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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2024
Q4 2023
|
Anthracite Investment Company, Inc.
Fort Worth, TX |
BUY
|
- |
42.5KNew |
$3.43M - $3.49M
|
42.5K
$3.49M
|
|
|
Feb 02, 2024
Q4 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
33KNew |
$2.66M - $2.7M
|
33K
$2.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Adar1 Capital Management, LLC
Austin, TX |
BUY
|
- |
15KNew |
$1.21M - $1.23M
|
15K
$1.23M
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
CALL |
15KNew |
$1.21M - $1.23M
|
15K
$1.23M
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
14.8K+ 2.6% |
$1.19M - $1.22M
|
584K
$47.9M
|
|
|
Jan 09, 2024
Q4 2023
|
Sarasin & Partners LLP
|
BUY
|
- |
14KNew |
$1.13M - $1.15M
|
14K
$1.15M
|
|
|
Feb 05, 2024
Q4 2023
|
Searle & Co.
|
BUY
|
- |
11.5KNew |
$927K - $943K
|
11.5K
$943K
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
9.5KNew |
$766K - $779K
|
9.5K
$779K
|
|
|
Jan 08, 2024
Q4 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
7.08KNew |
$571K - $581K
|
7.08K
$581K
|
|
|
Jan 10, 2024
Q4 2023
|
First Community Trust Na
|
BUY
|
- |
6.67K+ 41.38% |
$538K - $548K
|
22.8K
$1.87M
|
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
6.29KNew |
$507K - $516K
|
6.29K
$516K
|
|
|
Feb 07, 2024
Q4 2023
|
Summa Corp.
Tomball, TX |
BUY
|
- |
6KNew |
$484K - $492K
|
6K
$492K
|
|
|
Jan 18, 2024
Q4 2023
|
Fulcrum Equity Management
|
BUY
|
- |
5.75KNew |
$464K - $472K
|
5.75K
$472K
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
5.29KNew |
$427K - $434K
|
5.29K
$434K
|
|
|
Feb 14, 2024
Q4 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
5.15KNew |
$415K - $422K
|
5.15K
$422K
|
|
|
Feb 14, 2024
Q4 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
3.83KNew |
$309K - $314K
|
3.83K
$314K
|
|
|
Mar 01, 2024
Q4 2023
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
3.46KNew |
$279K - $284K
|
3.46K
$284K
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
3.29KNew |
$265K - $270K
|
3.29K
$270K
|
|
|
Feb 05, 2024
Q4 2023
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
3.2KNew |
$258K - $263K
|
3.2K
$262K
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
3.04KNew |
$245K - $250K
|
3.04K
$250K
|
|
|
Jan 12, 2024
Q4 2023
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
2.89KNew |
$233K - $237K
|
2.89K
$237K
|
|
|
Feb 09, 2024
Q4 2023
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
2.72KNew |
$219K - $223K
|
2.72K
$223K
|
|
|
Feb 09, 2024
Q4 2023
|
Awm Capital, LLC
|
BUY
|
- |
2.69KNew |
$216K - $220K
|
2.69K
$220K
|
|
|
Feb 09, 2024
Q4 2023
|
Dean Investment Associates, LLC
Beavercreek, OH |
BUY
|
- |
2.63KNew |
$212K - $215K
|
2.63K
$215K
|
|
|
Jan 24, 2024
Q4 2023
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
2.46KNew |
$198K - $202K
|
2.46K
$202K
|
|
|
Jan 19, 2024
Q4 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
1.84K+ 36.24% |
$148K - $151K
|
6.91K
$566K
|
|
|
Feb 14, 2024
Q4 2023
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
1.6KNew |
$129K - $131K
|
1.6K
$131K
|
|
|
Jan 03, 2024
Q4 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
1.52K+ 58.02% |
$122K - $125K
|
4.14K
$339K
|
|
|
Feb 02, 2024
Q4 2023
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
1.2K+ 5.45% |
$96.7K - $98.4K
|
23.2K
$1.9M
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
777New |
$62.6K - $63.7K
|
777
$63.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
717New |
$57.8K - $58.8K
|
717
$58.8K
|
|
|
Jan 16, 2024
Q4 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
673New |
$54.3K - $55.2K
|
673
$55.2K
|
|
|
Jan 11, 2024
Q4 2023
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
454+ 2.51% |
$36.6K - $37.2K
|
18.6K
$1.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
366+ 9.52% |
$29.5K - $30K
|
4.21K
$345K
|
|
|
Jan 02, 2024
Q4 2023
|
Appleton Partners Inc
|
BUY
|
- |
344+ 10.83% |
$27.7K - $28.2K
|
3.52K
$289K
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
302+ 1118.52% |
$24.3K - $24.8K
|
329
$27K
|
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
275+ 5.41% |
$22.2K - $22.6K
|
5.36K
$440K
|
|
|
Feb 09, 2024
Q4 2023
|
Banque Pictet & Cie Sa
|
BUY
|
- |
265+ 5.1% |
$21.4K - $21.7K
|
5.46K
$448K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
241+ 2.59% |
$19.4K - $19.8K
|
9.53K
$782K
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
197New |
$15.9K - $16.2K
|
197
$16.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Family Management Corp
New York, NY |
BUY
|
- |
186+ 11.71% |
$15K - $15.3K
|
1.77K
$146K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
147New |
$11.9K - $12.1K
|
147
$12.1K
|
|
|
Jan 22, 2024
Q4 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
127New |
$10.2K - $10.4K
|
127
$10.4K
|
|
|
Jan 24, 2024
Q4 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
125+ 1.35% |
$10.1K - $10.3K
|
9.38K
$769K
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
114+ 4.45% |
$9.19K - $9.35K
|
2.67K
$219K
|
|
|
Jan 09, 2024
Q4 2023
|
Enterprise Bank & Trust CO
|
BUY
|
- |
100+ 0.9% |
$8.06K - $8.2K
|
11.2K
$916K
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
90New |
$7.26K - $7.38K
|
90
$7.38K
|
|
|
Feb 14, 2024
Q4 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
82+ 1.16% |
$6.61K - $6.73K
|
7.12K
$584K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
BUY
|
- |
66New |
$5.32K - $5.41K
|
66
$5.41K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
49New |
$3.95K - $4.02K
|
49
$4.02K
|