Latest Institutional Transactions on Ishares Barclays 1 3 Year Trea (SHY)
This table provides information on the latest institutional transactions involving Ishares Barclays 1 3 Year Trea (SHY) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 20, 2025
Q4 2024
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
10+ 0.17% |
$817 - $829
|
5.95K
$488K
|
|
|
Feb 20, 2025
Q4 2024
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
4.54KNew |
$370K - $376K
|
4.54K
$372K
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
3.42KNew |
$279K - $283K
|
3.42K
$280K
|
|
|
Feb 19, 2025
Q4 2024
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
8.56KNew |
$699K - $710K
|
8.56K
$703K
|
|
|
Feb 18, 2025
Q4 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
803+ 2.55% |
$65.6K - $66.6K
|
32.2K
$2.65M
|
|
|
Feb 18, 2025
Q4 2024
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
8.4KNew |
$686K - $697K
|
8.4K
$690K
|
|
|
Feb 18, 2025
Q4 2024
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-459- 1.58% |
$37.5K - $38.1K
|
28.5K
$2.34M
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
BUY
|
- |
4.28KNew |
$350K - $355K
|
4.28K
$352K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-617- 12.77% |
$50.4K - $51.2K
|
4.22K
$346K
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
3.3KNew |
$269K - $274K
|
3.3K
$271K
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
7.53K+ 35.13% |
$615K - $624K
|
29K
$2.38M
|
|
|
Feb 18, 2025
Q4 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
27.9K+ 167.31% |
$2.28M - $2.31M
|
44.6K
$3.66M
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
38.8KNew |
$3.17M - $3.22M
|
38.8K
$3.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.48M+ 71.06% |
$121M - $122M
|
3.55M
$292M
|
|
|
Feb 14, 2025
Q4 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-28.9K- 32.24% |
$2.36M - $2.4M
|
60.8K
$4.99M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-38.5K- 30.02% |
$3.14M - $3.19M
|
89.7K
$7.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-33.1K- 7.11% |
$2.71M - $2.75M
|
433K
$35.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Esl Trust Services, LLC
|
SELL
|
- |
-320- 15.89% |
$26.1K - $26.5K
|
1.69K
$139K
|
|
|
Feb 14, 2025
Q4 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
6.54K+ 514.8% |
$534K - $542K
|
7.81K
$641K
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-251K- 44.25% |
$20.5M - $20.8M
|
317K
$26M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-21.1K- 40.57% |
$1.73M - $1.75M
|
31K
$2.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-44K- 35.28% |
$3.6M - $3.65M
|
80.8K
$6.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
CALL |
2.9K+ 31.52% |
$237K - $240K
|
12.1K
$993K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
317+ 1.24% |
$25.9K - $26.3K
|
25.9K
$2.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
527+ 1.83% |
$43K - $43.7K
|
29.3K
$2.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-10.1K- 12.36% |
$822K - $834K
|
71.3K
$5.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-529- 10.38% |
$43.2K - $43.9K
|
4.57K
$375K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
24.6K+ 2464600.0% |
$2.01M - $2.04M
|
24.6K
$2.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-37- 16.59% |
$3.02K - $3.07K
|
186
$15.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
8.21K+ 299.23% |
$671K - $681K
|
11K
$899K
|
|
|
Feb 14, 2025
Q4 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
4.09K+ 16.35% |
$334K - $339K
|
29.1K
$2.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.31M+ 9.36% |
$107M - $109M
|
15.3M
$1.25B
|
|
|
Feb 14, 2025
Q4 2024
|
Pacific Financial Group Inc
|
BUY
|
- |
231+ 0.9% |
$18.9K - $19.2K
|
25.8K
$2.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
12.2K+ 3.72% |
$1M - $1.02M
|
341K
$28M
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
2.44KNew |
$200K - $203K
|
2.44K
$201K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
87.4KNew |
$7.14M - $7.25M
|
87.4K
$7.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
BUY
|
- |
9.72K+ 132.21% |
$794K - $806K
|
17.1K
$1.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-46.6K- 13.45% |
$3.8M - $3.86M
|
300K
$24.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
4.37K+ 19.97% |
$357K - $362K
|
26.3K
$2.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
1.17K+ 24.72% |
$95.2K - $96.6K
|
5.88K
$482K
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
1.14K+ 10.77% |
$93.4K - $94.9K
|
11.8K
$966K
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
7.34K+ 109.93% |
$599K - $609K
|
14K
$1.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
477New |
$39K - $39.6K
|
477
$39.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
173+ 1.16% |
$14.1K - $14.3K
|
15.1K
$1.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
8+ 0.17% |
$653 - $663
|
4.58K
$376K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-13.1K- 7.2% |
$1.07M - $1.09M
|
169K
$13.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-96- 1.72% |
$7.84K - $7.96K
|
5.47K
$449K
|
|
|
Feb 14, 2025
Q4 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-23- 0.45% |
$1.88K - $1.91K
|
5.07K
$416K
|
|
|
Feb 14, 2025
Q4 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-17.9K- 17.36% |
$1.46M - $1.48M
|
85.1K
$6.99M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-24.3K- 0.45% |
$1.98M - $2.01M
|
5.38M
$442M
|