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 |
---|---|---|---|---|---|---|---|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-427- 1.65% |
$34.9K - $35.3K
|
25.5K
$2.11M
|
|
May 13, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-14.4K- 33.31% |
$1.18M - $1.19M
|
28.9K
$2.39M
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
323K+ 6.81% |
$26.4M - $26.7M
|
5.07M
$419M
|
|
May 13, 2025
Q1 2025
|
Seaview Investment Managers LLC
|
BUY
|
- |
3.29KNew |
$269K - $272K
|
3.29K
$272K
|
|
May 13, 2025
Q1 2025
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-410- 3.95% |
$33.6K - $33.9K
|
9.98K
$825K
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-40.2K- 23.04% |
$3.29M - $3.33M
|
134K
$11.1M
|
|
May 13, 2025
Q1 2025
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
1.82K+ 10.41% |
$149K - $150K
|
19.3K
$1.59M
|
|
May 13, 2025
Q1 2025
|
Cambiar Investors LLC
|
SELL
|
- |
-13.3K- 18.98% |
$1.09M - $1.1M
|
56.9K
$4.71M
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-264K- 4.9% |
$21.6M - $21.8M
|
5.11M
$423M
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-63.9K- 58.17% |
$5.23M - $5.29M
|
45.9K
$3.8M
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
20K+ 27.44% |
$1.63M - $1.65M
|
92.8K
$7.67M
|
|
May 13, 2025
Q1 2025
|
Global View Capital Management LLC
Waukesha, WI |
SELL
|
- |
-123K- 97.83% |
$10.1M - $10.2M
|
2.73K
$225K
|
|
May 13, 2025
Q1 2025
|
Moment Partners, LLC
San Francisco, CA |
BUY
|
- |
16.1K+ 5.94% |
$1.32M - $1.33M
|
288K
$23.8M
|
|
May 13, 2025
Q1 2025
|
Lwm Advisors Inc
El Dorado Hills, CA |
SELL
|
- |
-5.36K- 5.13% |
$438K - $443K
|
99.2K
$8.2M
|
|
May 13, 2025
Q1 2025
|
America First Investment Advisors, LLC
|
SELL
|
- |
-5.44K- 1.19% |
$445K - $450K
|
452K
$37.3M
|
|
May 13, 2025
Q1 2025
|
First Wilshire Securities Management Inc
Pasadena, CA |
BUY
|
- |
807+ 29.57% |
$66K - $66.8K
|
3.54K
$292K
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-200- 2.42% |
$16.4K - $16.5K
|
8.05K
$665K
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-20.8K- 1.73% |
$1.7M - $1.72M
|
1.18M
$97.4M
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1.09K+ 586.02% |
$89.2K - $90.2K
|
1.28K
$105K
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
9.8KNew |
$802K - $811K
|
9.8K
$810K
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-175K- 11.84% |
$14.3M - $14.5M
|
1.31M
$108M
|
|
May 12, 2025
Q1 2025
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
12.7KNew |
$1.04M - $1.05M
|
12.7K
$1.05M
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
132K+ 124.88% |
$10.8M - $10.9M
|
238K
$19.7M
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-103- 1.22% |
$8.43K - $8.52K
|
8.32K
$688K
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-674- 82.2% |
$55.2K - $55.8K
|
146
$12.1K
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
22.8K+ 28.78% |
$1.87M - $1.89M
|
102K
$8.44M
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-18- 0.58% |
$1.47K - $1.49K
|
3.07K
$254K
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
2.6KNew |
$212K - $215K
|
2.6K
$214K
|
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
SELL
|
- |
-34- 0.41% |
$2.78K - $2.81K
|
8.32K
$688K
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-125K- 1.08% |
$10.2M - $10.3M
|
11.4M
$944M
|
|
May 12, 2025
Q1 2025
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
22.7KNew |
$1.86M - $1.88M
|
22.7K
$1.87M
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
SELL
|
- |
-625- 79.62% |
$51.1K - $51.7K
|
160
$13.2K
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-3.73K- 9.35% |
$305K - $308K
|
36.1K
$2.99M
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
155+ 28.18% |
$12.7K - $12.8K
|
705
$58.3K
|
|
May 12, 2025
Q1 2025
|
Koa Wealth Management, LLC
Encinitas, CA |
SELL
|
- |
-1.15K- 1.94% |
$94.2K - $95.2K
|
58.1K
$4.8M
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-862- 11.97% |
$70.5K - $71.3K
|
6.34K
$524K
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
3.55K+ 33.66% |
$290K - $294K
|
14.1K
$1.16M
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-200- 4.54% |
$16.4K - $16.5K
|
4.2K
$347K
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-181- 6.17% |
$14.8K - $15K
|
2.75K
$228K
|
|
May 12, 2025
Q1 2025
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-3.73K- 31.46% |
$305K - $309K
|
8.13K
$672K
|
|
May 12, 2025
Q1 2025
|
Mizuho Markets Americas LLC
|
BUY
|
- |
311K+ 994.4% |
$25.5M - $25.8M
|
343K
$28.3M
|
|
May 12, 2025
Q1 2025
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
436+ 2.67% |
$35.7K - $36.1K
|
16.8K
$1.39M
|
|
May 12, 2025
Q1 2025
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-1.05K- 20.83% |
$85.7K - $86.6K
|
3.98K
$329K
|
|
May 12, 2025
Q1 2025
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-10.4K- 4.79% |
$854K - $863K
|
207K
$17.1M
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
13.4K+ 4.99% |
$1.09M - $1.11M
|
281K
$23.3M
|
|
May 12, 2025
Q1 2025
|
Ballast, Inc.
|
BUY
|
- |
3.18K+ 2.1% |
$260K - $263K
|
154K
$12.7M
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
256+ 28.19% |
$20.9K - $21.2K
|
1.16K
$96.2K
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
SELL
|
- |
-2.63K- 23.82% |
$215K - $217K
|
8.41K
$695K
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-29.4K- 67.47% |
$2.41M - $2.44M
|
14.2K
$1.17M
|
|
May 12, 2025
Q1 2025
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
321K+ 90.5% |
$26.2M - $26.5M
|
675K
$55.8M
|