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 |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-11K- 14.12% |
$889K - $905K
|
67.1K
$5.5M
|
|
|
Jan 09, 2024
Q4 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-1.3K- 24.63% |
$105K - $107K
|
3.99K
$327K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
143K+ 7889.38% |
$11.6M - $11.8M
|
145K
$11.9M
|
|
|
Jan 08, 2024
Q4 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-294- 8.93% |
$23.7K - $24.1K
|
3K
$246K
|
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-3.71K- 14.55% |
$299K - $304K
|
21.8K
$1.78M
|
|
|
Jan 08, 2024
Q4 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
7.08KNew |
$571K - $581K
|
7.08K
$581K
|
|
|
Jan 05, 2024
Q4 2023
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
6+ 0.08% |
$484 - $492
|
7.97K
$654K
|
|
|
Jan 05, 2024
Q4 2023
|
Pacifica Partners Inc.
|
SELL
|
- |
-40- 38.1% |
$3.22K - $3.28K
|
65
$5.33K
|
|
|
Jan 04, 2024
Q4 2023
|
Arden Trust CO
|
SELL
|
- |
-3.47K- 57.08% |
$280K - $285K
|
2.61K
$214K
|
|
|
Jan 03, 2024
Q4 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
1.52K+ 58.02% |
$122K - $125K
|
4.14K
$339K
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-179- 67.55% |
$14.4K - $14.7K
|
86
$7.05K
|
|
|
Jan 02, 2024
Q4 2023
|
Appleton Partners Inc
|
BUY
|
- |
344+ 10.83% |
$27.7K - $28.2K
|
3.52K
$289K
|
|
| Q3 2023 | |||||||
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
88New |
$7.1K - $7.16K
|
88
$7.22K
|
|
|
Jan 30, 2024
Q3 2023
|
Dgs Capital Management, LLC
|
SELL
|
- |
-8.75KClosed |
$706K - $712K
|
0
$0
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-1.03K- 91.59% |
$83.5K - $84.1K
|
95
$7.79K
|
|
|
Nov 28, 2023
Q3 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-827- 22.68% |
$66.7K - $67.3K
|
2.82K
$231K
|
|
|
Nov 21, 2023
Q3 2023
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-11.5K- 3.31% |
$926K - $934K
|
335K
$27.4M
|
|
|
Nov 20, 2023
Q3 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
611+ 19.95% |
$49.3K - $49.7K
|
3.67K
$301K
|
|
|
Nov 16, 2023
Q3 2023
|
Unconventional Investor, LLC
|
BUY
|
- |
6+ 0.16% |
$484 - $488
|
3.8K
$312K
|
|
|
Nov 15, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
4.93KNew |
$398K - $401K
|
4.93K
$404K
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
25+ 3.97% |
$2.02K - $2.03K
|
654
$53.6K
|
|
|
Nov 15, 2023
Q3 2023
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-2.95K- 58.31% |
$238K - $240K
|
2.11K
$173K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
1.03K+ 11.59% |
$83K - $83.7K
|
9.9K
$812K
|
|
|
Nov 14, 2023
Q3 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
2.53KNew |
$204K - $205K
|
2.53K
$207K
|
|
|
Nov 14, 2023
Q3 2023
|
Liquid Strategies, LLC
Atlanta, GA |
BUY
|
- |
58.5K+ 417700.0% |
$4.72M - $4.76M
|
58.5K
$4.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-1.3K- 21.33% |
$105K - $105K
|
4.78K
$392K
|
|
|
Nov 14, 2023
Q3 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-16.6K- 30.74% |
$1.34M - $1.35M
|
37.4K
$3.07M
|
|
|
Nov 14, 2023
Q3 2023
|
Parkwood LLC
Cleveland, OH |
BUY
|
- |
40K+ 42.11% |
$3.23M - $3.26M
|
135K
$11.1M
|
|
|
Nov 14, 2023
Q3 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
1.2K+ 2.85% |
$96.9K - $97.7K
|
43.4K
$3.56M
|
|
|
Nov 14, 2023
Q3 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-30.4K- 90.65% |
$2.46M - $2.48M
|
3.14K
$257K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
7.43K+ 13.37% |
$599K - $604K
|
63K
$5.17M
|
|
|
Nov 14, 2023
Q3 2023
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
2.73KNew |
$220K - $222K
|
2.73K
$224K
|
|
|
Nov 13, 2023
Q3 2023
|
Gen Wealth Group, Inc.
|
BUY
|
- |
171KNew |
$13.8M - $13.9M
|
171K
$14M
|
|
|
Nov 13, 2023
Q3 2023
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-10.3K- 23.58% |
$828K - $835K
|
33.2K
$2.73M
|
|
|
Nov 13, 2023
Q3 2023
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
117K+ 735.17% |
$9.46M - $9.54M
|
133K
$10.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
111KNew |
$8.98M - $9.05M
|
111K
$9.13M
|
|
|
Nov 13, 2023
Q3 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
92+ 3.12% |
$7.43K - $7.49K
|
3.05K
$250K
|
|
|
Nov 13, 2023
Q3 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
3.09KNew |
$250K - $252K
|
3.09K
$254K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.17MClosed |
$94.5M - $95.3M
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
1.51K+ 23.87% |
$122K - $123K
|
7.85K
$644K
|
|
|
Nov 13, 2023
Q3 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-26.5K- 90.64% |
$2.14M - $2.16M
|
2.74K
$225K
|
|
|
Nov 13, 2023
Q3 2023
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
9.16KNew |
$739K - $746K
|
9.16K
$752K
|
|
|
Nov 09, 2023
Q3 2023
|
Ellevest, Inc.
|
BUY
|
- |
3.1KNew |
$250K - $252K
|
3.1K
$254K
|
|
|
Nov 09, 2023
Q3 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-1.92K- 24.81% |
$155K - $156K
|
5.82K
$477K
|
|
|
Nov 09, 2023
Q3 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-14.6K- 85.9% |
$1.18M - $1.18M
|
2.39K
$196K
|
|
|
Nov 09, 2023
Q3 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
3New |
$242 - $244
|
3
$246
|
|
|
Nov 08, 2023
Q3 2023
|
Davidson Investment Advisors
|
BUY
|
- |
1.73KNew |
$140K - $141K
|
1.73K
$142K
|
|
|
Nov 07, 2023
Q3 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-164- 6.22% |
$13.2K - $13.3K
|
2.47K
$203K
|
|
|
Nov 07, 2023
Q3 2023
|
Strategic Equity Management
|
SELL
|
- |
-183K- 77.23% |
$14.8M - $14.9M
|
54K
$4.43M
|
|
|
Nov 07, 2023
Q3 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-2.26K- 3.52% |
$183K - $184K
|
62K
$5.09M
|
|