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 13, 2022
Q1 2022
|
Assetmark, Inc
|
BUY
|
- |
7.93M+ 148.39% |
$660M - $678M
|
13.3M
$1.09B
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.88M+ 246.65% |
$240M - $247M
|
4.05M
$333M
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.18M+ 4668.34% |
$182M - $187M
|
2.23M
$183M
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.17M+ 118.96% |
$97.1M - $99.7M
|
2.15M
$176M
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.1M+ 40.71% |
$91.5M - $94M
|
3.8M
$312M
|
|
May 10, 2022
Q1 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
818K+ 197.36% |
$68.1M - $70M
|
1.23M
$101M
|
|
May 09, 2022
Q1 2022
|
True Private Wealth Advisors
|
BUY
|
- |
769K+ 8159.94% |
$64M - $65.7M
|
778K
$63.9M
|
|
Apr 28, 2022
Q1 2022
|
Townsquare Capital LLC
|
BUY
|
- |
689K+ 179.49% |
$57.4M - $58.9M
|
1.07M
$88.1M
|
|
Apr 28, 2022
Q1 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
624K+ 213.04% |
$51.9M - $53.3M
|
916K
$75.2M
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
583KNew |
$48.5M - $49.8M
|
583K
$47.8M
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
533K+ 31.69% |
$44.4M - $45.6M
|
2.22M
$182M
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
503K+ 11.14% |
$41.9M - $43M
|
5.02M
$412M
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
470K+ 30.22% |
$39.2M - $40.2M
|
2.03M
$166M
|
|
May 09, 2022
Q1 2022
|
Estate Counselors, LLC
|
BUY
|
- |
467KNew |
$38.9M - $39.9M
|
467K
$38.4M
|
|
May 16, 2022
Q1 2022
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
465KNew |
$38.8M - $39.8M
|
465K
$38.2M
|
|
May 06, 2022
Q1 2022
|
Hilton Capital Management, LLC
|
BUY
|
- |
445KNew |
$37.1M - $38.1M
|
445K
$36.6M
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
442K+ 8.0% |
$36.8M - $37.8M
|
5.97M
$490M
|
|
Apr 20, 2022
Q1 2022
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
392KNew |
$32.6M - $33.5M
|
392K
$32.1M
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
378K+ 4651.5% |
$31.4M - $32.3M
|
386K
$31.7M
|
|
May 16, 2022
Q1 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
360K+ 171.33% |
$30M - $30.8M
|
570K
$46.8M
|
|
Apr 12, 2022
Q1 2022
|
Brookstone Capital Management
|
BUY
|
- |
358K+ 67.7% |
$29.8M - $30.6M
|
886K
$72.7M
|
|
May 16, 2022
Q1 2022
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
320K+ 441.71% |
$26.6M - $27.3M
|
392K
$32.2M
|
|
May 12, 2022
Q1 2022
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
298K+ 58.22% |
$24.8M - $25.5M
|
810K
$66.5M
|
|
Apr 20, 2022
Q1 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
280KNew |
$23.3M - $24M
|
280K
$23M
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
272K+ 4.94% |
$22.7M - $23.3M
|
5.79M
$475M
|
|
May 02, 2022
Q1 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
259K+ 77.08% |
$21.6M - $22.2M
|
596K
$48.9M
|
|
May 04, 2022
Q1 2022
|
Stephens Inc
|
BUY
|
- |
251K+ 15.44% |
$20.9M - $21.5M
|
1.88M
$154M
|
|
May 13, 2022
Q1 2022
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
241KNew |
$20.1M - $20.6M
|
241K
$19.8M
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
235K+ 37.21% |
$19.6M - $20.1M
|
867K
$71.2M
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
230K+ 165.92% |
$19.2M - $19.7M
|
369K
$30.3M
|
|
Apr 08, 2022
Q1 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
227KNew |
$18.9M - $19.4M
|
227K
$18.6M
|
|
May 10, 2022
Q1 2022
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
224K+ 1336.96% |
$18.6M - $19.1M
|
240K
$19.7M
|
|
May 13, 2022
Q1 2022
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
215KNew |
$17.9M - $18.4M
|
215K
$17.7M
|
|
Aug 31, 2022
Q1 2022
|
Acute Investment Advisory, LLC
Mesa, AZ |
BUY
|
- |
208K+ 1401.72% |
$17.3M - $17.8M
|
223K
$18.3M
|
|
Apr 14, 2022
Q1 2022
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
202KNew |
$16.8M - $17.2M
|
202K
$16.6M
|
|
May 12, 2022
Q1 2022
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
195K+ 4.94% |
$16.2M - $16.7M
|
4.14M
$340M
|
|
Apr 22, 2022
Q1 2022
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
193KNew |
$16.1M - $16.5M
|
193K
$15.8M
|
|
May 05, 2022
Q1 2022
|
Jackson Wealth Management, LLC
|
BUY
|
- |
183K+ 105.67% |
$15.2M - $15.7M
|
357K
$29.3M
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
182K+ 988.39% |
$15.1M - $15.6M
|
200K
$16.4M
|
|
Apr 11, 2022
Q1 2022
|
Titan Capital Management, LLC
|
BUY
|
- |
159KNew |
$13.2M - $13.6M
|
159K
$13.1M
|
|
May 11, 2022
Q1 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
158K+ 2390.26% |
$13.1M - $13.5M
|
164K
$13.5M
|
|
May 13, 2022
Q1 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
156K+ 96.45% |
$13M - $13.3M
|
318K
$26.1M
|
|
May 10, 2022
Q1 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
144KNew |
$12M - $12.3M
|
144K
$11.8M
|
|
May 12, 2022
Q1 2022
|
Quent Capital, LLC
|
BUY
|
- |
140K+ 136.05% |
$11.6M - $11.9M
|
243K
$19.9M
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
138K+ 310.69% |
$11.5M - $11.8M
|
183K
$15M
|
|
May 09, 2022
Q1 2022
|
Csenge Advisory Group
|
BUY
|
- |
134K+ 1716.01% |
$11.1M - $11.4M
|
141K
$11.6M
|
|
Dec 11, 2023
Q1 2022
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
133K+ 216.11% |
$11M - $11.3M
|
194K
$15.9M
|
|
Aug 11, 2022
Q1 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
130K+ 196.89% |
$10.8M - $11.1M
|
195K
$16M
|
|
May 13, 2022
Q1 2022
|
Old Mission Capital LLC
|
BUY
|
- |
127KNew |
$10.6M - $10.9M
|
127K
$10.4M
|
|
May 16, 2022
Q1 2022
|
Donoghue Forlines LLC
|
BUY
|
- |
123KNew |
$10.2M - $10.5M
|
123K
$10.1M
|