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 26, 2022
Q4 2021
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
1.89KNew |
$162K - $163K
|
1.89K
$155K
|
|
|
Feb 17, 2022
Q4 2021
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
1.81KNew |
$155K - $156K
|
1.81K
$149K
|
|
|
Feb 23, 2022
Q4 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
1.75KNew |
$149K - $150K
|
1.75K
$143K
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.74K+ 50.98% |
$149K - $150K
|
5.15K
$423K
|
|
|
Feb 04, 2022
Q4 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.71K+ 1.41% |
$147K - $148K
|
123K
$10.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.68K+ 3.78% |
$144K - $145K
|
46K
$3.78M
|
|
|
Dec 13, 2023
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.68K+ 3.78% |
$144K - $145K
|
46K
$3.78M
|
|
|
Feb 01, 2022
Q4 2021
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.63K+ 4.45% |
$139K - $140K
|
38.2K
$3.14M
|
|
|
Jan 13, 2022
Q4 2021
|
Pacifica Partners Inc.
|
BUY
|
- |
1.63K+ 125.85% |
$139K - $140K
|
2.92K
$239K
|
|
|
Jan 31, 2022
Q4 2021
|
Life Pro Asset Management
|
BUY
|
- |
1.62K+ 1.11% |
$138K - $140K
|
148K
$12.1M
|
|
|
Jan 18, 2022
Q4 2021
|
Strategic Equity Management
|
BUY
|
- |
1.6K+ 1.36% |
$136K - $138K
|
119K
$9.77M
|
|
|
Feb 09, 2022
Q4 2021
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
1.5KNew |
$128K - $129K
|
1.5K
$123K
|
|
|
Jan 18, 2022
Q4 2021
|
Edgehill Endowment Partners, LLC
|
BUY
|
- |
1.45K+ 0.1% |
$124K - $125K
|
1.38M
$113M
|
|
|
Feb 10, 2022
Q4 2021
|
Sierra Capital LLC
|
BUY
|
- |
1.42K+ 9.44% |
$121K - $122K
|
16.4K
$1.35M
|
|
|
Feb 03, 2022
Q4 2021
|
Steward Financial Group LLC
|
BUY
|
- |
1.4KNew |
$120K - $121K
|
1.4K
$115K
|
|
|
Feb 04, 2022
Q4 2021
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
1.4K+ 4.9% |
$120K - $121K
|
30K
$2.46M
|
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.36K+ 1.13% |
$116K - $117K
|
121K
$9.96M
|
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
BUY
|
- |
1.35K+ 5.97% |
$116K - $117K
|
24K
$1.97M
|
|
|
Feb 10, 2022
Q4 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.26K+ 2.87% |
$107K - $108K
|
45.1K
$3.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.25K+ 91.58% |
$107K - $108K
|
2.62K
$215K
|
|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
1.25KNew |
$107K - $107K
|
1.25K
$102K
|
|
|
Jan 27, 2022
Q4 2021
|
Peoples Bank
|
BUY
|
- |
1.23K+ 2.24% |
$105K - $106K
|
56.1K
$4.6M
|
|
|
Feb 02, 2022
Q4 2021
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.22K+ 8.54% |
$105K - $105K
|
15.5K
$1.28M
|
|
|
Feb 03, 2022
Q4 2021
|
First National Trust CO
|
BUY
|
- |
1.22K+ 34.37% |
$104K - $105K
|
4.75K
$390K
|
|
|
Feb 11, 2022
Q4 2021
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
1.22K+ 1.73% |
$104K - $105K
|
71.3K
$5.85M
|
|
|
Feb 15, 2022
Q4 2021
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
1.2KNew |
$103K - $103K
|
1.2K
$98.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
1.2K+ 7058.82% |
$103K - $103K
|
1.22K
$99.8K
|
|
|
Feb 11, 2022
Q4 2021
|
Scotia Capital Inc.
|
BUY
|
- |
1.15K+ 0.36% |
$98.3K - $99.1K
|
321K
$26.4M
|
|
|
Feb 15, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.11K+ 7.02% |
$94.8K - $95.6K
|
16.9K
$1.39M
|
|
|
Oct 13, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.11K+ 7.02% |
$94.8K - $95.6K
|
16.9K
$1.39M
|
|
|
Feb 02, 2022
Q4 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.11K+ 13.11% |
$94.6K - $95.4K
|
9.55K
$783K
|
|
|
Feb 07, 2022
Q4 2021
|
M&T Bank Corp
|
BUY
|
- |
1.02K+ 5.24% |
$87.6K - $88.2K
|
20.6K
$1.69M
|
|
|
Jan 28, 2022
Q4 2021
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
961+ 1.05% |
$82.2K - $82.8K
|
92.5K
$7.59M
|
|
|
Aug 28, 2024
Q4 2021
|
Farmers National Bank
Danville, KY |
BUY
|
- |
947+ 26.48% |
$81K - $81.6K
|
4.52K
$371K
|
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
BUY
|
- |
943+ 11.18% |
$80.6K - $81.3K
|
9.38K
$769K
|
|
|
Mar 11, 2022
Q4 2021
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
934+ 18.63% |
$79.9K - $80.5K
|
5.95K
$488K
|
|
|
Jan 25, 2022
Q4 2021
|
Burleson & Company, LLC
|
BUY
|
- |
860+ 84.65% |
$73.5K - $74.1K
|
1.88K
$154K
|
|
|
Feb 08, 2022
Q4 2021
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
837+ 9.97% |
$71.6K - $72.1K
|
9.23K
$757K
|
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
826+ 4.24% |
$70.6K - $71.2K
|
20.3K
$1.66M
|
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
819+ 6.48% |
$70K - $70.6K
|
13.5K
$1.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
805New |
$68.8K - $69.4K
|
805
$66K
|
|
|
Jan 07, 2022
Q4 2021
|
Martin Capital Partners, LLC
|
BUY
|
- |
788+ 1.86% |
$67.4K - $67.9K
|
43.1K
$3.54M
|
|
|
Mar 01, 2022
Q4 2021
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
757+ 42.46% |
$64.7K - $65.2K
|
2.54K
$208K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
737+ 9.31% |
$63K - $63.5K
|
8.65K
$710K
|
|
|
Feb 08, 2022
Q4 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
715+ 3.78% |
$61.1K - $61.6K
|
19.6K
$1.61M
|
|
|
Feb 03, 2022
Q4 2021
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
714New |
$61K - $61.5K
|
714
$58.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
689+ 2.64% |
$58.9K - $59.4K
|
26.8K
$2.2M
|
|
|
Feb 08, 2022
Q4 2021
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
685+ 23.47% |
$58.6K - $59K
|
3.6K
$296K
|
|
|
Jan 28, 2022
Q4 2021
|
Mader & Shannon Wealth Management, Inc.
|
BUY
|
- |
684+ 0.79% |
$58.5K - $58.9K
|
87.3K
$7.16M
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
664+ 1.35% |
$56.8K - $57.2K
|
49.7K
$4.08M
|