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 06, 2022
Q1 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.07K+ 15.86% |
$89.1K - $91.5K
|
7.82K
$641K
|
|
Apr 26, 2022
Q1 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
1.06K+ 2.28% |
$87.8K - $90.2K
|
47.2K
$3.88M
|
|
Apr 22, 2022
Q1 2022
|
Umb Bank, N.A.
|
BUY
|
- |
1.05K+ 5.06% |
$87.7K - $90K
|
21.9K
$1.8M
|
|
May 27, 2022
Q1 2022
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
1.05K+ 33.05% |
$87.4K - $89.8K
|
4.23K
$347K
|
|
Apr 18, 2022
Q1 2022
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
1.05K+ 4.76% |
$87.4K - $89.8K
|
23.1K
$1.9M
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.03K+ 4.63% |
$85.7K - $88.1K
|
23.3K
$1.91M
|
|
May 10, 2022
Q1 2022
|
Ifs Advisors, LLC
|
BUY
|
- |
1.03K+ 4.62% |
$85.7K - $88K
|
23.3K
$1.91M
|
|
May 03, 2022
Q1 2022
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
1.02KNew |
$85.2K - $87.5K
|
1.02K
$83.9K
|
|
May 11, 2022
Q1 2022
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
1K+ 8.72% |
$83.6K - $85.8K
|
12.5K
$1.03M
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1K+ 86.61% |
$83.5K - $85.7K
|
2.16K
$177K
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
999+ 40.88% |
$83.2K - $85.4K
|
3.44K
$282K
|
|
Apr 12, 2022
Q1 2022
|
Crestwood Advisors Group LLC
|
BUY
|
- |
988+ 3.15% |
$82.3K - $84.5K
|
32.4K
$2.66M
|
|
Apr 29, 2022
Q1 2022
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
933+ 35.15% |
$77.7K - $79.8K
|
3.59K
$294K
|
|
Apr 26, 2022
Q1 2022
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
932+ 6.33% |
$77.6K - $79.7K
|
15.6K
$1.28M
|
|
May 13, 2022
Q1 2022
|
Brighton Jones LLC
|
BUY
|
- |
918+ 37.18% |
$76.4K - $78.5K
|
3.39K
$278K
|
|
Apr 18, 2022
Q1 2022
|
Rede Wealth, LLC
|
BUY
|
- |
878+ 7.6% |
$73.1K - $75.1K
|
12.4K
$1.02M
|
|
May 04, 2022
Q1 2022
|
Hemington Wealth Management
|
BUY
|
- |
865+ 12.2% |
$72K - $73.9K
|
7.96K
$653K
|
|
Apr 18, 2022
Q1 2022
|
Rockland Trust CO
|
BUY
|
- |
850+ 7.6% |
$70.8K - $72.7K
|
12K
$987K
|
|
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
843+ 12.08% |
$70.2K - $72.1K
|
7.82K
$641K
|
|
May 16, 2022
Q1 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
788+ 5.7% |
$65.6K - $67.4K
|
14.6K
$1.2M
|
|
Apr 22, 2022
Q1 2022
|
Bank Of The West
|
BUY
|
- |
730+ 24.21% |
$60.8K - $62.4K
|
3.75K
$307K
|
|
May 16, 2022
Q1 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
709New |
$59K - $60.6K
|
709
$58.2K
|
|
May 17, 2022
Q1 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
648New |
$53.9K - $55.4K
|
648
$53.2K
|
|
Apr 28, 2022
Q1 2022
|
Patten Group, Inc.
|
BUY
|
- |
641+ 15.42% |
$53.4K - $54.8K
|
4.8K
$394K
|
|
Apr 22, 2022
Q1 2022
|
Pacific Financial Group Inc
|
BUY
|
- |
638+ 2.15% |
$53.1K - $54.5K
|
30.4K
$2.49M
|
|
Apr 26, 2022
Q1 2022
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
635+ 8.73% |
$52.9K - $54.3K
|
7.91K
$649K
|
|
May 05, 2022
Q1 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
601+ 23.86% |
$50K - $51.4K
|
3.12K
$256K
|
|
May 12, 2022
Q1 2022
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
590+ 2.71% |
$49.1K - $50.4K
|
22.4K
$1.83M
|
|
May 03, 2022
Q1 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
590+ 15.09% |
$49.1K - $50.4K
|
4.5K
$369K
|
|
May 05, 2022
Q1 2022
|
Anson Capital, Inc.
|
BUY
|
- |
586+ 4.54% |
$48.8K - $50.1K
|
13.5K
$1.11M
|
|
May 16, 2022
Q1 2022
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
577+ 20.08% |
$48K - $49.3K
|
3.45K
$283K
|
|
May 16, 2022
Q1 2022
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
575New |
$47.9K - $49.2K
|
575
$47.2K
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
569+ 21.28% |
$47.4K - $48.6K
|
3.24K
$266K
|
|
May 10, 2022
Q1 2022
|
American Investment Services, Inc.
|
BUY
|
- |
530+ 1.78% |
$44.1K - $45.3K
|
30.4K
$2.49M
|
|
Apr 27, 2022
Q1 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
515+ 3.12% |
$42.9K - $44K
|
17K
$1.39M
|
|
May 16, 2022
Q1 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
514+ 3.04% |
$42.8K - $43.9K
|
17.4K
$1.43M
|
|
Oct 13, 2022
Q1 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
514+ 3.04% |
$42.8K - $43.9K
|
17.4K
$1.43M
|
|
Apr 11, 2022
Q1 2022
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
500+ 71.43% |
$41.6K - $42.7K
|
1.2K
$98.4K
|
|
Apr 29, 2022
Q1 2022
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
493+ 2.45% |
$41K - $42.1K
|
20.7K
$1.69M
|
|
May 10, 2022
Q1 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
472+ 5.59% |
$39.3K - $40.4K
|
8.91K
$731K
|
|
Apr 14, 2022
Q1 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
425+ 3.23% |
$35.4K - $36.3K
|
13.6K
$1.11M
|
|
Apr 29, 2022
Q1 2022
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
417+ 34.75% |
$34.7K - $35.6K
|
1.62K
$133K
|
|
May 17, 2022
Q1 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
416New |
$34.6K - $35.6K
|
416
$34.1K
|
|
Apr 27, 2022
Q1 2022
|
Coho Partners, Ltd.
|
BUY
|
- |
363+ 6.04% |
$30.2K - $31K
|
6.38K
$523K
|
|
May 13, 2022
Q1 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
360+ 105.88% |
$30K - $30.8K
|
700
$57.4K
|
|
Apr 21, 2022
Q1 2022
|
Ballast Advisors LLC
|
BUY
|
- |
358+ 1.17% |
$29.8K - $30.6K
|
30.9K
$2.54M
|
|
Jul 28, 2023
Q1 2022
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
355+ 3.94% |
$29.6K - $30.3K
|
9.37K
$768K
|
|
May 13, 2022
Q1 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
321+ 1.21% |
$26.7K - $27.4K
|
26.9K
$2.2M
|
|
Apr 13, 2022
Q1 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
310+ 6.77% |
$25.8K - $26.5K
|
4.89K
$401K
|
|
May 02, 2022
Q1 2022
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
307+ 6.96% |
$25.6K - $26.2K
|
4.72K
$387K
|