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 03, 2024
Q3 2024
|
Rockland Trust CO
|
BUY
|
- |
5+ 0.04% |
$407 - $416
|
11.5K
$942K
|
|
Oct 03, 2024
Q3 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-706- 1.72% |
$57.4K - $58.8K
|
40.4K
$3.31M
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-448K- 85.77% |
$36.4M - $37.3M
|
74.3K
$6.09M
|
|
Oct 03, 2024
Q3 2024
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
16+ 0.97% |
$1.3K - $1.33K
|
1.67K
$137K
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
1.12K+ 1.77% |
$91K - $93.2K
|
64.3K
$5.27M
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
20.4K+ 30.45% |
$1.66M - $1.7M
|
87.3K
$7.16M
|
|
Oct 02, 2024
Q3 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-17- 1.64% |
$1.38K - $1.42K
|
1.02K
$83.5K
|
|
Oct 02, 2024
Q3 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-52.2K- 76.0% |
$4.24M - $4.35M
|
16.5K
$1.35M
|
|
Oct 02, 2024
Q3 2024
|
Boltwood Capital Management
|
BUY
|
- |
8.36K+ 13.99% |
$679K - $696K
|
68.1K
$5.59M
|
|
Oct 02, 2024
Q3 2024
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-1.13K- 4.76% |
$92K - $94.3K
|
22.6K
$1.86M
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-5.02K- 94.8% |
$408K - $418K
|
275
$22.6K
|
|
Oct 01, 2024
Q3 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-398- 6.17% |
$32.4K - $33.1K
|
6.06K
$497K
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
BUY
|
- |
1.77K+ 19.23% |
$144K - $148K
|
11K
$902K
|
|
Q2 2024 | |||||||
Oct 21, 2024
Q2 2024
|
Wt Wealth Management
|
SELL
|
- |
-30.5K- 23.63% |
$2.47M - $2.49M
|
98.5K
$8.08M
|
|
Sep 26, 2024
Q2 2024
|
Alternative Investment Advisors, Llc.
Maitland, FL |
BUY
|
- |
1.47K+ 52.19% |
$119K - $120K
|
4.28K
$351K
|
|
Sep 25, 2024
Q2 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-2.75KClosed |
$223K - $225K
|
0
$0
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-57- 4.07% |
$4.62K - $4.65K
|
1.34K
$110K
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-6.17K- 19.41% |
$500K - $504K
|
25.6K
$2.1M
|
|
Aug 15, 2024
Q2 2024
|
Dorsey Wright & Associates
|
SELL
|
- |
-1.89K- 7.27% |
$153K - $154K
|
24.1K
$1.98M
|
|
Aug 15, 2024
Q2 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-585- 0.56% |
$47.4K - $47.8K
|
104K
$8.52M
|
|
Aug 15, 2024
Q2 2024
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-425- 10.06% |
$34.4K - $34.7K
|
3.8K
$312K
|
|
Aug 15, 2024
Q2 2024
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-285- 0.2% |
$23.1K - $23.3K
|
144K
$11.8M
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-571- 9.5% |
$46.3K - $46.6K
|
5.44K
$446K
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-105- 15.91% |
$8.51K - $8.57K
|
555
$45.5K
|
|
Aug 14, 2024
Q2 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-2.32K- 28.47% |
$188K - $189K
|
5.83K
$478K
|
|
Aug 14, 2024
Q2 2024
|
Amundi
Paris, I0 |
BUY
|
- |
263K+ 73.2% |
$21.3M - $21.4M
|
621K
$50.9M
|
|
Aug 14, 2024
Q2 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-1.34K- 33.74% |
$109K - $110K
|
2.64K
$216K
|
|
Aug 14, 2024
Q2 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-7.16K- 32.94% |
$581K - $585K
|
14.6K
$1.2M
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-3.57K- 47.97% |
$289K - $291K
|
3.87K
$317K
|
|
Aug 14, 2024
Q2 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-345K- 17.44% |
$28M - $28.2M
|
1.64M
$134M
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
BUY
|
- |
3.32K+ 111.35% |
$269K - $271K
|
6.29K
$516K
|
|
Aug 14, 2024
Q2 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
159New |
$12.9K - $13K
|
159
$13K
|
|
Aug 14, 2024
Q2 2024
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-24.6K- 77.0% |
$2M - $2.01M
|
7.36K
$604K
|
|
Aug 14, 2024
Q2 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-1.1K- 3.46% |
$89.1K - $89.7K
|
30.7K
$2.52M
|
|
Aug 14, 2024
Q2 2024
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
2.98KNew |
$241K - $243K
|
2.98K
$244K
|
|
Aug 14, 2024
Q2 2024
|
Carmenna Advisors LLC
New York, NY |
BUY
|
- |
162KNew |
$13.1M - $13.2M
|
162K
$13.3M
|
|
Aug 14, 2024
Q2 2024
|
Arrow Investment Advisors, LLC
Laurel, MD |
BUY
|
- |
19.3K+ 78.03% |
$1.57M - $1.58M
|
44.1K
$3.62M
|
|
Aug 14, 2024
Q2 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-56- 14.89% |
$4.54K - $4.57K
|
320
$26.2K
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
244New |
$19.8K - $19.9K
|
244
$20K
|
|
Aug 14, 2024
Q2 2024
|
Valley Financial Group, Inc.
Ambler, PA |
BUY
|
- |
3.16KNew |
$256K - $258K
|
3.16K
$260K
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-3.12KClosed |
$253K - $255K
|
0
$0
|
|
Aug 14, 2024
Q2 2024
|
Gould Capital, LLC
|
BUY
|
- |
1New |
$81.1 - $81.7
|
1
$82
|
|
Aug 13, 2024
Q2 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
6.17K+ 2684.35% |
$500K - $504K
|
6.4K
$525K
|
|
Aug 13, 2024
Q2 2024
|
Rock Creek Group, LP
|
BUY
|
- |
67.4KNew |
$5.46M - $5.5M
|
67.4K
$5.52M
|
|
Aug 13, 2024
Q2 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
39.7KNew |
$3.21M - $3.24M
|
39.7K
$3.25M
|
|
Aug 13, 2024
Q2 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
12K+ 1.68% |
$970K - $977K
|
723K
$59.3M
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-39.3K- 14.0% |
$3.18M - $3.21M
|
241K
$19.8M
|
|
Aug 13, 2024
Q2 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-908- 25.49% |
$73.6K - $74.1K
|
2.65K
$218K
|
|
Aug 13, 2024
Q2 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
3.86KNew |
$312K - $315K
|
3.86K
$316K
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
299New |
$24.2K - $24.4K
|
299
$24.5K
|