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 01, 2022
Q4 2021
|
Occidental Asset Management, LLC
|
BUY
|
- |
13.6KNew |
$1.16M - $1.17M
|
13.6K
$1.11M
|
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
13.4KNew |
$1.15M - $1.16M
|
13.4K
$1.1M
|
|
|
Feb 02, 2022
Q4 2021
|
Anson Capital, Inc.
|
BUY
|
- |
12.9KNew |
$1.1M - $1.11M
|
12.9K
$1.06M
|
|
|
Feb 11, 2022
Q4 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
12.7K+ 1183.83% |
$1.09M - $1.1M
|
13.8K
$1.13M
|
|
|
Feb 09, 2022
Q4 2021
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
12.7K+ 4.65% |
$1.08M - $1.09M
|
285K
$23.4M
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
12.5K+ 5.16% |
$1.07M - $1.08M
|
256K
$21M
|
|
|
Feb 08, 2022
Q4 2021
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
12.4KNew |
$1.06M - $1.07M
|
12.4K
$1.02M
|
|
|
Feb 01, 2022
Q4 2021
|
One Day In July LLC
|
BUY
|
- |
12.2K+ 151.63% |
$1.04M - $1.05M
|
20.2K
$1.65M
|
|
|
Feb 15, 2022
Q4 2021
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
12.1KNew |
$1.03M - $1.04M
|
12.1K
$991K
|
|
|
Feb 24, 2022
Q4 2021
|
First Purpose Wealth LLC
|
BUY
|
- |
11.7KNew |
$1M - $1.01M
|
11.7K
$960K
|
|
|
Feb 10, 2022
Q4 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
11.7K+ 43.84% |
$1M - $1.01M
|
38.4K
$3.15M
|
|
|
Feb 11, 2022
Q4 2021
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
11.4KNew |
$978K - $985K
|
11.4K
$938K
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
11.2K+ 117.17% |
$961K - $968K
|
20.8K
$1.71M
|
|
|
Feb 15, 2022
Q4 2021
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
11.2K+ 668.63% |
$959K - $966K
|
12.9K
$1.06M
|
|
|
Feb 10, 2022
Q4 2021
|
Vicus Capital
State College, PA |
BUY
|
- |
11.1K+ 27.05% |
$951K - $959K
|
52.2K
$4.29M
|
|
|
Nov 14, 2022
Q4 2021
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
11.1KNew |
$947K - $955K
|
11.1K
$909K
|
|
|
Feb 10, 2022
Q4 2021
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
10.8K+ 183.33% |
$925K - $933K
|
16.7K
$1.37M
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
10.7K+ 31.8% |
$919K - $926K
|
44.5K
$3.65M
|
|
|
Feb 03, 2022
Q4 2021
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
10.6K+ 6.02% |
$906K - $914K
|
187K
$15.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
10.4K+ 8.55% |
$890K - $897K
|
132K
$10.8M
|
|
|
Jan 12, 2022
Q4 2021
|
Pure Financial Advisors, LLC
|
BUY
|
- |
10.4K+ 18.19% |
$887K - $894K
|
67.4K
$5.53M
|
|
|
Jan 25, 2022
Q4 2021
|
Kingfisher Capital LLC
|
BUY
|
- |
10.2K+ 74.14% |
$868K - $875K
|
23.8K
$1.96M
|
|
|
Feb 14, 2022
Q4 2021
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
9.9K+ 13.84% |
$846K - $853K
|
81.4K
$6.67M
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
9.74K+ 13.23% |
$833K - $839K
|
83.4K
$6.84M
|
|
|
Feb 15, 2022
Q4 2021
|
Apeiron Ria LLC
|
BUY
|
- |
9.59KNew |
$820K - $826K
|
9.59K
$786K
|
|
|
Feb 14, 2022
Q4 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
9.53KNew |
$814K - $821K
|
9.53K
$781K
|
|
|
Jan 24, 2022
Q4 2021
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
9.49K+ 63.48% |
$811K - $818K
|
24.4K
$2M
|
|
|
Jan 21, 2022
Q4 2021
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
9.46K+ 4.38% |
$809K - $816K
|
226K
$18.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Sinecera Capital, LLC
|
BUY
|
- |
9.37KNew |
$801K - $807K
|
9.37K
$768K
|
|
|
Feb 14, 2022
Q4 2021
|
Vontobel Holding Ltd.
|
BUY
|
- |
9.25KNew |
$791K - $797K
|
9.25K
$759K
|
|
|
Feb 14, 2022
Q4 2021
|
Unconventional Investor, LLC
|
BUY
|
- |
9.17KNew |
$784K - $790K
|
9.17K
$752K
|
|
|
Feb 11, 2022
Q4 2021
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
9.14KNew |
$781K - $787K
|
9.14K
$749K
|
|
|
Jul 28, 2023
Q4 2021
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
9.01KNew |
$770K - $777K
|
9.01K
$739K
|
|
|
Feb 14, 2022
Q4 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
8.44KNew |
$722K - $727K
|
8.44K
$692K
|
|
|
Feb 11, 2022
Q4 2021
|
Investment Advisory Group, LLC
|
BUY
|
- |
8.4KNew |
$719K - $724K
|
8.4K
$689K
|
|
|
Jan 28, 2022
Q4 2021
|
Gw Henssler & Associates LTD
|
BUY
|
- |
8.38KNew |
$717K - $722K
|
8.38K
$688K
|
|
|
Feb 09, 2022
Q4 2021
|
Gamble Jones Investment Counsel
|
BUY
|
- |
8.34K+ 7.22% |
$713K - $718K
|
124K
$10.2M
|
|
|
Jan 21, 2022
Q4 2021
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
8.26KNew |
$706K - $712K
|
8.26K
$677K
|
|
|
Feb 14, 2022
Q4 2021
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
7.95K+ 124.44% |
$680K - $685K
|
14.3K
$1.18M
|
|
|
Jan 14, 2022
Q4 2021
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
7.88KNew |
$674K - $679K
|
7.88K
$646K
|
|
|
Jan 19, 2022
Q4 2021
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
7.87KNew |
$673K - $678K
|
7.87K
$645K
|
|
|
Feb 02, 2022
Q4 2021
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
7.75KNew |
$663K - $668K
|
7.75K
$636K
|
|
|
Feb 17, 2022
Q4 2021
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
7.66KNew |
$655K - $660K
|
7.66K
$629K
|
|
|
Feb 15, 2022
Q4 2021
|
Resolute Financial, LLC
|
BUY
|
- |
7.57KNew |
$647K - $652K
|
7.57K
$621K
|
|
|
Feb 02, 2022
Q4 2021
|
Sunburst Financial Group, LLC
|
BUY
|
- |
7.41KNew |
$634K - $639K
|
7.41K
$608K
|
|
|
Feb 10, 2022
Q4 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
7.22KNew |
$618K - $623K
|
7.22K
$593K
|
|
|
Jan 19, 2022
Q4 2021
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
7.17K+ 41.47% |
$613K - $617K
|
24.4K
$2M
|
|
|
Jan 26, 2022
Q4 2021
|
Twele Capital Management, Inc.
|
BUY
|
- |
7.14K+ 5.05% |
$610K - $615K
|
149K
$12.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
7.11K+ 11.25% |
$608K - $613K
|
70.4K
$5.77M
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
BUY
|
- |
7.09K+ 16.46% |
$606K - $611K
|
50.2K
$4.12M
|