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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
322New |
$26.2K - $26.8K
|
322
$26.4K
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-231- 0.48% |
$18.8K - $19.2K
|
48K
$3.94M
|
|
|
Oct 31, 2024
Q3 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-1.93K- 8.66% |
$157K - $161K
|
20.4K
$1.67M
|
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
848+ 2.66% |
$69K - $70.6K
|
32.7K
$2.68M
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
4.83K+ 1.49% |
$393K - $402K
|
329K
$27M
|
|
|
Oct 31, 2024
Q3 2024
|
Aries Wealth Management
|
BUY
|
- |
11.4K+ 94.35% |
$928K - $950K
|
23.5K
$1.93M
|
|
|
Oct 31, 2024
Q3 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
4.82K+ 3.5% |
$392K - $402K
|
143K
$11.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-10.7K- 3.2% |
$870K - $891K
|
324K
$26.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-87.6K- 90.66% |
$7.12M - $7.29M
|
9.02K
$740K
|
|
|
Oct 31, 2024
Q3 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-33.1K- 7.26% |
$2.69M - $2.76M
|
423K
$34.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
7.17K+ 3.29% |
$583K - $597K
|
225K
$18.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
76.7K+ 227.49% |
$6.24M - $6.39M
|
110K
$9.06M
|
|
|
Oct 31, 2024
Q3 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
820+ 8.33% |
$66.7K - $68.3K
|
10.7K
$875K
|
|
|
Oct 31, 2024
Q3 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
2.68K+ 3.76% |
$218K - $223K
|
73.8K
$6.06M
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-35K- 71.16% |
$2.85M - $2.92M
|
14.2K
$1.17M
|
|
|
Oct 31, 2024
Q3 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
2.52KNew |
$205K - $210K
|
2.52K
$207K
|
|
|
Oct 31, 2024
Q3 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
10.2K+ 4.61% |
$828K - $848K
|
231K
$18.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
200New |
$16.3K - $16.7K
|
200
$16.4K
|
|
|
Oct 31, 2024
Q3 2024
|
Jmac Enterprises LLC
|
SELL
|
- |
-1.84K- 5.59% |
$150K - $154K
|
31.1K
$2.55M
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
BUY
|
- |
7.35KNew |
$597K - $612K
|
7.35K
$603K
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-141K- 95.9% |
$11.4M - $11.7M
|
6K
$492K
|
|
|
Oct 31, 2024
Q3 2024
|
Jackson Square Capital, LLC
|
BUY
|
- |
32.9KNew |
$2.68M - $2.74M
|
32.9K
$2.7M
|
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-64- 0.95% |
$5.2K - $5.33K
|
6.71K
$550K
|
|
|
Oct 31, 2024
Q3 2024
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-1.07K- 18.37% |
$87.2K - $89.4K
|
4.77K
$391K
|
|
|
Oct 31, 2024
Q3 2024
|
Wolf Group Capital Advisors
|
BUY
|
- |
73.3KNew |
$5.96M - $6.1M
|
73.3K
$6.01M
|
|
|
Oct 31, 2024
Q3 2024
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-275- 4.81% |
$22.4K - $22.9K
|
5.45K
$447K
|
|
|
Oct 31, 2024
Q3 2024
|
4 J Wealth Management LLC
|
SELL
|
- |
-33- 0.13% |
$2.68K - $2.75K
|
25.4K
$2.08M
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-963- 5.42% |
$78.3K - $80.2K
|
16.8K
$1.38M
|
|
|
Oct 31, 2024
Q3 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
3.76KNew |
$306K - $313K
|
3.76K
$309K
|
|
|
Oct 31, 2024
Q3 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-67.7K- 84.91% |
$5.5M - $5.64M
|
12K
$987K
|
|
|
Oct 30, 2024
Q3 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-2.53K- 36.12% |
$206K - $211K
|
4.48K
$368K
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
107+ 1.56% |
$8.7K - $8.91K
|
6.97K
$572K
|
|
|
Oct 30, 2024
Q3 2024
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
1.83K+ 221.21% |
$148K - $152K
|
2.65K
$217K
|
|
|
Oct 30, 2024
Q3 2024
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-38.7K- 41.26% |
$3.15M - $3.23M
|
55.1K
$4.52M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-2.15K- 1.43% |
$175K - $179K
|
148K
$12.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-2.28K- 27.05% |
$185K - $190K
|
6.15K
$504K
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
5.71K+ 6.87% |
$465K - $476K
|
88.9K
$7.29M
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-4.43K- 29.45% |
$361K - $369K
|
10.6K
$871K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-6.77K- 59.35% |
$550K - $564K
|
4.64K
$380K
|
|
|
Oct 30, 2024
Q3 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-117- 2.41% |
$9.51K - $9.74K
|
4.75K
$389K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-207- 1.08% |
$16.8K - $17.2K
|
19K
$1.56M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.1K- 30.45% |
$89.7K - $91.9K
|
2.52K
$207K
|
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-985- 3.03% |
$80.1K - $82K
|
31.6K
$2.59M
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Financial LLC
|
BUY
|
- |
148K+ 26.25% |
$12M - $12.3M
|
711K
$58.3M
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
1New |
$81.3 - $83.3
|
1
$82
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.2K- 4.15% |
$97.6K - $99.9K
|
27.7K
$2.28M
|
|
|
Oct 30, 2024
Q3 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-1K- 18.06% |
$81.3K - $83.3K
|
4.54K
$372K
|
|
|
Oct 30, 2024
Q3 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
29+ 0.98% |
$2.36K - $2.42K
|
2.98K
$244K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
181New |
$14.7K - $15.1K
|
181
$14.8K
|
|
|
Oct 30, 2024
Q3 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
15+ 0.49% |
$1.22K - $1.25K
|
3.06K
$251K
|