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 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
1.35KNew |
$110K - $111K
|
1.35K
$112K
|
|
|
May 23, 2024
Q1 2024
|
Community Trust & Investment CO
|
BUY
|
- |
1.19K+ 4.44% |
$96.6K - $97.7K
|
27.9K
$2.3M
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
782New |
$63.7K - $64.4K
|
782
$64.6K
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
569+ 8.25% |
$46.4K - $46.9K
|
7.47K
$617K
|
|
|
Apr 22, 2024
Q1 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
400+ 8.87% |
$32.6K - $32.9K
|
4.91K
$406K
|
|
|
May 10, 2024
Q1 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
298New |
$24.3K - $24.5K
|
298
$24.6K
|
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
122+ 2.15% |
$9.94K - $10K
|
5.78K
$478K
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
79New |
$6.44K - $6.5K
|
79
$6.53K
|
|
|
Apr 29, 2024
Q1 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
43+ 0.38% |
$3.5K - $3.54K
|
11.2K
$929K
|
|
|
Apr 23, 2024
Q1 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
34New |
$2.77K - $2.8K
|
34
$2.81K
|
|
|
May 01, 2024
Q1 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
22New |
$1.79K - $1.81K
|
22
$1.82K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
21New |
$1.71K - $1.73K
|
21
$1.74K
|
|
|
Apr 22, 2024
Q1 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
15+ 0.51% |
$1.22K - $1.24K
|
2.94K
$243K
|
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
1+ 0.89% |
$81.5 - $82.3
|
113
$9.34K
|
|
|
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
$80.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Centiva Capital, LP
New York, NY |
BUY
|
PUT |
688KNew |
$55.5M - $56.4M
|
688K
$56.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Scopus Asset Management, L.P.
New York, NY |
BUY
|
- |
619KNew |
$49.9M - $50.8M
|
619K
$51.1M
|
|
|
Jan 31, 2024
Q4 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
437KNew |
$35.2M - $35.8M
|
437K
$36.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Hap Trading, LLC
New York, NY |
BUY
|
PUT |
250KNew |
$20.2M - $20.5M
|
250K
$20.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
PUT |
250KNew |
$20.2M - $20.5M
|
250K
$20.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
233KNew |
$18.8M - $19.2M
|
233K
$19.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Adroit Compliance, LLC
Rockford, IL |
BUY
|
- |
189KNew |
$15.2M - $15.5M
|
189K
$15.6M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
143K+ 7889.38% |
$11.6M - $11.8M
|
145K
$12M
|
|
|
Feb 06, 2024
Q4 2023
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
140KNew |
$11.3M - $11.5M
|
140K
$11.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Win Advisors, Inc
|
BUY
|
- |
130KNew |
$10.5M - $10.7M
|
130K
$10.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
101KNew |
$8.14M - $8.28M
|
101K
$8.34M
|
|
|
Feb 08, 2024
Q4 2023
|
Anthracite Investment Company, Inc.
Fort Worth, TX |
BUY
|
- |
42.5KNew |
$3.43M - $3.49M
|
42.5K
$3.51M
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
CALL |
15KNew |
$1.21M - $1.23M
|
15K
$1.24M
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
14.8K+ 2.6% |
$1.19M - $1.22M
|
584K
$48.3M
|
|
|
Jan 09, 2024
Q4 2023
|
Sarasin & Partners LLP
|
BUY
|
- |
14KNew |
$1.13M - $1.15M
|
14K
$1.16M
|
|
|
Feb 05, 2024
Q4 2023
|
Searle & Co.
|
BUY
|
- |
11.5KNew |
$927K - $943K
|
11.5K
$950K
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
9.5KNew |
$766K - $779K
|
9.5K
$785K
|
|
|
Jan 08, 2024
Q4 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
7.08KNew |
$571K - $581K
|
7.08K
$585K
|
|
|
Jan 18, 2024
Q4 2023
|
Fulcrum Equity Management
|
BUY
|
- |
5.75KNew |
$464K - $472K
|
5.75K
$475K
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
5.29KNew |
$427K - $434K
|
5.29K
$437K
|
|
|
Feb 14, 2024
Q4 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
5.15KNew |
$415K - $422K
|
5.15K
$425K
|
|
|
Mar 01, 2024
Q4 2023
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
3.46KNew |
$279K - $284K
|
3.46K
$286K
|
|
|
Feb 05, 2024
Q4 2023
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
3.2KNew |
$258K - $263K
|
3.2K
$264K
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
3.04KNew |
$245K - $250K
|
3.04K
$251K
|
|
|
Jan 12, 2024
Q4 2023
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
2.89KNew |
$233K - $237K
|
2.89K
$239K
|
|
|
Feb 09, 2024
Q4 2023
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
2.72KNew |
$219K - $223K
|
2.72K
$225K
|
|
|
Feb 09, 2024
Q4 2023
|
Awm Capital, LLC
|
BUY
|
- |
2.69KNew |
$216K - $220K
|
2.69K
$222K
|
|
|
Feb 09, 2024
Q4 2023
|
Dean Investment Associates, LLC
Beavercreek, OH |
BUY
|
- |
2.63KNew |
$212K - $215K
|
2.63K
$217K
|
|
|
Jan 19, 2024
Q4 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
1.84K+ 36.24% |
$148K - $151K
|
6.91K
$571K
|
|
|
Feb 14, 2024
Q4 2023
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
1.6KNew |
$129K - $131K
|
1.6K
$132K
|
|
|
Jan 03, 2024
Q4 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
1.52K+ 58.02% |
$122K - $125K
|
4.14K
$342K
|
|
|
Feb 02, 2024
Q4 2023
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
1.2K+ 5.45% |
$96.7K - $98.4K
|
23.2K
$1.92M
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
777New |
$62.6K - $63.7K
|
777
$64.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
717New |
$57.8K - $58.8K
|
717
$59.2K
|
|