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 06, 2023
Q4 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
15.7KNew |
$1.27M - $1.28M
|
15.7K
$1.29M
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
12.2KNew |
$985K - $996K
|
12.2K
$1M
|
|
|
Feb 09, 2023
Q4 2022
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
12.1KNew |
$976K - $987K
|
12.1K
$993K
|
|
|
Jan 25, 2023
Q4 2022
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
11.8KNew |
$951K - $961K
|
11.8K
$967K
|
|
|
Feb 13, 2023
Q4 2022
|
Dcf Advisers, LLC
Greenwich, CT |
BUY
|
PUT |
11.5KNew |
$927K - $937K
|
11.5K
$943K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
10.4K+ 94.6% |
$839K - $849K
|
21.4K
$1.76M
|
|
|
Feb 06, 2023
Q4 2022
|
Tmd Wealth Management, LLC
|
BUY
|
- |
9.01K+ 231.19% |
$726K - $734K
|
12.9K
$1.06M
|
|
|
Feb 07, 2023
Q4 2022
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
8.81KNew |
$710K - $719K
|
8.81K
$723K
|
|
|
Feb 13, 2023
Q4 2022
|
Biechele Royce Advisors
|
BUY
|
- |
7.38KNew |
$595K - $602K
|
7.38K
$606K
|
|
|
Feb 08, 2023
Q4 2022
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
7.21KNew |
$581K - $588K
|
7.21K
$592K
|
|
|
Feb 14, 2023
Q4 2022
|
Momentum Advisors, LLC
|
BUY
|
- |
5.84KNew |
$471K - $476K
|
5.84K
$479K
|
|
|
Jan 09, 2023
Q4 2022
|
Trust CO
|
BUY
|
- |
5.84KNew |
$471K - $476K
|
5.84K
$479K
|
|
|
Jan 13, 2023
Q4 2022
|
Ballew Advisors, Inc
|
BUY
|
- |
5.79KNew |
$467K - $472K
|
5.79K
$475K
|
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
BUY
|
- |
5.14KNew |
$414K - $419K
|
5.14K
$422K
|
|
|
Feb 13, 2023
Q4 2022
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
4.44KNew |
$358K - $362K
|
4.44K
$364K
|
|
|
Feb 14, 2023
Q4 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
4.29KNew |
$346K - $350K
|
4.29K
$352K
|
|
|
Feb 14, 2023
Q4 2022
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
3.9K+ 97400.0% |
$314K - $318K
|
3.9K
$320K
|
|
|
Feb 10, 2023
Q4 2022
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
3.76KNew |
$303K - $306K
|
3.76K
$308K
|
|
|
Jan 18, 2023
Q4 2022
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
3.61KNew |
$291K - $295K
|
3.61K
$296K
|
|
|
Feb 09, 2023
Q4 2022
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
3.42K+ 1.83% |
$276K - $279K
|
190K
$15.6M
|
|
|
Jan 17, 2023
Q4 2022
|
Lvz, Inc.
|
BUY
|
- |
3.22KNew |
$260K - $263K
|
3.22K
$264K
|
|
|
Jan 19, 2023
Q4 2022
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
3.04KNew |
$245K - $247K
|
3.04K
$249K
|
|
|
Jan 10, 2023
Q4 2022
|
Rda Financial Network
|
BUY
|
- |
2.87KNew |
$231K - $234K
|
2.87K
$235K
|
|
|
Jan 23, 2023
Q4 2022
|
Defined Wealth Management, LLC
|
BUY
|
- |
2.75K+ 17.0% |
$222K - $225K
|
19K
$1.55M
|
|
|
Feb 09, 2023
Q4 2022
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
2.62KNew |
$211K - $213K
|
2.62K
$215K
|
|
|
Feb 13, 2023
Q4 2022
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
2.55KNew |
$206K - $208K
|
2.55K
$209K
|
|
|
Feb 14, 2023
Q4 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
2.5KNew |
$202K - $204K
|
2.5K
$205K
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
BUY
|
- |
2.31K+ 37.72% |
$187K - $189K
|
8.45K
$693K
|
|
|
Jan 24, 2023
Q4 2022
|
Caprin Asset Management LLC
Henrico, VA |
BUY
|
- |
1.85KNew |
$149K - $150K
|
1.85K
$151K
|
|
|
Feb 07, 2023
Q4 2022
|
Zeit Capital LLC
|
BUY
|
- |
1.74KNew |
$140K - $141K
|
1.74K
$142K
|
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
1.11KNew |
$89.1K - $90.2K
|
1.11K
$90.7K
|
|
|
Feb 01, 2023
Q4 2022
|
Arrow Financial Corp
|
BUY
|
- |
1K+ 44.92% |
$80.6K - $81.5K
|
3.23K
$265K
|
|
|
Feb 13, 2023
Q4 2022
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
988+ 1.45% |
$79.6K - $80.5K
|
69K
$5.66M
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
918New |
$74K - $74.8K
|
918
$75.3K
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
BUY
|
- |
793+ 23.53% |
$63.9K - $64.6K
|
4.16K
$341K
|
|
|
Feb 23, 2023
Q4 2022
|
Wc Walker & Associates, Inc.
|
BUY
|
- |
743+ 9.2% |
$59.9K - $60.6K
|
8.82K
$724K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
709New |
$57.1K - $57.8K
|
709
$58.2K
|
|
|
Feb 07, 2023
Q4 2022
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
628New |
$50.6K - $51.2K
|
628
$51.5K
|
|
|
Feb 08, 2023
Q4 2022
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
444New |
$35.8K - $36.2K
|
444
$36.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Daniel Loeb
Third Point LLC | New York, Ny
|
BUY
|
- |
412+ 0.68% |
$33.2K - $33.6K
|
60.8K
$4.98M
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
374New |
$30.1K - $30.5K
|
374
$30.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
369+ 4.58% |
$29.7K - $30.1K
|
8.43K
$691K
|
|
|
Feb 13, 2023
Q4 2022
|
Souders Financial Advisors
|
BUY
|
- |
340+ 3.86% |
$27.4K - $27.7K
|
9.15K
$751K
|
|
|
Jan 17, 2023
Q4 2022
|
First Premier Bank
|
BUY
|
- |
185New |
$14.9K - $15.1K
|
185
$15.2K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
165+ 2.95% |
$13.3K - $13.5K
|
5.75K
$472K
|
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
156New |
$12.6K - $12.7K
|
156
$12.8K
|
|
|
Jan 24, 2023
Q4 2022
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
156New |
$12.6K - $12.7K
|
156
$12.8K
|
|
|
Jan 31, 2023
Q4 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
136+ 2.8% |
$11K - $11.1K
|
4.99K
$410K
|
|
|
Feb 07, 2023
Q4 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
135New |
$10.9K - $11K
|
135
$11.1K
|
|
|
Jan 11, 2023
Q4 2022
|
Sawyer & Company, Inc
|
BUY
|
- |
65New |
$5.24K - $5.3K
|
65
$5.33K
|