Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2022
Q4 2021
|
Smith Anglin Financial, LLC
|
BUY
|
- |
2+ 0.08% |
$171 - $172
|
2.39K
$196K
|
|
|
Aug 13, 2024
Q4 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
2+ 0.01% |
$171 - $172
|
22.2K
$1.82M
|
|
|
Jan 19, 2022
Q4 2021
|
Evanson Asset Management, LLC
|
BUY
|
- |
2+ 0.04% |
$171 - $172
|
5.33K
$437K
|
|
|
Jan 31, 2022
Q4 2021
|
Annex Advisory Services, LLC
|
BUY
|
- |
2+ 0.04% |
$171 - $172
|
5.69K
$467K
|
|
|
Feb 04, 2022
Q4 2021
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
2+ 0.05% |
$171 - $172
|
4.22K
$346K
|
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
1+ 0.19% |
$85.5 - $86.2
|
515
$42.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
1+ 0.1% |
$85.5 - $86.2
|
1K
$82K
|
|
|
Feb 03, 2022
Q4 2021
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
1+ 0.7% |
$85.5 - $86.2
|
144
$11.8K
|
|
|
Jan 31, 2022
Q4 2021
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$85.5 - $86.2
|
2.34K
$192K
|
|
|
Feb 11, 2022
Q4 2021
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1+ 0.01% |
$85.5 - $86.2
|
7.9K
$648K
|
|
|
Jan 25, 2022
Q4 2021
|
Private Ocean, LLC
|
SELL
|
- |
-1- 1.12% |
$85.5 - $86.2
|
88
$7.22K
|
|
|
Jan 24, 2022
Q4 2021
|
Ellevest, Inc.
|
SELL
|
- |
-2Closed |
$171 - $172
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-2Closed |
$171 - $172
|
0
$0
|
|
|
Mar 15, 2022
Q4 2021
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-2- 0.01% |
$171 - $172
|
34.3K
$2.81M
|
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-4- 0.91% |
$342 - $345
|
434
$35.6K
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-4Closed |
$342 - $345
|
0
$0
|
|
|
Dec 19, 2023
Q4 2021
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-6- 13.33% |
$513 - $517
|
39
$3.2K
|
|
|
Jan 03, 2022
Q4 2021
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-9- 0.12% |
$770 - $776
|
7.58K
$622K
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
SELL
|
- |
-9- 0.15% |
$770 - $776
|
6.18K
$507K
|
|
|
Mar 11, 2022
Q4 2021
|
City Holding CO
|
SELL
|
- |
-10Closed |
$855 - $862
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-12- 0.34% |
$1.03K - $1.03K
|
3.53K
$290K
|
|
|
Mar 14, 2023
Q4 2021
|
Private Portfolio Partners LLC
|
SELL
|
- |
-14- 0.53% |
$1.2K - $1.21K
|
2.61K
$214K
|
|
|
Feb 09, 2022
Q4 2021
|
Washington Trust CO
|
SELL
|
- |
-14Closed |
$1.2K - $1.21K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Private Portfolio Partners LLC
|
SELL
|
- |
-15- 0.57% |
$1.28K - $1.29K
|
2.61K
$214K
|
|
|
Jan 19, 2022
Q4 2021
|
Wt Wealth Management
|
SELL
|
- |
-15- 0.12% |
$1.28K - $1.29K
|
12.1K
$990K
|
|
|
Jan 31, 2022
Q4 2021
|
Spc Financial, Inc.
|
SELL
|
- |
-15- 0.25% |
$1.28K - $1.29K
|
6K
$492K
|
|
|
Feb 11, 2022
Q4 2021
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-18- 0.16% |
$1.54K - $1.55K
|
11.2K
$923K
|
|
|
Feb 11, 2022
Q4 2021
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-21- 0.18% |
$1.8K - $1.81K
|
11.7K
$960K
|
|
|
Feb 11, 2022
Q4 2021
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-23- 0.04% |
$1.97K - $1.98K
|
57.8K
$4.74M
|
|
|
Jan 11, 2022
Q4 2021
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-25- 13.59% |
$2.14K - $2.15K
|
159
$13K
|
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-25- 0.43% |
$2.14K - $2.15K
|
5.84K
$479K
|
|
|
Feb 10, 2022
Q4 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-37- 16.74% |
$3.16K - $3.19K
|
184
$15.1K
|
|
|
Jan 24, 2022
Q4 2021
|
Clear Investment Research, LLC
|
SELL
|
- |
-38Closed |
$3.25K - $3.27K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-40- 0.39% |
$3.42K - $3.45K
|
10.2K
$837K
|
|
|
Feb 09, 2022
Q4 2021
|
Horan Securities, Inc.
|
SELL
|
- |
-40- 1.44% |
$3.42K - $3.45K
|
2.74K
$224K
|
|
|
Feb 14, 2022
Q4 2021
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-45- 0.71% |
$3.85K - $3.88K
|
6.33K
$519K
|
|
|
Jan 19, 2022
Q4 2021
|
Time Scale Financial, Inc.
|
SELL
|
- |
-46Closed |
$3.93K - $3.96K
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-47Closed |
$4.02K - $4.05K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-49- 0.18% |
$4.19K - $4.22K
|
27.7K
$2.27M
|
|
|
Feb 01, 2022
Q4 2021
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-49- 0.4% |
$4.19K - $4.22K
|
12.3K
$1.01M
|
|
|
Jan 26, 2022
Q4 2021
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-50- 0.31% |
$4.28K - $4.31K
|
16.2K
$1.33M
|
|
|
Jan 24, 2022
Q4 2021
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-50- 0.12% |
$4.28K - $4.31K
|
42.8K
$3.51M
|
|
|
Feb 03, 2022
Q4 2021
|
Spectrum Management Group, LLC
|
SELL
|
- |
-53- 2.22% |
$4.53K - $4.57K
|
2.33K
$191K
|
|
|
Feb 07, 2022
Q4 2021
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-54- 0.68% |
$4.62K - $4.65K
|
7.84K
$643K
|
|
|
Feb 09, 2022
Q4 2021
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-55- 0.47% |
$4.7K - $4.74K
|
11.5K
$945K
|
|
|
Jan 24, 2022
Q4 2021
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-59- 1.33% |
$5.04K - $5.08K
|
4.36K
$358K
|
|
|
Jan 20, 2022
Q4 2021
|
Patten Group, Inc.
|
SELL
|
- |
-59- 1.4% |
$5.04K - $5.08K
|
4.16K
$341K
|
|
|
Feb 08, 2022
Q4 2021
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-60- 0.23% |
$5.13K - $5.17K
|
26K
$2.13M
|
|
|
Feb 07, 2022
Q4 2021
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-67Closed |
$5.73K - $5.77K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-71Closed |
$6.07K - $6.12K
|
0
$0
|