Purchases and Sales Made in Q2 2021 in Ishares Barclays 1 3 Year Trea (SHY)
This table provides information about the institutional ownership of Ishares Barclays 1 3 Year Trea (SHY) during Q2 2021. The information is specifically focused on institutions that hold shares of ISHARES BARCLAYS 1-3 YEAR TREA.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 16, 2021
Q2 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-3.5K- 21.54% |
$301K - $302K
|
12.7K
$1.06M
|
|
Aug 06, 2021
Q2 2021
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-3.5K- 24.18% |
$301K - $302K
|
11K
$914K
|
|
Aug 13, 2021
Q2 2021
|
Caprock Group, Inc.
|
SELL
|
- |
-3.53KClosed |
$304K - $305K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-3.54K- 30.88% |
$305K - $306K
|
7.93K
$660K
|
|
Aug 09, 2021
Q2 2021
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-3.57K- 5.86% |
$307K - $308K
|
57.3K
$4.77M
|
|
Aug 09, 2021
Q2 2021
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-3.57K- 53.81% |
$308K - $309K
|
3.07K
$255K
|
|
Aug 13, 2021
Q2 2021
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-3.58K- 10.72% |
$308K - $309K
|
29.8K
$2.48M
|
|
Aug 10, 2021
Q2 2021
|
Davidson Trust CO
|
SELL
|
- |
-3.6KClosed |
$310K - $311K
|
0
$0
|
|
Aug 09, 2021
Q2 2021
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-3.61KClosed |
$311K - $312K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Merit Financial Group, LLC
|
SELL
|
- |
-3.62KClosed |
$312K - $313K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-3.64K- 6.97% |
$313K - $314K
|
48.6K
$4.05M
|
|
Jul 29, 2021
Q2 2021
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-3.69K- 31.64% |
$317K - $318K
|
7.96K
$663K
|
|
Jul 06, 2021
Q2 2021
|
Weaver Consulting Group
|
SELL
|
- |
-3.72KClosed |
$321K - $321K
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Darwin Advisors, LLC
|
SELL
|
- |
-3.75K- 9.64% |
$323K - $323K
|
35.1K
$2.93M
|
|
Aug 09, 2021
Q2 2021
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-3.8KClosed |
$327K - $328K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-3.84KClosed |
$331K - $332K
|
0
$0
|
|
Jul 22, 2021
Q2 2021
|
Sierra Capital LLC
|
SELL
|
- |
-3.86K- 18.17% |
$332K - $333K
|
17.4K
$1.45M
|
|
Aug 13, 2021
Q2 2021
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-3.88KClosed |
$334K - $335K
|
0
$0
|
|
Jul 26, 2021
Q2 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.89K- 7.57% |
$335K - $335K
|
47.5K
$3.95M
|
|
Aug 05, 2021
Q2 2021
|
Barber Financial Group, Inc.
|
SELL
|
- |
-3.91KClosed |
$336K - $337K
|
0
$0
|
|
Jul 30, 2021
Q2 2021
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-3.99K- 61.83% |
$344K - $345K
|
2.47K
$205K
|
|
Jul 19, 2021
Q2 2021
|
Wt Wealth Management
|
SELL
|
- |
-4.02K- 24.06% |
$346K - $347K
|
12.7K
$1.06M
|
|
Jul 14, 2021
Q2 2021
|
Brookstone Capital Management
|
SELL
|
- |
-4.07K- 1.41% |
$351K - $352K
|
285K
$23.8M
|
|
Jul 29, 2021
Q2 2021
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-4.09K- 39.04% |
$352K - $353K
|
6.39K
$532K
|
|
Aug 10, 2021
Q2 2021
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-4.15KClosed |
$358K - $358K
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-4.16K- 15.45% |
$358K - $359K
|
22.8K
$1.89M
|
|
Aug 06, 2021
Q2 2021
|
Sfmg, LLC
|
SELL
|
- |
-4.17K- 8.18% |
$359K - $360K
|
46.8K
$3.9M
|
|
Sep 10, 2024
Q2 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-4.23KClosed |
$364K - $365K
|
0
$0
|
|
Aug 17, 2021
Q2 2021
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-4.25K- 31.71% |
$366K - $367K
|
9.15K
$762K
|
|
Jul 27, 2021
Q2 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-4.26K- 20.87% |
$367K - $368K
|
16.2K
$1.34M
|
|
Jul 09, 2021
Q2 2021
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-4.29KClosed |
$370K - $370K
|
0
$0
|
|
Aug 09, 2021
Q2 2021
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-4.47K- 32.12% |
$385K - $386K
|
9.46K
$787K
|
|
Aug 06, 2021
Q2 2021
|
Gamble Jones Investment Counsel
|
SELL
|
- |
-4.54K- 3.77% |
$391K - $391K
|
116K
$9.65M
|
|
Aug 05, 2021
Q2 2021
|
Rovin Capital
|
SELL
|
- |
-4.6K- 12.16% |
$396K - $397K
|
33.2K
$2.76M
|
|
Aug 11, 2021
Q2 2021
|
Mader & Shannon Wealth Management, Inc.
|
SELL
|
- |
-4.75K- 5.18% |
$409K - $410K
|
87K
$7.24M
|
|
Aug 03, 2021
Q2 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-4.82K- 17.4% |
$415K - $416K
|
22.9K
$1.91M
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-4.94KClosed |
$426K - $427K
|
0
$0
|
|
Aug 16, 2024
Q2 2021
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-4.96K- 0.55% |
$427K - $428K
|
893K
$74.4M
|
|
Jul 13, 2021
Q2 2021
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-4.97KClosed |
$428K - $429K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-4.99K- 0.76% |
$429K - $430K
|
653K
$54.4M
|
|
Jul 21, 2021
Q2 2021
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-5.13KClosed |
$442K - $443K
|
0
$0
|
|
Jul 29, 2021
Q2 2021
|
Bfsg, LLC
|
SELL
|
- |
-5.16K- 7.21% |
$444K - $445K
|
66.3K
$5.52M
|
|
Jul 19, 2021
Q2 2021
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-5.32K- 25.01% |
$458K - $459K
|
15.9K
$1.33M
|
|
Aug 30, 2021
Q2 2021
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-5.35K- 8.62% |
$460K - $461K
|
56.6K
$4.72M
|
|
Aug 12, 2021
Q2 2021
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-5.42KClosed |
$466K - $468K
|
0
$0
|
|
Jul 16, 2021
Q2 2021
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-5.49KClosed |
$473K - $474K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-5.66K- 12.36% |
$488K - $489K
|
40.1K
$3.34M
|
|
Aug 09, 2021
Q2 2021
|
Ntv Asset Management LLC
|
SELL
|
- |
-5.67K- 4.19% |
$488K - $490K
|
130K
$10.8M
|
|
Aug 16, 2021
Q2 2021
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-5.77K- 46.58% |
$497K - $498K
|
6.62K
$551K
|
|
Aug 10, 2021
Q2 2021
|
Coastline Trust CO
|
SELL
|
- |
-5.79K- 66.55% |
$499K - $500K
|
2.91K
$242K
|