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
|
Money Design Co.,Ltd.
|
BUY
|
- |
17.8K+ 14.97% |
$1.45M - $1.48M
|
137K
$11.2M
|
|
|
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
$368K
|
|
|
Jan 21, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
454+ 5.57% |
$37.1K - $37.7K
|
8.6K
$705K
|
|
|
Jan 21, 2025
Q4 2024
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
60.7KNew |
$4.95M - $5.03M
|
60.7K
$4.97M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
112+ 0.43% |
$9.15K - $9.29K
|
26.1K
$2.14M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-84- 13.88% |
$6.86K - $6.97K
|
521
$42.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
85.9K+ 44.58% |
$7.01M - $7.12M
|
278K
$22.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
2.47K+ 2.99% |
$202K - $205K
|
85.2K
$6.98M
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
9.4KNew |
$768K - $779K
|
9.4K
$770K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-2.27K- 12.86% |
$186K - $188K
|
15.4K
$1.26M
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
95.8K+ 281.14% |
$7.83M - $7.95M
|
130K
$10.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.17K+ 6.78% |
$340K - $346K
|
65.7K
$5.38M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
20.8K+ 23.43% |
$1.7M - $1.73M
|
110K
$8.99M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-5.7K- 1.83% |
$466K - $473K
|
305K
$25M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
34+ 1.36% |
$2.78K - $2.82K
|
2.54K
$208K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-2.41K- 17.53% |
$197K - $200K
|
11.3K
$928K
|
|
|
Jan 21, 2025
Q4 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-555- 15.04% |
$45.3K - $46K
|
3.14K
$257K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
770New |
$62.9K - $63.9K
|
770
$63.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
21+ 0.4% |
$1.72K - $1.74K
|
5.32K
$436K
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-446- 1.4% |
$36.4K - $37K
|
31.3K
$2.57M
|
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-500- 16.67% |
$40.8K - $41.5K
|
2.5K
$205K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-20.2K- 36.69% |
$1.65M - $1.68M
|
34.9K
$2.86M
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
13K+ 39.05% |
$1.07M - $1.08M
|
46.5K
$3.81M
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
424+ 14.25% |
$34.6K - $35.2K
|
3.4K
$279K
|
|
|
Jan 21, 2025
Q4 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
202+ 4.03% |
$16.5K - $16.8K
|
5.21K
$427K
|
|
|
Jan 21, 2025
Q4 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-523- 1.99% |
$42.7K - $43.4K
|
25.7K
$2.11M
|
|
|
Jan 21, 2025
Q4 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-242- 8.55% |
$19.8K - $20.1K
|
2.59K
$212K
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
174+ 5.69% |
$14.2K - $14.4K
|
3.23K
$265K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-558- 3.32% |
$45.6K - $46.3K
|
16.2K
$1.33M
|
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-831- 1.98% |
$67.9K - $68.9K
|
41.2K
$3.38M
|
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
16+ 0.26% |
$1.31K - $1.33K
|
6.29K
$515K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
42+ 0.41% |
$3.43K - $3.48K
|
10.4K
$849K
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-30.9K- 14.67% |
$2.52M - $2.56M
|
180K
$14.7M
|
|
|
Jan 17, 2025
Q4 2024
|
White Pine Investment CO
|
BUY
|
- |
11.4K+ 10.5% |
$931K - $945K
|
120K
$9.83M
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
119+ 4.01% |
$9.72K - $9.87K
|
3.09K
$253K
|
|
|
Jan 17, 2025
Q4 2024
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
3.68K+ 14.82% |
$301K - $305K
|
28.5K
$2.34M
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
8.43K+ 35.12% |
$688K - $699K
|
32.4K
$2.66M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
68.6K+ 25.91% |
$5.61M - $5.69M
|
333K
$27.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
31.5K+ 613.46% |
$2.58M - $2.62M
|
36.7K
$3.01M
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
4.35KNew |
$355K - $360K
|
4.35K
$356K
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
BUY
|
- |
4+ 1.25% |
$327 - $332
|
323
$26.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
1.23KNew |
$100K - $102K
|
1.23K
$101K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
6+ 0.02% |
$490 - $498
|
30.8K
$2.53M
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-598- 5.35% |
$48.8K - $49.6K
|
10.6K
$867K
|
|
|
Jan 17, 2025
Q4 2024
|
Lake Hills Wealth Management, LLC
|
SELL
|
- |
-50K- 23.78% |
$4.09M - $4.15M
|
160K
$13.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
31.3K+ 31.25% |
$2.56M - $2.59M
|
131K
$10.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
36.8K+ 12.15% |
$3.01M - $3.05M
|
340K
$27.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-400- 5.28% |
$32.7K - $33.2K
|
7.18K
$588K
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
74.1K+ 99.71% |
$6.05M - $6.14M
|
148K
$12.2M
|