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
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
2.48K+ 6.27% |
$206K - $212K
|
41.9K
$3.44M
|
|
|
Apr 26, 2022
Q1 2022
|
Emerald Advisors, LLC
|
BUY
|
- |
2.47K+ 14.59% |
$206K - $211K
|
19.4K
$1.59M
|
|
|
May 09, 2022
Q1 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
2.41KNew |
$201K - $206K
|
2.41K
$198K
|
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.32K+ 2.37% |
$193K - $198K
|
100K
$8.22M
|
|
|
Apr 25, 2022
Q1 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
2.3K+ 8.37% |
$191K - $196K
|
29.7K
$2.44M
|
|
|
May 13, 2022
Q1 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
2.21K+ 37.14% |
$184K - $189K
|
8.16K
$669K
|
|
|
Apr 11, 2022
Q1 2022
|
Apella Capital, LLC
|
BUY
|
- |
2.2K+ 7.41% |
$183K - $188K
|
31.9K
$2.62M
|
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO
|
BUY
|
- |
2.16K+ 36.61% |
$180K - $185K
|
8.08K
$662K
|
|
|
May 06, 2022
Q1 2022
|
Sunburst Financial Group, LLC
|
BUY
|
- |
2.11K+ 28.5% |
$176K - $181K
|
9.53K
$781K
|
|
|
Apr 12, 2022
Q1 2022
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
2.06K+ 5.81% |
$171K - $176K
|
37.5K
$3.07M
|
|
|
Apr 20, 2022
Q1 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.05K+ 4.54% |
$170K - $175K
|
47.1K
$3.87M
|
|
|
Nov 14, 2022
Q1 2022
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
2K+ 18.07% |
$167K - $171K
|
13.1K
$1.07M
|
|
|
Apr 29, 2022
Q1 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
2KNew |
$167K - $171K
|
2K
$164K
|
|
|
Apr 20, 2022
Q1 2022
|
Bank Of New Hampshire
|
BUY
|
- |
1.93KNew |
$161K - $165K
|
1.93K
$158K
|
|
|
Apr 04, 2022
Q1 2022
|
Symmetry Partners, LLC
|
BUY
|
- |
1.9K+ 11.53% |
$158K - $163K
|
18.4K
$1.51M
|
|
|
May 09, 2022
Q1 2022
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
1.8K+ 15.39% |
$150K - $154K
|
13.5K
$1.11M
|
|
|
Apr 27, 2022
Q1 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
1.78K+ 3.29% |
$148K - $152K
|
55.8K
$4.58M
|
|
|
May 05, 2022
Q1 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.77K+ 1.46% |
$148K - $152K
|
123K
$10.1M
|
|
|
May 12, 2022
Q1 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.77K+ 2.13% |
$147K - $151K
|
84.7K
$6.94M
|
|
|
Apr 28, 2022
Q1 2022
|
Element Wealth, LLC
|
BUY
|
- |
1.71KNew |
$142K - $146K
|
1.71K
$140K
|
|
|
May 11, 2022
Q1 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.65K+ 2.3% |
$137K - $141K
|
73.2K
$6.01M
|
|
|
May 06, 2022
Q1 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1.62K+ 266.94% |
$134K - $138K
|
2.22K
$182K
|
|
|
May 09, 2022
Q1 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
1.61K+ 7.76% |
$134K - $137K
|
22.3K
$1.83M
|
|
|
May 04, 2022
Q1 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
1.59K+ 2.22% |
$132K - $136K
|
72.9K
$5.98M
|
|
|
May 13, 2022
Q1 2022
|
Vontobel Holding Ltd.
|
BUY
|
- |
1.58K+ 17.07% |
$131K - $135K
|
10.8K
$888K
|
|
|
May 16, 2022
Q1 2022
|
Jmac Enterprises LLC
|
BUY
|
- |
1.55K+ 1.7% |
$129K - $132K
|
92.6K
$7.59M
|
|
|
May 02, 2022
Q1 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.54K+ 30.62% |
$128K - $132K
|
6.58K
$540K
|
|
|
Apr 18, 2022
Q1 2022
|
Innova Wealth Partners
|
BUY
|
- |
1.54K+ 1.41% |
$128K - $131K
|
110K
$9.06M
|
|
|
Apr 18, 2022
Q1 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
1.53K+ 8.63% |
$127K - $131K
|
19.3K
$1.58M
|
|
|
May 04, 2022
Q1 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.5KNew |
$125K - $128K
|
1.5K
$123K
|
|
|
May 12, 2022
Q1 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
1.5K+ 6.8% |
$125K - $128K
|
23.6K
$1.93M
|
|
|
May 03, 2022
Q1 2022
|
One Day In July LLC
|
BUY
|
- |
1.46K+ 7.24% |
$122K - $125K
|
21.6K
$1.77M
|
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.44K+ 85.01% |
$119K - $123K
|
3.12K
$256K
|
|
|
Apr 26, 2022
Q1 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
1.42K+ 26.09% |
$118K - $122K
|
6.88K
$564K
|
|
|
May 03, 2022
Q1 2022
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
1.41K+ 1.08% |
$118K - $121K
|
133K
$10.9M
|
|
|
Apr 29, 2022
Q1 2022
|
Investment Advisory Group, LLC
|
BUY
|
- |
1.39K+ 16.54% |
$116K - $119K
|
9.79K
$803K
|
|
|
Apr 21, 2022
Q1 2022
|
Flagship Private Wealth, LLC
|
BUY
|
- |
1.35K+ 9.72% |
$112K - $115K
|
15.2K
$1.25M
|
|
|
Apr 25, 2022
Q1 2022
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
1.34K+ 29.23% |
$111K - $114K
|
5.9K
$484K
|
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.3K+ 21650.0% |
$108K - $111K
|
1.31K
$107K
|
|
|
Apr 15, 2022
Q1 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1.3K+ 26.58% |
$108K - $111K
|
6.17K
$506K
|
|
|
Aug 12, 2022
Q1 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.28K+ 7.37% |
$107K - $110K
|
18.7K
$1.53M
|
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.28K+ 3.49% |
$107K - $110K
|
38K
$3.12M
|
|
|
Apr 21, 2022
Q1 2022
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
1.26K+ 1.02% |
$105K - $107K
|
125K
$10.3M
|
|
|
Apr 27, 2022
Q1 2022
|
Crewe Advisors LLC
|
BUY
|
- |
1.25KNew |
$104K - $107K
|
1.25K
$103K
|
|
|
Apr 21, 2022
Q1 2022
|
Zhang Financial LLC
|
BUY
|
- |
1.24K+ 4.12% |
$103K - $106K
|
31.3K
$2.57M
|
|
|
May 13, 2022
Q1 2022
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
1.24K+ 10.98% |
$103K - $106K
|
12.5K
$1.02M
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
BUY
|
- |
1.22K+ 1.41% |
$101K - $104K
|
87.2K
$7.15M
|
|
|
May 12, 2022
Q1 2022
|
Antonetti Capital Management LLC
|
BUY
|
- |
1.2K+ 9.65% |
$99.9K - $103K
|
13.6K
$1.12M
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.13K+ 4.97% |
$94.2K - $96.7K
|
23.9K
$1.96M
|
|
|
May 12, 2022
Q1 2022
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
1.1K+ 2.56% |
$91.5K - $94K
|
44.1K
$3.62M
|