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
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-116- 4.72% |
$9.99K - $10K
|
2.34K
$192K
|
|
Nov 10, 2021
Q3 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-116- 10.4% |
$9.99K - $10K
|
999
$81.9K
|
|
Nov 10, 2021
Q3 2021
|
Jnba Financial Advisors
|
SELL
|
- |
-118Closed |
$10.2K - $10.2K
|
0
$0
|
|
Oct 26, 2021
Q3 2021
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-120- 4.49% |
$10.3K - $10.4K
|
2.55K
$209K
|
|
Oct 12, 2021
Q3 2021
|
Renasant Bank
|
SELL
|
- |
-121- 1.12% |
$10.4K - $10.4K
|
10.7K
$874K
|
|
Oct 26, 2021
Q3 2021
|
Country Trust Bank
|
SELL
|
- |
-122Closed |
$10.5K - $10.5K
|
0
$0
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-127- 0.09% |
$10.9K - $11K
|
138K
$11.3M
|
|
Nov 12, 2021
Q3 2021
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-130Closed |
$11.2K - $11.2K
|
0
$0
|
|
Oct 29, 2021
Q3 2021
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-131- 62.38% |
$11.3K - $11.3K
|
79
$6.48K
|
|
Nov 15, 2021
Q3 2021
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-134- 2.05% |
$11.5K - $11.6K
|
6.4K
$525K
|
|
Nov 09, 2021
Q3 2021
|
Bank Of The West
|
SELL
|
- |
-135- 3.78% |
$11.6K - $11.7K
|
3.44K
$282K
|
|
Oct 29, 2021
Q3 2021
|
Kingfisher Capital LLC
|
SELL
|
- |
-135- 0.98% |
$11.6K - $11.7K
|
13.7K
$1.12M
|
|
Oct 25, 2021
Q3 2021
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-136- 2.09% |
$11.7K - $11.7K
|
6.37K
$523K
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-140- 1.72% |
$12.1K - $12.1K
|
8.02K
$658K
|
|
Oct 27, 2021
Q3 2021
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-140Closed |
$12.1K - $12.1K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-142Closed |
$12.2K - $12.3K
|
0
$0
|
|
Nov 02, 2021
Q3 2021
|
Burleson & Company, LLC
|
SELL
|
- |
-149- 12.79% |
$12.8K - $12.9K
|
1.02K
$83.3K
|
|
Oct 13, 2021
Q3 2021
|
Gibraltar Capital Management, Inc.
|
SELL
|
- |
-150- 1.75% |
$12.9K - $12.9K
|
8.4K
$689K
|
|
Oct 27, 2021
Q3 2021
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-151Closed |
$13K - $13K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-155- 0.32% |
$13.3K - $13.4K
|
48.4K
$3.97M
|
|
Nov 12, 2021
Q3 2021
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-158- 3.57% |
$13.6K - $13.6K
|
4.27K
$350K
|
|
Nov 05, 2021
Q3 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-159- 2.76% |
$13.7K - $13.7K
|
5.6K
$459K
|
|
Nov 15, 2021
Q3 2021
|
Phoenix Wealth Advisors
|
SELL
|
- |
-162Closed |
$13.9K - $14K
|
0
$0
|
|
Oct 21, 2021
Q3 2021
|
Jag Capital Management, LLC
|
SELL
|
- |
-174- 3.08% |
$15K - $15K
|
5.48K
$449K
|
|
Nov 12, 2021
Q3 2021
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-175- 2.9% |
$15.1K - $15.1K
|
5.87K
$481K
|
|
Nov 16, 2021
Q3 2021
|
Retirement Group, LLC
|
SELL
|
- |
-184- 3.48% |
$15.8K - $15.9K
|
5.1K
$418K
|
|
Oct 18, 2021
Q3 2021
|
De Dora Capital, Inc.
|
SELL
|
- |
-190- 1.98% |
$16.4K - $16.4K
|
9.42K
$773K
|
|
Oct 20, 2021
Q3 2021
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-199- 4.31% |
$17.1K - $17.2K
|
4.42K
$363K
|
|
Oct 26, 2021
Q3 2021
|
Cutler Group LP
|
SELL
|
- |
-200- 20.83% |
$17.2K - $17.3K
|
760
$62.3K
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-200- 11.96% |
$17.2K - $17.3K
|
1.47K
$121K
|
|
Nov 12, 2021
Q3 2021
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-200- 0.5% |
$17.2K - $17.3K
|
39.9K
$3.28M
|
|
Nov 12, 2021
Q3 2021
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-202- 1.39% |
$17.4K - $17.4K
|
14.3K
$1.17M
|
|
Oct 12, 2021
Q3 2021
|
Apexium Financial, LP
|
SELL
|
- |
-208- 1.09% |
$17.9K - $18K
|
18.8K
$1.54M
|
|
Oct 12, 2021
Q3 2021
|
Sound Income Strategies, LLC
|
SELL
|
- |
-213- 48.74% |
$18.3K - $18.4K
|
224
$18.4K
|
|
Nov 04, 2021
Q3 2021
|
Accel Wealth Management
|
SELL
|
- |
-216Closed |
$18.6K - $18.6K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Prospera Financial Services Inc
|
SELL
|
- |
-220- 1.18% |
$18.9K - $19K
|
18.5K
$1.51M
|
|
Oct 22, 2021
Q3 2021
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-226- 7.75% |
$19.5K - $19.5K
|
2.69K
$221K
|
|
Nov 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-236- 7.21% |
$20.3K - $20.4K
|
3.04K
$249K
|
|
Oct 22, 2021
Q3 2021
|
Family Firm, Inc.
|
SELL
|
- |
-238- 0.82% |
$20.5K - $20.5K
|
28.9K
$2.37M
|
|
Nov 09, 2021
Q3 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-247- 7.72% |
$21.3K - $21.3K
|
2.95K
$242K
|
|
Nov 08, 2021
Q3 2021
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-253- 0.36% |
$21.8K - $21.8K
|
70.1K
$5.75M
|
|
Oct 19, 2021
Q3 2021
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-258- 2.06% |
$22.2K - $22.3K
|
12.3K
$1.01M
|
|
Oct 26, 2021
Q3 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-270- 33.33% |
$23.2K - $23.3K
|
540
$44.3K
|
|
Nov 03, 2021
Q3 2021
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-280- 8.54% |
$24.1K - $24.2K
|
3K
$246K
|
|
Nov 16, 2021
Q3 2021
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-304- 5.78% |
$26.2K - $26.2K
|
4.96K
$407K
|
|
Nov 01, 2021
Q3 2021
|
Sfmg, LLC
|
SELL
|
- |
-326- 0.7% |
$28.1K - $28.1K
|
46.5K
$3.81M
|
|
Oct 13, 2021
Q3 2021
|
Capital Insight Partners, LLC
|
SELL
|
- |
-330- 2.94% |
$28.4K - $28.5K
|
10.9K
$893K
|
|
Nov 09, 2021
Q3 2021
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-331Closed |
$28.5K - $28.6K
|
0
$0
|
|
Oct 28, 2021
Q3 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-337- 6.26% |
$29K - $29.1K
|
5.05K
$414K
|
|
Nov 02, 2021
Q3 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-343- 2.82% |
$29.5K - $29.6K
|
11.8K
$968K
|