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 |
---|---|---|---|---|---|---|---|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-14K- 31.86% |
$1.14M - $1.14M
|
30K
$2.5M
|
|
Aug 07, 2024
Q2 2024
|
Biltmore Family Office, LLC
|
SELL
|
- |
-13.3K- 16.14% |
$1.08M - $1.09M
|
69.3K
$5.77M
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-12.6K- 20.44% |
$1.02M - $1.03M
|
49.1K
$4.09M
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-12.5K- 59.39% |
$1.01M - $1.02M
|
8.54K
$711K
|
|
Aug 01, 2024
Q2 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-12.1K- 44.44% |
$981K - $988K
|
15.1K
$1.26M
|
|
Jul 15, 2024
Q2 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-11.6K- 54.97% |
$939K - $946K
|
9.49K
$790K
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-11.6K- 39.99% |
$937K - $944K
|
17.4K
$1.45M
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-11.5K- 40.6% |
$930K - $937K
|
16.8K
$1.4M
|
|
Aug 14, 2024
Q2 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-11.3K- 10.84% |
$916K - $923K
|
93K
$7.75M
|
|
Aug 07, 2024
Q2 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-11.1K- 7.97% |
$903K - $910K
|
129K
$10.7M
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-11.1K- 27.18% |
$902K - $909K
|
29.8K
$2.48M
|
|
Aug 13, 2024
Q2 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-10.7K- 9.59% |
$867K - $874K
|
101K
$8.4M
|
|
Jul 12, 2024
Q2 2024
|
Edge Wealth Management LLC
|
SELL
|
- |
-10.6K- 2.87% |
$857K - $864K
|
358K
$29.8M
|
|
Jul 26, 2024
Q2 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-10.5K- 23.37% |
$854K - $861K
|
34.6K
$2.88M
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-10.2K- 3.23% |
$830K - $836K
|
307K
$25.6M
|
|
Jul 19, 2024
Q2 2024
|
Cpr Investments Inc.
Rochester, MI |
SELL
|
- |
-9.77K- 18.48% |
$792K - $798K
|
43.1K
$3.59M
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-9.74K- 13.13% |
$789K - $795K
|
64.4K
$5.36M
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-9.61K- 9.17% |
$779K - $785K
|
95.3K
$7.93M
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-9.45K- 34.02% |
$766K - $772K
|
18.3K
$1.53M
|
|
Jul 25, 2024
Q2 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-9.29K- 16.13% |
$753K - $759K
|
48.3K
$4.02M
|
|
Aug 14, 2024
Q2 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-9.14K- 18.33% |
$740K - $746K
|
40.7K
$3.39M
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-9.08K- 6.06% |
$736K - $741K
|
141K
$11.7M
|
|
Aug 06, 2024
Q2 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
SELL
|
- |
-8.94K- 23.7% |
$725K - $730K
|
28.8K
$2.4M
|
|
Jul 22, 2024
Q2 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-8.79K- 25.65% |
$713K - $718K
|
25.5K
$2.12M
|
|
Jul 16, 2024
Q2 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-8.78K- 28.98% |
$711K - $717K
|
21.5K
$1.79M
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-8.72K- 34.16% |
$707K - $712K
|
16.8K
$1.4M
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-8.57K- 36.34% |
$694K - $699K
|
15K
$1.25M
|
|
Aug 02, 2024
Q2 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-8.56K- 5.36% |
$694K - $699K
|
151K
$12.6M
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-8.51K- 8.16% |
$690K - $695K
|
95.8K
$7.98M
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-8.47K- 9.29% |
$687K - $692K
|
82.7K
$6.89M
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-8.36K- 7.74% |
$677K - $682K
|
99.6K
$8.29M
|
|
Aug 02, 2024
Q2 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-8K- 70.7% |
$648K - $653K
|
3.32K
$276K
|
|
Jul 19, 2024
Q2 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-7.68K- 14.71% |
$623K - $627K
|
44.6K
$3.71M
|
|
Jul 30, 2024
Q2 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-7.58K- 13.34% |
$615K - $619K
|
49.2K
$4.1M
|
|
Jul 12, 2024
Q2 2024
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-7.37K- 34.12% |
$597K - $602K
|
14.2K
$1.19M
|
|
Jul 12, 2024
Q2 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-7.29K- 14.9% |
$591K - $596K
|
41.6K
$3.47M
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-7.26K- 11.09% |
$588K - $593K
|
58.2K
$4.84M
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-7.22K- 27.58% |
$585K - $589K
|
18.9K
$1.58M
|
|
Aug 14, 2024
Q2 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-7.16K- 32.94% |
$581K - $585K
|
14.6K
$1.21M
|
|
Jul 22, 2024
Q2 2024
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-7.14K- 49.85% |
$579K - $583K
|
7.18K
$598K
|
|
Jul 30, 2024
Q2 2024
|
Platform Technology Partners
|
SELL
|
- |
-7.14K- 16.65% |
$579K - $583K
|
35.7K
$2.98M
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-7.1K- 44.87% |
$575K - $580K
|
8.72K
$726K
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-7.08K- 5.34% |
$574K - $578K
|
126K
$10.5M
|
|
Aug 06, 2024
Q2 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-7.06K- 14.03% |
$572K - $577K
|
43.3K
$3.6M
|
|
Aug 14, 2024
Q2 2024
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-7.04K- 32.3% |
$571K - $575K
|
14.8K
$1.23M
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-6.94K- 26.59% |
$563K - $567K
|
19.2K
$1.6M
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-6.38K- 42.22% |
$517K - $521K
|
8.73K
$727K
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-6.17K- 19.41% |
$500K - $504K
|
25.6K
$2.13M
|
|
Aug 14, 2024
Q2 2024
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-6.17K- 11.25% |
$500K - $503K
|
48.6K
$4.05M
|
|
Jul 30, 2024
Q2 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-6.06K- 51.2% |
$491K - $495K
|
5.78K
$481K
|