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 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
9.4K+ 87.52% |
$809K - $811K
|
20.1K
$1.65M
|
|
Nov 03, 2021
Q3 2021
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
9.03KNew |
$777K - $779K
|
9.03K
$741K
|
|
Oct 21, 2021
Q3 2021
|
Fifth Third Securities, Inc.
|
BUY
|
- |
8.97KNew |
$772K - $774K
|
8.97K
$736K
|
|
Nov 04, 2021
Q3 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
8.94K+ 17.62% |
$770K - $772K
|
59.7K
$4.9M
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
8.81K+ 13.14% |
$758K - $760K
|
75.8K
$6.22M
|
|
Mar 09, 2022
Q3 2021
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
8.57K+ 56.87% |
$737K - $739K
|
23.6K
$1.94M
|
|
Nov 15, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
8.45K+ 10561.25% |
$727K - $729K
|
8.53K
$700K
|
|
Oct 25, 2021
Q3 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
8.34K+ 7.35% |
$718K - $720K
|
122K
$9.99M
|
|
Nov 15, 2021
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
8.28KNew |
$713K - $715K
|
8.28K
$679K
|
|
Oct 13, 2021
Q3 2021
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.07K+ 13.66% |
$695K - $697K
|
67.2K
$5.51M
|
|
Dec 21, 2021
Q3 2021
|
Rovin Capital
|
BUY
|
- |
7.85K+ 23.64% |
$676K - $677K
|
41K
$3.37M
|
|
Nov 15, 2021
Q3 2021
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
7.7K+ 28.31% |
$662K - $664K
|
34.9K
$2.86M
|
|
Oct 08, 2021
Q3 2021
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
7.68K+ 3.29% |
$661K - $663K
|
241K
$19.7M
|
|
Nov 15, 2021
Q3 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
7.25KNew |
$624K - $626K
|
7.25K
$595K
|
|
Nov 09, 2021
Q3 2021
|
Strategic Equity Management
|
BUY
|
- |
7.25K+ 6.57% |
$624K - $626K
|
117K
$9.64M
|
|
Nov 15, 2021
Q3 2021
|
Ubp Investment Advisors Sa
|
BUY
|
- |
6.94K+ 15.31% |
$598K - $599K
|
52.3K
$4.29M
|
|
Nov 12, 2021
Q3 2021
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
6.88K+ 53.88% |
$592K - $594K
|
19.6K
$1.61M
|
|
Nov 15, 2021
Q3 2021
|
Triumph Capital Management
|
BUY
|
- |
6.83KNew |
$588K - $590K
|
6.83K
$561K
|
|
Nov 04, 2021
Q3 2021
|
Knowledge Leaders Capital, LLC
|
BUY
|
- |
6.78K+ 51.92% |
$584K - $585K
|
19.8K
$1.63M
|
|
Nov 12, 2021
Q3 2021
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
6.76K+ 3.44% |
$582K - $583K
|
203K
$16.7M
|
|
Oct 27, 2021
Q3 2021
|
Telemus Capital, LLC
|
BUY
|
- |
6.11K+ 8.72% |
$526K - $527K
|
76.2K
$6.25M
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.1K+ 15.98% |
$525K - $526K
|
44.3K
$3.63M
|
|
Oct 28, 2021
Q3 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.96K+ 22.9% |
$513K - $515K
|
32K
$2.63M
|
|
Nov 15, 2021
Q3 2021
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
5.81K+ 21.52% |
$500K - $501K
|
32.8K
$2.69M
|
|
Nov 09, 2021
Q3 2021
|
Coastline Trust CO
|
BUY
|
- |
5.8K+ 199.31% |
$499K - $501K
|
8.71K
$714K
|
|
Nov 05, 2021
Q3 2021
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
5.71K+ 3.86% |
$492K - $493K
|
154K
$12.6M
|
|
Jan 27, 2023
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
5.66K+ 216.07% |
$487K - $489K
|
8.28K
$679K
|
|
Nov 09, 2021
Q3 2021
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
5.64KNew |
$486K - $487K
|
5.64K
$463K
|
|
Oct 26, 2021
Q3 2021
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
5.63K+ 13.54% |
$484K - $485K
|
47.2K
$3.87M
|
|
Nov 12, 2021
Q3 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
5.61K+ 51.12% |
$483K - $484K
|
16.6K
$1.36M
|
|
Jan 18, 2022
Q3 2021
|
Apella Capital, LLC
|
BUY
|
- |
5.57K+ 30.15% |
$480K - $481K
|
24K
$1.97M
|
|
Nov 12, 2021
Q3 2021
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
5.54KNew |
$477K - $478K
|
5.54K
$454K
|
|
Oct 25, 2021
Q3 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
5.51KNew |
$475K - $476K
|
5.51K
$452K
|
|
Nov 09, 2021
Q3 2021
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
5.46K+ 1217.86% |
$470K - $471K
|
5.9K
$484K
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
BUY
|
- |
5.33K+ 0.47% |
$458K - $460K
|
1.13M
$92.8M
|
|
Nov 04, 2021
Q3 2021
|
Compton Financial Group, LLC
|
BUY
|
- |
5.24K+ 4.92% |
$451K - $453K
|
112K
$9.16M
|
|
Nov 09, 2021
Q3 2021
|
Camden National Bank
Camden, ME |
BUY
|
- |
5.13K+ 9.34% |
$442K - $443K
|
60.1K
$4.93M
|
|
Nov 08, 2021
Q3 2021
|
Matisse Capital
|
BUY
|
- |
5.1KNew |
$439K - $440K
|
5.1K
$418K
|
|
Nov 02, 2021
Q3 2021
|
Emerald Advisors, LLC
|
BUY
|
- |
5.09K+ 67.51% |
$438K - $439K
|
12.6K
$1.04M
|
|
Nov 15, 2021
Q3 2021
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
4.9K+ 7.14% |
$422K - $423K
|
73.6K
$6.04M
|
|
Nov 03, 2021
Q3 2021
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
4.86K+ 1.82% |
$419K - $420K
|
273K
$22.4M
|
|
Nov 12, 2021
Q3 2021
|
Scotia Capital Inc.
|
BUY
|
- |
4.78K+ 1.51% |
$411K - $412K
|
320K
$26.3M
|
|
Oct 21, 2021
Q3 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.75K+ 192.7% |
$409K - $410K
|
7.22K
$592K
|
|
Nov 03, 2021
Q3 2021
|
Affinia Financial Group, LLC
Burlington, MA |
BUY
|
- |
4.69K+ 2.95% |
$403K - $404K
|
164K
$13.4M
|
|
Oct 15, 2021
Q3 2021
|
Lcm Capital Management Inc
|
BUY
|
- |
4.63KNew |
$399K - $400K
|
4.63K
$380K
|
|
Nov 12, 2021
Q3 2021
|
X Square Capital, LLC
|
BUY
|
- |
4.6K+ 127.07% |
$396K - $397K
|
8.22K
$674K
|
|
Nov 15, 2021
Q3 2021
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
4.57K+ 21.25% |
$393K - $394K
|
26.1K
$2.14M
|
|
Nov 15, 2021
Q3 2021
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
4.51K+ 3.09% |
$389K - $390K
|
151K
$12.4M
|
|
Oct 15, 2021
Q3 2021
|
Transform Wealth, LLC
|
BUY
|
- |
4.5K+ 80.78% |
$387K - $388K
|
10.1K
$826K
|
|
Oct 27, 2021
Q3 2021
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
4.45K+ 2.59% |
$383K - $384K
|
176K
$14.4M
|