Latest Institutional Purchases of Ishares Barclays 1 3 Year Trea (SHY)
This list provides information on the latest institutional transactions involving Ishares Barclays 1 3 Year Trea (SHY) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
BUY
|
- |
76+ 0.54% |
$6.18K - $6.33K
|
14.2K
$1.16M
|
|
Oct 18, 2024
Q3 2024
|
Columbus Macro, LLC
|
BUY
|
- |
75+ 2.3% |
$6.1K - $6.25K
|
3.34K
$273K
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
65New |
$5.29K - $5.41K
|
65
$5.32K
|
|
Nov 07, 2024
Q3 2024
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
62+ 1.66% |
$5.04K - $5.16K
|
3.8K
$311K
|
|
Oct 11, 2024
Q3 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
62+ 0.65% |
$5.04K - $5.16K
|
9.64K
$789K
|
|
Oct 07, 2024
Q3 2024
|
Twele Capital Management, Inc.
|
BUY
|
- |
62+ 1.23% |
$5.04K - $5.16K
|
5.09K
$416K
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
61+ 0.61% |
$4.96K - $5.08K
|
10K
$818K
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
60+ 3.26% |
$4.88K - $5K
|
1.9K
$156K
|
|
Oct 16, 2024
Q3 2024
|
Optimum Investment Advisors
|
BUY
|
- |
60+ 1.92% |
$4.88K - $5K
|
3.19K
$261K
|
|
Oct 15, 2024
Q3 2024
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
60+ 1.78% |
$4.88K - $5K
|
3.43K
$281K
|
|
Nov 12, 2024
Q3 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
50+ 0.99% |
$4.07K - $4.16K
|
5.1K
$417K
|
|
Nov 12, 2024
Q3 2024
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
50+ 0.37% |
$4.07K - $4.16K
|
13.4K
$1.1M
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
BUY
|
- |
48+ 0.72% |
$3.9K - $4K
|
6.68K
$546K
|
|
Nov 07, 2024
Q3 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
46New |
$3.74K - $3.83K
|
46
$3.76K
|
|
Oct 07, 2024
Q3 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
42+ 0.66% |
$3.42K - $3.5K
|
6.4K
$524K
|
|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
41+ 0.66% |
$3.33K - $3.41K
|
6.27K
$513K
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
41+ 7.27% |
$3.33K - $3.41K
|
605
$49.5K
|
|
Nov 13, 2024
Q3 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
40+ 53.33% |
$3.25K - $3.33K
|
115
$9.41K
|
|
Oct 28, 2024
Q3 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
40+ 0.2% |
$3.25K - $3.33K
|
20.2K
$1.66M
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
31+ 0.31% |
$2.52K - $2.58K
|
10K
$821K
|
|
Oct 30, 2024
Q3 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
29+ 0.98% |
$2.36K - $2.42K
|
2.98K
$243K
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
27+ 0.11% |
$2.2K - $2.25K
|
24.5K
$2M
|
|
Nov 01, 2024
Q3 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
27+ 0.66% |
$2.2K - $2.25K
|
4.12K
$337K
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
26+ 0.17% |
$2.11K - $2.17K
|
14.9K
$1.22M
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
25+ 1.01% |
$2.03K - $2.08K
|
2.51K
$205K
|
|
Oct 24, 2024
Q3 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
24+ 1.01% |
$1.95K - $2K
|
2.4K
$196K
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
BUY
|
- |
22+ 0.12% |
$1.79K - $1.83K
|
18.4K
$1.51M
|
|
Oct 23, 2024
Q3 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
21+ 0.97% |
$1.71K - $1.75K
|
2.19K
$179K
|
|
Oct 23, 2024
Q3 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
20+ 0.5% |
$1.63K - $1.67K
|
4.06K
$332K
|
|
Oct 15, 2024
Q3 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
20+ 0.38% |
$1.63K - $1.67K
|
5.3K
$434K
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
20New |
$1.63K - $1.67K
|
20
$1.64K
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
19+ 0.98% |
$1.54K - $1.58K
|
1.97K
$161K
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
17+ 3.19% |
$1.38K - $1.42K
|
550
$45K
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
17+ 0.55% |
$1.38K - $1.42K
|
3.11K
$254K
|
|
Oct 15, 2024
Q3 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
17+ 1.05% |
$1.38K - $1.42K
|
1.63K
$134K
|
|
Nov 14, 2024
Q3 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
16+ 3.18% |
$1.3K - $1.33K
|
519
$42.5K
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
16+ 0.23% |
$1.3K - $1.33K
|
6.95K
$568K
|
|
Oct 07, 2024
Q3 2024
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
16+ 0.53% |
$1.3K - $1.33K
|
3.04K
$249K
|
|
Oct 03, 2024
Q3 2024
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
16+ 0.97% |
$1.3K - $1.33K
|
1.67K
$136K
|
|
Oct 30, 2024
Q3 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
15+ 0.49% |
$1.22K - $1.25K
|
3.06K
$250K
|
|
Nov 01, 2024
Q3 2024
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
14+ 0.05% |
$1.14K - $1.17K
|
30.4K
$2.49M
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
11+ 0.27% |
$894 - $916
|
4.1K
$336K
|
|
Nov 12, 2024
Q3 2024
|
Gen Trust, LLC
|
BUY
|
- |
10+ 0.05% |
$813 - $833
|
19.8K
$1.62M
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
9New |
$732 - $750
|
9
$736
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
9+ 0.25% |
$732 - $750
|
3.6K
$295K
|
|
Oct 21, 2024
Q3 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
8+ 0.04% |
$650 - $666
|
21.7K
$1.78M
|
|
Oct 15, 2024
Q3 2024
|
Alhambra Investment Partners LLC
|
BUY
|
- |
7+ 0.06% |
$569 - $583
|
11.3K
$923K
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
5+ 0.06% |
$407 - $416
|
8.42K
$689K
|
|
Oct 03, 2024
Q3 2024
|
Rockland Trust CO
|
BUY
|
- |
5+ 0.04% |
$407 - $416
|
11.5K
$939K
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
4+ 8.7% |
$325 - $333
|
50
$4.09K
|