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 |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2021
Q3 2021
|
Calton & Associates, Inc.
|
SELL
|
- |
-10.4KClosed |
$899K - $901K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Prw Wealth Management LLC
|
SELL
|
- |
-3.75KClosed |
$323K - $324K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Abbrea Capital, LLC
|
SELL
|
- |
-2.5KClosed |
$215K - $216K
|
0
$0
|
|
|
Nov 03, 2021
Q3 2021
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-13.1KClosed |
$1.13M - $1.13M
|
0
$0
|
|
|
Nov 01, 2021
Q3 2021
|
Orser Capital Management, LLC
|
SELL
|
- |
-45.4KClosed |
$3.91M - $3.92M
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-761Closed |
$65.5K - $65.7K
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Busey Wealth Management
|
BUY
|
- |
1.94K+ 53.52% |
$167K - $167K
|
5.57K
$456K
|
|
|
Oct 29, 2021
Q3 2021
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-4.76KClosed |
$410K - $411K
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-3.46KClosed |
$298K - $299K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
15.1KNew |
$1.3M - $1.3M
|
15.1K
$1.24M
|
|
|
Oct 18, 2021
Q3 2021
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-2.36KClosed |
$203K - $204K
|
0
$0
|
|
|
Oct 18, 2021
Q3 2021
|
First Financial Corp
|
SELL
|
- |
-13Closed |
$1.12K - $1.12K
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-3.36KClosed |
$289K - $290K
|
0
$0
|
|
|
Oct 13, 2021
Q3 2021
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-6.3KClosed |
$542K - $544K
|
0
$0
|
|
|
Oct 07, 2021
Q3 2021
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-533Closed |
$45.9K - $46K
|
0
$0
|
|
|
Oct 07, 2021
Q3 2021
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-3.39KClosed |
$292K - $293K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Sep 10, 2024
Q2 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-4.23KClosed |
$364K - $365K
|
0
$0
|
|
|
Sep 10, 2021
Q2 2021
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-2.5KClosed |
$215K - $216K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-13.1KClosed |
$1.13M - $1.13M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-1.19KClosed |
$102K - $102K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
5.8KNew |
$499K - $501K
|
5.8K
$476K
|
|
|
Aug 16, 2021
Q2 2021
|
Amp Capital Investors LTD
Sydney Nsw, C3 |
SELL
|
- |
-10.7KClosed |
$920K - $922K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Caprock Group, Inc.
|
SELL
|
- |
-3.53KClosed |
$304K - $305K
|
0
$0
|
|
|
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
$246
|
|
|
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
$12.4M
|
|
|
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
$121K
|
|
|
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
|
|