Purchases and Sales Made in Q1 2022 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 Q1 2022. 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 |
---|---|---|---|---|---|---|---|
Apr 28, 2022
Q1 2022
|
Cambiar Investors LLC
|
SELL
|
- |
-3.76K- 4.27% |
$313K - $321K
|
84.1K
$6.9M
|
|
May 13, 2022
Q1 2022
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-3.8K- 3.25% |
$316K - $325K
|
113K
$9.28M
|
|
May 05, 2022
Q1 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-3.81K- 62.65% |
$318K - $326K
|
2.27K
$187K
|
|
May 13, 2022
Q1 2022
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-3.96K- 7.8% |
$330K - $339K
|
46.8K
$3.84M
|
|
Apr 18, 2022
Q1 2022
|
Defined Wealth Management, LLC
|
SELL
|
- |
-3.97K- 40.05% |
$331K - $340K
|
5.95K
$488K
|
|
Apr 28, 2022
Q1 2022
|
Bank Hapoalim Bm
|
SELL
|
- |
-4.01K- 36.27% |
$333K - $342K
|
7.04K
$577K
|
|
May 13, 2022
Q1 2022
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-4.34K- 45.24% |
$361K - $371K
|
5.25K
$431K
|
|
Apr 26, 2022
Q1 2022
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-4.35K- 6.37% |
$362K - $372K
|
63.9K
$5.24M
|
|
May 09, 2022
Q1 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-4.44K- 5.45% |
$369K - $379K
|
76.9K
$6.31M
|
|
May 10, 2022
Q1 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-4.53K- 97.56% |
$377K - $387K
|
113
$9.27K
|
|
Apr 12, 2022
Q1 2022
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-4.61K- 18.11% |
$384K - $394K
|
20.9K
$1.71M
|
|
May 12, 2022
Q1 2022
|
Starfox Financial Services, LLC
The Woodlands, TX |
SELL
|
- |
-4.67K- 3.48% |
$389K - $399K
|
130K
$10.6M
|
|
May 04, 2022
Q1 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-4.7K- 9.9% |
$391K - $402K
|
42.8K
$3.51M
|
|
Apr 28, 2022
Q1 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-4.72K- 62.46% |
$393K - $403K
|
2.83K
$233K
|
|
Apr 13, 2022
Q1 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-4.74K- 22.09% |
$394K - $405K
|
16.7K
$1.37M
|
|
Apr 06, 2022
Q1 2022
|
Telemus Capital, LLC
|
SELL
|
- |
-4.87K- 6.62% |
$405K - $416K
|
68.7K
$5.63M
|
|
May 02, 2022
Q1 2022
|
Nelson Capital Management, LLC
|
SELL
|
- |
-4.88K- 44.39% |
$407K - $417K
|
6.12K
$502K
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-5.06K- 24.93% |
$421K - $433K
|
15.2K
$1.25M
|
|
May 04, 2022
Q1 2022
|
Darwin Advisors, LLC
|
SELL
|
- |
-5.06K- 18.85% |
$422K - $433K
|
21.8K
$1.79M
|
|
May 16, 2022
Q1 2022
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-5.07K- 9.36% |
$422K - $433K
|
49.1K
$4.03M
|
|
May 02, 2022
Q1 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-5.13K- 6.18% |
$427K - $439K
|
77.9K
$6.39M
|
|
May 11, 2022
Q1 2022
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-5.2KClosed |
$433K - $445K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-5.25KClosed |
$437K - $449K
|
0
$0
|
|
Apr 11, 2022
Q1 2022
|
Unconventional Investor, LLC
|
SELL
|
- |
-5.27K- 57.5% |
$439K - $451K
|
3.9K
$320K
|
|
May 16, 2022
Q1 2022
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-5.35K- 41.71% |
$446K - $458K
|
7.48K
$614K
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-5.4K- 9.95% |
$449K - $461K
|
48.9K
$4.01M
|
|
Apr 27, 2022
Q1 2022
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-5.49KClosed |
$457K - $469K
|
0
$0
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-5.59K- 4.19% |
$465K - $478K
|
128K
$10.5M
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-5.75K- 18.64% |
$478K - $491K
|
25.1K
$2.06M
|
|
Apr 05, 2022
Q1 2022
|
Trust CO Of Vermont
|
SELL
|
- |
-5.8KClosed |
$483K - $496K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Patriot Investment Management Inc.
|
SELL
|
- |
-5.84K- 15.27% |
$486K - $499K
|
32.4K
$2.66M
|
|
Apr 14, 2022
Q1 2022
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-5.98KClosed |
$498K - $511K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Wolf Group Capital Advisors
|
SELL
|
- |
-5.99KClosed |
$498K - $512K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Jag Capital Management, LLC
|
SELL
|
- |
-5.99KClosed |
$499K - $512K
|
0
$0
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-6.04K- 4.05% |
$503K - $517K
|
143K
$11.7M
|
|
May 03, 2022
Q1 2022
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-6.06K- 25.93% |
$504K - $518K
|
17.3K
$1.42M
|
|
Apr 14, 2022
Q1 2022
|
Twele Capital Management, Inc.
|
SELL
|
- |
-6.07K- 4.09% |
$505K - $519K
|
142K
$11.7M
|
|
May 09, 2022
Q1 2022
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-6.12K- 12.48% |
$510K - $524K
|
42.9K
$3.52M
|
|
May 20, 2022
Q1 2022
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-6.18K- 20.38% |
$514K - $528K
|
24.1K
$1.98M
|
|
May 13, 2022
Q1 2022
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-6.18K- 13.62% |
$514K - $528K
|
39.2K
$3.21M
|
|
May 16, 2022
Q1 2022
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-6.24K- 37.97% |
$519K - $533K
|
10.2K
$836K
|
|
Apr 08, 2022
Q1 2022
|
Summit Financial Group, Inc.
|
SELL
|
- |
-6.35K- 10.37% |
$528K - $542K
|
54.9K
$4.5M
|
|
May 05, 2022
Q1 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-6.39K- 12.94% |
$532K - $547K
|
43K
$3.53M
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-6.43K- 14.32% |
$535K - $550K
|
38.5K
$3.16M
|
|
May 12, 2022
Q1 2022
|
X Square Capital, LLC
|
SELL
|
- |
-6.45K- 62.8% |
$537K - $551K
|
3.82K
$313K
|
|
May 11, 2022
Q1 2022
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-6.6K- 3.2% |
$550K - $564K
|
200K
$16.4M
|
|
Aug 11, 2023
Q1 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-6.64K- 29.28% |
$553K - $568K
|
16K
$1.32M
|
|
May 04, 2022
Q1 2022
|
Ma Private Wealth
|
SELL
|
- |
-6.68K- 50.54% |
$556K - $571K
|
6.54K
$536K
|
|
May 06, 2022
Q1 2022
|
Ntv Asset Management LLC
|
SELL
|
- |
-6.74K- 5.57% |
$561K - $577K
|
114K
$9.38M
|
|
May 09, 2022
Q1 2022
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-6.77K- 69.54% |
$563K - $578K
|
2.96K
$243K
|