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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2022
Q2 2022
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
101+ 0.38% |
$8.28K - $8.43K
|
26.4K
$2.16M
|
|
|
Aug 02, 2022
Q2 2022
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
96New |
$7.87K - $8.01K
|
96
$7.87K
|
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
92+ 2.3% |
$7.54K - $7.68K
|
4.09K
$336K
|
|
|
Jul 29, 2022
Q2 2022
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
85+ 2.37% |
$6.97K - $7.1K
|
3.67K
$301K
|
|
|
Aug 01, 2022
Q2 2022
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
75+ 0.95% |
$6.15K - $6.26K
|
7.98K
$655K
|
|
|
Aug 01, 2022
Q2 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
74+ 105.71% |
$6.07K - $6.18K
|
144
$11.8K
|
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
BUY
|
- |
72+ 180.0% |
$5.9K - $6.01K
|
112
$9.19K
|
|
|
Aug 15, 2022
Q2 2022
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
70+ 2.16% |
$5.74K - $5.84K
|
3.32K
$272K
|
|
|
Jul 25, 2022
Q2 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
70New |
$5.74K - $5.84K
|
70
$5.74K
|
|
|
Aug 10, 2022
Q2 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
63+ 0.72% |
$5.16K - $5.26K
|
8.82K
$724K
|
|
|
Jul 28, 2022
Q2 2022
|
Rise Advisors, LLC
|
BUY
|
- |
54+ 27.84% |
$4.43K - $4.51K
|
248
$20.3K
|
|
|
Jul 18, 2022
Q2 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
51New |
$4.18K - $4.26K
|
51
$4.18K
|
|
|
Aug 12, 2022
Q2 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
50+ 0.48% |
$4.1K - $4.17K
|
10.4K
$854K
|
|
|
Jul 21, 2022
Q2 2022
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
50+ 0.52% |
$4.1K - $4.17K
|
9.75K
$800K
|
|
|
Aug 16, 2022
Q2 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
44New |
$3.61K - $3.67K
|
44
$3.61K
|
|
|
Jul 22, 2022
Q2 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
40+ 1.01% |
$3.28K - $3.34K
|
4K
$328K
|
|
|
Aug 10, 2022
Q2 2022
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
35+ 6.65% |
$2.87K - $2.92K
|
561
$46K
|
|
|
Aug 04, 2022
Q2 2022
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
33+ 0.07% |
$2.71K - $2.75K
|
48.9K
$4.01M
|
|
|
Jul 22, 2022
Q2 2022
|
Element Wealth, LLC
|
BUY
|
- |
29+ 1.7% |
$2.38K - $2.42K
|
1.74K
$142K
|
|
|
Sep 21, 2022
Q2 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
26New |
$2.13K - $2.17K
|
26
$2.13K
|
|
|
Nov 16, 2022
Q2 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
25+ 0.92% |
$2.05K - $2.09K
|
2.73K
$224K
|
|
|
Aug 15, 2022
Q2 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
13+ 0.25% |
$1.07K - $1.09K
|
5.15K
$422K
|
|
|
Aug 01, 2022
Q2 2022
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
11+ 0.09% |
$902 - $918
|
12K
$983K
|
|
|
Aug 11, 2022
Q2 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
10+ 0.16% |
$820 - $835
|
6.2K
$508K
|
|
|
Jul 22, 2022
Q2 2022
|
Bison Wealth, LLC
|
BUY
|
- |
8+ 2.69% |
$656 - $668
|
305
$25K
|
|
|
Jul 20, 2022
Q2 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
7+ 0.12% |
$574 - $584
|
5.95K
$488K
|
|
|
Jul 01, 2022
Q2 2022
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
7+ 0.11% |
$574 - $584
|
6.62K
$543K
|
|
|
Jul 11, 2022
Q2 2022
|
Stone Asset Management Inc.
|
BUY
|
- |
4+ 0.16% |
$328 - $334
|
2.53K
$208K
|
|
|
Jul 06, 2022
Q2 2022
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
4+ 0.05% |
$328 - $334
|
7.89K
$647K
|
|
|
Jul 13, 2022
Q2 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
3+ 0.06% |
$246 - $250
|
5.33K
$437K
|
|
|
Jul 13, 2022
Q2 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
3+ 0.16% |
$246 - $250
|
1.84K
$151K
|
|
|
Aug 08, 2022
Q2 2022
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
3+ 0.07% |
$246 - $250
|
4.22K
$346K
|
|
|
Aug 02, 2022
Q2 2022
|
Resolute Financial, LLC
|
BUY
|
- |
1+ 0.01% |
$82 - $83.5
|
7.57K
$621K
|
|
|
Aug 01, 2022
Q2 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
1+ 0.19% |
$82 - $83.5
|
516
$42.3K
|
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1+ 0.17% |
$82 - $83.5
|
586
$48.1K
|
|
|
Jul 19, 2022
Q2 2022
|
Horan Securities, Inc.
|
BUY
|
- |
1+ 0.04% |
$82 - $83.5
|
2.74K
$225K
|
|
|
Aug 08, 2022
Q2 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
1+ 0.1% |
$82 - $83.5
|
1K
$82.1K
|
|
|
Jul 18, 2022
Q2 2022
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-1- 0.02% |
$82 - $83.5
|
6.32K
$518K
|
|
|
Aug 15, 2022
Q2 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-1Closed |
$82 - $83.5
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Cutler Group LP
|
SELL
|
- |
-1- 0.99% |
$82 - $83.5
|
100
$8.2K
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-1Closed |
$82 - $83.5
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-3Closed |
$246 - $250
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-8Closed |
$656 - $668
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Citizens Financial Group Inc
|
SELL
|
- |
-10- 0.04% |
$820 - $835
|
23.6K
$1.93M
|
|
|
Aug 15, 2022
Q2 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-13- 0.23% |
$1.07K - $1.09K
|
5.64K
$462K
|
|
|
Jul 19, 2022
Q2 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-14- 0.3% |
$1.15K - $1.17K
|
4.69K
$385K
|
|
|
Aug 08, 2022
Q2 2022
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-15- 0.53% |
$1.23K - $1.25K
|
2.8K
$230K
|
|
|
Aug 05, 2022
Q2 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-16- 1.74% |
$1.31K - $1.34K
|
903
$74.1K
|
|
|
Jul 01, 2022
Q2 2022
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-16- 0.45% |
$1.31K - $1.34K
|
3.52K
$289K
|
|
|
Jul 13, 2022
Q2 2022
|
Tsfg, LLC
|
SELL
|
- |
-17Closed |
$1.39K - $1.42K
|
0
$0
|