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 18, 2022
Q2 2022
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-9.76KClosed |
$800K - $815K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-9.93K- 9.07% |
$814K - $829K
|
99.5K
$8.17M
|
|
|
Aug 11, 2022
Q2 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-11.4K- 32.83% |
$936K - $954K
|
23.4K
$1.92M
|
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-11.7K- 1.03% |
$958K - $975K
|
1.12M
$91.7M
|
|
|
Nov 13, 2023
Q2 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-11.8K- 97.75% |
$967K - $985K
|
271
$22.2K
|
|
|
Jul 15, 2022
Q2 2022
|
Brave Asset Management Inc
|
SELL
|
- |
-11.8KClosed |
$967K - $985K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Comerica Bank
|
SELL
|
- |
-11.8K- 10.44% |
$969K - $986K
|
101K
$8.31M
|
|
|
Aug 10, 2022
Q2 2022
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-12K- 23.34% |
$981K - $999K
|
39.3K
$3.22M
|
|
|
Aug 16, 2022
Q2 2022
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-12.5K- 39.05% |
$1.02M - $1.04M
|
19.5K
$1.6M
|
|
|
Aug 15, 2022
Q2 2022
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-12.6K- 27.25% |
$1.03M - $1.05M
|
33.6K
$2.76M
|
|
|
Jul 19, 2022
Q2 2022
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-13.3K- 60.82% |
$1.09M - $1.11M
|
8.53K
$700K
|
|
|
Aug 11, 2022
Q2 2022
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-13.3K- 17.76% |
$1.09M - $1.11M
|
61.4K
$5.04M
|
|
|
Jul 27, 2022
Q2 2022
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-13.5K- 14.33% |
$1.1M - $1.13M
|
80.6K
$6.61M
|
|
|
Aug 09, 2022
Q2 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-14.2K- 62.31% |
$1.16M - $1.18M
|
8.56K
$702K
|
|
|
Aug 11, 2022
Q2 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-14.5KClosed |
$1.19M - $1.21M
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-14.5K- 49.0% |
$1.19M - $1.21M
|
15.1K
$1.24M
|
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-14.5K- 15.38% |
$1.19M - $1.21M
|
79.9K
$6.56M
|
|
|
Jul 27, 2022
Q2 2022
|
Csenge Advisory Group
|
SELL
|
- |
-14.6K- 10.34% |
$1.2M - $1.22M
|
127K
$10.4M
|
|
|
Aug 12, 2022
Q2 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-15KClosed |
$1.23M - $1.25M
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-15.1K- 17.8% |
$1.24M - $1.26M
|
69.6K
$5.71M
|
|
|
Aug 09, 2022
Q2 2022
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-16K- 16.07% |
$1.31M - $1.33M
|
83.4K
$6.84M
|
|
|
Aug 05, 2022
Q2 2022
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-16.1K- 7.31% |
$1.32M - $1.34M
|
204K
$16.7M
|
|
|
Aug 15, 2022
Q2 2022
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-16.3K- 10.45% |
$1.34M - $1.36M
|
140K
$11.5M
|
|
|
Aug 09, 2022
Q2 2022
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-16.9K- 59.76% |
$1.38M - $1.41M
|
11.3K
$931K
|
|
|
Aug 16, 2022
Q2 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-17.4KClosed |
$1.43M - $1.45M
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Matson Money. Inc.
|
SELL
|
- |
-19.3K- 1.4% |
$1.59M - $1.61M
|
1.37M
$112M
|
|
|
Aug 01, 2022
Q2 2022
|
Meitav Dash Investments LTD
|
SELL
|
- |
-19.4KClosed |
$1.59M - $1.62M
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-19.5K- 49.56% |
$1.6M - $1.63M
|
19.8K
$1.63M
|
|
|
Aug 02, 2022
Q2 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-19.5K- 77.06% |
$1.6M - $1.63M
|
5.8K
$476K
|
|
|
Oct 03, 2022
Q2 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-19.7K- 62.35% |
$1.61M - $1.64M
|
11.9K
$975K
|
|
|
Jul 18, 2022
Q2 2022
|
Wesbanco Bank Inc
|
SELL
|
- |
-19.7K- 39.59% |
$1.62M - $1.65M
|
30.1K
$2.47M
|
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-19.9K- 12.41% |
$1.63M - $1.66M
|
140K
$11.5M
|
|
|
Jul 27, 2022
Q2 2022
|
Klingman & Associates, LLC
|
SELL
|
- |
-21K- 73.83% |
$1.72M - $1.75M
|
7.44K
$610K
|
|
|
Aug 12, 2022
Q2 2022
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-21.1K- 50.24% |
$1.73M - $1.76M
|
20.9K
$1.71M
|
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-21.6K- 30.41% |
$1.77M - $1.8M
|
49.3K
$4.04M
|
|
|
Jul 12, 2022
Q2 2022
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-22.4KClosed |
$1.84M - $1.87M
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Ironwood Financial, LLC
|
SELL
|
- |
-23.1K- 47.82% |
$1.89M - $1.93M
|
25.2K
$2.07M
|
|
|
Aug 08, 2022
Q2 2022
|
Quent Capital, LLC
|
SELL
|
- |
-23.2K- 9.57% |
$1.9M - $1.94M
|
219K
$18M
|
|
|
Aug 09, 2022
Q2 2022
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-24.2K- 4.22% |
$1.98M - $2.02M
|
550K
$45.1M
|
|
|
Jul 13, 2022
Q2 2022
|
Bridge Advisory, LLC
|
SELL
|
- |
-26.1K- 24.41% |
$2.14M - $2.18M
|
80.8K
$6.63M
|
|
|
Aug 11, 2022
Q2 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-27K- 11.28% |
$2.21M - $2.25M
|
212K
$17.4M
|
|
|
Aug 05, 2022
Q2 2022
|
Ascent Group, LLC
|
SELL
|
- |
-27.5K- 19.52% |
$2.25M - $2.3M
|
113K
$9.3M
|
|
|
Aug 15, 2022
Q2 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-28K- 76.09% |
$2.3M - $2.34M
|
8.8K
$722K
|
|
|
Jul 28, 2022
Q2 2022
|
National Bank Of Canada
|
SELL
|
- |
-30K- 27.07% |
$2.46M - $2.5M
|
80.7K
$6.62M
|
|
|
Aug 03, 2022
Q2 2022
|
Regency Capital Management Inc.\De
|
SELL
|
- |
-30.1K- 98.52% |
$2.47M - $2.51M
|
452
$37.1K
|
|
|
Aug 05, 2022
Q2 2022
|
Efficient Advisors, LLC
|
SELL
|
- |
-30.6K- 7.76% |
$2.51M - $2.55M
|
364K
$29.8M
|
|
|
Aug 10, 2022
Q2 2022
|
Mc Collum Christoferson Group LLC
Amherst, NY |
SELL
|
- |
-33KClosed |
$2.71M - $2.76M
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-34.2K- 57.73% |
$2.81M - $2.86M
|
25.1K
$2.06M
|
|
|
Aug 15, 2022
Q2 2022
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-36.3K- 7.44% |
$2.97M - $3.03M
|
452K
$37M
|
|
|
Jul 07, 2022
Q2 2022
|
Legacy Private Trust Co.
|
SELL
|
- |
-37.4K- 46.79% |
$3.06M - $3.12M
|
42.5K
$3.49M
|