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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2021
Q1 2021
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
210New |
$18.1K - $18.1K
|
210
$17.4K
|
|
|
May 13, 2021
Q1 2021
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-915Closed |
$78.9K - $79.1K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
PUT |
129New |
$11.1K - $11.1K
|
129
$10.7K
|
|
|
May 12, 2021
Q1 2021
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-3.57KClosed |
$308K - $309K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Waycross Partners, LLC
Louisville, KY |
SELL
|
- |
-168Closed |
$14.5K - $14.5K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Rice Partnership, LLC
|
SELL
|
- |
-800Closed |
$69K - $69.1K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-557Closed |
$48K - $48.1K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-117Closed |
$10.1K - $10.1K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-21Closed |
$1.81K - $1.81K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-875- 12.08% |
$75.4K - $75.6K
|
6.37K
$526K
|
|
|
May 10, 2021
Q1 2021
|
Pictet Bank & Trust LTD
|
SELL
|
- |
-8.2KClosed |
$707K - $708K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-500Closed |
$43.1K - $43.2K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-71.7KClosed |
$6.18M - $6.19M
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-150Closed |
$12.9K - $13K
|
0
$0
|
|
|
May 03, 2021
Q1 2021
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-2.66KClosed |
$229K - $230K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Concentrum Wealth Management
|
SELL
|
- |
-4.14KClosed |
$357K - $357K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-16- 0.32% |
$1.38K - $1.38K
|
5K
$413K
|
|
|
Apr 27, 2021
Q1 2021
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-250Closed |
$21.6K - $21.6K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Ae Wealth Management LLC
|
BUY
|
PUT |
5.2KNew |
$448K - $449K
|
5.2K
$430K
|
|
|
Apr 27, 2021
Q1 2021
|
Tuttle Capital Management, LLC
|
SELL
|
- |
-12.5KClosed |
$1.08M - $1.08M
|
0
$0
|
|
|
Apr 22, 2021
Q1 2021
|
Ims Capital Management
|
SELL
|
- |
-2.4KClosed |
$207K - $207K
|
0
$0
|
|
|
Apr 22, 2021
Q1 2021
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-2.89KClosed |
$249K - $250K
|
0
$0
|
|
|
Apr 22, 2021
Q1 2021
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-11.2KClosed |
$964K - $966K
|
0
$0
|
|
|
Apr 21, 2021
Q1 2021
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-42.3KClosed |
$3.65M - $3.66M
|
0
$0
|
|
|
Apr 19, 2021
Q1 2021
|
Tri Star Advisors Inc.
|
SELL
|
- |
-2.98KClosed |
$257K - $257K
|
0
$0
|
|
|
Apr 12, 2021
Q1 2021
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-2.71KClosed |
$234K - $234K
|
0
$0
|
|
|
Apr 09, 2021
Q1 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
4+ 3.33% |
$345 - $346
|
124
$10.2K
|
|
| Q4 2020 | |||||||
|
Nov 14, 2024
Q4 2020
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-22.5KClosed |
$1.94M - $1.94M
|
0
$0
|
|
|
Mar 05, 2021
Q4 2020
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-17Closed |
$1.47K - $1.47K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-2.37KClosed |
$205K - $205K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Natixis Investment Managers International
Paris, I0 |
SELL
|
- |
-114KClosed |
$9.86M - $9.87M
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
5KNew |
$432K - $432K
|
5K
$413K
|
|
|
Feb 12, 2021
Q4 2020
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-7.97KClosed |
$688K - $689K
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-2.8KClosed |
$242K - $242K
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-44.8KClosed |
$3.87M - $3.88M
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-600Closed |
$51.8K - $51.9K
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-2.5KClosed |
$216K - $216K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Portland Global Advisors LLC
|
SELL
|
- |
-2.6KClosed |
$225K - $225K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
1.16K+ 29.0% |
$100K - $100K
|
5.16K
$426K
|
|
|
Feb 02, 2021
Q4 2020
|
Empirical Finance, LLC
|
SELL
|
- |
-124KClosed |
$10.7M - $10.7M
|
0
$0
|
|
|
Feb 02, 2021
Q4 2020
|
Wespac Advisors, LLC
|
SELL
|
- |
-9.08KClosed |
$784K - $785K
|
0
$0
|
|
|
Feb 01, 2021
Q4 2020
|
Hills Bank & Trust CO
|
SELL
|
- |
-1.63KClosed |
$141K - $141K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Bruderman Asset Management, LLC
Locust Valley, NY |
SELL
|
- |
-11.1KClosed |
$959K - $960K
|
0
$0
|
|
|
Jan 27, 2021
Q4 2020
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-125Closed |
$10.8K - $10.8K
|
0
$0
|
|
|
Jan 27, 2021
Q4 2020
|
Vcu Investment Management CO
Richmond, VA |
SELL
|
- |
-441KClosed |
$38.1M - $38.2M
|
0
$0
|
|
|
Jan 25, 2021
Q4 2020
|
Advisor Shares Investments LLC
Bethesda, MD |
SELL
|
- |
-1.39KClosed |
$120K - $120K
|
0
$0
|
|
|
Jan 19, 2021
Q4 2020
|
First Command Bank
|
SELL
|
- |
-352Closed |
$30.4K - $30.4K
|
0
$0
|
|
|
Jan 19, 2021
Q4 2020
|
First Command Financial Services, Inc.
|
SELL
|
- |
-352Closed |
$30.4K - $30.4K
|
0
$0
|
|
|
Jan 15, 2021
Q4 2020
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-6.7KClosed |
$578K - $579K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Sep 01, 2023
Q3 2020
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-2.67KClosed |
$231K - $231K
|
0
$0
|
|