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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-831- 1.98% |
$67.9K - $68.9K
|
41.2K
$3.38M
|
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
16+ 0.26% |
$1.31K - $1.33K
|
6.29K
$516K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
42+ 0.41% |
$3.43K - $3.48K
|
10.4K
$850K
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-30.9K- 14.67% |
$2.52M - $2.56M
|
180K
$14.8M
|
|
|
Jan 17, 2025
Q4 2024
|
White Pine Investment CO
|
BUY
|
- |
11.4K+ 10.5% |
$931K - $945K
|
120K
$9.85M
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
119+ 4.01% |
$9.72K - $9.87K
|
3.09K
$253K
|
|
|
Jan 17, 2025
Q4 2024
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
3.68K+ 14.82% |
$301K - $305K
|
28.5K
$2.34M
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
8.43K+ 35.12% |
$688K - $699K
|
32.4K
$2.66M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
68.6K+ 25.91% |
$5.61M - $5.69M
|
333K
$27.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
31.5K+ 613.46% |
$2.58M - $2.62M
|
36.7K
$3.01M
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
4.35KNew |
$355K - $360K
|
4.35K
$357K
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
BUY
|
- |
4+ 1.25% |
$327 - $332
|
323
$26.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
1.23KNew |
$100K - $102K
|
1.23K
$101K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
6+ 0.02% |
$490 - $498
|
30.8K
$2.53M
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-598- 5.35% |
$48.8K - $49.6K
|
10.6K
$868K
|
|
|
Jan 17, 2025
Q4 2024
|
Lake Hills Wealth Management, LLC
|
SELL
|
- |
-50K- 23.78% |
$4.09M - $4.15M
|
160K
$13.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
31.3K+ 31.25% |
$2.56M - $2.59M
|
131K
$10.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
36.8K+ 12.15% |
$3.01M - $3.05M
|
340K
$27.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-400- 5.28% |
$32.7K - $33.2K
|
7.18K
$589K
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
74.1K+ 99.71% |
$6.05M - $6.14M
|
148K
$12.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-6.59K- 30.62% |
$538K - $547K
|
14.9K
$1.23M
|
|
|
Jan 17, 2025
Q4 2024
|
Hudson Capital Management LLC
|
SELL
|
- |
-66- 1.97% |
$5.39K - $5.47K
|
3.28K
$269K
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-24.5K- 30.71% |
$2M - $2.03M
|
55.2K
$4.53M
|
|
|
Jan 16, 2025
Q4 2024
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-205- 5.41% |
$16.7K - $17K
|
3.59K
$294K
|
|
|
Jan 16, 2025
Q4 2024
|
Moulton Wealth Management, Inc
|
BUY
|
- |
2.59K+ 23.66% |
$212K - $215K
|
13.6K
$1.11M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballast, Inc.
|
BUY
|
- |
2.78K+ 1.87% |
$227K - $230K
|
151K
$12.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
3.1KNew |
$253K - $257K
|
3.1K
$255K
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-374- 8.06% |
$30.5K - $31K
|
4.27K
$350K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
5.44K+ 133.78% |
$444K - $451K
|
9.5K
$780K
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-985- 10.24% |
$80.5K - $81.7K
|
8.63K
$709K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
1.4K+ 36.53% |
$114K - $116K
|
5.22K
$428K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
3.04K+ 35.83% |
$249K - $252K
|
11.5K
$947K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
6.93K+ 17.15% |
$566K - $575K
|
47.3K
$3.89M
|
|
|
Jan 16, 2025
Q4 2024
|
Purus Wealth Management, LLC
|
BUY
|
- |
530+ 8.65% |
$43.3K - $44K
|
6.66K
$547K
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
1.86K+ 17.15% |
$152K - $154K
|
12.7K
$1.04M
|
|
|
Jan 16, 2025
Q4 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-1.25K- 55.09% |
$102K - $104K
|
1.02K
$83.7K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
62+ 0.16% |
$5.06K - $5.14K
|
39.7K
$3.26M
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
1.51K+ 1.9% |
$123K - $125K
|
81.1K
$6.66M
|
|
|
Jan 16, 2025
Q4 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-530- 5.92% |
$43.3K - $44K
|
8.43K
$692K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
8.11K+ 10.76% |
$663K - $673K
|
83.5K
$6.86M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-442- 4.32% |
$36.1K - $36.7K
|
9.79K
$804K
|
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
35.3K+ 6.97% |
$2.88M - $2.93M
|
542K
$44.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
1.74K+ 2.31% |
$142K - $144K
|
77K
$6.32M
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
SELL
|
- |
-60- 41.38% |
$4.9K - $4.98K
|
85
$6.98K
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
SELL
|
- |
-80- 1.3% |
$6.53K - $6.63K
|
6.06K
$497K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
30+ 0.1% |
$2.45K - $2.49K
|
31.1K
$2.55M
|
|
|
Jan 16, 2025
Q4 2024
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-2.9K- 32.51% |
$237K - $240K
|
6.02K
$494K
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
43.3KNew |
$3.54M - $3.59M
|
43.3K
$3.55M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-1.94K- 6.77% |
$158K - $161K
|
26.7K
$2.19M
|
|
|
Jan 16, 2025
Q4 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-300- 1.33% |
$24.5K - $24.9K
|
22.2K
$1.82M
|