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 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
608+ 5.54% |
$49.8K - $50.3K
|
11.6K
$955K
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
41.7K+ 195.31% |
$3.41M - $3.45M
|
63.1K
$5.21M
|
|
|
May 16, 2025
Q1 2025
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
24+ 2.76% |
$1.96K - $1.99K
|
892
$73.6K
|
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
5+ 0.87% |
$409 - $414
|
583
$48.1K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-1.15K- 15.72% |
$93.8K - $94.8K
|
6.14K
$507K
|
|
|
May 15, 2025
Q1 2025
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-5.72K- 12.24% |
$468K - $473K
|
41K
$3.38M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-16.9K- 18.82% |
$1.38M - $1.4M
|
72.8K
$6.01M
|
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
843K+ 2745.4% |
$69M - $69.7M
|
874K
$72.1M
|
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
BUY
|
- |
660+ 8.45% |
$54K - $54.6K
|
8.47K
$699K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
85.1KNew |
$6.97M - $7.04M
|
85.1K
$7.03M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-843- 2.72% |
$69K - $69.7K
|
30.1K
$2.49M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-21.2K- 86.12% |
$1.74M - $1.76M
|
3.42K
$282K
|
|
|
May 15, 2025
Q1 2025
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-1.88K- 0.55% |
$154K - $155K
|
339K
$28M
|
|
|
May 15, 2025
Q1 2025
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-603- 1.87% |
$49.3K - $49.9K
|
31.6K
$2.61M
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-51.7K- 12.58% |
$4.23M - $4.27M
|
359K
$29.6M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-240K- 70.68% |
$19.7M - $19.9M
|
99.7K
$8.23M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
450New |
$36.8K - $37.2K
|
450
$37.1K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
11.3K+ 4.49% |
$926K - $936K
|
263K
$21.8M
|
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
16+ 0.65% |
$1.31K - $1.32K
|
2.46K
$203K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
23K+ 6.77% |
$1.88M - $1.9M
|
363K
$29.9M
|
|
|
May 15, 2025
Q1 2025
|
Van Eck Associates Corp
|
BUY
|
- |
6+ 1.54% |
$491 - $496
|
396
$32.7K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
63.9K+ 37.84% |
$5.23M - $5.29M
|
233K
$19.2M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-5.05K- 10.62% |
$414K - $418K
|
42.5K
$3.51M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
26.5K+ 25.45% |
$2.17M - $2.2M
|
131K
$10.8M
|
|
|
May 15, 2025
Q1 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
186K+ 102.39% |
$15.2M - $15.4M
|
367K
$30.3M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.66K+ 8.79% |
$218K - $220K
|
32.9K
$2.72M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.42K+ 1.98% |
$116K - $117K
|
72.8K
$6.01M
|
|
|
May 15, 2025
Q1 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
7.48KNew |
$612K - $619K
|
7.48K
$618K
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-101- 3.02% |
$8.26K - $8.36K
|
3.24K
$267K
|
|
|
May 15, 2025
Q1 2025
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-380- 65.52% |
$31.1K - $31.4K
|
200
$16.5K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-3.34M- 21.84% |
$273M - $276M
|
11.9M
$986M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-886K- 2.57% |
$72.5M - $73.3M
|
33.6M
$2.78B
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-7.71K- 43.21% |
$631K - $638K
|
10.1K
$837K
|
|
|
May 15, 2025
Q1 2025
|
Insight Wealth Partners, LLC
|
BUY
|
- |
3.05KNew |
$249K - $252K
|
3.05K
$251K
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-299K- 57.89% |
$24.5M - $24.7M
|
218K
$18M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-2.41K- 2.76% |
$197K - $199K
|
85K
$7.01M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
8.55KNew |
$700K - $708K
|
8.55K
$706K
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
SELL
|
- |
-331- 1.1% |
$27.1K - $27.4K
|
29.7K
$2.45M
|
|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
SELL
|
- |
-72- 0.33% |
$5.89K - $5.96K
|
21.9K
$1.81M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
557+ 6.27% |
$45.6K - $46.1K
|
9.44K
$779K
|
|
|
May 15, 2025
Q1 2025
|
Fiducient Advisors LLC
|
SELL
|
- |
-128- 1.62% |
$10.5K - $10.6K
|
7.79K
$643K
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.71KNew |
$222K - $224K
|
2.71K
$224K
|
|
|
May 15, 2025
Q1 2025
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
2.95KNew |
$241K - $244K
|
2.95K
$243K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-14.6K- 5.09% |
$1.2M - $1.21M
|
273K
$22.5M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
75.3KNew |
$6.16M - $6.23M
|
75.3K
$6.22M
|
|
|
May 15, 2025
Q1 2025
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-208K- 90.76% |
$17.1M - $17.2M
|
21.2K
$1.75M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
347K+ 115.34% |
$28.4M - $28.7M
|
647K
$53.4M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-19.1K- 0.6% |
$1.56M - $1.58M
|
3.16M
$261M
|
|
|
May 15, 2025
Q1 2025
|
Discovery Capital Management, LLC
South Norwalk, CT |
BUY
|
- |
3.99K+ 130.66% |
$326K - $330K
|
7.04K
$581K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
214K+ 77.85% |
$17.5M - $17.7M
|
488K
$40.3M
|