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 15, 2023
Q2 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
28.2KNew |
$2.29M - $2.33M
|
28.2K
$2.32M
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-4- 2.01% |
$324 - $330
|
195
$16K
|
|
|
Aug 14, 2023
Q2 2023
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-826- 17.96% |
$66.9K - $68.1K
|
3.77K
$309K
|
|
|
Aug 14, 2023
Q2 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
$81.1 - $82.4
|
1
$82
|
|
|
Aug 14, 2023
Q2 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
CALL |
250KNew |
$20.3M - $20.6M
|
250K
$20.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
2.27KNew |
$184K - $187K
|
2.27K
$186K
|
|
|
Aug 14, 2023
Q2 2023
|
Adams Wealth Management
|
SELL
|
- |
-309- 8.34% |
$25K - $25.5K
|
3.4K
$279K
|
|
|
Aug 14, 2023
Q2 2023
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
BUY
|
- |
2.73KNew |
$221K - $225K
|
2.73K
$224K
|
|
|
Aug 14, 2023
Q2 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
97New |
$7.86K - $7.99K
|
97
$7.96K
|
|
|
Aug 14, 2023
Q2 2023
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
7.28K+ 6737.04% |
$590K - $600K
|
7.38K
$606K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
2.2K+ 32.12% |
$178K - $181K
|
9.05K
$742K
|
|
|
Aug 11, 2023
Q2 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
3.72K+ 108.62% |
$301K - $306K
|
7.14K
$585K
|
|
|
Aug 11, 2023
Q2 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
2.47K+ 22.59% |
$200K - $203K
|
13.4K
$1.1M
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-10.1K- 80.3% |
$821K - $835K
|
2.49K
$204K
|
|
|
Aug 11, 2023
Q2 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
PUT |
10KNew |
$811K - $824K
|
10K
$820K
|
|
|
Aug 11, 2023
Q2 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
5.15K+ 29.93% |
$418K - $425K
|
22.4K
$1.84M
|
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
111New |
$9K - $9.15K
|
111
$9.11K
|
|
|
Aug 11, 2023
Q2 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
2.56KNew |
$207K - $211K
|
2.56K
$210K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
3+ 0.64% |
$243 - $247
|
475
$39K
|
|
|
Aug 11, 2023
Q2 2023
|
Sfmg, LLC
|
SELL
|
- |
-1.18K- 17.67% |
$95.6K - $97.2K
|
5.5K
$451K
|
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
38+ 22.22% |
$3.08K - $3.13K
|
209
$17.1K
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
46.3K+ 17.66% |
$3.76M - $3.82M
|
309K
$25.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Knowledge Leaders Capital, LLC
|
SELL
|
- |
-32.5K- 51.52% |
$2.63M - $2.68M
|
30.6K
$2.51M
|
|
|
Aug 10, 2023
Q2 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-8.26K- 11.86% |
$669K - $681K
|
61.4K
$5.04M
|
|
|
Aug 10, 2023
Q2 2023
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
2.64KNew |
$214K - $218K
|
2.64K
$217K
|
|
|
Aug 10, 2023
Q2 2023
|
Sbb Research Group LLC
|
BUY
|
- |
2.73KNew |
$221K - $225K
|
2.73K
$224K
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-550- 1.97% |
$44.6K - $45.3K
|
27.3K
$2.24M
|
|
|
Aug 09, 2023
Q2 2023
|
Brio Consultants, LLC
|
BUY
|
- |
18.7K+ 7.99% |
$1.52M - $1.54M
|
253K
$20.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
324New |
$26.3K - $26.7K
|
324
$26.6K
|
|
|
Aug 09, 2023
Q2 2023
|
Pecaut & Co.
|
SELL
|
- |
-246- 14.22% |
$19.9K - $20.3K
|
1.48K
$122K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
PUT |
11.4KNew |
$923K - $938K
|
11.4K
$934K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-630- 2.86% |
$51.1K - $51.9K
|
21.4K
$1.76M
|
|
|
Aug 08, 2023
Q2 2023
|
Barings LLC
|
SELL
|
- |
-193K- 95.57% |
$15.7M - $15.9M
|
8.94K
$734K
|
|
|
Aug 08, 2023
Q2 2023
|
Affinia Financial Group, LLC
Burlington, MA |
BUY
|
- |
5.71K+ 110.73% |
$463K - $470K
|
10.9K
$891K
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
300+ 272.73% |
$24.3K - $24.7K
|
410
$33.6K
|
|
|
Aug 08, 2023
Q2 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-18.5K- 79.15% |
$1.5M - $1.53M
|
4.88K
$400K
|
|
|
Aug 07, 2023
Q2 2023
|
Donoghue Forlines LLC
|
SELL
|
- |
-119K- 67.12% |
$9.64M - $9.8M
|
58.3K
$4.78M
|
|
|
Aug 07, 2023
Q2 2023
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
100New |
$8.11K - $8.24K
|
100
$8.2K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
1.52KNew |
$123K - $125K
|
1.52K
$125K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-7.61K- 27.16% |
$617K - $627K
|
20.4K
$1.67M
|
|
|
Aug 07, 2023
Q2 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
4.7KNew |
$381K - $387K
|
4.7K
$385K
|
|
|
Aug 07, 2023
Q2 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-31.2K- 90.99% |
$2.53M - $2.57M
|
3.09K
$253K
|
|
|
Aug 04, 2023
Q2 2023
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
49.7KNew |
$4.03M - $4.1M
|
49.7K
$4.08M
|
|
|
Aug 04, 2023
Q2 2023
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-23.3K- 48.05% |
$1.89M - $1.92M
|
25.1K
$2.06M
|
|
|
Aug 03, 2023
Q2 2023
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-12.5K- 51.5% |
$1.01M - $1.03M
|
11.8K
$965K
|
|
|
Aug 03, 2023
Q2 2023
|
Private Wealth Partners, LLC
|
SELL
|
- |
-2.5K- 41.67% |
$203K - $206K
|
3.5K
$287K
|
|
|
Aug 03, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
2.49KNew |
$202K - $205K
|
2.49K
$204K
|
|
|
Aug 03, 2023
Q2 2023
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-80- 20.3% |
$6.48K - $6.59K
|
314
$25.8K
|
|
|
Aug 02, 2023
Q2 2023
|
Efg Capital International Corp.
Miami, FL |
BUY
|
- |
23KNew |
$1.87M - $1.9M
|
23K
$1.89M
|
|
|
Aug 02, 2023
Q2 2023
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-1.15K- 31.62% |
$93K - $94.5K
|
2.48K
$204K
|