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 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
|
|
Oct 22, 2024
Q3 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
2.89K+ 84.86% |
$235K - $240K
|
6.29K
$516K
|
|
Oct 22, 2024
Q3 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
5.07K+ 42.21% |
$412K - $422K
|
17.1K
$1.4M
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-12.9K- 11.05% |
$1.05M - $1.07M
|
103K
$8.49M
|
|
Oct 22, 2024
Q3 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-2- 0.03% |
$163 - $167
|
6.62K
$543K
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-130- 2.54% |
$10.6K - $10.8K
|
4.98K
$409K
|
|
Oct 22, 2024
Q3 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
55.6KNew |
$4.52M - $4.63M
|
55.6K
$4.56M
|
|
Oct 22, 2024
Q3 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
1.8K+ 23.26% |
$147K - $150K
|
9.56K
$784K
|
|
Oct 22, 2024
Q3 2024
|
School Employees Retirement Board Of Ohio
Columbus, OH |
BUY
|
- |
122KNew |
$9.9M - $10.1M
|
122K
$9.99M
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
BUY
|
- |
38.4KNew |
$3.12M - $3.2M
|
38.4K
$3.15M
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
919New |
$74.7K - $76.5K
|
919
$75.4K
|
|
Oct 21, 2024
Q3 2024
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
245+ 0.87% |
$19.9K - $20.4K
|
28.5K
$2.33M
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
2.7K+ 18.0% |
$219K - $225K
|
17.7K
$1.45M
|
|
Oct 21, 2024
Q3 2024
|
Bellecapital International Ltd.
|
SELL
|
- |
-5.42K- 50.79% |
$441K - $451K
|
5.25K
$431K
|
|
Oct 21, 2024
Q3 2024
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-4.87K- 25.1% |
$396K - $406K
|
14.5K
$1.19M
|
|
Oct 21, 2024
Q3 2024
|
Rmr Wealth Builders
|
BUY
|
- |
3+ 0.01% |
$244 - $250
|
30.1K
$2.47M
|
|
Oct 21, 2024
Q3 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
8+ 0.04% |
$650 - $666
|
21.7K
$1.78M
|
|
Oct 21, 2024
Q3 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-7.12K- 60.53% |
$579K - $593K
|
4.64K
$381K
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
2.52KNew |
$204K - $209K
|
2.52K
$206K
|
|
Oct 21, 2024
Q3 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-401K- 76.79% |
$32.6M - $33.4M
|
121K
$9.94M
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-128K- 78.64% |
$10.4M - $10.7M
|
34.8K
$2.86M
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
1.09KNew |
$88.5K - $90.6K
|
1.09K
$89.2K
|
|
Oct 21, 2024
Q3 2024
|
Dock Street Asset Management Inc
|
SELL
|
- |
-343- 0.32% |
$27.9K - $28.6K
|
108K
$8.83M
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.5K- 9.83% |
$122K - $125K
|
13.7K
$1.13M
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
4.04K+ 36.6% |
$328K - $336K
|
15.1K
$1.24M
|
|
Oct 21, 2024
Q3 2024
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
1.72K+ 1.72% |
$140K - $143K
|
102K
$8.34M
|
|
Oct 21, 2024
Q3 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-115K- 35.34% |
$9.36M - $9.58M
|
211K
$17.3M
|
|
Oct 21, 2024
Q3 2024
|
De Dora Capital, Inc.
|
SELL
|
- |
-773- 9.11% |
$62.9K - $64.4K
|
7.71K
$632K
|
|
Oct 21, 2024
Q3 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
4.12K+ 4.4% |
$335K - $343K
|
97.6K
$8M
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
164K+ 79.08% |
$13.3M - $13.7M
|
371K
$30.5M
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-946- 2.18% |
$76.9K - $78.8K
|
42.4K
$3.47M
|
|
Oct 21, 2024
Q3 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-7- 0.21% |
$569 - $583
|
3.36K
$276K
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
3.86K+ 32.55% |
$314K - $321K
|
15.7K
$1.29M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-33.4K- 5.14% |
$2.71M - $2.78M
|
615K
$50.5M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-393K- 13.01% |
$32M - $32.7M
|
2.63M
$216M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
491K+ 29.6% |
$39.9M - $40.9M
|
2.15M
$176M
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
17+ 0.55% |
$1.38K - $1.42K
|
3.11K
$255K
|
|
Oct 18, 2024
Q3 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
580New |
$47.2K - $48.3K
|
580
$47.6K
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
65New |
$5.29K - $5.41K
|
65
$5.33K
|
|
Oct 18, 2024
Q3 2024
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-33- 0.54% |
$2.68K - $2.75K
|
6.05K
$496K
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-1.22K- 26.96% |
$99.5K - $102K
|
3.32K
$272K
|
|
Oct 18, 2024
Q3 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
1.26K+ 1.85% |
$103K - $105K
|
69.3K
$5.68M
|
|
Oct 18, 2024
Q3 2024
|
Rede Wealth, LLC
|
SELL
|
- |
-90- 3.54% |
$7.32K - $7.5K
|
2.45K
$201K
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-250K- 63.74% |
$20.3M - $20.8M
|
142K
$11.7M
|
|
Oct 18, 2024
Q3 2024
|
Columbus Macro, LLC
|
BUY
|
- |
75+ 2.3% |
$6.1K - $6.25K
|
3.34K
$274K
|