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
|
Regions Financial Corp
|
SELL
|
- |
-958- 4.28% |
$81.9K - $82.6K
|
21.4K
$1.76M
|
|
Jan 31, 2022
Q4 2021
|
Esl Trust Services, LLC
|
SELL
|
- |
-1K- 25.28% |
$85.5K - $86.2K
|
2.96K
$242K
|
|
Feb 08, 2022
Q4 2021
|
American Investment Services, Inc.
|
SELL
|
- |
-1K- 3.24% |
$85.5K - $86.2K
|
29.9K
$2.45M
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-1K- 2.76% |
$85.8K - $86.5K
|
35.4K
$2.9M
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.02K- 6.0% |
$86.8K - $87.5K
|
15.9K
$1.3M
|
|
Feb 15, 2022
Q4 2021
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-1.04K- 29.34% |
$89K - $89.7K
|
2.51K
$206K
|
|
Feb 15, 2022
Q4 2021
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-1.09K- 11.97% |
$93K - $93.8K
|
8K
$656K
|
|
Feb 14, 2022
Q4 2021
|
Bickling Financial Services, Inc.
Lexington, MA |
SELL
|
- |
-1.09K- 23.74% |
$93.1K - $93.9K
|
3.5K
$287K
|
|
Feb 14, 2022
Q4 2021
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.14K- 26.67% |
$97.1K - $97.9K
|
3.12K
$256K
|
|
Feb 14, 2022
Q4 2021
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-1.17K- 11.72% |
$100K - $101K
|
8.83K
$724K
|
|
Jan 27, 2022
Q4 2021
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-1.17K- 15.09% |
$100K - $101K
|
6.6K
$542K
|
|
Feb 11, 2022
Q4 2021
|
True Private Wealth Advisors
|
SELL
|
- |
-1.2K- 11.3% |
$103K - $103K
|
9.42K
$773K
|
|
Feb 15, 2022
Q4 2021
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1.2KClosed |
$103K - $103K
|
0
$0
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.21K- 2.61% |
$104K - $104K
|
45.3K
$3.72M
|
|
Feb 04, 2022
Q4 2021
|
Karp Capital Management Corp
|
SELL
|
- |
-1.21K- 30.66% |
$104K - $105K
|
2.75K
$225K
|
|
Feb 07, 2022
Q4 2021
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.22K- 1.11% |
$104K - $105K
|
109K
$8.93M
|
|
Feb 11, 2022
Q4 2021
|
9258 Wealth Management, LLC
|
SELL
|
- |
-1.3K- 19.8% |
$111K - $112K
|
5.25K
$430K
|
|
Feb 04, 2022
Q4 2021
|
Amg National Trust Bank
|
SELL
|
- |
-1.33K- 5.36% |
$114K - $115K
|
23.5K
$1.92M
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.33K- 6.74% |
$114K - $115K
|
18.4K
$1.51M
|
|
Feb 08, 2022
Q4 2021
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-1.37K- 34.15% |
$117K - $118K
|
2.65K
$217K
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-1.45K- 2.07% |
$124K - $125K
|
68.6K
$5.63M
|
|
Feb 03, 2022
Q4 2021
|
Cadinha & CO LLC
|
SELL
|
- |
-1.46K- 8.7% |
$125K - $126K
|
15.3K
$1.26M
|
|
Oct 02, 2024
Q4 2021
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-1.47KClosed |
$126K - $127K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Meitav Dash Investments LTD
|
SELL
|
- |
-1.48K- 6.78% |
$127K - $128K
|
20.4K
$1.67M
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.49K- 28.42% |
$127K - $128K
|
3.75K
$307K
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-1.49K- 27.63% |
$128K - $129K
|
3.91K
$321K
|
|
Feb 14, 2022
Q4 2021
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-1.5K- 5.13% |
$128K - $129K
|
27.8K
$2.28M
|
|
Feb 11, 2022
Q4 2021
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-1.5K- 1.97% |
$128K - $129K
|
74.8K
$6.14M
|
|
Feb 10, 2022
Q4 2021
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.59KClosed |
$136K - $137K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.61K- 17.51% |
$137K - $138K
|
7.56K
$620K
|
|
Jan 28, 2022
Q4 2021
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-1.62K- 1.3% |
$138K - $139K
|
122K
$10M
|
|
Feb 10, 2022
Q4 2021
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-1.64K- 8.86% |
$140K - $141K
|
16.8K
$1.38M
|
|
Jan 31, 2022
Q4 2021
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-1.65K- 6.1% |
$141K - $143K
|
25.5K
$2.09M
|
|
Feb 11, 2022
Q4 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1.66K- 17.76% |
$142K - $143K
|
7.69K
$631K
|
|
Jan 21, 2022
Q4 2021
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-1.68K- 20.92% |
$143K - $145K
|
6.34K
$520K
|
|
Feb 16, 2022
Q4 2021
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-1.71K- 24.63% |
$146K - $147K
|
5.23K
$429K
|
|
Feb 01, 2022
Q4 2021
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-1.78K- 6.4% |
$152K - $153K
|
26.1K
$2.14M
|
|
Jan 24, 2022
Q4 2021
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-1.8K- 5.71% |
$154K - $155K
|
29.6K
$2.43M
|
|
Feb 09, 2022
Q4 2021
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-1.84K- 5.15% |
$158K - $159K
|
34K
$2.79M
|
|
Feb 09, 2022
Q4 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-1.87K- 11.89% |
$160K - $161K
|
13.9K
$1.14M
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.97K- 0.39% |
$169K - $170K
|
506K
$41.5M
|
|
Feb 10, 2022
Q4 2021
|
Zhang Financial LLC
|
SELL
|
- |
-1.98K- 6.18% |
$169K - $171K
|
30.1K
$2.47M
|
|
Jan 24, 2022
Q4 2021
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-2.15K- 4.06% |
$183K - $185K
|
50.7K
$4.16M
|
|
Jan 28, 2022
Q4 2021
|
Berkshire Bank
|
SELL
|
- |
-2.16K- 11.52% |
$184K - $186K
|
16.6K
$1.36M
|
|
Jan 18, 2022
Q4 2021
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-2.21K- 4.57% |
$189K - $190K
|
46.2K
$3.79M
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.23K- 8.77% |
$191K - $192K
|
23.2K
$1.91M
|
|
Feb 10, 2022
Q4 2021
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-2.24K- 4.48% |
$192K - $193K
|
47.9K
$3.93M
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2.25K- 0.9% |
$192K - $193K
|
249K
$20.4M
|
|
Feb 15, 2022
Q4 2021
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-2.28K- 6.76% |
$195K - $196K
|
31.4K
$2.58M
|
|
Jan 28, 2022
Q4 2021
|
Arrow Financial Corp
|
SELL
|
- |
-2.3K- 41.65% |
$197K - $198K
|
3.23K
$265K
|