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 15, 2022
Q4 2021
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
150+ 1.57% |
$12.8K - $12.9K
|
9.7K
$796K
|
|
|
Feb 09, 2022
Q4 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
146New |
$12.5K - $12.6K
|
146
$12K
|
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO
|
BUY
|
- |
145+ 2.51% |
$12.4K - $12.5K
|
5.91K
$485K
|
|
|
Jan 21, 2022
Q4 2021
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
143+ 1.7% |
$12.2K - $12.3K
|
8.55K
$701K
|
|
|
Feb 14, 2022
Q4 2021
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
140+ 1.23% |
$12K - $12.1K
|
11.5K
$943K
|
|
|
Feb 02, 2022
Q4 2021
|
Barnett & Company, Inc.
|
BUY
|
- |
140+ 1555.56% |
$12K - $12.1K
|
149
$12.2K
|
|
|
Jan 28, 2022
Q4 2021
|
Widmann Financial Services, Inc.
|
BUY
|
- |
130New |
$11.1K - $11.2K
|
130
$10.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
127+ 4.62% |
$10.9K - $10.9K
|
2.87K
$236K
|
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
BUY
|
- |
115+ 4.71% |
$9.83K - $9.91K
|
2.56K
$210K
|
|
|
Jan 13, 2022
Q4 2021
|
Sound Income Strategies, LLC
|
BUY
|
- |
109+ 48.66% |
$9.32K - $9.39K
|
333
$27.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
103+ 6.76% |
$8.81K - $8.88K
|
1.63K
$133K
|
|
|
Jan 27, 2022
Q4 2021
|
Hexagon Capital Partners LLC
|
BUY
|
- |
102+ 0.66% |
$8.72K - $8.79K
|
15.6K
$1.28M
|
|
|
Feb 14, 2022
Q4 2021
|
Win Advisors, Inc
|
BUY
|
- |
99New |
$8.46K - $8.53K
|
99
$8.12K
|
|
|
Jan 27, 2022
Q4 2021
|
Rockland Trust CO
|
BUY
|
- |
92+ 0.83% |
$7.87K - $7.93K
|
11.2K
$917K
|
|
|
Feb 10, 2022
Q4 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
90+ 1.68% |
$7.7K - $7.76K
|
5.45K
$447K
|
|
|
Feb 07, 2022
Q4 2021
|
Atlas Private Wealth Management
|
BUY
|
- |
84+ 1.91% |
$7.18K - $7.24K
|
4.49K
$368K
|
|
|
Feb 08, 2022
Q4 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
74New |
$6.33K - $6.38K
|
74
$6.07K
|
|
|
Jan 02, 2024
Q4 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
70+ 0.39% |
$5.99K - $6.03K
|
18.2K
$1.49M
|
|
|
Jan 21, 2022
Q4 2021
|
Gemmer Asset Management LLC
|
BUY
|
- |
67+ 9.59% |
$5.73K - $5.77K
|
766
$62.8K
|
|
|
Feb 16, 2022
Q4 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
65+ 2.66% |
$5.56K - $5.6K
|
2.51K
$206K
|
|
|
Jan 26, 2022
Q4 2021
|
Transform Wealth, LLC
|
BUY
|
- |
54+ 0.54% |
$4.62K - $4.65K
|
10.1K
$830K
|
|
|
Aug 30, 2024
Q4 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
52+ 5.83% |
$4.45K - $4.48K
|
944
$77.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
44New |
$3.76K - $3.79K
|
44
$3.61K
|
|
|
Jan 28, 2022
Q4 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
42+ 1.62% |
$3.59K - $3.62K
|
2.64K
$217K
|
|
|
Feb 10, 2022
Q4 2021
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
39+ 0.34% |
$3.33K - $3.36K
|
11.5K
$945K
|
|
|
Feb 14, 2022
Q4 2021
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
39+ 7.24% |
$3.33K - $3.36K
|
578
$47.4K
|
|
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
38+ 0.74% |
$3.25K - $3.27K
|
5.16K
$424K
|
|
|
Feb 11, 2022
Q4 2021
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
37+ 1.05% |
$3.16K - $3.19K
|
3.58K
$293K
|
|
|
Jan 13, 2022
Q4 2021
|
Family Capital Trust CO
|
BUY
|
- |
35+ 30.17% |
$2.99K - $3.02K
|
151
$12.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
33New |
$2.82K - $2.84K
|
33
$2.71K
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
32New |
$2.74K - $2.76K
|
32
$2.62K
|
|
|
Feb 10, 2022
Q4 2021
|
Meridian Management CO
|
BUY
|
- |
30+ 0.64% |
$2.57K - $2.59K
|
4.7K
$386K
|
|
|
Feb 10, 2022
Q4 2021
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
28New |
$2.39K - $2.41K
|
28
$2.3K
|
|
|
Feb 02, 2022
Q4 2021
|
Family Firm, Inc.
|
BUY
|
- |
25+ 0.09% |
$2.14K - $2.15K
|
28.9K
$2.37M
|
|
|
Feb 09, 2022
Q4 2021
|
American National Bank
|
BUY
|
- |
24New |
$2.05K - $2.07K
|
24
$1.97K
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
22New |
$1.88K - $1.9K
|
22
$1.8K
|
|
|
Feb 02, 2022
Q4 2021
|
Aull & Monroe Investment Management Corp
Mobile, AL |
BUY
|
- |
20+ 0.78% |
$1.71K - $1.72K
|
2.57K
$211K
|
|
|
Mar 17, 2022
Q4 2021
|
Integrity Financial Corp
|
BUY
|
- |
20New |
$1.71K - $1.72K
|
20
$1.64K
|
|
|
Feb 14, 2022
Q4 2021
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
18+ 0.02% |
$1.54K - $1.55K
|
102K
$8.34M
|
|
|
Feb 14, 2022
Q4 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
12+ 0.01% |
$1.03K - $1.03K
|
101K
$8.27M
|
|
|
Feb 10, 2022
Q4 2021
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
11+ 0.02% |
$941 - $948
|
48.9K
$4.01M
|
|
|
Feb 13, 2024
Q4 2021
|
United Community Bank
Greenville, SC |
BUY
|
- |
10+ 0.16% |
$855 - $862
|
6.31K
$517K
|
|
|
Feb 15, 2022
Q4 2021
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
10+ 0.28% |
$855 - $862
|
3.53K
$290K
|
|
|
May 09, 2023
Q4 2021
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
8New |
$684 - $689
|
8
$656
|
|
|
Jan 25, 2022
Q4 2021
|
First Command Advisory Services, Inc.
|
BUY
|
- |
8New |
$684 - $689
|
8
$656
|
|
|
Feb 14, 2022
Q4 2021
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
6+ 0.09% |
$513 - $517
|
6.41K
$526K
|
|
|
Feb 14, 2022
Q4 2021
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
5+ 0.09% |
$428 - $431
|
5.72K
$469K
|
|
|
Nov 18, 2022
Q4 2021
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
5+ 0.2% |
$428 - $431
|
2.54K
$209K
|
|
|
Feb 09, 2022
Q4 2021
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
4+ 0.15% |
$342 - $345
|
2.65K
$218K
|
|
|
Jan 19, 2022
Q4 2021
|
Ma Private Wealth
|
BUY
|
- |
4+ 0.03% |
$342 - $345
|
13.2K
$1.08M
|