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 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.11KNew |
$254K - $258K
|
3.11K
$256K
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
BUY
|
- |
57+ 1.12% |
$4.66K - $4.73K
|
5.16K
$425K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-9.78K- 33.5% |
$799K - $811K
|
19.4K
$1.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-14.6K- 13.01% |
$1.19M - $1.21M
|
97.8K
$8.05M
|
|
|
Jan 30, 2025
Q4 2024
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
539+ 1.21% |
$44K - $44.7K
|
45.1K
$3.72M
|
|
|
Jan 30, 2025
Q4 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
SELL
|
- |
-7.4K- 17.39% |
$604K - $613K
|
35.1K
$2.89M
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-124- 13.14% |
$10.1K - $10.3K
|
820
$67.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Cambiar Investors LLC
|
SELL
|
- |
-3.16K- 4.31% |
$258K - $262K
|
70.3K
$5.78M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.59K- 1.69% |
$130K - $132K
|
92.4K
$7.61M
|
|
|
Jan 29, 2025
Q4 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
14.8KNew |
$1.21M - $1.22M
|
14.8K
$1.21M
|
|
|
Jan 29, 2025
Q4 2024
|
Single Point Partners, LLC
|
BUY
|
- |
35.9KNew |
$2.93M - $2.98M
|
35.9K
$2.95M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
24.3KNew |
$1.98M - $2.01M
|
24.3K
$2M
|
|
|
Jan 29, 2025
Q4 2024
|
Shaker Investments LLC
|
SELL
|
- |
-121- 4.71% |
$9.88K - $10K
|
2.45K
$202K
|
|
|
Jan 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
4.02K+ 31.05% |
$329K - $334K
|
17K
$1.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
3.28KNew |
$268K - $272K
|
3.28K
$270K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
75.9K+ 17.0% |
$6.2M - $6.29M
|
522K
$43M
|
|
|
Jan 29, 2025
Q4 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
7+ 0.19% |
$572 - $581
|
3.77K
$310K
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
197+ 0.63% |
$16.1K - $16.3K
|
31.3K
$2.58M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
8.32K+ 12.39% |
$680K - $690K
|
75.5K
$6.21M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-203- 4.61% |
$16.6K - $16.8K
|
4.2K
$346K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
26.2K+ 644.09% |
$2.14M - $2.17M
|
30.2K
$2.49M
|
|
|
Jan 29, 2025
Q4 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
1.68K+ 3.02% |
$137K - $139K
|
57.3K
$4.71M
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
BUY
|
- |
3.1K+ 35.4% |
$253K - $257K
|
11.8K
$974K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
11.8K+ 82.77% |
$960K - $975K
|
26K
$2.14M
|
|
|
Jan 29, 2025
Q4 2024
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-46- 0.76% |
$3.76K - $3.81K
|
6K
$494K
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
62.5K+ 43.92% |
$5.1M - $5.18M
|
205K
$16.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
5+ 0.08% |
$408 - $415
|
6.07K
$500K
|
|
|
Jan 29, 2025
Q4 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
28.1K+ 53.21% |
$2.29M - $2.33M
|
80.8K
$6.65M
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
187+ 92.12% |
$15.3K - $15.5K
|
390
$32.1K
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-19.3K- 53.76% |
$1.57M - $1.6M
|
16.6K
$1.36M
|
|
|
Jan 29, 2025
Q4 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-42- 0.6% |
$3.43K - $3.48K
|
6.93K
$570K
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-1.72K- 51.81% |
$140K - $142K
|
1.6K
$131K
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
7.8K+ 8.78% |
$637K - $647K
|
96.7K
$7.95M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
BUY
|
- |
39.5K+ 4.8% |
$3.22M - $3.27M
|
861K
$70.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
891+ 26.51% |
$72.8K - $73.9K
|
4.25K
$350K
|
|
|
Jan 29, 2025
Q4 2024
|
Hudock, Inc.
|
SELL
|
- |
-17- 0.06% |
$1.39K - $1.41K
|
30.1K
$2.48M
|
|
|
Jan 29, 2025
Q4 2024
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-107- 2.24% |
$8.74K - $8.87K
|
4.66K
$384K
|
|
|
Jan 29, 2025
Q4 2024
|
Aries Wealth Management
|
BUY
|
- |
2.59K+ 11.03% |
$212K - $215K
|
26.1K
$2.15M
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.61K- 5.5% |
$132K - $134K
|
27.7K
$2.28M
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
10.1KNew |
$825K - $838K
|
10.1K
$831K
|
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
20+ 8.77% |
$1.63K - $1.66K
|
248
$20.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
973+ 28.75% |
$79.5K - $80.7K
|
4.36K
$359K
|
|
|
Jan 28, 2025
Q4 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-87- 1.31% |
$7.11K - $7.21K
|
6.53K
$537K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.14% |
$81.7 - $82.9
|
739
$60.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-1.18K- 5.53% |
$96.4K - $97.9K
|
20.2K
$1.66M
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.88K+ 10.94% |
$154K - $156K
|
19.1K
$1.57M
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-100- 1.07% |
$8.17K - $8.29K
|
9.28K
$763K
|
|
|
Jan 28, 2025
Q4 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
SELL
|
- |
-707- 6.56% |
$57.7K - $58.6K
|
10.1K
$829K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
370New |
$30.2K - $30.7K
|
370
$30.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
25+ 1.27% |
$2.04K - $2.07K
|
1.99K
$164K
|