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 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
271+ 7.61% |
$22.1K - $22.5K
|
3.83K
$315K
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
SELL
|
- |
-1.38K- 13.81% |
$113K - $114K
|
8.6K
$708K
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-288- 3.22% |
$23.5K - $23.9K
|
8.65K
$712K
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
22.6KNew |
$1.84M - $1.87M
|
22.6K
$1.86M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.18K- 10.97% |
$96.4K - $97.9K
|
9.58K
$788K
|
|
|
Jan 22, 2025
Q4 2024
|
Center For Asset Management LLC
|
BUY
|
- |
145+ 5.82% |
$11.8K - $12K
|
2.64K
$217K
|
|
|
Jan 22, 2025
Q4 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
5.97K+ 2.69% |
$488K - $495K
|
228K
$18.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
8.75K+ 14.27% |
$715K - $726K
|
70.1K
$5.77M
|
|
|
Jan 22, 2025
Q4 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
1.76K+ 28.5% |
$144K - $146K
|
7.95K
$654K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-8.2K- 99.9% |
$670K - $680K
|
8
$658
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-157- 2.77% |
$12.8K - $13K
|
5.51K
$454K
|
|
|
Jan 22, 2025
Q4 2024
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
3.51KNew |
$287K - $291K
|
3.51K
$289K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-191K- 51.49% |
$15.6M - $15.9M
|
180K
$14.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-4K- 33.01% |
$327K - $332K
|
8.12K
$668K
|
|
|
Jan 22, 2025
Q4 2024
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-474- 2.09% |
$38.7K - $39.3K
|
22.2K
$1.82M
|
|
|
Jan 22, 2025
Q4 2024
|
Bay Rivers Group
|
BUY
|
- |
3.44K+ 93.53% |
$281K - $285K
|
7.12K
$586K
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-32- 0.65% |
$2.61K - $2.65K
|
4.92K
$405K
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
1.1K+ 3.11% |
$89.6K - $91K
|
36.3K
$2.99M
|
|
|
Jan 22, 2025
Q4 2024
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-10.4K- 20.83% |
$846K - $859K
|
39.4K
$3.24M
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-519- 1.64% |
$42.4K - $43K
|
31K
$2.55M
|
|
|
Jan 22, 2025
Q4 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
241+ 9.8% |
$19.7K - $20K
|
2.7K
$222K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-81- 2.98% |
$6.62K - $6.72K
|
2.64K
$217K
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-1.96K- 10.76% |
$160K - $163K
|
16.3K
$1.34M
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
BUY
|
- |
3.31KNew |
$270K - $274K
|
3.31K
$272K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-26.7K- 16.98% |
$2.18M - $2.22M
|
131K
$10.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-20- 1.2% |
$1.63K - $1.66K
|
1.65K
$136K
|
|
|
Jan 22, 2025
Q4 2024
|
Money Design Co.,Ltd.
|
BUY
|
- |
17.8K+ 14.97% |
$1.45M - $1.48M
|
137K
$11.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Barry Investment Advisors, LLC
|
BUY
|
- |
1.5K+ 8.85% |
$123K - $125K
|
18.5K
$1.52M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
884+ 24.55% |
$72.2K - $73.3K
|
4.49K
$369K
|
|
|
Jan 21, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
454+ 5.57% |
$37.1K - $37.7K
|
8.6K
$708K
|
|
|
Jan 21, 2025
Q4 2024
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
60.7KNew |
$4.95M - $5.03M
|
60.7K
$4.99M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
112+ 0.43% |
$9.15K - $9.29K
|
26.1K
$2.15M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-84- 13.88% |
$6.86K - $6.97K
|
521
$42.9K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
85.9K+ 44.58% |
$7.01M - $7.12M
|
278K
$22.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
2.47K+ 2.99% |
$202K - $205K
|
85.2K
$7.01M
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
9.4KNew |
$768K - $779K
|
9.4K
$773K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-2.27K- 12.86% |
$186K - $188K
|
15.4K
$1.27M
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
95.8K+ 281.14% |
$7.83M - $7.95M
|
130K
$10.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.17K+ 6.78% |
$340K - $346K
|
65.7K
$5.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
20.8K+ 23.43% |
$1.7M - $1.73M
|
110K
$9.03M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-5.7K- 1.83% |
$466K - $473K
|
305K
$25.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
34+ 1.36% |
$2.78K - $2.82K
|
2.54K
$209K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-2.41K- 17.53% |
$197K - $200K
|
11.3K
$931K
|
|
|
Jan 21, 2025
Q4 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-555- 15.04% |
$45.3K - $46K
|
3.14K
$258K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
770New |
$62.9K - $63.9K
|
770
$63.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
21+ 0.4% |
$1.72K - $1.74K
|
5.32K
$438K
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-446- 1.4% |
$36.4K - $37K
|
31.3K
$2.58M
|
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-500- 16.67% |
$40.8K - $41.5K
|
2.5K
$206K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-20.2K- 36.69% |
$1.65M - $1.68M
|
34.9K
$2.87M
|