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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Aries Wealth Management
|
BUY
|
- |
11.4K+ 94.35% |
$928K - $950K
|
23.5K
$1.93M
|
|
|
Nov 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
11.1K+ 165.06% |
$905K - $927K
|
17.9K
$1.47M
|
|
|
Oct 10, 2024
Q3 2024
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
10.6K+ 5.33% |
$866K - $887K
|
210K
$17.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
PUT |
10.6KNew |
$862K - $883K
|
10.6K
$870K
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
10.6K+ 3.41% |
$858K - $879K
|
320K
$26.2M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
10.2K+ 54.07% |
$833K - $853K
|
29.2K
$2.39M
|
|
|
Oct 31, 2024
Q3 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
10.2K+ 4.61% |
$828K - $848K
|
231K
$18.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
10.1K+ 6.02% |
$821K - $841K
|
178K
$14.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
10.1K+ 3.22% |
$819K - $839K
|
323K
$26.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Camden National Bank
Camden, ME |
BUY
|
- |
10.1K+ 10.16% |
$819K - $839K
|
109K
$8.96M
|
|
|
Nov 14, 2024
Q3 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
9.78K+ 2.8% |
$796K - $815K
|
359K
$29.5M
|
|
|
Oct 10, 2024
Q3 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
9.66K+ 87.4% |
$786K - $805K
|
20.7K
$1.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
9.22K+ 3.57% |
$749K - $768K
|
267K
$21.9M
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
8.91K+ 10.0% |
$725K - $742K
|
98K
$8.04M
|
|
|
Oct 24, 2024
Q3 2024
|
Greenspring Advisors, LLC
|
BUY
|
- |
8.83K+ 130.26% |
$718K - $735K
|
15.6K
$1.28M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
8.78K+ 20.62% |
$714K - $731K
|
51.4K
$4.21M
|
|
|
Nov 13, 2024
Q3 2024
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
8.77K+ 34.21% |
$713K - $730K
|
34.4K
$2.82M
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
BUY
|
- |
8.74KNew |
$711K - $728K
|
8.74K
$717K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8.72K+ 9.54% |
$709K - $726K
|
100K
$8.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
8.6K+ 4.61% |
$699K - $716K
|
195K
$16M
|
|
|
Nov 01, 2024
Q3 2024
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
8.56K+ 6.37% |
$696K - $713K
|
143K
$11.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
8.53K+ 0.64% |
$694K - $711K
|
1.34M
$110M
|
|
|
Oct 02, 2024
Q3 2024
|
Boltwood Capital Management
|
BUY
|
- |
8.36K+ 13.99% |
$679K - $696K
|
68.1K
$5.59M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.14K+ 8.46% |
$662K - $678K
|
104K
$8.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
8.03KNew |
$653K - $669K
|
8.03K
$659K
|
|
|
Oct 30, 2024
Q3 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
7.92K+ 31.05% |
$644K - $659K
|
33.4K
$2.74M
|
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
BUY
|
- |
7.81K+ 12.81% |
$635K - $651K
|
68.8K
$5.64M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
7.55K+ 3.58% |
$614K - $629K
|
218K
$17.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Eschler Asset Management LLP
Cambridge, X0 |
BUY
|
- |
7.5KNew |
$610K - $625K
|
7.5K
$615K
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
7.48K+ 8.39% |
$608K - $623K
|
96.6K
$7.92M
|
|
|
Oct 22, 2024
Q3 2024
|
Ndwm LLC
La Jolla, CA |
BUY
|
- |
7.42K+ 54.27% |
$603K - $618K
|
21.1K
$1.73M
|
|
|
Nov 14, 2024
Q3 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
7.37K+ 38.01% |
$599K - $614K
|
26.8K
$2.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
BUY
|
- |
7.35KNew |
$597K - $612K
|
7.35K
$603K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
7.26K+ 7.36% |
$590K - $605K
|
106K
$8.68M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
7.17K+ 3.29% |
$583K - $597K
|
225K
$18.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
7.06K+ 17.42% |
$574K - $588K
|
47.6K
$3.9M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7.04K+ 7.35% |
$572K - $586K
|
103K
$8.43M
|
|
|
Nov 12, 2024
Q3 2024
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
7KNew |
$569K - $583K
|
7K
$574K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
6.84K+ 12.51% |
$556K - $570K
|
61.5K
$5.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
6.82K+ 52.8% |
$555K - $568K
|
19.7K
$1.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
6.74K+ 0.97% |
$548K - $562K
|
704K
$57.8M
|
|
|
Oct 25, 2024
Q3 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
6.67K+ 5.91% |
$542K - $556K
|
120K
$9.81M
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
6.67K+ 19.76% |
$542K - $555K
|
40.4K
$3.31M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.53K+ 3.35% |
$531K - $544K
|
201K
$16.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Latko Wealth Management, Ltd.
Frankfort, IL |
BUY
|
- |
6.34KNew |
$515K - $528K
|
6.34K
$520K
|
|
|
Oct 15, 2024
Q3 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
6.19KNew |
$503K - $515K
|
6.19K
$507K
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
6.16KNew |
$500K - $513K
|
6.16K
$505K
|
|
|
Nov 13, 2024
Q3 2024
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
6.15KNew |
$500K - $512K
|
6.15K
$505K
|
|
|
Nov 07, 2024
Q3 2024
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
5.94KNew |
$483K - $494K
|
5.94K
$487K
|
|
|
Oct 23, 2024
Q3 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
5.93KNew |
$482K - $494K
|
5.93K
$486K
|