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 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
233KNew |
$18.8M - $19.2M
|
233K
$19.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-1.25K- 32.19% |
$101K - $102K
|
2.63K
$218K
|
|
|
Feb 12, 2024
Q4 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-616- 11.34% |
$49.7K - $50.5K
|
4.82K
$399K
|
|
|
Feb 12, 2024
Q4 2023
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-452- 11.97% |
$36.4K - $37.1K
|
3.32K
$275K
|
|
|
Feb 12, 2024
Q4 2023
|
Meridian Management CO
|
SELL
|
- |
-1.22K- 33.02% |
$98K - $99.7K
|
2.47K
$204K
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
302+ 1118.52% |
$24.3K - $24.8K
|
329
$27.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
101KNew |
$8.14M - $8.28M
|
101K
$8.36M
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
3.04KNew |
$245K - $250K
|
3.04K
$252K
|
|
|
Feb 09, 2024
Q4 2023
|
Banque Pictet & Cie Sa
|
BUY
|
- |
265+ 5.1% |
$21.4K - $21.7K
|
5.46K
$453K
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
114+ 4.45% |
$9.19K - $9.35K
|
2.67K
$221K
|
|
|
Feb 09, 2024
Q4 2023
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
2.72KNew |
$219K - $223K
|
2.72K
$225K
|
|
|
Feb 09, 2024
Q4 2023
|
Awm Capital, LLC
|
BUY
|
- |
2.69KNew |
$216K - $220K
|
2.69K
$222K
|
|
|
Feb 09, 2024
Q4 2023
|
Dean Investment Associates, LLC
Beavercreek, OH |
BUY
|
- |
2.63KNew |
$212K - $215K
|
2.63K
$217K
|
|
|
Feb 09, 2024
Q4 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-10K- 43.48% |
$806K - $820K
|
13K
$1.08M
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
49New |
$3.95K - $4.02K
|
49
$4.06K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
717New |
$57.8K - $58.8K
|
717
$59.4K
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
14.8K+ 2.6% |
$1.19M - $1.22M
|
584K
$48.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-154K- 16.33% |
$12.4M - $12.6M
|
789K
$65.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Adroit Compliance, LLC
Rockford, IL |
BUY
|
- |
189KNew |
$15.2M - $15.5M
|
189K
$15.6M
|
|
|
Feb 08, 2024
Q4 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-14.1K- 83.03% |
$1.14M - $1.16M
|
2.88K
$239K
|
|
|
Feb 08, 2024
Q4 2023
|
Anthracite Investment Company, Inc.
Fort Worth, TX |
BUY
|
- |
42.5KNew |
$3.43M - $3.49M
|
42.5K
$3.52M
|
|
|
Feb 07, 2024
Q4 2023
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-442- 90.39% |
$35.6K - $36.3K
|
47
$3.89K
|
|
|
Feb 07, 2024
Q4 2023
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-105- 89.74% |
$8.47K - $8.61K
|
12
$994
|
|
|
Feb 06, 2024
Q4 2023
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-1.74K- 21.74% |
$140K - $143K
|
6.26K
$518K
|
|
|
Feb 06, 2024
Q4 2023
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
140KNew |
$11.3M - $11.5M
|
140K
$11.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
SELL
|
- |
-6.61K- 48.43% |
$533K - $542K
|
7.04K
$583K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
241+ 2.59% |
$19.4K - $19.8K
|
9.53K
$790K
|
|
|
Feb 05, 2024
Q4 2023
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
3.2KNew |
$258K - $263K
|
3.2K
$265K
|
|
|
Feb 05, 2024
Q4 2023
|
Win Advisors, Inc
|
BUY
|
- |
130KNew |
$10.5M - $10.7M
|
130K
$10.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Searle & Co.
|
BUY
|
- |
11.5KNew |
$927K - $943K
|
11.5K
$953K
|
|
|
Feb 02, 2024
Q4 2023
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
1.2K+ 5.45% |
$96.7K - $98.4K
|
23.2K
$1.92M
|
|
|
Feb 02, 2024
Q4 2023
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-7.77K- 32.27% |
$626K - $637K
|
16.3K
$1.35M
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-6.22K- 9.8% |
$501K - $510K
|
57.3K
$4.74M
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
9.5KNew |
$766K - $779K
|
9.5K
$787K
|
|
|
Jan 31, 2024
Q4 2023
|
Pacific Wealth Management
|
SELL
|
- |
-4.11K- 4.0% |
$332K - $337K
|
98.6K
$8.17M
|
|
|
Jan 31, 2024
Q4 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
437KNew |
$35.2M - $35.8M
|
437K
$36.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-60- 95.24% |
$4.84K - $4.92K
|
3
$248
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
197New |
$15.9K - $16.2K
|
197
$16.3K
|
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
40+ 0.18% |
$3.22K - $3.28K
|
22K
$1.82M
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
147New |
$11.9K - $12.1K
|
147
$12.2K
|
|
|
Jan 29, 2024
Q4 2023
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-2.01K- 6.91% |
$162K - $165K
|
27.1K
$2.24M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-9.64K- 1.33% |
$777K - $791K
|
714K
$59.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-305- 0.43% |
$24.6K - $25K
|
70.6K
$5.84M
|
|
|
Jan 26, 2024
Q4 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
SELL
|
- |
-1.86K- 3.44% |
$150K - $152K
|
52.1K
$4.31M
|
|
|
Jan 25, 2024
Q4 2023
|
Raub Brock Capital Management LP
|
SELL
|
- |
-740- 3.04% |
$59.7K - $60.7K
|
23.6K
$1.96M
|
|
|
Jan 25, 2024
Q4 2023
|
E&G Advisors, LP
|
SELL
|
- |
-15.1K- 71.06% |
$1.22M - $1.24M
|
6.15K
$509K
|
|
|
Jan 24, 2024
Q4 2023
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-1.18K- 28.14% |
$94.7K - $96.4K
|
3K
$248K
|
|
|
Jan 23, 2024
Q4 2023
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-57.5K- 95.6% |
$4.63M - $4.72M
|
2.65K
$219K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-4.29K- 19.97% |
$346K - $352K
|
17.2K
$1.43M
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
BUY
|
- |
66New |
$5.32K - $5.41K
|
66
$5.47K
|
|