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 28, 2024
Q3 2024
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
5.86K+ 10.57% |
$477K - $488K
|
61.3K
$5.03M
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
5.77K+ 164.39% |
$469K - $480K
|
9.27K
$761K
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
5.71K+ 6.87% |
$465K - $476K
|
88.9K
$7.29M
|
|
|
Oct 24, 2024
Q3 2024
|
Benedict Financial Advisors Inc
|
BUY
|
- |
5.62K+ 47.09% |
$457K - $468K
|
17.5K
$1.44M
|
|
|
Nov 13, 2024
Q3 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
5.56K+ 5.01% |
$452K - $463K
|
116K
$9.54M
|
|
|
Nov 08, 2024
Q3 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
5.43KNew |
$442K - $452K
|
5.43K
$445K
|
|
|
Oct 08, 2024
Q3 2024
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
5.19K+ 6.63% |
$422K - $432K
|
83.5K
$6.85M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
5.13K+ 70.42% |
$417K - $427K
|
12.4K
$1.02M
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
5.08K+ 6.13% |
$413K - $423K
|
87.8K
$7.2M
|
|
|
Oct 22, 2024
Q3 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
5.07K+ 42.21% |
$412K - $422K
|
17.1K
$1.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
5.06K+ 9.51% |
$411K - $421K
|
58.2K
$4.78M
|
|
|
Oct 24, 2024
Q3 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
4.89K+ 6.47% |
$397K - $407K
|
80.4K
$6.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.88K+ 7.05% |
$397K - $406K
|
74.1K
$6.08M
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
4.83K+ 1.49% |
$393K - $402K
|
329K
$27M
|
|
|
Oct 31, 2024
Q3 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
4.82K+ 3.5% |
$392K - $402K
|
143K
$11.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
BUY
|
- |
4.69K+ 15.59% |
$381K - $390K
|
34.8K
$2.85M
|
|
|
Nov 08, 2024
Q3 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
4.68KNew |
$380K - $389K
|
4.68K
$383K
|
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
4.59KNew |
$373K - $382K
|
4.59K
$376K
|
|
|
Oct 24, 2024
Q3 2024
|
Barry Investment Advisors, LLC
|
BUY
|
- |
4.54K+ 36.41% |
$369K - $378K
|
17K
$1.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
4.41K+ 1.03% |
$359K - $367K
|
432K
$35.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
4.41K+ 15.82% |
$358K - $367K
|
32.2K
$2.65M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.36K+ 16.65% |
$355K - $363K
|
30.6K
$2.51M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.36K+ 4.37% |
$354K - $363K
|
104K
$8.54M
|
|
|
Nov 08, 2024
Q3 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
4.36KNew |
$354K - $363K
|
4.36K
$357K
|
|
|
Oct 23, 2024
Q3 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
4.27K+ 5.8% |
$347K - $356K
|
77.9K
$6.39M
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
4.23K+ 37.02% |
$344K - $353K
|
15.7K
$1.29M
|
|
|
Nov 04, 2024
Q3 2024
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
4.21K+ 13.56% |
$342K - $351K
|
35.3K
$2.89M
|
|
|
Oct 23, 2024
Q3 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
4.15K+ 1.9% |
$338K - $346K
|
222K
$18.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
4.12K+ 4.4% |
$335K - $343K
|
97.6K
$8M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
4.06KNew |
$330K - $338K
|
4.06K
$333K
|
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
4.04K+ 36.6% |
$328K - $336K
|
15.1K
$1.24M
|
|
|
Oct 28, 2024
Q3 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
3.97K+ 118.38% |
$323K - $331K
|
7.33K
$601K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
3.86K+ 32.55% |
$314K - $321K
|
15.7K
$1.29M
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.81K+ 13.22% |
$310K - $317K
|
32.6K
$2.67M
|
|
|
Oct 31, 2024
Q3 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
3.76KNew |
$306K - $313K
|
3.76K
$309K
|
|
|
Oct 24, 2024
Q3 2024
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
3.7KNew |
$301K - $309K
|
3.7K
$304K
|
|
|
Nov 14, 2024
Q3 2024
|
Promethium Advisors,Llc
Bethesda, MD |
BUY
|
- |
3.7KNew |
$301K - $308K
|
3.7K
$304K
|
|
|
Oct 24, 2024
Q3 2024
|
Welch Group, LLC
|
BUY
|
- |
3.67K+ 26.15% |
$298K - $305K
|
17.7K
$1.45M
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
3.67K+ 18.03% |
$298K - $305K
|
24K
$1.97M
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
3.6KNew |
$293K - $300K
|
3.6K
$295K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.56K+ 28.94% |
$290K - $297K
|
15.9K
$1.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
3.53KNew |
$287K - $294K
|
3.53K
$290K
|
|
|
Oct 28, 2024
Q3 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
3.45KNew |
$280K - $287K
|
3.45K
$283K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.41K+ 15.35% |
$277K - $284K
|
25.6K
$2.1M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
3.33K+ 37.18% |
$270K - $277K
|
12.3K
$1.01M
|
|
|
Nov 04, 2024
Q3 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
3.3K+ 3928.57% |
$268K - $275K
|
3.38K
$278K
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
3.23K+ 6.25% |
$262K - $269K
|
54.9K
$4.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
3.21KNew |
$261K - $267K
|
3.21K
$263K
|
|
|
Nov 14, 2024
Q3 2024
|
Vernal Point Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.15K+ 3.98% |
$256K - $262K
|
82.4K
$6.76M
|
|
|
Nov 12, 2024
Q3 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
3.15K+ 4.54% |
$256K - $262K
|
72.5K
$5.94M
|