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 |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-1.23K- 78.37% |
$99.2K - $102K
|
340
$28.2K
|
|
|
Apr 20, 2023
Q1 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-1.12K- 10.36% |
$90.4K - $92.7K
|
9.71K
$804K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1.09K- 31.15% |
$87.8K - $90K
|
2.41K
$200K
|
|
|
Apr 20, 2023
Q1 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-980- 23.44% |
$78.9K - $80.9K
|
3.2K
$265K
|
|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
SELL
|
- |
-600- 85.71% |
$48.3K - $49.5K
|
100
$8.28K
|
|
|
May 01, 2023
Q1 2023
|
Lane Generational LLC
|
SELL
|
- |
-554- 13.1% |
$44.6K - $45.7K
|
3.68K
$304K
|
|
|
Apr 19, 2023
Q1 2023
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-472- 14.44% |
$38K - $38.9K
|
2.8K
$232K
|
|
|
May 15, 2023
Q1 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-294- 61.51% |
$23.7K - $24.3K
|
184
$15.2K
|
|
|
Apr 11, 2023
Q1 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-242- 5.01% |
$19.5K - $20K
|
4.59K
$380K
|
|
|
Apr 10, 2023
Q1 2023
|
Cmh Wealth Management LLC
|
SELL
|
- |
-206- 1.53% |
$16.6K - $17K
|
13.2K
$1.1M
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-81- 24.62% |
$6.52K - $6.68K
|
248
$20.5K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-22.3M- 98.77% |
$1.79B - $1.81B
|
278K
$23M
|
|
|
Jan 11, 2023
Q4 2022
|
Jenkins Wealth
Englewood, CO |
SELL
|
- |
-481KClosed |
$38.8M - $39.2M
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-200K- 20.51% |
$16.1M - $16.3M
|
775K
$64.2M
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-56.4KClosed |
$4.54M - $4.59M
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Pvg Asset Management Corp
Golden, CO |
SELL
|
- |
-46.1KClosed |
$3.72M - $3.76M
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-9.37K- 21.82% |
$755K - $764K
|
33.6K
$2.78M
|
|
|
Jan 23, 2023
Q4 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-9.15K- 66.56% |
$738K - $746K
|
4.6K
$381K
|
|
|
Jan 17, 2023
Q4 2022
|
Donald L. Hagan, LLC
|
SELL
|
- |
-3.55K- 10.02% |
$286K - $289K
|
31.8K
$2.64M
|
|
|
Feb 03, 2023
Q4 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-2.98K- 37.38% |
$240K - $243K
|
5K
$414K
|
|
|
Feb 06, 2023
Q4 2022
|
Lutz Financial Services LLC
|
SELL
|
- |
-2.84K- 51.04% |
$229K - $231K
|
2.72K
$225K
|
|
|
Jan 20, 2023
Q4 2022
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-2.81K- 7.37% |
$226K - $229K
|
35.3K
$2.92M
|
|
|
Feb 01, 2023
Q4 2022
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-1.34K- 5.04% |
$108K - $109K
|
25.3K
$2.09M
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
SELL
|
- |
-1.23K- 25.55% |
$99.4K - $101K
|
3.59K
$298K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-1.13K- 19.17% |
$90.9K - $92K
|
4.76K
$394K
|
|
|
Jan 23, 2023
Q4 2022
|
Strategic Advisors LLC
|
SELL
|
- |
-1.11K- 13.47% |
$89.1K - $90.2K
|
7.11K
$589K
|
|
|
Jan 27, 2023
Q4 2022
|
Annex Advisory Services, LLC
|
SELL
|
- |
-1.04K- 16.58% |
$83.9K - $84.9K
|
5.24K
$434K
|
|
|
Feb 03, 2023
Q4 2022
|
Klingman & Associates, LLC
|
SELL
|
- |
-1.01K- 15.19% |
$81K - $81.9K
|
5.61K
$465K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-981- 6.79% |
$79.1K - $80K
|
13.5K
$1.12M
|
|
|
Jan 11, 2023
Q4 2022
|
Coho Partners, Ltd.
|
SELL
|
- |
-830- 1.15% |
$66.9K - $67.7K
|
71.2K
$5.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-795- 24.13% |
$64.1K - $64.8K
|
2.5K
$207K
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-620- 73.37% |
$50K - $50.5K
|
225
$18.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-212- 13.42% |
$17.1K - $17.3K
|
1.37K
$113K
|
|
|
Jan 20, 2023
Q4 2022
|
Everett Harris & CO
|
SELL
|
- |
-178- 5.15% |
$14.3K - $14.5K
|
3.28K
$271K
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
SELL
|
- |
-130- 1.05% |
$10.5K - $10.6K
|
12.2K
$1.01M
|
|
|
Feb 13, 2023
Q4 2022
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-79- 1.47% |
$6.37K - $6.44K
|
5.28K
$437K
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-67- 1.17% |
$5.4K - $5.46K
|
5.68K
$470K
|
|
|
Jan 20, 2023
Q4 2022
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-46- 1.62% |
$3.71K - $3.75K
|
2.79K
$231K
|
|
|
Feb 09, 2023
Q4 2022
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-15- 0.29% |
$1.21K - $1.22K
|
5.09K
$422K
|
|
| Q3 2022 | |||||||
|
Oct 14, 2022
Q3 2022
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-254K- 86.19% |
$20.6M - $21.1M
|
40.7K
$3.37M
|
|
|
Nov 01, 2022
Q3 2022
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-192K- 97.85% |
$15.6M - $15.9M
|
4.22K
$349K
|
|
|
Oct 25, 2022
Q3 2022
|
Ferguson Shapiro LLC
|
SELL
|
- |
-90K- 54.63% |
$7.29M - $7.47M
|
74.7K
$6.19M
|
|
|
Nov 10, 2022
Q3 2022
|
Abrdn PLC
|
SELL
|
- |
-68.9K- 54.43% |
$5.58M - $5.72M
|
57.7K
$4.78M
|
|
|
Oct 12, 2022
Q3 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-66.1K- 93.0% |
$5.36M - $5.49M
|
4.97K
$412K
|
|
|
Oct 13, 2022
Q3 2022
|
Newfound Research LLC
|
SELL
|
- |
-35.9K- 32.28% |
$2.91M - $2.98M
|
75.2K
$6.23M
|
|
|
Oct 04, 2022
Q3 2022
|
Ubp Investment Advisors Sa
|
SELL
|
- |
-24.5K- 31.13% |
$1.99M - $2.04M
|
54.2K
$4.49M
|
|
|
Nov 14, 2022
Q3 2022
|
Truepoint, Inc.
|
SELL
|
- |
-9.4K- 28.24% |
$762K - $781K
|
23.9K
$1.98M
|
|
|
Oct 12, 2022
Q3 2022
|
Emerald Advisors, LLC
|
SELL
|
- |
-6.44K- 41.49% |
$522K - $535K
|
9.09K
$753K
|
|
|
Nov 14, 2022
Q3 2022
|
Q3 Asset Management
|
SELL
|
- |
-5.41K- 13.63% |
$439K - $450K
|
34.3K
$2.84M
|
|
|
Nov 15, 2022
Q3 2022
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-5.1KClosed |
$413K - $423K
|
0
$0
|
|