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 |
---|---|---|---|---|---|---|---|
Aug 16, 2022
Q2 2022
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-8.37KClosed |
$686K - $699K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Vericrest Private Wealth
Newtown, PA |
SELL
|
- |
-207- 4.38% |
$17K - $17.3K
|
4.52K
$371K
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-1Closed |
$82 - $83.5
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-6.5K- 67.69% |
$533K - $543K
|
3.11K
$255K
|
|
Aug 15, 2022
Q2 2022
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
29.8KNew |
$2.44M - $2.49M
|
29.8K
$2.44M
|
|
Aug 15, 2022
Q2 2022
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-3.41KClosed |
$280K - $285K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
15.6KNew |
$1.28M - $1.3M
|
15.6K
$1.28M
|
|
Aug 15, 2022
Q2 2022
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
1.38K+ 4.48% |
$113K - $115K
|
32.2K
$2.64M
|
|
Aug 15, 2022
Q2 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
1.26KNew |
$104K - $106K
|
1.26K
$104K
|
|
Aug 15, 2022
Q2 2022
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-278K- 59.8% |
$22.8M - $23.2M
|
187K
$15.4M
|
|
Aug 15, 2022
Q2 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
5.47KNew |
$448K - $456K
|
5.47K
$448K
|
|
Aug 15, 2022
Q2 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-1Closed |
$82 - $83.5
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
351+ 60.73% |
$28.8K - $29.3K
|
929
$76.2K
|
|
Aug 15, 2022
Q2 2022
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-7.71KClosed |
$632K - $644K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Edenbrook Capital, LLC
Mount Kisco, NY |
BUY
|
CALL |
100KNew |
$8.2M - $8.35M
|
100K
$8.2M
|
|
Aug 12, 2022
Q2 2022
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
362New |
$29.7K - $30.2K
|
362
$29.7K
|
|
Aug 12, 2022
Q2 2022
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
3KNew |
$246K - $250K
|
3K
$246K
|
|
Aug 12, 2022
Q2 2022
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-695- 20.14% |
$57K - $58K
|
2.76K
$226K
|
|
Aug 12, 2022
Q2 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
SELL
|
- |
-2.95KClosed |
$242K - $246K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-45.7KClosed |
$3.74M - $3.81M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-2.49KClosed |
$204K - $208K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
199KNew |
$16.3M - $16.6M
|
199K
$16.3M
|
|
Aug 11, 2022
Q2 2022
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-96Closed |
$7.87K - $8.01K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
17.2KNew |
$1.41M - $1.44M
|
17.2K
$1.41M
|
|
Aug 11, 2022
Q2 2022
|
Ulrich Consultants & Investment Group, LLC
Albuquerque, NM |
BUY
|
- |
30.5KNew |
$2.5M - $2.55M
|
30.5K
$2.5M
|
|
Aug 10, 2022
Q2 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
270New |
$22.1K - $22.5K
|
270
$22.1K
|
|
Aug 10, 2022
Q2 2022
|
Mc Collum Christoferson Group LLC
Amherst, NY |
SELL
|
- |
-33KClosed |
$2.71M - $2.76M
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-12K- 23.34% |
$981K - $999K
|
39.3K
$3.22M
|
|
Aug 09, 2022
Q2 2022
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
24.4KNew |
$2M - $2.03M
|
24.4K
$2M
|
|
Aug 09, 2022
Q2 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-2.58KClosed |
$212K - $215K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
653New |
$53.5K - $54.5K
|
653
$53.6K
|
|
Aug 09, 2022
Q2 2022
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-3.17KClosed |
$260K - $264K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-276Closed |
$22.6K - $23K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-15- 0.53% |
$1.23K - $1.25K
|
2.8K
$230K
|
|
Aug 05, 2022
Q2 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-190- 67.86% |
$15.6K - $15.9K
|
90
$7.38K
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-457- 0.78% |
$37.5K - $38.2K
|
57.8K
$4.74M
|
|
Aug 05, 2022
Q2 2022
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
1K+ 97.75% |
$82K - $83.5K
|
2.02K
$166K
|
|
Aug 05, 2022
Q2 2022
|
X Square Capital, LLC
|
SELL
|
- |
-200- 5.24% |
$16.4K - $16.7K
|
3.62K
$297K
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-159Closed |
$13K - $13.3K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Dorchester Wealth Management CO
|
SELL
|
- |
-2.85KClosed |
$234K - $238K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Tru Independence LLC
|
SELL
|
- |
-6KClosed |
$492K - $501K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-3.67KClosed |
$301K - $307K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
4.68KNew |
$383K - $390K
|
4.68K
$384K
|
|
Aug 03, 2022
Q2 2022
|
Regency Capital Management Inc.\De
|
SELL
|
- |
-30.1K- 98.52% |
$2.47M - $2.51M
|
452
$37.1K
|
|
Aug 03, 2022
Q2 2022
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-3Closed |
$246 - $250
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
96New |
$7.87K - $8.01K
|
96
$7.87K
|
|
Jul 29, 2022
Q2 2022
|
Destination Wealth Management
|
BUY
|
- |
8.43KNew |
$691K - $704K
|
8.43K
$692K
|
|
Jul 28, 2022
Q2 2022
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
12.9KNew |
$1.06M - $1.08M
|
12.9K
$1.06M
|
|
Jul 28, 2022
Q2 2022
|
Lcm Capital Management Inc
|
SELL
|
- |
-2K- 43.17% |
$164K - $167K
|
2.63K
$216K
|
|
Jul 28, 2022
Q2 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-133KClosed |
$10.9M - $11.1M
|
0
$0
|