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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
25+ 3.97% |
$2.02K - $2.03K
|
654
$54K
|
|
|
Nov 02, 2023
Q3 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
24+ 0.83% |
$1.94K - $1.95K
|
2.93K
$242K
|
|
|
Nov 02, 2023
Q3 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
18+ 0.58% |
$1.45K - $1.46K
|
3.14K
$259K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
17New |
$1.37K - $1.38K
|
17
$1.4K
|
|
|
Nov 16, 2023
Q3 2023
|
Unconventional Investor, LLC
|
BUY
|
- |
6+ 0.16% |
$484 - $488
|
3.8K
$314K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
6New |
$484 - $488
|
6
$496
|
|
|
Nov 09, 2023
Q3 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
3New |
$242 - $244
|
3
$248
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
CALL |
250KNew |
$20.3M - $20.6M
|
250K
$20.7M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
162K+ 36.91% |
$13.1M - $13.3M
|
600K
$49.5M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
53.8K+ 15.7% |
$4.36M - $4.44M
|
397K
$32.8M
|
|
|
Aug 04, 2023
Q2 2023
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
49.7KNew |
$4.03M - $4.1M
|
49.7K
$4.11M
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
46.3K+ 17.66% |
$3.76M - $3.82M
|
309K
$25.5M
|
|
|
Aug 15, 2023
Q2 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
28.2KNew |
$2.29M - $2.33M
|
28.2K
$2.33M
|
|
|
Aug 02, 2023
Q2 2023
|
Efg Capital International Corp.
Miami, FL |
BUY
|
- |
23KNew |
$1.87M - $1.9M
|
23K
$1.9M
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
22.6KNew |
$1.83M - $1.86M
|
22.6K
$1.87M
|
|
|
Aug 09, 2023
Q2 2023
|
Brio Consultants, LLC
|
BUY
|
- |
18.7K+ 7.99% |
$1.52M - $1.54M
|
253K
$20.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
PUT |
11.4KNew |
$923K - $938K
|
11.4K
$941K
|
|
|
Aug 11, 2023
Q2 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
PUT |
10KNew |
$811K - $824K
|
10K
$826K
|
|
|
Jul 28, 2023
Q2 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
8.75K+ 36.51% |
$709K - $721K
|
32.7K
$2.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
7.28K+ 6737.04% |
$590K - $600K
|
7.38K
$610K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
7.27KNew |
$589K - $599K
|
7.27K
$601K
|
|
|
Jul 11, 2023
Q2 2023
|
Affiance Financial, LLC
|
BUY
|
- |
6.2KNew |
$502K - $511K
|
6.2K
$512K
|
|
|
Aug 01, 2023
Q2 2023
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
5.9KNew |
$478K - $486K
|
5.9K
$487K
|
|
|
Aug 08, 2023
Q2 2023
|
Affinia Financial Group, LLC
Burlington, MA |
BUY
|
- |
5.71K+ 110.73% |
$463K - $470K
|
10.9K
$898K
|
|
|
Aug 11, 2023
Q2 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
5.15K+ 29.93% |
$418K - $425K
|
22.4K
$1.85M
|
|
|
Aug 11, 2023
Q2 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
3.72K+ 108.62% |
$301K - $306K
|
7.14K
$590K
|
|
|
Jul 11, 2023
Q2 2023
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
3.32KNew |
$269K - $274K
|
3.32K
$274K
|
|
|
Jul 31, 2023
Q2 2023
|
Montis Financial, LLC
|
BUY
|
- |
2.86KNew |
$232K - $236K
|
2.86K
$236K
|
|
|
Aug 14, 2023
Q2 2023
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
BUY
|
- |
2.73KNew |
$221K - $225K
|
2.73K
$226K
|
|
|
Aug 10, 2023
Q2 2023
|
Sbb Research Group LLC
|
BUY
|
- |
2.73KNew |
$221K - $225K
|
2.73K
$225K
|
|
|
Aug 10, 2023
Q2 2023
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
2.64KNew |
$214K - $218K
|
2.64K
$218K
|
|
|
Jul 25, 2023
Q2 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
2.53KNew |
$205K - $209K
|
2.53K
$209K
|
|
|
Aug 03, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
2.49KNew |
$202K - $205K
|
2.49K
$206K
|
|
|
Aug 11, 2023
Q2 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
2.47K+ 22.59% |
$200K - $203K
|
13.4K
$1.11M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
2.2K+ 32.12% |
$178K - $181K
|
9.05K
$748K
|
|
|
Jul 28, 2023
Q2 2023
|
Detalus Advisors, LLC
|
BUY
|
- |
1.82K+ 11.01% |
$148K - $150K
|
18.3K
$1.52M
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
1.52KNew |
$123K - $125K
|
1.52K
$126K
|
|
|
Jul 17, 2023
Q2 2023
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
768+ 3.75% |
$62.2K - $63.3K
|
21.3K
$1.76M
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
705+ 15.25% |
$57.1K - $58.1K
|
5.33K
$440K
|
|
|
Aug 09, 2023
Q2 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
324New |
$26.3K - $26.7K
|
324
$26.8K
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
300+ 272.73% |
$24.3K - $24.7K
|
410
$33.9K
|
|
|
Jul 18, 2023
Q2 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
171New |
$13.9K - $14.1K
|
171
$14.1K
|
|
|
Jul 19, 2023
Q2 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
170+ 1.95% |
$13.8K - $14K
|
8.9K
$735K
|
|
|
Aug 07, 2023
Q2 2023
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
100New |
$8.11K - $8.24K
|
100
$8.26K
|
|
|
Aug 14, 2023
Q2 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
97New |
$7.86K - $7.99K
|
97
$8.01K
|
|
|
Mar 11, 2025
Q2 2023
|
Private Capital Management LLC
|
BUY
|
- |
48New |
$3.89K - $3.96K
|
48
$3.97K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
39+ 6.15% |
$3.16K - $3.21K
|
673
$55.6K
|
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
38+ 22.22% |
$3.08K - $3.13K
|
209
$17.3K
|
|
|
Aug 01, 2023
Q2 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
32+ 0.38% |
$2.59K - $2.64K
|
8.45K
$698K
|
|
|
Jul 20, 2023
Q2 2023
|
Round Rock Advisors, LLC
|
BUY
|
- |
24+ 0.7% |
$1.95K - $1.98K
|
3.45K
$285K
|
|