Latest Institutional Transactions on Ishares Barclays 1 3 Year Trea (SHY)
This table provides information on the latest institutional transactions involving Ishares Barclays 1 3 Year Trea (SHY) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Mar 10, 2025
Q4 2024
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
BUY
|
- |
3.47KNew |
$284K - $288K
|
3.47K
$288K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
68New |
$5.55K - $5.64K
|
68
$5.63K
|
|
|
Feb 20, 2025
Q4 2024
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
4.54KNew |
$370K - $376K
|
4.54K
$376K
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
7.53K+ 35.13% |
$615K - $624K
|
29K
$2.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
173+ 1.16% |
$14.1K - $14.3K
|
15.1K
$1.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
8+ 0.17% |
$653 - $663
|
4.58K
$380K
|
|
|
Feb 14, 2025
Q4 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-2.55K- 2.0% |
$208K - $212K
|
125K
$10.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-500- 12.42% |
$40.8K - $41.5K
|
3.53K
$292K
|
|
|
Feb 14, 2025
Q4 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
PUT |
4.1KNew |
$335K - $340K
|
4.1K
$340K
|
|
|
Feb 14, 2025
Q4 2024
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
3.85KNew |
$314K - $319K
|
3.85K
$319K
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-6.05K- 18.33% |
$494K - $501K
|
26.9K
$2.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
47New |
$3.84K - $3.9K
|
47
$3.89K
|
|
|
Feb 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-105- 18.92% |
$8.58K - $8.71K
|
450
$37.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
590+ 0.24% |
$48.2K - $48.9K
|
249K
$20.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-186- 4.91% |
$15.2K - $15.4K
|
3.6K
$299K
|
|
|
Feb 13, 2025
Q4 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
38+ 0.87% |
$3.1K - $3.15K
|
4.39K
$364K
|
|
|
Feb 13, 2025
Q4 2024
|
Natixis
Paris, I0 |
BUY
|
- |
20.5KNew |
$1.68M - $1.7M
|
20.5K
$1.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
5New |
$408 - $415
|
5
$414
|
|
|
Feb 12, 2025
Q4 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
2.65KNew |
$217K - $220K
|
2.65K
$220K
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
128K+ 3608.78% |
$10.4M - $10.6M
|
131K
$10.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-232K- 99.81% |
$18.9M - $19.2M
|
441
$36.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Riggs Capital Management LLC
American Fork, UT |
BUY
|
- |
53.3KNew |
$4.36M - $4.42M
|
53.3K
$4.42M
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-5.17K- 4.3% |
$422K - $429K
|
115K
$9.52M
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
4.39KNew |
$359K - $364K
|
4.39K
$364K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
439+ 0.95% |
$35.9K - $36.4K
|
46.8K
$3.87M
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
394New |
$32.2K - $32.7K
|
394
$32.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-1- 0.28% |
$81.7 - $82.9
|
362
$30K
|
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-235- 8.75% |
$19.2K - $19.5K
|
2.45K
$203K
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
1.36K+ 49.93% |
$111K - $112K
|
4.07K
$337K
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
239New |
$19.5K - $19.8K
|
239
$19.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
4.04KNew |
$330K - $335K
|
4.04K
$335K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
31.3KNew |
$2.56M - $2.6M
|
31.3K
$2.59M
|
|
|
Feb 07, 2025
Q4 2024
|
Miller Financial Services LLC
Marshall, MI |
BUY
|
- |
23.9KNew |
$1.95M - $1.98M
|
23.9K
$1.98M
|
|
|
Feb 07, 2025
Q4 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
53+ 1.33% |
$4.33K - $4.4K
|
4.04K
$335K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
102New |
$8.33K - $8.46K
|
102
$8.45K
|
|
|
Feb 06, 2025
Q4 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1.05K- 26.66% |
$86.1K - $87.4K
|
2.9K
$240K
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
BUY
|
- |
3.33KNew |
$272K - $276K
|
3.33K
$275K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-305- 41.38% |
$24.9K - $25.3K
|
432
$35.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
100New |
$8.17K - $8.29K
|
100
$8.28K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-1.61K- 36.82% |
$131K - $133K
|
2.76K
$229K
|
|
|
Feb 04, 2025
Q4 2024
|
Sierra Capital LLC
|
SELL
|
- |
-1.79K- 17.79% |
$146K - $149K
|
8.29K
$686K
|
|
|
Feb 04, 2025
Q4 2024
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-26.5K- 80.53% |
$2.16M - $2.2M
|
6.4K
$530K
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
40K+ 36.44% |
$3.27M - $3.32M
|
150K
$12.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
24.7K+ 550.87% |
$2.02M - $2.05M
|
29.2K
$2.42M
|
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
550New |
$44.9K - $45.6K
|
550
$45.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-5.89K- 50.0% |
$481K - $488K
|
5.89K
$487K
|
|
|
Jan 30, 2025
Q4 2024
|
Mtc Wealth Management LLC
|
SELL
|
- |
-1.27K- 1.09% |
$104K - $105K
|
116K
$9.57M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-4.99K- 36.27% |
$408K - $414K
|
8.77K
$727K
|
|
|
Jan 29, 2025
Q4 2024
|
Shaker Investments LLC
|
SELL
|
- |
-121- 4.71% |
$9.88K - $10K
|
2.45K
$203K
|
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
20+ 8.77% |
$1.63K - $1.66K
|
248
$20.5K
|
|