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 12, 2024
Q3 2024
|
Retirement Capital Strategies
|
SELL
|
- |
-189- 4.53% |
$15.4K - $15.7K
|
3.98K
$327K
|
|
|
Nov 12, 2024
Q3 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
11.9KNew |
$968K - $992K
|
11.9K
$977K
|
|
|
Nov 12, 2024
Q3 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
3.15K+ 4.54% |
$256K - $262K
|
72.5K
$5.94M
|
|
|
Nov 12, 2024
Q3 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-32.5K- 25.29% |
$2.65M - $2.71M
|
96.1K
$7.88M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
446K+ 90.58% |
$36.3M - $37.1M
|
938K
$77M
|
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-21.7K- 2.09% |
$1.76M - $1.8M
|
1.01M
$83M
|
|
|
Nov 12, 2024
Q3 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-4.58K- 13.27% |
$372K - $381K
|
29.9K
$2.45M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-230- 0.4% |
$18.7K - $19.2K
|
57.9K
$4.75M
|
|
|
Nov 12, 2024
Q3 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
1.94K+ 16.95% |
$158K - $161K
|
13.4K
$1.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
24KNew |
$1.95M - $2M
|
24K
$1.97M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
153+ 2.56% |
$12.4K - $12.7K
|
6.13K
$502K
|
|
|
Nov 12, 2024
Q3 2024
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-850- 8.1% |
$69.1K - $70.8K
|
9.65K
$791K
|
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-83.7K- 2.8% |
$6.81M - $6.98M
|
2.9M
$238M
|
|
|
Nov 12, 2024
Q3 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
51.5K+ 8.31% |
$4.19M - $4.29M
|
671K
$55M
|
|
|
Nov 12, 2024
Q3 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
50+ 0.99% |
$4.07K - $4.16K
|
5.1K
$418K
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
34.1K+ 481.6% |
$2.77M - $2.84M
|
41.2K
$3.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Howard Capital Management Inc.
|
SELL
|
- |
-659- 4.45% |
$53.6K - $54.9K
|
14.1K
$1.16M
|
|
|
Nov 12, 2024
Q3 2024
|
St. James Investment Company, LLC
|
BUY
|
- |
505+ 3.64% |
$41.1K - $42.1K
|
14.4K
$1.18M
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
1.16K+ 1.76% |
$94.3K - $96.6K
|
66.9K
$5.49M
|
|
|
Nov 12, 2024
Q3 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
2+ 0.73% |
$163 - $167
|
275
$22.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-221K- 18.41% |
$18M - $18.4M
|
980K
$80.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-9.88K- 9.23% |
$803K - $823K
|
97.1K
$7.97M
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
61+ 0.61% |
$4.96K - $5.08K
|
10K
$820K
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
5.77K+ 164.39% |
$469K - $480K
|
9.27K
$761K
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
22.2K+ 369.18% |
$1.8M - $1.85M
|
28.2K
$2.31M
|
|
|
Nov 12, 2024
Q3 2024
|
Boston Partners
Boston, MA |
BUY
|
- |
96.7KNew |
$7.86M - $8.06M
|
96.7K
$7.93M
|
|
|
Nov 12, 2024
Q3 2024
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
50+ 0.37% |
$4.07K - $4.16K
|
13.4K
$1.1M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
18.8K+ 9.91% |
$1.53M - $1.56M
|
208K
$17.1M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
132K+ 57.05% |
$10.7M - $11M
|
364K
$29.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-2.53K- 11.27% |
$206K - $211K
|
19.9K
$1.63M
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 0.65% |
$81.3 - $83.3
|
156
$12.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
24KNew |
$1.95M - $2M
|
24K
$1.97M
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
25.9KNew |
$2.11M - $2.16M
|
25.9K
$2.13M
|
|
|
Nov 12, 2024
Q3 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-1.1K- 15.97% |
$89.1K - $91.3K
|
5.77K
$473K
|
|
|
Nov 12, 2024
Q3 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
430+ 9.31% |
$35K - $35.8K
|
5.05K
$414K
|
|
|
Nov 12, 2024
Q3 2024
|
Camden National Bank
Camden, ME |
BUY
|
- |
10.1K+ 10.16% |
$819K - $839K
|
109K
$8.96M
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-2.8K- 3.01% |
$228K - $234K
|
90.2K
$7.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-1.47K- 19.43% |
$119K - $122K
|
6.09K
$500K
|
|
|
Nov 12, 2024
Q3 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-167- 0.95% |
$13.6K - $13.9K
|
17.5K
$1.43M
|
|
|
Nov 12, 2024
Q3 2024
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
20.5K+ 32.05% |
$1.67M - $1.71M
|
84.5K
$6.93M
|
|
|
Nov 12, 2024
Q3 2024
|
Santa Clara Valley Transportation Authority
San Jose, CA |
BUY
|
- |
275KNew |
$22.4M - $22.9M
|
275K
$22.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
78.1KNew |
$6.35M - $6.51M
|
78.1K
$6.41M
|
|
|
Nov 12, 2024
Q3 2024
|
Timelo Investment Management Inc.
|
SELL
|
- |
-45K- 25.0% |
$3.66M - $3.75M
|
135K
$11.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-35- 0.04% |
$2.85K - $2.92K
|
82.7K
$6.79M
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
607+ 3.16% |
$49.4K - $50.6K
|
19.8K
$1.62M
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-195- 2.84% |
$15.9K - $16.2K
|
6.66K
$546K
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.02K- 10.45% |
$82.9K - $85K
|
8.74K
$717K
|
|
|
Nov 12, 2024
Q3 2024
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-1.33K- 27.05% |
$108K - $111K
|
3.58K
$294K
|
|
|
Nov 12, 2024
Q3 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
1+ 0.03% |
$81.3 - $83.3
|
3.18K
$261K
|
|
|
Nov 12, 2024
Q3 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-17.6K- 60.11% |
$1.43M - $1.46M
|
11.7K
$956K
|