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 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
203+ 4.83% |
$16.5K - $16.9K
|
4.4K
$361K
|
|
|
Oct 29, 2024
Q3 2024
|
Van Eck Associates Corp
|
BUY
|
- |
203New |
$16.5K - $16.9K
|
203
$16.7K
|
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
200New |
$16.3K - $16.7K
|
200
$16.4K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
200+ 1.59% |
$16.3K - $16.7K
|
12.8K
$1.05M
|
|
|
Oct 29, 2024
Q3 2024
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
192+ 0.36% |
$15.6K - $16K
|
53.9K
$4.42M
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
181New |
$14.7K - $15.1K
|
181
$14.8K
|
|
|
Oct 29, 2024
Q3 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
178New |
$14.5K - $14.8K
|
178
$14.6K
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
178+ 4.44% |
$14.5K - $14.8K
|
4.19K
$344K
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
169+ 1.75% |
$13.7K - $14.1K
|
9.84K
$807K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
168+ 8.43% |
$13.7K - $14K
|
2.16K
$177K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
167+ 23.32% |
$13.6K - $13.9K
|
883
$72.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Jordan Park Group LLC
|
BUY
|
- |
161+ 1.01% |
$13.1K - $13.4K
|
16.1K
$1.32M
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
155+ 387.5% |
$12.6K - $12.9K
|
195
$16K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
153+ 1.58% |
$12.4K - $12.7K
|
9.84K
$807K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
153+ 2.56% |
$12.4K - $12.7K
|
6.13K
$502K
|
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
152+ 0.74% |
$12.4K - $12.7K
|
20.8K
$1.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
BUY
|
- |
140+ 2.28% |
$11.4K - $11.7K
|
6.28K
$515K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
127+ 0.23% |
$10.3K - $10.6K
|
55.1K
$4.52M
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
120+ 0.47% |
$9.76K - $9.99K
|
25.8K
$2.11M
|
|
|
Oct 16, 2024
Q3 2024
|
Patton Fund Management, Inc.
|
BUY
|
- |
108+ 1.39% |
$8.78K - $9K
|
7.88K
$646K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
107+ 1.32% |
$8.7K - $8.91K
|
8.21K
$673K
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
107+ 1.56% |
$8.7K - $8.91K
|
6.97K
$572K
|
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
100New |
$8.13K - $8.33K
|
100
$8.2K
|
|
|
Oct 09, 2024
Q3 2024
|
Stolper CO
|
BUY
|
- |
92+ 1.15% |
$7.48K - $7.66K
|
8.1K
$664K
|
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
87+ 0.91% |
$7.07K - $7.25K
|
9.6K
$787K
|
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
78+ 0.8% |
$6.34K - $6.5K
|
9.84K
$807K
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
BUY
|
- |
76+ 0.54% |
$6.18K - $6.33K
|
14.2K
$1.16M
|
|
|
Oct 18, 2024
Q3 2024
|
Columbus Macro, LLC
|
BUY
|
- |
75+ 2.3% |
$6.1K - $6.25K
|
3.34K
$274K
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
65New |
$5.29K - $5.41K
|
65
$5.33K
|
|
|
Nov 07, 2024
Q3 2024
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
62+ 1.66% |
$5.04K - $5.16K
|
3.8K
$312K
|
|
|
Oct 11, 2024
Q3 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
62+ 0.65% |
$5.04K - $5.16K
|
9.64K
$791K
|
|
|
Oct 07, 2024
Q3 2024
|
Twele Capital Management, Inc.
|
BUY
|
- |
62+ 1.23% |
$5.04K - $5.16K
|
5.09K
$417K
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
61+ 0.61% |
$4.96K - $5.08K
|
10K
$820K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
60+ 3.26% |
$4.88K - $5K
|
1.9K
$156K
|
|
|
Oct 16, 2024
Q3 2024
|
Optimum Investment Advisors
|
BUY
|
- |
60+ 1.92% |
$4.88K - $5K
|
3.19K
$261K
|
|
|
Oct 15, 2024
Q3 2024
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
60+ 1.78% |
$4.88K - $5K
|
3.43K
$281K
|
|
|
Nov 12, 2024
Q3 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
50+ 0.99% |
$4.07K - $4.16K
|
5.1K
$418K
|
|
|
Nov 12, 2024
Q3 2024
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
50+ 0.37% |
$4.07K - $4.16K
|
13.4K
$1.1M
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
BUY
|
- |
48+ 0.72% |
$3.9K - $4K
|
6.68K
$548K
|
|
|
Nov 07, 2024
Q3 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
46New |
$3.74K - $3.83K
|
46
$3.77K
|
|
|
Oct 07, 2024
Q3 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
42+ 0.66% |
$3.42K - $3.5K
|
6.4K
$525K
|
|
|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
41+ 0.66% |
$3.33K - $3.41K
|
6.27K
$514K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
41+ 7.27% |
$3.33K - $3.41K
|
605
$49.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
40+ 53.33% |
$3.25K - $3.33K
|
115
$9.43K
|
|
|
Oct 28, 2024
Q3 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
40+ 0.2% |
$3.25K - $3.33K
|
20.2K
$1.66M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
31+ 0.31% |
$2.52K - $2.58K
|
10K
$823K
|
|
|
Oct 30, 2024
Q3 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
29+ 0.98% |
$2.36K - $2.42K
|
2.98K
$244K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
27+ 0.11% |
$2.2K - $2.25K
|
24.5K
$2.01M
|
|
|
Nov 01, 2024
Q3 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
27+ 0.66% |
$2.2K - $2.25K
|
4.12K
$338K
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
26+ 0.17% |
$2.11K - $2.17K
|
14.9K
$1.22M
|