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 14, 2022
Q4 2021
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
651+ 0.97% |
$55.7K - $56.1K
|
67.8K
$5.56M
|
|
|
Feb 10, 2022
Q4 2021
|
Dakota Wealth Management
|
BUY
|
- |
648+ 0.87% |
$55.4K - $55.8K
|
75.3K
$6.18M
|
|
|
Feb 14, 2022
Q4 2021
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
615+ 4.94% |
$52.6K - $53K
|
13.1K
$1.07M
|
|
|
Feb 14, 2022
Q4 2021
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
587+ 3.99% |
$50.2K - $50.6K
|
15.3K
$1.25M
|
|
|
Jan 18, 2022
Q4 2021
|
Procyon Advisors, LLC
|
BUY
|
- |
577+ 3.36% |
$49.3K - $49.7K
|
17.7K
$1.45M
|
|
|
Feb 11, 2022
Q4 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
553New |
$47.3K - $47.7K
|
553
$45.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Jag Capital Management, LLC
|
BUY
|
- |
513+ 9.37% |
$43.9K - $44.2K
|
5.99K
$491K
|
|
|
Feb 03, 2022
Q4 2021
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
478+ 9.56% |
$40.9K - $41.2K
|
5.48K
$449K
|
|
|
Jan 25, 2022
Q4 2021
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
472+ 12.12% |
$40.4K - $40.7K
|
4.37K
$358K
|
|
|
Feb 14, 2022
Q4 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
466+ 17.06% |
$39.8K - $40.2K
|
3.2K
$262K
|
|
|
Feb 10, 2022
Q4 2021
|
Csenge Advisory Group
|
BUY
|
- |
458+ 6.25% |
$39.2K - $39.5K
|
7.79K
$639K
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
454New |
$38.8K - $39.1K
|
454
$37.2K
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
448+ 7.94% |
$38.3K - $38.6K
|
6.09K
$499K
|
|
|
Jan 19, 2022
Q4 2021
|
Bristlecone Advisors, LLC
|
BUY
|
- |
421+ 3.43% |
$36K - $36.3K
|
12.7K
$1.04M
|
|
|
Feb 14, 2022
Q4 2021
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
417+ 4.8% |
$35.7K - $35.9K
|
9.11K
$747K
|
|
|
Feb 07, 2022
Q4 2021
|
Rede Wealth, LLC
|
BUY
|
- |
391+ 3.5% |
$33.4K - $33.7K
|
11.6K
$947K
|
|
|
Feb 14, 2022
Q4 2021
|
Daniel Loeb
Third Point LLC | New York, Ny
|
BUY
|
- |
386+ 0.47% |
$33K - $33.3K
|
82.1K
$6.74M
|
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
BUY
|
- |
383New |
$32.7K - $33K
|
383
$31.4K
|
|
|
Jan 25, 2022
Q4 2021
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
355+ 3.02% |
$30.4K - $30.6K
|
12.1K
$992K
|
|
|
Feb 02, 2022
Q4 2021
|
Truepoint, Inc.
|
BUY
|
- |
355+ 1.4% |
$30.4K - $30.6K
|
25.8K
$2.11M
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
344+ 0.65% |
$29.4K - $29.6K
|
53.3K
$4.37M
|
|
|
Feb 10, 2022
Q4 2021
|
Covestor LTD
Boston, MA |
BUY
|
- |
340New |
$29.1K - $29.3K
|
340
$27.9K
|
|
|
Jan 18, 2022
Q4 2021
|
Pacific Financial Group Inc
|
BUY
|
- |
331+ 1.13% |
$28.3K - $28.5K
|
29.7K
$2.44M
|
|
|
Feb 14, 2022
Q4 2021
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
330New |
$28.2K - $28.4K
|
330
$27.1K
|
|
|
Jan 25, 2022
Q4 2021
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
322+ 1.4% |
$27.5K - $27.7K
|
23.3K
$1.91M
|
|
|
Feb 02, 2022
Q4 2021
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
313+ 0.49% |
$26.8K - $27K
|
64.1K
$5.25M
|
|
|
Jan 12, 2022
Q4 2021
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
308+ 1.22% |
$26.3K - $26.5K
|
25.5K
$2.09M
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
300New |
$25.7K - $25.9K
|
300
$24.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
300+ 2.32% |
$25.7K - $25.9K
|
13.2K
$1.08M
|
|
|
Feb 15, 2022
Q4 2021
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
291+ 1.28% |
$24.9K - $25.1K
|
22.9K
$1.88M
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
290+ 2.99% |
$24.8K - $25K
|
9.99K
$820K
|
|
|
Feb 15, 2022
Q4 2021
|
Westside Investment Management, Inc.
