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 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-12- 0.49% |
$982 - $993
|
2.43K
$201K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
SELL
|
- |
-152- 15.26% |
$12.4K - $12.6K
|
844
$69.8K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
400+ 2.33% |
$32.7K - $33.1K
|
17.6K
$1.45M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
1.29K+ 2.43% |
$106K - $107K
|
54.5K
$4.5M
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-98.3K- 3.43% |
$8.04M - $8.13M
|
2.76M
$228M
|
|
|
May 09, 2025
Q1 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-21- 0.65% |
$1.72K - $1.74K
|
3.21K
$266K
|
|
|
May 09, 2025
Q1 2025
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-5.19K- 2.16% |
$425K - $430K
|
236K
$19.5M
|
|
|
May 09, 2025
Q1 2025
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-1.41K- 8.9% |
$115K - $117K
|
14.4K
$1.19M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
964New |
$78.9K - $79.8K
|
964
$79.7K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-175- 8.8% |
$14.3K - $14.5K
|
1.81K
$150K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-1.05K- 70.95% |
$85.9K - $86.9K
|
430
$35.5K
|
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
2.72KNew |
$223K - $225K
|
2.72K
$225K
|
|
|
May 08, 2025
Q1 2025
|
Independence Financial Advisors, LLC
Franklin, NH |
BUY
|
- |
94.4KNew |
$7.73M - $7.81M
|
94.4K
$7.8M
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-153- 0.9% |
$12.5K - $12.7K
|
16.9K
$1.4M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
60+ 4.95% |
$4.91K - $4.96K
|
1.27K
$105K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
28.5K+ 222.45% |
$2.33M - $2.35M
|
41.2K
$3.41M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
22.7K+ 89.96% |
$1.86M - $1.88M
|
47.9K
$3.96M
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
262K+ 106.46% |
$21.4M - $21.6M
|
507K
$41.9M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
51+ 0.66% |
$4.17K - $4.22K
|
7.83K
$647K
|
|
|
May 08, 2025
Q1 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
792+ 4.61% |
$64.8K - $65.5K
|
18K
$1.49M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-6.3K- 45.0% |
$516K - $521K
|
7.7K
$637K
|
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
10+ 0.51% |
$818 - $827
|
1.97K
$162K
|
|
|
May 08, 2025
Q1 2025
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-2.41M- 98.28% |
$197M - $200M
|
42.3K
$3.49M
|
|
|
May 08, 2025
Q1 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
9.77K+ 195.67% |
$800K - $808K
|
14.8K
$1.22M
|
|
|
May 08, 2025
Q1 2025
|
Ssa Swiss Advisors Ag
Zurich, |
BUY
|
- |
20KNew |
$1.63M - $1.65M
|
20K
$1.65M
|
|
|
May 08, 2025
Q1 2025
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-253- 8.07% |
$20.7K - $20.9K
|
2.88K
$238K
|
|
|
May 08, 2025
Q1 2025
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-18.3K- 31.85% |
$1.5M - $1.51M
|
39.1K
$3.24M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-4.98K- 19.18% |
$407K - $412K
|
21K
$1.73M
|
|
|
May 08, 2025
Q1 2025
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-8.53K- 14.48% |
$698K - $705K
|
50.3K
$4.16M
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
42.4KNew |
$3.47M - $3.51M
|
42.4K
$3.5M
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-61- 0.61% |
$4.99K - $5.05K
|
9.94K
$821K
|
|
|
May 08, 2025
Q1 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
2.84KNew |
$232K - $235K
|
2.84K
$234K
|
|
|
May 08, 2025
Q1 2025
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-4.71K- 23.29% |
$385K - $389K
|
15.5K
$1.28M
|
|
|
May 08, 2025
Q1 2025
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-1.96K- 7.06% |
$160K - $162K
|
25.8K
$2.13M
|
|
|
May 08, 2025
Q1 2025
|
Lyell Wealth Management, LP
|
SELL
|
- |
-674- 15.02% |
$55.2K - $55.8K
|
3.81K
$315K
|
|
|
May 08, 2025
Q1 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-940- 16.4% |
$76.9K - $77.8K
|
4.79K
$396K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-576- 3.55% |
$47.1K - $47.7K
|
15.7K
$1.29M
|
|
|
May 08, 2025
Q1 2025
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
163+ 3.04% |
$13.3K - $13.5K
|
5.53K
$457K
|
|
|
May 08, 2025
Q1 2025
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-776- 3.79% |
$63.5K - $64.2K
|
19.7K
$1.63M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.07K+ 38.13% |
$87.6K - $88.6K
|
3.88K
$321K
|
|
|
May 08, 2025
Q1 2025
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-165- 1.45% |
$13.5K - $13.7K
|
11.2K
$930K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
2.8K+ 23.83% |
$229K - $232K
|
14.6K
$1.2M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-650- 8.9% |
$53.2K - $53.8K
|
6.65K
$550K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-401- 14.02% |
$32.8K - $33.2K
|
2.46K
$203K
|
|
|
May 08, 2025
Q1 2025
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-1.46K- 1.91% |
$120K - $121K
|
75.3K
$6.23M
|
|
|
May 08, 2025
Q1 2025
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
BUY
|
- |
11.6KNew |
$952K - $962K
|
11.6K
$961K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
8.65K+ 1.08% |
$708K - $715K
|
809K
$66.9M
|
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
SELL
|
- |
-164- 8.64% |
$13.4K - $13.6K
|
1.74K
$143K
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
BUY
|
- |
677+ 10.62% |
$55.4K - $56K
|
7.05K
$583K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
5.93K+ 22.73% |
$485K - $491K
|
32K
$2.65M
|