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 06, 2025
Q1 2025
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-116K- 58.3% |
$9.48M - $9.58M
|
82.8K
$6.84M
|
|
|
May 06, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
12.1KNew |
$987K - $997K
|
12.1K
$995K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.67K- 9.39% |
$300K - $304K
|
35.4K
$2.92M
|
|
|
May 06, 2025
Q1 2025
|
Garrison Bradford & Associates Inc
New York, NY |
BUY
|
- |
500New |
$40.9K - $41.4K
|
500
$41.3K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
9+ 0.04% |
$736 - $745
|
24.1K
$1.99M
|
|
|
May 06, 2025
Q1 2025
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
4+ 0.03% |
$327 - $331
|
15.3K
$1.27M
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
4.54KNew |
$371K - $375K
|
4.54K
$375K
|
|
|
May 06, 2025
Q1 2025
|
Dorsey Wright & Associates
|
SELL
|
- |
-2.78K- 32.79% |
$228K - $230K
|
5.71K
$471K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.28K- 21.83% |
$105K - $106K
|
4.59K
$379K
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.38K+ 30.13% |
$113K - $114K
|
5.96K
$492K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-10.3K- 10.37% |
$844K - $854K
|
89.2K
$7.36M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-361K- 37.54% |
$29.6M - $29.9M
|
601K
$49.6M
|
|
|
May 06, 2025
Q1 2025
|
Innova Wealth Partners
|
BUY
|
- |
123K+ 47.48% |
$10M - $10.1M
|
381K
$31.4M
|
|
|
May 06, 2025
Q1 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
14.1K+ 7.33% |
$1.15M - $1.17M
|
206K
$17M
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-880- 13.63% |
$72K - $72.8K
|
5.58K
$460K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.75K+ 12.22% |
$225K - $228K
|
25.3K
$2.09M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
14.8KNew |
$1.21M - $1.22M
|
14.8K
$1.22M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-895K- 21.96% |
$73.3M - $74.1M
|
3.18M
$263M
|
|
|
May 06, 2025
Q1 2025
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
81.2KNew |
$6.65M - $6.72M
|
81.2K
$6.7M
|
|
|
May 06, 2025
Q1 2025
|
Private Management Group Inc
|
SELL
|
- |
-4.53K- 6.92% |
$371K - $375K
|
61K
$5.03M
|
|
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
1.12K+ 25.73% |
$91.7K - $92.7K
|
5.48K
$452K
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.14% |
$81.8 - $82.7
|
740
$61.1K
|
|
|
May 05, 2025
Q1 2025
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
34.2K+ 56.25% |
$2.8M - $2.83M
|
94.9K
$7.84M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.81K+ 6.44% |
$148K - $150K
|
30K
$2.47M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
4.63K+ 88.81% |
$379K - $383K
|
9.85K
$813K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-358K- 55.98% |
$29.3M - $29.6M
|
282K
$23.3M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
4.37K+ 24.53% |
$358K - $362K
|
22.2K
$1.83M
|
|
|
May 05, 2025
Q1 2025
|
Auxano Advisors, LLC
|
SELL
|
- |
-3.68K- 18.05% |
$301K - $305K
|
16.7K
$1.38M
|
|
|
May 05, 2025
Q1 2025
|
Buckhead Capital Management LLC
|
BUY
|
- |
5.71KNew |
$467K - $472K
|
5.71K
$471K
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
3.45KNew |
$282K - $285K
|
3.45K
$284K
|
|
|
May 05, 2025
Q1 2025
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-794- 4.68% |
$65K - $65.7K
|
16.2K
$1.34M
|
|
|
May 05, 2025
Q1 2025
|
ETF Store, Inc.
|
SELL
|
- |
-446- 11.59% |
$36.5K - $36.9K
|
3.4K
$281K
|
|
|
May 05, 2025
Q1 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
709+ 7.54% |
$58K - $58.7K
|
10.1K
$834K
|
|
|
May 05, 2025
Q1 2025
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-11.9K- 48.63% |
$972K - $982K
|
12.5K
$1.04M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
9.77K+ 15.16% |
$800K - $809K
|
74.2K
$6.13M
|
|
|
May 05, 2025
Q1 2025
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
659+ 7.77% |
$53.9K - $54.5K
|
9.14K
$754K
|
|
|
May 05, 2025
Q1 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
SELL
|
- |
-227- 3.15% |
$18.6K - $18.8K
|
6.97K
$575K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
3.6KNew |
$295K - $298K
|
3.6K
$297K
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-10.1K- 45.64% |
$825K - $834K
|
12K
$992K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
4.48K+ 105.66% |
$367K - $371K
|
8.72K
$720K
|
|
|
May 05, 2025
Q1 2025
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
292+ 1.12% |
$23.9K - $24.2K
|
26.3K
$2.17M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.77K+ 19.43% |
$309K - $312K
|
23.2K
$1.91M
|
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
1.41K+ 32.19% |
$115K - $117K
|
5.79K
$478K
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-11.4K- 6.17% |
$930K - $940K
|
173K
$14.3M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
275+ 50.0% |
$22.5K - $22.8K
|
825
$68.1K
|
|
|
May 05, 2025
Q1 2025
|
West Wealth Group, LLC
|
BUY
|
- |
2.57KNew |
$210K - $213K
|
2.57K
$212K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
2.99K+ 33.03% |
$245K - $247K
|
12K
$994K
|
|
|
May 05, 2025
Q1 2025
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-1.25K- 9.19% |
$102K - $103K
|
12.3K
$1.02M
|
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-63- 0.15% |
$5.16K - $5.21K
|
41.5K
$3.43M
|
|
|
May 05, 2025
Q1 2025
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-525- 9.01% |
$43K - $43.4K
|
5.3K
$438K
|