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 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
|
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-26- 0.3% |
$2.11K - $2.17K
|
8.63K
$708K
|
|
|
Oct 11, 2024
Q3 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
62+ 0.65% |
$5.04K - $5.16K
|
9.64K
$791K
|
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
24.1K+ 356.34% |
$1.96M - $2M
|
30.8K
$2.53M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
15.4K+ 76.19% |
$1.25M - $1.28M
|
35.7K
$2.92M
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
26+ 0.17% |
$2.11K - $2.17K
|
14.9K
$1.22M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
1.61KNew |
$131K - $134K
|
1.61K
$132K
|
|
|
Oct 11, 2024
Q3 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
3.14KNew |
$255K - $262K
|
3.14K
$258K
|
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
BUY
|
- |
799+ 60.21% |
$65K - $66.5K
|
2.13K
$174K
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
8.91K+ 10.0% |
$725K - $742K
|
98K
$8.04M
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
11+ 0.27% |
$894 - $916
|
4.1K
$336K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.32K+ 20.7% |
$108K - $110K
|
7.71K
$633K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
41+ 7.27% |
$3.33K - $3.41K
|
605
$49.6K
|
|
|
Oct 10, 2024
Q3 2024
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-85- 1.19% |
$6.91K - $7.08K
|
7.08K
$581K
|
|
|
Oct 10, 2024
Q3 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-2.51K- 5.63% |
$204K - $209K
|
42K
$3.45M
|
|
|
Oct 10, 2024
Q3 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
630+ 7.57% |
$51.2K - $52.5K
|
8.96K
$735K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-847- 7.65% |
$68.9K - $70.5K
|
10.2K
$839K
|
|
|
Oct 10, 2024
Q3 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
9.66K+ 87.4% |
$786K - $805K
|
20.7K
$1.7M
|
|
|
Oct 10, 2024
Q3 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
SELL
|
- |
-1.39K- 11.38% |
$113K - $115K
|
10.8K
$884K
|
|
|
Oct 10, 2024
Q3 2024
|
Shaker Investments LLC
|
SELL
|
- |
-9- 0.35% |
$732 - $750
|
2.57K
$211K
|
|
|
Oct 10, 2024
Q3 2024
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-299- 2.1% |
$24.3K - $24.9K
|
13.9K
$1.14M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-8.09K- 21.16% |
$658K - $674K
|
30.2K
$2.47M
|
|
|
Oct 10, 2024
Q3 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-586- 0.97% |
$47.6K - $48.8K
|
59.9K
$4.91M
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-4K- 24.41% |
$325K - $333K
|
12.4K
$1.02M
|
|
|
Oct 10, 2024
Q3 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
2.04K+ 26.85% |
$165K - $169K
|
9.62K
$789K
|
|
|
Oct 10, 2024
Q3 2024
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
10.6K+ 5.33% |
$866K - $887K
|
210K
$17.3M
|
|
|
Oct 09, 2024
Q3 2024
|
Money Design Co.,Ltd.
|
BUY
|
- |
23.6K+ 24.67% |
$1.91M - $1.96M
|
119K
$9.76M
|
|
|
Oct 09, 2024
Q3 2024
|
Modus Advisors, LLC
|
BUY
|
- |
1.18K+ 1.74% |
$96K - $98.4K
|
69K
$5.66M
|
|
|
Oct 09, 2024
Q3 2024
|
A. D. Beadell Investment Counsel, Inc.
|
BUY
|
- |
292+ 4.78% |
$23.7K - $24.3K
|
6.41K
$525K
|
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
BUY
|
- |
1.47K+ 31.37% |
$119K - $122K
|
6.14K
$503K
|
|
|
Oct 09, 2024
Q3 2024
|
Freestate Advisors LLC
Overland Park, KS |
BUY
|
- |
22.8KNew |
$1.86M - $1.9M
|
22.8K
$1.87M
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-57- 32.39% |
$4.63K - $4.75K
|
119
$9.76K
|
|
|
Oct 09, 2024
Q3 2024
|
Stolper CO
|
BUY
|
- |
92+ 1.15% |
$7.48K - $7.66K
|
8.1K
$664K
|
|
|
Oct 09, 2024
Q3 2024
|
Hudson Capital Management LLC
|
SELL
|
- |
-4.35K- 56.56% |
$354K - $362K
|
3.34K
$274K
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
155+ 387.5% |
$12.6K - $12.9K
|
195
$16K
|
|
|
Oct 09, 2024
Q3 2024
|
Spence Asset Management
|
SELL
|
- |
-49.4K- 88.6% |
$4.01M - $4.11M
|
6.36K
$521K
|
|
|
Oct 09, 2024
Q3 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
964+ 1.47% |
$78.4K - $80.3K
|
66.8K
$5.48M
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-1.68K- 36.2% |
$137K - $140K
|
2.97K
$243K
|
|
|
Oct 09, 2024
Q3 2024
|
Stephens Group Asset Management, LLC
|
SELL
|
- |
-315- 8.24% |
$25.6K - $26.2K
|
3.51K
$288K
|
|
|
Oct 09, 2024
Q3 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
1.83K+ 22.58% |
$148K - $152K
|
9.91K
$813K
|
|
|
Oct 09, 2024
Q3 2024
|
Family Wealth Partners, LLC
Matthews, NC |
SELL
|
- |
-2.27K- 6.98% |
$184K - $189K
|
30.2K
$2.48M
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
6+ 0.17% |
$488 - $500
|
3.59K
$294K
|
|
|
Oct 08, 2024
Q3 2024
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
825+ 10.57% |
$67.1K - $68.7K
|
8.63K
$708K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-1.2K- 4.01% |
$97.2K - $99.6K
|
28.6K
$2.35M
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-17- 0.15% |
$1.38K - $1.42K
|
11.2K
$916K
|
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
BUY
|
- |
896+ 5.23% |
$72.9K - $74.6K
|
18K
$1.48M
|
|
|
Oct 08, 2024
Q3 2024
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-2.22K- 17.07% |
$180K - $184K
|
10.8K
$883K
|