Latest Institutional Purchases of Ishares Barclays 1 3 Year Trea (SHY)
This list provides information on the latest institutional transactions involving Ishares Barclays 1 3 Year Trea (SHY) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 16, 2021
Q3 2021
|
Sadoff Investment Management LLC
|
BUY
|
- |
346+ 8.99% |
$29.8K - $29.9K
|
4.19K
$344K
|
|
| Q2 2021 | |||||||
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
151KNew |
$13M - $13M
|
151K
$12.4M
|
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
5.8KNew |
$499K - $501K
|
5.8K
$476K
|
|
|
Jul 15, 2021
Q2 2021
|
Founders Capital Management
|
BUY
|
- |
29+ 2.0% |
$2.5K - $2.5K
|
1.48K
$121K
|
|
| Q1 2021 | |||||||
|
Apr 27, 2021
Q1 2021
|
Ae Wealth Management LLC
|
BUY
|
PUT |
5.2KNew |
$448K - $449K
|
5.2K
$427K
|
|
|
Aug 06, 2024
Q1 2021
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
3.1KNew |
$267K - $268K
|
3.1K
$254K
|
|
|
May 13, 2021
Q1 2021
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
210New |
$18.1K - $18.1K
|
210
$17.2K
|
|
|
May 13, 2021
Q1 2021
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
PUT |
129New |
$11.1K - $11.1K
|
129
$10.6K
|
|
|
Jul 13, 2021
Q1 2021
|
Pflug Koory, LLC
|
BUY
|
- |
91New |
$7.85K - $7.86K
|
91
$7.46K
|
|
|
Apr 09, 2021
Q1 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
4+ 3.33% |
$345 - $346
|
124
$10.2K
|
|
| Q4 2020 | |||||||
|
Feb 12, 2021
Q4 2020
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
5KNew |
$432K - $432K
|
5K
$410K
|
|
|
Feb 08, 2021
Q4 2020
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
1.16K+ 29.0% |
$100K - $100K
|
5.16K
$423K
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
78.2K+ 157.72% |
$6.77M - $6.79M
|
128K
$10.5M
|
|
|
Aug 12, 2020
Q2 2020
|
American International Group, Inc.
New York, NY |
BUY
|
- |
16.5K+ 19.23% |
$1.43M - $1.43M
|
102K
$8.39M
|
|
|
Aug 14, 2020
Q2 2020
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
CALL |
300New |
$25.9K - $26K
|
300
$24.6K
|
|
|
Jul 28, 2020
Q2 2020
|
Costello Asset Management, Inc
|
BUY
|
- |
37New |
$3.2K - $3.21K
|
37
$3.04K
|
|
|
Aug 11, 2020
Q2 2020
|
Demars Financial Group, LLC
|
BUY
|
- |
13New |
$1.12K - $1.13K
|
13
$1.07K
|
|
| Q1 2020 | |||||||
|
May 14, 2020
Q1 2020
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
310KNew |
$26.2M - $26.9M
|
310K
$25.4M
|
|
|
May 15, 2024
Q1 2020
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 09, 2019
Q1 2019
|
Bremer Bank National Association
|
BUY
|
- |
4.21KNew |
$351K - $354K
|
4.21K
$345K
|
|
| Q4 2018 | |||||||
|
Jan 08, 2019
Q4 2018
|
Curbstone Financial Management Corp
|
BUY
|
- |
5.47KNew |
$453K - $458K
|
5.47K
$449K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
187KNew |
$15.5M - $15.6M
|
187K
$15.3M
|
|
|
Nov 05, 2018
Q3 2018
|
D.B. Root & Company, LLC
|
BUY
|
- |
345+ 8.57% |
$28.6K - $28.8K
|
4.37K
$358K
|
|
|
Aug 30, 2024
Q3 2018
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
344+ 17.26% |
$28.6K - $28.7K
|
2.34K
$192K
|
|
| Q2 2018 | |||||||
|
Aug 07, 2018
Q2 2018
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
491New |
$40.8K - $41K
|
491
$40.3K
|
|
| Q1 2018 | |||||||
|
May 04, 2018
Q1 2018
|
Bray Capital Advisors
|
BUY
|
- |
295New |
$24.6K - $24.7K
|
295
$24.2K
|
|
| Q3 2017 | |||||||
|
Nov 06, 2017
Q3 2017
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
3.25KNew |
$274K - $275K
|
3.25K
$267K
|
|
| Q2 2017 | |||||||
|
Aug 14, 2017
Q2 2017
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
500New |
N/A
|
500
$41K
|
|