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 02, 2024
Q2 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-8K- 70.7% |
$648K - $653K
|
3.32K
$272K
|
|
|
Aug 01, 2024
Q2 2024
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
2.47KNew |
$200K - $202K
|
2.47K
$203K
|
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-34- 91.89% |
$2.76K - $2.78K
|
3
$246
|
|
|
Aug 01, 2024
Q2 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-1.31K- 28.75% |
$106K - $107K
|
3.24K
$266K
|
|
|
Aug 01, 2024
Q2 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-1.23K- 19.78% |
$99.7K - $100K
|
4.99K
$409K
|
|
|
Aug 01, 2024
Q2 2024
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-524- 5.13% |
$42.5K - $42.8K
|
9.68K
$794K
|
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
125+ 29.07% |
$10.1K - $10.2K
|
555
$45.5K
|
|
|
Jul 31, 2024
Q2 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-250- 6.54% |
$20.3K - $20.4K
|
3.58K
$293K
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
130+ 74.29% |
$10.5K - $10.6K
|
305
$25K
|
|
|
Jul 31, 2024
Q2 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-2.4K- 22.45% |
$194K - $196K
|
8.27K
$679K
|
|
|
Jul 30, 2024
Q2 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
25KNew |
$2.03M - $2.04M
|
25K
$2.05M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-26.9K- 74.09% |
$2.18M - $2.2M
|
9.4K
$771K
|
|
|
Jul 30, 2024
Q2 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
289+ 44.19% |
$23.4K - $23.6K
|
943
$77.4K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
223+ 1.74% |
$18.1K - $18.2K
|
13.1K
$1.07M
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
3.28K+ 10574.19% |
$266K - $268K
|
3.31K
$271K
|
|
|
Jul 30, 2024
Q2 2024
|
Integrity Financial Corp
|
SELL
|
- |
-15- 75.0% |
$1.22K - $1.22K
|
5
$410
|
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-1.96K- 28.9% |
$159K - $160K
|
4.83K
$396K
|
|
|
Jul 29, 2024
Q2 2024
|
West End Advisors, LLC
|
BUY
|
- |
370New |
$30K - $30.2K
|
370
$30.4K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
64New |
$5.19K - $5.23K
|
64
$5.25K
|
|
|
Jul 29, 2024
Q2 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-2.33K- 3.05% |
$189K - $191K
|
74.2K
$6.09M
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
SELL
|
- |
-593- 13.05% |
$48.1K - $48.4K
|
3.95K
$324K
|
|
|
Jul 26, 2024
Q2 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-26- 21.31% |
$2.11K - $2.12K
|
96
$7.87K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
385New |
$31.2K - $31.4K
|
385
$31.6K
|
|
|
Jul 26, 2024
Q2 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
12.7KNew |
$1.03M - $1.04M
|
12.7K
$1.04M
|
|
|
Jul 25, 2024
Q2 2024
|
Forte Asset Management LLC
|
BUY
|
- |
1.1K+ 27.5% |
$89.2K - $89.8K
|
5.1K
$418K
|
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
2.86KNew |
$232K - $233K
|
2.86K
$234K
|
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
BUY
|
- |
8.24K+ 313.24% |
$667K - $672K
|
10.9K
$891K
|
|
|
Jul 25, 2024
Q2 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
49New |
$3.97K - $4K
|
49
$4.02K
|
|
|
Jul 25, 2024
Q2 2024
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
13.8KNew |
$1.12M - $1.13M
|
13.8K
$1.13M
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
680+ 15.93% |
$55.1K - $55.5K
|
4.95K
$406K
|
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-102- 50.5% |
$8.27K - $8.33K
|
100
$8.2K
|
|
|
Jul 23, 2024
Q2 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-205- 7.15% |
$16.6K - $16.7K
|
2.66K
$218K
|
|
|
Jul 23, 2024
Q2 2024
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
924+ 4.44% |
$74.9K - $75.5K
|
21.7K
$1.78M
|
|
|
Jul 23, 2024
Q2 2024
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
19.4K+ 14.73% |
$1.58M - $1.59M
|
151K
$12.4M
|
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-887- 6.72% |
$71.9K - $72.4K
|
12.3K
$1.01M
|
|
|
Jul 22, 2024
Q2 2024
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-1.76K- 44.26% |
$143K - $144K
|
2.22K
$182K
|
|
|
Jul 22, 2024
Q2 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-400- 10.68% |
$32.4K - $32.7K
|
3.35K
$274K
|
|
|
Jul 22, 2024
Q2 2024
|
Blue Drive Global Investors LLP
London, X0 |
BUY
|
- |
95.9K+ 269.89% |
$7.77M - $7.83M
|
131K
$10.8M
|
|
|
Jul 22, 2024
Q2 2024
|
Matson Money. Inc.
|
BUY
|
- |
20.5K+ 1.5% |
$1.66M - $1.67M
|
1.39M
$114M
|
|
|
Jul 19, 2024
Q2 2024
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-60.7K- 27.56% |
$4.92M - $4.96M
|
160K
$13.1M
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-12- 1.26% |
$973 - $980
|
942
$77.3K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.14K- 6.25% |
$92.1K - $92.8K
|
17K
$1.4M
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
71New |
$5.75K - $5.8K
|
71
$5.82K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
895+ 1316.18% |
$72.5K - $73.1K
|
963
$79K
|
|
|
Jul 18, 2024
Q2 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-24.5K- 52.83% |
$1.99M - $2M
|
21.9K
$1.8M
|
|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
30New |
$2.43K - $2.45K
|
30
$2.46K
|
|
|
Jul 17, 2024
Q2 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
12+ 0.1% |
$973 - $980
|
12.1K
$994K
|
|
|
Jul 17, 2024
Q2 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-540- 98.36% |
$43.8K - $44.1K
|
9
$738
|
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-41- 0.14% |
$3.32K - $3.35K
|
30.3K
$2.48M
|
|
|
Jul 17, 2024
Q2 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
169KNew |
$13.7M - $13.8M
|
169K
$13.9M
|