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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2023
Q4 2022
|
Strategic Advisors LLC
|
SELL
|
- |
-1.11K- 13.47% |
$89.1K - $90.2K
|
7.11K
$583K
|
|
|
Jan 23, 2023
Q4 2022
|
Defined Wealth Management, LLC
|
BUY
|
- |
2.75K+ 17.0% |
$222K - $225K
|
19K
$1.55M
|
|
|
Jan 23, 2023
Q4 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-9.15K- 66.56% |
$738K - $746K
|
4.6K
$377K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-1.13K- 19.17% |
$90.9K - $92K
|
4.76K
$390K
|
|
|
Jan 20, 2023
Q4 2022
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-2.81K- 7.37% |
$226K - $229K
|
35.3K
$2.89M
|
|
|
Jan 20, 2023
Q4 2022
|
Marks Wealth, LLC
|
SELL
|
- |
-307K- 75.97% |
$24.8M - $25M
|
97.2K
$7.97M
|
|
|
Jan 20, 2023
Q4 2022
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-46- 1.62% |
$3.71K - $3.75K
|
2.79K
$229K
|
|
|
Jan 20, 2023
Q4 2022
|
Everett Harris & CO
|
SELL
|
- |
-178- 5.15% |
$14.3K - $14.5K
|
3.28K
$269K
|
|
|
Jan 20, 2023
Q4 2022
|
G&S Capital LLC
|
BUY
|
- |
30.3K+ 16.13% |
$2.44M - $2.47M
|
218K
$17.9M
|
|
|
Jan 19, 2023
Q4 2022
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
3.04KNew |
$245K - $247K
|
3.04K
$249K
|
|
|
Jan 18, 2023
Q4 2022
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
3.61KNew |
$291K - $295K
|
3.61K
$296K
|
|
|
Jan 17, 2023
Q4 2022
|
Lvz, Inc.
|
BUY
|
- |
3.22KNew |
$260K - $263K
|
3.22K
$264K
|
|
|
Jan 17, 2023
Q4 2022
|
J2 Capital Management Inc
|
SELL
|
- |
-160- 0.35% |
$12.9K - $13K
|
45.8K
$3.76M
|
|
|
Jan 17, 2023
Q4 2022
|
Donald L. Hagan, LLC
|
SELL
|
- |
-3.55K- 10.02% |
$286K - $289K
|
31.8K
$2.61M
|
|
|
Jan 17, 2023
Q4 2022
|
First Premier Bank
|
BUY
|
- |
185New |
$14.9K - $15.1K
|
185
$15.2K
|
|
|
Jan 17, 2023
Q4 2022
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
125KNew |
$10.1M - $10.2M
|
125K
$10.3M
|
|
|
Jan 13, 2023
Q4 2022
|
Ballew Advisors, Inc
|
BUY
|
- |
5.79KNew |
$467K - $472K
|
5.79K
$475K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-981- 6.79% |
$79.1K - $80K
|
13.5K
$1.1M
|
|
|
Jan 12, 2023
Q4 2022
|
Peak Financial Advisors LLC
|
BUY
|
- |
93.4K+ 207.4% |
$7.53M - $7.62M
|
138K
$11.4M
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
SELL
|
- |
-1.23K- 25.55% |
$99.4K - $101K
|
3.59K
$295K
|
|
|
Jan 11, 2023
Q4 2022
|
Sawyer & Company, Inc
|
BUY
|
- |
65New |
$5.24K - $5.3K
|
65
$5.33K
|
|
|
Jan 11, 2023
Q4 2022
|
Jenkins Wealth
Englewood, CO |
SELL
|
- |
-481KClosed |
$38.8M - $39.2M
|
0
$0
|
|
|
Jan 11, 2023
Q4 2022
|
Coho Partners, Ltd.
|
SELL
|
- |
-830- 1.15% |
$66.9K - $67.7K
|
71.2K
$5.84M
|
|
|
Jan 10, 2023
Q4 2022
|
Rda Financial Network
|
BUY
|
- |
2.87KNew |
$231K - $234K
|
2.87K
$235K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
918New |
$74K - $74.8K
|
918
$75.3K
|
|
|
Jan 09, 2023
Q4 2022
|
Trust CO
|
BUY
|
- |
5.84KNew |
$471K - $476K
|
5.84K
$479K
|
|
| Q3 2022 | |||||||
|
Oct 29, 2024
Q3 2022
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
549New |
$44.5K - $45.6K
|
549
$45K
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-17Closed |
$1.38K - $1.41K
|
0
$0
|
|
|
Dec 13, 2022
Q3 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-343Closed |
$27.8K - $28.5K
|
0
$0
|
|
|
Nov 21, 2022
Q3 2022
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
3.06K+ 15.45% |
$248K - $254K
|
22.9K
$1.88M
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
20New |
$1.62K - $1.66K
|
20
$1.64K
|
|
|
Nov 15, 2022
Q3 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
32+ 0.97% |
$2.59K - $2.66K
|
3.34K
$274K
|
|
|
Nov 15, 2022
Q3 2022
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-5.1KClosed |
$413K - $423K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-2.65K- 26.91% |
$215K - $220K
|
7.2K
$591K
|
|
|
Nov 14, 2022
Q3 2022
|
Truepoint, Inc.
|
SELL
|
- |
-9.4K- 28.24% |
$762K - $781K
|
23.9K
$1.96M
|
|
|
Nov 14, 2022
Q3 2022
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
86New |
$6.97K - $7.14K
|
86
$7.05K
|
|
|
Nov 14, 2022
Q3 2022
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
21.9K+ 208.79% |
$1.77M - $1.81M
|
32.3K
$2.65M
|
|
|
Nov 14, 2022
Q3 2022
|
Jackson Wealth Management, LLC
|
BUY
|
- |
63.1K+ 98.6% |
$5.12M - $5.24M
|
127K
$10.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Q3 Asset Management
|
SELL
|
- |
-5.41K- 13.63% |
$439K - $450K
|
34.3K
$2.81M
|
|
|
Nov 14, 2022
Q3 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
12.7K+ 23.78% |
$1.03M - $1.05M
|
66K
$5.42M
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-9- 0.16% |
$729 - $748
|
5.63K
$462K
|
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
813New |
$65.9K - $67.5K
|
813
$66.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-88- 0.81% |
$7.13K - $7.31K
|
10.7K
$879K
|
|
|
Nov 14, 2022
Q3 2022
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
12KNew |
$972K - $997K
|
12K
$984K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
165+ 0.18% |
$13.4K - $13.7K
|
91.7K
$7.53M
|
|
|
Nov 14, 2022
Q3 2022
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-290- 44.41% |
$23.5K - $24.1K
|
363
$29.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-239- 54.57% |
$19.4K - $19.9K
|
199
$16.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
2.56KNew |
$207K - $212K
|
2.56K
$210K
|
|
|
Nov 10, 2022
Q3 2022
|
Abrdn PLC
|
SELL
|
- |
-68.9K- 54.43% |
$5.58M - $5.72M
|
57.7K
$4.73M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
11.5KNew |
$928K - $952K
|
11.5K
$940K
|
|