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 31, 2022
Q2 2022
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-533- 8.43% |
$43.7K - $44.5K
|
5.79K
$475K
|
|
Jul 18, 2022
Q2 2022
|
Wc Walker & Associates, Inc.
|
SELL
|
- |
-576- 10.43% |
$47.2K - $48.1K
|
4.95K
$406K
|
|
Jul 19, 2022
Q2 2022
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-585- 3.84% |
$48K - $48.8K
|
14.7K
$1.2M
|
|
Aug 15, 2022
Q2 2022
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-593- 2.52% |
$48.6K - $49.5K
|
23K
$1.88M
|
|
Jul 25, 2022
Q2 2022
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-595- 29.48% |
$48.8K - $49.7K
|
1.42K
$117K
|
|
Aug 17, 2022
Q2 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-595- 11.2% |
$48.8K - $49.7K
|
4.72K
$387K
|
|
Aug 15, 2022
Q2 2022
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-600- 4.58% |
$49.2K - $50.1K
|
12.5K
$1.02M
|
|
Aug 10, 2022
Q2 2022
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-600- 5.21% |
$49.2K - $50.1K
|
10.9K
$895K
|
|
Jul 27, 2022
Q2 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-602- 19.29% |
$49.3K - $50.3K
|
2.52K
$207K
|
|
Jul 21, 2022
Q2 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-603- 4.0% |
$49.4K - $50.3K
|
14.5K
$1.19M
|
|
Jul 26, 2022
Q2 2022
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-610- 3.43% |
$50K - $50.9K
|
17.2K
$1.41M
|
|
Aug 02, 2022
Q2 2022
|
Triumph Capital Management
|
SELL
|
- |
-621- 14.13% |
$50.9K - $51.8K
|
3.78K
$310K
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-629- 6.01% |
$51.6K - $52.5K
|
9.84K
$807K
|
|
Aug 04, 2022
Q2 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-675- 21.11% |
$55.3K - $56.3K
|
2.52K
$207K
|
|
Aug 08, 2022
Q2 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-690- 1.13% |
$56.6K - $57.6K
|
60.2K
$4.94M
|
|
Aug 12, 2022
Q2 2022
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-695- 20.14% |
$57K - $58K
|
2.76K
$226K
|
|
Aug 11, 2022
Q2 2022
|
Maryland Capital Management
Towson, MD |
SELL
|
- |
-725- 6.48% |
$59.4K - $60.5K
|
10.5K
$858K
|
|
Jul 14, 2022
Q2 2022
|
Zhang Financial LLC
|
SELL
|
- |
-746- 2.38% |
$61.1K - $62.3K
|
30.6K
$2.51M
|
|
Aug 04, 2022
Q2 2022
|
Sierra Capital LLC
|
SELL
|
- |
-764- 4.66% |
$62.6K - $63.8K
|
15.6K
$1.28M
|
|
Jul 11, 2022
Q2 2022
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-798- 6.94% |
$65.4K - $66.6K
|
10.7K
$878K
|
|
Jul 27, 2022
Q2 2022
|
Bank Hapoalim Bm
|
SELL
|
- |
-816- 11.6% |
$66.9K - $68.1K
|
6.22K
$510K
|
|
Jul 01, 2022
Q2 2022
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-840- 0.7% |
$68.9K - $70.1K
|
119K
$9.8M
|
|
Jul 27, 2022
Q2 2022
|
Clarity Financial LLC
|
SELL
|
- |
-850- 23.11% |
$69.7K - $71K
|
2.83K
$232K
|
|
Aug 02, 2022
Q2 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-866- 25.79% |
$71K - $72.3K
|
2.49K
$204K
|
|
Aug 10, 2022
Q2 2022
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-881- 18.69% |
$72.2K - $73.5K