|
BUY
|
- |
271+ 1.0% |
$23.2K - $23.4K
|
27.4K
$2.25M
|
|
|
Jan 26, 2022
Q4 2021
|
Successful Portfolios LLC
|
BUY
|
- |
265+ 5.42% |
$22.7K - $22.8K
|
5.16K
$423K
|
|
|
Jan 10, 2022
Q4 2021
|
Private Trust CO Na
|
BUY
|
- |
248+ 6.6% |
$21.2K - $21.4K
|
4K
$328K
|
|
|
Jan 28, 2022
Q4 2021
|
Absolute Capital Management, LLC
|
BUY
|
- |
245New |
$20.9K - $21.1K
|
245
$20.1K
|
|
|
Jan 18, 2022
Q4 2021
|
Accel Wealth Management
|
BUY
|
- |
216New |
$18.5K - $18.6K
|
216
$17.7K
|
|
|
Feb 17, 2022
Q4 2021
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
210New |
$18K - $18.1K
|
210
$17.2K
|
|
|
Feb 08, 2022
Q4 2021
|
Windward Private Wealth Management Inc.
|
BUY
|
- |
208+ 0.96% |
$17.8K - $17.9K
|
21.8K
$1.79M
|
|
|
Feb 11, 2022
Q4 2021
|
Coldstream Capital Management Inc
|
BUY
|
- |
198+ 0.28% |
$16.9K - $17.1K
|
71.6K
$5.87M
|
|
|
Feb 24, 2022
Q4 2021
|
Rise Advisors, LLC
|
BUY
|
- |
194New |
$16.6K - $16.7K
|
194
$15.9K
|
|
|
Jan 20, 2022
Q4 2021
|
Bellecapital International Ltd.
|
BUY
|
- |
188+ 1.32% |
$16.1K - $16.2K
|
14.5K
$1.19M
|
|
|
Feb 11, 2022
Q4 2021
|
Renasant Bank
|
BUY
|
- |
166+ 1.56% |
$14.2K - $14.3K
|
10.8K
$887K
|
|
|
Jan 24, 2022
Q4 2021
|
Tompkins Financial Corp
|
BUY
|
- |
166+ 1.75% |
$14.2K - $14.3K
|
9.66K
$792K
|
|
|
Jan 11, 2022
Q4 2021
|
Symmetry Partners, LLC
|
BUY
|
- |
162+ 0.99% |
$13.9K - $14K
|
16.5K
$1.35M
|
|
|
Feb 04, 2022
Q4 2021
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
158+ 2.28% |
$13.5K - $13.6K
|
7.1K
$582K
|
|
|
May 17, 2022
Q4 2021
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
156New |
$13.3K - $13.4K
|
156
$12.8K
|
|
|
Jan 13, 2022
Q4 2021
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
156+ 0.96% |
$13.3K - $13.4K
|
16.4K
$1.35M
|
|
|
Feb 17, 2022
Q4 2021
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
151New |
$12.9K - $13K
|
151
$12.4K
|
|
|
Feb 07, 2022
Q4 2021
|
Crew Capital Management, Ltd.
|
BUY
|
- |
150+ 3.13% |
$12.8K - $12.9K
|
4.95K
$406K
|
|
|
Feb 07, 2022
Q4 2021
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
150New |
$12.8K - $12.9K
|
150
$12.3K
|