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 |
|---|---|---|---|---|---|---|---|
|
Nov 02, 2022
Q3 2022
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-323- 10.72% |
$26.2K - $26.8K
|
2.69K
$223K
|
|
|
Nov 02, 2022
Q3 2022
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-2.41K- 20.37% |
$196K - $200K
|
9.43K
$781K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
1.65K+ 317.69% |
$134K - $137K
|
2.17K
$180K
|
|
|
Nov 01, 2022
Q3 2022
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-192K- 97.85% |
$15.6M - $15.9M
|
4.22K
$349K
|
|
|
Oct 28, 2022
Q3 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
5.81KNew |
$471K - $482K
|
5.81K
$481K
|
|
|
Oct 27, 2022
Q3 2022
|
Slow Capital, Inc.
|
BUY
|
- |
73KNew |
$5.92M - $6.06M
|
73K
$6.05M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
4.07KNew |
$330K - $338K
|
4.07K
$337K
|
|
|
Oct 26, 2022
Q3 2022
|
Gibraltar Capital Management, Inc.
|
SELL
|
- |
-162- 3.5% |
$13.1K - $13.5K
|
4.47K
$370K
|
|
|
Oct 25, 2022
Q3 2022
|
Ferguson Shapiro LLC
|
SELL
|
- |
-90K- 54.63% |
$7.29M - $7.47M
|
74.7K
$6.19M
|
|
|
Oct 24, 2022
Q3 2022
|
Canal Capital Management, LLC
|
BUY
|
- |
14.4KNew |
$1.17M - $1.19M
|
14.4K
$1.19M
|
|
|
Oct 24, 2022
Q3 2022
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
4.45KNew |
$361K - $370K
|
4.45K
$369K
|
|
|
Oct 24, 2022
Q3 2022
|
Trinity Financial Advisors LLC
|
BUY
|
- |
10.1KNew |
$822K - $842K
|
10.1K
$840K
|
|
|
Oct 21, 2022
Q3 2022
|
Cra Financial Services, LLC
|
SELL
|
- |
-4.09K- 36.84% |
$331K - $339K
|
7K
$580K
|
|
|
Oct 20, 2022
Q3 2022
|
Country Trust Bank
|
BUY
|
- |
185New |
$15K - $15.4K
|
185
$15.3K
|
|
|
Oct 20, 2022
Q3 2022
|
Northland Capital Management LLC
|
BUY
|
- |
8.18KNew |
$663K - $679K
|
8.18K
$678K
|
|
|
Oct 20, 2022
Q3 2022
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
16New |
$1.3K - $1.33K
|
16
$1.33K
|
|
|
Oct 20, 2022
Q3 2022
|
Acute Investment Advisory, LLC
Mesa, AZ |
BUY
|
- |
177KNew |
$14.3M - $14.7M
|
177K
$14.6M
|
|
|
Oct 17, 2022
Q3 2022
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-833- 23.74% |
$67.5K - $69.2K
|
2.68K
$222K
|
|
|
Oct 14, 2022
Q3 2022
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-254K- 86.19% |
$20.6M - $21.1M
|
40.7K
$3.37M
|
|
|
Oct 14, 2022
Q3 2022
|
Danda Trouve Investment Management, Inc.
|
SELL
|
- |
-142- 1.82% |
$11.5K - $11.8K
|
7.67K
$635K
|
|
|
Oct 13, 2022
Q3 2022
|
Newfound Research LLC
|
SELL
|
- |
-35.9K- 32.28% |
$2.91M - $2.98M
|
75.2K
$6.23M
|
|
|
Oct 12, 2022
Q3 2022
|
Btr Capital Management Inc
|
BUY
|
- |
3.37KNew |
$273K - $280K
|
3.37K
$279K
|
|
|
Oct 12, 2022
Q3 2022
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
3.82KNew |
$310K - $318K
|
3.82K
$317K
|
|
|
Oct 12, 2022
Q3 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-66.1K- 93.0% |
$5.36M - $5.49M
|
4.97K
$412K
|
|
|
Oct 12, 2022
Q3 2022
|
Emerald Advisors, LLC
|
SELL
|
- |
-6.44K- 41.49% |
$522K - $535K
|
9.09K
$753K
|
|
|
Oct 11, 2022
Q3 2022
|
Fc Advisory LLC
|
BUY
|
- |
4.01KNew |
$325K - $333K
|
4.01K
$332K
|
|
|
Oct 11, 2022
Q3 2022
|
Novare Capital Management LLC
|
SELL
|
- |
-11- 0.03% |
$891 - $914
|
35.5K
$2.94M
|
|
|
Oct 07, 2022
Q3 2022
|
Paladin Advisory Group, LLC
|
BUY
|
CALL |
670New |
$54.3K - $55.7K
|
670
$55.5K
|
|
|
Oct 04, 2022
Q3 2022
|
Ubp Investment Advisors Sa
|
SELL
|
- |
-24.5K- 31.13% |
$1.99M - $2.04M
|
54.2K
$4.49M
|
|
| Q2 2022 | |||||||
|
Sep 21, 2022
Q2 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
26New |
$2.13K - $2.17K
|
26
$2.15K
|
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-4.37KClosed |
$358K - $365K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-8.37KClosed |
$686K - $699K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Vericrest Private Wealth
Newtown, PA |
SELL
|
- |
-207- 4.38% |
$17K - $17.3K
|
4.52K
$374K
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-1Closed |
$82 - $83.5
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-6.5K- 67.69% |
$533K - $543K
|
3.11K
$257K
|
|
|
Aug 15, 2022
Q2 2022
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
29.8KNew |
$2.44M - $2.49M
|
29.8K
$2.47M
|
|
|
Aug 15, 2022
Q2 2022
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-3.41KClosed |
$280K - $285K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
15.6KNew |
$1.28M - $1.3M
|
15.6K
$1.29M
|
|
|
Aug 15, 2022
Q2 2022
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
1.38K+ 4.48% |
$113K - $115K
|
32.2K
$2.67M
|
|
|
Aug 15, 2022
Q2 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
1.26KNew |
$104K - $106K
|
1.26K
$105K
|
|
|
Aug 15, 2022
Q2 2022
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-278K- 59.8% |
$22.8M - $23.2M
|
187K
$15.5M
|
|
|
Aug 15, 2022
Q2 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
5.47KNew |
$448K - $456K
|
5.47K
$453K
|
|
|
Aug 15, 2022
Q2 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-1Closed |
$82 - $83.5
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
351+ 60.73% |
$28.8K - $29.3K
|
929
$76.9K
|
|
|
Aug 15, 2022
Q2 2022
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-7.71KClosed |
$632K - $644K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Edenbrook Capital, LLC
Mount Kisco, NY |
BUY
|
CALL |
100KNew |
$8.2M - $8.35M
|
100K
$8.28M
|
|
|
Aug 12, 2022
Q2 2022
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
362New |
$29.7K - $30.2K
|
362
$30K
|
|
|
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
|
|