Purchases and Sales Made in Q2 2021 in Ishares Barclays 1 3 Year Trea (SHY)

SHY Quotes by TradingView

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
Jul 26, 2021 Q2 2021
Orser Capital Management, LLC

BUY
 -
4.6K
+ 11.27%
$396K - $397K
45.4K $3.73M
Jul 20, 2021 Q2 2021
Twele Capital Management, Inc.

BUY
 -
4.44K
+ 3.15%
$382K - $383K
145K $11.9M
Aug 09, 2021 Q2 2021
Camden National Bank

Camden, ME
BUY
 -
4.41K
+ 8.72%
$379K - $380K
54.9K $4.51M
Aug 09, 2021 Q2 2021
Gw Henssler & Associates LTD

BUY
 -
4.34K
+ 47.17%
$373K - $374K
13.5K $1.11M
Aug 10, 2021 Q2 2021
Sig Fig Wealth Management, LLC

San Francisco, CA
BUY
 -
4.32K
+ 7.88%
$372K - $373K
59.1K $4.85M
Aug 02, 2021 Q2 2021
Beacon Investment Advisory Services, Inc.

BUY
 -
4.3K
+ 49.94%
$370K - $371K
12.9K $1.06M
Aug 16, 2021 Q2 2021
Two Sigma Securities, LLC

New York, NY
BUY
 -
4.14K
+ 26.38%
$357K - $358K
19.8K $1.63M
Aug 09, 2021 Q2 2021
Hancock Whitney Corp

BUY
 -
4.06K
+ 10.56%
$350K - $350K
42.5K $3.49M
Aug 10, 2021 Q2 2021
Means Investment Co., Inc.

BUY
 -
3.99K
New
$343K - $344K
3.99K $327K
Jul 19, 2021 Q2 2021
Ausdal Financial Partners, Inc.

Davenport, IA
BUY
 -
3.81K
+ 11.19%
$328K - $329K
37.9K $3.11M
Jul 06, 2021 Q2 2021
Martin Capital Partners, LLC

BUY
 -
3.76K
+ 9.96%
$324K - $325K
41.5K $3.41M
Aug 03, 2021 Q2 2021
Prw Wealth Management LLC

BUY
 -
3.75K
New
$323K - $324K
3.75K $308K
Nov 18, 2021 Q2 2021
Wealthsource Partners, LLC

BUY
 -
3.67K
+ 10.06%
$316K - $317K
40.1K $3.29M
Jul 27, 2021 Q2 2021
Biltmore Wealth Management, LLC

BUY
 -
3.59K
+ 1.98%
$309K - $310K
185K $15.2M
Jul 27, 2021 Q2 2021
Monument Capital Management

BUY
 -
3.59K
New
$309K - $310K
3.59K $294K
Aug 06, 2021 Q2 2021
First National Trust CO

BUY
 -
3.54K
New
$304K - $305K
3.54K $290K
Aug 10, 2021 Q2 2021
Wealth Enhancement Advisory Services, LLC

BUY
 -
3.45K
+ 5.32%
$297K - $298K
68.4K $5.61M
Jul 29, 2021 Q2 2021
Kovack Advisors, Inc.

BUY
 -
3.45K
+ 101.44%
$297K - $298K
6.85K $562K
Aug 06, 2021 Q2 2021
Peak Asset Management, LLC

Louisville, CO
BUY
 -
3.43K
+ 5.81%
$296K - $296K
62.5K $5.13M
Aug 16, 2021 Q2 2021
Founders Financial Securities LLC

BUY
 -
3.4K
+ 9.67%
$293K - $293K
38.6K $3.16M
Jan 18, 2022 Q2 2021
Apella Capital, LLC

BUY
 -
3.32K
+ 21.17%
$286K - $287K
19K $1.56M
Jul 28, 2021 Q2 2021
St Germain D J CO Inc

Springfield, MA
BUY
 -
3.28K
New
$282K - $283K
3.28K $269K
Aug 06, 2021 Q2 2021
Total Investment Management Inc

Scottsdale, AZ
BUY
 -
3.22K
New
$277K - $278K
3.22K $264K
Aug 02, 2021 Q2 2021
Live Oak Private Wealth LLC

BUY
 -
3.16K
+ 6.59%
$272K - $273K
51.2K $4.2M
Aug 12, 2021 Q2 2021
Trexquant Investment LP

Stamford, CT
BUY
 -
3.09K
New
$266K - $267K
3.09K $253K
Aug 13, 2021 Q2 2021
Tiemann Investment Advisors, LLC

Menlo Park, CA
BUY
 -
3K
New
$258K - $259K
3K $246K
Jul 28, 2021 Q2 2021
Westside Investment Management, Inc.

