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 |
---|---|---|---|---|---|---|---|
Jan 31, 2023
Q4 2022
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-4.46K- 39.85% |
$360K - $364K
|
6.73K
$549K
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-4.07K- 1.79% |
$328K - $332K
|
223K
$18.2M
|
|
Jan 17, 2023
Q4 2022
|
Donald L. Hagan, LLC
|
SELL
|
- |
-3.55K- 10.02% |
$286K - $289K
|
31.8K
$2.59M
|
|
Feb 03, 2023
Q4 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-2.98K- 37.38% |
$240K - $243K
|
5K
$407K
|
|
Feb 06, 2023
Q4 2022
|
Lutz Financial Services LLC
|
SELL
|
- |
-2.84K- 51.04% |
$229K - $231K
|
2.72K
$222K
|
|
Jan 20, 2023
Q4 2022
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-2.81K- 7.37% |
$226K - $229K
|
35.3K
$2.87M
|
|
Feb 01, 2023
Q4 2022
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-1.34K- 5.04% |
$108K - $109K
|
25.3K
$2.06M
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
SELL
|
- |
-1.23K- 25.55% |
$99.4K - $101K
|
3.59K
$293K
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-1.13K- 19.17% |
$90.9K - $92K
|
4.76K
$388K
|
|
Jan 23, 2023
Q4 2022
|
Strategic Advisors LLC
|
SELL
|
- |
-1.11K- 13.47% |
$89.1K - $90.2K
|
7.11K
$579K
|
|
Jan 27, 2023
Q4 2022
|
Annex Advisory Services, LLC
|
SELL
|
- |
-1.04K- 16.58% |
$83.9K - $84.9K
|
5.24K
$427K
|
|
Feb 03, 2023
Q4 2022
|
Klingman & Associates, LLC
|
SELL
|
- |
-1.01K- 15.19% |
$81K - $81.9K
|
5.61K
$457K
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-981- 6.79% |
$79.1K - $80K
|
13.5K
$1.1M
|
|
Jan 11, 2023
Q4 2022
|
Coho Partners, Ltd.
|
SELL
|
- |
-830- 1.15% |
$66.9K - $67.7K
|
71.2K
$5.8M
|
|
Feb 14, 2023
Q4 2022
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-795- 24.13% |
$64.1K - $64.8K
|
2.5K
$204K
|
|
Feb 13, 2023
Q4 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-620- 73.37% |
$50K - $50.5K
|
225
$18.3K
|
|
Jan 31, 2023
Q4 2022
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-312- 10.35% |
$25.1K - $25.4K
|
2.7K
$220K
|
|
Feb 03, 2023
Q4 2022
|
Oakworth Capital, Inc.
|
SELL
|
- |
-300- 50.0% |
$24.2K - $24.5K
|
300
$24.5K
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-213- 6.78% |
$17.2K - $17.4K
|
2.93K
$239K
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-212- 13.42% |
$17.1K - $17.3K
|
1.37K
$111K
|
|
Jan 20, 2023
Q4 2022
|
Everett Harris & CO
|
SELL
|
- |
-178- 5.15% |
$14.3K - $14.5K
|
3.28K
$267K
|
|
Jan 17, 2023
Q4 2022
|
J2 Capital Management Inc
|
SELL
|
- |
-160- 0.35% |
$12.9K - $13K
|
45.8K
$3.73M
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
SELL
|
- |
-130- 1.05% |
$10.5K - $10.6K
|
12.2K
$996K
|
|
Feb 14, 2023
Q4 2022
|
Harvest Investment Services, LLC
|
SELL
|
- |
-80- 2.09% |
$6.45K - $6.52K
|
3.74K
$305K
|
|
Feb 13, 2023
Q4 2022
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-79- 1.47% |
