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 09, 2021
Q3 2021
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-4.42K- 5.82% |
$380K - $381K
|
71.5K
$5.86M
|
|
|
Mar 11, 2024
Q3 2021
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-4.45KClosed |
$383K - $384K
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-4.62K- 36.1% |
$397K - $398K
|
8.17K
$670K
|
|
|
Nov 02, 2021
Q3 2021
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-4.62K- 20.0% |
$397K - $398K
|
18.5K
$1.51M
|
|
|
Oct 29, 2021
Q3 2021
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-4.76KClosed |
$410K - $411K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.86K- 0.36% |
$418K - $419K
|
1.33M
$109M
|
|
|
Oct 26, 2021
Q3 2021
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-5.01K- 14.53% |
$432K - $433K
|
29.5K
$2.42M
|
|
|
Nov 10, 2021
Q3 2021
|
Argi Investment Services, LLC
|
SELL
|
- |
-5.06K- 2.55% |
$436K - $437K
|
193K
$15.9M
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-5.11K- 30.1% |
$439K - $441K
|
11.9K
$972K
|
|
|
Dec 10, 2021
Q3 2021
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-5.23K- 4.72% |
$450K - $451K
|
106K
$8.66M
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-5.29K- 16.54% |
$455K - $456K
|
26.7K
$2.19M
|
|
|
Nov 04, 2021
Q3 2021
|
Hancock Whitney Corp
|
SELL
|
- |
-5.37K- 12.62% |
$462K - $463K
|
37.1K
$3.05M
|
|
|
Oct 22, 2021
Q3 2021
|
James Investment Research Inc
|
SELL
|
- |
-5.41K- 2.1% |
$465K - $467K
|
252K
$20.6M
|
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-5.6K- 66.7% |
$482K - $483K
|
2.8K
$229K
|
|
|
Oct 27, 2021
Q3 2021
|
Peoples Bank
|
SELL
|
- |
-5.83K- 9.6% |
$502K - $503K
|
54.9K
$4.5M
|
|
|
Nov 15, 2021
Q3 2021
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-5.9K- 64.52% |
$508K - $509K
|
3.25K
$266K
|
|
|
Nov 09, 2021
Q3 2021
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-5.97K- 46.23% |
$514K - $515K
|
6.94K
$569K
|
|
|
Nov 15, 2021
Q3 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-6.09K- 47.33% |
$524K - $526K
|
6.78K
$556K
|
|
|
Nov 12, 2021
Q3 2021
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-6.26K- 20.14% |
$538K - $540K
|
24.8K
$2.03M
|
|
|
Oct 13, 2021
Q3 2021
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-6.3KClosed |
$542K - $544K
|
0
$0
|
|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-6.43K- 4.93% |
$553K - $555K
|
124K
$10.2M
|
|
|
Nov 16, 2021
Q3 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-6.76KClosed |
$582K - $583K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-6.78K- 6.71% |
$584K - $585K
|
94.2K
$7.73M
|
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-7.21K- 47.77% |
$621K - $622K
|
7.88K
$647K
|
|
|
Nov 02, 2021
Q3 2021
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-7.22K- 37.37% |
$622K - $623K
|
12.1K
$993K
|
|
|
Nov 12, 2021
Q3 2021
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-7.27K- 25.09% |
$626K - $627K
|
21.7K
$1.78M
|
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-7.35K- 23.66% |
$633K - $634K
|
23.7K
$1.94M
|
|
|
Nov 16, 2021
Q3 2021
|
Parisi Gray Wealth Management
|
SELL
|
- |
-7.47KClosed |
$643K - $645K
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-7.66K- 43.27% |
$659K - $661K
|
10K
$823K
|
|
|
Oct 25, 2021
Q3 2021
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-7.69KClosed |
$662K - $663K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Comerica Securities,Inc.
|
SELL
|
- |
-8.8K- 59.14% |
$757K - $759K
|
6.08K
$498K
|
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-9.13K- 47.11% |
$786K - $788K
|
10.2K
$841K
|
|
|
Oct 21, 2021
Q3 2021
|
Arrow Financial Corp
|
SELL
|
- |
-9.28K- 62.65% |
$799K - $801K
|
5.53K
$454K
|
|
|
Nov 12, 2021
Q3 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-9.97K- 0.73% |
$859K - $861K
|
1.36M
$112M
|
|
|
Nov 01, 2021
Q3 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-10.2K- 26.85% |
$875K - $878K
|
27.7K
$2.27M
|
|
|
Nov 15, 2021
Q3 2021
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-10.3KClosed |
$883K - $886K
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-10.4K- 95.12% |
$892K - $894K
|
532
$43.6K
|
|
|
Nov 17, 2021
Q3 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-10.4KClosed |
$897K - $899K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Calton & Associates, Inc.
|
SELL
|
- |
-10.4KClosed |
$899K - $901K
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-11K- 8.6% |
$945K - $948K
|
117K
$9.57M
|
|
|
Nov 02, 2021
Q3 2021
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-11.8K- 20.58% |
$1.02M - $1.02M
|
45.5K
$3.73M
|
|
|
Nov 08, 2021
Q3 2021
|
Meeder Asset Management Inc
|
SELL
|
- |
-13K- 92.37% |
$1.12M - $1.12M
|
1.08K
$88.3K
|
|
|
Nov 03, 2021
Q3 2021
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-13.1KClosed |
$1.13M - $1.13M
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-13.4K- 9.3% |
$1.16M - $1.16M
|
131K
$10.7M
|
|
|
Nov 02, 2021
Q3 2021
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-13.5KClosed |
$1.16M - $1.17M
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Advisory Alpha, LLC
|
SELL
|
- |
-13.7K- 62.65% |
$1.18M - $1.18M
|
8.18K
$671K
|
|
|
Oct 14, 2021
Q3 2021
|
Vicus Capital
State College, PA |
SELL
|
- |
-14.3K- 25.77% |
$1.23M - $1.23M
|
41.1K
$3.37M
|
|
|
Nov 12, 2021
Q3 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-15.7K- 24.03% |
$1.35M - $1.36M
|
49.7K
$4.08M
|
|
|
Nov 12, 2021
Q3 2021
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-16.2K- 52.45% |
$1.4M - $1.4M
|
14.7K
$1.21M
|
|
|
Oct 25, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-16.7KClosed |
$1.44M - $1.44M
|
0
$0
|