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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2023
Q2 2023
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
49.7KNew |
$4.03M - $4.1M
|
49.7K
$4.08M
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
46.3K+ 17.66% |
$3.76M - $3.82M
|
309K
$25.3M
|
|
|
Aug 15, 2023
Q2 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
28.2KNew |
$2.29M - $2.33M
|
28.2K
$2.32M
|
|
|
Aug 02, 2023
Q2 2023
|
Efg Capital International Corp.
Miami, FL |
BUY
|
- |
23KNew |
$1.87M - $1.9M
|
23K
$1.89M
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
22.6KNew |
$1.83M - $1.86M
|
22.6K
$1.86M
|
|
|
Aug 09, 2023
Q2 2023
|
Brio Consultants, LLC
|
BUY
|
- |
18.7K+ 7.99% |
$1.52M - $1.54M
|
253K
$20.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
PUT |
11.4KNew |
$923K - $938K
|
11.4K
$934K
|
|
|
Aug 11, 2023
Q2 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
PUT |
10KNew |
$811K - $824K
|
10K
$820K
|
|
|
Jul 21, 2023
Q2 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
9.25KNew |
$750K - $763K
|
9.25K
$759K
|
|
|
Jul 28, 2023
Q2 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
8.75K+ 36.51% |
$709K - $721K
|
32.7K
$2.68M
|
|
|
Jul 12, 2023
Q2 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
7.39K+ 6.24% |
$599K - $609K
|
126K
$10.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
7.28K+ 6737.04% |
$590K - $600K
|
7.38K
$606K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
7.27KNew |
$589K - $599K
|
7.27K
$596K
|
|
|
Jul 11, 2023
Q2 2023
|
Affiance Financial, LLC
|
BUY
|
- |
6.2KNew |
$502K - $511K
|
6.2K
$508K
|
|
|
Aug 01, 2023
Q2 2023
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
5.9KNew |
$478K - $486K
|
5.9K
$484K
|
|
|
Aug 08, 2023
Q2 2023
|
Affinia Financial Group, LLC
Burlington, MA |
BUY
|
- |
5.71K+ 110.73% |
$463K - $470K
|
10.9K
$891K
|
|
|
Aug 11, 2023
Q2 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
5.15K+ 29.93% |
$418K - $425K
|
22.4K
$1.84M
|
|
|
Aug 07, 2023
Q2 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
4.7KNew |
$381K - $387K
|
4.7K
$385K
|
|
|
Aug 11, 2023
Q2 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
3.72K+ 108.62% |
$301K - $306K
|
7.14K
$585K
|
|
|
Jul 11, 2023
Q2 2023
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
3.32KNew |
$269K - $274K
|
3.32K
$273K
|
|
|
Jul 31, 2023
Q2 2023
|
Montis Financial, LLC
|
BUY
|
- |
2.86KNew |
$232K - $236K
|
2.86K
$235K
|
|
|
Jul 11, 2023
Q2 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
2.77KNew |
$225K - $228K
|
2.77K
$227K
|
|
|
Aug 14, 2023
Q2 2023
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
BUY
|
- |
2.73KNew |
$221K - $225K
|
2.73K
$224K
|
|
|
Aug 10, 2023
Q2 2023
|
Sbb Research Group LLC
|
BUY
|
- |
2.73KNew |
$221K - $225K
|
2.73K
$224K
|
|
|
Aug 10, 2023
Q2 2023
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
2.64KNew |
$214K - $218K
|
2.64K
$217K
|
|
|
Aug 11, 2023
Q2 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
2.56KNew |
$207K - $211K
|
2.56K
$210K
|
|
|
Jul 25, 2023
Q2 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
2.53KNew |
$205K - $209K
|
2.53K
$208K
|
|
|
Aug 03, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
2.49KNew |
$202K - $205K
|
2.49K
$204K
|
|
|
Aug 11, 2023
Q2 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
2.47K+ 22.59% |
$200K - $203K
|
13.4K
$1.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
2.27KNew |
$184K - $187K
|
2.27K
$186K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
2.2K+ 32.12% |
$178K - $181K
|
9.05K
$742K
|
|
|
Jul 28, 2023
Q2 2023
|
Detalus Advisors, LLC
|
BUY
|
- |
1.82K+ 11.01% |
$148K - $150K
|
18.3K
$1.5M
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
1.52KNew |
$123K - $125K
|
1.52K
$125K
|
|
|
Jul 17, 2023
Q2 2023
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
768+ 3.75% |
$62.2K - $63.3K
|
21.3K
$1.74M
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
705+ 15.25% |
$57.1K - $58.1K
|
5.33K
$437K
|
|
|
Aug 09, 2023
Q2 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
324New |
$26.3K - $26.7K
|
324
$26.6K
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
300+ 272.73% |
$24.3K - $24.7K
|
410
$33.6K
|
|
|
Jul 18, 2023
Q2 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
171New |
$13.9K - $14.1K
|
171
$14K
|
|
|
Jul 19, 2023
Q2 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
170+ 1.95% |
$13.8K - $14K
|
8.9K
$730K
|
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
111New |
$9K - $9.15K
|
111
$9.11K
|
|
|
Aug 07, 2023
Q2 2023
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
100New |
$8.11K - $8.24K
|
100
$8.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
97New |
$7.86K - $7.99K
|
97
$7.96K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
44New |
$3.57K - $3.63K
|
44
$3.61K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
39+ 6.15% |
$3.16K - $3.21K
|
673
$55.2K
|
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
38+ 22.22% |
$3.08K - $3.13K
|
209
$17.1K
|
|
|
Aug 01, 2023
Q2 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
32+ 0.38% |
$2.59K - $2.64K
|
8.45K
$693K
|
|
|
Jul 20, 2023
Q2 2023
|
Round Rock Advisors, LLC
|
BUY
|
- |
24+ 0.7% |
$1.95K - $1.98K
|
3.45K
$283K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
3+ 0.64% |
$243 - $247
|
475
$39K
|
|
|
Aug 14, 2023
Q2 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
$81.1 - $82.4
|
1
$82
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
1+ 0.07% |
$81.1 - $82.4
|
1.45K
$119K
|