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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2022
Q2 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-133KClosed |
$10.9M - $11.1M
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Matisse Capital
|
SELL
|
- |
-5.1KClosed |
$418K - $426K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Great Diamond Partners, LLC
|
BUY
|
- |
17.5KNew |
$1.44M - $1.46M
|
17.5K
$1.44M
|
|
|
Jul 26, 2022
Q2 2022
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
8.07KNew |
$662K - $674K
|
8.07K
$662K
|
|
|
Jul 26, 2022
Q2 2022
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-3.21KClosed |
$263K - $268K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Crown Wealth Group, LLC
|
BUY
|
- |
4.82KNew |
$395K - $402K
|
4.82K
$395K
|
|
|
Jul 25, 2022
Q2 2022
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-2.96KClosed |
$243K - $247K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
70New |
$5.74K - $5.84K
|
70
$5.74K
|
|
|
Jul 25, 2022
Q2 2022
|
Parisi Gray Wealth Management
|
SELL
|
- |
-96.1KClosed |
$7.87M - $8.02M
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Walker Asset Management, LLC
|
BUY
|
- |
132KNew |
$10.8M - $11M
|
132K
$10.8M
|
|
|
Jul 22, 2022
Q2 2022
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-1.27K- 32.94% |
$104K - $106K
|
2.58K
$212K
|
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Counsel, Inc
|
BUY
|
- |
440New |
$36.1K - $36.7K
|
440
$36.1K
|
|
|
Jul 22, 2022
Q2 2022
|
Coastline Trust CO
|
SELL
|
- |
-5.67K- 58.88% |
$465K - $473K
|
3.96K
$325K
|
|
|
Jul 22, 2022
Q2 2022
|
High Tower Trust Services, Lta
|
BUY
|
- |
2.52KNew |
$206K - $210K
|
2.52K
$207K
|
|
|
Jul 22, 2022
Q2 2022
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-97.5KClosed |
$8M - $8.14M
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Steward Financial Group LLC
|
SELL
|
- |
-1.4KClosed |
$115K - $117K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Successful Portfolios LLC
|
SELL
|
- |
-5.25KClosed |
$430K - $438K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Investors Research Corp
|
SELL
|
- |
-401- 59.23% |
$32.9K - $33.5K
|
276
$22.6K
|
|
|
Jul 20, 2022
Q2 2022
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-99.9KClosed |
$8.19M - $8.34M
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
8.25KNew |
$676K - $689K
|
8.25K
$677K
|
|
|
Jul 15, 2022
Q2 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-8.03KClosed |
$658K - $670K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Brave Asset Management Inc
|
SELL
|
- |
-11.8KClosed |
$967K - $985K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-20Closed |
$1.64K - $1.67K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-165Closed |
$13.5K - $13.8K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
7.15KNew |
$586K - $597K
|
7.15K
$586K
|
|
|
Jul 15, 2022
Q2 2022
|
Norway Savings Bank
|
SELL
|
- |
-50Closed |
$4.1K - $4.17K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
1.7K+ 56.14% |
$139K - $141K
|
4.71K
$387K
|
|
|
Jul 15, 2022
Q2 2022
|
Titan Capital Management, LLC
|
SELL
|
- |
-159KClosed |
$13M - $13.3M
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-1.1K- 8.93% |
$90.1K - $91.7K
|
11.2K
$919K
|
|
|
Jul 14, 2022
Q2 2022
|
Ma Private Wealth
|
SELL
|
- |
-6.54KClosed |
$536K - $546K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
2.36KNew |
$194K - $197K
|
2.36K
$194K
|
|
|
Jul 12, 2022
Q2 2022
|
Exane Derivatives
|
SELL
|
- |
-1.81KClosed |
$149K - $151K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-22.4KClosed |
$1.84M - $1.87M
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
D. Scott Neal, Inc.
|
SELL
|
- |
-3.27KClosed |
$268K - $273K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Stone Asset Management Inc.
|
BUY
|
- |
4+ 0.16% |
$328 - $334
|
2.53K
$208K
|
|
|
Jul 11, 2022
Q2 2022
|
Prosperity Planning, Inc.
|
BUY
|
- |
376New |
$30.8K - $31.4K
|
376
$30.8K
|
|
|
Jul 06, 2022
Q2 2022
|
Sage Capital Advisors,Llc
|
BUY
|
- |
6.61KNew |
$542K - $552K
|
6.61K
$542K
|
|
|
Jul 06, 2022
Q2 2022
|
Centric Wealth Management
|
BUY
|
- |
3.07KNew |
$252K - $256K
|
3.07K
$252K
|
|
| Q1 2022 | |||||||
|
Aug 12, 2024
Q1 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
105New |
$8.74K - $8.98K
|
105
$8.61K
|
|
|
May 10, 2024
Q1 2022
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-2.38KClosed |
$198K - $203K
|
0
$0
|
|
|
Dec 01, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
83+ 45.86% |
$6.91K - $7.1K
|
264
$21.7K
|
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-1.75KClosed |
$145K - $149K
|
0
$0
|
|
|
May 17, 2022
Q1 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
416New |
$34.6K - $35.6K
|
416
$34.1K
|
|
|
May 16, 2022
Q1 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-220Closed |
$18.3K - $18.8K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-9.21KClosed |
$767K - $788K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-36.8KClosed |
$3.07M - $3.15M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-14Closed |
$1.17K - $1.2K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-3.19KClosed |
$265K - $273K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-8.27KClosed |
$688K - $707K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-2.49KClosed |
$207K - $213K
|
0
$0
|
|