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 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-161K- 84.74% |
$13.1M - $13.4M
|
28.9K
$2.37M
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
79K+ 526760.0% |
$6.42M - $6.58M
|
79K
$6.48M
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
696+ 3.47% |
$56.6K - $58K
|
20.8K
$1.7M
|
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
100New |
$8.13K - $8.33K
|
100
$8.2K
|
|
|
Nov 04, 2024
Q3 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
41K+ 21.44% |
$3.33M - $3.41M
|
232K
$19M
|
|
|
Nov 04, 2024
Q3 2024
|
Brickley Wealth Management
|
BUY
|
- |
1.13K+ 28.2% |
$91.5K - $93.7K
|
5.12K
$420K
|
|
|
Nov 04, 2024
Q3 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-85- 1.08% |
$6.91K - $7.08K
|
7.82K
$641K
|
|
|
Nov 04, 2024
Q3 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-906- 6.01% |
$73.7K - $75.5K
|
14.2K
$1.16M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
5.13K+ 70.42% |
$417K - $427K
|
12.4K
$1.02M
|
|
|
Nov 04, 2024
Q3 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
3.03KNew |
$246K - $252K
|
3.03K
$248K
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
3.14K+ 4.95% |
$256K - $262K
|
66.7K
$5.47M
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
BUY
|
- |
4.69K+ 15.59% |
$381K - $390K
|
34.8K
$2.85M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
863+ 4.12% |
$70.2K - $71.9K
|
21.8K
$1.79M
|
|
|
Nov 04, 2024
Q3 2024
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
884+ 1.14% |
$71.9K - $73.6K
|
78.3K
$6.42M
|
|
|
Nov 04, 2024
Q3 2024
|
Platform Technology Partners
|
SELL
|
- |
-4.65K- 13.01% |
$378K - $387K
|
31.1K
$2.55M
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
2.7K+ 16.05% |
$220K - $225K
|
19.5K
$1.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
258+ 8.78% |
$21K - $21.5K
|
3.2K
$262K
|
|
|
Nov 04, 2024
Q3 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-2.77K- 7.4% |
$225K - $231K
|
34.6K
$2.84M
|
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-1.73K- 9.21% |
$141K - $144K
|
17.1K
$1.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-4.17K- 51.71% |
$339K - $347K
|
3.9K
$320K
|
|
|
Nov 04, 2024
Q3 2024
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-60- 4.89% |
$4.88K - $5K
|
1.17K
$95.7K
|
|
|
Nov 04, 2024
Q3 2024
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
1.65K+ 44.19% |
$134K - $137K
|
5.37K
$441K
|
|
|
Nov 04, 2024
Q3 2024
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
4.21K+ 13.56% |
$342K - $351K
|
35.3K
$2.89M
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
SELL
|
- |
-240- 2.69% |
$19.5K - $20K
|
8.69K
$713K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
25.1K+ 10.25% |
$2.04M - $2.09M
|
270K
$22.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
10.1K+ 3.22% |
$819K - $839K
|
323K
$26.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.88K- 6.3% |
$153K - $156K
|
27.9K
$2.29M
|
|
|
Nov 04, 2024
Q3 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
684+ 3.48% |
$55.6K - $57K
|
20.3K
$1.67M
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
5+ 0.06% |
$407 - $416
|
8.42K
$691K
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
30.5K+ 25.89% |
$2.48M - $2.54M
|
148K
$12.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-2.8K- 3.99% |
$227K - $233K
|
67.2K
$5.51M
|
|
|
Nov 01, 2024
Q3 2024
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
8.56K+ 6.37% |
$696K - $713K
|
143K
$11.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
580+ 40.45% |
$47.2K - $48.3K
|
2.01K
$165K
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-5.97K- 2.36% |
$486K - $497K
|
247K
$20.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Rovin Capital
|
SELL
|
- |
-8.22K- 25.77% |
$668K - $685K
|
23.7K
$1.94M
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
17+ 3.19% |
$1.38K - $1.42K
|
550
$45.1K
|
|
|
Nov 01, 2024
Q3 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-3.25K- 8.7% |
$264K - $271K
|
34.1K
$2.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
27+ 0.66% |
$2.2K - $2.25K
|
4.12K
$338K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-60.8K- 64.36% |
$4.94M - $5.06M
|
33.7K
$2.76M
|
|
|
Nov 01, 2024
Q3 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
22.6K+ 46.89% |
$1.84M - $1.89M
|
70.9K
$5.82M
|
|
|
Nov 01, 2024
Q3 2024
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
14+ 0.05% |
$1.14K - $1.17K
|
30.4K
$2.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
4.23K+ 37.02% |
$344K - $353K
|
15.7K
$1.29M
|
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
BUY
|
- |
15.3K+ 22.79% |
$1.24M - $1.27M
|
82.2K
$6.74M
|
|
|
Nov 01, 2024
Q3 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-754- 8.77% |
$61.3K - $62.8K
|
7.85K
$644K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-169- 15.1% |
$13.7K - $14.1K
|
950
$77.9K
|
|
|
Nov 01, 2024
Q3 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-830- 59.29% |
$67.5K - $69.1K
|
570
$46.8K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-5.31M- 71.64% |
$431M - $442M
|
2.1M
$172M
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-24- 0.49% |
$1.95K - $2K
|
4.92K
$403K
|
|
|
Nov 01, 2024
Q3 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-1.5K- 8.99% |
$122K - $125K
|
15.2K
$1.25M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
7.55K+ 3.58% |
$614K - $629K
|
218K
$17.9M
|