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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
3.97KNew |
$324K - $327K
|
3.97K
$326K
|
|
|
May 14, 2024
Q1 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
3.83KNew |
$312K - $315K
|
3.83K
$314K
|
|
|
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
3.82KNew |
$312K - $315K
|
3.82K
$314K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
3.44KNew |
$280K - $283K
|
3.44K
$282K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
3.14K+ 2.37% |
$256K - $258K
|
136K
$11.1M
|
|
|
May 03, 2024
Q1 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
2.97KNew |
$242K - $245K
|
2.97K
$244K
|
|
|
May 15, 2024
Q1 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
2.89KNew |
$235K - $238K
|
2.89K
$237K
|
|
|
Apr 30, 2024
Q1 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
2.76KNew |
$225K - $227K
|
2.76K
$226K
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.56KNew |
$209K - $211K
|
2.56K
$210K
|
|
|
May 15, 2024
Q1 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
2.47KNew |
$201K - $203K
|
2.47K
$202K
|
|
|
May 14, 2024
Q1 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
2.45KNew |
$200K - $202K
|
2.45K
$201K
|
|
|
May 10, 2024
Q1 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
1.6K+ 27.7% |
$131K - $132K
|
7.39K
$606K
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
1.5KNew |
$122K - $124K
|
1.5K
$123K
|
|
|
Apr 23, 2024
Q1 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
1.37K+ 8.04% |
$111K - $112K
|
18.4K
$1.51M
|
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
1.35KNew |
$110K - $111K
|
1.35K
$111K
|
|
|
May 23, 2024
Q1 2024
|
Community Trust & Investment CO
|
BUY
|
- |
1.19K+ 4.44% |
$96.6K - $97.7K
|
27.9K
$2.29M
|
|
|
Apr 23, 2024
Q1 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
987+ 2.12% |
$80.4K - $81.3K
|
47.4K
$3.89M
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
782New |
$63.7K - $64.4K
|
782
$64.1K
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
569+ 8.25% |
$46.4K - $46.9K
|
7.47K
$613K
|
|
|
Apr 22, 2024
Q1 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
400+ 8.87% |
$32.6K - $32.9K
|
4.91K
$403K
|
|
|
May 10, 2024
Q1 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
298New |
$24.3K - $24.5K
|
298
$24.4K
|
|
|
Apr 15, 2024
Q1 2024
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
205+ 5.72% |
$16.7K - $16.9K
|
3.79K
$311K
|
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
122+ 2.15% |
$9.94K - $10K
|
5.78K
$474K
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
79New |
$6.44K - $6.5K
|
79
$6.48K
|
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
64+ 3.32% |
$5.22K - $5.27K
|
1.99K
$163K
|
|
|
Nov 12, 2024
Q1 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
51+ 22.37% |
$4.16K - $4.2K
|
279
$22.9K
|
|
|
Apr 29, 2024
Q1 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
43+ 0.38% |
$3.5K - $3.54K
|
11.2K
$923K
|
|
|
May 03, 2024
Q1 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
42New |
$3.42K - $3.46K
|
42
$3.45K
|
|
|
Apr 23, 2024
Q1 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
34New |
$2.77K - $2.8K
|
34
$2.79K
|
|
|
May 01, 2024
Q1 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
22New |
$1.79K - $1.81K
|
22
$1.8K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
21New |
$1.71K - $1.73K
|
21
$1.72K
|
|
|
Apr 22, 2024
Q1 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
15+ 0.51% |
$1.22K - $1.24K
|
2.94K
$241K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
4+ 11.11% |
$326 - $329
|
40
$3.28K
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1+ 100.0% |
$81.5 - $82.3
|
2
$164
|
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
1+ 0.89% |
$81.5 - $82.3
|
113
$9.27K
|
|
|
Apr 23, 2024
Q1 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2023 | |||||||
|
Feb 15, 2024
Q4 2023
|
Barclays PLC
London, X0 |
BUY
|
PUT |
975KNew |
$78.6M - $80M
|
975K
$80M
|
|
|
Feb 14, 2024
Q4 2023
|
Centiva Capital, LP
New York, NY |
BUY
|
PUT |
688KNew |
$55.5M - $56.4M
|
688K
$56.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Scopus Asset Management, L.P.
New York, NY |
BUY
|
- |
619KNew |
$49.9M - $50.8M
|
619K
$50.8M
|
|
|
Jan 31, 2024
Q4 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
437KNew |
$35.2M - $35.8M
|
437K
$35.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Hap Trading, LLC
New York, NY |
BUY
|
PUT |
250KNew |
$20.2M - $20.5M
|
250K
$20.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
PUT |
250KNew |
$20.2M - $20.5M
|
250K
$20.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
233KNew |
$18.8M - $19.2M
|
233K
$19.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Adroit Compliance, LLC
Rockford, IL |
BUY
|
- |
189KNew |
$15.2M - $15.5M
|
189K
$15.5M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
143K+ 7889.38% |
$11.6M - $11.8M
|
145K
$11.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
140KNew |
$11.3M - $11.5M
|
140K
$11.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Win Advisors, Inc
|
BUY
|
- |
130KNew |
$10.5M - $10.7M
|
130K
$10.7M
|
|
|
Jan 10, 2024
Q4 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
121KNew |
$9.77M - $9.94M
|
121K
$9.94M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
101KNew |
$8.14M - $8.28M
|
101K
$8.28M
|
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
50.8K+ 1270600.0% |
$4.1M - $4.17M
|
50.8K
$4.17M
|
|