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 05, 2021
Q3 2021
|
Spc Financial, Inc.
|
BUY
|
- |
293+ 5.12% |
$25.2K - $25.3K
|
6.02K
$494K
|
|
Nov 09, 2021
Q3 2021
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
260+ 2.27% |
$22.4K - $22.4K
|
11.7K
$962K
|
|
Oct 25, 2021
Q3 2021
|
Krilogy Financial LLC
|
BUY
|
- |
243+ 4.23% |
$20.9K - $21K
|
5.99K
$491K
|
|
Nov 12, 2021
Q3 2021
|
Wms Partners, LLC
|
BUY
|
- |
230+ 8.14% |
$19.8K - $19.9K
|
3.06K
$251K
|
|
Oct 28, 2021
Q3 2021
|
180 Wealth Advisors, LLC
|
BUY
|
- |
221+ 1.92% |
$19K - $19.1K
|
11.8K
$965K
|
|
Oct 29, 2021
Q3 2021
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
213+ 0.94% |
$18.3K - $18.4K
|
23K
$1.88M
|
|
Aug 13, 2024
Q3 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
202+ 0.92% |
$17.4K - $17.4K
|
22.2K
$1.82M
|
|
Oct 14, 2021
Q3 2021
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
200+ 1.25% |
$17.2K - $17.3K
|
16.3K
$1.33M
|
|
Oct 20, 2021
Q3 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
193New |
$16.6K - $16.7K
|
193
$15.8K
|
|
Nov 15, 2021
Q3 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
183+ 50.69% |
$15.8K - $15.8K
|
544
$44.6K
|
|
Nov 12, 2021
Q3 2021
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
180New |
$15.5K - $15.5K
|
180
$14.8K
|
|
Nov 12, 2021
Q3 2021
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
179+ 3.38% |
$15.4K - $15.4K
|
5.48K
$450K
|
|
Nov 01, 2021
Q3 2021
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
178New |
$15.3K - $15.4K
|
178
$14.6K
|
|
Oct 28, 2021
Q3 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
175+ 7.0% |
$15.1K - $15.1K
|
2.68K
$219K
|
|
Nov 15, 2021
Q3 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
170+ 0.21% |
$14.6K - $14.7K
|
80.9K
$6.64M
|
|
Nov 03, 2021
Q3 2021
|
Herold Advisors, Inc.
|
BUY
|
- |
165New |
$14.2K - $14.2K
|
165
$13.5K
|
|
Nov 12, 2021
Q3 2021
|
Coldstream Capital Management Inc
|
BUY
|
- |
156+ 0.22% |
$13.4K - $13.5K
|
71.4K
$5.85M
|
|
Nov 15, 2021
Q3 2021
|
First Manhattan CO
New York, NY |
BUY
|
- |
155New |
$13.3K - $13.4K
|
155
$12.7K
|
|
Nov 09, 2021
Q3 2021
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
147New |
$12.7K - $12.7K
|
147
$12.1K
|
|
Nov 10, 2021
Q3 2021
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
140+ 0.27% |
$12.1K - $12.1K
|
52.4K
$4.3M
|
|
Oct 25, 2021
Q3 2021
|
Capital Investment Counsel, Inc
|
BUY
|
- |
114New |
$9.81K - $9.84K
|
114
$9.35K
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
112+ 0.57% |
$9.64K - $9.67K
|
19.9K
$1.63M
|
|
Nov 03, 2021
Q3 2021
|
Bison Wealth, LLC
|
BUY
|
- |
112+ 30.27% |
$9.64K - $9.67K
|
482
$39.5K
|
|
Nov 08, 2021
Q3 2021
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
103+ 14.53% |
$8.87K - $8.89K
|
812
$66.6K
|
|
Nov 15, 2021
Q3 2021
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
100+ 1.21% |
$8.61K - $8.63K
|
8.39K
$689K
|
|
Oct 25, 2021
Q3 2021
|
Centerpoint Advisors, LLC
|
BUY
|
- |
95+ 16.21% |
$8.18K - $8.2K
|
681
$55.9K
|
|
Nov 09, 2021
Q3 2021
|
Private Ocean, LLC
|
BUY
|
- |
89New |
$7.66K - $7.68K
|
89
$7.3K
|
|
Nov 15, 2021
Q3 2021
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
71New |
$6.11K - $6.13K
|
71
$5.82K
|
|
Nov 12, 2021
Q3 2021
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
65+ 0.45% |
$5.6K - $5.61K
|
14.7K
$1.2M
|
|
Nov 15, 2021
Q3 2021
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
64New |
$5.51K - $5.52K
|
64
$5.25K
|
|
Nov 18, 2021
Q3 2021
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
44+ 0.36% |
$3.79K - $3.8K
|
12.4K
$1.02M
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
33+ 6.59% |
$2.84K - $2.85K
|
534
$43.8K
|
|
Nov 01, 2021
Q3 2021
|
Wealthpoint, LLC
|
BUY
|
- |
30+ 0.79% |
$2.58K - $2.59K
|
3.82K
$314K
|
|
Nov 10, 2021
Q3 2021
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
27+ 1.03% |
$2.32K - $2.33K
|
2.65K
$217K
|
|
Oct 26, 2021
Q3 2021
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
27+ 0.03% |
$2.32K - $2.33K
|
102K
$8.34M
|
|
Oct 28, 2021
Q3 2021
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
26+ 0.09% |
$2.24K - $2.24K
|
28.6K
$2.34M
|
|
Oct 12, 2021
Q3 2021
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
25+ 15.72% |
$2.15K - $2.16K
|
184
$15.1K
|
|
Nov 12, 2021
Q3 2021
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
24+ 0.68% |
$2.07K - $2.07K
|
3.54K
$290K
|
|
Nov 05, 2021
Q3 2021
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
18+ 0.72% |
$1.55K - $1.55K
|
2.52K
$207K
|
|
Oct 22, 2021
Q3 2021
|
Optimum Investment Advisors
|
BUY
|
- |
17+ 0.15% |
$1.46K - $1.47K
|
11.6K
$950K
|
|
Nov 18, 2021
Q3 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
14New |
$1.21K - $1.21K
|
14
$1.15K
|
|
Nov 15, 2021
Q3 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
12+ 0.49% |
$1.03K - $1.04K
|
2.45K
$201K
|
|
Nov 09, 2021
Q3 2021
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
10+ 0.01% |
$861 - $863
|
70.1K
$5.75M
|
|
Oct 15, 2021
Q3 2021
|
City Holding CO
|
BUY
|
- |
10New |
$861 - $863
|
10
$820
|
|
Nov 12, 2021
Q3 2021
|
Bellwether Advisors, LLC
|
BUY
|
- |
10+ 1.16% |
$861 - $863
|
872
$71.5K
|
|
Nov 04, 2021
Q3 2021
|
Barnett & Company, Inc.
|
BUY
|
- |
9New |
$775 - $777
|
9
$738
|
|
Oct 29, 2021
Q3 2021
|
Live Oak Private Wealth LLC
|
BUY
|
- |
8+ 0.02% |
$689 - $690
|
51.2K
$4.2M
|
|
Oct 15, 2021
Q3 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
8+ 4.57% |
$689 - $690
|
183
$15K
|
|
Nov 01, 2021
Q3 2021
|
Ballast Advisors LLC
|
BUY
|
- |
7+ 0.02% |
$603 - $604
|
30.9K
$2.53M
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
4New |
$344 - $345
|
4
$328
|