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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2023
Q1 2023
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
9.82KNew |
$790K - $810K
|
9.82K
$805K
|
|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
BUY
|
- |
25KNew |
$2.01M - $2.06M
|
25K
$2.05M
|
|
|
Apr 25, 2023
Q1 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
2.77KNew |
$223K - $228K
|
2.77K
$227K
|
|
|
Apr 21, 2023
Q1 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
79New |
$6.36K - $6.52K
|
79
$6.48K
|
|
|
Apr 21, 2023
Q1 2023
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
4.28KNew |
$344K - $353K
|
4.28K
$351K
|
|
|
Apr 20, 2023
Q1 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-980- 23.44% |
$78.9K - $80.9K
|
3.2K
$262K
|
|
|
Apr 20, 2023
Q1 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-1.12K- 10.36% |
$90.4K - $92.7K
|
9.71K
$797K
|
|
|
Apr 20, 2023
Q1 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
1.81K+ 2.27% |
$146K - $149K
|
81.4K
$6.68M
|
|
|
Apr 19, 2023
Q1 2023
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
3.25KNew |
$262K - $268K
|
3.25K
$267K
|
|
|
Apr 19, 2023
Q1 2023
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-472- 14.44% |
$38K - $38.9K
|
2.8K
$229K
|
|
|
Apr 19, 2023
Q1 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-2.94K- 51.6% |
$237K - $243K
|
2.76K
$226K
|
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-290- 7.97% |
$23.3K - $23.9K
|
3.35K
$275K
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
55New |
$4.43K - $4.54K
|
55
$4.51K
|
|
|
Apr 13, 2023
Q1 2023
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-116K- 52.64% |
$9.31M - $9.54M
|
104K
$8.53M
|
|
|
Apr 13, 2023
Q1 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-117K- 93.89% |
$9.42M - $9.65M
|
7.62K
$625K
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
5New |
$403 - $413
|
5
$410
|
|
|
Apr 11, 2023
Q1 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
2.77KNew |
$223K - $229K
|
2.77K
$227K
|
|
|
Apr 11, 2023
Q1 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-242- 5.01% |
$19.5K - $20K
|
4.59K
$377K
|
|
|
Apr 10, 2023
Q1 2023
|
Cmh Wealth Management LLC
|
SELL
|
- |
-206- 1.53% |
$16.6K - $17K
|
13.2K
$1.09M
|
|
|
Apr 05, 2023
Q1 2023
|
Bts Asset Management, Inc.
|
BUY
|
- |
544KNew |
$43.8M - $44.9M
|
544K
$44.6M
|
|
| Q4 2022 | |||||||
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-56.4KClosed |
$4.54M - $4.59M
|
0
$0
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
12.2KNew |
$985K - $996K
|
12.2K
$1M
|
|
|
Feb 23, 2023
Q4 2022
|
Wc Walker & Associates, Inc.
|
BUY
|
- |
743+ 9.2% |
$59.9K - $60.6K
|
8.82K
$724K
|
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
BUY
|
- |
5.14KNew |
$414K - $419K
|
5.14K
$422K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
374New |
$30.1K - $30.5K
|
374
$30.7K
|
|
|
Feb 16, 2023
Q4 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-5.33K- 20.64% |
$429K - $434K
|
20.5K
$1.68M
|
|
|
Feb 14, 2023
Q4 2022
|
Harvest Investment Services, LLC
|
SELL
|
- |
-80- 2.09% |
$6.45K - $6.52K
|
3.74K
$307K
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
SELL
|
- |
-130- 1.05% |
$10.5K - $10.6K
|
12.2K
$1M
|
|
|
Feb 14, 2023
Q4 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
2.5KNew |
$202K - $204K
|
2.5K
$205K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-9.37K- 21.82% |
$755K - $764K
|
33.6K
$2.75M
|
|
|
Feb 14, 2023
Q4 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
369+ 4.58% |
$29.7K - $30.1K
|
8.43K
$691K
|
|
|
Feb 14, 2023
Q4 2022
|
Daniel Loeb
Third Point LLC | New York, Ny
|
BUY
|
- |
412+ 0.68% |
$33.2K - $33.6K
|
60.8K
$4.98M
|
|
|
Feb 14, 2023
Q4 2022
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
3.9K+ 97400.0% |
$314K - $318K
|
3.9K
$320K
|
|
|
Feb 14, 2023
Q4 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
4.29KNew |
$346K - $350K
|
4.29K
$352K
|
|
|
Feb 14, 2023
Q4 2022
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
PUT |
60KNew |
$4.84M - $4.89M
|
60K
$4.92M
|
|
|
Feb 14, 2023
Q4 2022
|
Pvg Asset Management Corp
Golden, CO |
SELL
|
- |
-46.1KClosed |
$3.72M - $3.76M
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-795- 24.13% |
$64.1K - $64.8K
|
2.5K
$205K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
33New |
$2.66K - $2.69K
|
33
$2.71K
|
|
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-22.3M- 98.77% |
$1.79B - $1.81B
|
278K
$22.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Momentum Advisors, LLC
|
BUY
|
- |
5.84KNew |
$471K - $476K
|
5.84K
$479K
|
|
|
Feb 14, 2023
Q4 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
11+ 0.38% |
$887 - $897
|
2.9K
$238K
|
|
|
Feb 13, 2023
Q4 2022
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-62.1K- 62.56% |
$5M - $5.06M
|
37.2K
$3.05M
|
|
|
Feb 13, 2023
Q4 2022
|
Biechele Royce Advisors
|
BUY
|
- |
7.38KNew |
$595K - $602K
|
7.38K
$606K
|
|
|
Feb 13, 2023
Q4 2022
|
Dcf Advisers, LLC
Greenwich, CT |
BUY
|
PUT |
11.5KNew |
$927K - $937K
|
11.5K
$943K
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-620- 73.37% |
$50K - $50.5K
|
225
$18.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
988+ 1.45% |
$79.6K - $80.5K
|
69K
$5.66M
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
BUY
|
- |
2.31K+ 37.72% |
$187K - $189K
|
8.45K
$693K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
10.4K+ 94.6% |
$839K - $849K
|
21.4K
$1.76M
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-212- 13.42% |
$17.1K - $17.3K
|
1.37K
$112K
|
|
|
Feb 13, 2023
Q4 2022
|
Souders Financial Advisors
|
BUY
|
- |
340+ 3.86% |
$27.4K - $27.7K
|
9.15K
$751K
|
|