Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 20, 2023
Q2 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-28.1K- 81.71% |
$2.28M - $2.32M
|
6.29K
$521K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-25.4K- 94.09% |
$2.06M - $2.09M
|
1.59K
$132K
|
|
|
Aug 04, 2023
Q2 2023
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-23.3K- 48.05% |
$1.89M - $1.92M
|
25.1K
$2.08M
|
|
|
Aug 08, 2023
Q2 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-18.5K- 79.15% |
$1.5M - $1.53M
|
4.88K
$404K
|
|
|
Jul 24, 2023
Q2 2023
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-13.3K- 52.85% |
$1.08M - $1.1M
|
11.9K
$984K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-10.1K- 80.3% |
$821K - $835K
|
2.49K
$206K
|
|
|
Aug 10, 2023
Q2 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-8.26K- 11.86% |
$669K - $681K
|
61.4K
$5.09M
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-6.34K- 14.48% |
$514K - $522K
|
37.5K
$3.1M
|
|
|
Aug 01, 2023
Q2 2023
|
Mechanics Financial Corp
|
SELL
|
- |
-3.78K- 76.97% |
$307K - $312K
|
1.13K
$93.8K
|
|
|
Aug 03, 2023
Q2 2023
|
Private Wealth Partners, LLC
|
SELL
|
- |
-2.5K- 41.67% |
$203K - $206K
|
3.5K
$290K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-1.32K- 6.66% |
$107K - $108K
|
18.4K
$1.53M
|
|
|
Aug 11, 2023
Q2 2023
|
Sfmg, LLC
|
SELL
|
- |
-1.18K- 17.67% |
$95.6K - $97.2K
|
5.5K
$455K
|
|
|
Aug 02, 2023
Q2 2023
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-1.15K- 31.62% |
$93K - $94.5K
|
2.48K
$206K
|
|
|
Aug 15, 2023
Q2 2023
|
Staley Capital Advisers Inc
|
SELL
|
- |
-1.1K- 8.71% |
$89.2K - $90.7K
|
11.5K
$955K
|
|
|
Aug 14, 2023
Q2 2023
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-826- 17.96% |
$66.9K - $68.1K
|
3.77K
$313K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-652- 73.76% |
$52.8K - $53.7K
|
232
$19.2K
|
|
|
Aug 15, 2023
Q2 2023
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-643- 15.98% |
$52.1K - $53K
|
3.38K
$280K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-630- 2.86% |
$51.1K - $51.9K
|
21.4K
$1.77M
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-550- 1.97% |
$44.6K - $45.3K
|
27.3K
$2.27M
|
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-412- 0.33% |
$33.4K - $34K
|
125K
$10.3M
|
|
|
Jul 18, 2023
Q2 2023
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-384- 5.66% |
$31.1K - $31.6K
|
6.4K
$530K
|
|
|
Jul 27, 2023
Q2 2023
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-365- 5.16% |
$29.6K - $30.1K
|
6.71K
$556K
|
|
|
Aug 14, 2023
Q2 2023
|
Adams Wealth Management
|
SELL
|
- |
-309- 8.34% |
$25K - $25.5K
|
3.4K
$281K
|
|
|
Jul 17, 2023
Q2 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-250- 8.11% |
$20.3K - $20.6K
|
2.83K
$235K
|
|
|
Aug 09, 2023
Q2 2023
|
Pecaut & Co.
|
SELL
|
- |
-246- 14.22% |
$19.9K - $20.3K
|
1.48K
$123K
|
|
|
Jul 21, 2023
Q2 2023
|
Capital Insight Partners, LLC
|
SELL
|
- |
-234- 8.3% |
$19K - $19.3K
|
2.59K
$214K
|
|
|
Jul 10, 2023
Q2 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-213- 3.39% |
$17.3K - $17.6K
|
6.08K
$503K
|
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-195- 5.15% |
$15.8K - $16.1K
|
3.59K
$297K
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-122- 62.89% |
$9.89K - $10.1K
|
72
$5.96K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-100- 89.29% |
$8.11K - $8.24K
|
12
$994
|
|
|
Aug 03, 2023
Q2 2023
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-80- 20.3% |
$6.48K - $6.59K
|
314
$26K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-4- 2.01% |
$324 - $330
|
195
$16.2K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Bienville Capital Management, LLC
New York, NY |
SELL
|
- |
-360K- 56.27% |
$29M - $29.7M
|
280K
$23.2M
|
|
|
May 15, 2023
Q1 2023
|
Juniper Hill Capital Management LP
Menlo Park, CA |
SELL
|
- |
-307K- 24.91% |
$24.7M - $25.4M
|
927K
$76.8M
|
|
|
May 03, 2023
Q1 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-296K- 98.95% |
$23.8M - $24.4M
|
3.15K
$261K
|
|
|
May 11, 2023
Q1 2023
|
Edgehill Endowment Partners, LLC
|
SELL
|
- |
-133K- 13.47% |
$10.7M - $11M
|
852K
$70.6M
|
|
|
May 02, 2023
Q1 2023
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-82.6K- 94.74% |
$6.65M - $6.82M
|
4.59K
$380K
|
|
|
Nov 27, 2024
Q1 2023
|
Carrhae Capital LLP
London, X0 |
SELL
|
- |
-81.1KClosed |
$6.53M - $6.69M
|
0
$0
|
|
|
May 04, 2023
Q1 2023
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-62.2K- 40.19% |
$5.01M - $5.13M
|
92.6K
$7.67M
|
|
|
May 11, 2023
Q1 2023
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-29.9K- 16.85% |
$2.41M - $2.47M
|
148K
$12.2M
|
|
|
May 10, 2023
Q1 2023
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
SELL
|
- |
-15.7K- 61.39% |
$1.26M - $1.3M
|
9.88K
$818K
|
|
|
May 15, 2023
Q1 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-12.7K- 82.62% |
$1.02M - $1.05M
|
2.68K
$222K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-10.5K- 25.85% |
$849K - $870K
|
30.2K
$2.5M
|
|
|
May 04, 2023
Q1 2023
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-8.33K- 16.23% |
$671K - $688K
|
43K
$3.56M
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-4.64K- 47.29% |
$374K - $383K
|
5.17K
$428K
|
|
|
May 15, 2023
Q1 2023
|
Hunting Hill Global Capital, LLC
New York, NY |
SELL
|
- |
-4.5K- 37.5% |
$362K - $371K
|
7.5K
$621K
|
|
|
May 08, 2023
Q1 2023
|
Bailard, Inc.
|
SELL
|
- |
-3.15K- 29.72% |
$254K - $260K
|
7.46K
$617K
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
SELL
|
- |
-3.03K- 16.1% |
$244K - $250K
|
15.8K
$1.31M
|
|
|
Apr 19, 2023
Q1 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-2.94K- 51.6% |
$237K - $243K
|
2.76K
$229K
|
|
|
Feb 13, 2025
Q1 2023
|
Ategra Capital Management, LLC
Vienna, VA |
SELL
|
- |
-2.9KClosed |
$234K - $239K
|
0
$0
|
|