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 03, 2023
Q4 2022
|
Oakworth Capital, Inc.
|
SELL
|
- |
-300- 50.0% |
$24.2K - $24.5K
|
300
$24.6K
|
|
|
Feb 01, 2023
Q4 2022
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-1.34K- 5.04% |
$108K - $109K
|
25.3K
$2.07M
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
709New |
$57.1K - $57.8K
|
709
$58.1K
|
|
|
Feb 01, 2023
Q4 2022
|
Arrow Financial Corp
|
BUY
|
- |
1K+ 44.92% |
$80.6K - $81.5K
|
3.23K
$264K
|
|
|
Jan 31, 2023
Q4 2022
|
Naviter Wealth, LLC
|
BUY
|
- |
129KNew |
$10.4M - $10.5M
|
129K
$10.5M
|
|
|
Jan 31, 2023
Q4 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
136+ 2.8% |
$11K - $11.1K
|
4.99K
$409K
|
|
|
Jan 31, 2023
Q4 2022
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-4.46K- 39.85% |
$360K - $364K
|
6.73K
$552K
|
|
|
Jan 31, 2023
Q4 2022
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
28+ 0.63% |
$2.26K - $2.28K
|
4.48K
$367K
|
|
|
Jan 31, 2023
Q4 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
48New |
$3.87K - $3.91K
|
48
$3.93K
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
BUY
|
- |
793+ 23.53% |
$63.9K - $64.6K
|
4.16K
$341K
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-67- 1.17% |
$5.4K - $5.46K
|
5.68K
$465K
|
|
|
Jan 27, 2023
Q4 2022
|
Tkg Advisors, LLC
|
BUY
|
- |
23.1K+ 19.96% |
$1.86M - $1.89M
|
139K
$11.4M
|
|
|
Jan 27, 2023
Q4 2022
|
Annex Advisory Services, LLC
|
SELL
|
- |
-1.04K- 16.58% |
$83.9K - $84.9K
|
5.24K
$429K
|
|
|
Jan 25, 2023
Q4 2022
|
Shufro Rose & CO LLC
|
BUY
|
- |
130K+ 4320.45% |
$10.4M - $10.6M
|
133K
$10.9M
|
|
|
Jan 25, 2023
Q4 2022
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
11.8KNew |
$951K - $961K
|
11.8K
$967K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
165+ 2.95% |
$13.3K - $13.5K
|
5.75K
$471K
|
|
|
Jan 24, 2023
Q4 2022
|
Caprin Asset Management LLC
Henrico, VA |
BUY
|
- |
1.85KNew |
$149K - $150K
|
1.85K
$151K
|
|
|
Jan 24, 2023
Q4 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
237KNew |
$19.1M - $19.3M
|
237K
$19.4M
|
|
|
Jan 24, 2023
Q4 2022
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-12.3K- 70.45% |
$994K - $1.01M
|
5.18K
$424K
|
|
|
Jan 24, 2023
Q4 2022
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
156New |
$12.6K - $12.7K
|
156
$12.8K
|
|
|
Jan 23, 2023
Q4 2022
|
Strategic Advisors LLC
|
SELL
|
- |
-1.11K- 13.47% |
$89.1K - $90.2K
|
7.11K
$583K
|
|
|
Jan 23, 2023
Q4 2022
|
Defined Wealth Management, LLC
|
BUY
|
- |
2.75K+ 17.0% |
$222K - $225K
|
19K
$1.55M
|
|
|
Jan 23, 2023
Q4 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-9.15K- 66.56% |
$738K - $746K
|
4.6K
$377K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-1.13K- 19.17% |
$90.9K - $92K
|
4.76K
$390K
|
|
|
Jan 20, 2023
Q4 2022
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-2.81K- 7.37% |
$226K - $229K
|
35.3K
$2.89M
|
|
|
Jan 20, 2023
Q4 2022
|
Marks Wealth, LLC
|
SELL
|
- |
-307K- 75.97% |
$24.8M - $25M
|
97.2K
$7.96M
|
|
|
Jan 20, 2023
Q4 2022
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-46- 1.62% |
$3.71K - $3.75K
|
2.79K
$229K
|
|
|
Jan 20, 2023
Q4 2022
|
Everett Harris & CO
|
SELL
|
- |
-178- 5.15% |
$14.3K - $14.5K
|
3.28K
$269K
|
|
|
Jan 20, 2023
Q4 2022
|
G&S Capital LLC
|
BUY
|
- |
30.3K+ 16.13% |
$2.44M - $2.47M
|
218K
$17.9M
|
|
|
Jan 19, 2023
Q4 2022
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
3.04KNew |
$245K - $247K
|
3.04K
$249K
|
|
|
Jan 18, 2023
Q4 2022
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
3.61KNew |
$291K - $295K
|
3.61K
$296K
|
|
|
Jan 17, 2023
Q4 2022
|
Lvz, Inc.
|
BUY
|
- |
3.22KNew |
$260K - $263K
|
3.22K
$264K
|
|
|
Jan 17, 2023
Q4 2022
|
Donald L. Hagan, LLC
|
SELL
|
- |
-3.55K- 10.02% |
$286K - $289K
|
31.8K
$2.61M
|
|
|
Jan 17, 2023
Q4 2022
|
First Premier Bank
|
BUY
|
- |
185New |
$14.9K - $15.1K
|
185
$15.2K
|
|
|
Jan 17, 2023
Q4 2022
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
125KNew |
$10.1M - $10.2M
|
125K
$10.3M
|
|
|
Jan 13, 2023
Q4 2022
|
Ballew Advisors, Inc
|
BUY
|
- |
5.79KNew |
$467K - $472K
|
5.79K
$475K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-981- 6.79% |
$79.1K - $80K
|
13.5K
$1.1M
|
|
|
Jan 12, 2023
Q4 2022
|
Peak Financial Advisors LLC
|
BUY
|
- |
93.4K+ 207.4% |
$7.53M - $7.62M
|
138K
$11.4M
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
SELL
|
- |
-1.23K- 25.55% |
$99.4K - $101K
|
3.59K
$295K
|
|
|
Jan 11, 2023
Q4 2022
|
Sawyer & Company, Inc
|
BUY
|
- |
65New |
$5.24K - $5.3K
|
65
$5.33K
|
|
|
Jan 11, 2023
Q4 2022
|
Jenkins Wealth
Englewood, CO |
SELL
|
- |
-481KClosed |
$38.8M - $39.2M
|
0
$0
|
|
|
Jan 11, 2023
Q4 2022
|
Coho Partners, Ltd.
|
SELL
|
- |
-830- 1.15% |
$66.9K - $67.7K
|
71.2K
$5.84M
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
918New |
$74K - $74.8K
|
918
$75.2K
|
|
|
Jan 09, 2023
Q4 2022
|
Trust CO
|
BUY
|
- |
5.84KNew |
$471K - $476K
|
5.84K
$479K
|
|
| Q3 2022 | |||||||
|
Dec 19, 2024
Q3 2022
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-67Closed |
$5.43K - $5.57K
|
0
$0
|
|
|
Oct 29, 2024
Q3 2022
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
549New |
$44.5K - $45.6K
|
549
$45K
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-17Closed |
$1.38K - $1.41K
|
0
$0
|
|
|
Dec 13, 2022
Q3 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-343Closed |
$27.8K - $28.5K
|
0
$0
|
|
|
Nov 21, 2022
Q3 2022
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
3.06K+ 15.45% |
$248K - $254K
|
22.9K
$1.88M
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
20New |
$1.62K - $1.66K
|
20
$1.64K
|
|