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 13, 2021
Q2 2021
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
607+ 24.71% |
$52.3K - $52.4K
|
3.06K
$251K
|
|
Jul 19, 2021
Q2 2021
|
Cutler Group LP
|
BUY
|
- |
600+ 166.67% |
$51.7K - $51.8K
|
960
$78.8K
|
|
Aug 04, 2021
Q2 2021
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
588+ 15.26% |
$50.6K - $50.8K
|
4.44K
$364K
|
|
Aug 06, 2024
Q2 2021
|
Hantz Financial Services, Inc.
|
BUY
|
- |
578New |
$49.8K - $49.9K
|
578
$47.4K
|
|
Jul 14, 2021
Q2 2021
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
568+ 3.43% |
$48.9K - $49K
|
17.1K
$1.4M
|
|
Aug 11, 2021
Q2 2021
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
555+ 0.73% |
$47.8K - $47.9K
|
76.3K
$6.26M
|
|
Jul 26, 2021
Q2 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
552New |
$47.5K - $47.6K
|
552
$45.3K
|
|
Jul 26, 2021
Q2 2021
|
Zhang Financial LLC
|
BUY
|
- |
541+ 1.63% |
$46.6K - $46.7K
|
33.6K
$2.76M
|
|
Aug 03, 2021
Q2 2021
|
Kingfisher Capital LLC
|
BUY
|
- |
540+ 4.06% |
$46.5K - $46.6K
|
13.8K
$1.13M
|
|
Jul 29, 2021
Q2 2021
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
533New |
$45.9K - $46K
|
533
$43.7K
|
|
Aug 02, 2021
Q2 2021
|
High Mark Wealth Management LLC
|
BUY
|
- |
504+ 1.61% |
$43.4K - $43.5K
|
31.8K
$2.61M
|
|
Jul 20, 2021
Q2 2021
|
Krilogy Financial LLC
|
BUY
|
- |
488+ 9.28% |
$42K - $42.1K
|
5.74K
$471K
|
|
Jul 19, 2021
Q2 2021
|
Bartlett & Co. LLC
|
BUY
|
- |
470+ 33.45% |
$40.5K - $40.6K
|
1.88K
$154K
|
|
Feb 13, 2024
Q2 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
470+ 33.45% |
$40.5K - $40.6K
|
1.88K
$154K
|
|
Nov 15, 2022
Q2 2021
|
Values First Advisors, Inc.
|
BUY
|
- |
466+ 3.32% |
$40.1K - $40.2K
|
14.5K
$1.19M
|
|
Aug 16, 2021
Q2 2021
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
455+ 5.8% |
$39.2K - $39.3K
|
8.29K
$680K
|
|
Aug 11, 2021
Q2 2021
|
Calton & Associates, Inc.
