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 30, 2025
Q4 2024
|
De Dora Capital, Inc.
|
SELL
|
- |
-1.26K- 16.3% |
$103K - $104K
|
6.45K
$529K
|
|
|
Jan 30, 2025
Q4 2024
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-520- 12.94% |
$42.5K - $43.1K
|
3.5K
$287K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.15K- 22.89% |
$94K - $95.5K
|
3.88K
$318K
|
|
|
Jan 30, 2025
Q4 2024
|
Latko Wealth Management, Ltd.
Frankfort, IL |
BUY
|
- |
2.15K+ 33.85% |
$175K - $178K
|
8.48K
$695K
|
|
|
Jan 30, 2025
Q4 2024
|
Members Trust CO
|
SELL
|
- |
-45.7K- 3.17% |
$3.73M - $3.79M
|
1.4M
$114M
|
|
|
Jan 30, 2025
Q4 2024
|
Mtc Wealth Management LLC
|
SELL
|
- |
-1.27K- 1.09% |
$104K - $105K
|
116K
$9.47M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-4.99K- 36.27% |
$408K - $414K
|
8.77K
$719K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-1- 0.22% |
$81.7 - $82.9
|
450
$36.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
66.3K+ 56.26% |
$5.41M - $5.5M
|
184K
$15.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-132- 0.12% |
$10.8K - $10.9K
|
109K
$8.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
3.08K+ 10.84% |
$252K - $256K
|
31.5K
$2.59M
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-239- 3.81% |
$19.5K - $19.8K
|
6.03K
$494K
|
|
|
Jan 30, 2025
Q4 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
3.21K+ 43.76% |
$262K - $266K
|
10.5K
$864K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
439New |
$35.9K - $36.4K
|
439
$36K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-958- 42.65% |
$78.2K - $79.4K
|
1.29K
$106K
|
|
|
Jan 30, 2025
Q4 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
59+ 1.36% |
$4.82K - $4.89K
|
4.41K
$362K
|
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-331- 7.21% |
$27K - $27.4K
|
4.26K
$349K
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
SELL
|
- |
-197- 0.15% |
$16.1K - $16.3K
|
130K
$10.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-3.08K- 13.82% |
$251K - $255K
|
19.2K
$1.57M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
1.78K+ 20.54% |
$145K - $148K
|
10.4K
$856K
|
|
|
Jan 30, 2025
Q4 2024
|
Amarillo National Bank
|
BUY
|
- |
861+ 8.95% |
$70.3K - $71.4K
|
10.5K
$859K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.14K+ 3.85% |
$93K - $94.5K
|
30.7K
$2.52M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
7.13K+ 66.64% |
$582K - $591K
|
17.8K
$1.46M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.11KNew |
$254K - $258K
|
3.11K
$255K
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
BUY
|
- |
57+ 1.12% |
$4.66K - $4.73K
|
5.16K
$423K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-9.78K- 33.5% |
$799K - $811K
|
19.4K
$1.59M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-14.6K- 13.01% |
$1.19M - $1.21M
|
97.8K
$8.01M
|
|
|
Jan 30, 2025
Q4 2024
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
539+ 1.21% |
$44K - $44.7K
|
45.1K
$3.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
SELL
|
- |
-7.4K- 17.39% |
$604K - $613K
|
35.1K
$2.88M
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-124- 13.14% |
$10.1K - $10.3K
|
820
$67.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Cambiar Investors LLC
|
SELL
|
- |
-3.16K- 4.31% |
$258K - $262K
|
70.3K
$5.76M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.59K- 1.69% |
$130K - $132K
|
92.4K
$7.58M
|
|
|
Jan 29, 2025
Q4 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
14.8KNew |
$1.21M - $1.22M
|
14.8K
$1.21M
|
|
|
Jan 29, 2025
Q4 2024
|
Single Point Partners, LLC
|
BUY
|
- |
35.9KNew |
$2.93M - $2.98M
|
35.9K
$2.94M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
24.3KNew |
$1.98M - $2.01M
|
24.3K
$1.99M
|
|
|
Jan 29, 2025
Q4 2024
|
Shaker Investments LLC
|
SELL
|
- |
-121- 4.71% |
$9.88K - $10K
|
2.45K
$201K
|
|
|
Jan 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
4.02K+ 31.05% |
$329K - $334K
|
17K
$1.39M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
3.28KNew |
$268K - $272K
|
3.28K
$269K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
75.9K+ 17.0% |
$6.2M - $6.29M
|
522K
$42.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
7+ 0.19% |
$572 - $581
|
3.77K
$309K
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
197+ 0.63% |
$16.1K - $16.3K
|
31.3K
$2.57M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
8.32K+ 12.39% |
$680K - $690K
|
75.5K
$6.19M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-203- 4.61% |
$16.6K - $16.8K
|
4.2K
$344K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
26.2K+ 644.09% |
$2.14M - $2.17M
|
30.2K
$2.48M
|
|
|
Jan 29, 2025
Q4 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
1.68K+ 3.02% |
$137K - $139K
|
57.3K
$4.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
BUY
|
- |
3.1K+ 35.4% |
$253K - $257K
|
11.8K
$970K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
11.8K+ 82.77% |
$960K - $975K
|
26K
$2.13M
|
|
|
Jan 29, 2025
Q4 2024
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-46- 0.76% |
$3.76K - $3.81K
|
6K
$492K
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
62.5K+ 43.92% |
$5.1M - $5.18M
|
205K
$16.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
5+ 0.08% |
$408 - $415
|
6.07K
$498K
|