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 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
14.9K+ 11.52% |
$1.22M - $1.24M
|
145K
$12M
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
9.16KNew |
$750K - $758K
|
9.16K
$757K
|
|
|
May 08, 2025
Q1 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-1.54M- 98.79% |
$126M - $128M
|
18.9K
$1.56M
|
|
|
May 07, 2025
Q1 2025
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
8.14K+ 10.02% |
$666K - $673K
|
89.3K
$7.38M
|
|
|
May 07, 2025
Q1 2025
|
Objective Capital Management, LLC
|
BUY
|
- |
273+ 1.65% |
$22.3K - $22.6K
|
16.8K
$1.39M
|
|
|
May 07, 2025
Q1 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-2.18K- 9.41% |
$178K - $180K
|
20.9K
$1.73M
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
9.13K+ 15.98% |
$747K - $756K
|
66.3K
$5.48M
|
|
|
May 07, 2025
Q1 2025
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
128+ 0.71% |
$10.5K - $10.6K
|
18.2K
$1.5M
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
19.8K+ 50.94% |
$1.62M - $1.64M
|
58.6K
$4.85M
|
|
|
May 07, 2025
Q1 2025
|
Benedict Financial Advisors Inc
|
BUY
|
- |
401+ 3.05% |
$32.8K - $33.2K
|
13.5K
$1.12M
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
BUY
|
- |
941+ 4.77% |
$77K - $77.8K
|
20.7K
$1.71M
|
|
|
May 07, 2025
Q1 2025
|
Wernau Asset Management Inc.
Gloucester, MA |
SELL
|
- |
-259- 5.89% |
$21.2K - $21.4K
|
4.14K
$342K
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
14.3K+ 346.76% |
$1.17M - $1.18M
|
18.4K
$1.52M
|
|
|
May 07, 2025
Q1 2025
|
Bearing Point Capital, LLC
Bloomington, MN |
SELL
|
- |
-42.5K- 34.85% |
$3.48M - $3.52M
|
79.5K
$6.57M
|
|
|
May 07, 2025
Q1 2025
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
BUY
|
- |
2.43KNew |
$199K - $201K
|
2.43K
$201K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-7.3K- 4.05% |
$597K - $604K
|
173K
$14.3M
|
|
|
May 07, 2025
Q1 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
8.7K+ 22.08% |
$712K - $719K
|
48.1K
$3.97M
|
|
|
May 07, 2025
Q1 2025
|
Ballast Advisors LLC
|
SELL
|
- |
-701- 19.02% |
$57.4K - $58K
|
2.99K
$247K
|
|
|
May 07, 2025
Q1 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
13+ 0.59% |
$1.06K - $1.08K
|
2.23K
$184K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
418K+ 6.49% |
$34.2M - $34.6M
|
6.86M
$567M
|
|
|
May 07, 2025
Q1 2025
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-337- 0.95% |
$27.6K - $27.9K
|
35.1K
$2.9M
|
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-17.7K- 62.1% |
$1.45M - $1.46M
|
10.8K
$891K
|
|
|
May 07, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-6.13K- 98.79% |
$502K - $507K
|
75
$6.2K
|
|
|
May 07, 2025
Q1 2025
|
Bellwether Advisors, LLC
|
SELL
|
- |
-380- 79.66% |
$31.1K - $31.4K
|
97
$8.02K
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
6+ 0.37% |
$491 - $496
|
1.63K
$135K
|
|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-3.35K- 27.21% |
$274K - $277K
|
8.97K
$741K
|
|
|
May 07, 2025
Q1 2025
|
Financial Management Network Inc
|
BUY
|
- |
3.29K+ 10.31% |
$269K - $272K
|
35.2K
$2.91M
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
BUY
|
- |
2.43K+ 6.08% |
$199K - $201K
|
42.5K
$3.51M
|
|
|
May 07, 2025
Q1 2025
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
5.81K+ 223.94% |
$475K - $481K
|
8.4K
$695K
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
1.25K+ 8.29% |
$102K - $104K
|
16.4K
$1.35M
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-554- 15.34% |
$45.3K - $45.8K
|
3.06K
$253K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-11.9K- 49.74% |
$973K - $983K
|
12K
$993K
|
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-768- 11.46% |
$62.8K - $63.5K
|
5.93K
$490K
|
|
|
May 06, 2025
Q1 2025
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
51+ 1.31% |
$4.17K - $4.22K
|
3.95K
$326K
|
|
|
May 06, 2025
Q1 2025
|
De Dora Capital, Inc.
|
SELL
|
- |
-332- 5.14% |
$27.2K - $27.5K
|
6.12K
$506K
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
3.28K+ 3.05% |
$268K - $271K
|
111K
$9.16M
|
|
|
May 06, 2025
Q1 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
4.18K+ 0.64% |
$342K - $346K
|
656K
$54.2M
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
SELL
|
- |
-1.31K- 1.57% |
$107K - $108K
|
81.8K
$6.76M
|
|
|
May 06, 2025
Q1 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
1.02M+ 460.67% |
$83.4M - $84.3M
|
1.24M
$103M
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-349- 1.86% |
$28.6K - $28.9K
|
18.4K
$1.52M
|
|
|
May 06, 2025
Q1 2025
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-116K- 58.3% |
$9.48M - $9.58M
|
82.8K
$6.84M
|
|
|
May 06, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
12.1KNew |
$987K - $997K
|
12.1K
$997K
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-20- 43.48% |
$1.64K - $1.65K
|
26
$2.15K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.67K- 9.39% |
$300K - $304K
|
35.4K
$2.92M
|
|
|
May 06, 2025
Q1 2025
|
Garrison Bradford & Associates Inc
New York, NY |
BUY
|
- |
500New |
$40.9K - $41.4K
|
500
$41.3K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
9+ 0.04% |
$736 - $745
|
24.1K
$1.99M
|
|
|
May 06, 2025
Q1 2025
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
4+ 0.03% |
$327 - $331
|
15.3K
$1.27M
|
|
|
May 06, 2025
Q1 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
2.06K+ 32.0% |
$169K - $170K
|
8.5K
$702K
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
4.54KNew |
$371K - $375K
|
4.54K
$375K
|
|
|
May 06, 2025
Q1 2025
|
Dorsey Wright & Associates
|
SELL
|
- |
-2.78K- 32.79% |
$228K - $230K
|
5.71K
$472K
|