Latest Institutional Purchases of Ishares Barclays 1 3 Year Trea (SHY)
This list provides information on the latest institutional transactions involving Ishares Barclays 1 3 Year Trea (SHY) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 07, 2025
Q4 2024
|
Innova Wealth Partners
|
BUY
|
- |
258KNew |
$21.1M - $21.4M
|
258K
$21.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
BUY
|
- |
78.6K+ 331.84% |
$6.42M - $6.52M
|
102K
$8.4M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
76.9K+ 51.79% |
$6.28M - $6.38M
|
225K
$18.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
74.1K+ 99.71% |
$6.05M - $6.14M
|
148K
$12.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
68.6K+ 25.91% |
$5.61M - $5.69M
|
333K
$27.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
43.3KNew |
$3.54M - $3.59M
|
43.3K
$3.55M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
36.8K+ 12.15% |
$3.01M - $3.05M
|
340K
$27.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
35.3K+ 6.97% |
$2.88M - $2.93M
|
542K
$44.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
31.5K+ 613.46% |
$2.58M - $2.62M
|
36.7K
$3.01M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
31.3K+ 31.25% |
$2.56M - $2.59M
|
131K
$10.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
26.2K+ 126.26% |
$2.14M - $2.17M
|
46.9K
$3.85M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
20.2K+ 13.97% |
$1.65M - $1.67M
|
165K
$13.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
19.6K+ 777.05% |
$1.6M - $1.62M
|
22.1K
$1.81M
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
18.4K+ 22.38% |
$1.5M - $1.52M
|
101K
$8.26M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
12.4KNew |
$1.01M - $1.03M
|
12.4K
$1.02M
|
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
12.1KNew |
$988K - $1M
|
12.1K
$993K
|
|
|
Jan 17, 2025
Q4 2024
|
White Pine Investment CO
|
BUY
|
- |
11.4K+ 10.5% |
$931K - $945K
|
120K
$9.85M
|
|
|
Jan 14, 2025
Q4 2024
|
Strong Box Wealth, LLC
|
BUY
|
- |
11.2K+ 9.38% |
$911K - $925K
|
130K
$10.7M
|
|
|
Jan 08, 2025
Q4 2024
|
Farmers Trust CO
|
BUY
|
- |
9.6K+ 133.39% |
$784K - $796K
|
16.8K
$1.38M
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
8.43K+ 35.12% |
$688K - $699K
|
32.4K
$2.66M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
8.11K+ 10.76% |
$663K - $673K
|
83.5K
$6.86M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
6.93K+ 17.15% |
$566K - $575K
|
47.3K
$3.89M
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
6.88KNew |
$562K - $570K
|
6.88K
$565K
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
6.75K+ 194.64% |
$551K - $560K
|
10.2K
$839K
|
|
|
Jan 03, 2025
Q4 2024
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
6.21K+ 7.44% |
$507K - $515K
|
89.7K
$7.36M
|
|
|
Jan 14, 2025
Q4 2024
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
6.09K+ 173.74% |
$498K - $505K
|
9.6K
$788K
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
5.98K+ 6.19% |
$488K - $496K
|
103K
$8.42M
|
|
|
Jan 15, 2025
Q4 2024
|
Bts Asset Management, Inc.
|
BUY
|
- |
5.8KNew |
$474K - $481K
|
5.8K
$476K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
5.63KNew |
$459K - $466K
|
5.63K
$462K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
5.44K+ 133.78% |
$444K - $451K
|
9.5K
$780K
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
4.96K+ 44.93% |
$405K - $411K
|
16K
$1.31M
|
|
|
Jan 14, 2025
Q4 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
4.73K+ 47.75% |
$386K - $392K
|
14.6K
$1.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
4.42KNew |
$361K - $367K
|
4.42K
$363K
|
|
|
Jan 14, 2025
Q4 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
4.39K+ 8.8% |
$358K - $364K
|
54.2K
$4.45M
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
BUY
|
- |
4.37K+ 6.41% |
$357K - $362K
|
72.5K
$5.95M
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
4.35KNew |
$355K - $360K
|
4.35K
$357K
|
|
|
Jan 13, 2025
Q4 2024
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
3.84KNew |
$314K - $318K
|
3.84K
$315K
|
|
|
Jan 13, 2025
Q4 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
3.82K+ 17.57% |
$312K - $317K
|
25.6K
$2.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
3.68K+ 14.82% |
$301K - $305K
|
28.5K
$2.34M
|
|
|
Jan 15, 2025
Q4 2024
|
J2 Capital Management Inc
|
BUY
|
- |
3.57KNew |
$291K - $296K
|
3.57K
$293K
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
3.37K+ 107.39% |
$275K - $280K
|
6.51K
$535K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
3.33K+ 11.64% |
$272K - $276K
|
31.9K
$2.62M
|
|
|
Jan 13, 2025
Q4 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
3.17KNew |
$259K - $263K
|
3.17K
$260K
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
3.1KNew |
$253K - $257K
|
3.1K
$255K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
3.04K+ 35.83% |
$249K - $252K
|
11.5K
$947K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
2.92K+ 3.34% |
$238K - $242K
|
90.2K
$7.41M
|
|
|
Jan 14, 2025
Q4 2024
|
Freestate Advisors LLC
Overland Park, KS |
BUY
|
- |
2.87K+ 12.58% |
$235K - $238K
|
25.7K
$2.11M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballast, Inc.
|
BUY
|
- |
2.78K+ 1.87% |
$227K - $230K
|
151K
$12.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.64K+ 25.99% |
$216K - $219K
|
12.8K
$1.05M
|
|
|
Jan 16, 2025
Q4 2024
|
Moulton Wealth Management, Inc
|
BUY
|
- |
2.59K+ 23.66% |
$212K - $215K
|
13.6K
$1.11M
|