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 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
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
12.6K+ 9.68% |
$1.03M - $1.05M
|
143K
$11.7M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
17.3K+ 17.42% |
$1.41M - $1.44M
|
117K
$9.59M
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-310- 7.95% |
$25.2K - $25.8K
|
3.59K
$294K
|
|
|
Oct 08, 2024
Q3 2024
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
5.19K+ 6.63% |
$422K - $432K
|
83.5K
$6.85M
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
211+ 3.86% |
$17.2K - $17.6K
|
5.67K
$465K
|
|
|
Oct 08, 2024
Q3 2024
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-1.4K- 7.85% |
$114K - $117K
|
16.4K
$1.35M
|
|
|
Oct 08, 2024
Q3 2024
|
Sinecera Capital, LLC
|
SELL
|
- |
-851- 8.95% |
$69.2K - $70.9K
|
8.66K
$710K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1.74KNew |
$141K - $145K
|
1.74K
$143K
|
|
|
Oct 08, 2024
Q3 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
1.5K+ 13.06% |
$122K - $125K
|
13K
$1.07M
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
35.8KNew |
$2.91M - $2.99M
|
35.8K
$2.94M
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
9+ 0.25% |
$732 - $750
|
3.6K
$295K
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-322- 3.12% |
$26.2K - $26.8K
|
10K
$820K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
19+ 0.98% |
$1.54K - $1.58K
|
1.97K
$161K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
6.67K+ 19.76% |
$542K - $555K
|
40.4K
$3.31M
|
|
|
Oct 08, 2024
Q3 2024
|
Cadinha & CO LLC
|
BUY
|
- |
240+ 4.71% |
$19.5K - $20K
|
5.34K
$438K
|
|
|
Oct 08, 2024
Q3 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-871- 15.37% |
$70.8K - $72.5K
|
4.8K
$393K
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.94K- 40.39% |
$158K - $161K
|
2.86K
$235K
|
|
|
Oct 07, 2024
Q3 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-420- 2.35% |
$34.2K - $35K
|
17.4K
$1.43M
|
|
|
Oct 07, 2024
Q3 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
42+ 0.66% |
$3.42K - $3.5K
|
6.4K
$525K
|
|
|
Oct 07, 2024
Q3 2024
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
976+ 4.09% |
$79.4K - $81.3K
|
24.8K
$2.04M
|
|
|
Oct 07, 2024
Q3 2024
|
New Capital Management LP
|
BUY
|
- |
319+ 0.89% |
$25.9K - $26.6K
|
36.1K
$2.96M
|
|
|
Oct 07, 2024
Q3 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
47.5K+ 45.54% |
$3.86M - $3.95M
|
152K
$12.4M
|
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-3.85K- 52.59% |
$313K - $321K
|
3.47K
$285K
|
|
|
Oct 07, 2024
Q3 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
19.8K+ 461.17% |
$1.61M - $1.65M
|
24K
$1.97M
|
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-370- 1.18% |
$30.1K - $30.8K
|
31K
$2.55M
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-74- 1.79% |
$6.02K - $6.16K
|
4.07K
$333K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
15.6K+ 21.22% |
$1.27M - $1.3M
|
88.9K
$7.29M
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
200+ 1.59% |
$16.3K - $16.7K
|
12.8K
$1.05M
|
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
87+ 0.91% |
$7.07K - $7.25K
|
9.6K
$787K
|
|
|
Oct 07, 2024
Q3 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
18.8K+ 3.86% |
$1.53M - $1.57M
|
506K
$41.5M
|
|
|
Oct 07, 2024
Q3 2024
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
16+ 0.53% |
$1.3K - $1.33K
|
3.04K
$249K
|
|
|
Oct 07, 2024
Q3 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-301- 27.07% |
$24.5K - $25.1K
|
811
$66.5K
|
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
78+ 0.8% |
$6.34K - $6.5K
|
9.84K
$807K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-979- 90.48% |
$79.6K - $81.5K
|
103
$8.45K
|
|
|
Oct 07, 2024
Q3 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-5.82K- 20.56% |
$473K - $485K
|
22.5K
$1.84M
|
|
|
Oct 07, 2024
Q3 2024
|
Twele Capital Management, Inc.
|
BUY
|
- |
62+ 1.23% |
$5.04K - $5.16K
|
5.09K
$417K
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
484+ 24.1% |
$39.4K - $40.3K
|
2.49K
$204K
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-1.22K- 29.19% |
$99K - $101K
|
2.96K
$242K
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
14.6KNew |
$1.18M - $1.21M
|
14.6K
$1.2M
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
BUY
|
- |
32.1K+ 7.75% |
$2.61M - $2.68M
|
447K
$36.6M
|
|
|
Oct 04, 2024
Q3 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-13- 37.14% |
$1.06K - $1.08K
|
22
$1.8K
|
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
20New |
$1.63K - $1.67K
|
20
$1.64K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
509+ 1.3% |
$41.4K - $42.4K
|
39.6K
$3.25M
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
SELL
|
- |
-36- 0.68% |
$2.93K - $3K
|
5.23K
$429K
|
|
|
Oct 04, 2024
Q3 2024
|
Biltmore Wealth Management, LLC
|
SELL
|
- |
-1.82K- 13.79% |
$148K - $152K
|
11.4K
$933K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-875- 2.62% |
$71.1K - $72.9K
|
32.5K
$2.67M
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
6.16KNew |
$500K - $513K
|
6.16K
$505K
|