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 10, 2021
Q3 2021
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-353Closed |
$30.4K - $30.5K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-355- 1.37% |
$30.6K - $30.6K
|
25.5K
$2.09M
|
|
|
Oct 26, 2021
Q3 2021
|
New Potomac Partners, LLC
|
SELL
|
- |
-400- 14.34% |
$34.4K - $34.5K
|
2.39K
$196K
|
|
|
Nov 04, 2021
Q3 2021
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-410- 0.37% |
$35.3K - $35.4K
|
110K
$9.03M
|
|
|
Nov 01, 2021
Q3 2021
|
Mader & Shannon Wealth Management, Inc.
|
SELL
|
- |
-411- 0.47% |
$35.4K - $35.5K
|
86.6K
$7.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-412- 7.44% |
$35.5K - $35.6K
|
5.13K
$420K
|
|
|
Nov 09, 2021
Q3 2021
|
Gamble Jones Investment Counsel
|
SELL
|
- |
-412- 0.36% |
$35.5K - $35.6K
|
115K
$9.47M
|
|
|
Nov 01, 2021
Q3 2021
|
Bickling Financial Services, Inc.
Lexington, MA |
SELL
|
- |
-419- 8.37% |
$36.1K - $36.2K
|
4.59K
$376K
|
|
|
Nov 15, 2021
Q3 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-454Closed |
$39.1K - $39.2K
|
0
$0
|
|
|
Oct 20, 2021
Q3 2021
|
Csenge Advisory Group
|
SELL
|
- |
-458- 5.88% |
$39.4K - $39.5K
|
7.33K
$602K
|
|
|
Oct 13, 2021
Q3 2021
|
Financial Management Network Inc
|
SELL
|
- |
-460- 9.24% |
$39.6K - $39.7K
|
4.52K
$371K
|
|
|
Nov 15, 2021
Q3 2021
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-460- 13.67% |
$39.6K - $39.7K
|
2.91K
$238K
|
|
|
Nov 12, 2021
Q3 2021
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-462- 0.52% |
$39.8K - $39.9K
|
87.8K
$7.2M
|
|
|
Nov 04, 2021
Q3 2021
|
Mesirow Financial Investment Management Equity & Fixed Income
Chicago, IL |
SELL
|
- |
-465- 9.95% |
$40K - $40.1K
|
4.21K
$345K
|
|
|
Oct 27, 2021
Q3 2021
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-472- 8.32% |
$40.6K - $40.7K
|
5.2K
$427K
|
|
|
Oct 12, 2021
Q3 2021
|
First Hawaiian Bank
|
SELL
|
- |
-498- 3.85% |
$42.9K - $43K
|
12.4K
$1.02M
|
|
|
Nov 02, 2021
Q3 2021
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-499- 1.15% |
$43K - $43.1K
|
42.9K
$3.52M
|
|
|
Nov 10, 2021
Q3 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-506Closed |
$43.6K - $43.7K
|
0
$0
|
|
|
Oct 26, 2021
Q3 2021
|
Karp Capital Management Corp
|
SELL
|
- |
-522- 11.65% |
$44.9K - $45.1K
|
3.96K
$325K
|
|
|
Oct 12, 2021
Q3 2021
|
Apella Capital, LLC
|
SELL
|
- |
-527- 2.77% |
$45.4K - $45.5K
|
18.5K
$1.52M
|
|
|
Nov 12, 2021
Q3 2021
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-528- 2.09% |
$45.5K - $45.6K
|
24.7K
$2.03M
|
|
|
Oct 19, 2021
Q3 2021
|
4 J Wealth Management LLC
|
SELL
|
- |
-529- 1.79% |
$45.5K - $45.7K
|
29K
$2.38M
|
|
|
Oct 07, 2021
Q3 2021
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-533Closed |
$45.9K - $46K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Ford Financial Group, LLC
|
SELL
|
- |
-552Closed |
$47.5K - $47.6K
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-555- 7.9% |
$47.8K - $47.9K
|
6.47K
$531K
|
|
|
Oct 26, 2021
Q3 2021
|
Montis Financial, LLC
|
SELL
|
- |
-576- 2.29% |
$49.6K - $49.7K
|
24.6K
$2.02M
|
|
|
Oct 20, 2021
Q3 2021
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-576- 2.39% |
$49.6K - $49.7K
|
23.6K
$1.93M
|
|
|
Oct 28, 2021
Q3 2021
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-580- 0.29% |
$49.9K - $50.1K
|
202K
$16.6M
|
|
|
Oct 15, 2021
Q3 2021
|
Wt Wealth Management
|
SELL
|
- |
-600- 4.73% |
$51.7K - $51.8K
|
12.1K
$992K
|
|
|
Oct 18, 2021
Q3 2021
|
Umb Bank, N.A.
