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 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
BUY
|
- |
7.35KNew |
$597K - $612K
|
7.35K
$601K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
7.26K+ 7.36% |
$590K - $605K
|
106K
$8.66M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
7.17K+ 3.29% |
$583K - $597K
|
225K
$18.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
7.06K+ 17.42% |
$574K - $588K
|
47.6K
$3.89M
|
|
|
Nov 22, 2024
Q3 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
7.06K+ 16.91% |
$574K - $588K
|
48.8K
$3.99M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7.04K+ 7.35% |
$572K - $586K
|
103K
$8.41M
|
|
|
Nov 12, 2024
Q3 2024
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
7KNew |
$569K - $583K
|
7K
$573K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
6.84K+ 12.51% |
$556K - $570K
|
61.5K
$5.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
6.82K+ 52.8% |
$555K - $568K
|
19.7K
$1.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
6.74K+ 0.97% |
$548K - $562K
|
704K
$57.6M
|
|
|
Oct 25, 2024
Q3 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
6.67K+ 5.91% |
$542K - $556K
|
120K
$9.79M
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
6.67K+ 19.76% |
$542K - $555K
|
40.4K
$3.31M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.53K+ 3.35% |
$531K - $544K
|
201K
$16.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Latko Wealth Management, Ltd.
Frankfort, IL |
BUY
|
- |
6.34KNew |
$515K - $528K
|
6.34K
$518K
|
|
|
Oct 15, 2024
Q3 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
6.19KNew |
$503K - $515K
|
6.19K
$506K
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
6.16KNew |
$500K - $513K
|
6.16K
$504K
|
|
|
Nov 13, 2024
Q3 2024
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
6.15KNew |
$500K - $512K
|
6.15K
$503K
|
|
|
Nov 07, 2024
Q3 2024
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
5.94KNew |
$483K - $494K
|
5.94K
$486K
|
|
|
Oct 23, 2024
Q3 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
5.93KNew |
$482K - $494K
|
5.93K
$485K
|
|
|
Oct 28, 2024
Q3 2024
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
5.86K+ 10.57% |
$477K - $488K
|
61.3K
$5.02M
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
5.77K+ 164.39% |
$469K - $480K
|
9.27K
$759K
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
5.71K+ 6.87% |
$465K - $476K
|
88.9K
$7.27M
|
|
|
Oct 24, 2024
Q3 2024
|
Benedict Financial Advisors Inc
|
BUY
|
- |
5.62K+ 47.09% |
$457K - $468K
|
17.5K
$1.44M
|
|
|
Nov 13, 2024
Q3 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
5.56K+ 5.01% |
$452K - $463K
|
116K
$9.52M
|
|
|
Nov 08, 2024
Q3 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
5.43KNew |
$442K - $452K
|
5.43K
$444K
|
|
|
Dec 06, 2024
Q3 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
5.35K+ 19.03% |
$435K - $446K
|
33.5K
$2.74M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
5.13K+ 70.42% |
$417K - $427K
|
12.4K
$1.02M
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
5.08K+ 6.13% |
$413K - $423K
|
87.8K
$7.19M
|
|
|
Oct 22, 2024
Q3 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
5.07K+ 42.21% |
$412K - $422K
|
17.1K
$1.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
5.06K+ 9.51% |
$411K - $421K
|
58.2K
$4.76M
|
|
|
Oct 24, 2024
Q3 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
4.89K+ 6.47% |
$397K - $407K
|
80.4K
$6.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.88K+ 7.05% |
$397K - $406K
|
74.1K
$6.06M
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
4.83K+ 1.49% |
$393K - $402K
|
329K
$26.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
4.82K+ 3.5% |
$392K - $402K
|
143K
$11.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
BUY
|
- |
4.69K+ 15.59% |
$381K - $390K
|
34.8K
$2.84M
|
|
|
Nov 08, 2024
Q3 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
4.68KNew |
$380K - $389K
|
4.68K
$383K
|
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
4.59KNew |
$373K - $382K
|
4.59K
$375K
|
|
|
Oct 24, 2024
Q3 2024
|
Barry Investment Advisors, LLC
|
BUY
|
- |
4.54K+ 36.41% |
$369K - $378K
|
17K
$1.39M
|
|
|
Dec 11, 2024
Q3 2024
|
Alternative Investment Advisors, Llc.
Maitland, FL |
BUY
|
- |
4.41K+ 103.01% |
$359K - $367K
|
8.69K
$711K
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
4.41K+ 1.03% |
$359K - $367K
|
432K
$35.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
4.41K+ 15.82% |
$358K - $367K
|
32.2K
$2.64M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.36K+ 16.65% |
$355K - $363K
|
30.6K
$2.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.36K+ 4.37% |
$354K - $363K
|
104K
$8.52M
|
|
|
Nov 08, 2024
Q3 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
4.36KNew |
$354K - $363K
|
4.36K
$356K
|
|
|
Oct 23, 2024
Q3 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
4.27K+ 5.8% |
$347K - $356K
|
77.9K
$6.37M
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
4.23K+ 37.02% |
$344K - $353K
|
15.7K
$1.28M
|
|
|
Nov 04, 2024
Q3 2024
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
4.21K+ 13.56% |
$342K - $351K
|
35.3K
$2.88M
|
|
|
Oct 23, 2024
Q3 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
4.15K+ 1.9% |
$338K - $346K
|
222K
$18.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
4.12K+ 4.4% |
$335K - $343K
|
97.6K
$7.99M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
4.06KNew |
$330K - $338K
|
4.06K
$333K
|