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 12, 2021
Q2 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
11K+ 13.79% |
$948K - $951K
|
90.9K
$7.57M
|
|
Aug 13, 2021
Q2 2021
|
Pointe Capital Management LLC
|
BUY
|
- |
11K+ 22.94% |
$945K - $947K
|
58.8K
$4.9M
|
|
Aug 06, 2021
Q2 2021
|
Meristem Family Wealth, LLC
Minnetonka, MN |
BUY
|
- |
10.3KNew |
$884K - $886K
|
10.3K
$855K
|
|
Aug 02, 2021
Q2 2021
|
Allworth Financial LP
|
BUY
|
- |
10.1K+ 1695.99% |
$873K - $875K
|
10.7K
$894K
|
|
Aug 04, 2021
Q2 2021
|
Cx Institutional
|
BUY
|
- |
9.86K+ 5.61% |
$849K - $851K
|
186K
$15.4M
|
|
Jul 22, 2021
Q2 2021
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
9.56K+ 19.05% |
$823K - $825K
|
59.8K
$4.98M
|
|
Jul 23, 2021
Q2 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
9.46KNew |
$814K - $816K
|
9.46K
$787K
|
|
Aug 10, 2021
Q2 2021
|
Life Pro Asset Management
|
BUY
|
- |
9.43K+ 6.75% |
$812K - $814K
|
149K
$12.4M
|
|
Aug 24, 2021
Q2 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
9.24K+ 15.72% |
$796K - $798K
|
68K
$5.66M
|
|
Jul 29, 2021
Q2 2021
|
Cadinha & CO LLC
|
BUY
|
- |
9.16K+ 163.45% |
$789K - $791K
|
14.8K
$1.23M
|
|
Aug 13, 2021
Q2 2021
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
8.83K+ 17.29% |
$760K - $762K
|
59.9K
$4.98M
|
|
Jul 29, 2021
Q2 2021
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
8.08K+ 13.03% |
$696K - $698K
|
70.1K
$5.84M
|
|
Aug 10, 2021
Q2 2021
|
Compton Financial Group, LLC
|
BUY
|
- |
7.97K+ 8.09% |
$686K - $688K
|
106K
$8.87M
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
7.65KNew |
$659K - $660K
|
7.65K
$637K
|
|
Jul 28, 2021
Q2 2021
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
7.55K+ 5.37% |
$650K - $652K
|
148K
$12.3M
|
|
Aug 02, 2021
Q2 2021
|
Emerald Advisors, LLC
|
BUY
|
- |
7.53KNew |
$649K - $650K
|
7.53K
$627K
|
|
Aug 12, 2021
Q2 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
7.51K+ 7.63% |
$647K - $648K
|
106K
$8.82M
|
|
Aug 16, 2021
Q2 2021
|
Coldstream Capital Management Inc
|
BUY
|
- |
7.47K+ 11.71% |
$643K - $644K
|
71.2K
$5.93M
|
|
Aug 16, 2021
Q2 2021
|
Daniel Loeb
Third Point LLC | New York, Ny
|
BUY
|
- |
7.44K+ 11.68% |
$640K - $642K
|
71.1K
$5.92M
|
|
Jul 14, 2021
Q2 2021
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
7.35KNew |
$633K - $634K
|
7.35K
$612K
|
|
Jul 14, 2021
Q2 2021
|
Aries Wealth Management
|
BUY
|
- |
7.33KNew |
$631K - $633K
|
7.33K
$610K
|
|
Aug 26, 2021
Q2 2021
|
Comerica Bank
|
BUY
|
- |
7.33K+ 11.26% |
$631K - $632K
|
72.4K
$6.03M
|
|
Jul 28, 2021
Q2 2021
|
Strategic Equity Management
|
BUY
|
- |
7.32K+ 7.11% |
$630K - $632K
|
110K
$9.18M
|
|
Aug 16, 2021
Q2 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
6.83K+ 7.19% |
$588K - $589K
|
102K
$8.48M
|
|
Aug 16, 2021
Q2 2021
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
6.79K+ 87.75% |
$585K - $586K
|
14.5K
