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 19, 2022
Q4 2021
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
30.2KNew |
$2.59M - $2.61M
|
30.2K
$2.48M
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
30.2K+ 12.07% |
$2.58M - $2.6M
|
280K
$23M
|
|
Feb 18, 2022
Q4 2021
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
27.4KNew |
$2.34M - $2.36M
|
27.4K
$2.25M
|
|
Jun 01, 2022
Q4 2021
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
25.8KNew |
$2.2M - $2.22M
|
25.8K
$2.11M
|
|
Feb 14, 2022
Q4 2021
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
24.8K+ 59.89% |
$2.12M - $2.13M
|
66.1K
$5.42M
|
|
Feb 11, 2022
Q4 2021
|
First Heartland Consultants, Inc.
|
BUY
|
- |
24.4KNew |
$2.09M - $2.11M
|
24.4K
$2M
|
|
Feb 09, 2022
Q4 2021
|
Matson Money. Inc.
|
BUY
|
- |
24.1K+ 1.82% |
$2.06M - $2.08M
|
1.35M
$111M
|
|
Feb 14, 2022
Q4 2021
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
23.8KNew |
$2.04M - $2.05M
|
23.8K
$1.96M
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
23.8K+ 17.64% |
$2.04M - $2.05M
|
159K
$13M
|
|
Jan 18, 2022
Q4 2021
|
Ritholtz Wealth Management
|
BUY
|
- |
23.8K+ 15.08% |
$2.03M - $2.05M
|
182K
$14.9M
|
|
Feb 15, 2022
Q4 2021
|
Ubp Investment Advisors Sa
|
BUY
|
- |
23.3K+ 44.58% |
$1.99M - $2.01M
|
75.6K
$6.2M
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
22.8K+ 19.64% |
$1.95M - $1.96M
|
139K
$11.4M
|
|
Feb 08, 2022
Q4 2021
|
Imc Chicago, LLC
|
BUY
|
- |
22.2KNew |
$1.9M - $1.91M
|
22.2K
$1.82M
|
|
Jan 27, 2022
Q4 2021
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
22.1KNew |
$1.89M - $1.9M
|
22.1K
$1.81M
|
|
Feb 10, 2022
Q4 2021
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
22.1K+ 40.83% |
$1.89M - $1.9M
|
76.1K
$6.24M
|
|
Feb 10, 2022
Q4 2021
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
21.7KNew |
$1.86M - $1.87M
|
21.7K
$1.78M
|
|
Feb 25, 2022
Q4 2021
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
21.4K+ 90.76% |
$1.83M - $1.85M
|
45.1K
$3.7M
|
|
Feb 14, 2022
Q4 2021
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
21.2K+ 23.51% |
$1.81M - $1.83M
|
111K
$9.14M
|
|
Jan 18, 2022
Q4 2021
|
Cx Institutional
|
BUY
|
- |
20.5K+ 10.39% |
$1.76M - $1.77M
|
218K
$17.9M
|
|
Feb 03, 2022
Q4 2021
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
20.2KNew |
$1.72M - $1.74M
|
20.2K
$1.65M
|
|
Feb 14, 2022
Q4 2021
|
Banque Cantonale Vaudoise
|
BUY
|
- |
19.7KNew |
$1.68M - $1.69M
|
19.7K
$1.61M
|
|
Jan 31, 2022
Q4 2021
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
19.6KNew |
$1.67M - $1.69M
|
19.6K
$1.61M
|
|
Mar 10, 2022
Q4 2021
|
Values First Advisors, Inc.
