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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2022
Q2 2022
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-20Closed |
$1.64K - $1.67K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Meridian Management CO
|
SELL
|
- |
-20- 0.43% |
$1.64K - $1.67K
|
4.67K
$383K
|
|
|
Jul 13, 2022
Q2 2022
|
Rockland Trust CO
|
SELL
|
- |
-21- 0.17% |
$1.72K - $1.75K
|
12K
$985K
|
|
|
Jul 25, 2022
Q2 2022
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-24- 0.23% |
$1.97K - $2K
|
10.3K
$843K
|
|
|
Aug 08, 2022
Q2 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-25- 0.88% |
$2.05K - $2.09K
|
2.81K
$230K
|
|
|
Aug 02, 2022
Q2 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-35- 14.17% |
$2.87K - $2.92K
|
212
$17.4K
|
|
|
Aug 12, 2022
Q2 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-35- 0.36% |
$2.87K - $2.92K
|
9.75K
$799K
|
|
|
Aug 11, 2022
Q2 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-40Closed |
$3.28K - $3.34K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-42- 0.27% |
$3.44K - $3.51K
|
15.4K
$1.26M
|
|
|
Aug 01, 2022
Q2 2022
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-45- 5.59% |
$3.69K - $3.76K
|
760
$62.4K
|
|
|
Aug 12, 2022
Q2 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-46- 3.78% |
$3.77K - $3.84K
|
1.17K
$96.1K
|
|
|
Jul 15, 2022
Q2 2022
|
Norway Savings Bank
|
SELL
|
- |
-50Closed |
$4.1K - $4.17K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-50- 0.49% |
$4.1K - $4.17K
|
10.1K
$825K
|
|
|
Jul 06, 2022
Q2 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-54- 51.92% |
$4.43K - $4.51K
|
50
$4.1K
|
|
|
Aug 12, 2022
Q2 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-55- 0.88% |
$4.51K - $4.59K
|
6.22K
$510K
|
|
|
Jul 29, 2022
Q2 2022
|
Kingfisher Capital LLC
|
SELL
|
- |
-59- 0.53% |
$4.84K - $4.93K
|
11.1K
$914K
|
|
|
Aug 15, 2022
Q2 2022
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-60- 1.44% |
$4.92K - $5.01K
|
4.1K
$337K
|
|
|
Jul 27, 2022
Q2 2022
|
Sinecera Capital, LLC
|
SELL
|
- |
-62- 0.67% |
$5.08K - $5.18K
|
9.22K
$756K
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO
|
SELL
|
- |
-67- 0.83% |
$5.49K - $5.59K
|
8.01K
$657K
|
|
|
Jul 14, 2022
Q2 2022
|
Tompkins Financial Corp
|
SELL
|
- |
-67- 0.39% |
$5.49K - $5.59K
|
17.2K
$1.41M
|
|
|
Jul 15, 2022
Q2 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-81- 2.57% |
$6.64K - $6.76K
|
3.07K
$252K
|
|
|
Aug 12, 2022
Q2 2022
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-95- 1.09% |
$7.79K - $7.93K
|
8.6K
$706K
|
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
SELL
|
- |
-96- 2.45% |
$7.87K - $8.01K
|
3.83K
$314K
|
|
|
Aug 11, 2022
Q2 2022
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-96Closed |
$7.87K - $8.01K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-103- 2.04% |
$8.44K - $8.6K
|
4.96K
$407K
|
|
|
Aug 11, 2022
Q2 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-104- 1.28% |
$8.52K - $8.68K
|
8.05K
$661K
|
|
|
Jul 15, 2022
Q2 2022
|
Unconventional Investor, LLC
|
SELL
|
- |
-108- 2.77% |
$8.85K - $9.02K
|
3.79K
$311K
|
|
|
Jul 22, 2022
Q2 2022
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-108- 1.49% |
$8.85K - $9.02K
|
7.15K
$586K
|
|
|
Aug 15, 2022
Q2 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-113Closed |
$9.26K - $9.43K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-113- 2.34% |
$9.26K - $9.43K
|
4.72K
$387K
|
|
|
Aug 19, 2022
Q2 2022
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-115- 8.27% |
$9.43K - $9.6K
|
1.28K
$105K
|
|
|
Jul 29, 2022
Q2 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-119- 7.92% |
$9.75K - $9.93K
|
1.38K
$113K
|
|
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-121- 95.28% |
$9.92K - $10.1K
|
6
$492
|
|
|
Aug 11, 2022
Q2 2022
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-125- 2.28% |
$10.2K - $10.4K
|
5.36K
$439K
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-127- 0.55% |
$10.4K - $10.6K
|
23.2K
$1.9M
|
|
|
Jul 28, 2022
Q2 2022
|
Apexium Financial, LP
|
SELL
|
- |
-128- 1.86% |
$10.5K - $10.7K
|
6.75K
$553K
|
|
|
Aug 03, 2022
Q2 2022
|
Spc Financial, Inc.
|
SELL
|
- |
-129- 2.12% |
$10.6K - $10.8K
|
5.95K
$488K
|
|
|
Aug 05, 2022
Q2 2022
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-129- 0.17% |
$10.6K - $10.8K
|
77.7K
$6.37M
|
|
|
Aug 15, 2022
Q2 2022
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-132- 2.06% |
$10.8K - $11K
|
6.29K
$516K
|
|
|
Aug 03, 2022
Q2 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-137- 0.5% |
$11.2K - $11.4K
|
27K
$2.22M
|
|
|
Jul 25, 2022
Q2 2022
|
Private Ocean, LLC
|
SELL
|
- |
-148- 82.68% |
$12.1K - $12.4K
|
31
$2.54K
|
|
|
Aug 10, 2022
Q2 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-150Closed |
$12.3K - $12.5K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Cambiar Investors LLC
|
SELL
|
- |
-151- 0.18% |
$12.4K - $12.6K
|
83.9K
$6.89M
|
|
|
Aug 09, 2022
Q2 2022
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-153- 0.62% |
$12.5K - $12.8K
|
24.4K
$2M
|
|
|
Aug 12, 2022
Q2 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-156Closed |
$12.8K - $13K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-159Closed |
$13K - $13.3K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-165Closed |
$13.5K - $13.8K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-167- 7.34% |
$13.7K - $13.9K
|
2.11K
$173K
|
|
|
Aug 05, 2022
Q2 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-190- 67.86% |
$15.6K - $15.9K
|
90
$7.38K
|
|
|
Jul 21, 2022
Q2 2022
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-197- 3.14% |
$16.1K - $16.4K
|
6.08K
$499K
|