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 |
---|---|---|---|---|---|---|---|
Aug 13, 2021
Q2 2021
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-3.88KClosed |
$334K - $335K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-3.11KClosed |
$268K - $269K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Davidson Trust CO
|
SELL
|
- |
-3.6KClosed |
$310K - $311K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Hudson Portfolio Management LLC
Garrison, NY |
SELL
|
- |
-3.34KClosed |
$288K - $288K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-4.15KClosed |
$358K - $358K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-938Closed |
$80.8K - $81K
|
0
$0
|
|
Aug 09, 2021
Q2 2021
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-13KClosed |
$1.12M - $1.12M
|
0
$0
|
|
Aug 09, 2021
Q2 2021
|
Spinnaker Trust
|
SELL
|
- |
-2.8KClosed |
$241K - $242K
|
0
$0
|
|
Aug 09, 2021
Q2 2021
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-3.61KClosed |
$311K - $312K
|
0
$0
|
|
Aug 06, 2021
Q2 2021
|
Elite Wealth Management, Inc.
|
SELL
|
- |
-34.1KClosed |
$2.94M - $2.94M
|
0
$0
|
|
Aug 06, 2021
Q2 2021
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-6.35KClosed |
$547K - $548K
|
0
$0
|
|
Aug 04, 2021
Q2 2021
|
Lake Point Wealth Management
|
SELL
|
- |
-15- 83.33% |
$1.29K - $1.29K
|
3
$248
|
|
Aug 04, 2021
Q2 2021
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-28.1KClosed |
$2.42M - $2.42M
|
0
$0
|
|
Aug 03, 2021
Q2 2021
|
Fure Financial Corp
Bloomington, MN |
SELL
|
- |
-8.91KClosed |
$767K - $769K
|
0
$0
|
|
Aug 02, 2021
Q2 2021
|
Human Investing LLC
|
SELL
|
- |
-1.86KClosed |
$160K - $160K
|
0
$0
|
|
Jul 30, 2021
Q2 2021
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-3.29KClosed |
$283K - $284K
|
0
$0
|
|
Jul 30, 2021
Q2 2021
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-11.2KClosed |
$960K - $963K
|
0
$0
|
|
Jul 30, 2021
Q2 2021
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-1Closed |
$86.1 - $86.3
|
0
$0
|
|
Jul 29, 2021
Q2 2021
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-6.19KClosed |
$533K - $534K
|
0
$0
|
|
Jul 28, 2021
Q2 2021
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-10.7KClosed |
$925K - $927K
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Grandview Asset Management LLC
|
SELL
|
- |
-1Closed |
$86.1 - $86.3
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
151KNew |
$13M - $13M
|
151K
$12.5M
|
|
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
$122K
|
|
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
$256K
|
|
Jul 13, 2021
Q1 2021
|
Pflug Koory, LLC
|
BUY
|
- |
91New |
$7.85K - $7.86K
|
91
$7.51K
|
|
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
$17.3K
|
|
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
$10.7K
|
|
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 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
|