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 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
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-425- 7.88% |
$34.8K - $35.2K
|
4.97K
$410K
|
|
|
May 02, 2025
Q1 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-464- 11.61% |
$38K - $38.4K
|
3.53K
$292K
|
|
|
May 02, 2025
Q1 2025
|
Future You Wealth LLC
New York, NY |
BUY
|
- |
11K+ 12.67% |
$899K - $909K
|
97.6K
$8.06M
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
SELL
|
- |
-15- 0.01% |
$1.23K - $1.24K
|
102K
$8.39M
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-118K- 9.53% |
$9.66M - $9.76M
|
1.12M
$92.5M
|
|
|
May 02, 2025
Q1 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
3.74KNew |
$306K - $309K
|
3.74K
$309K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-3.78K- 1.97% |
$309K - $313K
|
188K
$15.5M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.52K+ 12.58% |
$125K - $126K
|
13.6K
$1.12M
|
|
|
May 02, 2025
Q1 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
2.89K+ 15.97% |
$237K - $239K
|
21K
$1.73M
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
BUY
|
- |
428+ 0.08% |
$35K - $35.4K
|
518K
$42.8M
|
|
|
May 02, 2025
Q1 2025
|
Ndwm LLC
La Jolla, CA |
BUY
|
- |
1.96K+ 11.17% |
$160K - $162K
|
19.5K
$1.61M
|
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
SELL
|
- |
-1.7K- 1.31% |
$139K - $140K
|
128K
$10.6M
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
44+ 0.71% |
$3.6K - $3.64K
|
6.25K
$516K
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
3.07KNew |
$251K - $254K
|
3.07K
$253K
|
|
|
May 02, 2025
Q1 2025
|
Hudock, Inc.
|
BUY
|
- |
1.63K+ 5.4% |
$133K - $135K
|
31.8K
$2.62M
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
17+ 0.34% |
$1.39K - $1.41K
|
4.99K
$412K
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-1K- 16.65% |
$82.2K - $83.1K
|
5.03K
$415K
|
|
|
May 02, 2025
Q1 2025
|
Members Trust CO
|
SELL
|
- |
-880K- 63.05% |
$72M - $72.8M
|
516K
$42.6M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
14.3K+ 7.89% |
$1.17M - $1.19M
|
196K
$16.2M
|
|
|
May 02, 2025
Q1 2025
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-3.19K- 45.29% |
$261K - $264K
|
3.85K
$318K
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-3.71K- 4.58% |
$304K - $307K
|
77.4K
$6.39M
|
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-149- 12.16% |
$12.2K - $12.3K
|
1.08K
$88.8K
|
|
|
May 02, 2025
Q1 2025
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-534- 15.21% |
$43.7K - $44.2K
|
2.98K
$246K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-1.81K- 18.06% |
$148K - $149K
|
8.19K
$676K
|
|
|
May 01, 2025
Q1 2025
|
Fortem Financial Group, LLC
|
SELL
|
- |
-27.7K- 31.06% |
$2.26M - $2.29M
|
61.4K
$5.07M
|
|
|
May 01, 2025
Q1 2025
|
Forum Private Client Group LLC
|
BUY
|
- |
280+ 4.86% |
$22.9K - $23.2K
|
6.05K
$499K
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
BUY
|
- |
1.92K+ 7.0% |
$157K - $159K
|
29.4K
$2.42M
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
2.48KNew |
$203K - $205K
|
2.48K
$204K
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
408+ 2.1% |
$33.4K - $33.8K
|
19.9K
$1.64M
|
|
|
May 01, 2025
Q1 2025
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
57.2K+ 774.53% |
$4.68M - $4.73M
|
64.6K
$5.33M
|
|
|
May 01, 2025
Q1 2025
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
193+ 0.48% |
$15.8K - $16K
|
40K
$3.3M
|
|
|
May 01, 2025
Q1 2025
|
Platform Technology Partners
|
SELL
|
- |
-1.66K- 6.82% |
$136K - $137K
|
22.7K
$1.87M
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
3.45K+ 163.58% |
$282K - $285K
|
5.55K
$458K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-173K- 21.61% |
$14.1M - $14.3M
|
626K
$51.7M
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
84New |
$6.87K - $6.95K
|
84
$6.93K
|
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-113- 47.88% |
$9.25K - $9.35K
|
123
$10.2K
|
|
|
May 01, 2025
Q1 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
SELL
|
- |
-7.2K- 64.09% |
$589K - $596K
|
4.04K
$333K
|
|
|
May 01, 2025
Q1 2025
|
Dock Street Asset Management Inc
|
BUY
|
- |
3.09K+ 2.72% |
$253K - $256K
|
117K
$9.63M
|
|
|
May 01, 2025
Q1 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-3.01K- 39.07% |
$246K - $249K
|
4.69K
$387K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
SELL
|
- |
-55.8K- 26.6% |
$4.56M - $4.61M
|
154K
$12.7M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-466- 21.13% |
$38.1K - $38.6K
|
1.74K
$144K
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-7.23K- 1.32% |
$592K - $598K
|
541K
$44.7M
|
|
|
May 01, 2025
Q1 2025
|
Pointe Capital Management LLC
|
BUY
|
- |
2.79K+ 3.38% |
$228K - $231K
|
85.3K
$7.04M
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-130- 42.62% |
$10.6K - $10.8K
|
175
$14.4K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
15.9K+ 6.76% |
$1.3M - $1.31M
|
250K
$20.7M
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-21.7K- 70.35% |
$1.78M - $1.8M
|
9.16K
$756K
|
|
|
May 01, 2025
Q1 2025
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
3.51K+ 8.46% |
$287K - $290K
|
45K
$3.71M
|