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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2021
Q3 2021
|
Efficient Advisors, LLC
|
BUY
|
- |
31.8K+ 7.65% |
$2.74M - $2.75M
|
448K
$36.7M
|
|
|
Nov 04, 2021
Q3 2021
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
30KNew |
$2.59M - $2.59M
|
30K
$2.46M
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
28.7K+ 11.64% |
$2.47M - $2.47M
|
275K
$22.5M
|
|
|
Nov 04, 2021
Q3 2021
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
28.4K+ 883.33% |
$2.45M - $2.45M
|
31.6K
$2.59M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
28.1K+ 6.83% |
$2.42M - $2.43M
|
440K
$36.1M
|
|
|
Dec 08, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
27KNew |
$2.33M - $2.33M
|
27K
$2.22M
|
|
|
Nov 12, 2021
Q3 2021
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
25.3K+ 479.77% |
$2.17M - $2.18M
|
30.5K
$2.5M
|
|
|
Oct 12, 2021
Q3 2021
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
25.2KNew |
$2.17M - $2.17M
|
25.2K
$2.06M
|
|
|
Nov 03, 2021
Q3 2021
|
Crestwood Advisors Group LLC
|
BUY
|
- |
24.9K+ 282.16% |
$2.14M - $2.15M
|
33.7K
$2.76M
|
|
|
Nov 09, 2021
Q3 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
24.4KNew |
$2.1M - $2.11M
|
24.4K
$2M
|
|
|
Nov 01, 2021
Q3 2021
|
1900 Wealth Management LLC
|
BUY
|
- |
23.2KNew |
$2M - $2M
|
23.2K
$1.9M
|
|
|
Nov 09, 2021
Q3 2021
|
Dubuque Bank & Trust CO
|
BUY
|
- |
22.2K+ 21.78% |
$1.91M - $1.91M
|
124K
$10.2M
|
|
|
Nov 04, 2021
Q3 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
21.8KNew |
$1.88M - $1.88M
|
21.8K
$1.79M
|
|
|
Nov 16, 2021
Q3 2021
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
21.6K+ 108.95% |
$1.86M - $1.86M
|
41.4K
$3.39M
|
|
|
Nov 08, 2021
Q3 2021
|
Keybank National Association
|
BUY
|
- |
20.5K+ 4.02% |
$1.76M - $1.77M
|
530K
$43.5M
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
19K+ 16.89% |
$1.64M - $1.64M
|
132K
$10.8M
|
|
|
Oct 28, 2021
Q3 2021
|
Community Bank, N.A.
|
BUY
|
- |
18.4K+ 23.63% |
$1.59M - $1.59M
|
96.4K
$7.91M
|
|
|
Nov 15, 2021
Q3 2021
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
17.5KNew |
$1.51M - $1.51M
|
17.5K
$1.44M
|
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
17.3K+ 3.41% |
$1.49M - $1.49M
|
525K
$43.1M
|
|
|
Nov 09, 2021
Q3 2021
|
Mtc Wealth Management LLC
|
BUY
|
- |
17.1K+ 4.51% |
$1.48M - $1.48M
|
397K
$32.6M
|
|
|
Jan 02, 2024
Q3 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
16.8K+ 1249.66% |
$1.44M - $1.45M
|
18.1K
$1.48M
|
|
|
Nov 01, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
16.3KNew |
$1.4M - $1.41M
|
16.3K
$1.34M
|
|
|
Nov 10, 2021
Q3 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
15.4K+ 12.85% |
$1.32M - $1.33M
|
135K
$11.1M
|
|
|
Nov 08, 2021
Q3 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
15.3K+ 3.4% |
$1.32M - $1.32M
|
465K
$38.2M
|
|
|
Nov 16, 2021
Q3 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
15.2K+ 261.9% |
