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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2022
Q2 2022
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-695- 20.14% |
$57K - $58K
|
2.76K
$228K
|
|
|
Aug 12, 2022
Q2 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
SELL
|
- |
-2.95KClosed |
$242K - $246K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-45.7KClosed |
$3.74M - $3.81M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
199KNew |
$16.3M - $16.6M
|
199K
$16.4M
|
|
|
Aug 11, 2022
Q2 2022
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-96Closed |
$7.87K - $8.01K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
17.2KNew |
$1.41M - $1.44M
|
17.2K
$1.42M
|
|
|
Aug 11, 2022
Q2 2022
|
Ulrich Consultants & Investment Group, LLC
Albuquerque, NM |
BUY
|
- |
30.5KNew |
$2.5M - $2.55M
|
30.5K
$2.52M
|
|
|
Aug 10, 2022
Q2 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
270New |
$22.1K - $22.5K
|
270
$22.3K
|
|
|
Aug 10, 2022
Q2 2022
|
Mc Collum Christoferson Group LLC
Amherst, NY |
SELL
|
- |
-33KClosed |
$2.71M - $2.76M
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-12K- 23.34% |
$981K - $999K
|
39.3K
$3.25M
|
|
|
Aug 09, 2022
Q2 2022
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
24.4KNew |
$2M - $2.03M
|
24.4K
$2.01M
|
|
|
Aug 09, 2022
Q2 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-2.58KClosed |
$212K - $215K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
653New |
$53.5K - $54.5K
|
653
$53.9K
|
|
|
Aug 09, 2022
Q2 2022
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-3.17KClosed |
$260K - $264K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-276Closed |
$22.6K - $23K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-15- 0.53% |
$1.23K - $1.25K
|
2.8K
$231K
|
|
|
Aug 05, 2022
Q2 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-190- 67.86% |
$15.6K - $15.9K
|
90
$7.43K
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-457- 0.78% |
$37.5K - $38.2K
|
57.8K
$4.77M
|
|
|
Aug 05, 2022
Q2 2022
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
1K+ 97.75% |
$82K - $83.5K
|
2.02K
$167K
|
|
|
Aug 05, 2022
Q2 2022
|
X Square Capital, LLC
|
SELL
|
- |
-200- 5.24% |
$16.4K - $16.7K
|
3.62K
$299K
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-159Closed |
$13K - $13.3K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Dorchester Wealth Management CO
|
SELL
|
- |
-2.85KClosed |
$234K - $238K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Tru Independence LLC
|
SELL
|
- |
-6KClosed |
$492K - $501K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-3.67KClosed |
$301K - $307K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
4.68KNew |
$383K - $390K
|
4.68K
$386K
|
|
|
Aug 03, 2022
Q2 2022
|
Regency Capital Management Inc.\De
|
SELL
|
- |
-30.1K- 98.52% |
$2.47M - $2.51M
|
452
$37.3K
|
|
|
Aug 03, 2022
Q2 2022
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-3Closed |
$246 - $250
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
96New |
$7.87K - $8.01K
|
96
$7.93K
|
|
|
Jul 28, 2022
Q2 2022
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
12.9KNew |
$1.06M - $1.08M
|
12.9K
$1.07M
|
|
|
Jul 28, 2022
Q2 2022
|
Lcm Capital Management Inc
|
SELL
|
- |
-2K- 43.17% |
$164K - $167K
|
2.63K
$217K
|
|
|
Jul 28, 2022
Q2 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-133KClosed |
$10.9M - $11.1M
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Matisse Capital
|
SELL
|
- |
-5.1KClosed |
$418K - $426K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Great Diamond Partners, LLC
|
BUY
|
- |
17.5KNew |
$1.44M - $1.46M
|
17.5K
$1.45M
|
|
|
Jul 26, 2022
Q2 2022
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
8.07KNew |
$662K - $674K
|
8.07K
$667K
|
|
|
Jul 26, 2022
Q2 2022
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-3.21KClosed |
$263K - $268K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Crown Wealth Group, LLC
|
BUY
|
- |
4.82KNew |
$395K - $402K
|
4.82K
$398K
|
|
|
Jul 25, 2022
Q2 2022
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-2.96KClosed |
$243K - $247K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
70New |
$5.74K - $5.84K
|
70
$5.78K
|
|
|
Jul 25, 2022
Q2 2022
|
Parisi Gray Wealth Management
|
SELL
|
- |
-96.1KClosed |
$7.87M - $8.02M
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Walker Asset Management, LLC
|
BUY
|
- |
132KNew |
$10.8M - $11M
|
132K
$10.9M
|
|
|
Jul 22, 2022
Q2 2022
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-1.27K- 32.94% |
$104K - $106K
|
2.58K
$213K
|
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Counsel, Inc
|
BUY
|
- |
440New |
$36.1K - $36.7K
|
440
$36.3K
|
|
|
Jul 22, 2022
Q2 2022
|
Coastline Trust CO
|
SELL
|
- |
-5.67K- 58.88% |
$465K - $473K
|
3.96K
$327K
|
|
|
Jul 22, 2022
Q2 2022
|
High Tower Trust Services, Lta
|
BUY
|
- |
2.52KNew |
$206K - $210K
|
2.52K
$208K
|
|
|
Jul 22, 2022
Q2 2022
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-97.5KClosed |
$8M - $8.14M
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Steward Financial Group LLC
|
SELL
|
- |
-1.4KClosed |
$115K - $117K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Successful Portfolios LLC
|
SELL
|
- |
-5.25KClosed |
$430K - $438K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Investors Research Corp
|
SELL
|
- |
-401- 59.23% |
$32.9K - $33.5K
|
276
$22.8K
|
|
|
Jul 20, 2022
Q2 2022
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-99.9KClosed |
$8.19M - $8.34M
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
8.25KNew |
$676K - $689K
|
8.25K
$681K
|