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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2022
Q3 2022
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
119K+ 2517.58% |
$9.62M - $9.86M
|
123K
$10.1M
|
|
|
Nov 09, 2022
Q3 2022
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
2.53KNew |
$205K - $210K
|
2.53K
$208K
|
|
|
Nov 09, 2022
Q3 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
203New |
$16.5K - $16.9K
|
203
$16.7K
|
|
|
Nov 09, 2022
Q3 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-4KClosed |
$324K - $332K
|
0
$0
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
PUT |
3New |
$243 - $249
|
3
$246
|
|
|
Nov 08, 2022
Q3 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
3KNew |
$243K - $249K
|
3K
$246K
|
|
|
Nov 07, 2022
Q3 2022
|
Berkshire Bank
|
SELL
|
- |
-2.27K- 34.15% |
$184K - $189K
|
4.38K
$359K
|
|
|
Nov 07, 2022
Q3 2022
|
Monument Capital Management
|
BUY
|
- |
59.8K+ 225.62% |
$4.85M - $4.97M
|
86.3K
$7.08M
|
|
|
Nov 07, 2022
Q3 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
2.49KNew |
$202K - $207K
|
2.49K
$204K
|
|
|
Nov 07, 2022
Q3 2022
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-746- 2.83% |
$60.5K - $62K
|
25.6K
$2.1M
|
|
|
Nov 04, 2022
Q3 2022
|
Estate Counselors, LLC
|
SELL
|
- |
-245K- 62.2% |
$19.8M - $20.3M
|
149K
$12.2M
|
|
|
Nov 04, 2022
Q3 2022
|
Lake Hills Wealth Management, LLC
|
BUY
|
CALL |
165KNew |
$13.3M - $13.7M
|
165K
$13.5M
|
|
|
Nov 03, 2022
Q3 2022
|
Cypress Capital Management LLC
Greenville, DE |
BUY
|
- |
3.6KNew |
$292K - $299K
|
3.6K
$295K
|
|
|
Nov 02, 2022
Q3 2022
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-323- 10.72% |
$26.2K - $26.8K
|
2.69K
$221K
|
|
|
Nov 02, 2022
Q3 2022
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-2.41K- 20.37% |
$196K - $200K
|
9.43K
$774K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
1.65K+ 317.69% |
$134K - $137K
|
2.17K
$178K
|
|
|
Nov 01, 2022
Q3 2022
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-192K- 97.85% |
$15.6M - $15.9M
|
4.22K
$346K
|
|
|
Oct 28, 2022
Q3 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
5.81KNew |
$471K - $482K
|
5.81K
$476K
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
28New |
$2.27K - $2.33K
|
28
$2.3K
|
|
|
Oct 27, 2022
Q3 2022
|
Slow Capital, Inc.
|
BUY
|
- |
73KNew |
$5.92M - $6.06M
|
73K
$5.99M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
4.07KNew |
$330K - $338K
|
4.07K
$334K
|
|
|
Oct 26, 2022
Q3 2022
|
Gibraltar Capital Management, Inc.
|
SELL
|
- |
-162- 3.5% |
$13.1K - $13.5K
|
4.47K
$366K
|
|
|
Oct 26, 2022
Q3 2022
|
Mader & Shannon Wealth Management, Inc.
