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 |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-6.34K- 14.48% |
$514K - $522K
|
37.5K
$3.07M
|
|
|
Jul 21, 2023
Q2 2023
|
Capital Insight Partners, LLC
|
SELL
|
- |
-234- 8.3% |
$19K - $19.3K
|
2.59K
$212K
|
|
|
Jul 20, 2023
Q2 2023
|
Round Rock Advisors, LLC
|
BUY
|
- |
24+ 0.7% |
$1.95K - $1.98K
|
3.45K
$283K
|
|
|
Jul 20, 2023
Q2 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-28.1K- 81.71% |
$2.28M - $2.32M
|
6.29K
$516K
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
705+ 15.25% |
$57.1K - $58.1K
|
5.33K
$437K
|
|
|
Jul 19, 2023
Q2 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
170+ 1.95% |
$13.8K - $14K
|
8.9K
$729K
|
|
|
Jul 18, 2023
Q2 2023
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-384- 5.66% |
$31.1K - $31.6K
|
6.4K
$524K
|
|
|
Jul 18, 2023
Q2 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
171New |
$13.9K - $14.1K
|
171
$14K
|
|
|
Jul 17, 2023
Q2 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-250- 8.11% |
$20.3K - $20.6K
|
2.83K
$232K
|
|
|
Jul 17, 2023
Q2 2023
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-76.2K- 68.08% |
$6.17M - $6.28M
|
35.7K
$2.93M
|
|
|
Jul 17, 2023
Q2 2023
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
768+ 3.75% |
$62.2K - $63.3K
|
21.3K
$1.74M
|
|
|
Jul 14, 2023
Q2 2023
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-57.2K- 43.86% |
$4.64M - $4.71M
|
73.2K
$6M
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
44New |
$3.57K - $3.63K
|
44
$3.61K
|
|
|
Jul 12, 2023
Q2 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
7.39K+ 6.24% |
$599K - $609K
|
126K
$10.3M
|
|
|
Jul 11, 2023
Q2 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
2.77KNew |
$225K - $228K
|
2.77K
$227K
|
|
|
Jul 11, 2023
Q2 2023
|
Affiance Financial, LLC
|
BUY
|
- |
6.2KNew |
$502K - $511K
|
6.2K
$508K
|
|
|
Jul 11, 2023
Q2 2023
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
3.32KNew |
$269K - $274K
|
3.32K
$272K
|
|
|
Jul 10, 2023
Q2 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-213- 3.39% |
$17.3K - $17.6K
|
6.08K
$498K
|
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-195- 5.15% |
$15.8K - $16.1K
|
3.59K
$294K
|
|
| Q1 2023 | |||||||
|
Nov 27, 2024
Q1 2023
|
Carrhae Capital LLP
London, X0 |
SELL
|
- |
-81.1KClosed |
$6.53M - $6.69M
|
0
$0
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-81- 24.62% |
$6.52K - $6.68K
|
248
$20.3K
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-11.1K- 54.47% |
$895K - $917K
|
9.29K
$762K
|
|
|
May 15, 2023
Q1 2023
|
Xml Financial, LLC
|
BUY
|
- |
639+ 2.26% |
$51.4K - $52.7K
|
28.9K
$2.37M
|
|
|
May 15, 2023
Q1 2023
|
Juniper Hill Capital Management LP
Menlo Park, CA |
SELL
|
- |
-307K- 24.91% |
$24.7M - $25.4M
|
927K
$76M
|
|
|
May 15, 2023
Q1 2023
|
Bienville Capital Management, LLC
New York, NY |
SELL
|
- |
-360K- 56.27% |
$29M - $29.7M
|
280K
$23M
|
|
|
May 15, 2023
Q1 2023
|
Hunting Hill Global Capital, LLC
New York, NY |
SELL
|
- |
-4.5K- 37.5% |
$362K - $371K
|
7.5K
$615K
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
3.69KNew |
$297K - $305K
|
3.69K
$303K
|
|
|
May 15, 2023
Q1 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-12.7K- 82.62% |
$1.02M - $1.05M
|
2.68K
$219K
|
|
|
May 15, 2023
Q1 2023
|
Ascendant Capital Management, LLC
Los Angeles, CA |
BUY
|
- |
21.5KNew |
$1.73M - $1.77M
|
21.5K
$1.76M
|
|
|
May 15, 2023
Q1 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-294- 61.51% |
$23.7K - $24.3K
|
184
$15.1K
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
4.84K+ 68.38% |
$390K - $400K
|
11.9K
$977K
|
|
|
May 15, 2023
Q1 2023
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
8KNew |
$644K - $660K
|
8K
$656K
|
|
|
May 15, 2023
Q1 2023
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-15- 0.15% |
$1.21K - $1.24K
|
10.1K
$831K
|
|
|
May 15, 2023
Q1 2023
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
BUY
|
- |
194KNew |
$15.6M - $16M
|
194K
$15.9M
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-4.64K- 47.29% |
$374K - $383K
|
5.17K
$424K
|
|
|
May 12, 2023
Q1 2023
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-1.34K- 35.38% |
$108K - $111K
|
2.45K
$201K
|
|
|
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
10.8KNew |
$871K - $893K
|
10.8K
$887K
|
|
|
May 12, 2023
Q1 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
49K+ 106.33% |
$3.94M - $4.04M
|
95K
$7.79M
|
|
|
May 12, 2023
Q1 2023
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
6.05KNew |
$487K - $499K
|
6.05K
$496K
|
|
|
May 11, 2023
Q1 2023
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-29.9K- 16.85% |
$2.41M - $2.47M
|
148K
$12.1M
|
|
|
May 11, 2023
Q1 2023
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
4New |
$322 - $330
|
4
$328
|
|
|
May 11, 2023
Q1 2023
|
Edgehill Endowment Partners, LLC
|
SELL
|
- |
-133K- 13.47% |
$10.7M - $11M
|
852K
$69.9M
|
|
|
May 11, 2023
Q1 2023
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-5.74K- 52.87% |
$462K - $474K
|
5.12K
$420K
|
|
|
May 11, 2023
Q1 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
300KNew |
$24.2M - $24.8M
|
300K
$24.6M
|
|
|
May 11, 2023
Q1 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-1.23K- 78.37% |
$99.2K - $102K
|
340
$27.9K
|
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
BUY
|
- |
1.2KNew |
$96.6K - $99K
|
1.2K
$98.4K
|
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
64.7KNew |
$5.21M - $5.34M
|
64.7K
$5.3M
|
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
3.45KNew |
$278K - $285K
|
3.45K
$283K
|
|
|
May 10, 2023
Q1 2023
|
New South Capital Management Inc
Memphis, TN |
SELL
|
- |
-12.2K- 56.48% |
$983K - $1.01M
|
9.41K
$771K
|
|
|
May 10, 2023
Q1 2023
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
SELL
|
- |
-15.7K- 61.39% |
$1.26M - $1.3M
|
9.88K
$809K
|
|