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 28, 2022
Q4 2021
|
Wbh Advisory Inc
|
BUY
|
- |
6.86KNew |
$587K - $591K
|
6.86K
$563K
|
|
|
Feb 14, 2022
Q4 2021
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
6.77K+ 4.5% |
$579K - $583K
|
157K
$12.9M
|
|
|
Jan 31, 2022
Q4 2021
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
6.61K+ 10.06% |
$565K - $570K
|
72.3K
$5.93M
|
|
|
May 02, 2022
Q4 2021
|
Provence Wealth Management Group
|
BUY
|
- |
6.28KNew |
$537K - $541K
|
6.28K
$515K
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
6.21K+ 99.03% |
$531K - $535K
|
12.5K
$1.02M
|
|
|
Feb 10, 2022
Q4 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
6.14KNew |
$525K - $529K
|
6.14K
$503K
|
|
|
Jan 19, 2022
Q4 2021
|
Wolf Group Capital Advisors
|
BUY
|
- |
5.99KNew |
$512K - $516K
|
5.99K
$491K
|
|
|
Jan 21, 2022
Q4 2021
|
Trust CO Of Vermont
|
BUY
|
- |
5.8KNew |
$496K - $500K
|
5.8K
$476K
|
|
|
Feb 11, 2022
Q4 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
5.72K+ 7.41% |
$489K - $493K
|
82.9K
$6.8M
|
|
|
Jan 13, 2022
Q4 2021
|
Apella Capital, LLC
|
BUY
|
- |
5.68K+ 23.63% |
$486K - $490K
|
29.7K
$2.44M
|
|
|
Feb 15, 2022
Q4 2021
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
5.61KNew |
$480K - $484K
|
5.61K
$460K
|
|
|
Feb 11, 2022
Q4 2021
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
5.6KNew |
$479K - $482K
|
5.6K
$459K
|
|
|
Feb 14, 2022
Q4 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
5.58K+ 47.03% |
$477K - $480K
|
17.4K
$1.43M
|
|
|
Feb 04, 2022
Q4 2021
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
5.49KNew |
$469K - $473K
|
5.49K
$450K
|
|
|
Jan 31, 2022
Q4 2021
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
5.22K+ 16.51% |
$446K - $450K
|
36.8K
$3.02M
|
|
|
Jan 20, 2022
Q4 2021
|
Affinia Financial Group, LLC
Burlington, MA |
BUY
|
- |
5.22K+ 3.19% |
$446K - $450K
|
169K
$13.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Camden National Bank
Camden, ME |
BUY
|
- |
5.18K+ 8.63% |
$443K - $447K
|
65.3K
$5.35M
|
|
|
Feb 08, 2022
Q4 2021
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
5.17K+ 23.83% |
$442K - $446K
|
26.9K
$2.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
5.16K+ 1.11% |
$442K - $445K
|
470K
$38.6M
|
|
|
May 16, 2022
Q4 2021
|
Syntal Capital Partners, LLC
Midland, TX |
BUY
|
- |
5.13K+ 5.67% |
$439K - $442K
|
95.7K
$7.85M
|
|
|
May 13, 2022
Q4 2021
|
Mechanics Financial Corp
|
BUY
|
- |
5.09KNew |
$436K - $439K
|
5.09K
$418K
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.08K+ 38.1% |
$434K - $438K
|
18.4K
$1.51M
|
|
|
Feb 11, 2022
Q4 2021
|
Pointe Capital Management LLC
|
BUY
|
- |
5.07K+ 7.25% |
$433K - $437K
|
75K
$6.15M
|
|
|
Feb 01, 2022
Q4 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
5.07K+ 189.5% |
$433K - $437K
|
7.74K
$635K
|
|
|
Feb 15, 2022
Q4 2021
|
Hb Wealth Management, LLC
|
BUY
|
- |
4.82KNew |
$412K - $416K
|
4.82K
$396K
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
4.8K+ 56.33% |
$411K - $414K
|
13.3K
$1.09M
|
|
|
Jan 21, 2022
Q4 2021
|
Beacon Financial Advisory LLC
|
BUY
|
- |
4.73K+ 40.23% |
$404K - $408K
|
16.5K
$1.35M
|
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.68K+ 14.62% |
$400K - $403K
|
36.7K
$3.01M
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
4.65K+ 25.69% |
$398K - $401K
|
22.7K
$1.87M
|
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
4.6K+ 67.83% |
$393K - $396K
|
11.4K
$933K
|
|
|
Feb 10, 2022
Q4 2021
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
4.59K+ 13.16% |
$392K - $396K
|
39.5K
$3.24M
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
4.57K+ 22.69% |
$391K - $394K
|
24.7K
$2.03M
|
|
|
Jan 31, 2022
Q4 2021
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
4.57KNew |
$390K - $394K
|
4.57K
$375K
|
|
|
Feb 18, 2022
Q4 2021
|
Vericrest Private Wealth
Newtown, PA |
BUY
|
- |
4.51KNew |
$385K - $388K
|
4.51K
$370K
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
4.5K+ 846.62% |
$385K - $388K
|
5.04K
$413K
|
|
|
Feb 14, 2022
Q4 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
4.48K+ 10.38% |
$383K - $386K
|
47.6K
$3.9M
|
|
|
Feb 11, 2022
Q4 2021
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
4.41KNew |
$377K - $380K
|
4.41K
$362K
|
|
|
Feb 04, 2022
Q4 2021
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
4.41KNew |
$377K - $380K
|
4.41K
$361K
|
|
|
Jan 19, 2022
Q4 2021
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
4.38K+ 1.82% |
$375K - $378K
|
245K
$20.1M
|
|
|
Jan 19, 2022
Q4 2021
|
Emerald Advisors, LLC
|
BUY
|
- |
4.33K+ 34.28% |
$370K - $373K
|
16.9K
$1.39M
|
|
|
Feb 14, 2022
Q4 2021
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
4.32K+ 73.57% |
$369K - $372K
|
10.2K
$835K
|
|
|
Feb 22, 2022
Q4 2021
|
Cypress Capital Management LLC
Greenville, DE |
BUY
|
- |
4.23KNew |
$362K - $365K
|
4.23K
$347K
|
|
|
Feb 10, 2022
Q4 2021
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
4.2K+ 23.93% |
$359K - $362K
|
21.8K
$1.79M
|
|
|
Feb 09, 2022
Q4 2021
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
4.2K+ 2.73% |
$359K - $362K
|
158K
$13M
|
|
|
Jan 31, 2022
Q4 2021
|
Stone Asset Management Inc.
|
BUY
|
- |
4.15KNew |
$355K - $357K
|
4.15K
$340K
|
|
|
Jan 19, 2022
Q4 2021
|
Defined Wealth Management, LLC
|
BUY
|
- |
4.01K+ 67.93% |
$343K - $346K
|
9.92K
$814K
|
|
|
Feb 15, 2022
Q4 2021
|
Betterment LLC
New York, NY |
BUY
|
- |
3.77K+ 11.45% |
$323K - $325K
|
36.7K
$3.01M
|
|
|
Feb 08, 2022
Q4 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
3.76K+ 40.99% |
$321K - $324K
|
12.9K
$1.06M
|
|
|
Feb 10, 2022
Q4 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
3.71KNew |
$318K - $320K
|
3.71K
$305K
|
|
|
Feb 10, 2022
Q4 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
3.61K+ 8.75% |
$308K - $311K
|
44.8K
$3.68M
|