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 16, 2022
Q1 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-7.04K- 46.03% |
$586K - $601K
|
8.25K
$677K
|
|
|
Apr 25, 2022
Q1 2022
|
Aries Wealth Management
|
SELL
|
- |
-7.33KClosed |
$610K - $626K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-7.39K- 29.05% |
$615K - $632K
|
18.1K
$1.48M
|
|
|
May 10, 2022
Q1 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-7.49K- 11.05% |
$624K - $641K
|
60.3K
$4.95M
|
|
|
May 03, 2022
Q1 2022
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-7.75KClosed |
$646K - $663K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Column Capital Advisors, LLC
|
SELL
|
- |
-7.87K- 75.32% |
$655K - $673K
|
2.58K
$212K
|
|
|
May 03, 2022
Q1 2022
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-8.21K- 31.87% |
$683K - $702K
|
17.5K
$1.44M
|
|
|
May 16, 2022
Q1 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-8.27KClosed |
$688K - $707K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
SELL
|
- |
-8.48K- 68.01% |
$706K - $725K
|
3.99K
$327K
|
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-8.57K- 36.9% |
$714K - $733K
|
14.7K
$1.2M
|
|
|
May 02, 2022
Q1 2022
|
Strategic Equity Management
|
SELL
|
- |
-8.62K- 7.24% |
$718K - $737K
|
110K
$9.06M
|
|
|
May 03, 2022
Q1 2022
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-8.96K- 3.14% |
$746K - $766K
|
276K
$22.7M
|
|
|
May 16, 2022
Q1 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-9.09K- 8.15% |
$756K - $777K
|
102K
$8.4M
|
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-9.13K- 3.16% |
$760K - $780K
|
280K
$22.9M
|
|
|
May 16, 2022
Q1 2022
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-9.21KClosed |
$767K - $788K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Parisi Gray Wealth Management
|
SELL
|
- |
-9.34K- 8.86% |
$778K - $799K
|
96.1K
$7.88M
|
|
|
May 16, 2022
Q1 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-9.53KClosed |
$793K - $814K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Daniel Loeb
Third Point LLC | New York, Ny
|
SELL
|
- |
-9.67K- 11.77% |
$805K - $826K
|
72.5K
$5.94M
|
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-9.76K- 6.85% |
$812K - $834K
|
133K
$10.9M
|
|
|
May 13, 2022
Q1 2022
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-9.87K- 24.85% |
$822K - $844K
|
29.9K
$2.45M
|
|
|
May 16, 2022
Q1 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-10.3KClosed |
$854K - $877K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-10.8K- 64.38% |
$902K - $927K
|
6K
$492K
|
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-11.4K- 9.35% |
$945K - $971K
|
110K
$9.03M
|
|
|
Apr 22, 2022
Q1 2022
|
James Investment Research Inc
|
SELL
|
- |
-11.6K- 5.05% |
$968K - $994K
|
218K
$17.9M
|
|
|
Apr 25, 2022
Q1 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-11.7KClosed |
$971K - $997K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-11.8K- 20.41% |
$983K - $1.01M
|
46K
$3.78M
|
|
|
Apr 21, 2022
Q1 2022
|
Sfmg, LLC
|
SELL
|
- |
-12K- 25.83% |
$1M - $1.03M
|
34.5K
$2.83M
|
|
|
May 09, 2022
Q1 2022
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-12.4KClosed |
$1.04M - $1.06M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-12.5K- 99.94% |
$1.04M - $1.06M
|
8
$656
|
|
|
May 13, 2022
Q1 2022
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-12.5K- 12.3% |
$1.04M - $1.07M
|
89.2K
$7.31M
|
|
|
May 10, 2022
Q1 2022
|
Kingfisher Capital LLC
|
SELL
|
- |
-12.6K- 53.02% |
$1.05M - $1.08M
|
11.2K
$919K
|
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-13.1K- 98.28% |
$1.09M - $1.12M
|
229
$18.8K
|
|
|
Apr 28, 2022
Q1 2022
|
Keybank National Association
|
SELL
|
- |
-13.2K- 2.49% |
$1.1M - $1.13M
|
516K
$42.3M
|
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-13.4KClosed |
$1.12M - $1.15M
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-13.5K- 98.0% |
$1.13M - $1.16M
|
276
$22.6K
|
|
|
May 09, 2022
Q1 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-13.6K- 77.44% |
$1.13M - $1.16M
|
3.96K
$324K
|
|
|
May 04, 2022
Q1 2022
|
Occidental Asset Management, LLC
|
SELL
|
- |
-13.6KClosed |
$1.13M - $1.16M
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-13.6K- 9.77% |
$1.13M - $1.16M
|
126K
$10.3M
|
|
|
May 06, 2022
Q1 2022
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-13.6K- 2.32% |
$1.13M - $1.16M
|
574K
$47.1M
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-13.7K- 2.75% |
$1.14M - $1.17M
|
485K
$39.8M
|
|
|
Apr 27, 2022
Q1 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-14K- 60.05% |
$1.16M - $1.2M
|
9.31K
$763K
|
|
|
Aug 03, 2022
Q1 2022
|
Members Trust CO
|
SELL
|
- |
-14.1K- 0.33% |
$1.18M - $1.21M
|
4.3M
$353M
|
|
|
May 06, 2022
Q1 2022
|
Life Pro Asset Management
|
SELL
|
- |
-15.8K- 10.67% |
$1.31M - $1.35M
|
132K
$10.8M
|
|
|
Apr 27, 2022
Q1 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-15.9K- 8.5% |
$1.32M - $1.36M
|
171K
$14M
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-15.9K- 9.82% |
$1.32M - $1.36M
|
146K
$12M
|
|
|
May 16, 2022
Q1 2022
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-16.2K- 27.65% |
$1.35M - $1.39M
|
42.4K
$3.48M
|
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-16.3K- 1.42% |
$1.36M - $1.39M
|
1.13M
$92.6M
|
|
|
May 03, 2022
Q1 2022
|
Knowledge Leaders Capital, LLC
|
SELL
|
- |
-17.3KClosed |
$1.44M - $1.48M
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-18.2KClosed |
$1.51M - $1.55M
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-18.4KClosed |
$1.53M - $1.57M
|
0
$0
|