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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2023
Q1 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-107- 2.28% |
$8.61K - $8.83K
|
4.58K
$375K
|
|
|
May 10, 2023
Q1 2023
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
3.08KNew |
$248K - $254K
|
3.08K
$252K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-10.5K- 25.85% |
$849K - $870K
|
30.2K
$2.48M
|
|
|
May 09, 2023
Q1 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
200New |
$16.1K - $16.5K
|
200
$16.4K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
4.68MNew |
$377M - $386M
|
4.68M
$384M
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
105+ 4.97% |
$8.45K - $8.66K
|
2.22K
$182K
|
|
|
May 09, 2023
Q1 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
3.15KNew |
$253K - $260K
|
3.15K
$258K
|
|
|
May 08, 2023
Q1 2023
|
Bailard, Inc.
|
SELL
|
- |
-3.15K- 29.72% |
$254K - $260K
|
7.46K
$611K
|
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-111- 21.18% |
$8.94K - $9.16K
|
413
$33.9K
|
|
|
May 04, 2023
Q1 2023
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-8.33K- 16.23% |
$671K - $688K
|
43K
$3.53M
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
SELL
|
- |
-3.03K- 16.1% |
$244K - $250K
|
15.8K
$1.3M
|
|
|
May 04, 2023
Q1 2023
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-610- 4.04% |
$49.1K - $50.3K
|
14.5K
$1.19M
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
206+ 264.1% |
$16.6K - $17K
|
284
$23.3K
|
|
|
May 04, 2023
Q1 2023
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-62.2K- 40.19% |
$5.01M - $5.13M
|
92.6K
$7.59M
|
|
|
May 03, 2023
Q1 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-296K- 98.95% |
$23.8M - $24.4M
|
3.15K
$258K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1.09K- 31.15% |
$87.8K - $90K
|
2.41K
$198K
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
90New |
$7.25K - $7.43K
|
90
$7.38K
|
|
|
May 02, 2023
Q1 2023
|
Graypoint LLC
|
BUY
|
- |
2.89KNew |
$233K - $238K
|
2.89K
$237K
|
|
|
May 02, 2023
Q1 2023
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-82.6K- 94.74% |
$6.65M - $6.82M
|
4.59K
$376K
|
|
|
May 01, 2023
Q1 2023
|
Retirement Systems Of Alabama
|
BUY
|
- |
72KNew |
$5.8M - $5.94M
|
72K
$5.9M
|
|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
SELL
|
- |
-600- 85.71% |
$48.3K - $49.5K
|
100
$8.2K
|
|
|
May 01, 2023
Q1 2023
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
3.38K+ 103.31% |
$272K - $279K
|
6.64K
$544K
|
|
|
May 01, 2023
Q1 2023
|
Lane Generational LLC
|
SELL
|
- |
-554- 13.1% |
$44.6K - $45.7K
|
3.68K
$301K
|
|
|
Apr 28, 2023
Q1 2023
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
1.24K+ 13.01% |
$99.8K - $102K
|
10.8K
$882K
|
|
|
Apr 28, 2023
Q1 2023
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
9.82KNew |
$790K - $810K
|
9.82K
$805K
|
|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
BUY
|
- |
25KNew |
$2.01M - $2.06M
|
25K
$2.05M
|
|
|
Apr 25, 2023
Q1 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
2.77KNew |
$223K - $228K
|
2.77K
$227K
|
|
|
Apr 21, 2023
Q1 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
79New |
$6.36K - $6.52K
|
79
$6.48K
|
|
|
Apr 21, 2023
Q1 2023
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
4.28KNew |
$344K - $353K
|
4.28K
$350K
|
|
|
Apr 20, 2023
Q1 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-980- 23.44% |
$78.9K - $80.9K
|
3.2K
$262K
|
|
|
Apr 20, 2023
Q1 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-1.12K- 10.36% |
$90.4K - $92.7K
|
9.71K
$796K
|
|
|
Apr 19, 2023
Q1 2023
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
3.25KNew |
$262K - $268K
|
3.25K
$266K
|
|
|
Apr 19, 2023
Q1 2023
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-472- 14.44% |
$38K - $38.9K
|
2.8K
$229K
|
|
|
Apr 19, 2023
Q1 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-2.94K- 51.6% |
$237K - $243K
|
2.76K
$226K
|
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-290- 7.97% |
$23.3K - $23.9K
|
3.35K
$274K
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
55New |
$4.43K - $4.54K
|
55
$4.51K
|
|
|
Apr 13, 2023
Q1 2023
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-116K- 52.64% |
$9.31M - $9.54M
|
104K
$8.53M
|
|
|
Apr 13, 2023
Q1 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-117K- 93.89% |
$9.42M - $9.65M
|
7.62K
$624K
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
5New |
$403 - $413
|
5
$410
|
|
|
Apr 11, 2023
Q1 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
2.77KNew |
$223K - $229K
|
2.77K
$227K
|
|
|
Apr 11, 2023
Q1 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-242- 5.01% |
$19.5K - $20K
|
4.59K
$376K
|
|
|
Apr 10, 2023
Q1 2023
|
Cmh Wealth Management LLC
|
SELL
|
- |
-206- 1.53% |
$16.6K - $17K
|
13.2K
$1.08M
|
|
| Q4 2022 | |||||||
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-56.4KClosed |
$4.54M - $4.59M
|
0
$0
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
12.2KNew |
$985K - $996K
|
12.2K
$1M
|
|
|
Feb 23, 2023
Q4 2022
|
Wc Walker & Associates, Inc.
|
BUY
|
- |
743+ 9.2% |
$59.9K - $60.6K
|
8.82K
$723K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
374New |
$30.1K - $30.5K
|
374
$30.7K
|
|
|
Feb 16, 2023
Q4 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-5.33K- 20.64% |
$429K - $434K
|
20.5K
$1.68M
|
|
|
Feb 14, 2023
Q4 2022
|
Harvest Investment Services, LLC
|
SELL
|
- |
-80- 2.09% |
$6.45K - $6.52K
|
3.74K
$307K
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
SELL
|
- |
-130- 1.05% |
$10.5K - $10.6K
|
12.2K
$1M
|
|
|
Feb 14, 2023
Q4 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
2.5KNew |
$202K - $204K
|
2.5K
$205K
|
|