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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2022
Q2 2022
|
X Square Capital, LLC
|
SELL
|
- |
-200- 5.24% |
$16.4K - $16.7K
|
3.62K
$297K
|
|
|
Aug 11, 2022
Q2 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-204- 2.56% |
$16.7K - $17K
|
7.76K
$637K
|
|
|
Aug 15, 2022
Q2 2022
|
Vericrest Private Wealth
Newtown, PA |
SELL
|
- |
-207- 4.38% |
$17K - $17.3K
|
4.52K
$371K
|
|
|
Jul 13, 2022
Q2 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-208- 19.03% |
$17K - $17.4K
|
885
$72.6K
|
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-211- 62.61% |
$17.3K - $17.6K
|
126
$10.3K
|
|
|
Jul 14, 2022
Q2 2022
|
Krilogy Financial LLC
|
SELL
|
- |
-237- 4.13% |
$19.4K - $19.8K
|
5.5K
$451K
|
|
|
Aug 02, 2022
Q2 2022
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-245- 0.85% |
$20.1K - $20.5K
|
28.7K
$2.35M
|
|
|
Aug 05, 2022
Q2 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-250- 0.23% |
$20.5K - $20.9K
|
107K
$8.79M
|
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-252- 1.45% |
$20.7K - $21K
|
17.2K
$1.41M
|
|
|
Aug 11, 2022
Q2 2022
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-255- 2.04% |
$20.9K - $21.3K
|
12.3K
$1.01M
|
|
|
Jul 13, 2022
Q2 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-256- 5.97% |
$21K - $21.4K
|
4.03K
$331K
|
|
|
Aug 02, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-264Closed |
$21.6K - $22K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
First Hawaiian Bank
|
SELL
|
- |
-268- 2.39% |
$22K - $22.4K
|
10.9K
$897K
|
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
SELL
|
- |
-270- 7.34% |
$22.1K - $22.5K
|
3.41K
$280K
|
|
|
Aug 05, 2022
Q2 2022
|
L.M. Kohn & Company
|
SELL
|
- |
-271- 1.84% |
$22.2K - $22.6K
|
14.5K
$1.19M
|
|
|
Jul 13, 2022
Q2 2022
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-275- 4.46% |
$22.5K - $23K
|
5.9K
$484K
|
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-276Closed |
$22.6K - $23K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-287- 5.79% |
$23.5K - $24K
|
4.67K
$383K
|
|
|
Aug 04, 2022
Q2 2022
|
Pecaut & Co.
|
SELL
|
- |
-290Closed |
$23.8K - $24.2K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-300- 20.07% |
$24.6K - $25K
|
1.2K
$98K
|
|
|
Aug 05, 2022
Q2 2022
|
Jacobi Capital Management LLC
|
SELL
|
- |
-300- 3.31% |
$24.6K - $25K
|
8.76K
$719K
|
|
|
Aug 11, 2022
Q2 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-300- 2.1% |
$24.6K - $25K
|
14K
$1.15M
|
|
|
Jul 07, 2022
Q2 2022
|
Stephens Group Asset Management, LLC
|
SELL
|
- |
-300- 8.9% |
$24.6K - $25K
|
3.07K
$252K
|
|
|
Jul 07, 2022
Q2 2022
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-327- 1.41% |
$26.8K - $27.3K
|
22.8K
$1.87M
|
|
|
Jul 22, 2022
Q2 2022
|
Sns Financial Group, LLC
|
SELL
|
- |
-339- 8.94% |
$27.8K - $28.3K
|
3.45K
$283K
|
|
|
Jul 14, 2022
Q2 2022
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-355- 8.22% |
$29.1K - $29.6K
|
3.96K
$325K
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-355- 10.98% |
$29.1K - $29.6K
|
2.88K
$236K
|
|
|
Aug 08, 2022
Q2 2022
|
Sfmg, LLC
|
SELL
|
- |
-367- 1.06% |
$30.1K - $30.6K
|
34.1K
$2.8M
|
|
|
Aug 02, 2022
Q2 2022
|
Bank Of The West
|
SELL
|
- |
-375- 10.01% |
$30.7K - $31.3K
|
3.37K
$276K
|
|
|
Aug 11, 2022
Q2 2022
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-379- 1.08% |
$31.1K - $31.6K
|
34.9K
$2.86M
|
|
|
Jul 14, 2022
Q2 2022
|
Peak Financial Advisors LLC
|
SELL
|
- |
-380- 1.29% |
$31.1K - $31.7K
|
29K
$2.38M
|
|
|
Jul 27, 2022
Q2 2022
|
De Dora Capital, Inc.
|
SELL
|
- |
-389- 4.44% |
$31.9K - $32.5K
|
8.38K
$687K
|
|
|
Jul 13, 2022
Q2 2022
|
Silicon Valley Capital Partners
|
SELL
|
- |
-394- 2.62% |
$32.3K - $32.9K
|
14.6K
$1.2M
|
|
|
Aug 10, 2022
Q2 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-396- 56.57% |
$32.5K - $33.1K
|
304
$24.9K
|
|
|
Jul 21, 2022
Q2 2022
|
Investors Research Corp
|
SELL
|
- |
-401- 59.23% |
$32.9K - $33.5K
|
276
$22.6K
|
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-419- 3.15% |
$34.3K - $35K
|
12.9K
$1.06M
|
|
|
Jul 19, 2022
Q2 2022
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-430- 1.92% |
$35.2K - $35.9K
|
21.9K
$1.8M
|
|
|
Jul 08, 2022
Q2 2022
|
Bank Of New Hampshire
|
SELL
|
- |
-430- 22.3% |
$35.2K - $35.9K
|
1.5K
$123K
|
|
|
Aug 12, 2022
Q2 2022
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-432- 7.58% |
$35.4K - $36.1K
|
5.27K
$432K
|
|
|
Jul 13, 2022
Q2 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-438- 7.62% |
$35.9K - $36.6K
|
5.31K
$436K
|
|
|
Aug 15, 2022
Q2 2022
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-440- 12.45% |
$36.1K - $36.7K
|
3.09K
$254K
|
|
|
Aug 02, 2022
Q2 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-447- 9.82% |
$36.6K - $37.3K
|
4.1K
$337K
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-457- 0.78% |
$37.5K - $38.2K
|
57.8K
$4.74M
|
|
|
Aug 15, 2022
Q2 2022
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-478- 5.41% |
$39.2K - $39.9K
|
8.36K
$686K
|
|
|
Jul 19, 2022
Q2 2022
|
Gfs Advisors, LLC
|
SELL
|
- |
-500- 9.09% |
$41K - $41.7K
|
5K
$410K
|
|
|
Aug 01, 2022
Q2 2022
|
Independent Family Office, LLC
|
SELL
|
- |
-500- 1.45% |
$41K - $41.7K
|
34.1K
$2.79M
|
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-502- 25.21% |
$41.1K - $41.9K
|
1.49K
$122K
|
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-507- 0.51% |
$41.6K - $42.3K
|
99.7K
$8.18M
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-516Closed |
$42.3K - $43.1K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-520- 2.49% |
$42.6K - $43.4K
|
20.3K
$1.67M
|