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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
4.44KNew |
$358K - $362K
|
4.44K
$364K
|
|
|
Feb 13, 2023
Q4 2022
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-200K- 20.51% |
$16.1M - $16.3M
|
775K
$63.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-79- 1.47% |
$6.37K - $6.44K
|
5.28K
$433K
|
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
1.11KNew |
$89.1K - $90.2K
|
1.11K
$90.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
156New |
$12.6K - $12.7K
|
156
$12.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
2.55KNew |
$206K - $208K
|
2.55K
$209K
|
|
|
Feb 10, 2023
Q4 2022
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
3.76KNew |
$303K - $306K
|
3.76K
$308K
|
|
|
Feb 09, 2023
Q4 2022
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
3.42K+ 1.83% |
$276K - $279K
|
190K
$15.6M
|
|
|
Feb 09, 2023
Q4 2022
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-15- 0.29% |
$1.21K - $1.22K
|
5.09K
$418K
|
|
|
Feb 09, 2023
Q4 2022
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
2.62KNew |
$211K - $213K
|
2.62K
$215K
|
|
|
Feb 09, 2023
Q4 2022
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
12.1KNew |
$976K - $987K
|
12.1K
$993K
|
|
|
Feb 08, 2023
Q4 2022
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
444New |
$35.8K - $36.2K
|
444
$36.4K
|
|
|
Feb 08, 2023
Q4 2022
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
7.21KNew |
$581K - $588K
|
7.21K
$592K
|
|
|
Feb 07, 2023
Q4 2022
|
Presidio Capital Management, LLC
|
BUY
|
- |
98.8KNew |
$7.97M - $8.06M
|
98.8K
$8.11M
|
|
|
Feb 07, 2023
Q4 2022
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
8.81KNew |
$710K - $719K
|
8.81K
$723K
|
|
|
Feb 07, 2023
Q4 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
135New |
$10.9K - $11K
|
135
$11.1K
|
|
|
Feb 07, 2023
Q4 2022
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
628New |
$50.6K - $51.2K
|
628
$51.5K
|
|
|
Feb 07, 2023
Q4 2022
|
Zeit Capital LLC
|
BUY
|
- |
1.74KNew |
$140K - $141K
|
1.74K
$142K
|
|
|
Feb 07, 2023
Q4 2022
|
Gamble Jones Investment Counsel
|
BUY
|
- |
88.8K+ 69.8% |
$7.16M - $7.24M
|
216K
$17.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Ug Investment Advisers Ltd.
Taipei, F5 |
BUY
|
- |
58.7KNew |
$4.73M - $4.78M
|
58.7K
$4.81M
|
|
|
Feb 06, 2023
Q4 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
15.7KNew |
$1.27M - $1.28M
|
15.7K
$1.29M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-4.07K- 1.79% |
$328K - $332K
|
223K
$18.3M
|
|
|
Feb 06, 2023
Q4 2022
|
Tmd Wealth Management, LLC
|
BUY
|
- |
9.01K+ 231.19% |
$726K - $734K
|
12.9K
$1.06M
|
|
|
Feb 06, 2023
Q4 2022
|
Lutz Financial Services LLC
|
SELL
|
- |
-2.84K- 51.04% |
$229K - $231K
|
2.72K
$223K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
37New |
$2.98K - $3.02K
|
37
$3.04K
|
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
SELL
|
- |
-5- 6.25% |
$403 - $408
|
75
$6.15K
|
|
|
Feb 06, 2023
Q4 2022
|
Navalign, LLC
|
BUY
|
- |
80.5KNew |
$6.49M - $6.57M
|
80.5K
$6.61M
|
|
|
Feb 03, 2023
Q4 2022
|
Klingman & Associates, LLC
|
SELL
|
- |
-1.01K- 15.19% |
$81K - $81.9K
|
5.61K
$460K
|
|
|
Feb 03, 2023
Q4 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-2.98K- 37.38% |
$240K - $243K
|
5K
$410K
|
|
|
Feb 03, 2023
Q4 2022
|
Oakworth Capital, Inc.
|
SELL
|
- |
-300- 50.0% |
$24.2K - $24.5K
|
300
$24.6K
|
|
|
Feb 01, 2023
Q4 2022
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-1.34K- 5.04% |
$108K - $109K
|
25.3K
$2.07M
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
709New |
$57.1K - $57.8K
|
709
$58.2K
|
|
|
Feb 01, 2023
Q4 2022
|
Arrow Financial Corp
|
BUY
|
- |
1K+ 44.92% |
$80.6K - $81.5K
|
3.23K
$265K
|
|
|
Jan 31, 2023
Q4 2022
|
Naviter Wealth, LLC
|
BUY
|
- |
129KNew |
$10.4M - $10.5M
|
129K
$10.5M
|
|
|
Jan 31, 2023
Q4 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
136+ 2.8% |
$11K - $11.1K
|
4.99K
$410K
|
|
|
Jan 31, 2023
Q4 2022
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-312- 10.35% |
$25.1K - $25.4K
|
2.7K
$222K
|
|
|
Jan 31, 2023
Q4 2022
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-4.46K- 39.85% |
$360K - $364K
|
6.73K
$552K
|
|
|
Jan 31, 2023
Q4 2022
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
28+ 0.63% |
$2.26K - $2.28K
|
4.48K
$367K
|
|
|
Jan 31, 2023
Q4 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
48New |
$3.87K - $3.91K
|
48
$3.94K
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
BUY
|
- |
793+ 23.53% |
$63.9K - $64.6K
|
4.16K
$341K
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-67- 1.17% |
$5.4K - $5.46K
|
5.68K
$466K
|
|
|
Jan 27, 2023
Q4 2022
|
Tkg Advisors, LLC
|
BUY
|
- |
23.1K+ 19.96% |
$1.86M - $1.89M
|
139K
$11.4M
|
|
|
Jan 27, 2023
Q4 2022
|
Annex Advisory Services, LLC
|
SELL
|
- |
-1.04K- 16.58% |
$83.9K - $84.9K
|
5.24K
$430K
|
|
|
Jan 25, 2023
Q4 2022
|
Shufro Rose & CO LLC
|
BUY
|
- |
130K+ 4320.45% |
$10.4M - $10.6M
|
133K
$10.9M
|
|
|
Jan 25, 2023
Q4 2022
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
11.8KNew |
$951K - $961K
|
11.8K
$967K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
165+ 2.95% |
$13.3K - $13.5K
|
5.75K
$472K
|
|
|
Jan 24, 2023
Q4 2022
|
Caprin Asset Management LLC
Henrico, VA |
BUY
|
- |
1.85KNew |
$149K - $150K
|
1.85K
$151K
|
|
|
Jan 24, 2023
Q4 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
237KNew |
$19.1M - $19.3M
|
237K
$19.4M
|
|
|
Jan 24, 2023
Q4 2022
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-12.3K- 70.45% |
$994K - $1.01M
|
5.18K
$425K
|
|
|
Jan 24, 2023
Q4 2022
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
156New |
$12.6K - $12.7K
|
156
$12.8K
|