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 05, 2022
Q1 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
300New |
$25K - $25.6K
|
300
$24.6K
|
|
|
May 10, 2022
Q1 2022
|
Pecaut & Co.
|
BUY
|
- |
290New |
$24.1K - $24.8K
|
290
$23.8K
|
|
|
May 03, 2022
Q1 2022
|
Values First Advisors, Inc.
|
BUY
|
- |
289+ 1.48% |
$24.1K - $24.7K
|
19.8K
$1.63M
|
|
|
May 10, 2022
Q1 2022
|
Provence Wealth Management Group
|
BUY
|
- |
287+ 4.57% |
$23.9K - $24.5K
|
6.57K
$539K
|
|
|
May 16, 2022
Q1 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
270+ 1.0% |
$22.5K - $23.1K
|
27.1K
$2.23M
|
|
|
May 12, 2022
Q1 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
267+ 2.43% |
$22.2K - $22.8K
|
11.3K
$923K
|
|
|
May 06, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
264New |
$22K - $22.6K
|
264
$21.7K
|
|
|
May 13, 2022
Q1 2022
|
Cypress Capital Management LLC
Greenville, DE |
BUY
|
- |
250+ 5.91% |
$20.8K - $21.4K
|
4.48K
$367K
|
|
|
Apr 26, 2022
Q1 2022
|
Columbus Macro, LLC
|
BUY
|
- |
249+ 1.16% |
$20.7K - $21.3K
|
21.8K
$1.79M
|
|
|
Apr 20, 2022
Q1 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
248New |
$20.6K - $21.2K
|
248
$20.3K
|
|
|
May 05, 2022
Q1 2022
|
Roman Butler Fullerton & CO
|
BUY
|
- |
246+ 8.29% |
$20.5K - $21K
|
3.21K
$263K
|
|
|
May 16, 2022
Q1 2022
|
Vericrest Private Wealth
Newtown, PA |
BUY
|
- |
222+ 4.93% |
$18.5K - $19K
|
4.73K
$388K
|
|
|
May 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
217+ 7.91% |
$18.1K - $18.6K
|
2.96K
$243K
|
|
|
May 11, 2022
Q1 2022
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
204+ 11.25% |
$17K - $17.4K
|
2.02K
$166K
|
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
183+ 1.07% |
$15.2K - $15.6K
|
17.3K
$1.42M
|
|
|
Apr 28, 2022
Q1 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
170+ 1.04% |
$14.2K - $14.5K
|
16.6K
$1.36M
|
|
|
May 09, 2022
Q1 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
165New |
$13.7K - $14.1K
|
165
$13.5K
|
|
|
Apr 11, 2022
Q1 2022
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
162+ 0.18% |
$13.5K - $13.8K
|
89.2K
$7.32M
|
|
|
Apr 06, 2022
Q1 2022
|
Martin Capital Partners, LLC
|
BUY
|
- |
160+ 0.37% |
$13.3K - $13.7K
|
43.3K
$3.55M
|
|
|
Apr 29, 2022
Q1 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
150+ 1.47% |
$12.5K - $12.8K
|
10.4K
$850K
|
|
|
May 16, 2022
Q1 2022
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
136+ 1.47% |
$11.3K - $11.6K
|
9.37K
$768K
|
|
|
Apr 08, 2022
Q1 2022
|
Optimum Investment Advisors
|
BUY
|
- |
116+ 2.14% |
$9.66K - $9.92K
|
5.54K
$454K
|
|
|
Apr 14, 2022
Q1 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
110+ 1.95% |
$9.16K - $9.4K
|
5.75K
$472K
|
|
|
May 03, 2022
Q1 2022
|
First National Trust CO
|
BUY
|
- |
105+ 2.21% |
$8.74K - $8.98K
|
4.86K
$398K
|
|
|
Aug 12, 2024
Q1 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
105New |
$8.74K - $8.98K
|
105
$8.61K
|
|
|
Apr 07, 2022
Q1 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
104New |
$8.66K - $8.89K
|
104
$8.53K
|
|
|
May 05, 2022
Q1 2022
|
Washington Trust CO
|
BUY
|
- |
100New |
$8.33K - $8.55K
|
100
$8.2K
|
|
|
May 09, 2022
Q1 2022
|
Gw Henssler & Associates LTD
|
BUY
|
- |
93+ 1.11% |
$7.74K - $7.95K
|
8.48K
$695K
|
|
|
Apr 25, 2022
Q1 2022
|
Private Ocean, LLC
|
BUY
|
- |
91+ 103.41% |
$7.58K - $7.78K
|
179
$14.7K
|
|
|
Apr 21, 2022
Q1 2022
|
Successful Portfolios LLC
|
BUY
|
- |
90+ 1.75% |
$7.49K - $7.69K
|
5.25K
$430K
|
|
|
Dec 01, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
83+ 45.86% |
$6.91K - $7.1K
|
264
$21.7K
|
|
|
May 02, 2022
Q1 2022
|
Spc Financial, Inc.
