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 |
---|---|---|---|---|---|---|---|
May 11, 2022
Q1 2022
|
Truepoint, Inc.
|
BUY
|
- |
51.1K+ 198.32% |
$4.25M - $4.37M
|
76.9K
$6.29M
|
|
May 12, 2022
Q1 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
49.4K+ 110.26% |
$4.11M - $4.22M
|
94.2K
$7.71M
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
46.8K+ 150.81% |
$3.89M - $4M
|
77.8K
$6.36M
|
|
May 06, 2022
Q1 2022
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
46.2K+ 111.18% |
$3.84M - $3.95M
|
87.7K
$7.17M
|
|
May 02, 2022
Q1 2022
|
Simplex Trading, LLC
|
BUY
|
- |
45.4KNew |
$3.78M - $3.88M
|
45.4K
$3.71M
|
|
Apr 27, 2022
Q1 2022
|
Dorsey Wright & Associates
|
BUY
|
- |
44.8K+ 125.49% |
$3.73M - $3.83M
|
80.5K
$6.58M
|
|
May 16, 2022
Q1 2022
|
Mtc Wealth Management LLC
|
BUY
|
- |
44.6K+ 10.78% |
$3.71M - $3.81M
|
458K
$37.5M
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
43.8K+ 15.62% |
$3.65M - $3.74M
|
324K
$26.5M
|
|
Apr 18, 2022
Q1 2022
|
Sky Oak Wealth, LLC
|
BUY
|
- |
42.5K+ 763.54% |
$3.54M - $3.63M
|
48.1K
$3.93M
|
|
May 12, 2022
Q1 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
40K+ 53.42% |
$3.33M - $3.42M
|
115K
$9.39M
|
|
May 06, 2022
Q1 2022
|
Retirement Group, LLC
|
BUY
|
- |
38.4K+ 753.69% |
$3.2M - $3.29M
|
43.5K
$3.56M
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
35.5K+ 13.86% |
$2.95M - $3.03M
|
291K
$23.8M
|
|
May 13, 2022
Q1 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
34.9K+ 21.98% |
$2.9M - $2.98M
|
194K
$15.8M
|
|
May 11, 2022
Q1 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
34.6K+ 604.71% |
$2.88M - $2.95M
|
40.3K
$3.29M
|
|
May 13, 2022
Q1 2022
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
34.5KNew |
$2.87M - $2.95M
|
34.5K
$2.82M
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
34.3K+ 16.76% |
$2.86M - $2.94M
|
239K
$19.6M
|
|
May 17, 2022
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
34K+ 73.93% |
$2.83M - $2.91M
|
80.1K
$6.55M
|
|
Dec 13, 2023
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
34K+ 73.93% |
$2.83M - $2.91M
|
80.1K
$6.55M
|
|
May 03, 2022
Q1 2022
|
Matson Money. Inc.
|
BUY
|
- |
34K+ 2.52% |
$2.83M - $2.91M
|
1.39M
$113M
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
33.7K+ 1.42% |
$2.8M - $2.88M
|
2.4M
$196M
|
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
32.4K+ 203.52% |
$2.69M - $2.77M
|
48.3K
$3.95M
|
|
May 09, 2022
Q1 2022
|
Novare Capital Management LLC
|
BUY
|
- |
31.6KNew |
$2.63M - $2.7M
|
31.6K
$2.59M
|
|
May 11, 2022
Q1 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
30.9K+ 2.88% |
$2.57M - $2.64M
|
1.1M
$90.3M
|
|
May 16, 2022
Q1 2022
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
30.9KNew |
$2.57M - $2.64M
|
30.9K
$2.52M
|
|
May 16, 2022
Q1 2022
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
30.8K+ 39.21% |
$2.57M - $2.64M
|
109K
$8.95M
|
|
May 05, 2022
Q1 2022
|
Regency Capital Management Inc.\De
|
BUY
|
- |
30.6KNew |
$2.54M - $2.61M
|
30.6K
$2.5M
|
|
Apr 22, 2022
Q1 2022
|
Peak Financial Advisors LLC
|
BUY
|
- |
29.4KNew |
$2.45M - $2.51M
|
29.4K
$2.4M
|
|
May 06, 2022
Q1 2022
|
Klingman & Associates, LLC
|
BUY
|
- |
28.4KNew |
$2.37M - $2.43M
|
28.4K
$2.32M
|
|
May 13, 2022
Q1 2022
|
Rmr Wealth Builders
|
BUY
|
- |
27.6KNew |
$2.29M - $2.36M
|
27.6K
$2.25M
|
|
May 10, 2022
Q1 2022
|
Ascent Group, LLC
|
BUY
|
- |
26.8K+ 23.53% |
$2.23M - $2.29M
|
141K
$11.5M
|
|
May 16, 2022
Q1 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
26.4K+ 57.27% |
$2.2M - $2.26M
|
72.4K
$5.92M
|
|
May 10, 2022
Q1 2022
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
26.3KNew |
$2.19M - $2.24M
|
26.3K
$2.15M
|
|
Apr 29, 2022
Q1 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
25.9K+ 677.12% |
$2.15M - $2.21M
|
29.7K
$2.43M
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
25.6K+ 56.45% |
$2.13M - $2.19M
|
70.9K
$5.8M
|
|
May 03, 2022
Q1 2022
|
Dubuque Bank & Trust CO
|
BUY
|
- |
25.2K+ 20.58% |
$2.1M - $2.15M
|
148K
$12.1M
|
|
May 05, 2022
Q1 2022
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
24.5KNew |
$2.04M - $2.1M
|
24.5K
$2M
|
|
May 03, 2022
Q1 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
24.2KNew |
$2.01M - $2.06M
|
24.2K
$1.98M
|
|
May 16, 2022
Q1 2022
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
23.7K+ 151.31% |
$1.97M - $2.02M
|
39.3K
$3.21M
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
22.5K+ 8773.44% |
$1.87M - $1.92M
|
22.7K
$1.86M
|
|
May 09, 2022
Q1 2022
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
22.4KNew |
$1.87M - $1.92M
|
22.4K
$1.83M
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
21.5K+ 67.39% |
$1.79M - $1.84M
|
53.4K
$4.37M
|
|
May 17, 2022
Q1 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
21.4K+ 11.03% |
$1.78M - $1.83M
|
216K
$17.7M
|
|
May 13, 2022
Q1 2022
|
Natixis
Paris, I0 |
BUY
|
- |
20.1K+ 2.56% |
$1.67M - $1.72M
|
806K
$65.9M
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
BUY
|
- |
20.1K+ 20.89% |
$1.67M - $1.72M
|
116K
$9.5M
|
|
Apr 26, 2022
Q1 2022
|
America First Investment Advisors, LLC
|
BUY
|
- |
19.9K+ 90.84% |
$1.65M - $1.7M
|
41.7K
$3.41M
|
|
May 13, 2022
Q1 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
19.8K+ 116.66% |
$1.65M - $1.69M
|
36.8K
$3.01M
|
|
May 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
19.5KNew |
$1.62M - $1.67M
|
19.5K
$1.59M
|
|
May 13, 2022
Q1 2022
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
18.8KNew |
$1.56M - $1.61M
|
18.8K
$1.54M
|
|
May 16, 2022
Q1 2022
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
18.6K+ 28.12% |
$1.55M - $1.59M
|
84.7K
$6.93M
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
18.1K+ 36.35% |
$1.5M - $1.54M
|
67.8K
$5.54M
|