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 03, 2024
Q1 2024
|
Petix & Botte CO
|
BUY
|
- |
44KNew |
$3.59M - $3.63M
|
44K
$3.65M
|
|
|
May 01, 2024
Q1 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
22New |
$1.79K - $1.81K
|
22
$1.82K
|
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
122+ 2.15% |
$9.94K - $10K
|
5.78K
$479K
|
|
|
May 01, 2024
Q1 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-1.66K- 32.79% |
$135K - $137K
|
3.41K
$282K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-190- 2.07% |
$15.5K - $15.6K
|
8.99K
$744K
|
|
|
Apr 30, 2024
Q1 2024
|
Straight Path Wealth Management
|
SELL
|
- |
-195- 5.92% |
$15.9K - $16.1K
|
3.1K
$257K
|
|
|
Apr 30, 2024
Q1 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
2.76KNew |
$225K - $227K
|
2.76K
$228K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
3.14K+ 2.37% |
$256K - $258K
|
136K
$11.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Starfox Financial Services, LLC
The Woodlands, TX |
BUY
|
- |
14.5K+ 9.49% |
$1.18M - $1.19M
|
167K
$13.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
3.82KNew |
$312K - $315K
|
3.82K
$317K
|
|
|
Apr 30, 2024
Q1 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-2.68K- 94.54% |
$219K - $221K
|
155
$12.8K
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-5- 5.38% |
$407 - $412
|
88
$7.29K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-28- 90.32% |
$2.28K - $2.31K
|
3
$248
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
1.5KNew |
$122K - $124K
|
1.5K
$124K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
21New |
$1.71K - $1.73K
|
21
$1.74K
|
|
|
Apr 26, 2024
Q1 2024
|
Crestone Asset Management LLC
|
BUY
|
- |
5.28K+ 91.6% |
$430K - $435K
|
11K
$914K
|
|
|
Apr 23, 2024
Q1 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 23, 2024
Q1 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
34New |
$2.77K - $2.8K
|
34
$2.82K
|
|
|
Apr 22, 2024
Q1 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
15+ 0.51% |
$1.22K - $1.24K
|
2.94K
$244K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
11.6K+ 117.34% |
$944K - $954K
|
21.5K
$1.78M
|
|
|
Apr 22, 2024
Q1 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
400+ 8.87% |
$32.6K - $32.9K
|
4.91K
$407K
|
|
|
Apr 19, 2024
Q1 2024
|
American National Bank & Trust CO /Va/
Danville, VA |
BUY
|
- |
15.2KNew |
$1.24M - $1.25M
|
15.2K
$1.26M
|
|
|
Apr 18, 2024
Q1 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-38- 0.52% |
$3.1K - $3.13K
|
7.24K
$600K
|
|
|
Apr 16, 2024
Q1 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-418- 2.97% |
$34.1K - $34.4K
|
13.6K
$1.13M
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
9.84K+ 9.65% |
$802K - $810K
|
112K
$9.26M
|
|
|
Apr 15, 2024
Q1 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-1.58K- 18.92% |
$129K - $130K
|
6.76K
$560K
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.56KNew |
$209K - $211K
|
2.56K
$212K
|
|
|
Apr 12, 2024
Q1 2024
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
4.52KNew |
$368K - $372K
|
4.52K
$374K
|
|
|
Apr 12, 2024
Q1 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-78- 2.73% |
$6.36K - $6.42K
|
2.78K
$230K
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
SELL
|
- |
-1.81K- 9.1% |
$148K - $149K
|
18.1K
$1.5M
|
|
|
Apr 04, 2024
Q1 2024
|
Ifs Advisors, LLC
|
SELL
|
- |
-17- 2.76% |
$1.39K - $1.4K
|
600
$49.7K
|
|
| Q4 2023 | |||||||
|
Jul 10, 2024
Q4 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-108- 2.7% |
$8.71K - $8.86K
|
3.9K
$323K
|
|
|
Mar 11, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
3+ 0.02% |
$242 - $246
|
17.8K
$1.48M
|
|
|
Mar 01, 2024
Q4 2023
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
3.46KNew |
$279K - $284K
|
3.46K
$286K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
777New |
$62.6K - $63.7K
|
777
$64.4K
|
|
|
Feb 15, 2024
Q4 2023
|
Barclays PLC
London, X0 |
BUY
|
PUT |
975KNew |
$78.6M - $80M
|
975K
$80.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Hap Trading, LLC
New York, NY |
BUY
|
PUT |
250KNew |
$20.2M - $20.5M
|
250K
$20.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Family Management Corp
New York, NY |
BUY
|
- |
186+ 11.71% |
$15K - $15.3K
|
1.77K
$147K
|
|
|
Feb 14, 2024
Q4 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-85K- 94.88% |
$6.85M - $6.97M
|
4.58K
$380K
|
|
|
Feb 14, 2024
Q4 2023
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
PUT |
-856K- 93.05% |
$69M - $70.2M
|
63.9K
$5.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Centiva Capital, LP
New York, NY |
BUY
|
PUT |
688KNew |
$55.5M - $56.4M
|
688K
$57M
|
|
|
Feb 14, 2024
Q4 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
366+ 9.52% |
$29.5K - $30K
|
4.21K
$349K
|
|
|
Feb 14, 2024
Q4 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
82+ 1.16% |
$6.61K - $6.73K
|
7.12K
$590K
|
|
|
Feb 14, 2024
Q4 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
5.15KNew |
$415K - $422K
|
5.15K
$426K
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
90New |
$7.26K - $7.38K
|
90
$7.45K
|
|
|
Feb 14, 2024
Q4 2023
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-2.65K- 22.88% |
$214K - $217K
|
8.93K
$740K
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
PUT |
250KNew |
$20.2M - $20.5M
|
250K
$20.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
42New |
$3.39K - $3.45K
|
42
$3.48K
|
|
|
Feb 14, 2024
Q4 2023
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
1.6KNew |
$129K - $131K
|
1.6K
$132K
|
|
|
Feb 14, 2024
Q4 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-139- 15.94% |
$11.2K - $11.4K
|
733
$60.7K
|
|