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 04, 2021
Q3 2021
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
4.29KNew |
$369K - $370K
|
4.29K
$352K
|
|
|
Nov 12, 2021
Q3 2021
|
Assetmark, Inc
|
BUY
|
- |
4.26K+ 0.31% |
$366K - $367K
|
1.37M
$113M
|
|
|
Oct 28, 2021
Q3 2021
|
Excalibur Management Corp
|
BUY
|
- |
4.22K+ 4.75% |
$363K - $364K
|
93.1K
$7.64M
|
|
|
Nov 15, 2021
Q3 2021
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
4.15K+ 56.46% |
$357K - $358K
|
11.5K
$943K
|
|
|
Oct 15, 2021
Q3 2021
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
4.11K+ 1.94% |
$354K - $355K
|
216K
$17.7M
|
|
|
Nov 02, 2021
Q3 2021
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
3.98K+ 6.65% |
$342K - $343K
|
63.7K
$5.23M
|
|
|
Nov 16, 2021
Q3 2021
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
3.95K+ 2.05% |
$340K - $341K
|
197K
$16.2M
|
|
|
Oct 27, 2021
Q3 2021
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
3.84KNew |
$331K - $332K
|
3.84K
$315K
|
|
|
Nov 15, 2021
Q3 2021
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
3.79K+ 1.7% |
$326K - $327K
|
227K
$18.6M
|
|
|
Nov 22, 2021
Q3 2021
|
Comerica Bank
|
BUY
|
- |
3.79K+ 5.23% |
$326K - $327K
|
76.2K
$6.25M
|
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
3.72KNew |
$321K - $321K
|
3.72K
$305K
|
|
|
Nov 16, 2021
Q3 2021
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
3.66K+ 0.48% |
$315K - $316K
|
769K
$63.1M
|
|
|
Aug 28, 2024
Q3 2021
|
Farmers National Bank
Danville, KY |
BUY
|
- |
3.58KNew |
$308K - $309K
|
3.58K
$293K
|
|
|
Nov 15, 2021
Q3 2021
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
3.55KNew |
$305K - $306K
|
3.55K
$291K
|
|
|
Oct 14, 2021
Q3 2021
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
3.5K+ 22.4% |
$301K - $302K
|
19.1K
$1.57M
|
|
|
Nov 09, 2021
Q3 2021
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
3.48K+ 10.94% |
$300K - $300K
|
35.3K
$2.9M
|
|
|
Oct 19, 2021
Q3 2021
|
Pinnacle Associates LTD
|
BUY
|
- |
3.46K+ 16.17% |
$298K - $299K
|
24.9K
$2.04M
|
|
|
Nov 05, 2021
Q3 2021
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
3.42K+ 37.28% |
$294K - $295K
|
12.6K
$1.03M
|
|
|
Oct 28, 2021
Q3 2021
|
Amg National Trust Bank
|
BUY
|
- |
3.33K+ 15.52% |
$287K - $287K
|
24.8K
$2.03M
|
|
|
Oct 26, 2021
Q3 2021
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
3.31KNew |
$285K - $286K
|
3.31K
$272K
|
|
|
Oct 28, 2021
Q3 2021
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
3.2K+ 22.69% |
$275K - $276K
|
17.3K
$1.42M
|
|
|
Nov 01, 2021
Q3 2021
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
3.2K+ 2.0% |
$275K - $276K
|
163K
$13.4M
|
|
|
Oct 08, 2021
Q3 2021
|
Rede Wealth, LLC
|
BUY
|
- |
3.19K+ 40.08% |
$275K - $276K
|
11.2K
$915K
|
|
|
Nov 04, 2021
Q3 2021
|
Independent Wealth Network Inc.