|
BUY
|
- |
78+ 1.3% |
$6.49K - $6.67K
|
6.08K
$499K
|
|
|
May 10, 2022
Q1 2022
|
New Square Capital LLC
|
BUY
|
- |
75+ 1500.0% |
$6.24K - $6.41K
|
80
$6.56K
|
|
|
Aug 14, 2024
Q1 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
74+ 9.14% |
$6.16K - $6.33K
|
884
$72.5K
|
|
|
May 09, 2022
Q1 2022
|
Signal Point Asset Management, LLC
|
BUY
|
- |
69+ 0.69% |
$5.74K - $5.9K
|
10.1K
$829K
|
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
66+ 200.0% |
$5.49K - $5.64K
|
99
$8.12K
|
|
|
May 13, 2022
Q1 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
65+ 0.82% |
$5.41K - $5.56K
|
7.97K
$653K
|
|
|
May 25, 2022
Q1 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
62+ 13.66% |
$5.16K - $5.3K
|
516
$42.3K
|
|
|
May 13, 2022
Q1 2022
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
58+ 1.16% |
$4.83K - $4.96K
|
5.06K
$415K
|
|
|
May 13, 2022
Q1 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
50+ 0.44% |
$4.16K - $4.27K
|
11.4K
$939K
|
|
|
Apr 29, 2022
Q1 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
47+ 5.39% |
$3.91K - $4.02K
|
919
$75.4K
|
|
|
Apr 27, 2022
Q1 2022
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
47+ 0.13% |
$3.91K - $4.02K
|
36.1K
$2.96M
|
|
|
May 16, 2022
Q1 2022
|
State Street Corp
Boston, MA |
BUY
|
- |
46+ 0.01% |
$3.83K - $3.93K
|
582K
$47.7M
|
|
|
May 13, 2022
Q1 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
40New |
$3.33K - $3.42K
|
40
$3.28K
|
|
|
May 26, 2022
Q1 2022
|
Gradient Investments LLC
|
BUY
|
- |
35+ 700.0% |
$2.91K - $2.99K
|
40
$3.28K
|
|
|
Apr 25, 2022
Q1 2022
|
Regions Financial Corp
|
BUY
|
- |
34+ 0.16% |
$2.83K - $2.91K
|
21.4K
$1.76M
|
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
28+ 0.97% |
$2.33K - $2.39K
|
2.9K
$238K
|
|
|
Feb 14, 2024
Q1 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
28+ 0.97% |
$2.33K - $2.39K
|
2.9K
$238K
|
|
|
May 06, 2022
Q1 2022
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
25+ 0.22% |
$2.08K - $2.14K
|
11.5K
$945K
|
|
|
Apr 21, 2022
Q1 2022
|
Asset Dedication, LLC
|
BUY
|
- |
18+ 0.7% |
$1.5K - $1.54K
|
2.57K
$211K
|