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
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
801+ 9.57% |
$69K - $69.1K
|
9.17K
$752K
|
|
Oct 06, 2021
Q3 2021
|
Martin Capital Partners, LLC
|
BUY
|
- |
798+ 1.92% |
$68.7K - $68.9K
|
42.3K
$3.47M
|
|
Nov 08, 2021
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
797+ 1.83% |
$68.6K - $68.8K
|
44.4K
$3.64M
|
|
Dec 13, 2023
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
797+ 1.83% |
$68.6K - $68.8K
|
44.4K
$3.64M
|
|
Nov 15, 2021
Q3 2021
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
790+ 11.7% |
$68K - $68.2K
|
7.54K
$619K
|
|
Oct 28, 2021
Q3 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
768+ 4.76% |
$66.1K - $66.3K
|
16.9K
$1.39M
|
|
Nov 09, 2021
Q3 2021
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
752+ 0.85% |
$64.7K - $64.9K
|
89.6K
$7.35M
|
|
Nov 12, 2021
Q3 2021
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
725+ 1.16% |
$62.4K - $62.6K
|
63.3K
$5.19M
|
|
Nov 15, 2021
Q3 2021
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
720+ 5.9% |
$62K - $62.1K
|
12.9K
$1.06M
|
|
Nov 15, 2021
Q3 2021
|
Icon Wealth Partners, LLC
|
BUY
|
- |
713+ 12.19% |
$61.4K - $61.5K
|
6.56K
$538K
|
|
Oct 26, 2021
Q3 2021
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
704New |
$60.6K - $60.8K
|
704
$57.7K
|
|
Oct 21, 2021
Q3 2021
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
700New |
$60.3K - $60.4K
|
700
$57.4K
|
|
Nov 05, 2021
Q3 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
699+ 13.54% |
$60.2K - $60.3K
|
5.86K
$481K
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
690+ 8.87% |
$59.4K - $59.6K
|
8.47K
$695K
|
|
Oct 08, 2021
Q3 2021
|
Hbw Advisory Services LLC
|
BUY
|
- |
669+ 8.17% |
$57.6K - $57.7K
|
8.86K
$727K
|
|
Oct 29, 2021
Q3 2021
|
Vontobel Holding Ltd.
|
BUY
|
- |
668+ 72.77% |
$57.5K - $57.7K
|
1.59K
$130K
|
|
Nov 10, 2021
Q3 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
655+ 0.73% |
$56.4K - $56.5K
|
90.3K
$7.41M
|
|
Oct 28, 2021
Q3 2021
|
M&T Bank Corp
|
BUY
|
- |
638+ 3.38% |
$54.9K - $55.1K
|
19.5K
$1.6M
|
|
Oct 18, 2021
Q3 2021
|
Gradient Investments LLC
|
BUY
|
- |
637+ 63700.0% |
$54.8K - $55K
|
638
$52.3K
|
|
Nov 15, 2021
Q3 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
629+ 3.34% |
$54.2K - $54.3K
|
19.5K
$1.6M
|
|
Nov 03, 2021
Q3 2021
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
629+ 1.32% |
$54.2K - $54.3K
|
48.4K
$3.97M
|
|
Oct 14, 2021
Q3 2021
|
Edgehill Endowment Partners, LLC
|
BUY
|
- |
615+ 0.04% |
$52.9K - $53.1K
|
1.38M
$113M
|
|
Oct 22, 2021
Q3 2021
|
Columbus Macro, LLC
|
BUY
|
- |
614+ 1.1% |
$52.9K - $53K
|
56.7K
$4.65M
|
|
Oct 19, 2021
Q3 2021
|
Alhambra Investment Partners LLC
|
BUY
|
- |
579+ 5.42% |
$49.8K - $50K
|
11.3K
$924K
|
|
Nov 12, 2021
Q3 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
578+ 0.53% |
$49.8K - $49.9K
|
110K
$9.02M
|
|
Nov 12, 2021
Q3 2021
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
576+ 5.39% |
$49.6K - $49.7K
|
11.3K
$924K
|
|
Oct 06, 2021
Q3 2021
|
Private Trust CO Na
|
BUY
|
- |
536+ 16.65% |
$46.1K - $46.3K
|
3.76K
$308K
|
|
Nov 09, 2021
Q3 2021
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
515+ 3.97% |
$44.3K - $44.4K
|
13.5K
$1.11M
|
|
Oct 25, 2021
Q3 2021
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
500+ 9.26% |
$43K - $43.2K
|
5.9K
$484K
|
|
Oct 07, 2021
Q3 2021
|
Pacifica Partners Inc.
|
BUY
|
- |
500+ 63.13% |
$43K - $43.2K
|
1.29K
$106K
|
|
Oct 19, 2021
Q3 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
481+ 6.04% |
$41.4K - $41.5K
|
8.44K
$693K
|
|
Oct 21, 2021
Q3 2021
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
471+ 8.94% |
$40.5K - $40.7K
|
5.74K
$471K
|
|
Nov 15, 2021
Q3 2021
|
Patten Group, Inc.
|
BUY
|
- |
465+ 12.4% |
$40K - $40.1K
|
4.22K
$346K
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
463+ 9.7% |
$39.9K - $40K
|
5.24K
$430K
|
|
Oct 22, 2021
Q3 2021
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
455+ 0.5% |
$39.2K - $39.3K
|
91.6K
$7.51M
|
|
Oct 12, 2021
Q3 2021
|
Webster Bank, N. A.
|
BUY
|
- |
448+ 44.09% |
$38.6K - $38.7K
|
1.46K
$120K
|
|
Oct 19, 2021
Q3 2021
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
444+ 2.59% |
$38.2K - $38.3K
|
17.6K
$1.44M
|
|
Oct 13, 2021
Q3 2021
|
Wiser Wealth Management, Inc
|
BUY
|
- |
422+ 13.91% |
$36.3K - $36.4K
|
3.46K
$283K
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
404+ 0.51% |
$34.8K - $34.9K
|
79.8K
$6.55M
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
398+ 1.59% |
$34.3K - $34.4K
|
25.5K
$2.09M
|
|
Oct 21, 2021
Q3 2021
|
Defined Wealth Management, LLC
|
BUY
|
- |
371+ 6.7% |
$31.9K - $32K
|
5.91K
$485K
|
|
Nov 12, 2021
Q3 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
365+ 4.04% |
$31.4K - $31.5K
|
9.4K
$771K
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
355+ 1.83% |
$30.6K - $30.6K
|
19.7K
$1.62M
|
|
Nov 16, 2021
Q3 2021
|
Sadoff Investment Management LLC
|
BUY
|
- |
346+ 8.99% |
$29.8K - $29.9K
|
4.19K
$344K
|
|
Oct 22, 2021
Q3 2021
|
Tompkins Financial Corp
|
BUY
|
- |
334+ 3.65% |
$28.8K - $28.8K
|
9.5K
$779K
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
325+ 3.47% |
$28K - $28.1K
|
9.7K
$796K
|
|
Nov 16, 2021
Q3 2021
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
321+ 0.82% |
$27.6K - $27.7K
|
39.4K
$3.23M
|
|
Nov 09, 2021
Q3 2021
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
320+ 0.66% |
$27.5K - $27.6K
|
48.9K
$4.01M
|
|
Nov 02, 2021
Q3 2021
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
310+ 6.98% |
$26.7K - $26.8K
|
4.75K
$390K
|
|
Oct 18, 2021
Q3 2021
|
Annex Advisory Services, LLC
|
BUY
|
- |
302+ 5.61% |
$26K - $26.1K
|
5.69K
$467K
|