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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2022
Q2 2022
|
Ma Private Wealth
|
SELL
|
- |
-6.54KClosed |
$536K - $546K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
2.36KNew |
$194K - $197K
|
2.36K
$196K
|
|
|
Jul 12, 2022
Q2 2022
|
Exane Derivatives
|
SELL
|
- |
-1.81KClosed |
$149K - $151K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-22.4KClosed |
$1.84M - $1.87M
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
D. Scott Neal, Inc.
|
SELL
|
- |
-3.27KClosed |
$268K - $273K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Stone Asset Management Inc.
|
BUY
|
- |
4+ 0.16% |
$328 - $334
|
2.53K
$210K
|
|
|
Jul 11, 2022
Q2 2022
|
Prosperity Planning, Inc.
|
BUY
|
- |
376New |
$30.8K - $31.4K
|
376
$31.1K
|
|
|
Jul 06, 2022
Q2 2022
|
Sage Capital Advisors,Llc
|
BUY
|
- |
6.61KNew |
$542K - $552K
|
6.61K
$548K
|
|
|
Jul 06, 2022
Q2 2022
|
Centric Wealth Management
|
BUY
|
- |
3.07KNew |
$252K - $256K
|
3.07K
$254K
|
|
| Q1 2022 | |||||||
|
Dec 01, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
83+ 45.86% |
$6.91K - $7.1K
|
264
$21.9K
|
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-1.75KClosed |
$145K - $149K
|
0
$0
|
|
|
May 17, 2022
Q1 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
416New |
$34.6K - $35.6K
|
416
$34.5K
|
|
|
May 16, 2022
Q1 2022
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-9.21KClosed |
$767K - $788K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-36.8KClosed |
$3.07M - $3.15M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-14Closed |
$1.17K - $1.2K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-3.19KClosed |
$265K - $273K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-8.27KClosed |
$688K - $707K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-2.49KClosed |
$207K - $213K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
SELL
|
- |
-18.9KClosed |
$1.58M - $1.62M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Tlwm
San Antonio, TX |
SELL
|
- |
-47.7KClosed |
$3.97M - $4.08M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-50- 16.67% |
$4.16K - $4.27K
|
250
$20.7K
|
|
|
May 16, 2022
Q1 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-9.53KClosed |
$793K - $814K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Covington Capital Management
|
SELL
|
- |
-390- 36.41% |
$32.5K - $33.3K
|
681
$56.4K
|
|
|
May 13, 2022
Q1 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-5.25KClosed |
$437K - $449K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-146Closed |
$12.2K - $12.5K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Wiser Wealth Management, Inc
|
SELL
|
- |
-3.28KClosed |
$273K - $280K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Jag Capital Management, LLC
|
SELL
|
- |
-5.99KClosed |
$499K - $512K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
First Washington Corp
Seattle, WA |
SELL
|
- |
-500Closed |
$41.6K - $42.7K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-2.09KClosed |
$174K - $178K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-5.2KClosed |
$433K - $445K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-1.5KClosed |
$125K - $128K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
17KNew |
$1.42M - $1.45M
|
17K
$1.41M
|
|
|
May 09, 2022
Q1 2022
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-2.48KClosed |
$206K - $212K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-1.25KClosed |
$104K - $107K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Nadler Financial Group, Inc.
|
BUY
|
- |
2.94KNew |
$245K - $251K
|
2.94K
$244K
|
|
|
May 05, 2022
Q1 2022
|
Ifg Advisors, LLC
|
BUY
|
- |
7.14KNew |
$594K - $610K
|
7.14K
$591K
|
|
|
May 05, 2022
Q1 2022
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-28Closed |
$2.33K - $2.39K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
O Donnell Financial Services, LLC
|
SELL
|
- |
-284- 6.94% |
$23.6K - $24.3K
|
3.81K
$315K
|
|
|
May 04, 2022
Q1 2022
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-130Closed |
$10.8K - $11.1K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Excalibur Management Corp
|
SELL
|
- |
-83KClosed |
$6.91M - $7.1M
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
5th Street Advisors, LLC
|
BUY
|
- |
5.84KNew |
$486K - $499K
|
5.84K
$483K
|
|
|
May 02, 2022
Q1 2022
|
Forward Management, LLC
|
SELL
|
- |
-6.35MClosed |
$528M - $543M
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Ntb Financial Corp
Centennial, CO |
SELL
|
- |
-32.9KClosed |
$2.74M - $2.81M
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-820Closed |
$68.3K - $70.1K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Accel Wealth Management
|
SELL
|
- |
-38- 17.59% |
$3.16K - $3.25K
|
178
$14.7K
|
|
|
Apr 29, 2022
Q1 2022
|
Ibex Investors LLC
|
SELL
|
- |
-48KClosed |
$4M - $4.1M
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-210Closed |
$17.5K - $18K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-3.45KClosed |
$287K - $295K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Barnett & Company, Inc.
|
SELL
|
- |
-149Closed |
$12.4K - $12.7K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-3.09KClosed |
$257K - $264K
|
0
$0
|
|