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 08, 2024
Q3 2024
|
New Potomac Partners, LLC
|
BUY
|
- |
385New |
$31.3K - $32.1K
|
385
$31.6K
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
1.64KNew |
$133K - $137K
|
1.64K
$135K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-17.3K- 40.38% |
$1.41M - $1.44M
|
25.6K
$2.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
4.36KNew |
$354K - $363K
|
4.36K
$357K
|
|
|
Nov 08, 2024
Q3 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
SELL
|
- |
-21.4K- 45.57% |
$1.74M - $1.78M
|
25.6K
$2.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
27+ 0.11% |
$2.2K - $2.25K
|
24.5K
$2.01M
|
|
|
Nov 08, 2024
Q3 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
5.43KNew |
$442K - $452K
|
5.43K
$445K
|
|
|
Nov 08, 2024
Q3 2024
|
B&D White Capital Company, LLC
|
BUY
|
- |
125KNew |
$10.2M - $10.4M
|
125K
$10.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Becker Capital Management Inc
|
SELL
|
- |
-27.9K- 33.45% |
$2.26M - $2.32M
|
55.4K
$4.55M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
23.3KNew |
$1.9M - $1.94M
|
23.3K
$1.91M
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
3+ 1.09% |
$244 - $250
|
277
$22.7K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.42K- 4.57% |
$522K - $535K
|
134K
$11M
|
|
|
Nov 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
11.1K+ 165.06% |
$905K - $927K
|
17.9K
$1.47M
|
|
|
Nov 08, 2024
Q3 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-611- 14.38% |
$49.7K - $50.9K
|
3.64K
$298K
|
|
|
Nov 08, 2024
Q3 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-10.3K- 46.09% |
$838K - $858K
|
12K
$988K
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
SELL
|
- |
-135K- 97.44% |
$11M - $11.2M
|
3.54K
$291K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.19M+ 21.83% |
$97M - $99.4M
|
6.66M
$546M
|
|
|
Nov 08, 2024
Q3 2024
|
America First Investment Advisors, LLC
|
BUY
|
- |
44.9K+ 12.12% |
$3.65M - $3.74M
|
415K
$34.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-672- 1.42% |
$54.6K - $56K
|
46.7K
$3.83M
|
|
|
Nov 08, 2024
Q3 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
234+ 5.89% |
$19K - $19.5K
|
4.21K
$345K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.63K+ 36.22% |
$133K - $136K
|
6.14K
$504K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
1.2KNew |
$97.2K - $99.6K
|
1.2K
$98.1K
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-2.69K- 24.8% |
$219K - $224K
|
8.17K
$670K
|
|
|
Nov 08, 2024
Q3 2024
|
Hilton Capital Management, LLC
|
SELL
|
- |
-1.8K- 27.17% |
$147K - $150K
|
4.84K
$397K
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-3.93K- 13.1% |
$319K - $327K
|
26K
$2.14M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.24K- 3.1% |
$101K - $103K
|
38.6K
$3.17M
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
46.3KNew |
$3.77M - $3.86M
|
46.3K
$3.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
46.6K+ 1586.15% |
$3.79M - $3.88M
|
49.5K
$4.06M
|
|
|
Nov 07, 2024
Q3 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-498- 45.36% |
$40.5K - $41.5K
|
600
$49.2K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-8.4K- 13.28% |
$683K - $700K
|
54.9K
$4.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
15.2K+ 25.37% |
$1.24M - $1.27M
|
75.3K
$6.17M
|
|
|
Nov 07, 2024
Q3 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
46New |
$3.74K - $3.83K
|
46
$3.77K
|
|
|
Nov 07, 2024
Q3 2024
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-541- 16.75% |
$44K - $45.1K
|
2.69K
$220K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.61K- 6.53% |
$131K - $134K
|
23K
$1.89M
|
|
|
Nov 07, 2024
Q3 2024
|
Renasant Bank
|
SELL
|
- |
-17- 0.18% |
$1.38K - $1.42K
|
9.47K
$777K
|
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-1.42K- 26.03% |
$116K - $118K
|
4.04K
$331K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-5- 1.1% |
$407 - $416
|
451
$37K
|
|
|
Nov 07, 2024
Q3 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
1.88K+ 6.98% |
$153K - $157K
|
28.8K
$2.36M
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-975- 3.57% |
$79.3K - $81.2K
|
26.3K
$2.16M
|
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
SELL
|
- |
-12K- 72.89% |
$973K - $996K
|
4.45K
$365K
|
|
|
Nov 07, 2024
Q3 2024
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
62+ 1.66% |
$5.04K - $5.16K
|
3.8K
$312K
|
|
|
Nov 07, 2024
Q3 2024
|
Auxano Advisors, LLC
|
SELL
|
- |
-19.9K- 33.36% |
$1.62M - $1.66M
|
39.7K
$3.26M
|
|
|
Nov 07, 2024
Q3 2024
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-445- 0.92% |
$36.2K - $37.1K
|
48.2K
$3.95M
|
|
|
Nov 07, 2024
Q3 2024
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
5.94KNew |
$483K - $494K
|
5.94K
$487K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
8.78K+ 20.62% |
$714K - $731K
|
51.4K
$4.21M
|
|
|
Nov 07, 2024
Q3 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
1.42K+ 9.22% |
$116K - $118K
|
16.9K
$1.38M
|
|
|
Nov 07, 2024
Q3 2024
|
ETF Store, Inc.
|
BUY
|
- |
458+ 10.11% |
$37.2K - $38.1K
|
4.99K
$409K
|
|
|
Nov 07, 2024
Q3 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-700- 2.69% |
$56.9K - $58.3K
|
25.3K
$2.08M
|
|
|
Nov 07, 2024
Q3 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
11.6K+ 3.42% |
$943K - $966K
|
350K
$28.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
2.28K+ 0.33% |
$186K - $190K
|
698K
$57.3M
|