$1.31M - $1.31M
|
21K
$1.72M
|
|
|
Nov 03, 2021
Q3 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
15.1K+ 58.02% |
$1.3M - $1.31M
|
41.2K
$3.38M
|
|
|
Nov 02, 2021
Q3 2021
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
14.6K+ 60.71% |
$1.26M - $1.26M
|
38.7K
$3.18M
|
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
BUY
|
- |
14.4K+ 17.66% |
$1.24M - $1.24M
|
95.7K
$7.85M
|
|
|
Nov 09, 2021
Q3 2021
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
13.5KNew |
$1.16M - $1.16M
|
13.5K
$1.11M
|
|
|
Nov 17, 2021
Q3 2021
|
Colony Group LLC
Boston, MA |
BUY
|
- |
13.4K+ 32.66% |
$1.16M - $1.16M
|
54.6K
$4.47M
|
|
|
Nov 18, 2021
Q3 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
12.9K+ 32.03% |
$1.11M - $1.11M
|
53K
$4.35M
|
|
|
Nov 12, 2021
Q3 2021
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
12.7K+ 84.83% |
$1.09M - $1.09M
|
27.6K
$2.27M
|
|
|
Nov 10, 2021
Q3 2021
|
Cx Institutional
|
BUY
|
- |
12.2K+ 6.56% |
$1.05M - $1.05M
|
198K
$16.2M
|
|
|
Nov 05, 2021
Q3 2021
|
Smith, Salley & Associates
|
BUY
|
- |
12.2KNew |
$1.05M - $1.05M
|
12.2K
$997K
|
|
|
Nov 02, 2021
Q3 2021
|
Signature Securities Group Corporation
|
BUY
|
- |
11.9KNew |
$1.02M - $1.03M
|
11.9K
$975K
|
|
|
Oct 14, 2021
Q3 2021
|
Ritholtz Wealth Management
|
BUY
|
- |
11.4K+ 7.79% |
$982K - $984K
|
158K
$12.9M
|
|
|
Oct 29, 2021
Q3 2021
|
Pointe Capital Management LLC
|
BUY
|
- |
11.1K+ 18.9% |
$957K - $960K
|
69.9K
$5.74M
|
|
|
Nov 15, 2021
Q3 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
10.9K+ 4.01% |
$940K - $943K
|
283K
$23.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
10.8KNew |
$933K - $935K
|
10.8K
$889K
|
|
|
Nov 15, 2021
Q3 2021
|
Daniel Loeb
Third Point LLC | New York, Ny
|
BUY
|
- |
10.7K+ 14.98% |
$917K - $919K
|
81.7K
$6.7M
|
|
|
Nov 15, 2021
Q3 2021
|
Hrt Financial LP
New York, NY |
BUY
|
- |
10.6K+ 1.4% |
$917K - $919K
|
773K
$63.4M
|
|
|
Nov 16, 2021
Q3 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
10.5K+ 116.08% |
$905K - $908K
|
19.6K
$1.61M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
10.4K+ 61.35% |
$891K - $893K
|
27.2K
$2.23M
|
|
|
Nov 10, 2021
Q3 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
10.3KNew |
$883K - $885K
|
10.3K
$841K
|
|
|
Nov 15, 2021
Q3 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
10.2K+ 12.64% |
$881K - $883K
|
91.2K
$7.48M
|
|
|
Nov 15, 2021
Q3 2021
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
10.2KNew |
$877K - $879K
|
10.2K
$835K
|
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
10.1K+ 9.56% |
$872K - $874K
|
116K
$9.52M
|
|
|
Nov 12, 2021
Q3 2021
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
9.9K+ 33.19% |
$852K - $854K
|
39.7K
$3.26M
|
|
|
Nov 02, 2021
Q3 2021
|
Ironwood Financial, LLC
|
BUY
|
- |
9.48K+ 28.2% |
$816K - $818K
|
43.1K
$3.53M
|
|
|
Nov 04, 2021
Q3 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
9.42K+ 36.69% |
$811K - $813K
|
35.1K
$2.88M
|