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 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
696+ 13.19% |
$56.6K - $58K
|
5.97K
$490K
|
|
|
Nov 04, 2024
Q3 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
684+ 3.48% |
$55.6K - $57K
|
20.3K
$1.67M
|
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
675+ 0.82% |
$54.9K - $56.2K
|
82.7K
$6.79M
|
|
|
Oct 10, 2024
Q3 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
630+ 7.57% |
$51.2K - $52.5K
|
8.96K
$735K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
625+ 20.32% |
$50.8K - $52.1K
|
3.7K
$304K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
621+ 16.84% |
$50.5K - $51.7K
|
4.31K
$353K
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
607+ 3.16% |
$49.4K - $50.6K
|
19.8K
$1.62M
|
|
|
Nov 08, 2024
Q3 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
605+ 0.6% |
$49.2K - $50.4K
|
101K
$8.32M
|
|
|
Nov 01, 2024
Q3 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
580+ 40.45% |
$47.2K - $48.3K
|
2.01K
$165K
|
|
|
Oct 18, 2024
Q3 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
580New |
$47.2K - $48.3K
|
580
$47.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
559New |
$45.5K - $46.6K
|
559
$45.9K
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
BUY
|
- |
550+ 4.99% |
$44.7K - $45.8K
|
11.6K
$949K
|
|
|
Oct 25, 2024
Q3 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
540+ 7.32% |
$43.9K - $45K
|
7.91K
$649K
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
513+ 5.23% |
$41.7K - $42.7K
|
10.3K
$846K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
509+ 1.3% |
$41.4K - $42.4K
|
39.6K
$3.25M
|
|
|
Nov 12, 2024
Q3 2024
|
St. James Investment Company, LLC
|
BUY
|
- |
505+ 3.64% |
$41.1K - $42.1K
|
14.4K
$1.18M
|
|
|
Nov 05, 2024
Q3 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
503+ 1.77% |
$40.9K - $41.9K
|
29K
$2.38M
|
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
BUY
|
- |
499+ 4.82% |
$40.6K - $41.6K
|
10.8K
$889K
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
484+ 24.1% |
$39.4K - $40.3K
|
2.49K
$204K
|
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
BUY
|
- |
480+ 1.84% |
$39K - $40K
|
26.6K
$2.18M
|
|
|
Nov 07, 2024
Q3 2024
|
ETF Store, Inc.
|
BUY
|
- |
458+ 10.11% |
$37.2K - $38.1K
|
4.99K
$409K
|
|
|
Nov 14, 2024
Q3 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
439+ 2.39% |
$35.7K - $36.6K
|
18.8K
$1.54M
|
|
|
Oct 25, 2024
Q3 2024
|
Bay Rivers Group
|
BUY
|
- |
436+ 13.44% |
$35.5K - $36.3K
|
3.68K
$302K
|
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
433+ 14.78% |
$35.2K - $36.1K
|
3.36K
$276K
|
|
|
Nov 12, 2024
Q3 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
430+ 9.31% |
$35K - $35.8K
|
5.05K
$414K
|
|
|
Nov 13, 2024
Q3 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
420+ 9.12% |
$34.2K - $35K
|
5.03K
$412K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
407+ 1.44% |
$33.1K - $33.9K
|
28.6K
$2.35M
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
401+ 9.3% |
$32.6K - $33.4K
|
4.71K
$387K
|
|
|
Oct 23, 2024
Q3 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
397+ 5.29% |
$32.3K - $33.1K
|
7.91K
$649K
|
|
|
Nov 12, 2024
Q3 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
390+ 5.05% |
$31.7K - $32.5K
|
8.11K
$665K
|
|
|
Nov 08, 2024
Q3 2024
|
New Potomac Partners, LLC
|
BUY
|
- |
385New |
$31.3K - $32.1K
|
385
$31.6K
|
|
|
Nov 13, 2024
Q3 2024
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
357+ 1.43% |
$29K - $29.7K
|
25.3K
$2.07M
|
|
|
Oct 28, 2024
Q3 2024
|
Durante & Waters, LLC
Brewster, NY |
BUY
|
- |
343+ 0.42% |
$27.9K - $28.6K
|
81.3K
$6.67M
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
322New |
$26.2K - $26.8K
|
322
$26.4K
|
|
|
Oct 07, 2024
Q3 2024
|
New Capital Management LP
|
BUY
|
- |
319+ 0.89% |
$25.9K - $26.6K
|
36.1K
$2.96M
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
295+ 1.61% |
$24K - $24.6K
|
18.6K
$1.53M
|
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
292New |
$23.7K - $24.3K
|
292
$24K
|
|
|
Oct 09, 2024
Q3 2024
|
A. D. Beadell Investment Counsel, Inc.
|
BUY
|
- |
292+ 4.78% |
$23.7K - $24.3K
|
6.41K
$525K
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
BUY
|
- |
275+ 2.55% |
$22.4K - $22.9K
|
11K
$906K
|
|
|
Nov 12, 2024
Q3 2024
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
270+ 1.0% |
$22K - $22.5K
|
27.2K
$2.23M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
258+ 8.78% |
$21K - $21.5K
|
3.2K
$262K
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
250+ 0.67% |
$20.3K - $20.8K
|
37.6K
$3.09M
|
|
|
Oct 24, 2024
Q3 2024
|
Sterling Manor Financial, LLC
|
BUY
|
- |
247+ 0.4% |
$20.1K - $20.6K
|
61.8K
$5.07M
|
|
|
Oct 21, 2024
Q3 2024
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
245+ 0.87% |
$19.9K - $20.4K
|
28.5K
$2.33M
|
|
|
Oct 08, 2024
Q3 2024
|
Cadinha & CO LLC
|
BUY
|
- |
240+ 4.71% |
$19.5K - $20K
|
5.34K
$438K
|
|
|
Nov 08, 2024
Q3 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
234+ 5.89% |
$19K - $19.5K
|
4.21K
$345K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
217+ 1.13% |
$17.6K - $18.1K
|
19.4K
$1.59M
|
|
|
Oct 18, 2024
Q3 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
216+ 1.29% |
$17.6K - $18K
|
16.9K
$1.39M
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
211+ 3.86% |
$17.2K - $17.6K
|
5.67K
$465K
|
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
BUY
|
- |
203+ 4.14% |
$16.5K - $16.9K
|
5.1K
$419K
|