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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
275+ 5.41% |
$22.2K - $22.6K
|
5.36K
$444K
|
|
|
Jan 19, 2024
Q4 2023
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-4.9K- 18.85% |
$395K - $402K
|
21.1K
$1.75M
|
|
|
Jan 19, 2024
Q4 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
1.84K+ 36.24% |
$148K - $151K
|
6.91K
$572K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
CALL |
15KNew |
$1.21M - $1.23M
|
15K
$1.24M
|
|
|
Jan 17, 2024
Q4 2023
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-144K- 97.17% |
$11.6M - $11.8M
|
4.18K
$346K
|
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-495- 84.33% |
$39.9K - $40.6K
|
92
$7.62K
|
|
|
Jan 16, 2024
Q4 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
673New |
$54.3K - $55.2K
|
673
$55.7K
|
|
|
Jan 12, 2024
Q4 2023
|
Client First Capital LLC
|
SELL
|
- |
-3.81K- 1.45% |
$307K - $313K
|
260K
$21.5M
|
|
|
Jan 12, 2024
Q4 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-768- 21.43% |
$61.9K - $63K
|
2.82K
$233K
|
|
|
Jan 12, 2024
Q4 2023
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
2.89KNew |
$233K - $237K
|
2.89K
$240K
|
|
|
Jan 12, 2024
Q4 2023
|
Jessup Wealth Management, Inc
Dayton, OH |
SELL
|
- |
-2.73K- 47.16% |
$220K - $224K
|
3.06K
$254K
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
5.29KNew |
$427K - $434K
|
5.29K
$438K
|
|
|
Jan 11, 2024
Q4 2023
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
454+ 2.51% |
$36.6K - $37.2K
|
18.6K
$1.54M
|
|
|
Jan 09, 2024
Q4 2023
|
Enterprise Bank & Trust CO
|
BUY
|
- |
100+ 0.9% |
$8.06K - $8.2K
|
11.2K
$925K
|
|
|
Jan 09, 2024
Q4 2023
|
Sarasin & Partners LLP
|
BUY
|
- |
14KNew |
$1.13M - $1.15M
|
14K
$1.16M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-11K- 14.12% |
$889K - $905K
|
67.1K
$5.56M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
143K+ 7889.38% |
$11.6M - $11.8M
|
145K
$12M
|
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-3.71K- 14.55% |
$299K - $304K
|
21.8K
$1.8M
|
|
|
Jan 08, 2024
Q4 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
7.08KNew |
$571K - $581K
|
7.08K
$586K
|
|
|
Jan 05, 2024
Q4 2023
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
6+ 0.08% |
$484 - $492
|
7.97K
$660K
|
|
|
Jan 04, 2024
Q4 2023
|
Arden Trust CO
|
SELL
|
- |
-3.47K- 57.08% |
$280K - $285K
|
2.61K
$216K
|
|
|
Jan 03, 2024
Q4 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
1.52K+ 58.02% |
$122K - $125K
|
4.14K
$343K
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-179- 67.55% |
$14.4K - $14.7K
|
86
$7.12K
|
|
|
Jan 02, 2024
Q4 2023
|
Appleton Partners Inc
|
BUY
|
- |
344+ 10.83% |
$27.7K - $28.2K
|
3.52K
$292K
|
|
| Q3 2023 | |||||||
|
Nov 28, 2023
Q3 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-827- 22.68% |
$66.7K - $67.3K
|
2.82K
$234K
|
|
|
Nov 16, 2023
Q3 2023
|
Unconventional Investor, LLC
|
BUY
|
- |
6+ 0.16% |
$484 - $488
|
3.8K
$315K
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
25+ 3.97% |
$2.02K - $2.03K
|
654
$54.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
1.03K+ 11.59% |
$83K - $83.7K
|
9.9K
$820K
|
|
|
Nov 14, 2023
Q3 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
2.53KNew |
$204K - $205K
|
2.53K
$209K
|
|
|
Nov 14, 2023
Q3 2023
|
Liquid Strategies, LLC
Atlanta, GA |
BUY
|
- |
58.5K+ 417700.0% |
$4.72M - $4.76M
|
58.5K
$4.84M
|
|
|
Nov 14, 2023
Q3 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-1.3K- 21.33% |
$105K - $105K
|
4.78K
$396K
|
|
|
Nov 14, 2023
Q3 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-16.6K- 30.74% |
$1.34M - $1.35M
|
37.4K
$3.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Parkwood LLC
Cleveland, OH |
BUY
|
- |
40K+ 42.11% |
$3.23M - $3.26M
|
135K
$11.2M
|
|
|
Nov 14, 2023
Q3 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
1.2K+ 2.85% |
$96.9K - $97.7K
|
43.4K
$3.6M
|
|
|
Nov 14, 2023
Q3 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-30.4K- 90.65% |
$2.46M - $2.48M
|
3.14K
$260K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
7.43K+ 13.37% |
$599K - $604K
|
63K
$5.22M
|
|
|
Nov 14, 2023
Q3 2023
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
2.73KNew |
$220K - $222K
|
2.73K
$226K
|
|
|
Nov 13, 2023
Q3 2023
|
Gen Wealth Group, Inc.
|
BUY
|
- |
171KNew |
$13.8M - $13.9M
|
171K
$14.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-10.3K- 23.58% |
$828K - $835K
|
33.2K
$2.75M
|
|
|
Nov 13, 2023
Q3 2023
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
117K+ 735.17% |
$9.46M - $9.54M
|
133K
$11M
|
|
|
Nov 13, 2023
Q3 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
92+ 3.12% |
$7.43K - $7.49K
|
3.05K
$252K
|
|
|
Nov 13, 2023
Q3 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
3.09KNew |
$250K - $252K
|
3.09K
$256K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.17MClosed |
$94.5M - $95.3M
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-26.5K- 90.64% |
$2.14M - $2.16M
|
2.74K
$227K
|
|
|
Nov 13, 2023
Q3 2023
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
9.16KNew |
$739K - $746K
|
9.16K
$759K
|
|
|
Nov 09, 2023
Q3 2023
|
Ellevest, Inc.
|
BUY
|
- |
3.1KNew |
$250K - $252K
|
3.1K
$257K
|
|
|
Nov 09, 2023
Q3 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-1.92K- 24.81% |
$155K - $156K
|
5.82K
$482K
|
|
|
Nov 08, 2023
Q3 2023
|
Davidson Investment Advisors
|
BUY
|
- |
1.73KNew |
$140K - $141K
|
1.73K
$143K
|
|
|
Nov 07, 2023
Q3 2023
|
Strategic Equity Management
|
SELL
|
- |
-183K- 77.23% |
$14.8M - $14.9M
|
54K
$4.47M
|
|
|
Nov 07, 2023
Q3 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-2.26K- 3.52% |
$183K - $184K
|
62K
$5.14M
|
|