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 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
169+ 1.75% |
$13.7K - $14.1K
|
9.84K
$807K
|
|
|
Oct 18, 2024
Q3 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-1.43K- 14.25% |
$116K - $119K
|
8.59K
$705K
|
|
|
Oct 18, 2024
Q3 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
42.5KNew |
$3.46M - $3.54M
|
42.5K
$3.49M
|
|
|
Oct 18, 2024
Q3 2024
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
977+ 15.46% |
$79.4K - $81.4K
|
7.3K
$598K
|
|
|
Oct 18, 2024
Q3 2024
|
Veracity Capital LLC
|
SELL
|
- |
-2.63K- 8.7% |
$214K - $219K
|
27.6K
$2.27M
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-27- 0.27% |
$2.2K - $2.25K
|
10K
$823K
|
|
|
Oct 18, 2024
Q3 2024
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-9.76K- 16.4% |
$793K - $813K
|
49.7K
$4.08M
|
|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
1.25K+ 5.65% |
$102K - $104K
|
23.4K
$1.92M
|
|
|
Oct 18, 2024
Q3 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
216+ 1.29% |
$17.6K - $18K
|
16.9K
$1.39M
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-71- 1.63% |
$5.77K - $5.91K
|
4.3K
$352K
|
|
|
Oct 17, 2024
Q3 2024
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-18.6K- 64.45% |
$1.51M - $1.55M
|
10.2K
$841K
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
696+ 13.19% |
$56.6K - $58K
|
5.97K
$490K
|
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
BUY
|
- |
480+ 1.84% |
$39K - $40K
|
26.6K
$2.18M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-4.47K- 29.34% |
$363K - $372K
|
10.8K
$882K
|
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-412- 5.67% |
$33.5K - $34.3K
|
6.86K
$562K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
11.4K+ 3.81% |
$930K - $952K
|
311K
$25.5M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
3.33K+ 37.18% |
$270K - $277K
|
12.3K
$1.01M
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-40.2K- 92.91% |
$3.27M - $3.35M
|
3.07K
$252K
|
|
|
Oct 17, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-9- 4.66% |
$732 - $750
|
184
$15.1K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-140- 1.06% |
$11.4K - $11.7K
|
13K
$1.07M
|
|
|
Oct 17, 2024
Q3 2024
|
Moulton Wealth Management, Inc
|
BUY
|
- |
2.02K+ 22.65% |
$165K - $169K
|
11K
$899K
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
52K+ 20.71% |
$4.23M - $4.33M
|
303K
$24.9M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-2.11K- 26.23% |
$171K - $175K
|
5.92K
$486K
|
|
|
Oct 17, 2024
Q3 2024
|
Addison Capital CO
|
SELL
|
- |
-574- 4.53% |
$46.7K - $47.8K
|
12.1K
$993K
|
|
|
Oct 17, 2024
Q3 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
129KNew |
$10.5M - $10.7M
|
129K
$10.5M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
22.1K+ 114.24% |
$1.79M - $1.84M
|
41.4K
$3.4M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-7.07K- 18.15% |
$575K - $589K
|
31.9K
$2.62M
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
BUY
|
- |
1.39K+ 29.29% |
$113K - $116K
|
6.14K
$503K
|
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
BUY
|
- |
7.81K+ 12.81% |
$635K - $651K
|
68.8K
$5.64M
|
|
|
Oct 16, 2024
Q3 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-3.22K- 33.94% |
$262K - $268K
|
6.27K
$514K
|
|
|
Oct 16, 2024
Q3 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
711+ 1.35% |
$57.8K - $59.2K
|
53.4K
$4.38M
|
|
|
Oct 16, 2024
Q3 2024
|
Cpr Investments Inc.
Rochester, MI |
SELL
|
- |
-3.54K- 8.22% |
$288K - $295K
|
39.6K
$3.25M
|
|
|
Oct 16, 2024
Q3 2024
|
Ballast, Inc.
|
SELL
|
- |
-2.65K- 1.75% |
$215K - $221K
|
148K
$12.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
BUY
|
- |
140+ 2.28% |
$11.4K - $11.7K
|
6.28K
$515K
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
BUY
|
- |
24.6K+ 326.93% |
$2M - $2.05M
|
32.2K
$2.64M
|
|
|
Oct 16, 2024
Q3 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
2.62KNew |
$213K - $218K
|
2.62K
$215K
|
|
|
Oct 16, 2024
Q3 2024
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-1.3K- 27.22% |
$106K - $108K
|
3.47K
$285K
|
|
|
Oct 16, 2024
Q3 2024
|
Optimum Investment Advisors
|
BUY
|
- |
60+ 1.92% |
$4.88K - $5K
|
3.19K
$261K
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-151- 2.01% |
$12.3K - $12.6K
|
7.38K
$605K
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-77.5K- 12.04% |
$6.3M - $6.46M
|
566K
$46.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
12.5K+ 179.5% |
$1.02M - $1.04M
|
19.5K
$1.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Patton Fund Management, Inc.
|
BUY
|
- |
108+ 1.39% |
$8.78K - $9K
|
7.88K
$646K
|
|
|
Oct 16, 2024
Q3 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-918- 15.49% |
$74.6K - $76.5K
|
5.01K
$411K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-7.77K- 16.46% |
$632K - $647K
|
39.4K
$3.23M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-63.5K- 28.74% |
$5.16M - $5.29M
|
157K
$12.9M
|
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-6.59K- 28.45% |
$536K - $549K
|
16.6K
$1.36M
|
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-376- 6.12% |
$30.6K - $31.3K
|
5.77K
$473K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-9.08K- 25.92% |
$739K - $757K
|
26K
$2.13M
|
|
|
Oct 15, 2024
Q3 2024
|
Apexium Financial, LP
|
SELL
|
- |
-2.46K- 19.78% |
$200K - $205K
|
9.98K
$819K
|
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
292New |
$23.7K - $24.3K
|
292
$24K
|