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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
46.3K+ 17.66% |
$3.76M - $3.82M
|
309K
$25.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Knowledge Leaders Capital, LLC
|
SELL
|
- |
-32.5K- 51.52% |
$2.63M - $2.68M
|
30.6K
$2.51M
|
|
|
Aug 10, 2023
Q2 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-8.26K- 11.86% |
$669K - $681K
|
61.4K
$5.03M
|
|
|
Aug 10, 2023
Q2 2023
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
2.64KNew |
$214K - $218K
|
2.64K
$217K
|
|
|
Aug 10, 2023
Q2 2023
|
Sbb Research Group LLC
|
BUY
|
- |
2.73KNew |
$221K - $225K
|
2.73K
$224K
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-550- 1.97% |
$44.6K - $45.3K
|
27.3K
$2.24M
|
|
|
Aug 09, 2023
Q2 2023
|
Brio Consultants, LLC
|
BUY
|
- |
18.7K+ 7.99% |
$1.52M - $1.54M
|
253K
$20.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
324New |
$26.3K - $26.7K
|
324
$26.6K
|
|
|
Aug 09, 2023
Q2 2023
|
Pecaut & Co.
|
SELL
|
- |
-246- 14.22% |
$19.9K - $20.3K
|
1.48K
$122K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
PUT |
11.4KNew |
$923K - $938K
|
11.4K
$933K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-630- 2.86% |
$51.1K - $51.9K
|
21.4K
$1.75M
|
|
|
Aug 08, 2023
Q2 2023
|
Barings LLC
|
SELL
|
- |
-193K- 95.57% |
$15.7M - $15.9M
|
8.94K
$733K
|
|
|
Aug 08, 2023
Q2 2023
|
Affinia Financial Group, LLC
Burlington, MA |
BUY
|
- |
5.71K+ 110.73% |
$463K - $470K
|
10.9K
$890K
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
300+ 272.73% |
$24.3K - $24.7K
|
410
$33.6K
|
|
|
Aug 08, 2023
Q2 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-18.5K- 79.15% |
$1.5M - $1.53M
|
4.88K
$400K
|
|
|
Aug 07, 2023
Q2 2023
|
Donoghue Forlines LLC
|
SELL
|
- |
-119K- 67.12% |
$9.64M - $9.8M
|
58.3K
$4.78M
|
|
|
Aug 07, 2023
Q2 2023
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
100New |
$8.11K - $8.24K
|
100
$8.2K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
1.52KNew |
$123K - $125K
|
1.52K
$125K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-7.61K- 27.16% |
$617K - $627K
|
20.4K
$1.67M
|
|
|
Aug 07, 2023
Q2 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
4.7KNew |
$381K - $387K
|
4.7K
$385K
|
|
|
Aug 07, 2023
Q2 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-31.2K- 90.99% |
$2.53M - $2.57M
|
3.09K
$253K
|
|
|
Aug 04, 2023
Q2 2023
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
49.7KNew |
$4.03M - $4.1M
|
49.7K
$4.07M
|
|
|
Aug 04, 2023
Q2 2023
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-23.3K- 48.05% |
$1.89M - $1.92M
|
25.1K
$2.06M
|
|
|
Aug 03, 2023
Q2 2023
|
Private Wealth Partners, LLC
|
SELL
|
- |
-2.5K- 41.67% |
$203K - $206K
|
3.5K
$287K
|
|
|
Aug 03, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
2.49KNew |
$202K - $205K
|
2.49K
$204K
|
|
|
Aug 03, 2023
Q2 2023
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-80- 20.3% |
$6.48K - $6.59K
|
314
$25.7K
|
|
|
Aug 02, 2023
Q2 2023
|
Efg Capital International Corp.
Miami, FL |
BUY
|
- |
23KNew |
$1.87M - $1.9M
|
23K
$1.89M
|
|
|
Aug 02, 2023
Q2 2023
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-1.15K- 31.62% |
$93K - $94.5K
|
2.48K
$203K
|
|
|
Aug 01, 2023
Q2 2023
|
Mechanics Financial Corp
|
SELL
|
- |
-3.78K- 76.97% |
$307K - $312K
|
1.13K
$92.8K
|
|
|
Aug 01, 2023
Q2 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-1.75K- 19.86% |
$142K - $145K
|
7.08K
$580K
|
|
|
Aug 01, 2023
Q2 2023
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
5.9KNew |
$478K - $486K
|
5.9K
$484K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-25.4K- 94.09% |
$2.06M - $2.09M
|
1.59K
$131K
|
|
|
Aug 01, 2023
Q2 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
32+ 0.38% |
$2.59K - $2.64K
|
8.45K
$693K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
7.27KNew |
$589K - $599K
|
7.27K
$596K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-100- 89.29% |
$8.11K - $8.24K
|
12
$984
|
|
|
Aug 01, 2023
Q2 2023
|
Avestar Capital, LLC
|
SELL
|
- |
-480- 14.12% |
$38.9K - $39.6K
|
2.92K
$239K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
53.8K+ 15.7% |
$4.36M - $4.44M
|
397K
$32.5M
|
|
|
Jul 31, 2023
Q2 2023
|
Montis Financial, LLC
|
BUY
|
- |
2.86KNew |
$232K - $236K
|
2.86K
$234K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
39+ 6.15% |
$3.16K - $3.21K
|
673
$55.2K
|
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-412- 0.33% |
$33.4K - $34K
|
125K
$10.2M
|
|
|
Jul 28, 2023
Q2 2023
|
Detalus Advisors, LLC
|
BUY
|
- |
1.82K+ 11.01% |
$148K - $150K
|
18.3K
$1.5M
|
|
|
Jul 28, 2023
Q2 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
8.75K+ 36.51% |
$709K - $721K
|
32.7K
$2.68M
|
|
|
Jul 27, 2023
Q2 2023
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-365- 5.16% |
$29.6K - $30.1K
|
6.71K
$550K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
1+ 0.07% |
$81.1 - $82.4
|
1.45K
$119K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
22.6KNew |
$1.83M - $1.86M
|
22.6K
$1.85M
|
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-1.37K- 99.64% |
$111K - $113K
|
5
$410
|
|
|
Jul 25, 2023
Q2 2023
|
Old National Bancorp
|
SELL
|
- |
-17K- 29.75% |
$1.38M - $1.4M
|
40.2K
$3.3M
|
|
|
Jul 25, 2023
Q2 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
2.53KNew |
$205K - $209K
|
2.53K
$208K
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-122- 62.89% |
$9.89K - $10.1K
|
72
$5.9K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-1.32K- 6.66% |
$107K - $108K
|
18.4K
$1.51M
|