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 10, 2025
Q4 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-1K- 7.08% |
$81.9K - $83.2K
|
13.2K
$1.09M
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-395- 8.5% |
$32.3K - $32.8K
|
4.25K
$351K
|
|
|
Feb 10, 2025
Q4 2024
|
Hilton Capital Management, LLC
|
SELL
|
- |
-495- 10.24% |
$40.4K - $41.1K
|
4.34K
$358K
|
|
|
Feb 10, 2025
Q4 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-671- 3.58% |
$54.8K - $55.6K
|
18.1K
$1.49M
|
|
|
Feb 10, 2025
Q4 2024
|
Postrock Partners LLC
Overland Park, OR |
BUY
|
- |
4.93KNew |
$402K - $409K
|
4.93K
$407K
|
|
|
Feb 10, 2025
Q4 2024
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
210KNew |
$17.1M - $17.4M
|
210K
$17.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Integras Partners LLC
Alpharetta, GA |
BUY
|
- |
18.3KNew |
$1.5M - $1.52M
|
18.3K
$1.52M
|
|
|
Feb 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-5.46K- 31.98% |
$446K - $453K
|
11.6K
$959K
|
|
|
Feb 10, 2025
Q4 2024
|
Renasant Bank
|
SELL
|
- |
-1.88K- 19.86% |
$154K - $156K
|
7.59K
$627K
|
|
|
Feb 10, 2025
Q4 2024
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-93- 0.45% |
$7.6K - $7.71K
|
20.5K
$1.69M
|
|
|
Feb 10, 2025
Q4 2024
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
33.7KNew |
$2.75M - $2.79M
|
33.7K
$2.78M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
125K+ 61.88% |
$10.2M - $10.3M
|
326K
$26.9M
|
|
|
Feb 10, 2025
Q4 2024
|
ETF Store, Inc.
|
SELL
|
- |
-1.14K- 22.84% |
$93K - $94.5K
|
3.85K
$318K
|
|
|
Feb 10, 2025
Q4 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-2.75K- 14.81% |
$225K - $228K
|
15.8K
$1.31M
|
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
4+ 1.45% |
$327 - $332
|
279
$23K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.36K- 1.3% |
$111K - $113K
|
103K
$8.49M
|
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
BUY
|
- |
863+ 3.25% |
$70.5K - $71.6K
|
27.4K
$2.27M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
798+ 18.52% |
$65.2K - $66.2K
|
5.11K
$422K
|
|
|
Feb 10, 2025
Q4 2024
|
Addison Capital CO
|
SELL
|
- |
-2.16K- 17.83% |
$176K - $179K
|
9.95K
$822K
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
BUY
|
- |
5.28K+ 15.19% |
$431K - $438K
|
40K
$3.31M
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-7.37K- 8.16% |
$602K - $611K
|
82.9K
$6.84M
|
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-235- 8.75% |
$19.2K - $19.5K
|
2.45K
$202K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
431+ 0.45% |
$35.2K - $35.7K
|
96.5K
$7.97M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-387- 12.11% |
$31.6K - $32.1K
|
2.81K
$232K
|
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-134- 3.32% |
$10.9K - $11.1K
|
3.91K
$322K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-206K- 25.28% |
$16.8M - $17M
|
607K
$50.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-3.83K- 1.7% |
$313K - $317K
|
221K
$18.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
10.1KNew |
$829K - $841K
|
10.1K
$838K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
23+ 2.6% |
$1.88K - $1.91K
|
906
$74.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-2.2K- 8.69% |
$180K - $182K
|
23.1K
$1.91M
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
104New |
$8.49K - $8.62K
|
104
$8.59K
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
1.36K+ 49.93% |
$111K - $112K
|
4.07K
$336K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-9.34K- 17.01% |
$762K - $774K
|
45.5K
$3.76M
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
SELL
|
- |
-496- 0.21% |
$40.5K - $41.1K
|
239K
$19.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-239- 2.05% |
$19.5K - $19.8K
|
11.4K
$943K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1.42K+ 3.03% |
$116K - $117K
|
48.1K
$3.97M
|
|
|
Feb 10, 2025
Q4 2024
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
2.74K+ 1.97% |
$224K - $227K
|
142K
$11.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-3.72K- 8.38% |
$304K - $308K
|
40.7K
$3.36M
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
239New |
$19.5K - $19.8K
|
239
$19.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Independent Family Office, LLC
|
SELL
|
- |
-16.4K- 43.61% |
$1.34M - $1.36M
|
21.2K
$1.75M
|
|
|
Feb 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
971+ 9.87% |
$79.3K - $80.5K
|
10.8K
$892K
|
|
|
Feb 10, 2025
Q4 2024
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
7.91K+ 15.96% |
$646K - $656K
|
57.4K
$4.74M
|
|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
4.04KNew |
$330K - $335K
|
4.04K
$334K
|
|
|
Feb 10, 2025
Q4 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
44.5K+ 6.63% |
$3.63M - $3.69M
|
715K
$59.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-1.42K- 7.0% |
$116K - $118K
|
18.9K
$1.56M
|
|
|
Feb 10, 2025
Q4 2024
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
5.66KNew |
$463K - $470K
|
5.66K
$468K
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
6.18K+ 1191.14% |
$505K - $513K
|
6.7K
$553K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
110K+ 10.74% |
$8.94M - $9.08M
|
1.13M
$93.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Camden National Bank
Camden, ME |
BUY
|
- |
8.35K+ 7.64% |
$682K - $692K
|
118K
$9.71M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
25K+ 14.95% |
$2.04M - $2.07M
|
192K
$15.9M
|