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 10, 2022
Q4 2021
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-2.34K- 22.03% |
$200K - $201K
|
8.28K
$679K
|
|
Feb 09, 2022
Q4 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-2.37K- 37.75% |
$203K - $205K
|
3.91K
$321K
|
|
Jan 20, 2022
Q4 2021
|
High Mark Wealth Management LLC
|
SELL
|
- |
-2.38K- 6.98% |
$203K - $205K
|
31.7K
$2.6M
|
|
Jan 21, 2022
Q4 2021
|
New Potomac Partners, LLC
|
SELL
|
- |
-2.39KClosed |
$204K - $206K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-2.44KClosed |
$208K - $210K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.47K- 15.17% |
$211K - $213K
|
13.8K
$1.13M
|
|
Feb 07, 2022
Q4 2021
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-2.52KClosed |
$215K - $217K
|
0
$0
|
|
Jan 20, 2022
Q4 2021
|
Patron Partners, LLC
|
SELL
|
- |
-2.52KClosed |
$216K - $217K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-2.53KClosed |
$216K - $218K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-2.54KClosed |
$217K - $219K
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-2.56K- 20.31% |
$219K - $220K
|
10K
$823K
|
|
Feb 02, 2022
Q4 2021
|
Knowledge Leaders Capital, LLC
|
SELL
|
- |
-2.58K- 13.0% |
$221K - $222K
|
17.3K
$1.42M
|
|
Feb 07, 2022
Q4 2021
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-2.62KClosed |
$224K - $226K
|
0
$0
|
|
Feb 01, 2022
Q4 2021
|
Telemus Capital, LLC
|
SELL
|
- |
-2.62K- 3.44% |
$224K - $226K
|
73.5K
$6.03M
|
|
Jan 11, 2022
Q4 2021
|
Hbw Advisory Services LLC
|
SELL
|
- |
-2.64K- 29.73% |
$225K - $227K
|
6.23K
$511K
|
|
Jan 28, 2022
Q4 2021
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-2.7KClosed |
$231K - $233K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-2.7K- 7.65% |
$231K - $233K
|
32.6K
$2.67M
|
|
Jan 31, 2022
Q4 2021
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-2.76K- 36.89% |
$236K - $237K
|
4.71K
$387K
|
|
Feb 04, 2022
Q4 2021
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-2.8KClosed |
$239K - $241K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-2.81K- 37.7% |
$240K - $242K
|
4.64K
$380K
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-2.82KClosed |
$241K - $243K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Antonetti Capital Management LLC
|
SELL
|
- |
-2.83K- 18.54% |
$242K - $244K
|
12.4K
$1.02M
|
|
Feb 15, 2022
Q4 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-2.88K- 14.1% |
$246K - $248K
|
17.5K
$1.44M
|
|
Jan 27, 2022
Q4 2021
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-2.89K- 23.89% |
$247K - $249K
|
9.21K
$756K
|
|
Feb 11, 2022
Q4 2021
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-2.91KClosed |
$248K - $250K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.95KClosed |
$253K - $255K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-3KClosed |
$257K - $259K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
SELL
|
- |
-3.02KClosed |
$258K - $260K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-3.03K- 5.63% |
$259K - $261K
|
50.8K
$4.16M
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3.03K- 15.05% |
$259K - $261K
|
17.1K
$1.4M
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-3.04KClosed |
$260K - $262K
|
0
$0
|
|
Jan 26, 2022
Q4 2021
|
Signature Securities Group Corporation
|
SELL
|
- |
-3.07K- 25.79% |
$262K - $264K
|
8.82K
$724K
|
|
Feb 04, 2022
Q4 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-3.1KClosed |
$265K - $267K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-3.13KClosed |
$268K - $270K
|
0
$0
|
|
Feb 17, 2022
Q4 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-3.17K- 1.92% |
$271K - $273K
|
162K
$13.3M
|
|
Feb 04, 2022
Q4 2021
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-3.17K- 9.48% |
$271K - $273K
|
30.3K
$2.49M
|
|
Feb 14, 2022
Q4 2021
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-3.28KClosed |
$280K - $283K
|
0
$0
|
|
Jan 25, 2022
Q4 2021
|
Fulcrum Equity Management
|
SELL
|
- |
-3.33KClosed |
$285K - $287K
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
SELL
|
- |
-3.4K- 3.86% |
$291K - $293K
|
84.8K
$6.95M
|
|
Feb 08, 2022
Q4 2021
|
B&D White Capital Company, LLC
|
SELL
|
- |
-3.43KClosed |
$293K - $295K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-3.56K- 3.9% |
$304K - $306K
|
87.7K
$7.19M
|
|
Feb 11, 2022
Q4 2021
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-3.65K- 18.55% |
$312K - $314K
|
16K
$1.31M
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-3.65K- 46.32% |
$312K - $315K
|
4.23K
$347K
|
|
Feb 14, 2022
Q4 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-3.72KClosed |
$318K - $321K
|
0
$0
|
|
Jan 20, 2022
Q4 2021
|
Capital Insight Partners, LLC
|
SELL
|
- |
-3.75K- 34.48% |
$321K - $323K
|
7.13K
$585K
|
|
Feb 15, 2022
Q4 2021
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-3.84K- 15.04% |
$328K - $331K
|
21.7K
$1.78M
|
|
Jan 26, 2022
Q4 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-3.86K- 6.67% |
$330K - $333K
|
54K
$4.43M
|
|
Jan 25, 2022
Q4 2021
|
Hancock Whitney Corp
|
SELL
|
- |
-3.87K- 10.41% |
$331K - $333K
|
33.3K
$2.73M
|
|
Jan 18, 2022
Q4 2021
|
Kovack Advisors, Inc.
|
SELL
|
- |
-3.9K- 56.9% |
$333K - $336K
|
2.95K
$242K
|
|
Jan 10, 2022
Q4 2021
|
Summit Financial Group, Inc.
|
SELL
|
- |
-3.91K- 6.0% |
$334K - $337K
|
61.2K
$5.02M
|