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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2022
Q2 2022
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
24.4KNew |
$2M - $2.03M
|
24.4K
$2M
|
|
|
Jul 26, 2022
Q2 2022
|
Great Diamond Partners, LLC
|
BUY
|
- |
17.5KNew |
$1.44M - $1.46M
|
17.5K
$1.44M
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
17.2KNew |
$1.41M - $1.44M
|
17.2K
$1.41M
|
|
|
Aug 15, 2022
Q2 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
15.6KNew |
$1.28M - $1.3M
|
15.6K
$1.28M
|
|
|
Jul 28, 2022
Q2 2022
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
12.9KNew |
$1.06M - $1.08M
|
12.9K
$1.06M
|
|
|
Jul 29, 2022
Q2 2022
|
Destination Wealth Management
|
BUY
|
- |
8.43KNew |
$691K - $704K
|
8.43K
$692K
|
|
|
Jul 18, 2022
Q2 2022
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
8.25KNew |
$676K - $689K
|
8.25K
$677K
|
|
|
Jul 26, 2022
Q2 2022
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
8.07KNew |
$662K - $674K
|
8.07K
$662K
|
|
|
Jul 15, 2022
Q2 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
7.15KNew |
$586K - $597K
|
7.15K
$586K
|
|
|
Jul 06, 2022
Q2 2022
|
Sage Capital Advisors,Llc
|
BUY
|
- |
6.61KNew |
$542K - $552K
|
6.61K
$542K
|
|
|
Aug 15, 2022
Q2 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
5.47KNew |
$448K - $456K
|
5.47K
$448K
|
|
|
Jul 25, 2022
Q2 2022
|
Crown Wealth Group, LLC
|
BUY
|
- |
4.82KNew |
$395K - $402K
|
4.82K
$395K
|
|
|
Aug 03, 2022
Q2 2022
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
4.68KNew |
$383K - $390K
|
4.68K
$384K
|
|
|
Jul 06, 2022
Q2 2022
|
Centric Wealth Management
|
BUY
|
- |
3.07KNew |
$252K - $256K
|
3.07K
$252K
|
|
|
Aug 12, 2022
Q2 2022
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
3KNew |
$246K - $250K
|
3K
$246K
|
|
|
Jul 22, 2022
Q2 2022
|
High Tower Trust Services, Lta
|
BUY
|
- |
2.52KNew |
$206K - $210K
|
2.52K
$207K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
2.36KNew |
$194K - $197K
|
2.36K
$194K
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
1.7K+ 56.14% |
$139K - $141K
|
4.71K
$387K
|
|
|
Aug 15, 2022
Q2 2022
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
1.38K+ 4.48% |
$113K - $115K
|
32.2K
$2.64M
|
|
|
Aug 15, 2022
Q2 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
1.26KNew |
$104K - $106K
|
1.26K
$104K
|
|
|
Aug 05, 2022
Q2 2022
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
1K+ 97.75% |
$82K - $83.5K
|
2.02K
$166K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
653New |
$53.5K - $54.5K
|
653
$53.6K
|
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Counsel, Inc
|
BUY
|
- |
440New |
$36.1K - $36.7K
|
440
$36.1K
|
|
|
Jul 11, 2022
Q2 2022
|
Prosperity Planning, Inc.
|
BUY
|
- |
376New |
$30.8K - $31.4K
|
376
$30.8K
|
|
|
Aug 12, 2022
Q2 2022
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
362New |
$29.7K - $30.2K
|
362
$29.7K
|
|
|
Aug 15, 2022
Q2 2022
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
351+ 60.73% |
$28.8K - $29.3K
|
929
$76.2K
|
|
|
Aug 10, 2022
Q2 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
270New |
$22.1K - $22.5K
|
270
$22.1K
|
|
|
Aug 02, 2022
Q2 2022
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
96New |
$7.87K - $8.01K
|
96
$7.87K
|
|
|
Jul 25, 2022
Q2 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
70New |
$5.74K - $5.84K
|
70
$5.74K
|
|
|
Sep 21, 2022
Q2 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
26New |
$2.13K - $2.17K
|
26
$2.13K
|
|
|
Jul 11, 2022
Q2 2022
|
Stone Asset Management Inc.
|
BUY
|
- |
4+ 0.16% |
$328 - $334
|
2.53K
$208K
|
|
| Q1 2022 | |||||||
|
May 10, 2022
Q1 2022
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
17KNew |
$1.42M - $1.45M
|
17K
$1.39M
|
|
|
May 05, 2022
Q1 2022
|
Ifg Advisors, LLC
|
BUY
|
- |
7.14KNew |
$594K - $610K
|
7.14K
$586K
|
|
|
May 02, 2022
Q1 2022
|
5th Street Advisors, LLC
|
BUY
|
- |
5.84KNew |
$486K - $499K
|
5.84K
$479K
|
|
|
May 05, 2022
Q1 2022
|
Nadler Financial Group, Inc.
|
BUY
|
- |
2.94KNew |
$245K - $251K
|
2.94K
$241K
|
|
|
May 17, 2022
Q1 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
416New |
$34.6K - $35.6K
|
416
$34.1K
|
|
|
Aug 12, 2024
Q1 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
105New |
$8.74K - $8.98K
|
105
$8.61K
|
|
|
Dec 01, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
83+ 45.86% |
$6.91K - $7.1K
|
264
$21.7K
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
78.3KNew |
$6.7M - $6.75M
|
78.3K
$6.42M
|
|
|
May 10, 2022
Q4 2021
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
3KNew |
$257K - $259K
|
3K
$246K
|
|
|
Nov 17, 2023
Q4 2021
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
2.93KNew |
$251K - $253K
|
2.93K
$241K
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2.38KNew |
$203K - $205K
|
2.38K
$195K
|
|
|
Feb 14, 2022
Q4 2021
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
33New |
$2.82K - $2.84K
|
33
$2.71K
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
32New |
$2.74K - $2.76K
|
32
$2.62K
|
|
|
Feb 02, 2022
Q4 2021
|
Aull & Monroe Investment Management Corp
Mobile, AL |
BUY
|
- |
20+ 0.78% |
$1.71K - $1.72K
|
2.57K
$211K
|
|
|
Nov 18, 2022
Q4 2021
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
5+ 0.2% |
$428 - $431
|
2.54K
$209K
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
86.1K+ 45.4% |
$7.41M - $7.43M
|
276K
$22.6M
|
|
|
Nov 15, 2021
Q3 2021
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
17.5KNew |
$1.51M - $1.51M
|
17.5K
$1.44M
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
15.1KNew |
$1.3M - $1.3M
|
15.1K
$1.24M
|
|
|
Oct 29, 2021
Q3 2021
|
Busey Wealth Management
|
BUY
|
- |
1.94K+ 53.52% |
$167K - $167K
|
5.57K
$456K
|
|