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 31, 2023
Q4 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
48New |
$3.87K - $3.91K
|
48
$3.94K
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
37New |
$2.98K - $3.02K
|
37
$3.04K
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
33New |
$2.66K - $2.69K
|
33
$2.71K
|
|
Jan 31, 2023
Q4 2022
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
28+ 0.63% |
$2.26K - $2.28K
|
4.48K
$367K
|
|
Feb 14, 2023
Q4 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
11+ 0.38% |
$887 - $897
|
2.9K
$238K
|
|
Q3 2022 | |||||||
Oct 20, 2022
Q3 2022
|
Acute Investment Advisory, LLC
Mesa, AZ |
BUY
|
- |
177KNew |
$14.3M - $14.7M
|
177K
$14.5M
|
|
Nov 04, 2022
Q3 2022
|
Lake Hills Wealth Management, LLC
|
BUY
|
CALL |
165KNew |
$13.3M - $13.7M
|
165K
$13.5M
|
|
Nov 10, 2022
Q3 2022
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
119K+ 2517.58% |
$9.62M - $9.86M
|
123K
$10.1M
|
|
Oct 27, 2022
Q3 2022
|
Slow Capital, Inc.
|
BUY
|
- |
73KNew |
$5.92M - $6.06M
|
73K
$5.99M
|
|
Nov 14, 2022
Q3 2022
|
Jackson Wealth Management, LLC
|
BUY
|
- |
63.1K+ 98.6% |
$5.12M - $5.24M
|
127K
$10.4M
|
|
Nov 07, 2022
Q3 2022
|
Monument Capital Management
|
BUY
|
- |
59.8K+ 225.62% |
$4.85M - $4.97M
|
86.3K
$7.08M
|
|
Nov 14, 2022
Q3 2022
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
21.9K+ 208.79% |
$1.77M - $1.81M
|
32.3K
$2.65M
|
|
Oct 24, 2022
Q3 2022
|
Canal Capital Management, LLC
|
BUY
|
- |
14.4KNew |
$1.17M - $1.19M
|
14.4K
$1.18M
|
|
Nov 14, 2022
Q3 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
12.7K+ 23.78% |
$1.03M - $1.05M
|
66K
$5.42M
|
|
Nov 14, 2022
Q3 2022
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
12KNew |
$972K - $997K
|
12K
$984K
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
11.5KNew |
$928K - $952K
|
11.5K
$940K
|
|
Oct 24, 2022
Q3 2022
|
Trinity Financial Advisors LLC
|
BUY
|
- |
10.1KNew |
$822K - $842K
|
10.1K
$832K
|
|
Oct 20, 2022
Q3 2022
|
Northland Capital Management LLC
|
BUY
|
- |
8.18KNew |
$663K - $679K
|
8.18K
$671K
|
|
Oct 28, 2022
Q3 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
5.81KNew |
$471K - $482K
|
5.81K
$476K
|
|
Oct 20, 2022
Q3 2022
|
Traynor Capital Management, Inc.
|
BUY
|
- |
5.56KNew |
$451K - $462K
|
5.56K
$456K
|
|
Oct 24, 2022
Q3 2022
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
4.45KNew |
$361K - $370K
|
4.45K
$365K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
4.07KNew |
$330K - $338K
|
4.07K
$334K
|
|
Oct 11, 2022
Q3 2022
|
Fc Advisory LLC
|
BUY
|
- |
4.01KNew |
$325K - $333K
|
4.01K
$329K
|
|
Oct 12, 2022
Q3 2022
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
3.82KNew |
$310K - $318K
|
3.82K
$314K
|
|
Nov 03, 2022
Q3 2022
|
Cypress Capital Management LLC
Greenville, DE |
BUY
|
- |
3.6KNew |
$292K - $299K
|
3.6K
$295K
|
|
Oct 12, 2022
Q3 2022
|
Btr Capital Management Inc
|
BUY
|
- |
3.37KNew |
$273K - $280K
|
3.37K
$276K
|
|
Oct 17, 2022
Q3 2022
|
One Advisory Partners, LLC
|
BUY
|
- |
3.07KNew |
$248K - $255K
|
3.07K
$251K
|
|
Nov 21, 2022
Q3 2022
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
3.06K+ 15.45% |
$248K - $254K
|
22.9K
$1.88M
|
|
Nov 08, 2022
Q3 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
3KNew |
$243K - $249K
|
3K
$246K
|
|
Nov 14, 2022
Q3 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
2.56KNew |
$207K - $212K
|
2.56K
$210K
|
|
Nov 09, 2022
Q3 2022
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
2.53KNew |
$205K - $210K
|
2.53K
$208K
|
|
Nov 07, 2022
Q3 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
2.49KNew |
$202K - $207K
|
2.49K
$204K
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
1.65K+ 317.69% |
$134K - $137K
|
2.17K
$178K
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
813New |
$65.9K - $67.5K
|
813
$66.7K
|
|
Oct 07, 2022
Q3 2022
|
Paladin Advisory Group, LLC
|
BUY
|
CALL |
670New |
$54.3K - $55.7K
|
670
$55K
|
|
Oct 29, 2024
Q3 2022
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
549New |
$44.5K - $45.6K
|
549
$45K
|
|
Nov 09, 2022
Q3 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
203New |
$16.5K - $16.9K
|
203
$16.7K
|
|
Oct 20, 2022
Q3 2022
|
Country Trust Bank
|
BUY
|
- |
185New |
$15K - $15.4K
|
185
$15.2K
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
165+ 0.18% |
$13.4K - $13.7K
|
91.7K
$7.53M
|
|
Nov 14, 2022
Q3 2022
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
86New |
$6.97K - $7.14K
|
86
$7.05K
|
|
Nov 15, 2022
Q3 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
32+ 0.97% |
$2.59K - $2.66K
|
3.34K
$274K
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
28New |
$2.27K - $2.33K
|
28
$2.3K
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
20New |
$1.62K - $1.66K
|
20
$1.64K
|
|
Oct 20, 2022
Q3 2022
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
16New |
$1.3K - $1.33K
|
16
$1.31K
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
PUT |
3New |
$243 - $249
|
3
$246
|
|
Q2 2022 | |||||||
Aug 11, 2022
Q2 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
199KNew |
$16.3M - $16.6M
|
199K
$16.3M
|
|
Jul 25, 2022
Q2 2022
|
Walker Asset Management, LLC
|
BUY
|
- |
132KNew |
$10.8M - $11M
|
132K
$10.8M
|
|
Aug 12, 2022
Q2 2022
|
Edenbrook Capital, LLC
Mount Kisco, NY |
BUY
|
CALL |
100KNew |
$8.2M - $8.35M
|
100K
$8.2M
|
|
Aug 11, 2022
Q2 2022
|
Ulrich Consultants & Investment Group, LLC
Albuquerque, NM |
BUY
|
- |
30.5KNew |
$2.5M - $2.55M
|
30.5K
$2.5M
|
|
Aug 15, 2022
Q2 2022
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
29.8KNew |
$2.44M - $2.49M
|
29.8K
$2.44M
|