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 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-5.72K- 26.58% |
$465K - $476K
|
15.8K
$1.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
17+ 1.05% |
$1.38K - $1.42K
|
1.63K
$134K
|
|
|
Oct 15, 2024
Q3 2024
|
Martin Capital Partners, LLC
|
SELL
|
- |
-5.73K- 11.27% |
$466K - $477K
|
45.1K
$3.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-700- 9.61% |
$56.9K - $58.3K
|
6.59K
$540K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-345- 7.46% |
$28.1K - $28.7K
|
4.28K
$351K
|
|
|
Oct 15, 2024
Q3 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-412- 28.47% |
$33.5K - $34.3K
|
1.04K
$84.9K
|
|
|
Oct 15, 2024
Q3 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
10.1K+ 6.02% |
$821K - $841K
|
178K
$14.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
7.48K+ 8.39% |
$608K - $623K
|
96.6K
$7.92M
|
|
|
Oct 15, 2024
Q3 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
6.19KNew |
$503K - $515K
|
6.19K
$507K
|
|
|
Oct 15, 2024
Q3 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
20+ 0.38% |
$1.63K - $1.67K
|
5.3K
$435K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-234- 2.77% |
$19K - $19.5K
|
8.21K
$673K
|
|
|
Oct 15, 2024
Q3 2024
|
Mtc Wealth Management LLC
|
BUY
|
- |
809+ 0.7% |
$65.8K - $67.4K
|
117K
$9.58M
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-192- 32.82% |
$15.6K - $16K
|
393
$32.2K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1.19K- 25.29% |
$96.4K - $98.7K
|
3.5K
$287K
|
|
|
Oct 15, 2024
Q3 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-50- 0.66% |
$4.07K - $4.16K
|
7.58K
$621K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
14.6K+ 29.47% |
$1.19M - $1.22M
|
64.1K
$5.26M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
322KNew |
$26.2M - $26.9M
|
322K
$26.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Alhambra Investment Partners LLC
|
BUY
|
- |
7+ 0.06% |
$569 - $583
|
11.3K
$925K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
39K+ 1277.0% |
$3.17M - $3.25M
|
42.1K
$3.45M
|
|
|
Oct 15, 2024
Q3 2024
|
Members Trust CO
|
SELL
|
- |
-38.1K- 2.58% |
$3.1M - $3.18M
|
1.44M
$118M
|
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
BUY
|
- |
499+ 4.82% |
$40.6K - $41.6K
|
10.8K
$889K
|
|
|
Oct 15, 2024
Q3 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
3.13K+ 3.28% |
$255K - $261K
|
98.6K
$8.09M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
19.4K+ 15.53% |
$1.58M - $1.62M
|
144K
$11.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-368- 1.14% |
$29.9K - $30.7K
|
31.8K
$2.61M
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
BUY
|
- |
275+ 2.55% |
$22.4K - $22.9K
|
11K
$906K
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
513+ 5.23% |
$41.7K - $42.7K
|
10.3K
$846K
|
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
4.59KNew |
$373K - $382K
|
4.59K
$376K
|
|
|
Oct 15, 2024
Q3 2024
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-463- 4.93% |
$37.6K - $38.6K
|
8.92K
$732K
|
|
|
Oct 15, 2024
Q3 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.42K- 35.7% |
$197K - $201K
|
4.35K
$357K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
168+ 8.43% |
$13.7K - $14K
|
2.16K
$177K
|
|
|
Oct 15, 2024
Q3 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
1.55K+ 3.21% |
$126K - $129K
|
49.8K
$4.09M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-9.39K- 49.87% |
$764K - $782K
|
9.44K
$774K
|
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
SELL
|
- |
-190- 56.72% |
$15.4K - $15.8K
|
145
$11.9K
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
3.67K+ 18.03% |
$298K - $305K
|
24K
$1.97M
|
|
|
Oct 15, 2024
Q3 2024
|
Edge Wealth Management LLC
|
SELL
|
- |
-1.98K- 0.55% |
$161K - $165K
|
356K
$29.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
18.1K+ 43.5% |
$1.47M - $1.51M
|
59.8K
$4.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-3.4K- 39.83% |
$277K - $283K
|
5.14K
$422K
|
|
|
Oct 15, 2024
Q3 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-118- 0.64% |
$9.59K - $9.83K
|
18.2K
$1.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-7.17K- 8.31% |
$583K - $597K
|
79K
$6.48M
|
|
|
Oct 15, 2024
Q3 2024
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
60+ 1.78% |
$4.88K - $5K
|
3.43K
$281K
|
|
|
Oct 11, 2024
Q3 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-68.5K- 92.37% |
$5.57M - $5.7M
|
5.66K
$464K
|
|
|
Oct 11, 2024
Q3 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-164- 4.25% |
$13.3K - $13.7K
|
3.69K
$303K
|
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
675+ 0.82% |
$54.9K - $56.2K
|
82.7K
$6.79M
|
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
16+ 0.23% |
$1.3K - $1.33K
|
6.95K
$570K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-898- 2.11% |
$73K - $74.8K
|
41.6K
$3.41M
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-17- 0.02% |
$1.38K - $1.42K
|
79.6K
$6.53M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-11.8K- 6.68% |
$957K - $980K
|
164K
$13.5M
|
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
1.11K+ 9.73% |
$90.1K - $92.3K
|
12.5K
$1.02M
|
|
|
Oct 11, 2024
Q3 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-580- 6.32% |
$47.2K - $48.3K
|
8.6K
$706K
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
12.8K+ 7.14% |
$1.04M - $1.07M
|
193K
$15.8M
|