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 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
BUY
|
- |
9.21K+ 3759.59% |
$767K - $787K
|
9.46K
$776K
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
8.79KNew |
$732K - $752K
|
8.79K
$721K
|
|
May 20, 2022
Q1 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
8.79K+ 121.23% |
$732K - $751K
|
16K
$1.32M
|
|
Apr 14, 2022
Q1 2022
|
De Dora Capital, Inc.
|
BUY
|
- |
8.76KNew |
$730K - $749K
|
8.76K
$719K
|
|
Apr 21, 2022
Q1 2022
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
8.42K+ 53.25% |
$701K - $720K
|
24.2K
$1.99M
|
|
May 10, 2022
Q1 2022
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
8.42K+ 17.58% |
$701K - $720K
|
56.3K
$4.62M
|
|
May 09, 2022
Q1 2022
|
Cypress Capital, LLC
|
BUY
|
- |
8.14K+ 2.87% |
$678K - $696K
|
292K
$23.9M
|
|
May 02, 2022
Q1 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
8.04K+ 53.77% |
$669K - $687K
|
23K
$1.88M
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
7.94K+ 58.89% |
$661K - $679K
|
21.4K
$1.76M
|
|
Apr 13, 2022
Q1 2022
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
7.89K+ 3.22% |
$656K - $674K
|
253K
$20.8M
|
|
May 13, 2022
Q1 2022
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
7.71KNew |
$642K - $659K
|
7.71K
$633K
|
|
May 16, 2022
Q1 2022
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
7.7K+ 33.56% |
$641K - $658K
|
30.6K
$2.51M
|
|
Apr 13, 2022
Q1 2022
|
Executive Wealth Management, LLC
|
BUY
|
- |
7.62K+ 11.22% |
$634K - $651K
|
75.5K
$6.19M
|
|
May 12, 2022
Q1 2022
|
Tompkins Financial Corp
|
BUY
|
- |
7.6K+ 78.7% |
$633K - $650K
|
17.3K
$1.42M
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
7.6K+ 3.45% |
$632K - $649K
|
228K
$18.7M
|
|
Apr 07, 2022
Q1 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
7.55K+ 14.89% |
$628K - $645K
|
58.2K
$4.78M
|
|
May 09, 2022
Q1 2022
|
Scotia Capital Inc.
|
BUY
|
- |
7.49K+ 2.33% |
$624K - $641K
|
329K
$27M
|
|
May 05, 2022
Q1 2022
|
Camden National Bank
Camden, ME |
BUY
|
- |
7.34K+ 11.25% |
$611K - $628K
|
72.6K
$5.96M
|
|
May 09, 2022
Q1 2022
|
Banco Santander, S.A.
|
BUY
|
- |
7.15K+ 23.59% |
$595K - $611K
|
37.4K
$3.07M
|
|
May 05, 2022
Q1 2022
|
Ifg Advisors, LLC
|
BUY
|
- |
7.14KNew |
$594K - $610K
|
7.14K
$586K
|
|
Apr 25, 2022
Q1 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
6.65K+ 15.42% |
$554K - $569K
|
49.8K
$4.08M
|
|
May 18, 2022
Q1 2022
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
6.53K+ 64.12% |
$544K - $559K
|
16.7K
$1.37M
|
|
May 16, 2022
Q1 2022
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
6.42K+ 9.79% |
$534K - $548K
|
71.9K
$5.9M
|
|
May 13, 2022
Q1 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
6.34K+ 68.52% |
$528K - $542K
|
15.6K
$1.28M
|
|
May 10, 2022
Q1 2022
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
6.27KNew |
$522K - $536K
|
6.27K
$514K
|
|
May 06, 2022
Q1 2022
|
Empirical Asset Management, LLC
|
BUY
|
- |
6.25K+ 15.47% |
$521K - $535K
|
46.7K
$3.83M
|
|
May 10, 2022
Q1 2022
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
6.25K+ 3.35% |
$520K - $534K
|
193K
$15.8M
|
|
Apr 22, 2022
Q1 2022
|
Danda Trouve Investment Management, Inc.
|
BUY
|
- |
6.24K+ 121.42% |
$520K - $534K
|
11.4K
$934K
|
|
May 10, 2022
Q1 2022
|
Country Club Bank
|
BUY
|
- |
6.17KNew |
$514K - $528K
|
6.17K
$506K
|
|
May 04, 2022
Q1 2022
|
Adviser Investments LLC
|
BUY
|
- |
6.17KNew |
$514K - $527K
|
6.17K
$506K
|
|
May 04, 2022
Q1 2022
|
Brio Consultants, LLC
|
BUY
|
- |
6.07K+ 16.06% |
$505K - $519K
|
43.9K
$3.6M
|
|
Apr 22, 2022
Q1 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
5.97K+ 16.69% |
$497K - $510K
|
41.7K
$3.42M
|
|
May 02, 2022
Q1 2022
|
5th Street Advisors, LLC
|
BUY
|
- |
5.84KNew |
$486K - $499K
|
5.84K
$479K
|
|
May 16, 2022
Q1 2022
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
5.77K+ 17.12% |
$481K - $494K
|
39.5K
$3.24M
|
|
Apr 19, 2022
Q1 2022
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
5.74K+ 196.91% |
$478K - $491K
|
8.66K
$710K
|
|
May 16, 2022
Q1 2022
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
5.7KNew |
$475K - $487K
|
5.7K
$468K
|
|
May 02, 2022
Q1 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
5.65KNew |
$470K - $483K
|
5.65K
$463K
|
|
Apr 06, 2022
Q1 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
5.45K+ 99.07% |
$454K - $466K
|
11K
$899K
|
|
May 12, 2022
Q1 2022
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
5.43K+ 18.33% |
$452K - $464K
|
35K
$2.87M
|
|
May 09, 2022
Q1 2022
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
5.39K+ 70.29% |
$448K - $460K
|
13K
$1.07M
|
|
Apr 29, 2022
Q1 2022
|
Wbh Advisory Inc
|
BUY
|
- |
5.37K+ 78.27% |
$447K - $459K
|
12.2K
$1M
|
|
May 13, 2022
Q1 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
5.35K+ 18.33% |
$445K - $457K
|
34.5K
$2.83M
|
|
May 10, 2022
Q1 2022
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
5.27K+ 7.54% |
$438K - $450K
|
75.1K
$6.16M
|
|
May 13, 2022
Q1 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
5.22K+ 9.18% |
$435K - $447K
|
62.1K
$5.09M
|
|
May 05, 2022
Q1 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
5.19K+ 25.81% |
$432K - $444K
|
25.3K
$2.08M
|
|
May 13, 2022
Q1 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
5.13KNew |
$427K - $439K
|
5.13K
$421K
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
5.13K+ 9.91% |
$427K - $438K
|
56.8K
$4.66M
|
|
Apr 15, 2022
Q1 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.03K+ 44.28% |
$419K - $430K
|
16.4K
$1.34M
|
|
May 13, 2022
Q1 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
4.98K+ 22.94% |
$414K - $425K
|
26.7K
$2.19M
|
|
May 13, 2022
Q1 2022
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
4.98K+ 3.15% |
$414K - $425K
|
163K
$13.4M
|