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 03, 2022
Q1 2022
|
Triumph Capital Management
|
SELL
|
- |
-894- 16.9% |
$74.4K - $76.4K
|
4.4K
$361K
|
|
|
May 09, 2022
Q1 2022
|
Meitav Dash Investments LTD
|
SELL
|
- |
-923- 4.53% |
$76.8K - $78.9K
|
19.4K
$1.59M
|
|
|
May 06, 2022
Q1 2022
|
Jacobi Capital Management LLC
|
SELL
|
- |
-930- 9.31% |
$77.4K - $79.5K
|
9.06K
$743K
|
|
|
May 13, 2022
Q1 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-948- 4.41% |
$78.9K - $81K
|
20.5K
$1.68M
|
|
|
Jan 27, 2023
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-948- 12.36% |
$78.9K - $81K
|
6.72K
$551K
|
|
|
May 04, 2022
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-948- 12.36% |
$78.9K - $81K
|
6.72K
$551K
|
|
|
Apr 04, 2022
Q1 2022
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-970- 12.8% |
$80.8K - $82.9K
|
6.61K
$542K
|
|
|
Apr 27, 2022
Q1 2022
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-979- 22.15% |
$81.5K - $83.7K
|
3.44K
$282K
|
|
|
Apr 29, 2022
Q1 2022
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-982- 22.5% |
$81.8K - $84K
|
3.38K
$277K
|
|
|
May 16, 2022
Q1 2022
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-987- 0.63% |
$82.2K - $84.4K
|
156K
$12.8M
|
|
|
Apr 15, 2022
Q1 2022
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-997- 5.26% |
$83K - $85.2K
|
18K
$1.47M
|
|
|
May 13, 2022
Q1 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1K- 38.88% |
$83.5K - $85.7K
|
1.58K
$129K
|
|
|
May 11, 2022
Q1 2022
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-1.03K- 82.51% |
$86K - $88.3K
|
219
$18K
|
|
|
Apr 22, 2022
Q1 2022
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1.05K- 3.5% |
$87.4K - $89.8K
|
28.9K
$2.37M
|
|
|
May 13, 2022
Q1 2022
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-1.07K- 20.48% |
$89.2K - $91.6K
|
4.16K
$341K
|
|
|
Apr 20, 2022
Q1 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.09K- 14.41% |
$90.7K - $93.2K
|
6.47K
$531K
|
|
|
May 09, 2022
Q1 2022
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-1.12KClosed |
$93.2K - $95.7K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Mc Collum Christoferson Group LLC
Amherst, NY |
SELL
|
- |
-1.17K- 3.41% |
$97K - $99.6K
|
33K
$2.71M
|
|
|
May 10, 2022
Q1 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-1.2K- 4.38% |
$99.9K - $103K
|
26.2K
$2.15M
|
|
|
Apr 22, 2022
Q1 2022
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-1.2K- 23.76% |
$99.9K - $103K
|
3.85K
$316K
|
|
|
May 11, 2022
Q1 2022
|
Vicus Capital
State College, PA |
SELL
|
- |
-1.23K- 2.35% |
$102K - $105K
|
51K
$4.18M
|
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-1.25KClosed |
$104K - $107K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.26K- 29.82% |
$105K - $108K
|
2.97K
$244K
|
|
|
May 03, 2022
Q1 2022
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-1.31K- 2.82% |
$109K - $112K
|
45.1K
$3.7M
|
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1.35K- 91.71% |
$112K - $115K
|
122
$10K
|
|
|
May 09, 2022
Q1 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.39K- 1.27% |
$115K - $118K
|
107K
$8.81M
|
|
|
May 13, 2022
Q1 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1.42K- 18.46% |
$118K - $121K
|
6.27K
$514K
|
|
|
May 13, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.44K- 45.95% |
$119K - $123K
|
1.69K
$138K
|
|
|
Apr 25, 2022
Q1 2022
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-1.48K- 6.33% |
$123K - $126K
|
21.8K
$1.79M
|
|
|
May 10, 2022
Q1 2022
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-1.5KClosed |
$125K - $128K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-1.58K- 19.78% |
$132K - $135K
|
6.42K
$527K
|
|
|
May 06, 2022
Q1 2022
|
Astoria Strategic Wealth, Inc.
|
SELL
|
- |
-1.59K- 2.06% |
$132K - $136K
|
75.4K
$6.19M
|
|
|
Apr 21, 2022
Q1 2022
|
Capital Insight Partners, LLC
|
SELL
|
- |
-1.6K- 22.47% |
$133K - $137K
|
5.53K
$453K
|
|
|
Apr 11, 2022
Q1 2022
|
Stone Asset Management Inc.
|
SELL
|
- |
-1.62K- 39.04% |
$135K - $138K
|
2.53K
$207K
|
|
|
May 16, 2022
Q1 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1.68K- 34.72% |
$139K - $143K
|
3.15K
$258K
|
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-1.75K- 63.34% |
$145K - $149K
|
1.01K
$82.9K
|
|
|
May 13, 2022
Q1 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.75K- 6.71% |
$145K - $149K
|
24.3K
$1.99M
|
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-1.75KClosed |
$145K - $149K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Montis Financial, LLC
|
SELL
|
- |
-1.77K- 7.21% |
$148K - $151K
|
22.8K
$1.87M
|
|
|
May 11, 2022
Q1 2022
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-1.82K- 3.81% |
$151K - $156K
|
45.9K
$3.77M
|
|
|
Apr 29, 2022
Q1 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.86K- 2.49% |
$155K - $159K
|
72.8K
$5.97M
|
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-1.92K- 49.12% |
$160K - $164K
|
1.99K
$163K
|
|
|
Apr 20, 2022
Q1 2022
|
Ironwood Financial, LLC
|
SELL
|
- |
-1.93K- 3.85% |
$161K - $165K
|
48.2K
$3.96M
|
|
|
May 04, 2022
Q1 2022
|
Coastline Trust CO
|
SELL
|
- |
-2.06K- 17.62% |
$171K - $176K
|
9.63K
$790K
|
|
|
Apr 25, 2022
Q1 2022
|
Atlas Private Wealth Management
|
SELL
|
- |
-2.08K- 46.46% |
$173K - $178K
|
2.4K
$197K
|
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-2.09KClosed |
$174K - $178K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Berkshire Bank
|
SELL
|
- |
-2.13K- 12.88% |
$178K - $182K
|
14.4K
$1.18M
|
|
|
May 13, 2022
Q1 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-2.14K- 23.52% |
$178K - $183K
|
6.97K
$572K
|
|
|
Apr 18, 2022
Q1 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-2.25K- 11.99% |
$187K - $193K
|
16.5K
$1.36M
|
|
|
May 09, 2022
Q1 2022
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-2.29K- 12.64% |
$191K - $196K
|
15.8K
$1.3M
|