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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2024
Q4 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
673New |
$54.3K - $55.2K
|
673
$55.6K
|
|
|
Jan 11, 2024
Q4 2023
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
454+ 2.51% |
$36.6K - $37.2K
|
18.6K
$1.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
366+ 9.52% |
$29.5K - $30K
|
4.21K
$348K
|
|
|
Jan 02, 2024
Q4 2023
|
Appleton Partners Inc
|
BUY
|
- |
344+ 10.83% |
$27.7K - $28.2K
|
3.52K
$291K
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
302+ 1118.52% |
$24.3K - $24.8K
|
329
$27.2K
|
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
275+ 5.41% |
$22.2K - $22.6K
|
5.36K
$443K
|
|
|
Feb 09, 2024
Q4 2023
|
Banque Pictet & Cie Sa
|
BUY
|
- |
265+ 5.1% |
$21.4K - $21.7K
|
5.46K
$451K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
241+ 2.59% |
$19.4K - $19.8K
|
9.53K
$788K
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
197New |
$15.9K - $16.2K
|
197
$16.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Family Management Corp
New York, NY |
BUY
|
- |
186+ 11.71% |
$15K - $15.3K
|
1.77K
$147K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
147New |
$11.9K - $12.1K
|
147
$12.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
114+ 4.45% |
$9.19K - $9.35K
|
2.67K
$221K
|
|
|
Jan 09, 2024
Q4 2023
|
Enterprise Bank & Trust CO
|
BUY
|
- |
100+ 0.9% |
$8.06K - $8.2K
|
11.2K
$923K
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
90New |
$7.26K - $7.38K
|
90
$7.44K
|
|
|
Feb 14, 2024
Q4 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
82+ 1.16% |
$6.61K - $6.73K
|
7.12K
$588K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
BUY
|
- |
66New |
$5.32K - $5.41K
|
66
$5.45K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
49New |
$3.95K - $4.02K
|
49
$4.05K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
42New |
$3.39K - $3.45K
|
42
$3.47K
|
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
40+ 0.18% |
$3.22K - $3.28K
|
22K
$1.81M
|
|
|
Jan 05, 2024
Q4 2023
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
6+ 0.08% |
$484 - $492
|
7.97K
$658K
|
|
|
Mar 11, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
3+ 0.02% |
$242 - $246
|
17.8K
$1.47M
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Gen Wealth Group, Inc.
|
BUY
|
- |
171KNew |
$13.8M - $13.9M
|
171K
$14.1M
|
|
|
Oct 11, 2023
Q3 2023
|
Atlas Financial Advisors, Inc.
|
BUY
|
- |
149K+ 92.94% |
$12M - $12.1M
|
309K
$25.5M
|
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
134KNew |
$10.8M - $10.9M
|
134K
$11.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
117K+ 735.17% |
$9.46M - $9.54M
|
133K
$11M
|
|
|
Nov 14, 2023
Q3 2023
|
Liquid Strategies, LLC
Atlanta, GA |
BUY
|
- |
58.5K+ 417700.0% |
$4.72M - $4.76M
|
58.5K
$4.83M
|
|
|
Nov 14, 2023
Q3 2023
|
Parkwood LLC
Cleveland, OH |
BUY
|
- |
40K+ 42.11% |
$3.23M - $3.26M
|
135K
$11.2M
|
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
22.4KNew |
$1.81M - $1.82M
|
22.4K
$1.85M
|
|
|
Nov 01, 2023
Q3 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
12.7KNew |
$1.02M - $1.03M
|
12.7K
$1.05M
|
|
|
Nov 13, 2023
Q3 2023
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
9.16KNew |
$739K - $746K
|
9.16K
$757K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
7.43K+ 13.37% |
$599K - $604K
|
63K
$5.2M
|
|
|
Oct 25, 2023
Q3 2023
|
Professional Financial Advisors, LLC
|
BUY
|
- |
7.37KNew |
$595K - $600K
|
7.37K
$609K
|
|
|
Oct 17, 2023
Q3 2023
|
Riverview Trust CO
|
BUY
|
- |
6.86KNew |
$553K - $558K
|
6.86K
$567K
|
|
|
Oct 17, 2023
Q3 2023
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
4.61KNew |
$372K - $375K
|
4.61K
$381K
|
|
|
Nov 09, 2023
Q3 2023
|
Ellevest, Inc.
|
BUY
|
- |
3.1KNew |
$250K - $252K
|
3.1K
$256K
|
|
|
Nov 13, 2023
Q3 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
3.09KNew |
$250K - $252K
|
3.09K
$256K
|
|
|
Nov 14, 2023
Q3 2023
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
2.73KNew |
$220K - $222K
|
2.73K
$225K
|
|
|
Oct 20, 2023
Q3 2023
|
Highview Capital Management LLC
|
BUY
|
- |
2.58KNew |
$208K - $210K
|
2.58K
$213K
|
|
|
Nov 14, 2023
Q3 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
2.53KNew |
$204K - $205K
|
2.53K
$209K
|
|
|
Nov 08, 2023
Q3 2023
|
Davidson Investment Advisors
|
BUY
|
- |
1.73KNew |
$140K - $141K
|
1.73K
$143K
|
|
|
Nov 13, 2023
Q3 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
1.51K+ 23.87% |
$122K - $123K
|
7.85K
$648K
|
|
|
Nov 01, 2023
Q3 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
1.44KNew |
$116K - $117K
|
1.44K
$119K
|
|
|
Nov 14, 2023
Q3 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
1.2K+ 2.85% |
$96.9K - $97.7K
|
43.4K
$3.59M
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
1.03K+ 11.59% |
$83K - $83.7K
|
9.9K
$818K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
995+ 6.13% |
$80.3K - $81K
|
17.2K
$1.42M
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
715+ 11.94% |
$57.7K - $58.2K
|
6.7K
$554K
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
585+ 23.68% |
$47.2K - $47.6K
|
3.06K
$252K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
286New |
$23.1K - $23.3K
|
286
$23.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
92+ 3.12% |
$7.43K - $7.49K
|
3.05K
$252K
|
|
|
Oct 19, 2023
Q3 2023
|
Act Advisors, Llc.
|
BUY
|
- |
33+ 0.76% |
$2.66K - $2.69K
|
4.38K
$362K
|
|