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 |
---|---|---|---|---|---|---|---|
Feb 12, 2025
Q4 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
3.6KNew |
$294K - $299K
|
3.6K
$297K
|
|
Feb 12, 2025
Q4 2024
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-5.73K- 4.02% |
$468K - $475K
|
137K
$11.3M
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
5.97KNew |
$487K - $495K
|
5.97K
$493K
|
|
Feb 11, 2025
Q4 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
1+ 2.17% |
$81.7 - $82.9
|
47
$3.88K
|
|
Feb 11, 2025
Q4 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-840- 1.07% |
$68.6K - $69.7K
|
77.4K
$6.4M
|
|
Feb 11, 2025
Q4 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-36K- 8.29% |
$2.94M - $2.98M
|
398K
$32.9M
|
|
Feb 11, 2025
Q4 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
51K+ 131.89% |
$4.17M - $4.23M
|
89.7K
$7.4M
|
|
Feb 11, 2025
Q4 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-851- 18.76% |
$69.5K - $70.6K
|
3.69K
$304K
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
1.45K+ 36.58% |
$118K - $120K
|
5.4K
$446K
|
|
Feb 11, 2025
Q4 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
16.5KNew |
$1.35M - $1.37M
|
16.5K
$1.36M
|
|
Feb 11, 2025
Q4 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.04K+ 6.03% |
$248K - $252K
|
53.4K
$4.41M
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
26.2K+ 2.78% |
$2.14M - $2.17M
|
966K
$79.8M
|
|
Feb 11, 2025
Q4 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-27K- 24.44% |
$2.2M - $2.24M
|
83.4K
$6.88M
|
|
Feb 11, 2025
Q4 2024
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
37KNew |
$3.03M - $3.07M
|
37K
$3.06M
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-290- 5.07% |
$23.7K - $24K
|
5.43K
$448K
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
394New |
$32.2K - $32.7K
|
394
$32.5K
|
|
Feb 11, 2025
Q4 2024
|
Guardian Partners Inc.
Toronto, Z4 |
BUY
|
- |
9.91KNew |
$809K - $821K
|
9.91K
$818K
|
|
Feb 11, 2025
Q4 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-186- 5.84% |
$15.2K - $15.4K
|
3K
$248K
|
|
Feb 11, 2025
Q4 2024
|
Mizuho Markets Americas LLC
|
SELL
|
- |
-509K- 94.2% |
$41.6M - $42.2M
|
31.3K
$2.59M
|
|
Feb 11, 2025
Q4 2024
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-1- 0.28% |
$81.7 - $82.9
|
362
$29.9K
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
11KNew |
$901K - $915K
|
11K
$911K
|
|
Feb 11, 2025
Q4 2024
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-2.33K- 32.82% |
$191K - $193K
|
4.78K
$394K
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
142+ 2.18% |
$11.6K - $11.8K
|
6.67K
$550K
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
2.2K+ 75.52% |
$179K - $182K
|
5.1K
$421K
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
141K+ 19.55% |
$11.5M - $11.7M
|
863K
$71.3M
|
|
Feb 11, 2025
Q4 2024
|
Community Bank, N.A.
|
BUY
|
- |
2.84K+ 12.15% |
$232K - $235K
|
26.2K
$2.16M
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-19K- 1.94% |
$1.55M - $1.57M
|
961K
$79.3M
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-221K- 3.32% |
$18.1M - $18.3M
|
6.44M
$532M
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-743- 3.75% |
$60.7K - $61.6K
|
19.1K
$1.57M
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
290+ 0.9% |
$23.7K - $24K
|
32.4K
$2.68M
|
|
Feb 11, 2025
Q4 2024
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
6.34KNew |
$518K - $526K
|
6.34K
$524K
|
|
Feb 11, 2025
Q4 2024
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-76.1K- 25.88% |
$6.21M - $6.31M
|
218K
$18M
|
|
Feb 11, 2025
Q4 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
733+ 3.76% |
$59.9K - $60.8K
|
20.2K
$1.67M
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
15.2K+ 4.75% |
$1.24M - $1.26M
|
335K
$27.7M
|
|
Feb 11, 2025
Q4 2024
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-3.12K- 3.7% |
$255K - $259K
|
81.2K
$6.71M
|
|
Feb 11, 2025
Q4 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-5.61K- 8.69% |
$458K - $465K
|
59K
$4.87M
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-12.3K- 8.68% |
$1.01M - $1.02M
|
130K
$10.7M
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
295K+ 336.15% |
$24.1M - $24.5M
|
383K
$31.6M
|
|
Feb 11, 2025
Q4 2024
|
America First Investment Advisors, LLC
|
BUY
|
- |
41.7K+ 10.03% |
$3.4M - $3.45M
|
457K
$37.7M
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
BUY
|
- |
863+ 4.69% |
$70.5K - $71.6K
|
19.3K
$1.59M
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-162- 0.5% |
$13.2K - $13.4K
|
32.4K
$2.67M
|
|
Feb 11, 2025
Q4 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-1.2K- 4.01% |
$98K - $99.5K
|
28.7K
$2.37M
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
59.6K+ 972.82% |
$4.87M - $4.94M
|
65.7K
$5.43M
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
16.9KNew |
$1.38M - $1.4M
|
16.9K
$1.39M
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
159New |
$13K - $13.2K
|
159
$13.1K
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-46- 20.26% |
$3.76K - $3.81K
|
181
$14.9K
|
|
Feb 10, 2025
Q4 2024
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-3.66K- 12.71% |
$299K - $304K
|
25.2K
$2.08M
|
|
Feb 10, 2025
Q4 2024
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
53+ 0.17% |
$4.33K - $4.4K
|
30.5K
$2.52M
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-26.6K- 4.33% |
$2.17M - $2.21M
|
589K
$48.6M
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-2.13K- 8.08% |
$174K - $177K
|
24.2K
$2M
|