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 09, 2022
Q1 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-18.6K- 34.94% |
$1.55M - $1.59M
|
34.7K
$2.85M
|
|
May 16, 2022
Q1 2022
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
SELL
|
- |
-18.9KClosed |
$1.58M - $1.62M
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-20.2K- 7.5% |
$1.68M - $1.73M
|
249K
$20.4M
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
SELL
|
- |
-20.5K- 82.8% |
$1.7M - $1.75M
|
4.25K
$349K
|
|
May 06, 2022
Q1 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-21.5K- 94.36% |
$1.79M - $1.84M
|
1.28K
$105K
|
|
Apr 19, 2022
Q1 2022
|
Imc Chicago, LLC
|
SELL
|
- |
-22.2KClosed |
$1.85M - $1.89M
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-22.4K- 29.45% |
$1.86M - $1.91M
|
53.7K
$4.4M
|
|
May 09, 2022
Q1 2022
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-23.8KClosed |
$1.98M - $2.04M
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Pfg Advisors
|
SELL
|
- |
-24KClosed |
$2M - $2.05M
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-24.4KClosed |
$2.03M - $2.09M
|
0
$0
|
|
Jul 14, 2022
Q1 2022
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-25.9K- 85.73% |
$2.16M - $2.22M
|
4.32K
$354K
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-29.7K- 51.03% |
$2.47M - $2.53M
|
28.5K
$2.33M
|
|
May 04, 2022
Q1 2022
|
Bfsg, LLC
|
SELL
|
- |
-32K- 48.24% |
$2.66M - $2.73M
|
34.3K
$2.82M
|
|
May 02, 2022
Q1 2022
|
Ntb Financial Corp
Centennial, CO |
SELL
|
- |
-32.9KClosed |
$2.74M - $2.81M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-33.2K- 9.89% |
$2.77M - $2.84M
|
303K
$24.8M
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-33.4K- 61.13% |
$2.78M - $2.85M
|
21.2K
$1.74M
|
|
Apr 21, 2022
Q1 2022
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-34.3KClosed |
$2.85M - $2.93M
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-35.2K- 24.34% |
$2.93M - $3.01M
|
109K
$8.98M
|
|
May 12, 2022
Q1 2022
|
Biltmore Family Office, LLC
|
SELL
|
- |
-36K- 15.63% |
$3M - $3.08M
|
195K
$16M
|
|
May 16, 2022
Q1 2022
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-36.8KClosed |
$3.07M - $3.15M
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-36.8KClosed |
$3.07M - $3.15M
|
0
$0
|
|
Dec 18, 2023
Q1 2022
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-38K- 99.9% |
$3.16M - $3.25M
|
39
$3.2K
|
|
May 09, 2022
Q1 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-38.4KClosed |
$3.19M - $3.28M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-39.4K- 56.64% |
$3.28M - $3.37M
|
30.2K
$2.47M
|
|
May 12, 2022
Q1 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-39.8K- 21.97% |
$3.31M - $3.4M
|
141K
$11.6M
|
|
May 06, 2022
Q1 2022
|
South State Corp
|
SELL
|
- |
-40.3K- 8.41% |
$3.36M - $3.45M
|
439K
$36M
|
|
May 16, 2022
Q1 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-40.8K- 2.3% |
$3.4M - $3.49M
|
1.73M
$142M
|
|
May 09, 2022
Q1 2022
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-42.8KClosed |
$3.57M - $3.66M
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-43.5K- 30.34% |
$3.62M - $3.72M
|
99.9K
$8.19M
|
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-43.5K- 34.53% |
$3.63M - $3.72M
|
82.6K
$6.77M
|
|
May 10, 2022
Q1 2022
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-44K- 31.86% |
$3.66M - $3.76M
|
94.1K
$7.72M
|
|
May 03, 2022
Q1 2022
|
Peoples Bank
|
SELL
|
- |
-44.4K- 79.08% |
$3.69M - $3.79M
|
11.7K
$963K
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-45K- 5.53% |
$3.75M - $3.85M
|
769K
$63.1M
|
|
Aug 02, 2022
Q1 2022
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-46.2K- 52.65% |
$3.84M - $3.95M
|
41.5K
$3.41M
|
|
May 16, 2022
Q1 2022
|
Tlwm
San Antonio, TX |
SELL
|
- |
-47.7KClosed |
$3.97M - $4.08M
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Ibex Investors LLC
|
SELL
|
- |
-48KClosed |
$4M - $4.1M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-49.5K- 51.69% |
$4.12M - $4.23M
|
46.2K
$3.79M
|
|
Apr 12, 2022
Q1 2022
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-49.6K- 29.2% |
$4.13M - $4.24M
|
120K
$9.87M
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-50.3K- 6.15% |
$4.19M - $4.3M
|
767K
$62.9M
|
|
May 13, 2022
Q1 2022
|
Dakota Wealth Management
|
SELL
|
- |
-50.3K- 66.82% |
$4.19M - $4.3M
|
25K
$2.05M
|
|
Apr 18, 2022
Q1 2022
|
Bridge Advisory, LLC
|
SELL
|
- |
-52.7K- 33.0% |
$4.38M - $4.5M
|
107K
$8.77M
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-54.3K- 4.66% |
$4.52M - $4.64M
|
1.11M
$91.2M
|
|
Apr 14, 2022
Q1 2022
|
Monument Capital Management
|
SELL
|
- |
-57.3KClosed |
$4.77M - $4.9M
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Cx Institutional
|
SELL
|
- |
-57.6K- 26.39% |
$4.8M - $4.92M
|
161K
$13.2M
|
|
May 11, 2022
Q1 2022
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-57.7KClosed |
$4.8M - $4.93M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-60.1K- 46.62% |
$5M - $5.14M
|
68.8K
$5.65M
|
|
Aug 16, 2024
Q1 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-60.4K- 6.56% |
$5.03M - $5.17M
|
861K
$70.6M
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
SELL
|
- |
-64.6K- 5.69% |
$5.38M - $5.52M
|
1.07M
$87.8M
|
|
May 05, 2022
Q1 2022
|
National Bank Of Canada
|
SELL
|
- |
-66K- 37.36% |
$5.5M - $5.64M
|
111K
$9.08M
|
|
May 05, 2022
Q1 2022
|
Community Bank, N.A.
|
SELL
|
- |
-66.3K- 82.78% |
$5.52M - $5.67M
|
13.8K
$1.13M
|