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 |
---|---|---|---|---|---|---|---|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
385New |
$31.2K - $31.4K
|
385
$31.8K
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
299New |
$24.2K - $24.4K
|
299
$24.7K
|
|
Aug 13, 2024
Q2 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
286New |
$23.2K - $23.4K
|
286
$23.6K
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
282New |
$22.9K - $23K
|
282
$23.3K
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
BUY
|
- |
260New |
$21.1K - $21.2K
|
260
$21.5K
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
244New |
$19.8K - $19.9K
|
244
$20.2K
|
|
Jul 12, 2024
Q2 2024
|
Gleason Group, Inc.
|
BUY
|
- |
210New |
$17K - $17.1K
|
210
$17.4K
|
|
Aug 13, 2024
Q2 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
173New |
$14K - $14.1K
|
173
$14.3K
|
|
Aug 14, 2024
Q2 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
159New |
$12.9K - $13K
|
159
$13.1K
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
125+ 29.07% |
$10.1K - $10.2K
|
555
$45.9K
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
64New |
$5.19K - $5.23K
|
64
$5.29K
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
BUY
|
- |
40+ 0.44% |
$3.24K - $3.27K
|
9.06K
$749K
|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
30New |
$2.43K - $2.45K
|
30
$2.48K
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
26New |
$2.11K - $2.12K
|
26
$2.15K
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
22+ 1.24% |
$1.78K - $1.8K
|
1.79K
$148K
|
|
Aug 14, 2024
Q2 2024
|
Gould Capital, LLC
|
BUY
|
- |
1New |
$81.1 - $81.7
|
1
$82.6
|
|
Q1 2024 | |||||||
May 14, 2024
Q1 2024
|
Antara Capital LP
New York, NY |
BUY
|
- |
274KNew |
$22.3M - $22.5M
|
274K
$22.6M
|
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
77KNew |
$6.27M - $6.34M
|
77K
$6.36M
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
64.3K+ 73.12% |
$5.24M - $5.29M
|
152K
$12.6M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
60.1K+ 23.2% |
$4.89M - $4.95M
|
319K
$26.4M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
58.9K+ 84.52% |
$4.8M - $4.85M
|
129K
$10.6M
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
BUY
|
- |
44KNew |
$3.59M - $3.63M
|
44K
$3.64M
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
33.2K+ 26.01% |
$2.71M - $2.74M
|
161K
$13.3M
|
|
May 15, 2024
Q1 2024
|
Gfg Capital, LLC
|
BUY
|
- |
22.1KNew |
$1.8M - $1.82M
|
22.1K
$1.83M
|
|
May 08, 2024
Q1 2024
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
20.1KNew |
$1.64M - $1.66M
|
20.1K
$1.66M
|
|
Jun 04, 2024
Q1 2024
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
19.7KNew |
$1.61M - $1.63M
|
19.7K
$1.63M
|
|
Apr 19, 2024
Q1 2024
|
American National Bank & Trust CO /Va/
Danville, VA |
BUY
|
- |
15.2KNew |
$1.24M - $1.25M
|
15.2K
$1.26M
|
|
Apr 30, 2024
Q1 2024
|
Starfox Financial Services, LLC
The Woodlands, TX |
BUY
|
- |
14.5K+ 9.49% |
$1.18M - $1.19M
|
167K
$13.8M
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
11.6K+ 117.34% |
$944K - $954K
|
21.5K
$1.77M
|
|
May 13, 2024
Q1 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
9.87KNew |
$804K - $813K
|
9.87K
$815K
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
9.84K+ 9.65% |
$802K - $810K
|
112K
$9.24M
|
|
May 15, 2024
Q1 2024
|
Syntal Capital Partners, LLC
Midland, TX |
BUY
|
- |
9.25KNew |
$754K - $762K
|
9.25K
$764K
|
|
May 15, 2024
Q1 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
8.08KNew |
$658K - $665K
|
8.08K
$667K
|
|
May 03, 2024
Q1 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
6.8KNew |
$554K - $560K
|
6.8K
$561K
|
|
Apr 26, 2024
Q1 2024
|
Crestone Asset Management LLC
|
BUY
|
- |
5.28K+ 91.6% |
$430K - $435K
|
11K
$912K
|
|
May 14, 2024
Q1 2024
|
Middleton & CO Inc
|
BUY
|
- |
4.77KNew |
$388K - $393K
|
4.77K
$394K
|
|
Apr 12, 2024
Q1 2024
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
4.52KNew |
$368K - $372K
|
4.52K
$373K
|
|
May 07, 2024
Q1 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
4.29KNew |
$350K - $353K
|
4.29K
$354K
|
|
May 01, 2024
Q1 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
4.21KNew |
$343K - $347K
|
4.21K
$348K
|
|
May 08, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
3.97KNew |
$324K - $327K
|
3.97K
$328K
|
|
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
3.82KNew |
$312K - $315K
|
3.82K
$316K
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
3.44KNew |
$280K - $283K
|
3.44K
$284K
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
3.14K+ 2.37% |
$256K - $258K
|
136K
$11.2M
|
|
May 03, 2024
Q1 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
2.97KNew |
$242K - $245K
|
2.97K
$245K
|
|
May 15, 2024
Q1 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
2.89KNew |
$235K - $238K
|
2.89K
$238K
|
|
Apr 30, 2024
Q1 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
2.76KNew |
$225K - $227K
|
2.76K
$228K
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.56KNew |
$209K - $211K
|
2.56K
$212K
|
|
May 15, 2024
Q1 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
2.47KNew |
$201K - $203K
|
2.47K
$204K
|
|
May 14, 2024
Q1 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
2.45KNew |
$200K - $202K
|
2.45K
$203K
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
1.5KNew |
$122K - $124K
|
1.5K
$124K
|