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 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-421- 22.54% |
$34.1K - $34.4K
|
1.45K
$120K
|
|
Jul 30, 2024
Q2 2024
|
Cadinha & CO LLC
|
SELL
|
- |
-413- 7.49% |
$33.5K - $33.7K
|
5.1K
$425K
|
|
Jul 22, 2024
Q2 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-400- 10.68% |
$32.4K - $32.7K
|
3.35K
$279K
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-399- 10.71% |
$32.3K - $32.6K
|
3.33K
$277K
|
|
Jul 16, 2024
Q2 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-392- 5.35% |
$31.8K - $32K
|
6.93K
$577K
|
|
Aug 09, 2024
Q2 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-390- 1.36% |
$31.6K - $31.8K
|
28.3K
$2.36M
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-386- 76.13% |
$31.3K - $31.5K
|
121
$10.1K
|
|
Aug 06, 2024
Q2 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-380- 1.28% |
$30.8K - $31K
|
29.2K
$2.43M
|
|
Aug 14, 2024
Q2 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-377- 7.14% |
$30.6K - $30.8K
|
4.9K
$408K
|
|
Jul 26, 2024
Q2 2024
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-366- 0.59% |
$29.7K - $29.9K
|
61.6K
$5.13M
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-361- 7.92% |
$29.3K - $29.5K
|
4.2K
$350K
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-355- 1.43% |
$28.8K - $29K
|
24.4K
$2.04M
|
|
Jul 22, 2024
Q2 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-353- 4.86% |
$28.6K - $28.8K
|
6.92K
$576K
|
|
Jul 23, 2024
Q2 2024
|
St. James Investment Company, LLC
|
SELL
|
- |
-345- 2.42% |
$28K - $28.2K
|
13.9K
$1.16M
|
|
Aug 02, 2024
Q2 2024
|
First National Trust CO
|
SELL
|
- |
-344- 3.03% |
$27.9K - $28.1K
|
11K
$918K
|
|
Jul 16, 2024
Q2 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-343- 4.82% |
$27.8K - $28K
|
6.77K
$564K
|
|
Aug 09, 2024
Q2 2024
|
Hassell Wealth Management, LLC
Houma, LA |
SELL
|
- |
-337- 3.44% |
$27.3K - $27.5K
|
9.47K
$788K
|
|
Aug 01, 2024
Q2 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-337- 3.58% |
$27.3K - $27.5K
|
9.08K
$756K
|
|
Aug 02, 2024
Q2 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-324- 7.09% |
$26.3K - $26.5K
|
4.25K
$354K
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-323- 29.18% |
$26.2K - $26.4K
|
784
$65.3K
|
|
Aug 06, 2024
Q2 2024
|
Camden Capital, LLC
|
SELL
|
- |
-322- 11.55% |
$26.1K - $26.3K
|
2.47K
$205K
|
|
Jul 29, 2024
Q2 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-302- 7.26% |
$24.5K - $24.7K
|
3.86K
$321K
|
|
Jul 18, 2024
Q2 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-298- 0.37% |
$24.2K - $24.3K
|
79.9K
$6.65M
|
|
Aug 08, 2024
Q2 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-286- 1.3% |
$23.2K - $23.4K
|
21.7K
$1.81M
|
|
Jul 17, 2024
Q2 2024
|
De Dora Capital, Inc.
|
SELL
|
- |
-286- 3.26% |
$23.2K - $23.4K
|
8.48K
$706K
|
|
Aug 15, 2024
Q2 2024
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-285- 0.2% |
$23.1K - $23.3K
|
144K
$12M
|
|
Jul 31, 2024
Q2 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-282- 1.37% |
$22.9K - $23K
|
20.3K
$1.69M
|
|
Jul 11, 2024
Q2 2024
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-277- 7.01% |
$22.5K - $22.6K
|
3.68K
$306K
|
|
Aug 12, 2024
Q2 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-275- 0.37% |
$22.3K - $22.5K
|
74.6K
$6.21M
|
|
Aug 12, 2024
Q2 2024
|
First United Bank & Trust
|
SELL
|
- |
-270- 44.63% |
$21.9K - $22K
|
335
$27.9K
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-253- 9.35% |
$20.5K - $20.7K
|
2.45K
$204K
|
|
Jul 12, 2024
Q2 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-253- 7.49% |
$20.5K - $20.7K
|
3.13K
$260K
|
|
Jul 31, 2024
Q2 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-250- 6.54% |
$20.3K - $20.4K
|
3.58K
$298K
|
|
Jul 12, 2024
Q2 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-246- 1.36% |
$19.9K - $20.1K
|
17.9K
$1.49M
|
|
Jul 19, 2024
Q2 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-243- 3.23% |
$19.7K - $19.8K
|
7.29K
$607K
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-215- 2.1% |
$17.4K - $17.6K
|
10K
$833K
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-208- 0.19% |
$16.9K - $17K
|
111K
$9.22M
|
|
Jul 23, 2024
Q2 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-205- 7.15% |
$16.6K - $16.7K
|
2.66K
$222K
|
|
Aug 08, 2024
Q2 2024
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-200- 7.49% |
$16.2K - $16.3K
|
2.47K
$206K
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-187- 3.65% |
$15.2K - $15.3K
|
4.94K
$411K
|
|
Jul 10, 2024
Q2 2024
|
Matrix Trust CO
|
SELL
|
- |
-187- 99.47% |
$15.2K - $15.3K
|
1
$83.3
|
|
Jul 22, 2024
Q2 2024
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-181- 3.01% |
$14.7K - $14.8K
|
5.84K
$486K
|
|
Jul 25, 2024
Q2 2024
|
Shaker Investments LLC
|
SELL
|
- |
-179- 6.49% |
$14.5K - $14.6K
|
2.58K
$215K
|
|
Jul 10, 2024
Q2 2024
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-178- 0.54% |
$14.4K - $14.5K
|
32.8K
$2.73M
|
|
Aug 09, 2024
Q2 2024
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-170- 0.39% |
$13.8K - $13.9K
|
43.9K
$3.65M
|
|
Aug 14, 2024
Q2 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-150- 0.04% |
$12.2K - $12.2K
|
349K
$29.1M
|
|
Jul 22, 2024
Q2 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-144- 1.45% |
$11.7K - $11.8K
|
9.77K
$813K
|
|
Jul 25, 2024
Q2 2024
|
Patten Group, Inc.
|
SELL
|
- |
-142- 0.82% |
$11.5K - $11.6K
|
17.1K
$1.43M
|
|
Aug 02, 2024
Q2 2024
|
Rede Wealth, LLC
|
SELL
|
- |
-130- 4.87% |
$10.5K - $10.6K
|
2.54K
$212K
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-123- 0.45% |
$9.97K - $10K
|
27.3K
$2.27M
|