|
3.83K
$315K
|
|
Aug 16, 2022
Q2 2022
|
Arrow Investment Advisors, LLC
Laurel, MD |
SELL
|
- |
-913- 0.87% |
$74.8K - $76.2K
|
104K
$8.57M
|
|
Aug 02, 2022
Q2 2022
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-918- 2.54% |
$75.2K - $76.6K
|
35.2K
$2.89M
|
|
Aug 03, 2022
Q2 2022
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-928- 2.1% |
$76.1K - $77.5K
|
43.2K
$3.54M
|
|
Aug 11, 2022
Q2 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-935- 1.55% |
$76.6K - $78.1K
|
59.4K
$4.87M
|
|
Jul 29, 2022
Q2 2022
|
Peoples Bank
|
SELL
|
- |
-939- 8.0% |
$77K - $78.4K
|
10.8K
$886K
|
|
Jul 25, 2022
Q2 2022
|
Arrow Financial Corp
|
SELL
|
- |
-1K- 31.0% |
$82K - $83.5K
|
2.23K
$183K
|
|
Jul 20, 2022
Q2 2022
|
Donald L. Hagan, LLC
|
SELL
|
- |
-1.01K- 1.49% |
$82.9K - $84.4K
|
66.7K
$5.47M
|
|
Aug 11, 2022
Q2 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1.02K- 2.94% |
$83.4K - $84.9K
|
33.5K
$2.75M
|
|
Jul 27, 2022
Q2 2022
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-1.02K- 2.04% |
$83.9K - $85.4K
|
49.1K
$4.03M
|
|
Aug 03, 2022
Q2 2022
|
First National Trust CO
|
SELL
|
- |
-1.06K- 21.83% |
$86.9K - $88.5K
|
3.8K
$311K
|
|
Jul 15, 2022
Q2 2022
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-1.1K- 8.93% |
$90.1K - $91.7K
|
11.2K
$919K
|
|
Aug 09, 2022
Q2 2022
|
Camden National Bank
Camden, ME |
SELL
|
- |
-1.12K- 1.54% |
$91.9K - $93.6K
|
71.5K
$5.86M
|
|
Jul 22, 2022
Q2 2022
|
Hemington Wealth Management
|
SELL
|
- |
-1.13K- 14.23% |
$92.8K - $94.5K
|
6.83K
$560K
|
|
Aug 08, 2022
Q2 2022
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-1.17K- 6.69% |
$96.2K - $97.9K
|
16.4K
$1.34M
|
|
Jul 20, 2022
Q2 2022
|
Ballast Advisors LLC
|
SELL
|
- |
-1.23K- 3.96% |
$100K - $102K
|
29.7K
$2.44M
|
|
Jul 08, 2022
Q2 2022
|
Appleton Partners Inc
|
SELL
|
- |
-1.23K- 33.47% |
$101K - $103K
|
2.45K
$201K
|
|
Jul 15, 2022
Q2 2022
|
Transform Wealth, LLC
|
SELL
|
- |
-1.26K- 13.33% |
$103K - $105K
|
8.2K
$673K
|
|
Jul 22, 2022
Q2 2022
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-1.27K- 32.94% |
$104K - $106K
|
2.58K
$212K
|
|
Aug 15, 2022
Q2 2022
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-1.31K- 20.91% |
$108K - $110K
|
4.97K
$408K
|
|
Aug 15, 2022
Q2 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-1.35K- 24.34% |
$111K - $113K
|
4.2K
$345K
|
|
Jul 08, 2022
Q2 2022
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-1.39K- 1.66% |
$114K - $116K
|
82.7K
$6.79M
|
|
Aug 02, 2022
Q2 2022
|
American Investment Services, Inc.
|
SELL
|
- |
-1.4K- 4.62% |
$115K - $117K
|
29K
$2.38M
|
|
Jul 22, 2022
Q2 2022
|
Steward Financial Group LLC
|
SELL
|
- |
-1.4KClosed |
$115K - $117K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Antonetti Capital Management LLC
|
SELL
|
- |
-1.5K- 11.0% |
$123K - $125K
|
12.1K
$996K
|
|
Aug 15, 2022
Q2 2022
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-1.5K- 10.02% |
$123K - $125K
|
13.5K
$1.11M
|