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 15, 2025
Q1 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
4.8KNew |
$392K - $397K
|
4.8K
$396K
|
|
|
May 15, 2025
Q1 2025
|
Vernal Point Advisors, LLC
San Francisco, CA |
SELL
|
- |
-52K- 63.13% |
$4.26M - $4.3M
|
30.4K
$2.51M
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-322- 28.45% |
$26.3K - $26.6K
|
810
$66.9K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
5.72K+ 15.45% |
$468K - $473K
|
42.8K
$3.53M
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
50+ 0.63% |
$4.09K - $4.14K
|
7.94K
$656K
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
10.7K+ 17.06% |
$874K - $884K
|
73.3K
$6.06M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.55K- 6.33% |
$291K - $294K
|
52.6K
$4.34M
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
7.61K+ 69.47% |
$623K - $630K
|
18.6K
$1.53M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
171K+ 319.06% |
$14M - $14.1M
|
224K
$18.5M
|
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
2.97K+ 148.37% |
$243K - $245K
|
4.97K
$410K
|
|
|
May 15, 2025
Q1 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
12.5K+ 14.29% |
$1.03M - $1.04M
|
100K
$8.28M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Partners Inc.
Toronto, Z4 |
BUY
|
- |
1.9K+ 19.2% |
$156K - $157K
|
11.8K
$976K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.41K- 2.62% |
$115K - $116K
|
52.2K
$4.31M
|
|
|
May 14, 2025
Q1 2025
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
16.3K+ 16.21% |
$1.34M - $1.35M
|
117K
$9.67M
|
|
|
May 14, 2025
Q1 2025
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-47.1K- 55.38% |
$3.86M - $3.9M
|
38K
$3.14M
|
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-17K- 5.37% |
$1.39M - $1.41M
|
300K
$24.8M
|
|
|
May 14, 2025
Q1 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-1.53K- 4.53% |
$125K - $126K
|
32.1K
$2.66M
|
|
|
May 14, 2025
Q1 2025
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
2.97KNew |
$243K - $245K
|
2.97K
$245K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
7.52K+ 56.16% |
$615K - $622K
|
20.9K
$1.73M
|
|
|
May 14, 2025
Q1 2025
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
85+ 1.73% |
$6.96K - $7.03K
|
5K
$413K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
12.9K+ 66.3% |
$1.05M - $1.07M
|
32.3K
$2.67M
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
164+ 0.76% |
$13.4K - $13.6K
|
21.7K
$1.79M
|
|
|
May 14, 2025
Q1 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
95.9K+ 13.4% |
$7.85M - $7.93M
|
811K
$67.1M
|
|
|
May 14, 2025
Q1 2025
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
29+ 0.63% |
$2.37K - $2.4K
|
4.6K
$380K
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-5.95K- 22.93% |
$487K - $493K
|
20K
$1.65M
|
|
|
May 14, 2025
Q1 2025
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
SELL
|
- |
-796- 5.49% |
$65.1K - $65.9K
|
13.7K
$1.13M
|
|
|
May 14, 2025
Q1 2025
|
Clarity Financial LLC
|
SELL
|
- |
-24.1K- 3.52% |
$1.97M - $1.99M
|
659K
$54.5M
|
|
|
May 14, 2025
Q1 2025
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-224K- 5.87% |
$18.4M - $18.6M
|
3.6M
$297M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
4.37K+ 1.6% |
$358K - $362K
|
277K
$22.9M
|
|
|
May 14, 2025
Q1 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
1K+ 26.67% |
$81.8K - $82.7K
|
4.75K
$393K
|
|
|
May 14, 2025
Q1 2025
|
Capital Counsel LLC
New York, NY |
BUY
|
- |
4.2K+ 70.29% |
$344K - $347K
|
10.2K
$841K
|
|
|
May 14, 2025
Q1 2025
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
82K+ 30.76% |
$6.71M - $6.78M
|
349K
$28.8M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
90.3K+ 31.09% |
$7.39M - $7.47M
|
381K
$31.5M
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
7.2K+ 30.96% |
$589K - $595K
|
30.4K
$2.52M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-113K- 34.7% |
$9.26M - $9.36M
|
213K
$17.6M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.94K+ 49.15% |
$159K - $160K
|
5.88K
$486K
|
|
|
May 14, 2025
Q1 2025
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
10.9K+ 125.6% |
$889K - $899K
|
19.5K
$1.61M
|
|
|
May 14, 2025
Q1 2025
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-355- 3.08% |
$29K - $29.4K
|
11.2K
$923K
|
|
|
May 14, 2025
Q1 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
15.3K+ 370.73% |
$1.25M - $1.26M
|
19.4K
$1.6M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.1K+ 11.0% |
$172K - $173K
|
21.1K
$1.75M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
490K+ 13.81% |
$40.1M - $40.6M
|
4.04M
$334M
|
|
|
May 14, 2025
Q1 2025
|
Integras Partners LLC
Alpharetta, GA |
BUY
|
- |
4.21K+ 22.94% |
$344K - $348K
|
22.6K
$1.86M
|
|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
1.39K+ 4.2% |
$113K - $115K
|
34.4K
$2.84M
|
|
|
May 14, 2025
Q1 2025
|
Absolute Capital Management, LLC
|
SELL
|
- |
-2.86K- 17.31% |
$234K - $237K
|
13.7K
$1.13M
|
|
|
May 14, 2025
Q1 2025
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-422- 0.34% |
$34.5K - $34.9K
|
123K
$10.2M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
539K+ 88.73% |
$44.1M - $44.6M
|
1.15M
$94.7M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
9.25K+ 34.66% |
$757K - $765K
|
35.9K
$2.97M
|
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
SELL
|
- |
-140- 0.6% |
$11.5K - $11.6K
|
23.2K
$1.92M
|
|
|
May 14, 2025
Q1 2025
|
F
|
SELL
|
- |
-120- 1.55% |
$9.82K - $9.93K
|
7.61K
$629K
|