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 |
---|---|---|---|---|---|---|---|
Jul 28, 2022
Q4 2021
|
Sanford Advisory Services, LLC
|
SELL
|
- |
-8.46KClosed |
$723K - $729K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
Column Capital Advisors, LLC
|
SELL
|
- |
-8.75K- 45.57% |
$748K - $754K
|
10.5K
$857K
|
|
Feb 08, 2022
Q4 2021
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-8.95K- 20.98% |
$765K - $771K
|
33.7K
$2.76M
|
|
Feb 10, 2022
Q4 2021
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-8.97K- 17.25% |
$767K - $773K
|
43K
$3.53M
|
|
Feb 09, 2022
Q4 2021
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-9.1K- 51.85% |
$778K - $784K
|
8.45K
$693K
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-9.17K- 22.32% |
$784K - $790K
|
31.9K
$2.62M
|
|
Feb 11, 2022
Q4 2021
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-9.2K- 33.33% |
$787K - $793K
|
18.4K
$1.51M
|
|
Jan 31, 2022
Q4 2021
|
Mcdonald Partners LLC
|
SELL
|
- |
-9.21K- 97.41% |
$788K - $794K
|
245
$20.1K
|
|
Feb 09, 2022
Q4 2021
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-9.3K- 38.09% |
$795K - $802K
|
15.1K
$1.24M
|
|
Jan 18, 2022
Q4 2021
|
De Dora Capital, Inc.
|
SELL
|
- |
-9.42KClosed |
$806K - $812K
|
0
$0
|
|
Jan 12, 2022
Q4 2021
|
Legacy Private Trust Co.
|
SELL
|
- |
-9.54K- 11.05% |
$816K - $823K
|
76.8K
$6.3M
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
SELL
|
- |
-9.77K- 10.21% |
$836K - $842K
|
85.9K
$7.05M
|
|
Feb 10, 2022
Q4 2021
|
Cypress Capital, LLC
|
SELL
|
- |
-9.81K- 3.34% |
$838K - $845K
|
283K
$23.2M
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-9.89K- 10.9% |
$846K - $853K
|
80.9K
$6.64M
|
|
Jan 18, 2022
Q4 2021
|
Ttp Investments, Inc.
|
SELL
|
- |
-10.1KClosed |
$860K - $867K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Excalibur Management Corp
|
SELL
|
- |
-10.1K- 10.85% |
$864K - $871K
|
83K
$6.81M
|
|
Feb 14, 2022
Q4 2021
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-10.1K- 25.48% |
$865K - $872K
|
29.6K
$2.43M
|
|
Feb 14, 2022
Q4 2021
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-10.2KClosed |
$871K - $878K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-10.2K- 26.23% |
$875K - $882K
|
28.8K
$2.36M
|
|
Feb 08, 2022
Q4 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-10.3K- 17.24% |
$880K - $887K
|
49.4K
$4.05M
|
|
Jan 20, 2022
Q4 2021
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-10.3K- 77.93% |
$880K - $887K
|
2.92K
$239K
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-10.4K- 52.06% |
$886K - $893K
|
9.55K
$783K
|
|
Jan 19, 2022
Q4 2021
|
Apexium Financial, LP
|
SELL
|
- |
-11.6K- 61.8% |
$995K - $1M
|
7.19K
$590K
|
|
Feb 16, 2022
Q4 2021
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-11.7KClosed |
$997K - $1M
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Smith, Salley & Associates
|
SELL
|
- |
-12.2KClosed |
$1.04M - $1.05M
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-12.6K- 3.63% |
$1.08M - $1.09M
|
336K
$27.5M
|
|
Feb 04, 2022
Q4 2021
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-13.5K- 16.49% |
$1.15M - $1.16M
|
68.3K
$5.6M
|
|
Feb 14, 2022
Q4 2021
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-13.8K- 15.72% |
$1.18M - $1.19M
|
74K
$6.07M
|
|
Jan 07, 2022
Q4 2021
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-14K- 3.73% |
$1.2M - $1.21M
|
362K
$29.7M
|
|
Feb 16, 2022
Q4 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-14.2K- 5.0% |
$1.21M - $1.22M
|
269K
$22.1M
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-14.4K- 1.33% |
$1.23M - $1.24M
|
1.07M
$88.1M
|
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-15.1K- 6.72% |
$1.29M - $1.3M
|
210K
$17.2M
|
|
Jan 20, 2022
Q4 2021
|
Donald L. Hagan, LLC
|
SELL
|
- |
-15.6K- 18.75% |
$1.34M - $1.35M
|
67.7K
$5.55M
|
|
Jan 27, 2022
Q4 2021
|
Community Bank, N.A.
|
SELL
|
- |
-16.3K- 16.92% |
$1.39M - $1.41M
|
80.1K
$6.57M
|
|
Feb 11, 2022
Q4 2021
|
Biltmore Family Office, LLC
|
SELL
|
- |
-16.9K- 6.81% |
$1.44M - $1.45M
|
231K
$18.9M
|
|
Feb 14, 2022
Q4 2021
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-17.8K- 2.3% |
$1.52M - $1.53M
|
756K
$62M
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-18.9K- 38.02% |
$1.62M - $1.63M
|
30.8K
$2.53M
|
|
Jan 31, 2022
Q4 2021
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-19K- 63.43% |
$1.63M - $1.64M
|
11K
$901K
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-19.1K- 2.3% |
$1.64M - $1.65M
|
814K
$66.8M
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-19.6KClosed |
$1.67M - $1.69M
|
0
$0
|
|
Feb 04, 2022
Q4 2021
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-19.7K- 48.11% |
$1.69M - $1.7M
|
21.3K
$1.75M
|
|
Jan 20, 2022
Q4 2021
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-20.1KClosed |
$1.71M - $1.73M
|
0
$0
|
|
Jan 19, 2022
Q4 2021
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-20.6K- 53.07% |
$1.76M - $1.77M
|
18.2K
$1.49M
|
|
Feb 14, 2022
Q4 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-21KClosed |
$1.79M - $1.81M
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-21.6K- 28.47% |
$1.85M - $1.86M
|
54.2K
$4.45M
|
|
Jan 28, 2022
Q4 2021
|
James Investment Research Inc
|
SELL
|
- |
-21.7K- 8.62% |
$1.85M - $1.87M
|
230K
$18.9M
|
|
Jan 19, 2022
Q4 2021
|
Bridge Advisory, LLC
|
SELL
|
- |
-22.1K- 12.19% |
$1.89M - $1.91M
|
160K
$13.1M
|
|
Jan 31, 2022
Q4 2021
|
1900 Wealth Management LLC
|
SELL
|
- |
-23.2KClosed |
$1.98M - $2M
|
0
$0
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-23.2K- 21.13% |
$1.99M - $2M
|
86.7K
$7.11M
|
|
Jan 26, 2022
Q4 2021
|
Ballew Advisors, Inc
|
SELL
|
- |
-24.3KClosed |
$2.07M - $2.09M
|
0
$0
|