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 01, 2023
Q2 2023
|
Mechanics Financial Corp
|
SELL
|
- |
-3.78K- 76.97% |
$307K - $312K
|
1.13K
$92.9K
|
|
|
Aug 01, 2023
Q2 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-1.75K- 19.86% |
$142K - $145K
|
7.08K
$581K
|
|
|
Aug 01, 2023
Q2 2023
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
5.9KNew |
$478K - $486K
|
5.9K
$484K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-25.4K- 94.09% |
$2.06M - $2.09M
|
1.59K
$131K
|
|
|
Aug 01, 2023
Q2 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
32+ 0.38% |
$2.59K - $2.64K
|
8.45K
$693K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
7.27KNew |
$589K - $599K
|
7.27K
$596K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-100- 89.29% |
$8.11K - $8.24K
|
12
$984
|
|
|
Aug 01, 2023
Q2 2023
|
Avestar Capital, LLC
|
SELL
|
- |
-480- 14.12% |
$38.9K - $39.6K
|
2.92K
$240K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
53.8K+ 15.7% |
$4.36M - $4.44M
|
397K
$32.6M
|
|
|
Jul 31, 2023
Q2 2023
|
Montis Financial, LLC
|
BUY
|
- |
2.86KNew |
$232K - $236K
|
2.86K
$235K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
39+ 6.15% |
$3.16K - $3.21K
|
673
$55.2K
|
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-412- 0.33% |
$33.4K - $34K
|
125K
$10.2M
|
|
|
Jul 28, 2023
Q2 2023
|
Detalus Advisors, LLC
|
BUY
|
- |
1.82K+ 11.01% |
$148K - $150K
|
18.3K
$1.5M
|
|
|
Jul 28, 2023
Q2 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
8.75K+ 36.51% |
$709K - $721K
|
32.7K
$2.68M
|
|
|
Jul 27, 2023
Q2 2023
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-365- 5.16% |
$29.6K - $30.1K
|
6.71K
$551K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
1+ 0.07% |
$81.1 - $82.4
|
1.45K
$119K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
22.6KNew |
$1.83M - $1.86M
|
22.6K
$1.86M
|
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-1.37K- 99.64% |
$111K - $113K
|
5
$410
|
|
|
Jul 25, 2023
Q2 2023
|
Old National Bancorp
|
SELL
|
- |
-17K- 29.75% |
$1.38M - $1.4M
|
40.2K
$3.3M
|
|
|
Jul 25, 2023
Q2 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
2.53KNew |
$205K - $209K
|
2.53K
$208K
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-122- 62.89% |
$9.89K - $10.1K
|
72
$5.91K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-1.32K- 6.66% |
$107K - $108K
|
18.4K
$1.51M
|
|
|
Jul 24, 2023
Q2 2023
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-13.3K- 52.85% |
$1.08M - $1.1M
|
11.9K
$974K
|
|
|
Jul 21, 2023
Q2 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
9.25KNew |
$750K - $763K
|
9.25K
$759K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-6.34K- 14.48% |
$514K - $522K
|
37.5K
$3.07M
|
|
|
Jul 21, 2023
Q2 2023
|
Capital Insight Partners, LLC
|
SELL
|
- |
-234- 8.3% |
$19K - $19.3K
|
2.59K
$212K
|
|
|
Jul 20, 2023
Q2 2023
|
Round Rock Advisors, LLC
|
BUY
|
- |
24+ 0.7% |
$1.95K - $1.98K
|
3.45K
$283K
|
|
|
Jul 20, 2023
Q2 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-28.1K- 81.71% |
$2.28M - $2.32M
|
6.29K
$516K
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
705+ 15.25% |
$57.1K - $58.1K
|
5.33K
$437K
|
|
|
Jul 19, 2023
Q2 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
170+ 1.95% |
$13.8K - $14K
|
8.9K
$730K
|
|
|
Jul 18, 2023
Q2 2023
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-384- 5.66% |
$31.1K - $31.6K
|
6.4K
$525K
|
|
|
Jul 18, 2023
Q2 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
171New |
$13.9K - $14.1K
|
171
$14K
|
|
|
Jul 17, 2023
Q2 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-250- 8.11% |
$20.3K - $20.6K
|
2.83K
$232K
|
|
|
Jul 17, 2023
Q2 2023
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-76.2K- 68.08% |
$6.17M - $6.28M
|
35.7K
$2.93M
|
|
|
Jul 17, 2023
Q2 2023
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
768+ 3.75% |
$62.2K - $63.3K
|
21.3K
$1.74M
|
|
|
Jul 14, 2023
Q2 2023
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-57.2K- 43.86% |
$4.64M - $4.71M
|
73.2K
$6.01M
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
44New |
$3.57K - $3.63K
|
44
$3.61K
|
|
|
Jul 12, 2023
Q2 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
7.39K+ 6.24% |
$599K - $609K
|
126K
$10.3M
|
|
|
Jul 11, 2023
Q2 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
2.77KNew |
$225K - $228K
|
2.77K
$227K
|
|
|
Jul 11, 2023
Q2 2023
|
Affiance Financial, LLC
|
BUY
|
- |
6.2KNew |
$502K - $511K
|
6.2K
$508K
|
|
|
Jul 11, 2023
Q2 2023
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
3.32KNew |
$269K - $274K
|
3.32K
$273K
|
|
|
Jul 10, 2023
Q2 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-213- 3.39% |
$17.3K - $17.6K
|
6.08K
$498K
|
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-195- 5.15% |
$15.8K - $16.1K
|
3.59K
$294K
|
|
| Q1 2023 | |||||||
|
Apr 22, 2024
Q1 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
1.65KNew |
$133K - $136K
|
1.65K
$136K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
40New |
$3.22K - $3.3K
|
40
$3.28K
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-81- 24.62% |
$6.52K - $6.68K
|
248
$20.3K
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-11.1K- 54.47% |
$895K - $917K
|
9.29K
$762K
|
|
|
May 15, 2023
Q1 2023
|
Xml Financial, LLC
|
BUY
|
- |
639+ 2.26% |
$51.4K - $52.7K
|
28.9K
$2.37M
|
|
|
May 15, 2023
Q1 2023
|
Juniper Hill Capital Management LP
Menlo Park, CA |
SELL
|
- |
-307K- 24.91% |
$24.7M - $25.4M
|
927K
$76M
|
|
|
May 15, 2023
Q1 2023
|
Bienville Capital Management, LLC
New York, NY |
SELL
|
- |
-360K- 56.27% |
$29M - $29.7M
|
280K
$23M
|
|