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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2024
Q4 2023
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
3.2KNew |
$258K - $263K
|
3.2K
$262K
|
|
|
Feb 05, 2024
Q4 2023
|
Win Advisors, Inc
|
BUY
|
- |
130KNew |
$10.5M - $10.7M
|
130K
$10.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
3.29KNew |
$265K - $270K
|
3.29K
$270K
|
|
|
Feb 05, 2024
Q4 2023
|
Searle & Co.
|
BUY
|
- |
11.5KNew |
$927K - $943K
|
11.5K
$943K
|
|
|
Feb 02, 2024
Q4 2023
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
1.2K+ 5.45% |
$96.7K - $98.4K
|
23.2K
$1.9M
|
|
|
Feb 02, 2024
Q4 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
33KNew |
$2.66M - $2.7M
|
33K
$2.7M
|
|
|
Feb 02, 2024
Q4 2023
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-7.77K- 32.27% |
$626K - $637K
|
16.3K
$1.34M
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-6.22K- 9.8% |
$501K - $510K
|
57.3K
$4.7M
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
9.5KNew |
$766K - $779K
|
9.5K
$779K
|
|
|
Jan 31, 2024
Q4 2023
|
Pacific Wealth Management
|
SELL
|
- |
-4.11K- 4.0% |
$332K - $337K
|
98.6K
$8.09M
|
|
|
Jan 31, 2024
Q4 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
437KNew |
$35.2M - $35.8M
|
437K
$35.8M
|
|
|
Jan 31, 2024
Q4 2023
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-60- 2.18% |
$4.84K - $4.92K
|
2.69K
$220K
|
|
|
Jan 31, 2024
Q4 2023
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-60- 95.24% |
$4.84K - $4.92K
|
3
$246
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
197New |
$15.9K - $16.2K
|
197
$16.2K
|
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
40+ 0.18% |
$3.22K - $3.28K
|
22K
$1.8M
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
147New |
$11.9K - $12.1K
|
147
$12.1K
|
|
|
Jan 29, 2024
Q4 2023
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-2.01K- 6.91% |
$162K - $165K
|
27.1K
$2.22M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-9.64K- 1.33% |
$777K - $791K
|
714K
$58.6M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-305- 0.43% |
$24.6K - $25K
|
70.6K
$5.79M
|
|
|
Jan 26, 2024
Q4 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-158- 66.39% |
$12.7K - $13K
|
80
$6.56K
|
|
|
Jan 26, 2024
Q4 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
SELL
|
- |
-1.86K- 3.44% |
$150K - $152K
|
52.1K
$4.27M
|
|
|
Jan 25, 2024
Q4 2023
|
Raub Brock Capital Management LP
|
SELL
|
- |
-740- 3.04% |
$59.7K - $60.7K
|
23.6K
$1.94M
|
|
|
Jan 25, 2024
Q4 2023
|
E&G Advisors, LP
|
SELL
|
- |
-15.1K- 71.06% |
$1.22M - $1.24M
|
6.15K
$504K
|
|
|
Jan 24, 2024
Q4 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
125+ 1.35% |
$10.1K - $10.3K
|
9.38K
$769K
|
|
|
Jan 24, 2024
Q4 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-48- 11.14% |
$3.87K - $3.94K
|
383
$31.4K
|
|
|
Jan 24, 2024
Q4 2023
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-1.18K- 28.14% |
$94.7K - $96.4K
|
3K
$246K
|
|
|
Jan 24, 2024
Q4 2023
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
2.46KNew |
$198K - $202K
|
2.46K
$202K
|
|
|
Jan 23, 2024
Q4 2023
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-57.5K- 95.6% |
$4.63M - $4.72M
|
2.65K
$217K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-4.29K- 19.97% |
$346K - $352K
|
17.2K
$1.41M
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
BUY
|
- |
66New |
$5.32K - $5.41K
|
66
$5.41K
|
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
275+ 5.41% |
$22.2K - $22.6K
|
5.36K
$440K
|
|
|
Jan 22, 2024
Q4 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
127New |
$10.2K - $10.4K
|
127
$10.4K
|
|
|
Jan 19, 2024
Q4 2023
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-4.9K- 18.85% |
$395K - $402K
|
21.1K
$1.73M
|
|
|
Jan 19, 2024
Q4 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
1.84K+ 36.24% |
$148K - $151K
|
6.91K
$566K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
CALL |
15KNew |
$1.21M - $1.23M
|
15K
$1.23M
|
|
|
Jan 18, 2024
Q4 2023
|
Fulcrum Equity Management
|
BUY
|
- |
5.75KNew |
$464K - $472K
|
5.75K
$472K
|
|
|
Jan 17, 2024
Q4 2023
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-144K- 97.17% |
$11.6M - $11.8M
|
4.18K
$343K
|
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-495- 84.33% |
$39.9K - $40.6K
|
92
$7.55K
|
|
|
Jan 16, 2024
Q4 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
673New |
$54.3K - $55.2K
|
673
$55.2K
|
|
|
Jan 12, 2024
Q4 2023
|
Client First Capital LLC
|
SELL
|
- |
-3.81K- 1.45% |
$307K - $313K
|
260K
$21.3M
|
|
|
Jan 12, 2024
Q4 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-768- 21.43% |
$61.9K - $63K
|
2.82K
$231K
|
|
|
Jan 12, 2024
Q4 2023
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
2.89KNew |
$233K - $237K
|
2.89K
$237K
|
|
|
Jan 12, 2024
Q4 2023
|
Jessup Wealth Management, Inc
Dayton, OH |
SELL
|
- |
-2.73K- 47.16% |
$220K - $224K
|
3.06K
$251K
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
5.29KNew |
$427K - $434K
|
5.29K
$434K
|
|
|
Jan 11, 2024
Q4 2023
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
454+ 2.51% |
$36.6K - $37.2K
|
18.6K
$1.52M
|
|
|
Jan 10, 2024
Q4 2023
|
First Community Trust Na
|
BUY
|
- |
6.67K+ 41.38% |
$538K - $548K
|
22.8K
$1.87M
|
|
|
Jan 10, 2024
Q4 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
121KNew |
$9.77M - $9.94M
|
121K
$9.94M
|
|
|
Jan 09, 2024
Q4 2023
|
Enterprise Bank & Trust CO
|
BUY
|
- |
100+ 0.9% |
$8.06K - $8.2K
|
11.2K
$916K
|
|
|
Jan 09, 2024
Q4 2023
|
Farmers Trust CO
|
SELL
|
- |
-77- 1.06% |
$6.21K - $6.32K
|
7.2K
$591K
|
|
|
Jan 09, 2024
Q4 2023
|
Sarasin & Partners LLP
|
BUY
|
- |
14KNew |
$1.13M - $1.15M
|
14K
$1.15M
|