$1.21M
|
|
Jul 26, 2021
Q2 2021
|
Spire Wealth Management
|
BUY
|
- |
6.78K+ 9.09% |
$584K - $585K
|
81.3K
$6.77M
|
|
Aug 09, 2021
Q2 2021
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
6.49K+ 9.35% |
$559K - $560K
|
75.9K
$6.32M
|
|
Aug 09, 2021
Q2 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
6.44K+ 83.94% |
$554K - $556K
|
14.1K
$1.17M
|
|
Jul 19, 2021
Q2 2021
|
Donald L. Hagan, LLC
|
BUY
|
- |
6.31K+ 5.46% |
$544K - $545K
|
122K
$10.2M
|
|
Aug 12, 2021
Q2 2021
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
6.25K+ 2.39% |
$538K - $540K
|
268K
$22.3M
|
|
Aug 05, 2021
Q2 2021
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
5.96K+ 3.87% |
$513K - $514K
|
160K
$13.3M
|
|
Jul 16, 2021
Q2 2021
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
5.88K+ 59.94% |
$506K - $508K
|
15.7K
$1.31M
|
|
Jul 30, 2021
Q2 2021
|
Icon Wealth Partners, LLC
|
BUY
|
- |
5.85KNew |
$504K - $505K
|
5.85K
$487K
|
|
Aug 31, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
5.8KNew |
$499K - $501K
|
5.8K
$483K
|
|
Aug 04, 2021
Q2 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
5.78K+ 28.45% |
$498K - $499K
|
26.1K
$2.17M
|
|
Aug 09, 2021
Q2 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
5.76KNew |
$496K - $497K
|
5.76K
$480K
|
|
Aug 16, 2021
Q2 2021
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
5.73KNew |
$494K - $495K
|
5.73K
$477K
|
|
Jul 29, 2021
Q2 2021
|
Green Square Capital Advisors LLC
|
BUY
|
- |
5.68KNew |
$489K - $490K
|
5.68K
$473K
|
|
Aug 04, 2021
Q2 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
5.51K+ 12.17% |
$474K - $475K
|
50.7K
$4.23M
|
|
Jul 13, 2021
Q2 2021
|
Sarasin & Partners LLP
|
BUY
|
- |
5.4K+ 18.54% |
$465K - $466K
|
34.5K
$2.87M
|
|
Jul 27, 2021
Q2 2021
|
Mattern Wealth Management LLC
|
BUY
|
- |
5.34K+ 79.08% |
$460K - $461K
|
12.1K
$1.01M
|
|
Aug 17, 2021
Q2 2021
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
5.31K+ 24.27% |
$457K - $458K
|
27.2K
$2.26M
|
|
Jul 29, 2021
Q2 2021
|
Ifs Advisors, LLC
|
BUY
|
- |
5.27K+ 4.77% |
$454K - $455K
|
116K
$9.65M
|
|
Aug 17, 2021
Q2 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
5.25K+ 15.06% |
$452K - $453K
|
40.1K
$3.34M
|
|
Aug 11, 2021
Q2 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
5.04K+ 1.71% |
$434K - $435K
|
301K
$25.1M
|
|
Mar 09, 2022
Q2 2021
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
4.91K+ 48.39% |
$423K - $424K
|
15.1K
$1.25M
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.9K+ 169.88% |
$422K - $423K
|
7.78K
$648K
|
|
Aug 16, 2021
Q2 2021
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
4.81K+ 21.7% |
$414K - $415K
|
27K
$2.25M
|
|
Aug 13, 2021
Q2 2021
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
4.77K+ 17.19% |
$410K - $411K
|
32.5K
$2.71M
|
|
Jul 22, 2021
Q2 2021
|
Rede Wealth, LLC
|
BUY
|
- |
4.63K+ 139.08% |
$399K - $400K
|
7.97K
$663K
|