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 14, 2024
Q1 2024
|
Antara Capital LP
New York, NY |
BUY
|
- |
274KNew |
$22.3M - $22.5M
|
274K
$22.5M
|
|
May 14, 2024
Q1 2024
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
5K+ 69.44% |
$407K - $412K
|
12.2K
$1M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
60.1K+ 23.2% |
$4.89M - $4.95M
|
319K
$26.2M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
58.9K+ 84.52% |
$4.8M - $4.85M
|
129K
$10.6M
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
1+ 0.89% |
$81.5 - $82.3
|
113
$9.27K
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
1.35KNew |
$110K - $111K
|
1.35K
$111K
|
|
May 13, 2024
Q1 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-3.6K- 28.37% |
$293K - $296K
|
9.08K
$744K
|
|
May 13, 2024
Q1 2024
|
Perella Weinberg Partners Capital Management LP
|
SELL
|
- |
-655K- 37.02% |
$53.4M - $54M
|
1.11M
$91.4M
|
|
May 13, 2024
Q1 2024
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-5.46K- 42.79% |
$445K - $450K
|
7.3K
$599K
|
|
May 13, 2024
Q1 2024
|
Natixis
Paris, I0 |
BUY
|
- |
56.2KNew |
$4.58M - $4.63M
|
56.2K
$4.61M
|
|
May 13, 2024
Q1 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-265- 21.6% |
$21.6K - $21.8K
|
962
$78.9K
|
|
May 13, 2024
Q1 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
9.87KNew |
$804K - $813K
|
9.87K
$810K
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-5.55K- 3.83% |
$452K - $457K
|
139K
$11.4M
|
|
May 13, 2024
Q1 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-1.62K- 5.93% |
$132K - $133K
|
25.6K
$2.1M
|
|
May 10, 2024
Q1 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-1.67K- 8.73% |
$136K - $138K
|
17.5K
$1.43M
|
|
May 10, 2024
Q1 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
1.6K+ 27.7% |
$131K - $132K
|
7.39K
$606K
|
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
77KNew |
$6.27M - $6.34M
|
77K
$6.31M
|
|
May 10, 2024
Q1 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
298New |
$24.3K - $24.5K
|
298
$24.4K
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
64.3K+ 73.12% |
$5.24M - $5.29M
|
152K
$12.5M
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-150- 2.0% |
$12.2K - $12.4K
|
7.36K
$603K
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
569+ 8.25% |
$46.4K - $46.9K
|
7.47K
$613K
|
|
May 09, 2024
Q1 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
208KNew |
$16.9M - $17.1M
|
208K
$17M
|
|
May 09, 2024
Q1 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-239K- 98.06% |
$19.5M - $19.7M
|
4.71K
$387K
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
SELL
|
- |
-2.5K- 73.36% |
$204K - $206K
|
908
$74.5K
|
|
May 08, 2024
Q1 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-295- 10.52% |
$24K - $24.3K
|
2.51K
$206K
|
|
May 08, 2024
Q1 2024
|
Shayne & Co., LLC
|
SELL
|
- |
-170- 2.62% |
$13.9K - $14K
|
6.31K
$518K
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-2.11K- 42.69% |
$172K - $174K
|
2.84K
$233K
|
|
May 08, 2024
Q1 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-612- 3.93% |
$49.9K - $50.4K
|
14.9K
$1.23M
|
|
May 08, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
3.97KNew |
$324K - $327K
|
3.97K
$326K
|
|
May 08, 2024
Q1 2024
|
3 Edge Asset Management, LP
|
SELL
|
- |
-14K- 7.49% |
$1.14M - $1.16M
|
173K
$14.2M
|
|
May 08, 2024
Q1 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-2.97K- 97.28% |
$242K - $245K
|
83
$6.81K
|
|
May 08, 2024
Q1 2024
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
20.1KNew |
$1.64M - $1.66M
|
20.1K
$1.65M
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-887- 1.72% |
$72.3K - $73K
|
50.5K
$4.15M
|
|
May 07, 2024
Q1 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-125K- 91.63% |
$10.2M - $10.3M
|
11.4K
$938K
|
|
May 07, 2024
Q1 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
4.29KNew |
$350K - $353K
|
4.29K
$352K
|
|
May 07, 2024
Q1 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-55- 2.09% |
$4.48K - $4.53K
|
2.58K
$212K
|
|
May 06, 2024
Q1 2024
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-8.3K- 9.4% |
$676K - $683K
|
79.9K
$6.56M
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
33.2K+ 26.01% |
$2.71M - $2.74M
|
161K
$13.2M
|
|
May 03, 2024
Q1 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
42New |
$3.42K - $3.46K
|
42
$3.45K
|
|
May 03, 2024
Q1 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-38- 15.38% |
$3.1K - $3.13K
|
209
$17.1K
|
|
May 03, 2024
Q1 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
2.97KNew |
$242K - $245K
|
2.97K
$244K
|
|
May 03, 2024
Q1 2024
|
Easterly Investment Partners LLC
|
SELL
|
- |
-60K- 89.91% |
$4.89M - $4.94M
|
6.73K
$552K
|
|
May 03, 2024
Q1 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
6.8KNew |
$554K - $560K
|
6.8K
$557K
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
BUY
|
- |
44KNew |
$3.59M - $3.63M
|
44K
$3.61M
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
64+ 3.32% |
$5.22K - $5.27K
|
1.99K
$163K
|
|
May 01, 2024
Q1 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
4.21KNew |
$343K - $347K
|
4.21K
$345K
|
|
May 01, 2024
Q1 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
22New |
$1.79K - $1.81K
|
22
$1.8K
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
122+ 2.15% |
$9.94K - $10K
|
5.78K
$474K
|
|
May 01, 2024
Q1 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-1.66K- 32.79% |
$135K - $137K
|
3.41K
$279K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-190- 2.07% |
$15.5K - $15.6K
|
8.99K
$737K
|