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 |
|---|---|---|---|---|---|---|---|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
19.1K+ 11.82% |
$1.57M - $1.6M
|
181K
$14.9M
|
|
|
Jul 22, 2022
Q2 2022
|
Rovin Capital
|
BUY
|
- |
18.8KNew |
$1.54M - $1.57M
|
18.8K
$1.54M
|
|
|
Jan 12, 2023
Q2 2022
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
18.3K+ 21.47% |
$1.5M - $1.53M
|
104K
$8.51M
|
|
|
Jul 29, 2022
Q2 2022
|
Single Point Partners, LLC
|
BUY
|
- |
18.3KNew |
$1.5M - $1.53M
|
18.3K
$1.5M
|
|
|
Aug 15, 2022
Q2 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
18.3K+ 24.73% |
$1.5M - $1.53M
|
92.2K
$7.56M
|
|
|
Jul 20, 2022
Q2 2022
|
Values First Advisors, Inc.
|
BUY
|
- |
17.8K+ 89.89% |
$1.46M - $1.49M
|
37.6K
$3.09M
|
|
|
Jul 26, 2022
Q2 2022
|
Apeiron Ria LLC
|
BUY
|
- |
17.7K+ 90.9% |
$1.45M - $1.48M
|
37.1K
$3.05M
|
|
|
Jul 26, 2022
Q2 2022
|
Great Diamond Partners, LLC
|
BUY
|
- |
17.5KNew |
$1.44M - $1.46M
|
17.5K
$1.44M
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
17.2KNew |
$1.41M - $1.44M
|
17.2K
$1.42M
|
|
|
Jul 22, 2022
Q2 2022
|
Forte Asset Management LLC
|
BUY
|
- |
16.6KNew |
$1.36M - $1.39M
|
16.6K
$1.36M
|
|
|
Aug 12, 2022
Q2 2022
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
16.6K+ 121.14% |
$1.36M - $1.38M
|
30.3K
$2.48M
|
|
|
Jul 18, 2022
Q2 2022
|
Occidental Asset Management, LLC
|
BUY
|
- |
16.2KNew |
$1.32M - $1.35M
|
16.2K
$1.33M
|
|
|
Aug 12, 2022
Q2 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
16KNew |
$1.31M - $1.33M
|
16K
$1.31M
|
|
|
Aug 11, 2022
Q2 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
15.9K+ 53.71% |
$1.31M - $1.33M
|
45.6K
$3.74M
|
|
|
Aug 10, 2022
Q2 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
15.6KNew |
$1.28M - $1.3M
|
15.6K
$1.28M
|
|
|
Aug 15, 2022
Q2 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
15.6KNew |
$1.28M - $1.3M
|
15.6K
$1.28M
|
|
|
Aug 10, 2022
Q2 2022
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
15.5K+ 2695.48% |
$1.27M - $1.29M
|
16.1K
$1.32M
|
|
|
Aug 15, 2022
Q2 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
15.4K+ 98.5% |
$1.26M - $1.28M
|
31K
$2.54M
|
|
|
Aug 12, 2022
Q2 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
15.1KNew |
$1.24M - $1.26M
|
15.1K
$1.24M
|
|
|
Aug 15, 2022
Q2 2022
|
Ascendant Capital Management, LLC
Los Angeles, CA |
BUY
|
- |
15KNew |
$1.23M - $1.25M
|
15K
$1.23M
|
|
|
Aug 11, 2023
Q2 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
14.8K+ 92.48% |
$1.22M - $1.24M
|
30.9K
$2.53M
|
|
|
Aug 15, 2022
Q2 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
14.8K+ 92.48% |
$1.22M - $1.24M
|
30.9K
$2.53M
|
|
|
Aug 11, 2022
Q2 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
14.7K+ 128.97% |
$1.21M - $1.23M
|
26.1K
$2.14M
|
|
|
Aug 10, 2022
Q2 2022
|
Telemus Capital, LLC
|
BUY
|
- |
14.2K+ 20.63% |
$1.16M - $1.18M
|
82.8K
$6.8M
|
|
|
Aug 09, 2022
Q2 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
14.1K+ 15.73% |
$1.16M - $1.18M
|