$6.37K - $6.44K
|
5.28K
$430K
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-67- 1.17% |
$5.4K - $5.46K
|
5.68K
$463K
|
|
Jan 20, 2023
Q4 2022
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-46- 1.62% |
$3.71K - $3.75K
|
2.79K
$228K
|
|
Feb 09, 2023
Q4 2022
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-15- 0.29% |
$1.21K - $1.22K
|
5.09K
$415K
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
SELL
|
- |
-5- 6.25% |
$403 - $408
|
75
$6.11K
|
|
Q3 2022 | |||||||
Oct 14, 2022
Q3 2022
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-254K- 86.19% |
$20.6M - $21.1M
|
40.7K
$3.32M
|
|
Nov 04, 2022
Q3 2022
|
Estate Counselors, LLC
|
SELL
|
- |
-245K- 62.2% |
$19.9M - $20.3M
|
149K
$12.1M
|
|
Nov 01, 2022
Q3 2022
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-192K- 97.85% |
$15.6M - $15.9M
|
4.22K
$344K
|
|
Oct 25, 2022
Q3 2022
|
Ferguson Shapiro LLC
|
SELL
|
- |
-90K- 54.63% |
$7.31M - $7.47M
|
74.7K
$6.09M
|
|
Oct 26, 2022
Q3 2022
|
Mader & Shannon Wealth Management, Inc.
|
SELL
|
- |
-79.9K- 95.05% |
$6.49M - $6.64M
|
4.16K
$339K
|
|
Nov 10, 2022
Q3 2022
|
Abrdn PLC
|
SELL
|
- |
-68.9K- 54.43% |
$5.59M - $5.72M
|
57.7K
$4.7M
|
|
Oct 12, 2022
Q3 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-66.1K- 93.0% |
$5.37M - $5.49M
|
4.97K
$405K
|
|
Oct 13, 2022
Q3 2022
|
Newfound Research LLC
|
SELL
|
- |
-35.9K- 32.28% |
$2.91M - $2.98M
|
75.2K
$6.13M
|
|
Oct 04, 2022
Q3 2022
|
Ubp Investment Advisors Sa
|
SELL
|
- |
-24.5K- 31.13% |
$1.99M - $2.04M
|
54.2K
$4.42M
|
|
Oct 19, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-14.4K- 84.08% |
$1.17M - $1.2M
|
2.72K
$222K
|
|
Nov 14, 2022
Q3 2022
|
Truepoint, Inc.
|
SELL
|
- |
-9.4K- 28.24% |
$764K - $781K
|
23.9K
$1.95M
|
|
Oct 12, 2022
Q3 2022
|
Emerald Advisors, LLC
|
SELL
|
- |
-6.44K- 41.49% |
$523K - $535K
|
9.09K
$741K
|
|
Nov 14, 2022
Q3 2022
|
Q3 Asset Management
|
SELL
|
- |
-5.41K- 13.63% |
$440K - $450K
|
34.3K
$2.8M
|
|
Nov 15, 2022
Q3 2022
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-5.1KClosed |
$414K - $423K
|
0
$0
|
|
Oct 21, 2022
Q3 2022
|
Cra Financial Services, LLC
|
SELL
|
- |
-4.09K- 36.84% |
$332K - $339K
|
7K
$571K
|
|
Nov 09, 2022
Q3 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-4KClosed |
$325K - $332K
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-2.65K- 26.91% |
$215K - $220K
|
7.2K
$587K
|
|
Nov 02, 2022
Q3 2022
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-2.41K- 20.37% |
$196K - $200K
|
9.43K
$769K
|
|
Nov 07, 2022
Q3 2022
|
Berkshire Bank
|
SELL
|
- |
-2.27K- 34.15% |
$184K - $189K
|
4.38K
$357K
|
|
Nov 01, 2022
Q3 2022
|
Anson Capital, Inc.
|
SELL
|
- |
-867- 7.77% |
$70.4K - $72K
|
10.3K
$838K
|
|
Oct 17, 2022
Q3 2022
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-833- 23.74% |
$67.7K - $69.2K
|
2.68K
$218K
|