|
SELL
|
- |
-609- 5.97% |
$52.4K - $52.6K
|
9.59K
$787K
|
|
|
Oct 01, 2021
Q3 2021
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-630- 0.17% |
$54.2K - $54.4K
|
376K
$30.8M
|
|
|
Oct 29, 2021
Q3 2021
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-641- 7.19% |
$55.2K - $55.3K
|
8.28K
$679K
|
|
|
Nov 08, 2021
Q3 2021
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-660- 18.44% |
$56.8K - $57K
|
2.92K
$239K
|
|
|
Nov 01, 2021
Q3 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-672- 5.27% |
$57.9K - $58K
|
12.1K
$990K
|
|
|
Nov 01, 2021
Q3 2021
|
Element Wealth, LLC
|
SELL
|
- |
-702Closed |
$60.4K - $60.6K
|
0
$0
|
|
|
Oct 13, 2021
Q3 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-706- 19.74% |
$60.8K - $60.9K
|
2.87K
$235K
|
|
|
Oct 07, 2021
Q3 2021
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-713- 1.24% |
$61.4K - $61.5K
|
57K
$4.68M
|
|
|
Nov 03, 2021
Q3 2021
|
One Day In July LLC
|
SELL
|
- |
-714- 8.18% |
$61.5K - $61.6K
|
8.02K
$657K
|
|
|
Nov 12, 2021
Q3 2021
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-756- 2.03% |
$65.1K - $65.3K
|
36.4K
$2.99M
|
|
|
Oct 29, 2021
Q3 2021
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-761Closed |
$65.5K - $65.7K
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-761- 2.73% |
$65.5K - $65.7K
|
27.1K
$2.22M
|
|
|
Oct 29, 2021
Q3 2021
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-763- 3.41% |
$65.7K - $65.9K
|
21.6K
$1.77M
|
|
|
Oct 29, 2021
Q3 2021
|
Bridge Advisory, LLC
|
SELL
|
- |
-768- 0.42% |
$66.1K - $66.3K
|
182K
$14.9M
|
|
|
Nov 16, 2021
Q3 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-770- 22.33% |
$66.3K - $66.5K
|
2.68K
$220K
|
|
|
Nov 02, 2021
Q3 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-822- 6.1% |
$70.8K - $70.9K
|
12.6K
$1.04M
|
|
|
Oct 05, 2021
Q3 2021
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-825- 19.15% |
$71K - $71.2K
|
3.48K
$286K
|
|
|
Oct 27, 2021
Q3 2021
|
Westside Investment Management, Inc.
|
SELL
|
- |
-844- 3.01% |
$72.7K - $72.8K
|
27.2K
$2.23M
|
|
|
Oct 13, 2021
Q3 2021
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-852- 3.79% |
$73.3K - $73.5K
|
21.6K
$1.77M
|
|
|
Mar 14, 2023
Q3 2021
|
Private Portfolio Partners LLC
|
SELL
|
- |
-860- 24.69% |
$74K - $74.2K
|
2.62K
$215K
|
|
|
Nov 04, 2021
Q3 2021
|
Private Portfolio Partners LLC
|
SELL
|
- |
-860- 24.68% |
$74K - $74.2K
|
2.62K
$215K
|