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 12, 2021
Q3 2021
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
3+ 0.09% |
$258 - $259
|
3.52K
$289K
|
|
|
Nov 04, 2021
Q3 2021
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
3New |
$258 - $259
|
3
$246
|
|
|
Oct 12, 2021
Q3 2021
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
3+ 0.03% |
$258 - $259
|
11.7K
$963K
|
|
|
Oct 13, 2021
Q3 2021
|
Sl Advisors, LLC
|
BUY
|
- |
2+ 0.02% |
$172 - $173
|
8.25K
$677K
|
|
|
Oct 19, 2021
Q3 2021
|
Ellevest, Inc.
|
BUY
|
- |
2New |
$172 - $173
|
2
$164
|
|
|
Nov 12, 2021
Q3 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
2New |
$172 - $173
|
2
$164
|
|
|
Nov 02, 2021
Q3 2021
|
Blue Chip Partners, Inc.
|
BUY
|
- |
2+ 0.05% |
$172 - $173
|
4.02K
$330K
|
|
|
Oct 13, 2021
Q3 2021
|
Evanson Asset Management, LLC
|
BUY
|
- |
1+ 0.02% |
$86.1 - $86.3
|
5.33K
$437K
|
|
|
Nov 08, 2021
Q3 2021
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
1+ 0.02% |
$86.1 - $86.3
|
4.22K
$346K
|
|
|
Oct 20, 2021
Q3 2021
|
Smith Anglin Financial, LLC
|
BUY
|
- |
1+ 0.04% |
$86.1 - $86.3
|
2.38K
$196K
|
|
|
Oct 12, 2021
Q3 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.05% |
$86.1 - $86.3
|
1.94K
$159K
|
|
|
Oct 26, 2021
Q3 2021
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$86.1 - $86.3
|
3.68K
$302K
|
|
|
Oct 18, 2021
Q3 2021
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-2- 0.01% |
$172 - $173
|
16.2K
$1.33M
|
|
|
Nov 01, 2021
Q3 2021
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-5- 0.02% |
$430 - $432
|
30.8K
$2.53M
|
|
|
Oct 21, 2021
Q3 2021
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-5- 0.09% |
$430 - $432
|
5.57K
$457K
|
|
|
Nov 15, 2021
Q3 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-11- 0.43% |
$947 - $949
|
2.54K
$209K
|
|
|
Nov 10, 2021
Q3 2021
|
Valley National Advisers Inc
|
SELL
|
- |
-12- 0.99% |
$1.03K - $1.04K
|
1.2K
$98.4K
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-12- 4.6% |
$1.03K - $1.04K
|
249
$20.4K
|
|
|
Oct 18, 2021
Q3 2021
|
First Financial Corp
|
SELL
|
- |
-13Closed |
$1.12K - $1.12K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-14- 0.18% |
$1.21K - $1.21K
|
7.86K
$644K
|
|
|
Nov 12, 2021
Q3 2021
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-14- 3.1% |
$1.21K - $1.21K
|
438
$35.9K
|
|
|
Nov 12, 2021
Q3 2021
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-15- 0.94% |
$1.29K - $1.29K
|
1.57K
$129K
|
|
|
Oct 25, 2021
Q3 2021
|
Rockland Trust CO
|
SELL
|
- |
-18- 0.16% |
$1.55K - $1.55K
|
11.1K
$909K
|
|
|
Oct 27, 2021
Q3 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-19Closed |
$1.64K - $1.64K
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Truepoint, Inc.
|
SELL
|
- |
-22- 0.09% |
$1.89K - $1.9K
|
25.4K
$2.08M
|
|
|
Oct 28, 2021
Q3 2021
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-23- 0.18% |
$1.98K - $1.99K
|
12.6K
$1.03M
|
|
|
Nov 10, 2021
Q3 2021
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-23- 0.33% |
$1.98K - $1.99K
|
6.94K
$570K
|
|
|
Oct 25, 2021
Q3 2021
|
True Wealth Advisors, LLC
|
SELL
|
- |
-24- 0.7% |
$2.07K - $2.07K
|
3.42K
$281K
|
|
|
Nov 12, 2021
Q3 2021
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-30- 0.38% |
$2.58K - $2.59K
|
7.9K
$648K
|
|
|
Oct 29, 2021
Q3 2021
|
Good Life Advisors, LLC
|
SELL
|
- |
-42- 0.78% |
$3.62K - $3.63K
|
5.36K
$440K
|
|
|
Oct 15, 2021
Q3 2021
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-44- 1.23% |
$3.79K - $3.8K
|
3.55K
$291K
|
|
|
Nov 12, 2021
Q3 2021
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-45- 0.89% |
$3.87K - $3.88K
|
5K
$410K
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-47- 0.59% |
$4.05K - $4.06K
|
7.92K
$649K
|
|
|
Nov 04, 2021
Q3 2021
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-48- 0.6% |
$4.13K - $4.14K
|
8.02K
$658K
|
|
|
Oct 13, 2021
Q3 2021
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-55- 1.15% |
$4.73K - $4.75K
|
4.71K
$387K
|
|
|
Nov 12, 2021
Q3 2021
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-56- 2.0% |
$4.82K - $4.83K
|
2.75K
$225K
|
|
|
Nov 10, 2021
Q3 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-56- 94.92% |
$4.82K - $4.83K
|
3
$246
|
|
|
Oct 08, 2021
Q3 2021
|
F Dx Advisors, Inc.
|
SELL
|
- |
-58- 0.91% |
$4.99K - $5.01K
|
6.29K
$516K
|
|
|
Nov 04, 2021
Q3 2021
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-58- 2.97% |
$4.99K - $5.01K
|
1.9K
$156K
|
|
|
Nov 10, 2021
Q3 2021
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-59- 1.16% |
$5.08K - $5.09K
|
5.01K
$411K
|
|
|
Nov 15, 2021
Q3 2021
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-61Closed |
$5.25K - $5.26K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Cambiar Investors LLC
|
SELL
|
- |
-71- 0.08% |
$6.11K - $6.13K
|
87.8K
$7.21M
|
|
|
Nov 12, 2021
Q3 2021
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-72Closed |
$6.2K - $6.21K
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Prairie View Partners, LLC
|
SELL
|
- |
-75- 1.3% |
$6.46K - $6.47K
|
5.71K
$469K
|
|
|
Nov 15, 2021
Q3 2021
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-77- 0.34% |
$6.63K - $6.65K
|
22.7K
$1.86M
|
|
|
Oct 29, 2021
Q3 2021
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-85- 3.05% |
$7.32K - $7.34K
|
2.7K
$221K
|
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-99- 14.49% |
$8.52K - $8.54K
|
584
$47.9K
|
|
|
Oct 14, 2021
Q3 2021
|
Successful Portfolios LLC
|
SELL
|
- |
-100- 2.0% |
$8.61K - $8.63K
|
4.89K
$401K
|
|
|
Nov 08, 2021
Q3 2021
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-103- 1.87% |
$8.87K - $8.89K
|
5.4K
$443K
|
|
|
Nov 15, 2021
Q3 2021
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-112- 0.89% |
$9.64K - $9.67K
|
12.4K
$1.02M
|