Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
18.4MNew |
$1.58B - $1.59B
|
18.4M
$1.51B
|
|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
14.3MNew |
$1.24B - $1.24B
|
14.3M
$1.18B
|
|
|
Nov 09, 2021
Q3 2021
|
Members Trust CO
|
BUY
|
- |
4.37M+ 102.12% |
$376M - $377M
|
8.65M
$709M
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
804K+ 283.81% |
$69.3M - $69.4M
|
1.09M
$89.2M
|
|
|
Nov 09, 2021
Q3 2021
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
512K+ 17.61% |
$44.1M - $44.2M
|
3.42M
$281M
|
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
505K+ 3.83% |
$43.5M - $43.6M
|
13.7M
$1.12B
|
|
|
Nov 12, 2021
Q3 2021
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
350K+ 27.32% |
$30.1M - $30.2M
|
1.63M
$134M
|
|
|
Feb 10, 2022
Q3 2021
|
Cypress Capital, LLC
|
BUY
|
- |
293KNew |
$25.2M - $25.3M
|
293K
$24.1M
|
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
282KNew |
$24.3M - $24.4M
|
282K
$23.1M
|
|
|
Nov 23, 2021
Q3 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
279KNew |
$24M - $24.1M
|
279K
$22.9M
|
|
|
Nov 03, 2021
Q3 2021
|
Brookstone Capital Management
|
BUY
|
- |
273K+ 95.8% |
$23.5M - $23.6M
|
559K
$45.8M
|
|
|
Nov 10, 2021
Q3 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
225KNew |
$19.4M - $19.4M
|
225K
$18.5M
|
|
|
Nov 10, 2021
Q3 2021
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
224K+ 37.88% |
$19.3M - $19.3M
|
816K
$66.9M
|
|
|
Apr 19, 2024
Q3 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
222K+ 2472.22% |
$19.1M - $19.2M
|
231K
$19M
|
|
|
Nov 04, 2021
Q3 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
220K+ 427.65% |
$18.9M - $19M
|
271K
$22.3M
|
|
|
Nov 12, 2021
Q3 2021
|
Biltmore Family Office, LLC
|
BUY
|
- |
218K+ 745.51% |
$18.8M - $18.8M
|
247K
$20.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
208K+ 306.44% |
$17.9M - $18M
|
276K
$22.7M
|
|
|
Oct 27, 2021
Q3 2021
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
185KNew |
$16M - $16M
|
185K
$15.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
172K+ 5070.41% |
$14.8M - $14.9M
|
176K
$14.4M
|
|
|
Oct 29, 2021
Q3 2021
|
Perella Weinberg Partners Capital Management LP
|
BUY
|
- |
148K+ 43.75% |
$12.8M - $12.8M
|
487K
$40M
|
|
|
Nov 09, 2021
Q3 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
120KNew |
$10.3M - $10.4M
|
120K
$9.85M
|
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
109K+ 13.83% |
$9.37M - $9.39M
|
895K
$73.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
92.1K+ 119.39% |
$7.93M - $7.95M
|
169K
$13.9M
|
|
|
Nov 12, 2021
Q3 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
86.1K+ 45.4% |
$7.41M - $7.43M
|
276K
$22.6M
|
|
|
Oct 27, 2021
Q3 2021
|
Stephens Inc
|
BUY
|
- |
83.8K+ 4.7% |
$7.22M - $7.24M
|
1.87M
$153M
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Nova Scotia
|
BUY
|
- |
78.1KNew |
$6.72M - $6.74M
|
78.1K
$6.41M
|
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
74.4K+ 12.82% |
$6.41M - $6.42M
|
655K
$53.7M
|
|
|
Nov 05, 2021
Q3 2021
|
Forward Management, LLC
|
BUY
|
- |
73.6K+ 1.45% |
$6.33M - $6.35M
|
5.16M
$423M
|
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
72.9K+ 41.01% |
$6.28M - $6.3M
|
251K
$20.6M
|
|
|
Oct 29, 2021
Q3 2021
|
O Donnell Financial Services, LLC
|
BUY
|
- |
70.9KNew |
$6.11M - $6.12M
|
70.9K
$5.82M
|
|
|
Nov 03, 2021
Q3 2021
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
70K+ 46.5% |
$6.02M - $6.04M
|
220K
$18.1M
|
|
|
Nov 05, 2021
Q3 2021
|
Conning Inc.
|
BUY
|
- |
69.5KNew |
$5.98M - $6M
|
69.5K
$5.7M
|
|
|
Nov 15, 2021
Q3 2021
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
69.2K+ 329.57% |
$5.96M - $5.98M
|
90.2K
$7.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
67.8K+ 303.63% |
$5.83M - $5.85M
|
90.1K
$7.39M
|
|
|
Nov 04, 2021
Q3 2021
|
Independent Family Office, LLC
|
BUY
|
- |
66.9K+ 211.71% |
$5.76M - $5.77M
|
98.5K
$8.08M
|
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
64.6K+ 1.52% |
$5.56M - $5.57M
|
4.31M
$353M
|
|
|
Nov 15, 2021
Q3 2021
|
Dakota Wealth Management
|
BUY
|
- |
63.5K+ 571.26% |
$5.47M - $5.48M
|
74.6K
$6.12M
|
|
|
Nov 12, 2021
Q3 2021
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
60.3K+ 1589.62% |
$5.19M - $5.21M
|
64.1K
$5.26M
|
|
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
59.5K+ 32.38% |
$5.12M - $5.13M
|
243K
$20M
|
|
|
Oct 19, 2021
Q3 2021
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
52.3KNew |
$4.5M - $4.51M
|
52.3K
$4.29M
|
|
|
Nov 05, 2021
Q3 2021
|
Matson Money. Inc.
|
BUY
|
- |
51.7K+ 4.06% |
$4.45M - $4.47M
|
1.33M
$109M
|
|
|
Nov 15, 2021
Q3 2021
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
50.8K+ 29.1% |
$4.37M - $4.38M
|
225K
$18.5M
|
|
|
Nov 02, 2021
Q3 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
46K+ 386.66% |
$3.96M - $3.97M
|
57.9K
$4.75M
|
|
|
Dec 11, 2023
Q3 2021
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
43.9KNew |
$3.78M - $3.79M
|
43.9K
$3.6M
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
41.7K+ 84.79% |
$3.59M - $3.6M
|
90.8K
$7.45M
|
|
|
Nov 12, 2021
Q3 2021
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
37.4K+ 12.03% |
$3.22M - $3.23M
|
348K
$28.6M
|
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
37.2K+ 7.37% |
$3.2M - $3.21M
|
542K
$44.4M
|
|
|
Nov 12, 2021
Q3 2021
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
36.3K+ 123.06% |
$3.12M - $3.13M
|
65.7K
$5.39M
|
|
|
Nov 15, 2021
Q3 2021
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
33.9K+ 9.16% |
$2.91M - $2.92M
|
403K
$33.1M
|
|
|
Oct 20, 2021
Q3 2021
|
E&G Advisors, LP
|
BUY
|
- |
33.5KNew |
$2.88M - $2.89M
|
33.5K
$2.74M
|