|
BUY
|
- |
3.1KNew |
$267K - $267K
|
3.1K
$254K
|
|
|
Nov 12, 2021
Q3 2021
|
Interchange Capital Partners, LLC
|
BUY
|
- |
3.1KNew |
$266K - $267K
|
3.1K
$254K
|
|
|
Nov 04, 2021
Q3 2021
|
Brighton Jones LLC
|
BUY
|
- |
3.08KNew |
$265K - $266K
|
3.08K
$253K
|
|
|
Nov 12, 2021
Q3 2021
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
3.04K+ 25.5% |
$261K - $262K
|
14.9K
$1.23M
|
|
|
Oct 27, 2021
Q3 2021
|
Executive Wealth Management, LLC
|
BUY
|
- |
2.96K+ 2.32% |
$255K - $255K
|
130K
$10.7M
|
|
|
Dec 03, 2021
Q3 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.88K+ 7.18% |
$248K - $249K
|
43K
$3.53M
|
|
|
Nov 15, 2021
Q3 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
2.82KNew |
$242K - $243K
|
2.82K
$231K
|
|
|
Oct 18, 2021
Q3 2021
|
Symmetry Partners, LLC
|
BUY
|
- |
2.81K+ 20.81% |
$242K - $243K
|
16.3K
$1.34M
|
|
|
Oct 20, 2021
Q3 2021
|
Patriot Investment Management Inc.
|
BUY
|
- |
2.81K+ 8.3% |
$242K - $242K
|
36.6K
$3M
|
|
|
Oct 12, 2021
Q3 2021
|
Wesbanco Bank Inc
|
BUY
|
- |
2.75K+ 7.2% |
$236K - $237K
|
40.9K
$3.36M
|
|
|
Oct 12, 2021
Q3 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
2.73KNew |
$235K - $236K
|
2.73K
$224K
|
|
|
Nov 09, 2021
Q3 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
2.64KNew |
$228K - $228K
|
2.64K
$217K
|
|
|
Oct 14, 2021
Q3 2021
|
Procyon Advisors, LLC
|
BUY
|
- |
2.64K+ 18.22% |
$228K - $228K
|
17.1K
$1.41M
|
|
|
Oct 29, 2021
Q3 2021
|
Brio Consultants, LLC
|
BUY
|
- |
2.62K+ 6.33% |
$226K - $226K
|
44.1K
$3.62M
|
|
|
Oct 12, 2021
Q3 2021
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
2.62KNew |
$226K - $226K
|
2.62K
$215K
|
|
|
Nov 15, 2021
Q3 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.57K+ 152.31% |
$221K - $222K
|
4.26K
$349K
|
|
|
Nov 15, 2021
Q3 2021
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
2.54K+ 24.29% |
$219K - $220K
|
13K
$1.07M
|
|
|
Nov 15, 2021
Q3 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
2.52K+ 3.23% |
$217K - $218K
|
80.7K
$6.62M
|
|
|
Oct 08, 2021
Q3 2021
|
Summit Financial Group, Inc.
|
BUY
|
- |
2.51K+ 4.01% |
$216K - $217K
|
65.1K
$5.34M
|
|
|
May 10, 2024
Q3 2021
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
2.5KNew |
$215K - $216K
|
2.5K
$205K
|
|
|
Nov 08, 2021
Q3 2021
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
2.44KNew |
$210K - $210K
|
2.44K
$200K
|
|
|
Nov 05, 2021
Q3 2021
|
Pfg Advisors
|
BUY
|
- |
2.41K+ 11.88% |
$207K - $208K
|
22.7K
$1.86M
|
|
|
Nov 09, 2021
Q3 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
2.37K+ 110.34% |
$204K - $205K
|
4.52K
$371K
|
|
|
Dec 10, 2021
Q3 2021
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.36K+ 34.67% |
$203K - $204K
|
9.17K
$752K
|
|
|
Oct 27, 2021
Q3 2021
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
2.34K+ 14.84% |
$201K - $202K
|
18.1K
$1.49M
|
|
|
Nov 12, 2021
Q3 2021
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
2.29K+ 7.03% |
$197K - $197K
|
34.8K
$2.85M
|
|
|
Nov 01, 2021
Q3 2021
|
High Mark Wealth Management LLC
|
BUY
|
- |
2.26K+ 7.1% |
$194K - $195K
|
34.1K
$2.79M
|