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 27, 2022
Q1 2022
|
Wealthpoint, LLC
|
BUY
|
- |
4.97K+ 161.58% |
$414K - $425K
|
8.04K
$660K
|
|
|
May 24, 2022
Q1 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
4.96KNew |
$413K - $424K
|
4.96K
$407K
|
|
|
May 11, 2022
Q1 2022
|
Nvwm, LLC
|
BUY
|
- |
4.8K+ 23.67% |
$400K - $410K
|
25.1K
$2.06M
|
|
|
May 12, 2022
Q1 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
4.76K+ 19.58% |
$396K - $407K
|
29K
$2.38M
|
|
|
Apr 27, 2022
Q1 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
4.62K+ 35.75% |
$385K - $395K
|
17.5K
$1.44M
|
|
|
May 12, 2022
Q1 2022
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
4.32K+ 6.14% |
$360K - $369K
|
74.7K
$6.13M
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
4.22K+ 45.03% |
$351K - $361K
|
13.6K
$1.12M
|
|
|
May 12, 2022
Q1 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
4.08K+ 14.17% |
$340K - $349K
|
32.9K
$2.7M
|
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
4KNew |
$333K - $342K
|
4K
$328K
|
|
|
May 10, 2022
Q1 2022
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
3.97K+ 49.57% |
$330K - $339K
|
12K
$982K
|
|
|
Jun 06, 2022
Q1 2022
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
3.94K+ 15.28% |
$328K - $337K
|
29.7K
$2.44M
|
|
|
May 10, 2022
Q1 2022
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
3.93K+ 1.74% |
$327K - $336K
|
229K
$18.8M
|
|
|
May 04, 2022
Q1 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
3.82KNew |
$318K - $326K
|
3.82K
$313K
|
|
|
May 05, 2022
Q1 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
3.8KNew |
$316K - $325K
|
3.8K
$311K
|
|
|
Apr 20, 2022
Q1 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
3.74K+ 15.28% |
$311K - $319K
|
28.2K
$2.31M
|
|
|
May 12, 2022
Q1 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
3.72K+ 0.79% |
$310K - $318K
|
474K
$38.9M
|
|
|
Nov 30, 2022
Q1 2022
|
Family Firm, Inc.
|
BUY
|
- |
3.66K+ 14.82% |
$304K - $313K
|
28.3K
$2.32M
|
|
|
May 06, 2022
Q1 2022
|
Weaver Consulting Group
|
BUY
|
- |
3.61KNew |
$300K - $308K
|
3.61K
$296K
|
|
|
May 12, 2022
Q1 2022
|
Hancock Whitney Corp
|
BUY
|
- |
3.58K+ 10.75% |
$298K - $306K
|
36.9K
$3.02M
|
|
|
May 09, 2022
Q1 2022
|
M&T Bank Corp
|
BUY
|
- |
3.58K+ 17.4% |
$298K - $306K
|
24.1K
$1.98M
|
|
|
Apr 06, 2022
Q1 2022
|
Vigilare Wealth Management
|
BUY
|
- |
3.57KNew |
$297K - $305K
|
3.57K
$293K
|
|
|
Apr 19, 2022
Q1 2022
|
Alhambra Investment Partners LLC
|
BUY
|
- |
3.57K+ 33.04% |
$297K - $305K
|
14.4K
$1.18M
|
|
|
May 10, 2022
Q1 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.54KNew |
$294K - $302K
|
3.54K
$290K
|
|
|
Aug 13, 2024
Q1 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
3.44K+ 15.48% |
$286K - $294K
|
25.6K
$2.1M
|
|
|
May 16, 2022
Q1 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
3.43K+ 9.33% |
$285K - $293K
|
40.2K
$3.29M
|
|
|
Jun 08, 2022
Q1 2022
|
American Trust
Lexington, KY |
BUY
|
- |
3.33KNew |
$277K - $285K
|
3.33K
$273K
|
|
|
Apr 22, 2022
Q1 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
3.33KNew |
$277K - $285K
|
3.33K
$273K
|
|
|
May 13, 2022
Q1 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
3.28KNew |
$273K - $281K
|
3.28K
$269K
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
3.27K+ 23.37% |
$272K - $280K
|
17.3K
$1.42M
|
|
|
May 12, 2022
Q1 2022
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
3.24K+ 39.26% |
$270K - $277K
|
11.5K
$943K
|
|
|
May 05, 2022
Q1 2022
|
Mader & Shannon Wealth Management, Inc.
|
BUY
|
- |
3.22K+ 3.69% |
$268K - $275K
|
90.5K
$7.42M
|
|
|
May 04, 2022
Q1 2022
|
Leuthold Group, LLC
|
BUY
|
- |
3.19K+ 10.47% |
$266K - $273K
|
33.7K
$2.76M
|
|
|
May 20, 2022
Q1 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
3.17KNew |
$264K - $271K
|
3.17K
$260K
|
|
|
May 16, 2022
Q1 2022
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
3.17KNew |
$264K - $271K
|
3.17K
$260K
|
|
|
Apr 14, 2022
Q1 2022
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
3.15KNew |
$263K - $270K
|
3.15K
$259K
|
|
|
Apr 11, 2022
Q1 2022
|
Legacy Private Trust Co.
|
BUY
|
- |
3.02K+ 3.94% |
$252K - $259K
|
79.9K
$6.55M
|
|
|
Apr 29, 2022
Q1 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
3.02KNew |
$251K - $258K
|
3.02K
$248K
|
|
|
May 03, 2022
Q1 2022
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
2.98KNew |
$248K - $255K
|
2.98K
$245K
|
|
|
May 05, 2022
Q1 2022
|
Nadler Financial Group, Inc.
|
BUY
|
- |
2.94KNew |
$245K - $251K
|
2.94K
$241K
|
|
|
May 13, 2022
Q1 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.92K+ 19.33% |
$243K - $250K
|
18K
$1.48M
|
|
|
May 06, 2022
Q1 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
2.9K+ 3.34% |
$241K - $248K
|
89.6K
$7.35M
|
|
|
Apr 29, 2022
Q1 2022
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
2.85KNew |
$238K - $244K
|
2.85K
$234K
|
|
|
May 10, 2022
Q1 2022
|
Dorchester Wealth Management CO
|
BUY
|
- |
2.85KNew |
$237K - $244K
|
2.85K
$234K
|
|
|
May 05, 2022
Q1 2022
|
Davis R M Inc
Portland, ME |
BUY
|
- |
2.82KNew |
$234K - $241K
|
2.82K
$231K
|
|
|
May 12, 2022
Q1 2022
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
2.76K+ 2.98% |
$230K - $236K
|
95.3K
$7.82M
|
|
|
May 04, 2022
Q1 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.69K+ 9.72% |
$224K - $230K
|
30.3K
$2.49M
|
|
|
May 02, 2022
Q1 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
2.58K+ 41.82% |
$215K - $221K
|
8.76K
$719K
|
|
|
Apr 13, 2022
Q1 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2.58KNew |
$215K - $221K
|
2.58K
$212K
|
|
|
Apr 19, 2022
Q1 2022
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
2.54K+ 108.59% |
$212K - $217K
|
4.88K
$401K
|
|
|
Jul 28, 2022
Q1 2022
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
2.5KNew |
$208K - $213K
|
2.5K
$205K
|