Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Jul 20, 2022
Q2 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
525+ 1.86% |
$43K - $43.8K
|
28.7K
$2.35M
|
|
Jul 28, 2022
Q2 2022
|
Crew Capital Management, Ltd.
|
BUY
|
- |
524+ 10.59% |
$43K - $43.7K
|
5.47K
$449K
|
|
Jul 15, 2022
Q2 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
501+ 13.63% |
$41.1K - $41.8K
|
4.18K
$343K
|
|
Jul 27, 2022
Q2 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
484+ 1.16% |
$39.7K - $40.4K
|
42.2K
$3.46M
|
|
Aug 09, 2022
Q2 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
476+ 4.39% |
$39K - $39.7K
|
11.3K
$928K
|
|
Jul 27, 2022
Q2 2022
|
Annex Advisory Services, LLC
|
BUY
|
- |
462+ 8.57% |
$37.9K - $38.6K
|
5.85K
$480K
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Counsel, Inc
|
BUY
|
- |
440New |
$36.1K - $36.7K
|
440
$36.1K
|
|
Jul 07, 2022
Q2 2022
|
Summit Financial Group, Inc.
|
BUY
|
- |
436+ 0.79% |
$35.7K - $36.4K
|
55.3K
$4.54M
|
|
Aug 02, 2022
Q2 2022
|
Rmr Wealth Builders
|
BUY
|
- |
415+ 1.51% |
$34K - $34.6K
|
28K
$2.29M
|
|
Aug 08, 2022
Q2 2022
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
395+ 3.53% |
$32.4K - $33K
|
11.6K
$950K
|
|
Jul 11, 2022
Q2 2022
|
Prosperity Planning, Inc.
|
BUY
|
- |
376New |
$30.8K - $31.4K
|
376
$30.8K
|
|
Aug 12, 2022
Q2 2022
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
362New |
$29.7K - $30.2K
|
362
$29.7K
|
|
Aug 15, 2022
Q2 2022
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
351+ 60.73% |
$28.8K - $29.3K
|
929
$76.2K
|
|
Jul 19, 2022
Q2 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
339+ 0.72% |
$27.8K - $28.3K
|
47.5K
$3.89M
|
|
Aug 05, 2022
Q2 2022
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
337+ 0.35% |
$27.6K - $28.1K
|
95.4K
$7.83M
|
|
Aug 09, 2022
Q2 2022
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
324+ 2.72% |
$26.6K - $27K
|
12.2K
$1M
|
|
Aug 11, 2022
Q2 2022
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
305+ 0.98% |
$25K - $25.5K
|
31.3K
$2.57M
|
|
Aug 12, 2022
Q2 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
300+ 14.63% |
$24.6K - $25K
|
2.35K
$193K
|
|
Aug 10, 2022
Q2 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
294+ 159.78% |
$24.1K - $24.5K
|
478
$39.2K
|
|
Aug 03, 2022
Q2 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
290+ 0.67% |
$23.8K - $24.2K
|
43.3K
$3.55M
|
|
Jul 26, 2022
Q2 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
282+ 1.38% |
$23.1K - $23.5K
|
20.7K
$1.7M
|
|
Aug 15, 2022
Q2 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
280+ 7.93% |
$23K - $23.4K
|
3.81K
$313K
|
|
Aug 03, 2022
Q2 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
278+ 12.52% |
$22.8K - $23.2K
|
2.5K
$205K
|
|
Jul 14, 2022
Q2 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
272+ 109.68% |
$22.3K - $22.7K
|
520
$42.7K
|
|
Aug 10, 2022
Q2 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
270New |
$22.1K - $22.5K
|
270
$22.1K
|
|
Aug 12, 2022
Q2 2022
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
268+ 2.67% |
$22K - $22.4K
|
10.3K
$846K
|
|
Aug 11, 2022
Q2 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
250+ 5.11% |
$20.5K - $20.9K
|
5.14K
$422K
|
|
Aug 04, 2022
Q2 2022
|
Nvwm, LLC
|
BUY
|
- |
249+ 0.99% |
$20.4K - $20.8K
|
25.3K
$2.08M
|
|
Jul 26, 2022
Q2 2022
|
Sky Oak Wealth, LLC
|
BUY
|
- |
248+ 0.52% |
$20.3K - $20.7K
|
48.3K
$3.96M
|
|
Jul 25, 2022
Q2 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
237+ 1.39% |
$19.4K - $19.8K
|
17.2K
$1.41M
|
|
Jul 27, 2022
Q2 2022
|
Ifs Advisors, LLC
|
BUY
|
- |
228+ 0.98% |
$18.7K - $19K
|
23.5K
$1.93M
|
|
Aug 09, 2022
Q2 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
219+ 100.0% |
$18K - $18.3K
|
438
$35.9K
|
|
Aug 11, 2022
Q2 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
201New |
$16.5K - $16.8K
|
201
$16.5K
|
|
Jul 13, 2022
Q2 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
191+ 0.4% |
$15.7K - $15.9K
|
47.4K
$3.89M
|
|
Aug 15, 2022
Q2 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
188+ 2.28% |
$15.4K - $15.7K
|
8.44K
$692K
|
|
Aug 12, 2022
Q2 2022
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
188+ 293.75% |
$15.4K - $15.7K
|
252
$20.7K
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
185+ 68.01% |
$15.2K - $15.4K
|
457
$37.5K
|
|
Aug 08, 2022
Q2 2022
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
184+ 0.62% |
$15.1K - $15.4K
|
30K
$2.46M
|
|
Aug 15, 2022
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
184+ 2.74% |
$15.1K - $15.4K
|
6.9K
$566K
|
|
Jan 27, 2023
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
184+ 2.74% |
$15.1K - $15.4K
|
6.9K
$566K
|
|
Jul 25, 2022
Q2 2022
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
165+ 10.2% |
$13.5K - $13.8K
|
1.78K
$146K
|
|
Aug 08, 2022
Q2 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
154+ 36.93% |
$12.6K - $12.9K
|
571
$46.8K
|
|
Jul 07, 2022
Q2 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
150+ 2.96% |
$12.3K - $12.5K
|
5.22K
$428K
|
|
Jul 08, 2022
Q2 2022
|
Martin Capital Partners, LLC
|
BUY
|
- |
126+ 0.29% |
$10.3K - $10.5K
|
43.4K
$3.56M
|
|
Jul 19, 2022
Q2 2022
|
Atlas Private Wealth Management
|
BUY
|
- |
125+ 5.2% |
$10.2K - $10.4K
|
2.53K
$207K
|
|
Jul 21, 2022
Q2 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
123New |
$10.1K - $10.3K
|
123
$10.1K
|
|
Aug 01, 2022
Q2 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
119+ 2.64% |
$9.75K - $9.93K
|
4.62K
$379K
|
|
Aug 10, 2022
Q2 2022
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
115+ 9.02% |
$9.43K - $9.6K
|
1.39K
$114K
|
|
Aug 15, 2022
Q2 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
105+ 3.56% |
$8.61K - $8.77K
|
3.06K
$251K
|
|
Aug 17, 2022
Q2 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
102New |
$8.36K - $8.51K
|
102
$8.37K
|