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 28, 2021
Q3 2021
|
Innova Wealth Partners
|
BUY
|
- |
2.23K+ 2.07% |
$192K - $192K
|
110K
$9M
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.15K+ 13.5% |
$185K - $186K
|
18.1K
$1.48M
|
|
Oct 26, 2021
Q3 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.13K+ 1.84% |
$183K - $184K
|
118K
$9.68M
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.11K+ 39.76% |
$182K - $182K
|
7.43K
$610K
|
|
Nov 15, 2021
Q3 2021
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
2.08K+ 31.38% |
$179K - $179K
|
8.7K
$713K
|
|
Oct 13, 2022
Q3 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
2.04K+ 14.85% |
$176K - $176K
|
15.8K
$1.3M
|
|
Nov 15, 2021
Q3 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
2.04K+ 14.85% |
$176K - $176K
|
15.8K
$1.3M
|
|
Nov 12, 2021
Q3 2021
|
Cadinha & CO LLC
|
BUY
|
- |
2.02K+ 13.66% |
$174K - $174K
|
16.8K
$1.38M
|
|
Oct 19, 2021
Q3 2021
|
Pacific Financial Group Inc
|
BUY
|
- |
2K+ 7.31% |
$172K - $173K
|
29.4K
$2.41M
|
|
Nov 03, 2021
Q3 2021
|
Nvwm, LLC
|
BUY
|
- |
1.97K+ 61.56% |
$170K - $170K
|
5.18K
$425K
|
|
Oct 29, 2021
Q3 2021
|
Busey Wealth Management
|
BUY
|
- |
1.94K+ 53.52% |
$167K - $167K
|
5.57K
$456K
|
|
Nov 15, 2021
Q3 2021
|
Founders Financial Securities LLC
|
BUY
|
- |
1.92K+ 4.99% |
$166K - $166K
|
40.5K
$3.32M
|
|
Oct 19, 2021
Q3 2021
|
Green Square Capital Advisors LLC
|
BUY
|
- |
1.92K+ 33.84% |
$165K - $166K
|
7.6K
$623K
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.86K+ 4.75% |
$160K - $161K
|
41.1K
$3.37M
|
|
Oct 28, 2021
Q3 2021
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
1.83K+ 5.63% |
$157K - $158K
|
34.3K
$2.81M
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.74K+ 2.28% |
$150K - $150K
|
78K
$6.4M
|
|
Feb 05, 2024
Q3 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.72K+ 3.25% |
$148K - $148K
|
54.6K
$4.48M
|
|
Nov 12, 2021
Q3 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
1.66K+ 8.38% |
$143K - $143K
|
21.5K
$1.76M
|
|
Nov 05, 2021
Q3 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.64K+ 1.89% |
$141K - $141K
|
88.2K
$7.23M
|
|
Oct 28, 2021
Q3 2021
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
1.62K+ 133.36% |
$140K - $140K
|
2.84K
$233K
|
|
Oct 29, 2021
Q3 2021
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
1.61K+ 55.54% |
$139K - $139K
|
4.51K
$370K
|
|
Oct 26, 2021
Q3 2021
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.54K+ 0.74% |
$132K - $133K
|
209K
$17.2M
|
|
Nov 12, 2021
Q3 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.52KNew |
$131K - $132K
|
1.52K
$125K
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.52K+ 80.68% |
$131K - $132K
|
3.41K
$280K
|
|
Oct 21, 2021
Q3 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1.52K+ 39.06% |
$131K - $131K
|
5.4K
$443K
|
|
Nov 12, 2021
Q3 2021
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
1.49K+ 22.25% |
$128K - $129K
|
8.19K
$672K
|
|
Oct 02, 2024
Q3 2021
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
1.47KNew |
$127K - $127K
|
1.47K
$121K
|
|
Oct 22, 2021
Q3 2021
|
Monument Capital Management
|
BUY
|
- |
1.43K+ 39.73% |
$123K - $123K
|
5.02K
$411K
|
|
Nov 02, 2021
Q3 2021
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
1.4KNew |
$121K - $121K
|
1.4K
$115K
|
|
Oct 22, 2021
Q3 2021
|
Sarasin & Partners LLP
|
BUY
|
- |
1.4K+ 4.06% |
$121K - $121K
|
35.9K
$2.95M
|
|
Nov 12, 2021
Q3 2021
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
1.39K+ 15.06% |
$120K - $120K
|
10.6K
$871K
|
|
Oct 08, 2021
Q3 2021
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
1.27K+ 2.6% |
$110K - $110K
|
50.1K
$4.11M
|
|
Nov 04, 2021
Q3 2021
|
Larson Financial Group LLC
|
BUY
|
- |
1.27K+ 29.0% |
$109K - $109K
|
5.64K
$463K
|
|
Nov 10, 2021
Q3 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.26K+ 7.16% |
$109K - $109K
|
18.9K
$1.55M
|
|
Oct 29, 2021
Q3 2021
|
True Link Financial Advisors, LLC
|
BUY
|
- |
1.25K+ 4.7% |
$108K - $108K
|
27.8K
$2.28M
|
|
Nov 12, 2021
Q3 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.23K+ 1.62% |
$106K - $106K
|
77.2K
$6.33M
|
|
Oct 29, 2021
Q3 2021
|
Archer Investment Corp
|
BUY
|
- |
1.16K+ 5272.73% |
$99.9K - $100K
|
1.18K
$97K
|
|
Oct 14, 2021
Q3 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1.16K+ 40.35% |
$99.9K - $100K
|
4.04K
$331K
|
|
Nov 15, 2021
Q3 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.14K+ 4.57% |
$98.1K - $98.3K
|
26.1K
$2.14M
|
|
Nov 12, 2021
Q3 2021
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1.1K+ 7.62% |
$94.7K - $94.9K
|
15.5K
$1.27M
|
|
Oct 14, 2021
Q3 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.01K+ 2.37% |
$87.2K - $87.4K
|
43.8K
$3.6M
|
|
Oct 15, 2021
Q3 2021
|
Bartlett & Co. LLC
|
BUY
|
- |
1K+ 53.33% |
$86.1K - $86.3K
|
2.88K
$236K
|
|
Feb 13, 2024
Q3 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1K+ 53.33% |
$86.1K - $86.3K
|
2.88K
$236K
|
|
Dec 10, 2021
Q3 2021
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
943+ 8.95% |
$81.2K - $81.4K
|
11.5K
$942K
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
908+ 1.89% |
$78.2K - $78.4K
|
49K
$4.02M
|
|
Oct 06, 2021
Q3 2021
|
Hemington Wealth Management
|
BUY
|
- |
887+ 12.69% |
$76.4K - $76.6K
|
7.88K
$646K
|
|
Oct 13, 2021
Q3 2021
|
Mc Collum Christoferson Group LLC
Amherst, NY |
BUY
|
- |
875+ 2.6% |
$75.3K - $75.5K
|
34.5K
$2.83M
|
|
Nov 01, 2021
Q3 2021
|
Sage Mountain Advisors LLC
|
BUY
|
- |
874New |
$75.2K - $75.4K
|
874
$71.7K
|
|
Oct 18, 2021
Q3 2021
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
840+ 29.02% |
$72.3K - $72.5K
|
3.74K
$306K
|
|
Oct 14, 2021
Q3 2021
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
806+ 4.19% |
$69.4K - $69.6K
|
20.1K
$1.65M
|