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 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
$297K
|
|
|
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
$5.88M
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
918New |
$74K - $74.8K
|
918
$75.8K
|
|
|
Jan 09, 2023
Q4 2022
|
Trust CO
|
BUY
|
- |
5.84KNew |
$471K - $476K
|
5.84K
$482K
|
|
| Q3 2022 | |||||||
|
Dec 19, 2024
Q3 2022
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-67Closed |
$5.43K - $5.57K
|
0
$0
|
|
|
Oct 29, 2024
Q3 2022
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
549New |
$44.5K - $45.6K
|
549
$45.3K
|
|
|
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
$1.89M
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
20New |
$1.62K - $1.66K
|
20
$1.65K
|
|
|
Nov 15, 2022
Q3 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
32+ 0.97% |
$2.59K - $2.66K
|
3.34K
$276K
|
|
|
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
$594K
|
|
|
Nov 14, 2022
Q3 2022
|
Truepoint, Inc.
|
SELL
|
- |
-9.4K- 28.24% |
$762K - $781K
|
23.9K
$1.97M
|
|
|
Nov 14, 2022
Q3 2022
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
86New |
$6.97K - $7.14K
|
86
$7.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
21.9K+ 208.79% |
$1.77M - $1.81M
|
32.3K
$2.67M
|
|
|
Nov 14, 2022
Q3 2022
|
Jackson Wealth Management, LLC
|
BUY
|
- |
63.1K+ 98.6% |
$5.12M - $5.24M
|
127K
$10.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Q3 Asset Management
|
SELL
|
- |
-5.41K- 13.63% |
$439K - $450K
|
34.3K
$2.83M
|
|
|
Nov 14, 2022
Q3 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
12.7K+ 23.78% |
$1.03M - $1.05M
|
66K
$5.45M
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-9- 0.16% |
$729 - $748
|
5.63K
$465K
|
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
813New |
$65.9K - $67.5K
|
813
$67.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
12KNew |
$972K - $997K
|
12K
$991K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
165+ 0.18% |
$13.4K - $13.7K
|
91.7K
$7.57M
|
|
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-239- 54.57% |
$19.4K - $19.9K
|
199
$16.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
2.56KNew |
$207K - $212K
|
2.56K
$211K
|
|
|
Nov 10, 2022
Q3 2022
|
Abrdn PLC
|
SELL
|
- |
-68.9K- 54.43% |
$5.58M - $5.72M
|
57.7K
$4.76M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
11.5KNew |
$928K - $952K
|
11.5K
$946K
|
|
|
Nov 10, 2022
Q3 2022
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
119K+ 2517.58% |
$9.62M - $9.86M
|
123K
$10.2M
|
|
|
Nov 09, 2022
Q3 2022
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
2.53KNew |
$205K - $210K
|
2.53K
$209K
|
|
|
Nov 09, 2022
Q3 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
203New |
$16.5K - $16.9K
|
203
$16.8K
|
|
|
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
$248
|
|
|
Nov 08, 2022
Q3 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
3KNew |
$243K - $249K
|
3K
$248K
|
|
|
Nov 07, 2022
Q3 2022
|
Berkshire Bank
|
SELL
|
- |
-2.27K- 34.15% |
$184K - $189K
|
4.38K
$361K
|
|
|
Nov 07, 2022
Q3 2022
|
Monument Capital Management
|
BUY
|
- |
59.8K+ 225.62% |
$4.85M - $4.97M
|
86.3K
$7.12M
|
|
|
Nov 07, 2022
Q3 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
2.49KNew |
$202K - $207K
|
2.49K
$206K
|
|
|
Nov 07, 2022
Q3 2022
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-746- 2.83% |
$60.5K - $62K
|
25.6K
$2.11M
|
|
|
Nov 04, 2022
Q3 2022
|
Estate Counselors, LLC
|
SELL
|
- |
-245K- 62.2% |
$19.8M - $20.3M
|
149K
$12.3M
|
|
|
Nov 04, 2022
Q3 2022
|
Lake Hills Wealth Management, LLC
|
BUY
|
CALL |
165KNew |
$13.3M - $13.7M
|
165K
$13.6M
|
|
|
Nov 03, 2022
Q3 2022
|
Cypress Capital Management LLC
Greenville, DE |
BUY
|
- |
3.6KNew |
$292K - $299K
|
3.6K
$297K
|
|
|
Nov 02, 2022
Q3 2022
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-323- 10.72% |
$26.2K - $26.8K
|
2.69K
$222K
|
|
|
Nov 02, 2022
Q3 2022
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-2.41K- 20.37% |
$196K - $200K
|
9.43K
$779K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
1.65K+ 317.69% |
$134K - $137K
|
2.17K
$179K
|
|
|
Nov 01, 2022
Q3 2022
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-192K- 97.85% |
$15.6M - $15.9M
|
4.22K
$348K
|
|
|
Oct 28, 2022
Q3 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
5.81KNew |
$471K - $482K
|
5.81K
$479K
|
|
|
Oct 27, 2022
Q3 2022
|
Slow Capital, Inc.
|
BUY
|
- |
73KNew |
$5.92M - $6.06M
|
73K
$6.03M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
4.07KNew |
$330K - $338K
|
4.07K
$336K
|
|
|
Oct 26, 2022
Q3 2022
|
Gibraltar Capital Management, Inc.
|
SELL
|
- |
-162- 3.5% |
$13.1K - $13.5K
|
4.47K
$369K
|
|