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 07, 2024
Q3 2024
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
25.5KNew |
$2.08M - $2.13M
|
25.5K
$2.09M
|
|
|
Nov 07, 2024
Q3 2024
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-4.66K- 31.53% |
$378K - $388K
|
10.1K
$829K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
14.8K+ 5.31% |
$1.2M - $1.23M
|
293K
$24M
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-94.9K- 90.56% |
$7.72M - $7.91M
|
9.89K
$812K
|
|
|
Nov 06, 2024
Q3 2024
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-487- 2.32% |
$39.6K - $40.6K
|
20.5K
$1.69M
|
|
|
Nov 06, 2024
Q3 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
1.1K+ 26.91% |
$89.3K - $91.5K
|
5.18K
$425K
|
|
|
Nov 06, 2024
Q3 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-851- 12.3% |
$69.2K - $70.9K
|
6.07K
$498K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
272K+ 214.62% |
$22.1M - $22.7M
|
399K
$32.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-113- 1.72% |
$9.19K - $9.41K
|
6.45K
$529K
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-2.65K- 0.36% |
$215K - $220K
|
738K
$60.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Mizuho Markets Americas LLC
|
BUY
|
- |
540KNew |
$43.9M - $45M
|
540K
$44.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Koa Wealth Management, LLC
Encinitas, CA |
BUY
|
- |
2.84K+ 5.12% |
$231K - $237K
|
58.4K
$4.79M
|
|
|
Nov 06, 2024
Q3 2024
|
Seelaus Asset Management LLC
|
SELL
|
- |
-1.58K- 36.76% |
$128K - $131K
|
2.71K
$222K
|
|
|
Nov 06, 2024
Q3 2024
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-169K- 36.55% |
$13.8M - $14.1M
|
294K
$24.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Empowered Funds, LLC
|
BUY
|
- |
17.5K+ 111.26% |
$1.42M - $1.46M
|
33.3K
$2.73M
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.14% |
$81.3 - $83.3
|
738
$60.5K
|
|
|
Nov 06, 2024
Q3 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
34K+ 25.51% |
$2.76M - $2.83M
|
167K
$13.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-15.6K- 32.72% |
$1.27M - $1.3M
|
32.1K
$2.64M
|
|
|
Nov 06, 2024
Q3 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-17.6K- 79.59% |
$1.43M - $1.46M
|
4.5K
$369K
|
|
|
Nov 06, 2024
Q3 2024
|
Gunma Bank,Ltd.
|
BUY
|
- |
40K+ 50.0% |
$3.25M - $3.33M
|
120K
$9.84M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-321K- 6.37% |
$26.1M - $26.7M
|
4.71M
$386M
|
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-28- 10.98% |
$2.28K - $2.33K
|
227
$18.6K
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
BUY
|
- |
550+ 4.99% |
$44.7K - $45.8K
|
11.6K
$949K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
12.7KNew |
$1.03M - $1.06M
|
12.7K
$1.04M
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
5.08K+ 6.13% |
$413K - $423K
|
87.8K
$7.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
23.3KNew |
$1.89M - $1.94M
|
23.3K
$1.91M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
217+ 1.13% |
$17.6K - $18.1K
|
19.4K
$1.59M
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.81K+ 13.22% |
$310K - $317K
|
32.6K
$2.67M
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-2.3K- 6.51% |
$187K - $191K
|
33K
$2.71M
|
|
|
Nov 05, 2024
Q3 2024
|
One Day In July LLC
|
BUY
|
- |
1.57K+ 3.3% |
$127K - $131K
|
49.1K
$4.03M
|
|
|
Nov 05, 2024
Q3 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
503+ 1.77% |
$40.9K - $41.9K
|
29K
$2.38M
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-1.07K- 3.01% |
$87K - $89.1K
|
34.5K
$2.83M
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-286- 4.78% |
$23.3K - $23.8K
|
5.7K
$468K
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
35.3K+ 42.77% |
$2.87M - $2.94M
|
118K
$9.67M
|
|
|
Nov 05, 2024
Q3 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-12.8K- 2.98% |
$1.04M - $1.06M
|
415K
$34.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-809- 11.93% |
$65.8K - $67.4K
|
5.97K
$490K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
7.26K+ 7.36% |
$590K - $605K
|
106K
$8.68M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
127+ 0.23% |
$10.3K - $10.6K
|
55.1K
$4.52M
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-224K- 54.33% |
$18.2M - $18.7M
|
189K
$15.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-1.55K- 2.39% |
$126K - $129K
|
63K
$5.17M
|
|
|
Nov 05, 2024
Q3 2024
|
Hassell Wealth Management, LLC
Houma, LA |
SELL
|
- |
-910- 9.61% |
$74K - $75.8K
|
8.56K
$702K
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
10.6K+ 3.41% |
$858K - $879K
|
320K
$26.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.58K+ 96.76% |
$129K - $132K
|
3.22K
$264K
|
|
|
Nov 05, 2024
Q3 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-370- 0.07% |
$30.1K - $30.8K
|
518K
$42.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-6.21K- 27.17% |
$505K - $517K
|
16.6K
$1.36M
|
|
|
Nov 04, 2024
Q3 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
3.3K+ 3928.57% |
$268K - $275K
|
3.38K
$278K
|
|
|
Nov 04, 2024
Q3 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-469- 10.6% |
$38.1K - $39.1K
|
3.95K
$324K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-20K- 31.05% |
$1.63M - $1.67M
|
44.4K
$3.64M
|
|
|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
41+ 0.66% |
$3.33K - $3.41K
|
6.27K
$514K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
407+ 1.44% |
$33.1K - $33.9K
|
28.6K
$2.35M
|