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
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
753+ 1.72% |
$61.2K - $62.7K
|
44.6K
$3.66M
|
|
|
Nov 12, 2024
Q3 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
103KNew |
$8.37M - $8.58M
|
103K
$8.45M
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-31- 0.49% |
$2.52K - $2.58K
|
6.32K
$518K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-41.7K- 1.78% |
$3.39M - $3.47M
|
2.29M
$188M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-34.4K- 93.8% |
$2.8M - $2.86M
|
2.27K
$186K
|
|
|
Nov 12, 2024
Q3 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
390+ 5.05% |
$31.7K - $32.5K
|
8.11K
$665K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-62.8K- 47.29% |
$5.11M - $5.23M
|
70K
$5.74M
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-65- 0.56% |
$5.29K - $5.41K
|
11.6K
$954K
|
|
|
Nov 12, 2024
Q3 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-1.23K- 25.17% |
$100K - $103K
|
3.67K
$301K
|
|
|
Nov 12, 2024
Q3 2024
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
7KNew |
$569K - $583K
|
7K
$574K
|
|
|
Nov 12, 2024
Q3 2024
|
Strong Box Wealth, LLC
|
BUY
|
- |
26.4K+ 28.56% |
$2.15M - $2.2M
|
119K
$9.76M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-1.29K- 0.08% |
$105K - $108K
|
1.54M
$127M
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
968+ 2.24% |
$78.7K - $80.6K
|
44.1K
$3.62M
|
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
2.31K+ 44.8% |
$188K - $192K
|
7.45K
$611K
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
2.34K+ 11.11% |
$190K - $195K
|
23.4K
$1.92M
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
2.49K+ 14.82% |
$202K - $207K
|
19.3K
$1.58M
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-54.9K- 89.52% |
$4.46M - $4.57M
|
6.43K
$528K
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-2.5K- 46.27% |
$204K - $209K
|
2.91K
$239K
|
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-300- 31.91% |
$24.4K - $25K
|
640
$52.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-90- 28.75% |
$7.32K - $7.5K
|
223
$18.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
33.6KNew |
$2.73M - $2.8M
|
33.6K
$2.75M
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
68K+ 179.11% |
$5.53M - $5.67M
|
106K
$8.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
54.7KNew |
$4.45M - $4.56M
|
54.7K
$4.49M
|
|
|
Nov 12, 2024
Q3 2024
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
270+ 1.0% |
$22K - $22.5K
|
27.2K
$2.23M
|
|
|
Nov 12, 2024
Q3 2024
|
Purus Wealth Management, LLC
|
SELL
|
- |
-1.08K- 15.0% |
$88K - $90.1K
|
6.13K
$503K
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
BUY
|
- |
2.35K+ 9.87% |
$191K - $195K
|
26.1K
$2.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-1.29K- 8.56% |
$105K - $107K
|
13.8K
$1.13M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
27.6K+ 173.23% |
$2.24M - $2.3M
|
43.5K
$3.57M
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
108K+ 90.24% |
$8.82M - $9.03M
|
229K
$18.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-705- 3.49% |
$57.3K - $58.7K
|
19.5K
$1.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-400- 5.73% |
$32.5K - $33.3K
|
6.59K
$540K
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
BUY
|
- |
8.74KNew |
$711K - $728K
|
8.74K
$717K
|
|
|
Nov 12, 2024
Q3 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
1.83K+ 6.66% |
$149K - $153K
|
29.3K
$2.41M
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-1.2K- 24.38% |
$97.5K - $99.9K
|
3.72K
$305K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
78.5K+ 88.75% |
$6.38M - $6.54M
|
167K
$13.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
425K+ 109.28% |
$34.5M - $35.4M
|
813K
$66.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
35.5K+ 28.81% |
$2.89M - $2.96M
|
159K
$13M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.56K+ 28.94% |
$290K - $297K
|
15.9K
$1.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
996New |
$81K - $83K
|
996
$81.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Fortem Financial Group, LLC
|
SELL
|
- |
-16K- 15.31% |
$1.3M - $1.34M
|
88.7K
$7.28M
|
|
|
Nov 12, 2024
Q3 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-1.23K- 10.88% |
$100K - $103K
|
10.1K
$828K
|
|
|
Nov 12, 2024
Q3 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
88.7KNew |
$7.21M - $7.39M
|
88.7K
$7.28M
|
|
|
Nov 08, 2024
Q3 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
605+ 0.6% |
$49.2K - $50.4K
|
101K
$8.32M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
35.3K+ 3.58% |
$2.87M - $2.94M
|
1.02M
$83.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
1.11KNew |
$90.4K - $92.6K
|
1.11K
$91.2K
|
|
|
Nov 08, 2024
Q3 2024
|
South State Corp
|
SELL
|
- |
-4.29K- 1.76% |
$349K - $357K
|
239K
$19.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-560K- 6.69% |
$45.5M - $46.6M
|
7.81M
$641M
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-355K- 67.22% |
$28.9M - $29.6M
|
173K
$14.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-846- 5.59% |
$68.8K - $70.5K
|
14.3K
$1.17M
|
|
|
Nov 08, 2024
Q3 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
4.68KNew |
$380K - $389K
|
4.68K
$383K
|