|
SELL
|
- |
-79.9K- 95.05% |
$6.48M - $6.64M
|
4.16K
$341K
|
|
|
Oct 25, 2022
Q3 2022
|
Ferguson Shapiro LLC
|
SELL
|
- |
-90K- 54.63% |
$7.29M - $7.47M
|
74.7K
$6.13M
|
|
|
Oct 24, 2022
Q3 2022
|
Canal Capital Management, LLC
|
BUY
|
- |
14.4KNew |
$1.17M - $1.19M
|
14.4K
$1.18M
|
|
|
Oct 24, 2022
Q3 2022
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
4.45KNew |
$361K - $370K
|
4.45K
$365K
|
|
|
Oct 24, 2022
Q3 2022
|
Trinity Financial Advisors LLC
|
BUY
|
- |
10.1KNew |
$822K - $842K
|
10.1K
$832K
|
|
|
Oct 21, 2022
Q3 2022
|
Transform Wealth, LLC
|
SELL
|
- |
-256- 3.12% |
$20.7K - $21.3K
|
7.95K
$652K
|
|
|
Oct 21, 2022
Q3 2022
|
Cra Financial Services, LLC
|
SELL
|
- |
-4.09K- 36.84% |
$331K - $339K
|
7K
$574K
|
|
|
Oct 20, 2022
Q3 2022
|
Country Trust Bank
|
BUY
|
- |
185New |
$15K - $15.4K
|
185
$15.2K
|
|
|
Oct 20, 2022
Q3 2022
|
Northland Capital Management LLC
|
BUY
|
- |
8.18KNew |
$663K - $679K
|
8.18K
$671K
|
|
|
Oct 20, 2022
Q3 2022
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
16New |
$1.3K - $1.33K
|
16
$1.31K
|
|
|
Oct 20, 2022
Q3 2022
|
Traynor Capital Management, Inc.
|
BUY
|
- |
5.56KNew |
$451K - $462K
|
5.56K
$456K
|
|
|
Oct 20, 2022
Q3 2022
|
Acute Investment Advisory, LLC
Mesa, AZ |
BUY
|
- |
177KNew |
$14.3M - $14.7M
|
177K
$14.5M
|
|
|
Oct 19, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-14.4K- 84.08% |
$1.17M - $1.2M
|
2.72K
$223K
|
|
|
Oct 17, 2022
Q3 2022
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-833- 23.74% |
$67.5K - $69.2K
|
2.68K
$220K
|
|
|
Oct 17, 2022
Q3 2022
|
One Advisory Partners, LLC
|
BUY
|
- |
3.07KNew |
$248K - $255K
|
3.07K
$251K
|
|
|
Oct 14, 2022
Q3 2022
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-254K- 86.19% |
$20.6M - $21.1M
|
40.7K
$3.34M
|
|
|
Oct 14, 2022
Q3 2022
|
Danda Trouve Investment Management, Inc.
|
SELL
|
- |
-142- 1.82% |
$11.5K - $11.8K
|
7.67K
$629K
|
|
|
Oct 13, 2022
Q3 2022
|
Newfound Research LLC
|
SELL
|
- |
-35.9K- 32.28% |
$2.91M - $2.98M
|
75.2K
$6.17M
|
|
|
Oct 12, 2022
Q3 2022
|
Btr Capital Management Inc
|
BUY
|
- |
3.37KNew |
$273K - $280K
|
3.37K
$276K
|
|
|
Oct 12, 2022
Q3 2022
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
3.82KNew |
$310K - $318K
|
3.82K
$314K
|
|
|
Oct 12, 2022
Q3 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-66.1K- 93.0% |
$5.36M - $5.49M
|
4.97K
$408K
|
|
|
Oct 12, 2022
Q3 2022
|
Emerald Advisors, LLC
|
SELL
|
- |
-6.44K- 41.49% |
$522K - $535K
|
9.09K
$745K
|
|
|
Oct 11, 2022
Q3 2022
|
Fc Advisory LLC
|
BUY
|
- |
4.01KNew |
$325K - $333K
|
4.01K
$329K
|
|
|
Oct 11, 2022
Q3 2022
|
Novare Capital Management LLC
|
SELL
|
- |
-11- 0.03% |
$891 - $914
|
35.5K
$2.91M
|
|
|
Oct 07, 2022
Q3 2022
|
Paladin Advisory Group, LLC
|
BUY
|
CALL |
670New |
$54.3K - $55.7K
|
670
$55K
|
|
|
Oct 04, 2022
Q3 2022
|
Ubp Investment Advisors Sa
|
SELL
|
- |
-24.5K- 31.13% |
$1.99M - $2.04M
|
54.2K
$4.45M
|
|
| Q2 2022 | |||||||
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-121- 95.28% |
$9.92K - $10.1K
|
6
$492
|
|
|
Sep 21, 2022
Q2 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
26New |
$2.13K - $2.17K
|
26
$2.13K
|
|