Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
6.79M+ 47.18% |
$557M - $567M
|
21.2M
$1.73B
|
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
6.79M+ 47.18% |
$557M - $567M
|
21.2M
$1.73B
|
|
|
Jul 15, 2022
Q2 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
4.32M+ 2169.46% |
$354M - $360M
|
4.51M
$369M
|
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.34M+ 25.71% |
$274M - $279M
|
16.4M
$1.34B
|
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
BUY
|
- |
3.05M+ 776.58% |
$250M - $255M
|
3.44M
$282M
|
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.91M+ 2056.75% |
$238M - $243M
|
3.05M
$249M
|
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.86M+ 49.47% |
$235M - $239M
|
8.65M
$707M
|
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.31M+ 38.71% |
$189M - $193M
|
8.28M
$677M
|
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
BUY
|
- |
1.95M+ 182.62% |
$160M - $163M
|
3.02M
$247M
|
|
|
Aug 15, 2022
Q2 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
1.78M+ 94.79% |
$146M - $148M
|
3.65M
$298M
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.75M+ 43.13% |
$143M - $146M
|
5.8M
$474M
|
|
|
Aug 15, 2022
Q2 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
1.62M+ 198.94% |
$133M - $135M
|
2.43M
$199M
|
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
BUY
|
- |
1.61M+ 12.13% |
$132M - $134M
|
14.9M
$1.22B
|
|
|
Aug 11, 2022
Q2 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.56M+ 11.47% |
$128M - $130M
|
15.2M
$1.24B
|
|
|
Jul 29, 2022
Q2 2022
|
Sg Americas Securities, LLC
|
BUY
|
- |
1.48M+ 966.49% |
$121M - $123M
|
1.63M
$133M
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
1.35M+ 26.87% |
$111M - $113M
|
6.37M
$521M
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.01M+ 130.91% |
$82.5M - $84.1M
|
1.78M
$145M
|
|
|
Aug 11, 2022
Q2 2022
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
983K+ 1586.0% |
$80.6M - $82M
|
1.04M
$85.4M
|
|
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
978K+ 253.59% |
$80.2M - $81.6M
|
1.36M
$112M
|
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
971K+ 299.69% |
$79.6M - $81.1M
|
1.3M
$106M
|
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
903K+ 117.74% |
$74.1M - $75.4M
|
1.67M
$137M
|
|
|
Jul 28, 2022
Q2 2022
|
Gen Wealth Group, Inc.
|
BUY
|
- |
893KNew |
$73.2M - $74.5M
|
893K
$73M
|
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
885K+ 23.29% |
$72.5M - $73.9M
|
4.68M
$383M
|
|
|
Aug 15, 2022
Q2 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
843K+ 76.3% |
$69.1M - $70.3M
|
1.95M
$159M
|
|
|
Jul 27, 2022
Q2 2022
|
Bailard, Inc.
|
BUY
|
- |
814KNew |
$66.7M - $67.9M
|
814K
$66.5M
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
800K+ 5884.23% |
$65.6M - $66.8M
|
814K
$66.5M
|
|
|
Aug 15, 2022
Q2 2022
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
789KNew |
$64.7M - $65.9M
|
789K
$64.5M
|
|
|
Aug 15, 2022
Q2 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
776K+ 604.37% |
$63.6M - $64.8M
|
905K
$74M
|
|
|
Aug 12, 2022
Q2 2022
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
773K+ 1074.46% |
$63.3M - $64.5M
|
845K
$69.1M
|
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
677K+ 28.23% |
$55.5M - $56.5M
|
3.08M
$252M
|
|
|
Aug 15, 2022
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
641KNew |
$52.6M - $53.5M
|
641K
$52.4M
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
634K+ 56.99% |
$52M - $52.9M
|
1.75M
$143M
|
|
|
Jul 28, 2022
Q2 2022
|
Banco Santander, S.A.
|
BUY
|
- |
577K+ 1541.23% |
$47.3M - $48.2M
|
614K
$50.2M
|
|
|
Jul 11, 2022
Q2 2022
|
Innova Wealth Partners
|
BUY
|
- |
551K+ 499.16% |
$45.2M - $46M
|
662K
$54.1M
|
|
|
Aug 25, 2022
Q2 2022
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
539KNew |
$44.2M - $45M
|
539K
$44.1M
|
|
|
Aug 15, 2022
Q2 2022
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
521K+ 132.89% |
$42.7M - $43.5M
|
913K
$74.7M
|
|
|
Aug 12, 2022
Q2 2022
|
Prudential PLC
London, England, X0 |
BUY
|
- |
480KNew |
$39.3M - $40M
|
480K
$39.2M
|
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
475KNew |
$38.9M - $39.6M
|
475K
$38.8M
|
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
456K+ 343.55% |
$37.4M - $38.1M
|
589K
$48.1M
|
|
|
Jul 11, 2022
Q2 2022
|
Brookstone Capital Management
|
BUY
|
- |
449K+ 50.71% |
$36.8M - $37.5M
|
1.34M
$109M
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
442K+ 51.02% |
$36.2M - $36.9M
|
1.31M
$107M
|
|
|
Aug 12, 2022
Q2 2022
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
438KNew |
$35.9M - $36.5M
|
438K
$35.8M
|
|
|
Aug 05, 2022
Q2 2022
|
M&T Bank Corp
|
BUY
|
- |
425K+ 1760.09% |
$34.8M - $35.5M
|
449K
$36.7M
|
|
|
Jul 22, 2022
Q2 2022
|
Edge Wealth Management LLC
|
BUY
|
- |
410KNew |
$33.6M - $34.2M
|
410K
$33.5M
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
395K+ 81.33% |
$32.4M - $33M
|
880K
$72M
|
|
|
Aug 10, 2022
Q2 2022
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
393K+ 560.75% |
$32.2M - $32.8M
|
463K
$37.9M
|
|
|
Jul 15, 2022
Q2 2022
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
346KNew |
$28.4M - $28.9M
|
346K
$28.3M
|
|
|
Aug 11, 2022
Q2 2022
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
339KNew |
$27.8M - $28.3M
|
339K
$27.7M
|
|
|
Aug 08, 2022
Q2 2022
|
Hilton Capital Management, LLC
|
BUY
|
- |
318K+ 71.49% |
$26.1M - $26.6M
|
764K
$62.5M
|
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
BUY
|
- |
299K+ 126.74% |
$24.5M - $25M
|
535K
$43.8M
|