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 23, 2024
Q3 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
1.56K+ 50.7% |
$127K - $130K
|
4.65K
$381K
|
|
|
Oct 15, 2024
Q3 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
1.55K+ 3.21% |
$126K - $129K
|
49.8K
$4.09M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
1.54K+ 15.74% |
$125K - $128K
|
11.3K
$929K
|
|
|
Oct 08, 2024
Q3 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
1.5K+ 13.06% |
$122K - $125K
|
13K
$1.07M
|
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
BUY
|
- |
1.47K+ 31.37% |
$119K - $122K
|
6.14K
$503K
|
|
|
Nov 07, 2024
Q3 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
1.42K+ 9.22% |
$116K - $118K
|
16.9K
$1.38M
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
BUY
|
- |
1.39K+ 29.29% |
$113K - $116K
|
6.14K
$503K
|
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.35K+ 4.39% |
$110K - $113K
|
32.1K
$2.63M
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
1.35KNew |
$110K - $112K
|
1.35K
$111K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.32K+ 20.7% |
$108K - $110K
|
7.71K
$633K
|
|
|
Oct 18, 2024
Q3 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
1.26K+ 1.85% |
$103K - $105K
|
69.3K
$5.68M
|
|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
1.25K+ 5.65% |
$102K - $104K
|
23.4K
$1.92M
|
|
|
Nov 13, 2024
Q3 2024
|
Wms Partners, LLC
|
BUY
|
- |
1.25K+ 37.59% |
$102K - $104K
|
4.58K
$375K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.25K+ 106.58% |
$101K - $104K
|
2.42K
$198K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
1.2KNew |
$97.2K - $99.6K
|
1.2K
$98.1K
|
|
|
Oct 09, 2024
Q3 2024
|
Modus Advisors, LLC
|
BUY
|
- |
1.18K+ 1.74% |
$96K - $98.4K
|
69K
$5.66M
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
1.16K+ 1.76% |
$94.3K - $96.6K
|
66.9K
$5.49M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.13K+ 13.18% |
$91.6K - $93.8K
|
9.67K
$793K
|
|
|
Nov 04, 2024
Q3 2024
|
Brickley Wealth Management
|
BUY
|
- |
1.13K+ 28.2% |
$91.5K - $93.7K
|
5.12K
$420K
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
1.12K+ 1.77% |
$91K - $93.2K
|
64.3K
$5.27M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.11K+ 0.3% |
$90.6K - $92.8K
|
367K
$30.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
1.11KNew |
$90.4K - $92.6K
|
1.11K
$91.2K
|
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
1.11K+ 9.73% |
$90.1K - $92.3K
|
12.5K
$1.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Independent Family Office, LLC
|
BUY
|
- |
1.1K+ 3.02% |
$89.4K - $91.6K
|
37.5K
$3.08M
|
|
|
Nov 06, 2024
Q3 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
1.1K+ 26.91% |
$89.3K - $91.5K
|
5.18K
$425K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
1.09KNew |
$88.5K - $90.6K
|
1.09K
$89.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
996New |
$81K - $83K
|
996
$81.7K
|
|
|
Oct 18, 2024
Q3 2024
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
977+ 15.46% |
$79.4K - $81.4K
|
7.3K
$598K
|
|
|
Oct 07, 2024
Q3 2024
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
976+ 4.09% |
$79.4K - $81.3K
|
24.8K
$2.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
968+ 2.24% |
$78.7K - $80.6K
|
44.1K
$3.62M
|
|
|
Oct 09, 2024
Q3 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
964+ 1.47% |
$78.4K - $80.3K
|
66.8K
$5.48M
|
|
|
Nov 13, 2024
Q3 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
953+ 2.37% |
$77.5K - $79.4K
|
41.1K
$3.37M
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
944New |
$76.8K - $78.6K
|
944
$77.4K
|
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
919New |
$74.7K - $76.5K
|
919
$75.4K
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
916+ 359.22% |
$74.5K - $76.3K
|
1.17K
$96.1K
|
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
BUY
|
- |
896+ 5.23% |
$72.9K - $74.6K
|
18K
$1.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
890+ 3.27% |
$72.4K - $74.1K
|
28.1K
$2.31M
|
|
|
Nov 04, 2024
Q3 2024
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
884+ 1.14% |
$71.9K - $73.6K
|
78.3K
$6.42M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
863+ 4.12% |
$70.2K - $71.9K
|
21.8K
$1.79M
|
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
848+ 2.66% |
$69K - $70.6K
|
32.7K
$2.68M
|
|
|
Oct 08, 2024
Q3 2024
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
825+ 10.57% |
$67.1K - $68.7K
|
8.63K
$708K
|
|
|
Oct 31, 2024
Q3 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
820+ 8.33% |
$66.7K - $68.3K
|
10.7K
$875K
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
819New |
$66.6K - $68.2K
|
819
$67.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
818+ 615.04% |
$66.5K - $68.1K
|
951
$78K
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
812+ 6.87% |
$66K - $67.6K
|
12.6K
$1.04M
|
|
|
Oct 15, 2024
Q3 2024
|
Mtc Wealth Management LLC
|
BUY
|
- |
809+ 0.7% |
$65.8K - $67.4K
|
117K
$9.58M
|
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
BUY
|
- |
799+ 60.21% |
$65K - $66.5K
|
2.13K
$174K
|
|
|
Nov 12, 2024
Q3 2024
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
753+ 1.72% |
$61.2K - $62.7K
|
44.6K
$3.66M
|
|
|
Oct 16, 2024
Q3 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
711+ 1.35% |
$57.8K - $59.2K
|
53.4K
$4.38M
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
696+ 3.47% |
$56.6K - $58K
|
20.8K
$1.7M
|