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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2023
Q3 2023
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
BUY
|
- |
1.5K+ 12.84% |
$121K - $122K
|
13.1K
$1.08M
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
6New |
$484 - $488
|
6
$492
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
585+ 23.68% |
$47.2K - $47.6K
|
3.06K
$251K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
995+ 6.13% |
$80.3K - $81K
|
17.2K
$1.41M
|
|
|
Nov 02, 2023
Q3 2023
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-2.63K- 49.02% |
$212K - $214K
|
2.74K
$225K
|
|
|
Nov 02, 2023
Q3 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
24+ 0.83% |
$1.94K - $1.95K
|
2.93K
$240K
|
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-2.25K- 24.86% |
$181K - $183K
|
6.8K
$557K
|
|
|
Nov 02, 2023
Q3 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
18+ 0.58% |
$1.45K - $1.46K
|
3.14K
$257K
|
|
|
Nov 01, 2023
Q3 2023
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
2.87KNew |
$231K - $233K
|
2.87K
$235K
|
|
|
Nov 01, 2023
Q3 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
12.7KNew |
$1.02M - $1.03M
|
12.7K
$1.04M
|
|
|
Nov 01, 2023
Q3 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
1.44KNew |
$116K - $117K
|
1.44K
$118K
|
|
|
Nov 01, 2023
Q3 2023
|
Mesirow Financial Investment Management Equity & Fixed Income
Chicago, IL |
SELL
|
- |
-294- 6.99% |
$23.7K - $23.9K
|
3.91K
$321K
|
|
|
Oct 30, 2023
Q3 2023
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-124- 7.89% |
$10K - $10.1K
|
1.45K
$119K
|
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-6.9K- 4.0% |
$557K - $561K
|
165K
$13.6M
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
715+ 11.94% |
$57.7K - $58.2K
|
6.7K
$550K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-82.5K- 77.81% |
$6.66M - $6.72M
|
23.5K
$1.93M
|
|
|
Oct 26, 2023
Q3 2023
|
Family Capital Trust CO
|
SELL
|
- |
-170- 71.43% |
$13.7K - $13.8K
|
68
$5.58K
|
|
|
Oct 25, 2023
Q3 2023
|
Professional Financial Advisors, LLC
|
BUY
|
- |
7.37KNew |
$595K - $600K
|
7.37K
$605K
|
|
|
Oct 24, 2023
Q3 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-293- 4.18% |
$23.6K - $23.8K
|
6.72K
$551K
|
|
|
Oct 24, 2023
Q3 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-1.19K- 75.43% |
$95.6K - $96.4K
|
386
$31.7K
|
|
|
Oct 24, 2023
Q3 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-1.36K- 3.01% |
$110K - $111K
|
43.9K
$3.6M
|
|
|
Oct 24, 2023
Q3 2023
|
Ironwood Financial, LLC
|
SELL
|
- |
-3K- 51.29% |
$242K - $244K
|
2.85K
$234K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
286New |
$23.1K - $23.3K
|
286
$23.5K
|
|
|
Oct 20, 2023
Q3 2023
|
Townsend Asset Management Corp
|
SELL
|
- |
-11- 50.0% |
$888 - $895
|
11
$902
|
|
|
Oct 20, 2023
Q3 2023
|
Highview Capital Management LLC
|
BUY
|
- |
2.58KNew |
$208K - $210K
|
2.58K
$212K
|
|
|
Oct 19, 2023
Q3 2023
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-57- 1.89% |
$4.6K - $4.64K
|
2.97K
$243K
|
|
|
Oct 19, 2023
Q3 2023
|
Act Advisors, Llc.
|
BUY
|
- |
33+ 0.76% |
$2.66K - $2.69K
|
4.38K
$360K
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-31- 7.49% |
$2.5K - $2.52K
|
383
$31.4K
|
|
|
Oct 17, 2023
Q3 2023
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
4.61KNew |
$372K - $375K
|
4.61K
$378K
|
|
|
Oct 17, 2023
Q3 2023
|
Riverview Trust CO
|
BUY
|
- |
6.86KNew |
$553K - $558K
|
6.86K
$562K
|
|
|
Oct 17, 2023
Q3 2023
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-8.13K- 72.71% |
$656K - $661K
|
3.05K
$250K
|
|
|
Oct 13, 2023
Q3 2023
|
First Citizens Financial Corp
|
SELL
|
- |
-2.96K- 48.0% |
$239K - $241K
|
3.2K
$263K
|
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
22.4KNew |
$1.81M - $1.82M
|
22.4K
$1.84M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-268- 8.93% |
$21.6K - $21.8K
|
2.73K
$224K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
17New |
$1.37K - $1.38K
|
17
$1.39K
|
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
134KNew |
$10.8M - $10.9M
|
134K
$11M
|
|
|
Oct 11, 2023
Q3 2023
|
Atlas Financial Advisors, Inc.
|
BUY
|
- |
149K+ 92.94% |
$12M - $12.1M
|
309K
$25.4M
|
|
|
Oct 11, 2023
Q3 2023
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-91- 1.88% |
$7.34K - $7.41K
|
4.75K
$389K
|
|
|
Oct 10, 2023
Q3 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-252- 99.6% |
$20.3K - $20.5K
|
1
$82
|
|
|
Oct 10, 2023
Q3 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-1.68K- 40.34% |
$136K - $137K
|
2.49K
$204K
|
|
|
Oct 10, 2023
Q3 2023
|
Savior LLC
|
SELL
|
- |
-133- 2.17% |
$10.7K - $10.8K
|
5.99K
$491K
|
|
|
Oct 10, 2023
Q3 2023
|
American National Bank
|
SELL
|
- |
-279- 65.19% |
$22.5K - $22.7K
|
149
$12.2K
|
|
|
Oct 10, 2023
Q3 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-475- 8.2% |
$38.3K - $38.7K
|
5.32K
$436K
|
|
|
Oct 10, 2023
Q3 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-34.5K- 80.46% |
$2.78M - $2.81M
|
8.38K
$687K
|
|
| Q2 2023 | |||||||
|
Aug 06, 2024
Q2 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-203- 31.62% |
$16.5K - $16.7K
|
439
$36K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
162K+ 36.91% |
$13.1M - $13.3M
|
600K
$49.2M
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-617- 33.75% |
$50K - $50.8K
|
1.21K
$99.3K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-652- 73.76% |
$52.8K - $53.7K
|
232
$19K
|
|
|
Aug 15, 2023
Q2 2023
|
Staley Capital Advisers Inc
|
SELL
|
- |
-1.1K- 8.71% |
$89.2K - $90.7K
|
11.5K
$945K
|
|
|
Aug 15, 2023
Q2 2023
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-643- 15.98% |
$52.1K - $53K
|
3.38K
$277K
|
|