|
BUY
|
- |
19.5KNew |
$1.67M - $1.68M
|
19.5K
$1.6M
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
19K+ 34.15% |
$1.62M - $1.64M
|
74.6K
$6.12M
|
|
Jan 20, 2022
Q4 2021
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
19KNew |
$1.62M - $1.63M
|
19K
$1.56M
|
|
Feb 15, 2022
Q4 2021
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
18.9KNew |
$1.62M - $1.63M
|
18.9K
$1.55M
|
|
Apr 12, 2022
Q4 2021
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
18.8KNew |
$1.61M - $1.62M
|
18.8K
$1.54M
|
|
Feb 15, 2022
Q4 2021
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
18.7K+ 40.08% |
$1.6M - $1.62M
|
65.5K
$5.37M
|
|
Feb 14, 2022
Q4 2021
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
18.5K+ 6.74% |
$1.58M - $1.6M
|
293K
$24.1M
|
|
Feb 02, 2022
Q4 2021
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
18.3K+ 27.73% |
$1.56M - $1.58M
|
84.2K
$6.91M
|
|
Feb 11, 2022
Q4 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
18.2K+ 403.92% |
$1.56M - $1.57M
|
22.8K
$1.87M
|
|
May 04, 2022
Q4 2021
|
Client First Capital LLC
|
BUY
|
- |
17.5KNew |
$1.49M - $1.51M
|
17.5K
$1.43M
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
17.5K+ 13.26% |
$1.49M - $1.51M
|
149K
$12.2M
|
|
Dec 11, 2023
Q4 2021
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
17.5K+ 39.73% |
$1.49M - $1.5M
|
61.4K
$5.04M
|
|
Jan 20, 2022
Q4 2021
|
Efficient Advisors, LLC
|
BUY
|
- |
17K+ 3.81% |
$1.46M - $1.47M
|
465K
$38.1M
|
|
Jan 27, 2022
Q4 2021
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
16.8KNew |
$1.44M - $1.45M
|
16.8K
$1.38M
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
16.6K+ 6.09% |
$1.42M - $1.43M
|
289K
$23.7M
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Securities LLC
|
BUY
|
- |
16.4K+ 40.55% |
$1.4M - $1.41M
|
56.9K
$4.67M
|
|
Jan 13, 2022
Q4 2021
|
Mtc Wealth Management LLC
|
BUY
|
- |
16.3K+ 4.11% |
$1.4M - $1.41M
|
414K
$33.9M
|
|
Jan 18, 2022
Q4 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
16.3K+ 234.77% |
$1.4M - $1.41M
|
23.3K
$1.91M
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
16.3K+ 3.71% |
$1.39M - $1.41M
|
456K
$37.4M
|
|
Feb 03, 2022
Q4 2021
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
15.8KNew |
$1.35M - $1.36M
|
15.8K
$1.3M
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
15.7K+ 102.41% |
$1.34M - $1.35M
|
31K
$2.54M
|
|
Feb 15, 2022
Q4 2021
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
15.7K+ 3.89% |
$1.34M - $1.35M
|
419K
$34.4M
|
|
Aug 02, 2022
Q4 2021
|
Easterly Investment Partners LLC
|
BUY
|
- |
15.4K+ 12.85% |
$1.32M - $1.33M
|
135K
$11.1M
|
|
Feb 11, 2022
Q4 2021
|
Silicon Valley Capital Partners
|
BUY
|
- |
15.2KNew |
$1.3M - $1.31M
|
15.2K
$1.25M
|
|
Feb 08, 2022
Q4 2021
|
Nvwm, LLC
|
BUY
|
- |
15.1K+ 291.6% |
$1.29M - $1.3M
|
20.3K
$1.66M
|
|
Aug 31, 2022
Q4 2021
|
Acute Investment Advisory, LLC
Mesa, AZ |
BUY
|
- |
14.8KNew |
$1.27M - $1.28M
|
14.8K
$1.22M
|
|
Jan 18, 2022
Q4 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
14.2KNew |
$1.21M - $1.22M
|
14.2K
$1.17M
|
|
Feb 11, 2022
Q4 2021
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
13.8K+ 111.33% |
$1.18M - $1.19M
|
26.2K
$2.15M
|