Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-9Closed |
$729 - $735
|
0
$0
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Perella Weinberg Partners Capital Management LP
|
SELL
|
- |
-655K- 37.02% |
$53.4M - $54M
|
1.11M
$91.5M
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-469K- 84.8% |
$38.2M - $38.6M
|
84.1K
$6.91M
|
|
|
May 09, 2024
Q1 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-239K- 98.06% |
$19.5M - $19.7M
|
4.71K
$387K
|
|
|
May 07, 2024
Q1 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-125K- 91.63% |
$10.2M - $10.3M
|
11.4K
$939K
|
|
|
May 03, 2024
Q1 2024
|
Easterly Investment Partners LLC
|
SELL
|
- |
-60K- 89.91% |
$4.89M - $4.94M
|
6.73K
$553K
|
|
|
Apr 19, 2024
Q1 2024
|
Advisor Resource Council
|
SELL
|
- |
-54.7K- 94.63% |
$4.46M - $4.5M
|
3.1K
$255K
|
|
|
May 08, 2024
Q1 2024
|
3 Edge Asset Management, LP
|
SELL
|
- |
-14K- 7.49% |
$1.14M - $1.16M
|
173K
$14.2M
|
|
|
Jun 27, 2024
Q1 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-8.9KClosed |
$725K - $733K
|
0
$0
|
|
|
May 06, 2024
Q1 2024
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-8.3K- 9.4% |
$676K - $683K
|
79.9K
$6.56M
|
|
|
Apr 18, 2024
Q1 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-6.62K- 72.99% |
$539K - $545K
|
2.45K
$201K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-5.55K- 3.83% |
$452K - $457K
|
139K
$11.5M
|
|
|
May 13, 2024
Q1 2024
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-5.46K- 42.79% |
$445K - $450K
|
7.3K
$600K
|
|
|
May 13, 2024
Q1 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-3.6K- 28.37% |
$293K - $296K
|
9.08K
$745K
|
|
|
May 14, 2024
Q1 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-3.45K- 56.13% |
$281K - $284K
|
2.7K
$221K
|
|
|
May 08, 2024
Q1 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-2.97K- 97.28% |
$242K - $245K
|
83
$6.81K
|
|
|
Apr 30, 2024
Q1 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-2.68K- 94.54% |
$219K - $221K
|
155
$12.7K
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
SELL
|
- |
-2.5K- 73.36% |
$204K - $206K
|
908
$74.5K
|
|
|
May 14, 2024
Q1 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-2.31K- 32.14% |
$188K - $190K
|
4.87K
$400K
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-2.11K- 42.69% |
$172K - $174K
|
2.84K
$233K
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
SELL
|
- |
-1.81K- 9.1% |
$148K - $149K
|
18.1K
$1.49M
|
|
|
May 10, 2024
Q1 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-1.67K- 8.73% |
$136K - $138K
|
17.5K
$1.44M
|
|
|
May 01, 2024
Q1 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-1.66K- 32.79% |
$135K - $137K
|
3.41K
$280K
|
|
|
May 13, 2024
Q1 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-1.62K- 5.93% |
$132K - $133K
|
25.6K
$2.11M
|
|
|
Apr 15, 2024
Q1 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-1.58K- 18.92% |
$129K - $130K
|
6.76K
$555K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-1.52K- 44.85% |
$124K - $125K
|
1.87K
$154K
|
|
|
Apr 11, 2024
Q1 2024
|
Single Point Partners, LLC
|
SELL
|
- |
-1.21K- 3.25% |
$98.8K - $99.9K
|
36.1K
$2.96M
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-887- 1.72% |
$72.3K - $73K
|
50.5K
$4.15M
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-857- 99.88% |
$69.8K - $70.6K
|
1
$82.1
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-640- 35.77% |
$52.2K - $52.7K
|
1.15K
$94.3K
|
|
|
May 08, 2024
Q1 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-612- 3.93% |
$49.9K - $50.4K
|
14.9K
$1.23M
|
|
|
May 15, 2024
Q1 2024
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
SELL
|
- |
-600- 11.66% |
$48.9K - $49.4K
|
4.55K
$373K
|
|
|
Apr 16, 2024
Q1 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-418- 2.97% |
$34.1K - $34.4K
|
13.6K
$1.12M
|
|
|
May 08, 2024
Q1 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-295- 10.52% |
$24K - $24.3K
|
2.51K
$206K
|
|
|
May 13, 2024
Q1 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-265- 21.6% |
$21.6K - $21.8K
|
962
$79K
|
|
|
Apr 30, 2024
Q1 2024
|
Straight Path Wealth Management
|
SELL
|
- |
-195- 5.92% |
$15.9K - $16.1K
|
3.1K
$255K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-190- 2.07% |
$15.5K - $15.6K
|
8.99K
$738K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-175- 4.41% |
$14.3K - $14.4K
|
3.79K
$311K
|
|
|
May 08, 2024
Q1 2024
|
Shayne & Co., LLC
|
SELL
|
- |
-170- 2.62% |
$13.9K - $14K
|
6.31K
$518K
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-150- 2.0% |
$12.2K - $12.4K
|
7.36K
$604K
|
|
|
Apr 12, 2024
Q1 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-78- 2.73% |
$6.36K - $6.42K
|
2.78K
$228K
|
|
|
May 07, 2024
Q1 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-55- 2.09% |
$4.48K - $4.53K
|
2.58K
$212K
|
|
|
May 03, 2024
Q1 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-38- 15.38% |
$3.1K - $3.13K
|
209
$17.2K
|
|
|
Apr 18, 2024
Q1 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-38- 0.52% |
$3.1K - $3.13K
|
7.24K
$595K
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-35- 15.49% |
$2.85K - $2.88K
|
191
$15.7K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-28- 90.32% |
$2.28K - $2.31K
|
3
$246
|
|
|
Apr 04, 2024
Q1 2024
|
Ifs Advisors, LLC
|
SELL
|
- |
-17- 2.76% |
$1.39K - $1.4K
|
600
$49.3K
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-5- 5.38% |
$407 - $412
|
88
$7.22K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
PUT |
-856K- 93.05% |
$69M - $70.2M
|
63.9K
$5.25M
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-154K- 16.33% |
$12.4M - $12.6M
|
789K
$64.8M
|
|