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 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-100- 82.64% |
$8.13K - $8.33K
|
21
$1.72K
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-540- 14.04% |
$43.9K - $45K
|
3.31K
$271K
|
|
Oct 25, 2024
Q3 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-376- 9.17% |
$30.6K - $31.3K
|
3.72K
$305K
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
19.8K+ 62.5% |
$1.61M - $1.65M
|
51.6K
$4.23M
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
22K+ 29.14% |
$1.79M - $1.84M
|
97.7K
$8.02M
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-653- 2.97% |
$53.1K - $54.4K
|
21.4K
$1.75M
|
|
Oct 25, 2024
Q3 2024
|
Bay Rivers Group
|
BUY
|
- |
436+ 13.44% |
$35.5K - $36.3K
|
3.68K
$302K
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-655- 9.6% |
$53.3K - $54.6K
|
6.17K
$506K
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-40- 0.21% |
$3.25K - $3.33K
|
19.4K
$1.59M
|
|
Oct 25, 2024
Q3 2024
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-563- 11.61% |
$45.8K - $46.9K
|
4.29K
$352K
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-200- 3.38% |
$16.3K - $16.7K
|
5.72K
$469K
|
|
Oct 25, 2024
Q3 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-162- 5.95% |
$13.2K - $13.5K
|
2.56K
$210K
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-362- 9.22% |
$29.4K - $30.2K
|
3.56K
$292K
|
|
Oct 25, 2024
Q3 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-200- 7.59% |
$16.3K - $16.7K
|
2.44K
$200K
|
|
Oct 25, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-1.83K- 6.02% |
$149K - $153K
|
28.6K
$2.35M
|
|
Oct 25, 2024
Q3 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
6.67K+ 5.91% |
$542K - $556K
|
120K
$9.81M
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-9.69K- 7.93% |
$788K - $807K
|
112K
$9.22M
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
401+ 9.3% |
$32.6K - $33.4K
|
4.71K
$387K
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
3.6KNew |
$293K - $300K
|
3.6K
$295K
|
|
Oct 25, 2024
Q3 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
540+ 7.32% |
$43.9K - $45K
|
7.91K
$649K
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-6.22K- 42.28% |
$506K - $518K
|
8.49K
$697K
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-204- 1.97% |
$16.6K - $17K
|
10.2K
$833K
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
24.5K+ 37.92% |
$2M - $2.04M
|
89.3K
$7.32M
|
|
Oct 24, 2024
Q3 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-83- 2.85% |
$6.75K - $6.91K
|
2.83K
$232K
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
944New |
$76.8K - $78.6K
|
944
$77.4K
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-6.45K- 25.95% |
$525K - $537K
|
18.4K
$1.51M
|
|
Oct 24, 2024
Q3 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-477- 5.76% |
$38.8K - $39.7K
|
7.8K
$640K
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
916+ 359.22% |
$74.5K - $76.3K
|
1.17K
$96.1K
|
|
Oct 24, 2024
Q3 2024
|
Benedict Financial Advisors Inc
|
BUY
|
- |
5.62K+ 47.09% |
$457K - $468K
|
17.5K
$1.44M
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-172- 1.27% |
$14K - $14.3K
|
13.3K
$1.09M
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-460- 53.49% |
$37.4K - $38.3K
|
400
$32.8K
|
|
Oct 24, 2024
Q3 2024
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-1.21K- 1.47% |
$98.1K - $100K
|
80.8K
$6.63M
|
|
Oct 24, 2024
Q3 2024
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
3.7KNew |
$301K - $309K
|
3.7K
$304K
|
|
Oct 24, 2024
Q3 2024
|
Amarillo National Bank
|
SELL
|
- |
-1.39K- 12.65% |
$113K - $116K
|
9.62K
$789K
|
|
Oct 24, 2024
Q3 2024
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-390- 8.85% |
$31.7K - $32.5K
|
4.02K
$330K
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-42- 1.52% |
$3.42K - $3.5K
|
2.72K
$223K
|
|
Oct 24, 2024
Q3 2024
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-9.69K- 64.05% |
$788K - $807K
|
5.44K
$446K
|
|
Oct 24, 2024
Q3 2024
|
Welch Group, LLC
|
BUY
|
- |
3.67K+ 26.15% |
$298K - $305K
|
17.7K
$1.45M
|
|
Oct 24, 2024
Q3 2024
|
Sterling Manor Financial, LLC
|
BUY
|
- |
247+ 0.4% |
$20.1K - $20.6K
|
61.8K
$5.07M
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-4.27K- 55.67% |
$347K - $356K
|
3.4K
$279K
|
|
Oct 24, 2024
Q3 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-21.7K- 21.43% |
$1.76M - $1.81M
|
79.6K
$6.53M
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
25.4K+ 30.45% |
$2.06M - $2.11M
|
109K
$8.92M
|
|
Oct 24, 2024
Q3 2024
|
Ridgepath Capital Management LLC
Knoxville, TN |
SELL
|
- |
-620- 8.52% |
$50.4K - $51.6K
|
6.66K
$546K
|
|
Oct 24, 2024
Q3 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
24+ 1.01% |
$1.95K - $2K
|
2.4K
$196K
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
10.2K+ 54.07% |
$833K - $853K
|
29.2K
$2.39M
|
|
Oct 24, 2024
Q3 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
4.89K+ 6.47% |
$397K - $407K
|
80.4K
$6.6M
|
|
Oct 24, 2024
Q3 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-8.33K- 24.09% |
$677K - $693K
|
26.2K
$2.15M
|
|
Oct 24, 2024
Q3 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
SELL
|
- |
-3.13K- 10.87% |
$254K - $261K
|
25.6K
$2.1M
|
|
Oct 24, 2024
Q3 2024
|
Greenspring Advisors, LLC
|
BUY
|
- |
8.83K+ 130.26% |
$718K - $735K
|
15.6K
$1.28M
|
|
Oct 24, 2024
Q3 2024
|
Leuthold Group, LLC
|
SELL
|
- |
-3.01K- 2.09% |
$244K - $250K
|
141K
$11.5M
|