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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
25+ 1.01% |
$2.03K - $2.08K
|
2.51K
$206K
|
|
|
Oct 24, 2024
Q3 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
24+ 1.01% |
$1.95K - $2K
|
2.4K
$196K
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
BUY
|
- |
22+ 0.12% |
$1.79K - $1.83K
|
18.4K
$1.51M
|
|
|
Oct 23, 2024
Q3 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
21+ 0.97% |
$1.71K - $1.75K
|
2.19K
$179K
|
|
|
Oct 23, 2024
Q3 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
20+ 0.5% |
$1.63K - $1.67K
|
4.06K
$333K
|
|
|
Oct 15, 2024
Q3 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
20+ 0.38% |
$1.63K - $1.67K
|
5.3K
$435K
|
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
20New |
$1.63K - $1.67K
|
20
$1.64K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
19+ 0.98% |
$1.54K - $1.58K
|
1.97K
$161K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
17+ 3.19% |
$1.38K - $1.42K
|
550
$45.1K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
17+ 0.55% |
$1.38K - $1.42K
|
3.11K
$255K
|
|
|
Oct 15, 2024
Q3 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
17+ 1.05% |
$1.38K - $1.42K
|
1.63K
$134K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
16+ 3.18% |
$1.3K - $1.33K
|
519
$42.6K
|
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
16+ 0.23% |
$1.3K - $1.33K
|
6.95K
$570K
|
|
|
Oct 07, 2024
Q3 2024
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
16+ 0.53% |
$1.3K - $1.33K
|
3.04K
$249K
|
|
|
Oct 03, 2024
Q3 2024
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
16+ 0.97% |
$1.3K - $1.33K
|
1.67K
$137K
|
|
|
Oct 30, 2024
Q3 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
15+ 0.49% |
$1.22K - $1.25K
|
3.06K
$251K
|
|
|
Nov 01, 2024
Q3 2024
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
14+ 0.05% |
$1.14K - $1.17K
|
30.4K
$2.5M
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
11+ 0.27% |
$894 - $916
|
4.1K
$336K
|
|
|
Nov 12, 2024
Q3 2024
|
Gen Trust, LLC
|
BUY
|
- |
10+ 0.05% |
$813 - $833
|
19.8K
$1.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
9New |
$732 - $750
|
9
$738
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
9+ 0.25% |
$732 - $750
|
3.6K
$295K
|
|
|
Oct 21, 2024
Q3 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
8+ 0.04% |
$650 - $666
|
21.7K
$1.78M
|
|
|
Oct 15, 2024
Q3 2024
|
Alhambra Investment Partners LLC
|
BUY
|
- |
7+ 0.06% |
$569 - $583
|
11.3K
$925K
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
6+ 0.17% |
$488 - $500
|
3.59K
$294K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
5+ 0.06% |
$407 - $416
|
8.42K
$691K
|
|
|
Oct 03, 2024
Q3 2024
|
Rockland Trust CO
|
BUY
|
- |
5+ 0.04% |
$407 - $416
|
11.5K
$942K
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
4+ 8.7% |
$325 - $333
|
50
$4.1K
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
4+ 1.27% |
$325 - $333
|
319
$26.2K
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
3+ 1.09% |
$244 - $250
|
277
$22.7K
|
|
|
Oct 23, 2024
Q3 2024
|
Mainstay Capital Management LLC
|
BUY
|
- |
3+ 0.04% |
$244 - $250
|
6.98K
$573K
|
|
|
Oct 21, 2024
Q3 2024
|
Rmr Wealth Builders
|
BUY
|
- |
3+ 0.01% |
$244 - $250
|
30.1K
$2.47M
|
|
|
Nov 12, 2024
Q3 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
2+ 0.73% |
$163 - $167
|
275
$22.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 0.65% |
$81.3 - $83.3
|
156
$12.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
1+ 0.03% |
$81.3 - $83.3
|
3.18K
$261K
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.14% |
$81.3 - $83.3
|
738
$60.5K
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
1New |
$81.3 - $83.3
|
1
$82
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.02% |
$81.3 - $83.3
|
4.65K
$381K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
480K+ 3924.49% |
$38.9M - $39.2M
|
492K
$40.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
300K+ 374.84% |
$24.3M - $24.5M
|
380K
$31.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Amundi
Paris, I0 |
BUY
|
- |
263K+ 73.2% |
$21.3M - $21.4M
|
621K
$50.9M
|
|
|
Jul 17, 2024
Q2 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
169KNew |
$13.7M - $13.8M
|
169K
$13.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Carmenna Advisors LLC
New York, NY |
BUY
|
- |
162KNew |
$13.1M - $13.2M
|
162K
$13.3M
|
|
|
Jul 02, 2024
Q2 2024
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
137K+ 338.13% |
$11.1M - $11.2M
|
178K
$14.6M
|
|
|
Jul 22, 2024
Q2 2024
|
Blue Drive Global Investors LLP
London, X0 |
BUY
|
- |
95.9K+ 269.89% |
$7.77M - $7.83M
|
131K
$10.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Rock Creek Group, LP
|
BUY
|
- |
67.4KNew |
$5.46M - $5.5M
|
67.4K
$5.52M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
64K+ 25.48% |
$5.19M - $5.22M
|
315K
$25.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
39.7KNew |
$3.21M - $3.24M
|
39.7K
$3.25M
|
|
|
Jul 30, 2024
Q2 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
25KNew |
$2.03M - $2.04M
|
25K
$2.05M
|
|
|
Jul 22, 2024
Q2 2024
|
Matson Money. Inc.
|
BUY
|
- |
20.5K+ 1.5% |
$1.66M - $1.67M
|
1.39M
$114M
|
|
|
Jul 23, 2024
Q2 2024
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
19.4K+ 14.73% |
$1.58M - $1.59M
|
151K
$12.4M
|
|