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 |
|---|---|---|---|---|---|---|---|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
67.6K+ 161.28% |
$5.53M - $5.59M
|
110K
$9.03M
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-9.07K- 54.42% |
$742K - $750K
|
7.59K
$626K
|
|
|
May 28, 2025
Q1 2025
|
Gk Wealth Management LLC
Reno, NV |
SELL
|
- |
-666- 19.88% |
$54.5K - $55.1K
|
2.68K
$221K
|
|
|
May 27, 2025
Q1 2025
|
Addison Capital CO
|
SELL
|
- |
-1.33K- 13.38% |
$109K - $110K
|
8.62K
$711K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-12.1K- 15.24% |
$993K - $1M
|
67.5K
$5.57M
|
|
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
1.91K+ 1.08% |
$156K - $158K
|
180K
$14.8M
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-12.4K- 14.95% |
$1.01M - $1.02M
|
70.5K
$5.81M
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-150- 54.74% |
$12.3K - $12.4K
|
124
$10.2K
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
485New |
$39.7K - $40.1K
|
485
$40K
|
|
|
May 20, 2025
Q1 2025
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
586+ 0.28% |
$48K - $48.5K
|
207K
$17.1M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-535- 3.5% |
$43.8K - $44.3K
|
14.8K
$1.22M
|
|
|
May 20, 2025
Q1 2025
|
Cbm Financial, LLC
Austin, TX |
BUY
|
- |
47.8KNew |
$3.91M - $3.96M
|
47.8K
$3.94M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
608+ 5.54% |
$49.8K - $50.3K
|
11.6K
$954K
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
41.7K+ 195.31% |
$3.41M - $3.45M
|
63.1K
$5.2M
|
|
|
May 16, 2025
Q1 2025
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
24+ 2.76% |
$1.96K - $1.99K
|
892
$73.6K
|
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
5+ 0.87% |
$409 - $414
|
583
$48.1K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-1.15K- 15.72% |
$93.8K - $94.8K
|
6.14K
$506K
|
|
|
May 15, 2025
Q1 2025
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-5.72K- 12.24% |
$468K - $473K
|
41K
$3.38M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-16.9K- 18.82% |
$1.38M - $1.4M
|
72.8K
$6.01M
|
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
843K+ 2745.4% |
$69M - $69.7M
|
874K
$72M
|
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
BUY
|
- |
660+ 8.45% |
$54K - $54.6K
|
8.47K
$698K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
85.1KNew |
$6.97M - $7.04M
|
85.1K
$7.02M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-843- 2.72% |
$69K - $69.7K
|
30.1K
$2.48M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-21.2K- 86.12% |
$1.74M - $1.76M
|
3.42K
$282K
|
|
|
May 15, 2025
Q1 2025
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-1.88K- 0.55% |
$154K - $155K
|
339K
$28M
|
|
|
May 15, 2025
Q1 2025
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-603- 1.87% |
$49.3K - $49.9K
|
31.6K
$2.61M
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-51.7K- 12.58% |
$4.23M - $4.27M
|
359K
$29.6M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-240K- 70.68% |
$19.7M - $19.9M
|
99.7K
$8.22M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
450New |
$36.8K - $37.2K
|
450
$37.1K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
11.3K+ 4.49% |
$926K - $936K
|
263K
$21.7M
|
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
16+ 0.65% |
$1.31K - $1.32K
|
2.46K
$203K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
23K+ 6.77% |
$1.88M - $1.9M
|
363K
$29.9M
|
|
|
May 15, 2025
Q1 2025
|
Van Eck Associates Corp
|
BUY
|
- |
6+ 1.54% |
$491 - $496
|
396
$32.7K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
63.9K+ 37.84% |
$5.23M - $5.29M
|
233K
$19.2M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-5.05K- 10.62% |
$414K - $418K
|
42.5K
$3.51M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
26.5K+ 25.45% |
$2.17M - $2.2M
|
131K
$10.8M
|
|
|
May 15, 2025
Q1 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
186K+ 102.39% |
$15.2M - $15.4M
|
367K
$30.3M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.66K+ 8.79% |
$218K - $220K
|
32.9K
$2.71M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.42K+ 1.98% |
$116K - $117K
|
72.8K
$6M
|
|
|
May 15, 2025
Q1 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
7.48KNew |
$612K - $619K
|
7.48K
$617K
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-101- 3.02% |
$8.26K - $8.36K
|
3.24K
$267K
|
|
|
May 15, 2025
Q1 2025
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-380- 65.52% |
$31.1K - $31.4K
|
200
$16.5K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-3.34M- 21.84% |
$273M - $276M
|
11.9M
$985M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-886K- 2.57% |
$72.5M - $73.3M
|
33.6M
$2.77B
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-7.71K- 43.21% |
$631K - $638K
|
10.1K
$836K
|
|
|
May 15, 2025
Q1 2025
|
Insight Wealth Partners, LLC
|
BUY
|
- |
3.05KNew |
$249K - $252K
|
3.05K
$251K
|
|
|
May 15, 2025
Q1 2025
|
Occidental Asset Management, LLC
|
SELL
|
- |
-1.72K- 26.43% |
$141K - $142K
|
4.79K
$395K
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-299K- 57.89% |
$24.5M - $24.7M
|
218K
$17.9M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-2.41K- 2.76% |
$197K - $199K
|
85K
$7.01M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
8.55KNew |
$700K - $708K
|
8.55K
$705K
|