|
BUY
|
- |
450+ 4.51% |
$38.7K - $38.8K
|
10.4K
$856K
|
|
Jul 27, 2021
Q2 2021
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
425+ 8.75% |
$36.6K - $36.7K
|
5.28K
$433K
|
|
Aug 12, 2021
Q2 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
363+ 36.23% |
$31.3K - $31.3K
|
1.37K
$112K
|
|
Jul 14, 2021
Q2 2021
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
350+ 5.88% |
$30.1K - $30.2K
|
6.3K
$517K
|
|
Aug 10, 2021
Q2 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
348+ 0.52% |
$30K - $30K
|
67K
$5.5M
|
|
Aug 12, 2021
Q2 2021
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
345+ 2.63% |
$29.7K - $29.8K
|
13.5K
$1.11M
|
|
Jul 20, 2021
Q2 2021
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
336+ 0.82% |
$28.9K - $29K
|
41.5K
$3.41M
|
|
Aug 05, 2021
Q2 2021
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
331New |
$28.5K - $28.6K
|
331
$27.2K
|
|
Aug 02, 2021
Q2 2021
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
315+ 2.85% |
$27.1K - $27.2K
|
11.4K
$931K
|
|
Aug 03, 2021
Q2 2021
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
292+ 7.44% |
$25.1K - $25.2K
|
4.22K
$346K
|
|
Aug 12, 2021
Q2 2021
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
286+ 2.81% |
$24.6K - $24.7K
|
10.5K
$859K
|
|
Aug 17, 2021
Q2 2021
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
276+ 0.86% |
$23.8K - $23.8K
|
32.3K
$2.65M
|
|
Jul 22, 2021
Q2 2021
|
Hudson Capital Management LLC
|
BUY
|
- |
266+ 0.27% |
$22.9K - $23K
|
98.8K
$8.11M
|
|
Aug 09, 2021
Q2 2021
|
Aspire Private Capital, LLC
|
BUY
|
- |
251+ 21.33% |
$21.6K - $21.7K
|
1.43K
$117K
|
|
Aug 16, 2021
Q2 2021
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
233+ 0.6% |
$20.1K - $20.1K
|
39.1K
$3.2M
|
|
Aug 17, 2021
Q2 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
213+ 9.59% |
$18.3K - $18.4K
|
2.43K
$200K
|
|
Jul 27, 2021
Q2 2021
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
210+ 6.24% |
$18.1K - $18.1K
|
3.58K
$293K
|
|
Aug 12, 2021
Q2 2021
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
195+ 2.23% |
$16.8K - $16.8K
|
8.92K
$732K
|
|
Jul 28, 2021
Q2 2021
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
187+ 0.09% |
$16.1K - $16.1K
|
203K
$16.6M
|
|
Aug 09, 2021
Q2 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
157+ 5.48% |
$13.5K - $13.6K
|
3.02K
$248K
|
|
Aug 12, 2021
Q2 2021
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
155+ 0.42% |
$13.3K - $13.4K
|
37.2K
$3.05M
|
|
Aug 12, 2021
Q2 2021
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
140New |
$12.1K - $12.1K
|
140
$11.5K
|
|
Aug 13, 2021
Q2 2021
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
140+ 4.15% |
$12.1K - $12.1K
|
3.51K
$288K
|
|
Aug 16, 2021
Q2 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
131+ 1.47% |
$11.3K - $11.3K
|
9.04K
$741K
|
|
Jul 26, 2021
Q2 2021
|
Centerpoint Advisors, LLC
|
BUY
|
- |
131+ 28.79% |
$11.3K - $11.3K
|
586
$48.1K
|
|
Aug 09, 2021
Q2 2021
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
130New |
$11.2K - $11.2K
|
130
$10.7K
|
|
Jul 19, 2021
Q2 2021
|
Country Trust Bank
|
BUY
|
- |
122New |
$10.5K - $10.5K
|
122
$10K
|
|
Aug 12, 2021
Q2 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
119+ 0.64% |
$10.2K - $10.3K
|
18.7K
$1.53M
|
|
Jul 19, 2021
Q2 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
109+ 0.66% |
$9.39K - $9.41K
|
16.7K
$1.37M
|
|
Aug 13, 2021
Q2 2021
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
107+ 2.17% |
$9.21K - $9.24K
|
5.05K
$414K
|
|
Aug 13, 2021
Q2 2021
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
106+ 10.46% |
$9.13K - $9.15K
|
1.12K
$91.8K
|
|
Jul 23, 2021
Q2 2021
|
True Wealth Advisors, LLC
|
BUY
|
- |
104+ 3.11% |
$8.96K - $8.98K
|
3.44K
$283K
|
|
Jul 29, 2021
Q2 2021
|
Investors Research Corp
|
BUY
|
- |
96+ 16.52% |
$8.27K - $8.29K
|
677
$55.5K
|
|
Aug 17, 2021
Q2 2021
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
95New |
$8.18K - $8.2K
|
95
$7.79K
|