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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
55.7K+ 58.74% |
$4.53M - $4.64M
|
151K
$12.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
250+ 0.67% |
$20.3K - $20.8K
|
37.6K
$3.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-30.8K- 5.15% |
$2.51M - $2.57M
|
568K
$46.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
46.5K+ 56.83% |
$3.78M - $3.87M
|
128K
$10.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
SELL
|
- |
-29- 2.23% |
$2.36K - $2.42K
|
1.27K
$104K
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-259- 1.33% |
$21.1K - $21.6K
|
19.2K
$1.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-207- 0.41% |
$16.8K - $17.2K
|
50.3K
$4.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.41K+ 15.35% |
$277K - $284K
|
25.6K
$2.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-44.1K- 35.14% |
$3.59M - $3.67M
|
81.4K
$6.68M
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
BUY
|
- |
76+ 0.54% |
$6.18K - $6.33K
|
14.2K
$1.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-9.8K- 79.71% |
$797K - $816K
|
2.49K
$205K
|
|
|
Nov 14, 2024
Q3 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-38.9K- 48.93% |
$3.16M - $3.24M
|
40.6K
$3.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
86.6K+ 1.63% |
$7.04M - $7.21M
|
5.4M
$443M
|
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-6.66K- 9.2% |
$542K - $555K
|
65.7K
$5.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
3.53KNew |
$287K - $294K
|
3.53K
$290K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-73.5K- 31.48% |
$5.98M - $6.12M
|
160K
$13.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-1K- 14.76% |
$81.3K - $83.3K
|
5.78K
$474K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
24K+ 85.74% |
$1.96M - $2M
|
52.1K
$4.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
8.6K+ 4.61% |
$699K - $716K
|
195K
$16M
|
|
|
Nov 14, 2024
Q3 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-32.2K- 62.58% |
$2.61M - $2.68M
|
19.2K
$1.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
3.12KNew |
$254K - $260K
|
3.12K
$256K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-56.6K- 7.27% |
$4.6M - $4.72M
|
722K
$59.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Jordan Park Group LLC
|
BUY
|
- |
161+ 1.01% |
$13.1K - $13.4K
|
16.1K
$1.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Weaver Consulting Group
|
SELL
|
- |
-206- 1.69% |
$16.7K - $17.2K
|
12K
$981K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
6.74K+ 0.97% |
$548K - $562K
|
704K
$57.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
16+ 3.18% |
$1.3K - $1.33K
|
519
$42.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
6.84K+ 12.51% |
$556K - $570K
|
61.5K
$5.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Community Bank, N.A.
|
SELL
|
- |
-794- 3.29% |
$64.6K - $66.1K
|
23.4K
$1.92M
|
|
|
Nov 14, 2024
Q3 2024
|
Independent Family Office, LLC
|
BUY
|
- |
1.1K+ 3.02% |
$89.4K - $91.6K
|
37.5K
$3.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4.1K- 8.34% |
$333K - $341K
|
45K
$3.69M
|
|
|
Nov 14, 2024
Q3 2024
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-4- 0.06% |
$325 - $333
|
7.11K
$583K
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-2.4K- 1.96% |
$195K - $200K
|
120K
$9.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-220K- 5.44% |
$17.9M - $18.3M
|
3.82M
$314M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.74K+ 0.97% |
$142K - $145K
|
182K
$14.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
812+ 6.87% |
$66K - $67.6K
|
12.6K
$1.04M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
113K+ 14.45% |
$9.21M - $9.43M
|
897K
$73.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-170- 0.44% |
$13.8K - $14.2K
|
38.1K
$3.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
439+ 2.39% |
$35.7K - $36.6K
|
18.8K
$1.54M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7.04K+ 7.35% |
$572K - $586K
|
103K
$8.43M
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.05K- 9.14% |
$85K - $87K
|
10.4K
$852K
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
204K+ 2546.55% |
$16.6M - $17M
|
212K
$17.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-18.4K- 45.31% |
$1.5M - $1.54M
|
22.3K
$1.83M
|
|
|
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
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
9.22K+ 3.57% |
$749K - $768K
|
267K
$21.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
8.03KNew |
$653K - $669K
|
8.03K
$659K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.88K+ 7.05% |
$397K - $406K
|
74.1K
$6.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.25K+ 106.58% |
$101K - $104K
|
2.42K
$198K
|
|
|
Nov 14, 2024
Q3 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
20.2KNew |
$1.64M - $1.68M
|
20.2K
$1.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-126K- 5.71% |
$10.2M - $10.5M
|
2.08M
$170M
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
4.41K+ 1.03% |
$359K - $367K
|
432K
$35.4M
|