Latest Institutional Transactions on Ishares Barclays 1 3 Year Trea (SHY)
This table provides information on the latest institutional transactions involving Ishares Barclays 1 3 Year Trea (SHY) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 20, 2021
Q2 2021
|
Old Port Advisors
|
SELL
|
- |
-8.13KClosed |
$700K - $701K
|
0
$0
|
|
|
Jul 19, 2021
Q2 2021
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-11.3KClosed |
$976K - $979K
|
0
$0
|
|
|
Jul 15, 2021
Q2 2021
|
Founders Capital Management
|
BUY
|
- |
29+ 2.0% |
$2.5K - $2.5K
|
1.48K
$121K
|
|
|
Jul 14, 2021
Q2 2021
|
Tfo Tdc, LLC
|
SELL
|
- |
-1.17KClosed |
$101K - $101K
|
0
$0
|
|
|
Jul 13, 2021
Q2 2021
|
Columbia Trust CO 01012016
|
SELL
|
- |
-2.56KClosed |
$220K - $221K
|
0
$0
|
|
|
Jul 02, 2021
Q2 2021
|
Lbj Family Wealth Advisors, Ltd.
|
SELL
|
- |
-10.5KClosed |
$900K - $902K
|
0
$0
|
|
| Q1 2021 | |||||||
|
Aug 06, 2024
Q1 2021
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
3.1KNew |
$267K - $268K
|
3.1K
$254K
|
|
|
Jul 13, 2021
Q1 2021
|
Pflug Koory, LLC
|
BUY
|
- |
91New |
$7.85K - $7.86K
|
91
$7.46K
|
|
|
May 25, 2021
Q1 2021
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-747Closed |
$64.4K - $64.5K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Unio Capital LLC
|
SELL
|
- |
-19.1KClosed |
$1.65M - $1.65M
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-4.16KClosed |
$358K - $359K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Corient Capital Partners, LLC
Newport Beach, CA |
SELL
|
- |
-3.77KClosed |
$325K - $326K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Westshore Wealth, LLC
|
SELL
|
- |
-6.18KClosed |
$532K - $534K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Delta Investment Management, LLC
|
SELL
|
- |
-16.9KClosed |
$1.46M - $1.46M
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-3.32KClosed |
$286K - $287K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-71KClosed |
$6.13M - $6.14M
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-3.17KClosed |
$273K - $273K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-460Closed |
$39.7K - $39.7K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-15Closed |
$1.29K - $1.3K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
210New |
$18.1K - $18.1K
|
210
$17.2K
|
|
|
May 13, 2021
Q1 2021
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-915Closed |
$78.9K - $79.1K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
PUT |
129New |
$11.1K - $11.1K
|
129
$10.6K
|
|
|
May 12, 2021
Q1 2021
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-3.57KClosed |
$308K - $309K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Waycross Partners, LLC
Louisville, KY |
SELL
|
- |
-168Closed |
$14.5K - $14.5K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Rice Partnership, LLC
|
SELL
|
- |
-800Closed |
$69K - $69.1K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-557Closed |
$48K - $48.1K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Keystone Financial Group
|
SELL
|
- |
-4.52KClosed |
$390K - $390K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-117Closed |
$10.1K - $10.1K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-21Closed |
$1.81K - $1.81K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-875- 12.08% |
$75.4K - $75.6K
|
6.37K
$522K
|
|
|
May 10, 2021
Q1 2021
|
Pictet Bank & Trust LTD
|
SELL
|
- |
-8.2KClosed |
$707K - $708K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-500Closed |
$43.1K - $43.2K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-71.7KClosed |
$6.18M - $6.19M
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-150Closed |
$12.9K - $13K
|
0
$0
|
|
|
May 03, 2021
Q1 2021
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-2.66KClosed |
$229K - $230K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Concentrum Wealth Management
|
SELL
|
- |
-4.14KClosed |
$357K - $357K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-16- 0.32% |
$1.38K - $1.38K
|
5K
$410K
|
|
|
Apr 27, 2021
Q1 2021
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-250Closed |
$21.6K - $21.6K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Ae Wealth Management LLC
|
BUY
|
PUT |
5.2KNew |
$448K - $449K
|
5.2K
$426K
|
|
|
Apr 27, 2021
Q1 2021
|
Tuttle Capital Management, LLC
|
SELL
|
- |
-12.5KClosed |
$1.08M - $1.08M
|
0
$0
|
|
|
Apr 22, 2021
Q1 2021
|
Ims Capital Management
|
SELL
|
- |
-2.4KClosed |
$207K - $207K
|
0
$0
|
|
|
Apr 22, 2021
Q1 2021
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-2.89KClosed |
$249K - $250K
|
0
$0
|
|
|
Apr 22, 2021
Q1 2021
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-11.2KClosed |
$964K - $966K
|
0
$0
|
|
|
Apr 21, 2021
Q1 2021
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-42.3KClosed |
$3.65M - $3.66M
|
0
$0
|
|
|
Apr 19, 2021
Q1 2021
|
Tri Star Advisors Inc.
|
SELL
|
- |
-2.98KClosed |
$257K - $257K
|
0
$0
|
|
|
Apr 12, 2021
Q1 2021
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-2.71KClosed |
$234K - $234K
|
0
$0
|
|
|
Apr 09, 2021
Q1 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
4+ 3.33% |
$345 - $346
|
124
$10.2K
|
|
| Q4 2020 | |||||||
|
Nov 14, 2024
Q4 2020
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-22.5KClosed |
$1.94M - $1.94M
|
0
$0
|
|
|
Aug 28, 2024
Q4 2020
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-4.83K- 57.43% |
$416K - $417K
|
3.58K
$293K
|
|
|
Mar 05, 2021
Q4 2020
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-17Closed |
$1.47K - $1.47K
|
0
$0
|
|