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 10, 2022
Q4 2021
|
Stone X Group Inc.
|
BUY
|
- |
3.6KNew |
$308K - $310K
|
3.6K
$295K
|
|
|
Jan 12, 2022
Q4 2021
|
Stonnington Group, LLC
|
BUY
|
- |
3.5KNew |
$299K - $302K
|
3.5K
$287K
|
|
|
Jan 24, 2022
Q4 2021
|
Bfsg, LLC
|
BUY
|
- |
3.48K+ 5.54% |
$297K - $300K
|
66.3K
$5.44M
|
|
|
Jan 26, 2022
Q4 2021
|
Atticus Wealth Management, LLC
|
BUY
|
- |
3.42K+ 234.13% |
$292K - $294K
|
4.88K
$400K
|
|
|
Feb 11, 2022
Q4 2021
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
3.41K+ 26.18% |
$291K - $294K
|
16.4K
$1.35M
|
|
|
Feb 14, 2022
Q4 2021
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
3.38KNew |
$289K - $292K
|
3.38K
$278K
|
|
|
Feb 09, 2022
Q4 2021
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
3.27K+ 43.4% |
$280K - $282K
|
10.8K
$887K
|
|
|
Jan 07, 2022
Q4 2021
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
3.22K+ 75.02% |
$275K - $277K
|
7.51K
$616K
|
|
|
Feb 18, 2022
Q4 2021
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
3.19KNew |
$273K - $275K
|
3.19K
$262K
|
|
|
May 27, 2022
Q4 2021
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
3.18KNew |
$272K - $274K
|
3.18K
$261K
|
|
|
Feb 02, 2022
Q4 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
3.17K+ 2.69% |
$271K - $273K
|
121K
$9.94M
|
|
|
Feb 04, 2022
Q4 2021
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
3.09KNew |
$264K - $266K
|
3.09K
$253K
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
3.08K+ 0.27% |
$263K - $265K
|
1.13M
$93.1M
|
|
|
May 10, 2022
Q4 2021
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
3KNew |
$257K - $259K
|
3K
$246K
|
|
|
Feb 10, 2022
Q4 2021
|
Coastline Trust CO
|
BUY
|
- |
2.98K+ 34.21% |
$255K - $257K
|
11.7K
$959K
|
|
|
Jan 24, 2022
Q4 2021
|
Roman Butler Fullerton & CO
|
BUY
|
- |
2.97KNew |
$254K - $256K
|
2.97K
$243K
|
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
2.94K+ 13.76% |
$251K - $253K
|
24.3K
$1.99M
|
|
|
Nov 17, 2023
Q4 2021
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
2.93KNew |
$251K - $253K
|
2.93K
$241K
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.9K+ 34.19% |
$248K - $249K
|
11.4K
$932K
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2.79KNew |
$238K - $240K
|
2.79K
$229K
|
|
|
Feb 16, 2022
Q4 2021
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
2.75KNew |
$235K - $237K
|
2.75K
$226K
|
|
|
Feb 14, 2022
Q4 2021
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
2.73KNew |
$234K - $235K
|
2.73K
$224K
|
|
|
Feb 10, 2022
Q4 2021
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
2.7K+ 1.33% |
$231K - $233K
|
206K
$16.9M
|
|
|
Jan 27, 2022
Q4 2021
|
Fifth Third Securities, Inc.
|
BUY
|
- |
2.69K+ 29.98% |
$230K - $232K
|
11.7K
$957K
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.67KNew |
$229K - $230K
|
2.67K
$219K
|
|
|
Feb 11, 2022
Q4 2021
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
2.52K+ 8.31% |
$216K - $217K
|
32.9K
$2.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
2.52KNew |
$215K - $217K
|
2.52K
$207K
|
|
|
Jan 05, 2022
Q4 2021
|
Chesley Taft & Associates LLC
|
BUY
|
- |
2.5K+ 71.8% |
$214K - $215K
|
5.98K
$491K
|
|
|
Feb 14, 2022
Q4 2021
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
2.49KNew |
$213K - $215K
|
2.49K
$204K
|
|
|
Feb 14, 2022
Q4 2021
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
2.49KNew |
$213K - $214K
|
2.49K
$204K
|
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.44KNew |
$209K - $211K
|
2.44K
$200K
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2.38KNew |
$203K - $205K
|
2.38K
$195K
|
|
|
Jan 31, 2022
Q4 2021
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
2.34KNew |
$200K - $201K
|
2.34K
$192K
|
|
|
Feb 14, 2022
Q4 2021
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
2.34K+ 15.93% |
$200K - $201K
|
17K
$1.39M
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
2.33K+ 936.14% |
$199K - $201K
|
2.58K
$212K
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.33K+ 1.78% |
$199K - $201K
|
133K
$10.9M
|
|
|
Feb 08, 2022
Q4 2021
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
2.32K+ 54.42% |
$199K - $200K
|
6.59K
$541K
|
|
|
Feb 02, 2022
Q4 2021
|
Wesbanco Bank Inc
|
BUY
|
- |
2.23K+ 5.44% |
$190K - $192K
|
43.1K
$3.54M
|
|
|
Jan 20, 2022
Q4 2021
|
America First Investment Advisors, LLC
|
BUY
|
- |
2.19K+ 11.13% |
$187K - $189K
|
21.9K
$1.79M
|
|
|
Jan 19, 2022
Q4 2021
|
Icon Wealth Partners, LLC
|
BUY
|
- |
2.16K+ 32.9% |
$185K - $186K
|
8.72K
$715K
|
|
|
Jan 28, 2022
Q4 2021
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2.14K+ 39.66% |
$183K - $185K
|
7.55K
$619K
|
|
|
Feb 09, 2022
Q4 2021
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
2.13K+ 6.04% |
$182K - $184K
|
37.4K
$3.07M
|
|
|
Feb 02, 2022
Q4 2021
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
2.13K+ 16.89% |
$182K - $183K
|
14.7K
$1.21M
|
|
|
Feb 14, 2022
Q4 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.1K+ 2.6% |
$180K - $181K
|
83K
$6.81M
|
|
|
Mar 10, 2022
Q4 2021
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
2.09KNew |
$178K - $180K
|
2.09K
$171K
|
|
|
Feb 14, 2022
Q4 2021
|
X Square Capital, LLC
|
BUY
|
- |
2.05K+ 24.94% |
$175K - $177K
|
10.3K
$842K
|
|
|
Feb 15, 2022
Q4 2021
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
2.01K+ 38.08% |
$171K - $173K
|
7.27K
$596K
|
|
|
Feb 03, 2022
Q4 2021
|
Leuthold Group, LLC
|
BUY
|
- |
2K+ 7.02% |
$171K - $172K
|
30.5K
$2.5M
|
|
|
Feb 14, 2022
Q4 2021
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
1.98K+ 5.7% |
$170K - $171K
|
36.8K
$3.02M
|
|
|
Jan 20, 2022
Q4 2021
|
4 J Wealth Management LLC
|
BUY
|
- |
1.9K+ 6.55% |
$162K - $163K
|
30.9K
$2.53M
|