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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-116- 54.72% |
$9.4K - $9.47K
|
96
$7.87K
|
|
|
Aug 13, 2024
Q2 2024
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-14- 7.53% |
$1.13K - $1.14K
|
172
$14.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
64K+ 25.48% |
$5.19M - $5.22M
|
315K
$25.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Innova Wealth Partners
|
BUY
|
- |
457+ 0.52% |
$37K - $37.3K
|
88.3K
$7.24M
|
|
|
Aug 13, 2024
Q2 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-490- 1.64% |
$39.7K - $40K
|
29.3K
$2.41M
|
|
|
Aug 13, 2024
Q2 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
3.13K+ 6.56% |
$254K - $256K
|
50.9K
$4.17M
|
|
|
Aug 13, 2024
Q2 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
7+ 0.24% |
$567 - $572
|
2.9K
$238K
|
|
|
Aug 13, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
2.54KNew |
$206K - $207K
|
2.54K
$208K
|
|
|
Aug 13, 2024
Q2 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
286New |
$23.2K - $23.4K
|
286
$23.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-6K- 2.2% |
$487K - $490K
|
266K
$21.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
173New |
$14K - $14.1K
|
173
$14.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
3.61KNew |
$292K - $295K
|
3.61K
$296K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-2.21M- 9.07% |
$180M - $181M
|
22.2M
$1.82B
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-231K- 34.56% |
$18.7M - $18.9M
|
437K
$35.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
106+ 4.05% |
$8.59K - $8.66K
|
2.72K
$223K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
SELL
|
CALL |
-140K- 44.11% |
$11.3M - $11.4M
|
177K
$14.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-10.2K- 3.23% |
$830K - $836K
|
307K
$25.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
19+ 0.11% |
$1.54K - $1.55K
|
17.8K
$1.46M
|
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-253- 9.35% |
$20.5K - $20.7K
|
2.45K
$201K
|
|
|
Aug 12, 2024
Q2 2024
|
Herr Investment Group LLC
Austin, TX |
SELL
|
- |
-2K- 16.82% |
$162K - $163K
|
9.89K
$811K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-9Closed |
$729 - $735
|
0
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-500- 15.38% |
$40.5K - $40.8K
|
2.75K
$226K
|
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-18- 12.33% |
$1.46K - $1.47K
|
128
$10.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
22+ 1.24% |
$1.78K - $1.8K
|
1.79K
$147K
|
|
|
Aug 09, 2024
Q2 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
5.84KNew |
$473K - $477K
|
5.84K
$479K
|
|
|
Aug 09, 2024
Q2 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-1.92K- 11.9% |
$156K - $157K
|
14.2K
$1.17M
|
|
|
Aug 09, 2024
Q2 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
3.42K+ 8.92% |
$277K - $279K
|
41.7K
$3.42M
|
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-33.2K- 52.56% |
$2.69M - $2.71M
|
30K
$2.46M
|
|
|
Aug 08, 2024
Q2 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-1K- 71.43% |
$81.1K - $81.7K
|
400
$32.8K
|
|
|
Aug 08, 2024
Q2 2024
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
1.62K+ 9.25% |
$131K - $132K
|
19.1K
$1.56M
|
|
|
Aug 08, 2024
Q2 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-2.97K- 31.71% |
$241K - $243K
|
6.4K
$525K
|
|
|
Aug 08, 2024
Q2 2024
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-200- 7.49% |
$16.2K - $16.3K
|
2.47K
$203K
|
|
|
Aug 08, 2024
Q2 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
289+ 7.85% |
$23.4K - $23.6K
|
3.97K
$326K
|
|
|
Aug 07, 2024
Q2 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
145New |
$11.8K - $11.8K
|
145
$11.9K
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
238+ 5.02% |
$19.3K - $19.4K
|
4.98K
$408K
|
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
282New |
$22.9K - $23K
|
282
$23.1K
|
|
|
Aug 07, 2024
Q2 2024
|
Anson Capital, Inc.
|
BUY
|
- |
3.09KNew |
$250K - $252K
|
3.09K
$253K
|
|
|
Aug 07, 2024
Q2 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-25- 0.39% |
$2.03K - $2.04K
|
6.34K
$520K
|
|
|
Aug 07, 2024
Q2 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
12.3KNew |
$996K - $1M
|
12.3K
$1.01M
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-6.38K- 42.22% |
$517K - $521K
|
8.73K
$716K
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-8.57K- 36.34% |
$694K - $699K
|
15K
$1.23M
|
|
|
Aug 06, 2024
Q2 2024
|
Camden Capital, LLC
|
SELL
|
- |
-322- 11.55% |
$26.1K - $26.3K
|
2.47K
$202K
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-540- 49.45% |
$43.8K - $44.1K
|
552
$45.3K
|
|
|
Aug 05, 2024
Q2 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-543- 6.21% |
$44K - $44.3K
|
8.2K
$672K
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
624+ 104.52% |
$50.6K - $51K
|
1.22K
$100K
|
|
|
Aug 05, 2024
Q2 2024
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-3.44K- 4.5% |
$279K - $281K
|
73K
$5.99M
|
|
|
Aug 05, 2024
Q2 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
15.9K+ 129.46% |
$1.29M - $1.29M
|
28.1K
$2.31M
|
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-641- 20.25% |
$52K - $52.3K
|
2.53K
$207K
|
|
|
Aug 02, 2024
Q2 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-60- 0.95% |
$4.86K - $4.9K
|
6.24K
$511K
|
|
|
Aug 02, 2024
Q2 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-8.56K- 5.36% |
$694K - $699K
|
151K
$12.4M
|