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, 2023
Q1 2023
|
Hunting Hill Global Capital, LLC
New York, NY |
SELL
|
- |
-4.5K- 37.5% |
$362K - $371K
|
7.5K
$615K
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
3.69KNew |
$297K - $305K
|
3.69K
$303K
|
|
|
May 15, 2023
Q1 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-12.7K- 82.62% |
$1.02M - $1.05M
|
2.68K
$220K
|
|
|
May 15, 2023
Q1 2023
|
Ascendant Capital Management, LLC
Los Angeles, CA |
BUY
|
- |
21.5KNew |
$1.73M - $1.77M
|
21.5K
$1.76M
|
|
|
May 15, 2023
Q1 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-294- 61.51% |
$23.7K - $24.3K
|
184
$15.1K
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
4.84K+ 68.38% |
$390K - $400K
|
11.9K
$978K
|
|
|
May 15, 2023
Q1 2023
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
8KNew |
$644K - $660K
|
8K
$656K
|
|
|
May 15, 2023
Q1 2023
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-15- 0.15% |
$1.21K - $1.24K
|
10.1K
$832K
|
|
|
May 15, 2023
Q1 2023
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
BUY
|
- |
194KNew |
$15.6M - $16M
|
194K
$15.9M
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-4.64K- 47.29% |
$374K - $383K
|
5.17K
$424K
|
|
|
May 12, 2023
Q1 2023
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-1.34K- 35.38% |
$108K - $111K
|
2.45K
$201K
|
|
|
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
10.8KNew |
$871K - $893K
|
10.8K
$888K
|
|
|
May 12, 2023
Q1 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
49K+ 106.33% |
$3.94M - $4.04M
|
95K
$7.79M
|
|
|
May 12, 2023
Q1 2023
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
6.05KNew |
$487K - $499K
|
6.05K
$496K
|
|
|
May 11, 2023
Q1 2023
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-29.9K- 16.85% |
$2.41M - $2.47M
|
148K
$12.1M
|
|
|
May 11, 2023
Q1 2023
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
4New |
$322 - $330
|
4
$328
|
|
|
May 11, 2023
Q1 2023
|
Edgehill Endowment Partners, LLC
|
SELL
|
- |
-133K- 13.47% |
$10.7M - $11M
|
852K
$69.9M
|
|
|
May 11, 2023
Q1 2023
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-5.74K- 52.87% |
$462K - $474K
|
5.12K
$420K
|
|
|
May 11, 2023
Q1 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
300KNew |
$24.2M - $24.8M
|
300K
$24.6M
|
|
|
May 11, 2023
Q1 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-1.23K- 78.37% |
$99.2K - $102K
|
340
$27.9K
|
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
BUY
|
- |
1.2KNew |
$96.6K - $99K
|
1.2K
$98.4K
|
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
64.7KNew |
$5.21M - $5.34M
|
64.7K
$5.3M
|
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
3.45KNew |
$278K - $285K
|
3.45K
$283K
|
|
|
May 10, 2023
Q1 2023
|
New South Capital Management Inc
Memphis, TN |
SELL
|
- |
-12.2K- 56.48% |
$983K - $1.01M
|
9.41K
$771K
|
|
|
May 10, 2023
Q1 2023
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
SELL
|
- |
-15.7K- 61.39% |
$1.26M - $1.3M
|
9.88K
$810K
|
|
|
May 10, 2023
Q1 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-107- 2.28% |
$8.61K - $8.83K
|
4.58K
$375K
|
|
|
May 10, 2023
Q1 2023
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
3.08KNew |
$248K - $254K
|
3.08K
$252K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-10.5K- 25.85% |
$849K - $870K
|
30.2K
$2.48M
|
|
|
May 09, 2023
Q1 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
200New |
$16.1K - $16.5K
|
200
$16.4K
|
|
|
May 09, 2023
Q1 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-320- 21.99% |
$25.8K - $26.4K
|
1.14K
$93.1K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
4.68MNew |
$377M - $386M
|
4.68M
$384M
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
105+ 4.97% |
$8.45K - $8.66K
|
2.22K
$182K
|
|
|
May 09, 2023
Q1 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
3.15KNew |
$253K - $260K
|
3.15K
$258K
|
|
|
May 08, 2023
Q1 2023
|
Bailard, Inc.
|
SELL
|
- |
-3.15K- 29.72% |
$254K - $260K
|
7.46K
$612K
|
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-111- 21.18% |
$8.94K - $9.16K
|
413
$33.9K
|
|
|
May 04, 2023
Q1 2023
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-8.33K- 16.23% |
$671K - $688K
|
43K
$3.53M
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
SELL
|
- |
-3.03K- 16.1% |
$244K - $250K
|
15.8K
$1.3M
|
|
|
May 04, 2023
Q1 2023
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-610- 4.04% |
$49.1K - $50.3K
|
14.5K
$1.19M
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
206+ 264.1% |
$16.6K - $17K
|
284
$23.3K
|
|
|
May 04, 2023
Q1 2023
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-62.2K- 40.19% |
$5.01M - $5.13M
|
92.6K
$7.6M
|
|
|
May 03, 2023
Q1 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-296K- 98.95% |
$23.8M - $24.4M
|
3.15K
$258K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1.09K- 31.15% |
$87.8K - $90K
|
2.41K
$198K
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
90New |
$7.25K - $7.43K
|
90
$7.38K
|
|
|
May 02, 2023
Q1 2023
|
Graypoint LLC
|
BUY
|
- |
2.89KNew |
$233K - $238K
|
2.89K
$237K
|
|
|
May 02, 2023
Q1 2023
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-82.6K- 94.74% |
$6.65M - $6.82M
|
4.59K
$376K
|
|
|
May 01, 2023
Q1 2023
|
Retirement Systems Of Alabama
|
BUY
|
- |
72KNew |
$5.8M - $5.94M
|
72K
$5.91M
|
|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
SELL
|
- |
-600- 85.71% |
$48.3K - $49.5K
|
100
$8.2K
|
|
|
May 01, 2023
Q1 2023
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
3.38K+ 103.31% |
$272K - $279K
|
6.64K
$545K
|
|
|
May 01, 2023
Q1 2023
|
Lane Generational LLC
|
SELL
|
- |
-554- 13.1% |
$44.6K - $45.7K
|
3.68K
$302K
|
|
|
Apr 28, 2023
Q1 2023
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
1.24K+ 13.01% |
$99.8K - $102K
|
10.8K
$883K
|