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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
PUT |
10.6KNew |
$862K - $883K
|
10.6K
$878K
|
|
|
Nov 13, 2024
Q3 2024
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
6.15KNew |
$500K - $512K
|
6.15K
$510K
|
|
|
Nov 13, 2024
Q3 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-9- 6.25% |
$732 - $750
|
135
$11.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.97K+ 1.96% |
$160K - $164K
|
102K
$8.47M
|
|
|
Nov 13, 2024
Q3 2024
|
Eschler Asset Management LLP
Cambridge, X0 |
BUY
|
- |
7.5KNew |
$610K - $625K
|
7.5K
$621K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-3.61K- 16.25% |
$293K - $300K
|
18.6K
$1.54M
|
|
|
Nov 12, 2024
Q3 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
11.9KNew |
$968K - $992K
|
11.9K
$986K
|
|
|
Nov 12, 2024
Q3 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
1.94K+ 16.95% |
$158K - $161K
|
13.4K
$1.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-850- 8.1% |
$69.1K - $70.8K
|
9.65K
$799K
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
22.2K+ 369.18% |
$1.8M - $1.85M
|
28.2K
$2.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
24KNew |
$1.95M - $2M
|
24K
$1.99M
|
|
|
Nov 12, 2024
Q3 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
1+ 0.03% |
$81.3 - $83.3
|
3.18K
$263K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
2.49K+ 14.82% |
$202K - $207K
|
19.3K
$1.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-300- 31.91% |
$24.4K - $25K
|
640
$53K
|
|
|
Nov 08, 2024
Q3 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
1.11KNew |
$90.4K - $92.6K
|
1.11K
$92.1K
|
|
|
Nov 08, 2024
Q3 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
4.68KNew |
$380K - $389K
|
4.68K
$387K
|
|
|
Nov 08, 2024
Q3 2024
|
New Potomac Partners, LLC
|
BUY
|
- |
385New |
$31.3K - $32.1K
|
385
$31.9K
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
1.64KNew |
$133K - $137K
|
1.64K
$136K
|
|
|
Nov 08, 2024
Q3 2024
|
B&D White Capital Company, LLC
|
BUY
|
- |
125KNew |
$10.2M - $10.4M
|
125K
$10.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-498- 45.36% |
$40.5K - $41.5K
|
600
$49.7K
|
|
|
Nov 07, 2024
Q3 2024
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-541- 16.75% |
$44K - $45.1K
|
2.69K
$223K
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
BUY
|
- |
550+ 4.99% |
$44.7K - $45.8K
|
11.6K
$958K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
12.7KNew |
$1.03M - $1.06M
|
12.7K
$1.05M
|
|
|
Nov 05, 2024
Q3 2024
|
Hassell Wealth Management, LLC
Houma, LA |
SELL
|
- |
-910- 9.61% |
$74K - $75.8K
|
8.56K
$709K
|
|
|
Nov 04, 2024
Q3 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
3.03KNew |
$246K - $252K
|
3.03K
$251K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-4.17K- 51.71% |
$339K - $347K
|
3.9K
$323K
|
|
|
Nov 04, 2024
Q3 2024
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-60- 4.89% |
$4.88K - $5K
|
1.17K
$96.7K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
322New |
$26.2K - $26.8K
|
322
$26.7K
|
|
|
Oct 31, 2024
Q3 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
10.2K+ 4.61% |
$828K - $848K
|
231K
$19.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Jackson Square Capital, LLC
|
BUY
|
- |
32.9KNew |
$2.68M - $2.74M
|
32.9K
$2.73M
|
|
|
Oct 31, 2024
Q3 2024
|
Wolf Group Capital Advisors
|
BUY
|
- |
73.3KNew |
$5.96M - $6.1M
|
73.3K
$6.07M
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
1New |
$81.3 - $83.3
|
1
$82.8
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
181New |
$14.7K - $15.1K
|
181
$15K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
60+ 3.26% |
$4.88K - $5K
|
1.9K
$158K
|
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-15.8K- 69.23% |
$1.29M - $1.32M
|
7.04K
$583K
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-100- 82.64% |
$8.13K - $8.33K
|
21
$1.74K
|
|
|
Oct 25, 2024
Q3 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-200- 7.59% |
$16.3K - $16.7K
|
2.44K
$202K
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-460- 53.49% |
$37.4K - $38.3K
|
400
$33.1K
|
|
|
Oct 24, 2024
Q3 2024
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
3.7KNew |
$301K - $309K
|
3.7K
$307K
|
|
|
Oct 24, 2024
Q3 2024
|
Ridgepath Capital Management LLC
Knoxville, TN |
SELL
|
- |
-620- 8.52% |
$50.4K - $51.6K
|
6.66K
$551K
|
|
|
Oct 23, 2024
Q3 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-11.3K- 69.31% |
$915K - $938K
|
4.98K
$413K
|
|
|
Oct 23, 2024
Q3 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
5.93KNew |
$482K - $494K
|
5.93K
$491K
|
|
|
Oct 23, 2024
Q3 2024
|
Mainstay Capital Management LLC
|
BUY
|
- |
3+ 0.04% |
$244 - $250
|
6.98K
$578K
|
|
|
Oct 22, 2024
Q3 2024
|
School Employees Retirement Board Of Ohio
Columbus, OH |
BUY
|
- |
122KNew |
$9.9M - $10.1M
|
122K
$10.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Bellecapital International Ltd.
|
SELL
|
- |
-5.42K- 50.79% |
$441K - $451K
|
5.25K
$435K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
1.09KNew |
$88.5K - $90.6K
|
1.09K
$90.1K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-393K- 13.01% |
$32M - $32.7M
|
2.63M
$218M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
491K+ 29.6% |
$39.9M - $40.9M
|
2.15M
$178M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
17+ 0.55% |
$1.38K - $1.42K
|
3.11K
$258K
|
|
|
Oct 18, 2024
Q3 2024
|
Rede Wealth, LLC
|
SELL
|
- |
-90- 3.54% |
$7.32K - $7.5K
|
2.45K
$203K
|
|