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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-45.5K- 69.21% |
$3.72M - $3.76M
|
20.2K
$1.67M
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
21.5KNew |
$1.76M - $1.78M
|
21.5K
$1.77M
|
|
|
May 12, 2025
Q1 2025
|
Pcg Asset Management, LLC
Gladstone, NJ |
SELL
|
- |
-1.4K- 2.34% |
$114K - $115K
|
58.3K
$4.81M
|
|
|
May 12, 2025
Q1 2025
|
Blueprint Financial Advisors LLC
Greensboto, NC |
BUY
|
- |
188KNew |
$15.4M - $15.6M
|
188K
$15.6M
|
|
|
May 12, 2025
Q1 2025
|
Biltmore Family Office, LLC
|
SELL
|
- |
-963- 1.32% |
$78.8K - $79.7K
|
71.8K
$5.93M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
134K+ 56.09% |
$11M - $11.1M
|
373K
$30.8M
|
|
|
May 12, 2025
Q1 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
447K+ 6709.39% |
$36.6M - $37M
|
454K
$37.5M
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-1.16K- 14.59% |
$94.9K - $96K
|
6.79K
$561K
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
133+ 1.94% |
$10.9K - $11K
|
7K
$578K
|
|
|
May 12, 2025
Q1 2025
|
Centerpoint Advisors, LLC
|
BUY
|
- |
4+ 0.36% |
$327 - $331
|
1.13K
$92.9K
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
85New |
$6.96K - $7.03K
|
85
$7.02K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
787+ 0.09% |
$64.4K - $65.1K
|
878K
$72.4M
|
|
|
May 12, 2025
Q1 2025
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
21.9K+ 106.83% |
$1.79M - $1.81M
|
42.4K
$3.5M
|
|
|
May 12, 2025
Q1 2025
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-35.4K- 58.21% |
$2.89M - $2.93M
|
25.4K
$2.1M
|
|
|
May 12, 2025
Q1 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-114K- 96.24% |
$9.36M - $9.46M
|
4.47K
$369K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-201- 20.1% |
$16.4K - $16.6K
|
799
$66K
|
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-636- 4.68% |
$52K - $52.6K
|
13K
$1.07M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
202K+ 17.88% |
$16.5M - $16.7M
|
1.33M
$110M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
93.1K+ 15.81% |
$7.62M - $7.7M
|
682K
$56.3M
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
BUY
|
- |
99.1K+ 94.72% |
$8.11M - $8.2M
|
204K
$16.8M
|
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
53K+ 5.06% |
$4.34M - $4.38M
|
1.1M
$90.8M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
900+ 1.5% |
$73.6K - $74.5K
|
60.9K
$5.03M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-226- 2.27% |
$18.5K - $18.7K
|
9.72K
$802K
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
223+ 4.37% |
$18.2K - $18.4K
|
5.33K
$440K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2.69K- 13.01% |
$220K - $223K
|
18K
$1.49M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-11.7K- 12.1% |
$954K - $964K
|
84.7K
$6.99M
|
|
|
May 09, 2025
Q1 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
669+ 25.36% |
$54.7K - $55.3K
|
3.31K
$273K
|
|
|
May 09, 2025
Q1 2025
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-654- 11.62% |
$53.5K - $54.1K
|
4.97K
$410K
|
|
|
May 09, 2025
Q1 2025
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-18.8K- 3.4% |
$1.54M - $1.55M
|
532K
$44M
|
|
|
May 09, 2025
Q1 2025
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-11.2K- 67.5% |
$915K - $925K
|
5.38K
$444K
|
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
1+ 2.0% |
$81.8 - $82.7
|
51
$4.21K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.34K- 12.9% |
$110K - $111K
|
9.06K
$748K
|
|
|
May 09, 2025
Q1 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
2.25K+ 12.33% |
$184K - $186K
|
20.5K
$1.69M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-10.5K- 6.55% |
$859K - $868K
|
150K
$12.4M
|
|
|
May 09, 2025
Q1 2025
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
993+ 20.8% |
$81.3K - $82.2K
|
5.77K
$476K
|
|
|
May 09, 2025
Q1 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
44New |
$3.6K - $3.64K
|
44
$3.63K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
3.63K+ 15.13% |
$297K - $300K
|
27.6K
$2.28M
|
|
|
May 09, 2025
Q1 2025
|
Strategy Asset Managers LLC
|
SELL
|
- |
-2.21K- 17.12% |
$181K - $183K
|
10.7K
$883K
|
|
|
May 09, 2025
Q1 2025
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-552- 1.22% |
$45.2K - $45.7K
|
44.6K
$3.68M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
25.9K+ 221.22% |
$2.12M - $2.14M
|
37.6K
$3.11M
|
|
|
May 09, 2025
Q1 2025
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-299- 3.81% |
$24.5K - $24.7K
|
7.54K
$623K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-98- 0.01% |
$8.02K - $8.11K
|
863K
$71.3M
|
|
|
May 09, 2025
Q1 2025
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-148- 2.47% |
$12.1K - $12.2K
|
5.85K
$483K
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-179- 11.2% |
$14.6K - $14.8K
|
1.42K
$117K
|
|
|
May 09, 2025
Q1 2025
|
Renasant Bank
|
SELL
|
- |
-689- 9.08% |
$56.4K - $57K
|
6.9K
$570K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-12- 0.49% |
$982 - $993
|
2.43K
$200K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
SELL
|
- |
-152- 15.26% |
$12.4K - $12.6K
|
844
$69.7K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
400+ 2.33% |
$32.7K - $33.1K
|
17.6K
$1.45M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
1.29K+ 2.43% |
$106K - $107K
|
54.5K
$4.5M
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-98.3K- 3.43% |
$8.04M - $8.13M
|
2.76M
$228M
|