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 |
---|---|---|---|---|---|---|---|
Oct 24, 2024
Q3 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-477- 5.76% |
$38.8K - $39.7K
|
7.8K
$640K
|
|
Oct 23, 2024
Q3 2024
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-473- 16.38% |
$38.5K - $39.4K
|
2.42K
$198K
|
|
Nov 04, 2024
Q3 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-469- 10.6% |
$38.1K - $39.1K
|
3.95K
$325K
|
|
Oct 15, 2024
Q3 2024
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-463- 4.93% |
$37.6K - $38.6K
|
8.92K
$732K
|
|
Oct 30, 2024
Q3 2024
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-462- 1.0% |
$37.6K - $38.5K
|
45.6K
$3.74M
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-460- 9.53% |
$37.4K - $38.3K
|
4.37K
$359K
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-460- 53.49% |
$37.4K - $38.3K
|
400
$32.8K
|
|
Nov 13, 2024
Q3 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-448- 7.85% |
$36.4K - $37.3K
|
5.26K
$432K
|
|
Nov 07, 2024
Q3 2024
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-445- 0.92% |
$36.2K - $37.1K
|
48.2K
$3.96M
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-436- 1.45% |
$35.5K - $36.3K
|
29.5K
$2.43M
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-421- 0.66% |
$34.2K - $35.1K
|
63K
$5.17M
|
|
Oct 07, 2024
Q3 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-420- 2.35% |
$34.2K - $35K
|
17.4K
$1.43M
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-412- 5.67% |
$33.5K - $34.3K
|
6.86K
$563K
|
|
Oct 15, 2024
Q3 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-412- 28.47% |
$33.5K - $34.3K
|
1.04K
$85K
|
|
Nov 12, 2024
Q3 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-400- 5.73% |
$32.5K - $33.3K
|
6.59K
$541K
|
|
Oct 01, 2024
Q3 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-398- 6.17% |
$32.4K - $33.1K
|
6.06K
$497K
|
|
Oct 24, 2024
Q3 2024
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-390- 8.85% |
$31.7K - $32.5K
|
4.02K
$330K
|
|
Oct 25, 2024
Q3 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-376- 9.17% |
$30.6K - $31.3K
|
3.72K
$306K
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-376- 6.12% |
$30.6K - $31.3K
|
5.77K
$473K
|
|
Nov 05, 2024
Q3 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-370- 0.07% |
$30.1K - $30.8K
|
518K
$42.5M
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-370- 1.18% |
$30.1K - $30.8K
|
31K
$2.55M
|
|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-368- 1.14% |
$29.9K - $30.7K
|
31.8K
$2.61M
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-362- 9.22% |
$29.4K - $30.2K
|
3.56K
$293K
|
|
Nov 13, 2024
Q3 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-351- 9.64% |
$28.5K - $29.2K
|
3.29K
$270K
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-345- 7.46% |
$28.1K - $28.7K
|
4.28K
$351K
|
|
Oct 21, 2024
Q3 2024
|
Dock Street Asset Management Inc
|
SELL
|
- |
-343- 0.32% |
$27.9K - $28.6K
|
108K
$8.84M
|
|
Nov 14, 2024
Q3 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-342- 9.96% |
$27.8K - $28.5K
|
3.09K
$254K
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-322- 3.12% |
$26.2K - $26.8K
|
10K
$821K
|
|
Oct 09, 2024
Q3 2024
|
Stephens Group Asset Management, LLC
|
SELL
|
- |
-315- 8.24% |
$25.6K - $26.2K
|
3.51K
$288K
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-310- 7.95% |
$25.2K - $25.8K
|
3.59K
$294K
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-309- 1.35% |
$25.1K - $25.7K
|
22.6K
$1.86M
|
|
Oct 07, 2024
Q3 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-301- 27.07% |
$24.5K - $25.1K
|
811
$66.6K
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-300- 31.91% |
$24.4K - $25K
|
640
$52.5K
|
|
Oct 10, 2024
Q3 2024
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-299- 2.1% |
$24.3K - $24.9K
|
13.9K
$1.14M
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-286- 4.78% |
$23.3K - $23.8K
|
5.7K
$468K
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-276- 3.09% |
$22.4K - $23K
|
8.66K
$711K
|
|
Oct 31, 2024
Q3 2024
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-275- 4.81% |
$22.4K - $22.9K
|
5.45K
$447K
|
|
Nov 15, 2024
Q3 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-270- 3.99% |
$22K - $22.5K
|
6.49K
$533K
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-259- 1.33% |
$21.1K - $21.6K
|
19.2K
$1.58M
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
SELL
|
- |
-240- 2.69% |
$19.5K - $20K
|
8.69K
$713K
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-234- 2.77% |
$19K - $19.5K
|
8.21K
$674K
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-231- 0.48% |
$18.8K - $19.2K
|
48K
$3.94M
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-230- 0.4% |
$18.7K - $19.2K
|
57.9K
$4.76M
|
|
Nov 14, 2024
Q3 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-207- 0.41% |
$16.8K - $17.2K
|
50.3K
$4.13M
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-207- 1.08% |
$16.8K - $17.2K
|
19K
$1.56M
|
|
Nov 14, 2024
Q3 2024
|
Weaver Consulting Group
|
SELL
|
- |
-206- 1.69% |
$16.7K - $17.2K
|
12K
$982K
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-204- 1.97% |
$16.6K - $17K
|
10.2K
$834K
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-200- 3.38% |
$16.3K - $16.7K
|
5.72K
$470K
|
|
Oct 25, 2024
Q3 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-200- 7.59% |
$16.3K - $16.7K
|
2.44K
$200K
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-195- 2.84% |
$15.9K - $16.2K
|
6.66K
$547K
|