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 |
|---|---|---|---|---|---|---|---|
|
Feb 02, 2022
Q4 2021
|
True Wealth Advisors, LLC
|
SELL
|
- |
-300- 8.77% |
$25.7K - $25.9K
|
3.12K
$256K
|
|
|
Feb 11, 2022
Q4 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-304- 1.4% |
$26K - $26.2K
|
21.5K
$1.76M
|
|
|
Feb 09, 2022
Q4 2021
|
Mc Collum Christoferson Group LLC
Amherst, NY |
SELL
|
- |
-305- 0.88% |
$26.1K - $26.3K
|
34.2K
$2.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-321- 20.41% |
$27.4K - $27.7K
|
1.25K
$103K
|
|
|
Feb 14, 2022
Q4 2021
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-325- 7.26% |
$27.8K - $28K
|
4.15K
$340K
|
|
|
Feb 01, 2022
Q4 2021
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-350- 1.9% |
$29.9K - $30.2K
|
18.1K
$1.48M
|
|
|
Feb 10, 2022
Q4 2021
|
Davenport & CO LLC
|
SELL
|
- |
-380- 2.21% |
$32.5K - $32.7K
|
16.8K
$1.38M
|
|
|
Feb 03, 2022
Q4 2021
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-398- 7.37% |
$34K - $34.3K
|
5K
$410K
|
|
|
Feb 14, 2022
Q4 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-407- 3.45% |
$34.8K - $35.1K
|
11.4K
$935K
|
|
|
Feb 09, 2022
Q4 2021
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-421- 7.46% |
$36K - $36.3K
|
5.22K
$428K
|
|
|
Jan 28, 2022
Q4 2021
|
Bank Of The West
|
SELL
|
- |
-424- 12.33% |
$36.3K - $36.5K
|
3.02K
$247K
|
|
|
Feb 10, 2022
Q4 2021
|
Independent Wealth Network Inc.
|
SELL
|
- |
-442- 14.27% |
$37.8K - $38.1K
|
2.66K
$218K
|
|
|
Jan 21, 2022
Q4 2021
|
Gfs Advisors, LLC
|
SELL
|
- |
-445- 7.49% |
$38K - $38.4K
|
5.5K
$451K
|
|
|
Jan 21, 2022
Q4 2021
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-467- 4.15% |
$39.9K - $40.2K
|
10.8K
$886K
|
|
|
Feb 10, 2022
Q4 2021
|
Citizens Financial Group Inc
|
SELL
|
- |
-473- 2.1% |
$40.4K - $40.8K
|
22.1K
$1.81M
|
|
|
Feb 14, 2022
Q4 2021
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-484- 1.79% |
$41.4K - $41.7K
|
26.6K
$2.18M
|
|
|
Feb 14, 2022
Q4 2021
|
Sns Financial Group, LLC
|
SELL
|
- |
-492- 11.49% |
$42.1K - $42.4K
|
3.79K
$311K
|
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-501- 93.82% |
$42.8K - $43.2K
|
33
$2.71K
|
|
|
Feb 07, 2022
Q4 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-506- 6.98% |
$43.3K - $43.6K
|
6.75K
$553K
|
|
|
Jan 21, 2022
Q4 2021
|
Brave Asset Management Inc
|
SELL
|
- |
-522- 4.18% |
$44.6K - $45K
|
12K
$982K
|
|
|
Feb 14, 2022
Q4 2021
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-540- 55.61% |
$46.2K - $46.5K
|
431
$35.4K
|
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-540Closed |
$46.2K - $46.5K
|
0
$0
|
|
|
Jan 04, 2022
Q4 2021
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-564- 11.96% |
$48.2K - $48.6K
|
4.15K
$340K
|
|
|
Feb 07, 2022
Q4 2021
|
Keybank National Association
|
SELL
|
- |
-570- 0.11% |
$48.7K - $49.1K
|
529K
$43.4M
|
|
|
Jan 26, 2022
Q4 2021
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-571- 0.64% |
$48.8K - $49.2K
|
89K
$7.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-574- 4.62% |
$49.1K - $49.5K
|
11.8K
$971K
|
|
|
Feb 08, 2022
Q4 2021
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-582- 12.65% |
$49.8K - $50.2K
|
4.02K
$330K
|
|
|
Feb 11, 2022
Q4 2021
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-592- 1.48% |
$50.6K - $51K
|
39.3K
$3.23M
|
|
|
Feb 11, 2022
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-614- 7.41% |
$52.5K - $52.9K
|
7.67K
$629K
|
|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-614- 7.41% |
$52.5K - $52.9K
|
7.67K
$629K
|
|
|
Feb 03, 2022
Q4 2021
|
Brighton Jones LLC
|
SELL
|
- |
-614- 19.92% |
$52.5K - $52.9K
|
2.47K
$203K
|
|
|
Feb 14, 2022
Q4 2021
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-632Closed |
$54K - $54.5K
|
0
$0
|
|
|
Jan 12, 2022
Q4 2021
|
Gradient Investments LLC
|
SELL
|
- |
-633- 99.22% |
$54.1K - $54.6K
|
5
$410
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-694- 1.43% |
$59.3K - $59.8K
|
47.7K
$3.92M
|
|
|
Feb 01, 2022
Q4 2021
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-741- 0.13% |
$63.4K - $63.9K
|
588K
$48.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthpoint, LLC
|
SELL
|
- |
-749- 19.59% |
$64K - $64.5K
|
3.07K
$252K
|
|
|
Jan 28, 2022
Q4 2021
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-766- 3.57% |
$65.5K - $66K
|
20.7K
$1.7M
|
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-783Closed |
$66.9K - $67.5K
|
0
$0
|
|
|
Jan 13, 2022
Q4 2021
|
Hemington Wealth Management
|
SELL
|
- |
-786- 9.98% |
$67.2K - $67.7K
|
7.09K
$582K
|
|
|
Feb 10, 2022
Q4 2021
|
Comerica Securities,Inc.
|
SELL
|
- |
-802- 13.2% |
$68.6K - $69.1K
|
5.27K
$433K
|
|
|
Feb 22, 2022
Q4 2021
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-812Closed |
$69.4K - $70K
|
0
$0
|
|
|
Jan 13, 2022
Q4 2021
|
Innova Wealth Partners
|
SELL
|
- |
-830- 0.76% |
$71K - $71.5K
|
109K
$8.93M
|
|
|
Feb 11, 2022
Q4 2021
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-842- 2.31% |
$72K - $72.6K
|
35.6K
$2.92M
|
|
|
Feb 01, 2022
Q4 2021
|
F Dx Advisors, Inc.
|
SELL
|
- |
-845- 13.43% |
$72.2K - $72.8K
|
5.45K
$447K
|
|
|
Feb 02, 2022
Q4 2021
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-874Closed |
$74.7K - $75.3K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-893- 0.99% |
$76.4K - $77K
|
89.4K
$7.34M
|
|
|
Feb 01, 2022
Q4 2021
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-900- 2.81% |
$77K - $77.6K
|
31.2K
$2.56M
|
|
|
Feb 02, 2022
Q4 2021
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-905- 3.66% |
$77.4K - $78K
|
23.8K
$1.96M
|
|
|
Jan 12, 2022
Q4 2021
|
First Hawaiian Bank
|
SELL
|
- |
-933- 7.51% |
$79.8K - $80.4K
|
11.5K
$943K
|
|
|
Feb 08, 2022
Q4 2021
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-934- 1.82% |
$79.9K - $80.5K
|
50.2K
$4.12M
|