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 |
---|---|---|---|---|---|---|---|
Apr 25, 2022
Q1 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
18K+ 13.64% |
$1.5M - $1.54M
|
150K
$12.3M
|
|
May 12, 2022
Q1 2022
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
17.9KNew |
$1.49M - $1.53M
|
17.9K
$1.47M
|
|
Apr 20, 2022
Q1 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
17.8K+ 669.08% |
$1.48M - $1.52M
|
20.4K
$1.67M
|
|
May 27, 2022
Q1 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
17.4KNew |
$1.45M - $1.49M
|
17.4K
$1.43M
|
|
Apr 14, 2022
Q1 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
17.3K+ 9.54% |
$1.44M - $1.48M
|
199K
$16.3M
|
|
May 16, 2022
Q1 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
17.2K+ 120.12% |
$1.43M - $1.47M
|
31.6K
$2.59M
|
|
May 10, 2022
Q1 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
17K+ 78.19% |
$1.42M - $1.45M
|
38.7K
$3.18M
|
|
May 10, 2022
Q1 2022
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
17KNew |
$1.42M - $1.45M
|
17K
$1.39M
|
|
May 16, 2022
Q1 2022
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
16.9K+ 60.97% |
$1.41M - $1.45M
|
44.7K
$3.67M
|
|
May 05, 2022
Q1 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
16.9K+ 118.94% |
$1.41M - $1.44M
|
31.1K
$2.55M
|
|
Apr 12, 2022
Q1 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
16.7K+ 24.84% |
$1.39M - $1.43M
|
84.1K
$6.9M
|
|
May 06, 2022
Q1 2022
|
Auxano Advisors, LLC
|
BUY
|
- |
16.7KNew |
$1.39M - $1.43M
|
16.7K
$1.37M
|
|
Apr 14, 2022
Q1 2022
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
16.7K+ 144.68% |
$1.39M - $1.43M
|
28.2K
$2.31M
|
|
Apr 19, 2022
Q1 2022
|
Safeguard Financial, LLC
|
BUY
|
- |
16.4KNew |
$1.36M - $1.4M
|
16.4K
$1.34M
|
|
May 04, 2022
Q1 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
16K+ 575.34% |
$1.33M - $1.37M
|
18.8K
$1.54M
|
|
May 09, 2022
Q1 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
16K+ 19.13% |
$1.33M - $1.36M
|
99.3K
$8.15M
|
|
May 16, 2022
Q1 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
15.9K+ 13.7% |
$1.32M - $1.36M
|
132K
$10.8M
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
15.4KNew |
$1.28M - $1.32M
|
15.4K
$1.26M
|
|
Aug 16, 2022
Q1 2022
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
15KNew |
$1.25M - $1.28M
|
15K
$1.23M
|
|
May 12, 2022
Q1 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
15KNew |
$1.25M - $1.28M
|
15K
$1.23M
|
|
May 05, 2022
Q1 2022
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
14.9KNew |
$1.24M - $1.28M
|
14.9K
$1.22M
|
|
Apr 18, 2022
Q1 2022
|
First Purpose Wealth LLC
|
BUY
|
- |
14.9K+ 127.23% |
$1.24M - $1.27M
|
26.6K
$2.18M
|
|
May 25, 2022
Q1 2022
|
L.M. Kohn & Company
|
BUY
|
- |
14.7KNew |
$1.23M - $1.26M
|
14.7K
$1.21M
|
|
May 09, 2022
Q1 2022
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
14.7K+ 22.94% |
$1.22M - $1.26M
|
78.8K
$6.46M
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
14.7K+ 18.15% |
$1.22M - $1.26M
|
95.6K
$7.84M
|
|
Apr 20, 2022
Q1 2022
|
Gemmer Asset Management LLC
|
BUY
|
- |
14.6K+ 1910.44% |
$1.22M - $1.25M
|
15.4K
$1.26M
|
|
May 05, 2022
Q1 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
14.5KNew |
$1.2M - $1.24M
|
14.5K
$1.19M
|
|
May 03, 2022
Q1 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
14.1K+ 283.54% |
$1.17M - $1.2M
|
19K
$1.56M
|
|
May 16, 2022
Q1 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
13.3K+ 27.97% |
$1.11M - $1.14M
|
60.9K
$4.99M
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
12.7K+ 34.52% |
$1.05M - $1.08M
|
49.4K
$4.05M
|
|
May 11, 2022
Q1 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
12.5K+ 37.84% |
$1.04M - $1.07M
|
45.7K
$3.75M
|
|
May 17, 2022
Q1 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
12.5K+ 17.29% |
$1.04M - $1.07M
|
84.8K
$6.96M
|
|
Aug 05, 2022
Q1 2022
|
Forum Private Client Group LLC
|
BUY
|
- |
12.4KNew |
$1.03M - $1.06M
|
12.4K
$1.02M
|
|
Apr 28, 2022
Q1 2022
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
12.2K+ 39.19% |
$1.02M - $1.05M
|
43.4K
$3.56M
|
|
May 13, 2022
Q1 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
11.8K+ 13.48% |
$984K - $1.01M
|
99.5K
$8.16M
|
|
May 16, 2022
Q1 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
11.4KNew |
$950K - $976K
|
11.4K
$937K
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
11.2KNew |
$936K - $961K
|
11.2K
$922K
|
|
May 05, 2022
Q1 2022
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
11.2K+ 34.11% |
$934K - $959K
|
44.1K
$3.62M
|
|
May 04, 2022
Q1 2022
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
11.2KNew |
$932K - $957K
|
11.2K
$918K
|
|
May 12, 2022
Q1 2022
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
11.2KNew |
$932K - $957K
|
11.2K
$918K
|
|
May 11, 2022
Q1 2022
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
11.1K+ 438.86% |
$928K - $953K
|
13.7K
$1.12M
|
|
May 06, 2022
Q1 2022
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
10.9K+ 12.95% |
$908K - $932K
|
95.1K
$7.8M
|
|
May 16, 2022
Q1 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
10.8K+ 352.6% |
$899K - $923K
|
13.9K
$1.14M
|
|
Apr 20, 2022
Q1 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
10.6KNew |
$884K - $908K
|
10.6K
$871K
|
|
May 12, 2022
Q1 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
10.5K+ 171.04% |
$874K - $897K
|
16.6K
$1.36M
|
|
May 10, 2022
Q1 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
10.3K+ 119.16% |
$858K - $881K
|
19K
$1.56M
|
|
Apr 19, 2022
Q1 2022
|
Apeiron Ria LLC
|
BUY
|
- |
9.87K+ 102.92% |
$821K - $843K
|
19.5K
$1.6M
|
|
May 05, 2022
Q1 2022
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
9.8KNew |
$816K - $838K
|
9.8K
$804K
|
|
Apr 18, 2022
Q1 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
9.76KNew |
$813K - $835K
|
9.76K
$801K
|
|
May 17, 2022
Q1 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
9.61KNew |
$800K - $821K
|
9.61K
$788K
|