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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
121K+ 1342.49% |
$9.89M - $10M
|
130K
$10.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-597- 48.89% |
$48.8K - $49.5K
|
624
$51.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-1.92K- 2.43% |
$157K - $159K
|
77.1K
$6.39M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
2.73KNew |
$223K - $226K
|
2.73K
$226K
|
|
|
Jan 27, 2025
Q4 2024
|
Brickley Wealth Management
|
BUY
|
- |
93+ 1.82% |
$7.6K - $7.71K
|
5.21K
$431K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
127New |
$10.4K - $10.5K
|
127
$10.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
SELL
|
- |
-12.6K- 32.7% |
$1.03M - $1.04M
|
25.8K
$2.14M
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-288- 3.68% |
$23.5K - $23.9K
|
7.53K
$624K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
1.19KNew |
$96.9K - $98.4K
|
1.19K
$98.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-112- 54.11% |
$9.15K - $9.29K
|
95
$7.87K
|
|
|
Jan 24, 2025
Q4 2024
|
Gen Financial Management, Inc.
Plymouth, MN |
BUY
|
- |
14.6KNew |
$1.19M - $1.21M
|
14.6K
$1.21M
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
2.79KNew |
$228K - $231K
|
2.79K
$231K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
271+ 7.61% |
$22.1K - $22.5K
|
3.83K
$318K
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
22.6KNew |
$1.84M - $1.87M
|
22.6K
$1.87M
|
|
|
Jan 22, 2025
Q4 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
241+ 9.8% |
$19.7K - $20K
|
2.7K
$224K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
770New |
$62.9K - $63.9K
|
770
$63.8K
|
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-500- 16.67% |
$40.8K - $41.5K
|
2.5K
$207K
|
|
|
Jan 21, 2025
Q4 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-242- 8.55% |
$19.8K - $20.1K
|
2.59K
$214K
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
1.23KNew |
$100K - $102K
|
1.23K
$102K
|
|
|
Jan 16, 2025
Q4 2024
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-205- 5.41% |
$16.7K - $17K
|
3.59K
$297K
|
|
|
Jan 16, 2025
Q4 2024
|
Moulton Wealth Management, Inc
|
BUY
|
- |
2.59K+ 23.66% |
$212K - $215K
|
13.6K
$1.12M
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
3.1KNew |
$253K - $257K
|
3.1K
$257K
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
SELL
|
- |
-60- 41.38% |
$4.9K - $4.98K
|
85
$7.04K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
2.38K+ 24.17% |
$194K - $197K
|
12.2K
$1.01M
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
13+ 1.41% |
$1.06K - $1.08K
|
932
$77.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-175- 44.53% |
$14.3K - $14.5K
|
218
$18.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
19New |
$1.55K - $1.58K
|
19
$1.57K
|
|
|
Jan 13, 2025
Q4 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-28- 0.58% |
$2.29K - $2.32K
|
4.77K
$395K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-1.34K- 21.75% |
$109K - $111K
|
4.82K
$399K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-334- 9.31% |
$27.3K - $27.7K
|
3.25K
$269K
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-1K- 98.23% |
$81.7K - $82.9K
|
18
$1.49K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
1+ 0.07% |
$81.7 - $82.9
|
1.35K
$112K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
5.63KNew |
$459K - $466K
|
5.63K
$466K
|
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-10- 0.17% |
$817 - $829
|
6.05K
$501K
|
|
| Q3 2024 | |||||||
|
Nov 04, 2025
Q3 2024
|
Gibbs Wealth Management
Alpharetta, GA |
SELL
|
- |
-6.58KClosed |
$535K - $548K
|
0
$0
|
|
|
Feb 27, 2025
Q3 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-60- 3.96% |
$4.88K - $5K
|
1.46K
$121K
|
|
|
Feb 13, 2025
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
3.61KNew |
$293K - $301K
|
3.61K
$299K
|
|
|
Dec 02, 2024
Q3 2024
|
Cornell University
New York, NY |
SELL
|
- |
-15.3K- 36.59% |
$1.24M - $1.27M
|
26.5K
$2.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Jordan Park Group LLC
|
BUY
|
- |
161+ 1.01% |
$13.1K - $13.4K
|
16.1K
$1.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
812+ 6.87% |
$66K - $67.6K
|
12.6K
$1.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Kingfisher Capital LLC
|
SELL
|
- |
-509- 7.32% |
$41.4K - $42.4K
|
6.45K
$534K
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-1- 0.01% |
$81.3 - $83.3
|
10.3K
$854K
|
|
|
Nov 14, 2024
Q3 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
16.7KNew |
$1.36M - $1.39M
|
16.7K
$1.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
15.7KNew |
$1.27M - $1.31M
|
15.7K
$1.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Promethium Advisors,Llc
Bethesda, MD |
BUY
|
- |
3.7KNew |
$301K - $308K
|
3.7K
$307K
|
|
|
Nov 14, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
2.49KNew |
$202K - $207K
|
2.49K
$206K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
19.4KNew |
$1.57M - $1.61M
|
19.4K
$1.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
559New |
$45.5K - $46.6K
|
559
$46.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-351- 9.64% |
$28.5K - $29.2K
|
3.29K
$272K
|
|
|
Nov 13, 2024
Q3 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-128- 4.01% |
$10.4K - $10.7K
|
3.07K
$254K
|
|