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 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
88.2K+ 75.6% |
$7.54M - $7.6M
|
205K
$16.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
81.5KNew |
$6.97M - $7.03M
|
81.5K
$6.69M
|
|
|
Feb 11, 2022
Q4 2021
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
78.6KNew |
$6.72M - $6.78M
|
78.6K
$6.45M
|
|
|
Feb 11, 2022
Q4 2021
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
78.6K+ 34.68% |
$6.72M - $6.78M
|
305K
$25M
|
|
|
Feb 14, 2022
Q4 2021
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
78.3KNew |
$6.7M - $6.75M
|
78.3K
$6.42M
|
|
|
Jan 10, 2022
Q4 2021
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
78.2KNew |
$6.68M - $6.74M
|
78.2K
$6.41M
|
|
|
Feb 11, 2022
Q4 2021
|
Advisor Resource Council
|
BUY
|
- |
76.7K+ 169.76% |
$6.56M - $6.61M
|
122K
$10M
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
76.1K+ 14.05% |
$6.51M - $6.56M
|
618K
$50.7M
|
|
|
Jan 25, 2022
Q4 2021
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
75.4KNew |
$6.45M - $6.5M
|
75.4K
$6.19M
|
|
|
Feb 14, 2022
Q4 2021
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
72.4KNew |
$6.19M - $6.24M
|
72.4K
$5.94M
|
|
|
May 10, 2022
Q4 2021
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
69.8KNew |
$5.97M - $6.02M
|
69.8K
$5.73M
|
|
|
Feb 09, 2022
Q4 2021
|
Jackson Wealth Management, LLC
|
BUY
|
- |
67.7K+ 64.11% |
$5.79M - $5.84M
|
173K
$14.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
66.5K+ 211.28% |
$5.68M - $5.73M
|
97.9K
$8.03M
|
|
|
Aug 11, 2022
Q4 2021
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
65.8KNew |
$5.63M - $5.67M
|
65.8K
$5.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
61.6K+ 11.73% |
$5.27M - $5.31M
|
587K
$48.1M
|
|
|
Feb 15, 2022
Q4 2021
|
Colony Group LLC
Boston, MA |
BUY
|
- |
61.3K+ 112.41% |
$5.24M - $5.28M
|
116K
$9.51M
|
|
|
May 16, 2022
Q4 2021
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
58.6KNew |
$5.01M - $5.05M
|
58.6K
$4.81M
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
58.1KNew |
$4.97M - $5.01M
|
58.1K
$4.77M
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
BUY
|
- |
57.2K+ 20.27% |
$4.89M - $4.93M
|
339K
$27.8M
|
|
|
Aug 16, 2024
Q4 2021
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
56.8K+ 6.58% |
$4.86M - $4.9M
|
921K
$75.5M
|
|
|
Apr 12, 2022
Q4 2021
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
54.1KNew |
$4.63M - $4.67M
|
54.1K
$4.44M
|
|
|
Jan 18, 2022
Q4 2021
|
Monument Capital Management
|
BUY
|
- |
52.3K+ 1042.81% |
$4.47M - $4.51M
|
57.3K
$4.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
51.7KNew |
$4.42M - $4.46M
|
51.7K
$4.24M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
50.5K+ 38.67% |
$4.32M - $4.35M
|
181K
$14.9M
|
|
|
Feb 10, 2022
Q4 2021
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
48.6K+ 538.74% |
$4.16M - $4.19M
|
57.7K
$4.73M
|
|
|
Jan 20, 2022
Q4 2021
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
48.4K+ 6867.9% |
$4.13M - $4.17M
|
49.1K
$4.02M
|
|
|
Feb 07, 2022
Q4 2021
|
Ibex Investors LLC
|
BUY
|
- |
48KNew |
$4.1M - $4.14M
|
48K
$3.94M
|
|
|
Feb 04, 2022
Q4 2021
|
Tlwm
San Antonio, TX |
BUY
|
- |
47.7KNew |
$4.08M - $4.11M
|
47.7K
$3.91M
|
|
|
Feb 10, 2022
Q4 2021
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
47.4KNew |
$4.05M - $4.09M
|
47.4K
$3.89M
|
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
46.7KNew |
$4M - $4.03M
|
46.7K
$3.83M
|
|
|
Jun 13, 2022
Q4 2021
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
44.9KNew |
$3.84M - $3.87M
|
44.9K
$3.68M
|
|
|
Jan 18, 2022
Q4 2021
|
Latitude Advisors, LLC
|
BUY
|
- |
44.1KNew |
$3.77M - $3.8M
|
44.1K
$3.62M
|
|
|
Jan 18, 2022
Q4 2021
|
Aries Wealth Management
|
BUY
|
- |
44K+ 600.0% |
$3.76M - $3.79M
|
51.3K
$4.21M
|
|
|
Feb 11, 2022
Q4 2021
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
43.9K+ 5.71% |
$3.75M - $3.78M
|
813K
$66.7M
|
|
|
Feb 15, 2022
Q4 2021
|
Arrow Investment Advisors, LLC
Laurel, MD |
BUY
|
- |
43KNew |
$3.67M - $3.7M
|
43K
$3.53M
|
|
|
Jan 31, 2022
Q4 2021
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
42.8KNew |
$3.66M - $3.69M
|
42.8K
$3.51M
|
|
|
Feb 14, 2022
Q4 2021
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
41.5KNew |
$3.55M - $3.58M
|
41.5K
$3.41M
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
40.8K+ 17.88% |
$3.49M - $3.52M
|
269K
$22.1M
|
|
|
May 06, 2022
Q4 2021
|
Empirical Asset Management, LLC
|
BUY
|
- |
40.4KNew |
$3.46M - $3.48M
|
40.4K
$3.32M
|
|
|
Feb 14, 2022
Q4 2021
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
39.7KNew |
$3.4M - $3.42M
|
39.7K
$3.26M
|
|
|
Feb 15, 2022
Q4 2021
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
39.6K+ 120.7% |
$3.38M - $3.41M
|
72.4K
$5.94M
|
|
|
Feb 14, 2022
Q4 2021
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
38.7K+ 525.08% |
$3.31M - $3.33M
|
46.1K
$3.78M
|
|
|
Jan 12, 2022
Q4 2021
|
Center For Asset Management LLC
|
BUY
|
- |
37.7KNew |
$3.23M - $3.25M
|
37.7K
$3.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
36.8KNew |
$3.15M - $3.17M
|
36.8K
$3.02M
|
|
|
Jan 20, 2022
Q4 2021
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
36.1KNew |
$3.08M - $3.11M
|
36.1K
$2.96M
|
|
|
Jan 27, 2022
Q4 2021
|
Dorsey Wright & Associates
|
BUY
|
- |
35.7KNew |
$3.05M - $3.08M
|
35.7K
$2.93M
|
|
|
Feb 04, 2022
Q4 2021
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
35KNew |
$2.99M - $3.01M
|
35K
$2.87M
|
|
|
Feb 09, 2022
Q4 2021
|
Ntb Financial Corp
Centennial, CO |
BUY
|
- |
32.9KNew |
$2.81M - $2.84M
|
32.9K
$2.7M
|
|
|
Jan 28, 2022
Q4 2021
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
31.2KNew |
$2.67M - $2.69M
|
31.2K
$2.56M
|
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
30.5K+ 1152.87% |
$2.61M - $2.63M
|
33.1K
$2.72M
|