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 19, 2022
Q4 2021
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-86- 1.91% |
$7.35K - $7.41K
|
4.42K
$363K
|
|
Feb 14, 2022
Q4 2021
|
Ade, LLC
|
SELL
|
- |
-88Closed |
$7.52K - $7.58K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-95Closed |
$8.12K - $8.19K
|
0
$0
|
|
Jan 18, 2022
Q4 2021
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-97- 1.69% |
$8.29K - $8.36K
|
5.64K
$463K
|
|
Jan 13, 2022
Q4 2021
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-103- 5.3% |
$8.81K - $8.88K
|
1.84K
$151K
|
|
Feb 11, 2022
Q4 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-103- 2.87% |
$8.81K - $8.88K
|
3.48K
$286K
|
|
Feb 14, 2022
Q4 2021
|
Better Money Decisions, LLC
|
SELL
|
- |
-111Closed |
$9.49K - $9.57K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-113- 1.38% |
$9.66K - $9.74K
|
8.08K
$662K
|
|
Feb 02, 2022
Q4 2021
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-114Closed |
$9.75K - $9.82K
|
0
$0
|
|
Feb 04, 2022
Q4 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-115- 4.01% |
$9.83K - $9.91K
|
2.76K
$226K
|
|
Feb 11, 2022
Q4 2021
|
Valley National Advisers Inc
|
SELL
|
- |
-120- 10.0% |
$10.3K - $10.3K
|
1.08K
$88.6K
|
|
Jan 31, 2022
Q4 2021
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-125- 8.93% |
$10.7K - $10.8K
|
1.28K
$105K
|
|
May 10, 2024
Q4 2021
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-125- 5.0% |
$10.7K - $10.8K
|
2.38K
$195K
|
|
Feb 14, 2022
Q4 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-131- 4.78% |
$11.2K - $11.3K
|
2.61K
$214K
|
|
Feb 11, 2022
Q4 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-139- 1.39% |
$11.9K - $12K
|
9.9K
$812K
|
|
Jan 28, 2022
Q4 2021
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-147Closed |
$12.6K - $12.7K
|
0
$0
|
|
Jan 27, 2022
Q4 2021
|
Krilogy Financial LLC
|
SELL
|
- |
-148- 2.47% |
$12.7K - $12.8K
|
5.84K
$479K
|
|
Feb 10, 2022
Q4 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-150- 1.6% |
$12.8K - $12.9K
|
9.25K
$759K
|
|
Feb 14, 2022
Q4 2021
|
First Manhattan CO
New York, NY |
SELL
|
- |
-154- 99.35% |
$13.2K - $13.3K
|
1
$82
|
|
Jan 18, 2022
Q4 2021
|
Wc Walker & Associates, Inc.
|
SELL
|
- |
-155- 2.73% |
$13.3K - $13.4K
|
5.52K
$453K
|
|
Jan 26, 2022
Q4 2021
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-156- 1.33% |
$13.3K - $13.4K
|
11.6K
$952K
|
|
Jan 20, 2022
Q4 2021
|
Herold Advisors, Inc.
|
SELL
|
- |
-165Closed |
$14.1K - $14.2K
|
0
$0
|
|
Jan 10, 2022
Q4 2021
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-165- 0.76% |
$14.1K - $14.2K
|
21.4K
$1.76M
|
|
Jan 19, 2022
Q4 2021
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-168- 3.54% |
$14.4K - $14.5K
|
4.58K
$376K
|
|
Feb 11, 2022
Q4 2021
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-174- 1.78% |
$14.9K - $15K
|
9.59K
$787K
|
|
Feb 07, 2022
Q4 2021
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-175- 9.23% |
$15K - $15.1K
|
1.72K
$141K
|
|
Feb 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-175- 3.61% |
$15K - $15.1K
|
4.67K
$383K
|
|
Jan 27, 2022
Q4 2021
|
Wiser Wealth Management, Inc
|
SELL
|
- |
-176- 5.09% |
$15K - $15.2K
|
3.28K
$269K
|
|
Feb 11, 2022
Q4 2021
|
Triumph Capital Management
|
SELL
|
- |
-178- 3.26% |
$15.2K - $15.3K
|
5.29K
$434K
|
|
Feb 10, 2022
Q4 2021
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-180Closed |
$15.4K - $15.5K
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-185- 6.87% |
$15.8K - $15.9K
|
2.51K
$206K
|
|
Feb 07, 2022
Q4 2021
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-188- 0.8% |
$16.1K - $16.2K
|
23.4K
$1.92M
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-193Closed |
$16.5K - $16.6K
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-196- 40.66% |
$16.8K - $16.9K
|
286
$23.5K
|
|
Jan 26, 2022
Q4 2021
|
Mechanics Bank Trust Department
|
SELL
|
- |
-200- 4.07% |
$17.1K - $17.2K
|
4.71K
$386K
|
|
Feb 02, 2022
Q4 2021
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-205- 3.7% |
$17.5K - $17.7K
|
5.33K
$437K
|
|
Feb 14, 2022
Q4 2021
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-210- 1.2% |
$18K - $18.1K
|
17.3K
$1.42M
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-215- 5.33% |
$18.4K - $18.5K
|
3.82K
$313K
|
|
Jan 31, 2022
Q4 2021
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-221- 0.49% |
$18.9K - $19K
|
45.3K
$3.72M
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-236- 2.05% |
$20.2K - $20.3K
|
11.3K
$923K
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-239- 3.31% |
$20.4K - $20.6K
|
6.98K
$572K
|
|
Jan 27, 2022
Q4 2021
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-240- 6.51% |
$20.5K - $20.7K
|
3.45K
$283K
|
|
Feb 01, 2022
Q4 2021
|
Danda Trouve Investment Management, Inc.
|
SELL
|
- |
-248- 4.6% |
$21.2K - $21.4K
|
5.14K
$422K
|
|
Jan 10, 2022
Q4 2021
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-250- 9.46% |
$21.4K - $21.5K
|
2.39K
$196K
|
|
Feb 11, 2022
Q4 2021
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-274- 3.31% |
$23.4K - $23.6K
|
8.01K
$657K
|
|
Feb 14, 2022
Q4 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-282- 10.53% |
$24.1K - $24.3K
|
2.4K
$197K
|
|
Feb 04, 2022
Q4 2021
|
Ballast Advisors LLC
|
SELL
|
- |
-286- 0.93% |
$24.5K - $24.6K
|
30.6K
$2.51M
|
|
Feb 10, 2022
Q4 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-286- 5.11% |
$24.5K - $24.6K
|
5.31K
$436K
|
|
Feb 02, 2022
Q4 2021
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-292- 4.51% |
$25K - $25.2K
|
6.18K
$507K
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-298- 50.94% |
$25.5K - $25.7K
|
287
$23.5K
|