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 30, 2024
Q3 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
47.9K+ 666.94% |
$3.9M - $3.99M
|
55.1K
$4.52M
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-3.82K- 57.31% |
$310K - $318K
|
2.84K
$233K
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
203+ 4.83% |
$16.5K - $16.9K
|
4.4K
$361K
|
|
|
Oct 30, 2024
Q3 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-2.87M- 99.55% |
$233M - $239M
|
13K
$1.06M
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.02% |
$81.3 - $83.3
|
4.65K
$381K
|
|
|
Oct 30, 2024
Q3 2024
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-462- 1.0% |
$37.6K - $38.5K
|
45.6K
$3.74M
|
|
|
Oct 30, 2024
Q3 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
7.92K+ 31.05% |
$644K - $659K
|
33.4K
$2.74M
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-309- 1.35% |
$25.1K - $25.7K
|
22.6K
$1.86M
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
BUY
|
- |
48+ 0.72% |
$3.9K - $4K
|
6.68K
$548K
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-5.03K- 69.11% |
$409K - $419K
|
2.25K
$184K
|
|
|
Oct 29, 2024
Q3 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-39.9K- 50.78% |
$3.24M - $3.32M
|
38.7K
$3.17M
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-165- 0.95% |
$13.4K - $13.7K
|
17.2K
$1.41M
|
|
|
Oct 29, 2024
Q3 2024
|
Vigilare Wealth Management
|
SELL
|
- |
-68- 0.06% |
$5.53K - $5.66K
|
108K
$8.86M
|
|
|
Oct 29, 2024
Q3 2024
|
James Investment Research Inc
|
SELL
|
- |
-3.53K- 2.65% |
$287K - $294K
|
130K
$10.7M
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
61.8KNew |
$5.03M - $5.15M
|
61.8K
$5.07M
|
|
|
Oct 29, 2024
Q3 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-8- 0.2% |
$650 - $666
|
3.99K
$327K
|
|
|
Oct 29, 2024
Q3 2024
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
192+ 0.36% |
$15.6K - $16K
|
53.9K
$4.42M
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-795- 6.28% |
$64.6K - $66.2K
|
11.9K
$974K
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-622- 75.03% |
$50.6K - $51.8K
|
207
$17K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Management Group Inc
|
SELL
|
- |
-5.58K- 7.44% |
$454K - $465K
|
69.5K
$5.7M
|
|
|
Oct 29, 2024
Q3 2024
|
Sollinda Capital Management LLC
Hickory, NC |
SELL
|
- |
-20- 0.62% |
$1.63K - $1.67K
|
3.21K
$263K
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-138K- 74.68% |
$11.3M - $11.5M
|
46.9K
$3.85M
|
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
SELL
|
- |
-80- 0.41% |
$6.5K - $6.66K
|
19.5K
$1.6M
|
|
|
Oct 29, 2024
Q3 2024
|
Van Eck Associates Corp
|
BUY
|
- |
203New |
$16.5K - $16.9K
|
203
$16.7K
|
|
|
Oct 29, 2024
Q3 2024
|
Latko Wealth Management, Ltd.
Frankfort, IL |
BUY
|
- |
6.34KNew |
$515K - $528K
|
6.34K
$520K
|
|
|
Oct 29, 2024
Q3 2024
|
White Pine Investment CO
|
BUY
|
- |
2.32K+ 2.18% |
$188K - $193K
|
109K
$8.91M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8.72K+ 9.54% |
$709K - $726K
|
100K
$8.21M
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-4.46K- 5.58% |
$362K - $371K
|
75.4K
$6.19M
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
60+ 3.26% |
$4.88K - $5K
|
1.9K
$156K
|
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-15.8K- 69.23% |
$1.29M - $1.32M
|
7.04K
$577K
|
|
|
Oct 29, 2024
Q3 2024
|
Gfs Advisors, LLC
|
SELL
|
- |
-507- 14.46% |
$41.2K - $42.2K
|
3K
$246K
|
|
|
Oct 29, 2024
Q3 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
178New |
$14.5K - $14.8K
|
178
$14.6K
|
|
|
Oct 28, 2024
Q3 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
3.97K+ 118.38% |
$323K - $331K
|
7.33K
$601K
|
|
|
Oct 28, 2024
Q3 2024
|
Davis Rea Ltd.
|
BUY
|
- |
13.5K+ 122.33% |
$1.1M - $1.12M
|
24.5K
$2.01M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
126K+ 36.95% |
$10.2M - $10.5M
|
466K
$38.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
5.86K+ 10.57% |
$477K - $488K
|
61.3K
$5.03M
|
|
|
Oct 28, 2024
Q3 2024
|
Durante & Waters, LLC
Brewster, NY |
BUY
|
- |
343+ 0.42% |
$27.9K - $28.6K
|
81.3K
$6.67M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-26.8K- 3.14% |
$2.18M - $2.23M
|
826K
$67.8M
|
|
|
Oct 28, 2024
Q3 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-142- 1.56% |
$11.5K - $11.8K
|
8.94K
$733K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambiar Investors LLC
|
SELL
|
- |
-109- 0.15% |
$8.86K - $9.08K
|
73.4K
$6.02M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
4.06KNew |
$330K - $338K
|
4.06K
$333K
|
|
|
Oct 28, 2024
Q3 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-3.5K- 36.41% |
$285K - $292K
|
6.11K
$501K
|
|
|
Oct 28, 2024
Q3 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
3.45KNew |
$280K - $287K
|
3.45K
$283K
|
|
|
Oct 28, 2024
Q3 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
40+ 0.2% |
$3.25K - $3.33K
|
20.2K
$1.66M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
167+ 23.32% |
$13.6K - $13.9K
|
883
$72.4K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
8.53K+ 0.64% |
$694K - $711K
|
1.34M
$110M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-436- 1.45% |
$35.5K - $36.3K
|
29.5K
$2.42M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-2.6K- 2.69% |
$211K - $217K
|
94K
$7.71M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
62K+ 112.01% |
$5.04M - $5.17M
|
117K
$9.63M
|
|
|
Oct 25, 2024
Q3 2024
|
Center For Asset Management LLC
|
SELL
|
- |
-15.8K- 86.4% |
$1.29M - $1.32M
|
2.49K
$204K
|