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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2022
Q3 2022
|
Trinity Financial Advisors LLC
|
BUY
|
- |
10.1KNew |
$822K - $842K
|
10.1K
$840K
|
|
|
Oct 20, 2022
Q3 2022
|
Northland Capital Management LLC
|
BUY
|
- |
8.18KNew |
$663K - $679K
|
8.18K
$678K
|
|
|
Oct 28, 2022
Q3 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
5.81KNew |
$471K - $482K
|
5.81K
$481K
|
|
|
Oct 24, 2022
Q3 2022
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
4.45KNew |
$361K - $370K
|
4.45K
$369K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
4.07KNew |
$330K - $338K
|
4.07K
$337K
|
|
|
Oct 11, 2022
Q3 2022
|
Fc Advisory LLC
|
BUY
|
- |
4.01KNew |
$325K - $333K
|
4.01K
$332K
|
|
|
Oct 12, 2022
Q3 2022
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
3.82KNew |
$310K - $318K
|
3.82K
$317K
|
|
|
Nov 03, 2022
Q3 2022
|
Cypress Capital Management LLC
Greenville, DE |
BUY
|
- |
3.6KNew |
$292K - $299K
|
3.6K
$298K
|
|
|
Oct 12, 2022
Q3 2022
|
Btr Capital Management Inc
|
BUY
|
- |
3.37KNew |
$273K - $280K
|
3.37K
$279K
|
|
|
Nov 21, 2022
Q3 2022
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
3.06K+ 15.45% |
$248K - $254K
|
22.9K
$1.89M
|
|
|
Nov 08, 2022
Q3 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
3KNew |
$243K - $249K
|
3K
$248K
|
|
|
Nov 14, 2022
Q3 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
2.56KNew |
$207K - $212K
|
2.56K
$212K
|
|
|
Nov 09, 2022
Q3 2022
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
2.53KNew |
$205K - $210K
|
2.53K
$210K
|
|
|
Nov 07, 2022
Q3 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
2.49KNew |
$202K - $207K
|
2.49K
$206K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
1.65K+ 317.69% |
$134K - $137K
|
2.17K
$180K
|
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
813New |
$65.9K - $67.5K
|
813
$67.3K
|
|
|
Oct 07, 2022
Q3 2022
|
Paladin Advisory Group, LLC
|
BUY
|
CALL |
670New |
$54.3K - $55.7K
|
670
$55.5K
|
|
|
Nov 09, 2022
Q3 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
203New |
$16.5K - $16.9K
|
203
$16.8K
|
|
|
Oct 20, 2022
Q3 2022
|
Country Trust Bank
|
BUY
|
- |
185New |
$15K - $15.4K
|
185
$15.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
165+ 0.18% |
$13.4K - $13.7K
|
91.7K
$7.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
86New |
$6.97K - $7.14K
|
86
$7.12K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
20New |
$1.62K - $1.66K
|
20
$1.66K
|
|
|
Oct 20, 2022
Q3 2022
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
16New |
$1.3K - $1.33K
|
16
$1.33K
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
PUT |
3New |
$243 - $249
|
3
$248
|
|
| Q2 2022 | |||||||
|
Aug 11, 2022
Q2 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
199KNew |
$16.3M - $16.6M
|
199K
$16.5M
|
|
|
Jul 25, 2022
Q2 2022
|
Walker Asset Management, LLC
|
BUY
|
- |
132KNew |
$10.8M - $11M
|
132K
$10.9M
|
|
|
Aug 12, 2022
Q2 2022
|
Edenbrook Capital, LLC
Mount Kisco, NY |
BUY
|
CALL |
100KNew |
$8.2M - $8.35M
|
100K
$8.28M
|
|
|
Aug 11, 2022
Q2 2022
|
Ulrich Consultants & Investment Group, LLC
Albuquerque, NM |
BUY
|
- |
30.5KNew |
$2.5M - $2.55M
|
30.5K
$2.53M
|
|
|
Aug 15, 2022
Q2 2022
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
29.8KNew |
$2.44M - $2.49M
|
29.8K
$2.47M
|
|
|
Aug 09, 2022
Q2 2022
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
24.4KNew |
$2M - $2.03M
|
24.4K
$2.02M
|
|
|
Jul 26, 2022
Q2 2022
|
Great Diamond Partners, LLC
|
BUY
|
- |
17.5KNew |
$1.44M - $1.46M
|
17.5K
$1.45M
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
17.2KNew |
$1.41M - $1.44M
|
17.2K
$1.43M
|
|
|
Aug 15, 2022
Q2 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
15.6KNew |
$1.28M - $1.3M
|
15.6K
$1.29M
|
|
|
Jul 28, 2022
Q2 2022
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
12.9KNew |
$1.06M - $1.08M
|
12.9K
$1.07M
|
|
|
Jul 18, 2022
Q2 2022
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
8.25KNew |
$676K - $689K
|
8.25K
$683K
|
|
|
Jul 26, 2022
Q2 2022
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
8.07KNew |
$662K - $674K
|
8.07K
$669K
|
|
|
Jul 15, 2022
Q2 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
7.15KNew |
$586K - $597K
|
7.15K
$592K
|
|
|
Jul 06, 2022
Q2 2022
|
Sage Capital Advisors,Llc
|
BUY
|
- |
6.61KNew |
$542K - $552K
|
6.61K
$548K
|
|
|
Aug 15, 2022
Q2 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
5.47KNew |
$448K - $456K
|
5.47K
$453K
|
|
|
Jul 25, 2022
Q2 2022
|
Crown Wealth Group, LLC
|
BUY
|
- |
4.82KNew |
$395K - $402K
|
4.82K
$399K
|
|
|
Aug 03, 2022
Q2 2022
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
4.68KNew |
$383K - $390K
|
4.68K
$387K
|
|
|
Jul 06, 2022
Q2 2022
|
Centric Wealth Management
|
BUY
|
- |
3.07KNew |
$252K - $256K
|
3.07K
$254K
|
|
|
Jul 22, 2022
Q2 2022
|
High Tower Trust Services, Lta
|
BUY
|
- |
2.52KNew |
$206K - $210K
|
2.52K
$209K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
2.36KNew |
$194K - $197K
|
2.36K
$196K
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
1.7K+ 56.14% |
$139K - $141K
|
4.71K
$390K
|
|
|
Aug 15, 2022
Q2 2022
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
1.38K+ 4.48% |
$113K - $115K
|
32.2K
$2.67M
|
|
|
Aug 15, 2022
Q2 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
1.26KNew |
$104K - $106K
|
1.26K
$105K
|
|
|
Aug 05, 2022
Q2 2022
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
1K+ 97.75% |
$82K - $83.5K
|
2.02K
$168K
|
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Counsel, Inc
|
BUY
|
- |
440New |
$36.1K - $36.7K
|
440
$36.4K
|
|
|
Jul 11, 2022
Q2 2022
|
Prosperity Planning, Inc.
|
BUY
|
- |
376New |
$30.8K - $31.4K
|
376
$31.1K
|
|