104K
$8.51M
|
|
|
Jul 27, 2022
Q2 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
13.7K+ 59.78% |
$1.13M - $1.15M
|
36.7K
$3.01M
|
|
|
Jul 21, 2022
Q2 2022
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
13.7KNew |
$1.12M - $1.15M
|
13.7K
$1.13M
|
|
|
Jul 19, 2022
Q2 2022
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
13.7K+ 91.73% |
$1.12M - $1.14M
|
28.6K
$2.35M
|
|
|
Aug 11, 2022
Q2 2022
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
13.6K+ 17.28% |
$1.12M - $1.14M
|
92.4K
$7.58M
|
|
|
Jul 07, 2022
Q2 2022
|
Crestwood Advisors Group LLC
|
BUY
|
- |
13.6K+ 41.9% |
$1.11M - $1.13M
|
45.9K
$3.77M
|
|
|
Aug 11, 2022
Q2 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
13.1K+ 32.49% |
$1.07M - $1.09M
|
53.4K
$4.38M
|
|
|
Jul 28, 2022
Q2 2022
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
12.9KNew |
$1.06M - $1.08M
|
12.9K
$1.06M
|
|
|
Jul 13, 2022
Q2 2022
|
Hbw Advisory Services LLC
|
BUY
|
- |
12.6K+ 215.04% |
$1.03M - $1.05M
|
18.4K
$1.51M
|
|
|
Aug 02, 2022
Q2 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
12.5K+ 109.29% |
$1.03M - $1.04M
|
24K
$1.97M
|
|
|
Aug 12, 2022
Q2 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
12.5K+ 478.2% |
$1.03M - $1.04M
|
15.1K
$1.24M
|
|
|
Jul 27, 2022
Q2 2022
|
Vontobel Holding Ltd.
|
BUY
|
- |
12.3K+ 114.02% |
$1.01M - $1.03M
|
23.2K
$1.9M
|
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
12.3K+ 32.26% |
$1.01M - $1.02M
|
50.3K
$4.12M
|
|
|
Aug 10, 2022
Q2 2022
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
12.1K+ 133.46% |
$989K - $1.01M
|
21.1K
$1.73M
|
|
|
Aug 08, 2022
Q2 2022
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
12K+ 34.7% |
$982K - $1M
|
46.5K
$3.81M
|
|
|
Aug 15, 2022
Q2 2022
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
11.8KNew |
$971K - $989K
|
11.8K
$972K
|
|
|
Aug 12, 2022
Q2 2022
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
11.8K+ 105.35% |
$966K - $984K
|
23K
$1.88M
|
|
|
Jul 25, 2022
Q2 2022
|
Defined Wealth Management, LLC
|
BUY
|
- |
11.7K+ 196.5% |
$958K - $976K
|
17.6K
$1.45M
|
|
|
Jul 27, 2022
Q2 2022
|
Fifth Third Securities, Inc.
|
BUY
|
- |
11.3KNew |
$928K - $945K
|
11.3K
$929K
|
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
11.3K+ 74.27% |
$927K - $944K
|
26.5K
$2.18M
|
|
|
Jul 21, 2022
Q2 2022
|
Cra Financial Services, LLC
|
BUY
|
- |
11.1KNew |
$909K - $926K
|
11.1K
$910K
|
|
|
Aug 16, 2022
Q2 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
10.6K+ 1641.51% |
$872K - $888K
|
11.3K
$926K
|
|
|
Aug 04, 2022
Q2 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
10.6KNew |
$871K - $887K
|
10.6K
$872K
|
|
|
Aug 15, 2022
Q2 2022
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
10.6K+ 12.47% |
$866K - $882K
|
95.3K
$7.82M
|
|
|
Aug 24, 2022
Q2 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
10.4K+ 62.88% |
$855K - $870K
|
27K
$2.22M
|
|
|
Aug 08, 2022
Q2 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
10.3K+ 12.02% |
$842K - $857K
|
95.7K
$7.85M
|