BUY
 -
2.99K
+ 11.96%
$258K - $258K
28K $2.3M
Jul 29, 2021 Q2 2021
Tru Wealth Advisors, LLC

BUY
 -
2.9K
New
$249K - $250K
2.9K $238K
Aug 12, 2021 Q2 2021
Mutual Advisors, LLC

Casper, WY
BUY
 -
2.76K
+ 2.83%
$238K - $239K
100K $8.24M
Aug 13, 2021 Q2 2021
Affinia Financial Group, LLC

Burlington, MA
BUY
 -
2.75K
+ 1.76%
$237K - $237K
159K $13M
Aug 16, 2021 Q2 2021
Proficio Capital Partners LLC

Newton, MA
BUY
 -
2.73K
New
$235K - $236K
2.73K $224K
Aug 02, 2021 Q2 2021
Tria Gen Wealth Management LLC

BUY
 -
2.62K
New
$226K - $226K
2.62K $215K
Jul 21, 2021 Q2 2021
Family Firm, Inc.

BUY
 -
2.56K
+ 9.64%
$221K - $221K
29.1K $2.39M
Jul 22, 2021 Q2 2021
Pacific Financial Group Inc

BUY
 -
2.56K
+ 10.31%
$220K - $221K
27.4K $2.25M
Aug 06, 2021 Q2 2021
Texas Capital Bank Wealth Management Services Inc

BUY
 -
2.5K
New
$215K - $216K
2.5K $205K
Aug 13, 2021 Q2 2021
Crestwood Advisors Group LLC

BUY
 -
2.43K
+ 38.04%
$209K - $210K
8.81K $723K
Aug 06, 2021 Q2 2021
Stone X Group Inc.

BUY
 -
2.35K
New
$203K - $203K
2.35K $193K
Aug 09, 2021 Q2 2021
Stelac Advisory Services LLC

New York, NY
BUY
 -
2.34K
+ 100.0%
$202K - $202K
4.69K $384K
Aug 10, 2021 Q2 2021
Wintrust Investments LLC

Chicago, IL
BUY
 -
2.32K
+ 8.06%
$200K - $200K
31.1K $2.55M
Jul 15, 2021 Q2 2021
Virtue Capital Management, LLC

Brentwood, TN
BUY
 -
2.3K
+ 23.91%
$198K - $198K
11.9K $977K
Jul 02, 2021 Q2 2021
Apella Capital, LLC

BUY
 -
2.17K
+ 16.06%
$187K - $187K
15.7K $1.29M
Aug 12, 2021 Q2 2021
Patriot Investment Management Inc.

BUY
 -
2.09K
+ 6.6%
$180K - $181K
33.8K $2.77M
Jul 20, 2021 Q2 2021
Transform Wealth, LLC

BUY
 -
2.07K
+ 58.95%
$178K - $178K
5.57K $457K
Aug 10, 2021 Q2 2021
Perella Weinberg Partners Capital Management LP

BUY
 -
2K
+ 0.59%
$172K - $173K
339K $27.8M
Aug 13, 2021 Q2 2021
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
1.94K
+ 0.85%
$167K - $167K
230K $18.8M
Aug 02, 2021 Q2 2021
Argent Advisors, Inc.

Monroe, LA
BUY
 -
1.93K
+ 26.59%
$166K - $166K
9.17K $752K
Jul 15, 2021 Q2 2021
Alhambra Investment Partners LLC

BUY
 -
1.91K
+ 21.74%
$164K - $165K
10.7K $876K
Aug 13, 2021 Q2 2021
Hsbc Holdings PLC

London, X0
BUY
 -
1.87K
+ 0.6%
$161K - $161K
311K $25.5M
Aug 10, 2021 Q2 2021
Wsfs Capital Management, LLC

Philadelphia, PA
BUY
 -
1.83K
+ 24.73%
$157K - $158K
9.22K $757K

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