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 13, 2022
Q2 2022
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-4.55K- 10.48% |
$373K - $380K
|
38.9K
$3.19M
|
|
Aug 15, 2022
Q2 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-4.72KClosed |
$387K - $394K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-4.88K- 13.48% |
$400K - $407K
|
31.3K
$2.57M
|
|
Jul 28, 2022
Q2 2022
|
Ntv Asset Management LLC
|
SELL
|
- |
-4.92K- 4.3% |
$403K - $411K
|
109K
$8.98M
|
|
Jul 28, 2022
Q2 2022
|
Matisse Capital
|
SELL
|
- |
-5.1KClosed |
$418K - $426K
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-5.21K- 23.8% |
$427K - $435K
|
16.7K
$1.37M
|
|
Jul 22, 2022
Q2 2022
|
Successful Portfolios LLC
|
SELL
|
- |
-5.25KClosed |
$430K - $438K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-5.26KClosed |
$431K - $439K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-5.26KClosed |
$431K - $439K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-5.31K- 36.97% |
$435K - $443K
|
9.05K
$743K
|
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-5.41K- 15.6% |
$443K - $452K
|
29.3K
$2.4M
|
|
Nov 14, 2022
Q2 2022
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-5.45K- 41.63% |
$446K - $455K
|
7.64K
$626K
|
|
Jul 12, 2022
Q2 2022
|
Wbh Advisory Inc
|
SELL
|
- |
-5.55K- 45.4% |
$455K - $464K
|
6.68K
$548K
|
|
Jul 28, 2022
Q2 2022
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-5.63K- 12.49% |
$461K - $470K
|
39.4K
$3.23M
|
|
Jul 22, 2022
Q2 2022
|
Coastline Trust CO
|
SELL
|
- |
-5.67K- 58.88% |
$465K - $473K
|
3.96K
$325K
|
|
Aug 04, 2022
Q2 2022
|
Tru Independence LLC
|
SELL
|
- |
-6KClosed |
$492K - $501K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Country Club Bank
|
SELL
|
- |
-6.17KClosed |
$506K - $515K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Astoria Strategic Wealth, Inc.
|
SELL
|
- |
-6.33K- 8.4% |
$519K - $529K
|
69.1K
$5.67M
|
|
Aug 04, 2022
Q2 2022
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-6.34K- 26.25% |
$519K - $529K
|
17.8K
$1.46M
|
|
Jul 26, 2022
Q2 2022
|
Mader & Shannon Wealth Management, Inc.
|
SELL
|
- |
-6.38K- 7.05% |
$523K - $533K
|
84.1K
$6.9M
|
|
Aug 15, 2022
Q2 2022
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-6.5K- 67.69% |
$533K - $543K
|
3.11K
$255K
|
|
Jul 14, 2022
Q2 2022
|
Ma Private Wealth
|
SELL
|
- |
-6.54KClosed |
$536K - $546K
|
0
$0
|
|
Jul 14, 2022
Q2 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-6.58KClosed |
$539K - $549K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-6.61K- 18.88% |
$542K - $552K
|
28.4K
$2.33M
|
|
Aug 05, 2022
Q2 2022
|
South State Corp
|
SELL
|
- |
-6.67K- 1.52% |
$547K - $557K
|
432K
$35.5M
|
|
Aug 10, 2022
Q2 2022
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-6.69K- 3.47% |
$548K - $558K
|
186K
$15.3M
|
|
Jul 19, 2022
Q2 2022
|
High Mark Wealth Management LLC
|
SELL
|
- |
-6.7K- 23.58% |
$549K - $559K
|
21.7K
$1.78M
|
|
Jul 12, 2022
Q2 2022
|
America First Investment Advisors, LLC
|
SELL
|
- |
-6.84K- 16.39% |
$561K - $571K
|
34.9K
$2.86M
|
|
Aug 15, 2022
Q2 2022
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-6.99K- 60.81% |
$573K - $584K
|
4.51K
$370K
|
|
Aug 15, 2022
Q2 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-7.02K- 6.85% |
$575K - $586K
|
95.3K
$7.82M
|
|
Jul 21, 2022
Q2 2022
|
Rede Wealth, LLC
|
SELL
|
- |
-7.04K- 56.67% |
$577K - $588K
|
5.39K
$442K
|
|
Aug 15, 2022
Q2 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-7.22K- 7.26% |
$592K - $603K
|
92.3K
$7.57M
|
|
Aug 15, 2022
Q2 2022
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-7.71KClosed |
$632K - $644K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Berkshire Bank
|
SELL
|
- |
-7.78K- 53.92% |
$638K - $649K
|
6.65K
$545K
|
|
Aug 11, 2022
Q2 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-7.78K- 53.21% |
$638K - $649K
|
6.84K
$561K
|
|
Aug 05, 2022
Q2 2022
|
Cadinha & CO LLC
|
SELL
|
- |
-7.88K- 53.59% |
$646K - $658K
|
6.83K
$560K
|
|
Jul 15, 2022
Q2 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-8.03KClosed |
$658K - $670K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-8.12K- 18.99% |
$666K - $678K
|
34.6K
$2.84M
|
|
Jul 27, 2022
Q2 2022
|
Columbus Macro, LLC
|
SELL
|
- |
-8.27K- 37.97% |
$677K - $690K
|
13.5K
$1.11M
|
|
Aug 16, 2022
Q2 2022
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-8.37KClosed |
$686K - $699K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-8.42K- 3.01% |
$690K - $703K
|
271K
$22.2M
|
|
Aug 12, 2022
Q2 2022
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-8.45KClosed |
$693K - $705K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-8.58K- 45.25% |
$703K - $716K
|
10.4K
$852K
|
|
Aug 03, 2022
Q2 2022
|
Safeguard Financial, LLC
|
SELL
|
- |
-8.74K- 53.41% |
$716K - $730K
|
7.63K
$625K
|
|
Jul 19, 2022
Q2 2022
|
Mv Capital Management, Inc.
|
SELL
|
- |
-9.01KClosed |
$739K - $752K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-9.02K- 2.3% |
$739K - $753K
|
383K
$31.4M
|
|
Jul 27, 2022
Q2 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-9.19K- 16.13% |
$753K - $767K
|
47.8K
$3.92M
|
|
Aug 16, 2022
Q2 2022
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-9.33K- 22.15% |
$765K - $779K
|
32.8K
$2.69M
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-9.43K- 13.51% |
$773K - $787K
|
60.4K
$4.95M
|
|
Oct 12, 2023
Q2 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-9.53K- 77.04% |
$781K - $796K
|
2.84K
$233K
|