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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-9.37K- 21.82% |
$755K - $764K
|
33.6K
$2.75M
|
|
|
Feb 14, 2023
Q4 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
369+ 4.58% |
$29.7K - $30.1K
|
8.43K
$691K
|
|
|
Feb 14, 2023
Q4 2022
|
Daniel Loeb
Third Point LLC | New York, Ny
|
BUY
|
- |
412+ 0.68% |
$33.2K - $33.6K
|
60.8K
$4.98M
|
|
|
Feb 14, 2023
Q4 2022
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
3.9K+ 97400.0% |
$314K - $318K
|
3.9K
$320K
|
|
|
Feb 14, 2023
Q4 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
4.29KNew |
$346K - $350K
|
4.29K
$352K
|
|
|
Feb 14, 2023
Q4 2022
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
PUT |
60KNew |
$4.84M - $4.89M
|
60K
$4.92M
|
|
|
Feb 14, 2023
Q4 2022
|
Pvg Asset Management Corp
Golden, CO |
SELL
|
- |
-46.1KClosed |
$3.72M - $3.76M
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-795- 24.13% |
$64.1K - $64.8K
|
2.5K
$205K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
33New |
$2.66K - $2.69K
|
33
$2.71K
|
|
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-22.3M- 98.77% |
$1.79B - $1.81B
|
278K
$22.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Momentum Advisors, LLC
|
BUY
|
- |
5.84KNew |
$471K - $476K
|
5.84K
$479K
|
|
|
Feb 14, 2023
Q4 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
11+ 0.38% |
$887 - $897
|
2.9K
$238K
|
|
|
Feb 13, 2023
Q4 2022
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-62.1K- 62.56% |
$5M - $5.06M
|
37.2K
$3.05M
|
|
|
Feb 13, 2023
Q4 2022
|
Biechele Royce Advisors
|
BUY
|
- |
7.38KNew |
$595K - $602K
|
7.38K
$605K
|
|
|
Feb 13, 2023
Q4 2022
|
Dcf Advisers, LLC
Greenwich, CT |
BUY
|
PUT |
11.5KNew |
$927K - $937K
|
11.5K
$943K
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-620- 73.37% |
$50K - $50.5K
|
225
$18.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
988+ 1.45% |
$79.6K - $80.5K
|
69K
$5.66M
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
BUY
|
- |
2.31K+ 37.72% |
$187K - $189K
|
8.45K
$692K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
10.4K+ 94.6% |
$839K - $849K
|
21.4K
$1.76M
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-212- 13.42% |
$17.1K - $17.3K
|
1.37K
$112K
|
|
|
Feb 13, 2023
Q4 2022
|
Souders Financial Advisors
|
BUY
|
- |
340+ 3.86% |
$27.4K - $27.7K
|
9.15K
$750K
|
|
|
Feb 13, 2023
Q4 2022
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
4.44KNew |
$358K - $362K
|
4.44K
$364K
|
|
|
Feb 13, 2023
Q4 2022
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-200K- 20.51% |
$16.1M - $16.3M
|
775K
$63.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-79- 1.47% |
$6.37K - $6.44K
|
5.28K
$433K
|
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
1.11KNew |
$89.1K - $90.2K
|
1.11K
$90.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
156New |
$12.6K - $12.7K
|
156
$12.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
2.55KNew |
$206K - $208K
|
2.55K
$209K
|
|
|
Feb 10, 2023
Q4 2022
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
3.76KNew |
$303K - $306K
|
3.76K
$308K
|
|
|
Feb 09, 2023
Q4 2022
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
3.42K+ 1.83% |
$276K - $279K
|
190K
$15.6M
|
|
|
Feb 09, 2023
Q4 2022
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-15- 0.29% |
$1.21K - $1.22K
|
5.09K
$417K
|
|
|
Feb 09, 2023
Q4 2022
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
2.62KNew |
$211K - $213K
|
2.62K
$215K
|
|
|
Feb 09, 2023
Q4 2022
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
12.1KNew |
$976K - $987K
|
12.1K
$993K
|
|
|
Feb 08, 2023
Q4 2022
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
444New |
$35.8K - $36.2K
|
444
$36.4K
|
|
|
Feb 08, 2023
Q4 2022
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
7.21KNew |
$581K - $588K
|
7.21K
$591K
|
|
|
Feb 07, 2023
Q4 2022
|
Presidio Capital Management, LLC
|
BUY
|
- |
98.8KNew |
$7.97M - $8.06M
|
98.8K
$8.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
8.81KNew |
$710K - $719K
|
8.81K
$722K
|
|
|
Feb 07, 2023
Q4 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
135New |
$10.9K - $11K
|
135
$11.1K
|
|
|
Feb 07, 2023
Q4 2022
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
628New |
$50.6K - $51.2K
|
628
$51.5K
|
|
|
Feb 07, 2023
Q4 2022
|
Zeit Capital LLC
|
BUY
|
- |
1.74KNew |
$140K - $141K
|
1.74K
$142K
|
|
|
Feb 07, 2023
Q4 2022
|
Gamble Jones Investment Counsel
|
BUY
|
- |
88.8K+ 69.8% |
$7.16M - $7.24M
|
216K
$17.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Ug Investment Advisers Ltd.
Taipei, F5 |
BUY
|
- |
58.7KNew |
$4.73M - $4.78M
|
58.7K
$4.81M
|
|
|
Feb 06, 2023
Q4 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
15.7KNew |
$1.27M - $1.28M
|
15.7K
$1.29M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-4.07K- 1.79% |
$328K - $332K
|
223K
$18.3M
|
|
|
Feb 06, 2023
Q4 2022
|
Tmd Wealth Management, LLC
|
BUY
|
- |
9.01K+ 231.19% |
$726K - $734K
|
12.9K
$1.06M
|
|
|
Feb 06, 2023
Q4 2022
|
Lutz Financial Services LLC
|
SELL
|
- |
-2.84K- 51.04% |
$229K - $231K
|
2.72K
$223K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
37New |
$2.98K - $3.02K
|
37
$3.03K
|
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
SELL
|
- |
-5- 6.25% |
$403 - $408
|
75
$6.15K
|
|
|
Feb 06, 2023
Q4 2022
|
Navalign, LLC
|
BUY
|
- |
80.5KNew |
$6.49M - $6.57M
|
80.5K
$6.6M
|
|
|
Feb 03, 2023
Q4 2022
|
Klingman & Associates, LLC
|
SELL
|
- |
-1.01K- 15.19% |
$81K - $81.9K
|
5.61K
$460K
|
|
|
Feb 03, 2023
Q4 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-2.98K- 37.38% |
$240K - $243K
|
5K
$409K
|