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 |
|---|---|---|---|---|---|---|---|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
486+ 1.9% |
$39.5K - $40.5K
|
26.1K
$2.14M
|
|
|
Dec 11, 2024
Q3 2024
|
Alternative Investment Advisors, Llc.
Maitland, FL |
BUY
|
- |
4.41K+ 103.01% |
$359K - $367K
|
8.69K
$714K
|
|
|
Dec 06, 2024
Q3 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
5.35K+ 19.03% |
$435K - $446K
|
33.5K
$2.75M
|
|
|
Dec 06, 2024
Q3 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
443New |
$36K - $36.9K
|
443
$36.4K
|
|
|
Dec 02, 2024
Q3 2024
|
Cornell University
New York, NY |
SELL
|
- |
-15.3K- 36.59% |
$1.24M - $1.27M
|
26.5K
$2.18M
|
|
|
Dec 02, 2024
Q3 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
13.8K+ 28.93% |
$1.12M - $1.15M
|
61.3K
$5.04M
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
9.75K+ 3.66% |
$793K - $812K
|
276K
$22.7M
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-460- 9.53% |
$37.4K - $38.3K
|
4.37K
$359K
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-56.6K- 37.61% |
$4.6M - $4.71M
|
93.9K
$7.71M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
86.3KNew |
$7.02M - $7.19M
|
86.3K
$7.08M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-692- 10.81% |
$56.3K - $57.6K
|
5.71K
$469K
|
|
|
Nov 22, 2024
Q3 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
7.06K+ 16.91% |
$574K - $588K
|
48.8K
$4.01M
|
|
|
Nov 21, 2024
Q3 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-1.6K- 7.44% |
$130K - $133K
|
19.9K
$1.63M
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-122- 19.03% |
$9.92K - $10.2K
|
519
$42.6K
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
576+ 1.9% |
$46.8K - $48K
|
30.8K
$2.53M
|
|
|
Nov 19, 2024
Q3 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
11.3KNew |
$920K - $942K
|
11.3K
$928K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-609- 11.19% |
$49.5K - $50.7K
|
4.83K
$397K
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-2.54K- 20.6% |
$206K - $211K
|
9.78K
$803K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-170K- 15.29% |
$13.8M - $14.1M
|
940K
$77.1M
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
BUY
|
- |
291K+ 77.04% |
$23.7M - $24.3M
|
670K
$55M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-97.1K- 11.68% |
$7.89M - $8.09M
|
734K
$60.3M
|
|
|
Nov 15, 2024
Q3 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-270- 3.99% |
$22K - $22.5K
|
6.49K
$533K
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
1.12M+ 68.71% |
$91.4M - $93.6M
|
2.76M
$227M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.86K+ 16.79% |
$233K - $238K
|
19.9K
$1.63M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.26K+ 0.94% |
$184K - $188K
|
244K
$20M
|
|
|
Nov 15, 2024
Q3 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-49.5K- 97.35% |
$4.03M - $4.12M
|
1.35K
$111K
|
|
|
Nov 15, 2024
Q3 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
740+ 2.41% |
$60.2K - $61.6K
|
31.4K
$2.58M
|
|
|
Nov 15, 2024
Q3 2024
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
930+ 0.65% |
$75.6K - $77.5K
|
145K
$11.9M
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
591+ 11.87% |
$48.1K - $49.2K
|
5.57K
$457K
|
|
|
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
$444M
|
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-6.66K- 9.2% |
$542K - $555K
|
65.7K
$5.4M
|
|
|
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
$4.28M
|
|
|
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
|