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 |
---|---|---|---|---|---|---|---|
Jul 20, 2023
Q2 2023
|
Round Rock Advisors, LLC
|
BUY
|
- |
24+ 0.7% |
$1.95K - $1.98K
|
3.45K
$285K
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
3+ 0.64% |
$243 - $247
|
475
$39.2K
|
|
Aug 14, 2023
Q2 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
$81.1 - $82.4
|
1
$82.6
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
1+ 0.07% |
$81.1 - $82.4
|
1.45K
$120K
|
|
Q1 2023 | |||||||
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
4.68MNew |
$377M - $386M
|
4.68M
$387M
|
|
May 11, 2023
Q1 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
300KNew |
$24.2M - $24.8M
|
300K
$24.8M
|
|
May 15, 2023
Q1 2023
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
BUY
|
- |
194KNew |
$15.6M - $16M
|
194K
$16M
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
64.7KNew |
$5.21M - $5.34M
|
64.7K
$5.34M
|
|
May 12, 2023
Q1 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
49K+ 106.33% |
$3.94M - $4.04M
|
95K
$7.85M
|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
BUY
|
- |
25KNew |
$2.01M - $2.06M
|
25K
$2.07M
|
|
May 15, 2023
Q1 2023
|
Ascendant Capital Management, LLC
Los Angeles, CA |
BUY
|
- |
21.5KNew |
$1.73M - $1.77M
|
21.5K
$1.78M
|
|
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
10.8KNew |
$871K - $893K
|
10.8K
$894K
|
|
Apr 28, 2023
Q1 2023
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
9.82KNew |
$790K - $810K
|
9.82K
$811K
|
|
May 15, 2023
Q1 2023
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
8KNew |
$644K - $660K
|
8K
$661K
|
|
May 12, 2023
Q1 2023
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
6.05KNew |
$487K - $499K
|
6.05K
$500K
|
|
Apr 21, 2023
Q1 2023
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
4.28KNew |
$344K - $353K
|
4.28K
$353K
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
3.69KNew |
$297K - $305K
|
3.69K
$305K
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
3.45KNew |
$278K - $285K
|
3.45K
$285K
|
|
May 01, 2023
Q1 2023
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
3.38K+ 103.31% |
$272K - $279K
|
6.64K
$549K
|
|
Apr 19, 2023
Q1 2023
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
3.25KNew |
$262K - $268K
|
3.25K
$269K
|
|
May 09, 2023
Q1 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
3.15KNew |
$253K - $260K
|
3.15K
$260K
|
|
May 10, 2023
Q1 2023
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
3.08KNew |
$248K - $254K
|
3.08K
$254K
|
|
May 02, 2023
Q1 2023
|
Graypoint LLC
|
BUY
|
- |
2.89KNew |
$233K - $238K
|
2.89K
$239K
|
|
Apr 11, 2023
Q1 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
2.77KNew |
$223K - $229K
|
2.77K
$229K
|
|
Apr 25, 2023
Q1 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
2.77KNew |
$223K - $228K
|
2.77K
$228K
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
BUY
|
- |
1.2KNew |
$96.6K - $99K
|
1.2K
$99.1K
|
|
May 15, 2023
Q1 2023
|
Xml Financial, LLC
|
BUY
|
- |
639+ 2.26% |
$51.4K - $52.7K
|
28.9K
$2.38M
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
206+ 264.1% |
$16.6K - $17K
|
284
$23.5K
|
|
May 09, 2023
Q1 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
200New |
$16.1K - $16.5K
|
200
$16.5K
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
105+ 4.97% |
$8.45K - $8.66K
|
2.22K
$183K
|
|
Apr 21, 2023
Q1 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
79New |
$6.36K - $6.52K
|
79
$6.53K
|
|
Apr 14, 2023
Q1 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
55New |
$4.43K - $4.54K
|
55
$4.54K
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
5New |
$403 - $413
|
5
$413
|
|
May 11, 2023
Q1 2023
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
4New |
$322 - $330
|
4
$330
|
|
Q4 2022 | |||||||
Jan 24, 2023
Q4 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
237KNew |
$19.1M - $19.3M
|
237K
$19.6M
|
|
Jan 25, 2023
Q4 2022
|
Shufro Rose & CO LLC
|
BUY
|
- |
130K+ 4320.45% |
$10.4M - $10.6M
|
133K
$10.9M
|
|
Jan 31, 2023
Q4 2022
|
Naviter Wealth, LLC
|
BUY
|
- |
129KNew |
$10.4M - $10.5M
|
129K
$10.6M
|
|
Jan 17, 2023
Q4 2022
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
125KNew |
$10.1M - $10.2M
|
125K
$10.3M
|
|
Feb 07, 2023
Q4 2022
|
Presidio Capital Management, LLC
|
BUY
|
- |
98.8KNew |
$7.97M - $8.06M
|
98.8K
$8.17M
|
|
Jan 12, 2023
Q4 2022
|
Peak Financial Advisors LLC
|
BUY
|
- |
93.4K+ 207.4% |
$7.53M - $7.62M
|
138K
$11.4M
|
|
Feb 07, 2023
Q4 2022
|
Gamble Jones Investment Counsel
|
BUY
|
- |
88.8K+ 69.8% |
$7.16M - $7.24M
|
216K
$17.9M
|
|
Feb 06, 2023
Q4 2022
|
Navalign, LLC
|
BUY
|
- |
80.5KNew |
$6.49M - $6.57M
|
80.5K
$6.65M
|
|
Feb 14, 2023
Q4 2022
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
PUT |
60KNew |
$4.84M - $4.89M
|
60K
$4.96M
|
|
Feb 07, 2023
Q4 2022
|
Ug Investment Advisers Ltd.
Taipei, F5 |
BUY
|
- |
58.7KNew |
$4.73M - $4.78M
|
58.7K
$4.85M
|
|
Jan 20, 2023
Q4 2022
|
G&S Capital LLC
|
BUY
|
- |
30.3K+ 16.13% |
$2.44M - $2.47M
|
218K
$18M
|
|
Jan 27, 2023
Q4 2022
|
Tkg Advisors, LLC
|
BUY
|
- |
23.1K+ 19.96% |
$1.86M - $1.89M
|
139K
$11.5M
|
|
Feb 06, 2023
Q4 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
15.7KNew |
$1.27M - $1.28M
|
15.7K
$1.3M
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
12.2KNew |
$985K - $996K
|
12.2K
$1.01M
|
|
Feb 09, 2023
Q4 2022
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
12.1KNew |
$976K - $987K
|
12.1K
$1M
|
|
Jan 25, 2023
Q4 2022
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
11.8KNew |
$951K - $961K
|
11.8K
$974K
|