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 24, 2024
Q3 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
2.65KNew |
$215K - $220K
|
2.65K
$217K
|
|
|
Oct 24, 2024
Q3 2024
|
Barry Investment Advisors, LLC
|
BUY
|
- |
4.54K+ 36.41% |
$369K - $378K
|
17K
$1.39M
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
716K+ 673.41% |
$58.2M - $59.6M
|
822K
$67.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-175- 3.03% |
$14.2K - $14.6K
|
5.6K
$460K
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-985- 11.58% |
$80.1K - $82K
|
7.52K
$617K
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
17.7K+ 19.3% |
$1.44M - $1.48M
|
110K
$9M
|
|
|
Oct 24, 2024
Q3 2024
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
5.06K+ 9.51% |
$411K - $421K
|
58.2K
$4.78M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.65K+ 2.78% |
$216K - $221K
|
97.9K
$8.03M
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
1.35KNew |
$110K - $112K
|
1.35K
$111K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-4.9K- 56.17% |
$398K - $408K
|
3.82K
$314K
|
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
7.06K+ 17.42% |
$574K - $588K
|
47.6K
$3.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-14- 0.28% |
$1.14K - $1.17K
|
4.95K
$406K
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
BUY
|
- |
41.8K+ 18.75% |
$3.4M - $3.48M
|
265K
$21.7M
|
|
|
Oct 23, 2024
Q3 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-11.3K- 69.31% |
$915K - $938K
|
4.98K
$409K
|
|
|
Oct 23, 2024
Q3 2024
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-473- 16.38% |
$38.5K - $39.4K
|
2.42K
$198K
|
|
|
Oct 23, 2024
Q3 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
15K+ 39.67% |
$1.22M - $1.25M
|
52.7K
$4.33M
|
|
|
Oct 23, 2024
Q3 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
21+ 0.97% |
$1.71K - $1.75K
|
2.19K
$179K
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
819New |
$66.6K - $68.2K
|
819
$67.2K
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
14.2K+ 10.43% |
$1.15M - $1.18M
|
150K
$12.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
4.15K+ 1.9% |
$338K - $346K
|
222K
$18.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Peoples Bank
|
SELL
|
- |
-2.43K- 6.28% |
$197K - $202K
|
36.2K
$2.97M
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
20.2K+ 20.5% |
$1.64M - $1.68M
|
118K
$9.72M
|
|
|
Oct 23, 2024
Q3 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
5.93KNew |
$482K - $494K
|
5.93K
$486K
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
SELL
|
- |
-108- 0.66% |
$8.78K - $9K
|
16.2K
$1.33M
|
|
|
Oct 23, 2024
Q3 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
1.56K+ 50.7% |
$127K - $130K
|
4.65K
$381K
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-633- 11.66% |
$51.5K - $52.7K
|
4.8K
$393K
|
|
|
Oct 23, 2024
Q3 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
397+ 5.29% |
$32.3K - $33.1K
|
7.91K
$649K
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-1.66K- 22.66% |
$135K - $138K
|
5.67K
$465K
|
|
|
Oct 23, 2024
Q3 2024
|
Mainstay Capital Management LLC
|
BUY
|
- |
3+ 0.04% |
$244 - $250
|
6.98K
$573K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-276- 3.09% |
$22.4K - $23K
|
8.66K
$710K
|
|
|
Oct 23, 2024
Q3 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
20+ 0.5% |
$1.63K - $1.67K
|
4.06K
$333K
|
|
|
Oct 23, 2024
Q3 2024
|
Hudock, Inc.
|
SELL
|
- |
-18.1K- 37.49% |
$1.47M - $1.51M
|
30.1K
$2.47M
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
4+ 8.7% |
$325 - $333
|
50
$4.1K
|
|
|
Oct 23, 2024
Q3 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-675- 3.78% |
$54.9K - $56.2K
|
17.2K
$1.41M
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Management Network Inc
|
BUY
|
- |
17.7KNew |
$1.44M - $1.47M
|
17.7K
$1.45M
|
|
|
Oct 23, 2024
Q3 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-50- 0.47% |
$4.07K - $4.16K
|
10.7K
$876K
|
|
|
Oct 23, 2024
Q3 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-2K- 32.31% |
$163K - $167K
|
4.19K
$344K
|
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-530- 16.8% |
$43.1K - $44.1K
|
2.63K
$215K
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-48- 0.25% |
$3.9K - $4K
|
18.9K
$1.55M
|
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
SELL
|
- |
-2.81K- 4.2% |
$228K - $234K
|
64.1K
$5.26M
|
|
|
Oct 23, 2024
Q3 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
4.27K+ 5.8% |
$347K - $356K
|
77.9K
$6.39M
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
178+ 4.44% |
$14.5K - $14.8K
|
4.19K
$344K
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-421- 0.66% |
$34.2K - $35.1K
|
63K
$5.17M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.11K+ 0.3% |
$90.6K - $92.8K
|
367K
$30.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
295+ 1.61% |
$24K - $24.6K
|
18.6K
$1.53M
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-2- 0.02% |
$163 - $167
|
12.1K
$993K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
26.5K+ 8.31% |
$2.16M - $2.21M
|
346K
$28.4M
|
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
433+ 14.78% |
$35.2K - $36.1K
|
3.36K
$276K
|
|
|
Oct 22, 2024
Q3 2024
|
Ndwm LLC
La Jolla, CA |
BUY
|
- |
7.42K+ 54.27% |
$603K - $618K
|
21.1K
$1.73M
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
25+ 1.01% |
$2.03K - $2.08K
|
2.51K
$206K
|