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 16, 2024
Q2 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
91.4K+ 10.63% |
$7.5M - $7.63M
|
952K
$78.1M
|
|
|
Aug 15, 2022
Q2 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
91.3K+ 1310.07% |
$7.48M - $7.62M
|
98.3K
$8.06M
|
|
|
Aug 10, 2022
Q2 2022
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
90.9K+ 673.1% |
$7.45M - $7.59M
|
104K
$8.56M
|
|
|
Jul 13, 2022
Q2 2022
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
89KNew |
$7.29M - $7.43M
|
89K
$7.3M
|
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
84K+ 573.36% |
$6.89M - $7.01M
|
98.7K
$8.1M
|
|
|
Aug 09, 2022
Q2 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
83.4K+ 101.13% |
$6.84M - $6.97M
|
166K
$13.6M
|
|
|
Jul 18, 2022
Q2 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
82.8K+ 55.38% |
$6.78M - $6.91M
|
232K
$19M
|
|
|
Aug 04, 2022
Q2 2022
|
Angeles Wealth Management, LLC
|
BUY
|
- |
81.9KNew |
$6.72M - $6.84M
|
81.9K
$6.72M
|
|
|
Jul 15, 2022
Q2 2022
|
Tkg Advisors, LLC
|
BUY
|
- |
81.7KNew |
$6.7M - $6.82M
|
81.7K
$6.7M
|
|
|
Aug 11, 2022
Q2 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
77.5K+ 39.62% |
$6.35M - $6.47M
|
273K
$22.4M
|
|
|
Aug 12, 2022
Q2 2022
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
76.5KNew |
$6.27M - $6.39M
|
76.5K
$6.28M
|
|
|
Aug 08, 2022
Q2 2022
|
Donoghue Forlines LLC
|
BUY
|
- |
76.3K+ 62.15% |
$6.26M - $6.37M
|
199K
$16.3M
|
|
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
BUY
|
- |
75.9K+ 209.79% |
$6.22M - $6.33M
|
112K
$9.19M
|
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
74.4K+ 40.68% |
$6.1M - $6.21M
|
257K
$21.1M
|
|
|
Aug 10, 2022
Q2 2022
|
Ubp Investment Advisors Sa
|
BUY
|
- |
73.2K+ 1316.41% |
$6M - $6.11M
|
78.7K
$6.46M
|
|
|
Aug 15, 2022
Q2 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
73K+ 505.75% |
$5.98M - $6.09M
|
87.4K
$7.17M
|
|
|
Aug 12, 2022
Q2 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
72.7KNew |
$5.96M - $6.07M
|
72.7K
$5.97M
|
|
|
Jul 26, 2022
Q2 2022
|
Tap Consulting, LLC
|
BUY
|
- |
71.1KNew |
$5.83M - $5.93M
|
71.1K
$5.83M
|
|
|
Aug 15, 2022
Q2 2022
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
70.9K+ 138.36% |
$5.81M - $5.92M
|
122K
$10M
|
|
|
Aug 15, 2022
Q2 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
70.7K+ 7.71% |
$5.79M - $5.9M
|
987K
$81M
|
|
|
Aug 09, 2022
Q2 2022
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
69.8KNew |
$5.72M - $5.83M
|
69.8K
$5.73M
|
|
|
Jul 14, 2022
Q2 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
66.3K+ 51.98% |
$5.44M - $5.54M
|
194K
$15.9M
|
|
|
Jul 20, 2022
Q2 2022
|
Center For Asset Management LLC
|
BUY
|
- |
66.2K+ 66.03% |
$5.43M - $5.53M
|
166K
$13.7M
|
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
65.3K+ 1636.22% |
$5.35M - $5.45M
|
69.3K
$5.68M
|
|
|
Aug 05, 2022
Q2 2022
|
Auxano Advisors, LLC
|
BUY
|
- |
62.3K+ 372.43% |
$5.11M - $5.2M
|
79K
$6.48M
|
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
60.5K+ 40.4% |
$4.96M - $5.05M
|
210K
$17.2M
|
|
|
Dec 11, 2023
Q2 2022
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
59.6K+ 30.73% |
$4.89M - $4.98M
|
254K
$20.8M
|
|
|
Aug 16, 2022
Q2 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
57.9K+ 12643.67% |
$4.75M - $4.83M
|
58.4K
$4.79M
|
|
|
Aug 03, 2022
Q2 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
56.7KNew |
$4.65M - $4.73M
|
56.7K
$4.65M
|
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
55.1K+ 63.06% |
$4.52M - $4.6M
|
142K
$11.7M
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
55K+ 42.25% |
$4.51M - $4.59M
|
185K
$15.2M
|
|
|
Aug 01, 2022
Q2 2022
|
Cypress Capital Management LLC (Wy)
|
BUY
|
- |
52.2KNew |
$4.28M - $4.36M
|
52.2K
$4.29M
|
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
49.3KNew |
$4.04M - $4.11M
|
49.3K
$4.04M
|
|
|
Aug 11, 2022
Q2 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
49.2K+ 42.89% |
$4.04M - $4.11M
|
164K
$13.5M
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
48.9K+ 11.54% |
$4.01M - $4.08M
|
473K
$38.8M
|
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
47.8K+ 543.6% |
$3.92M - $3.99M
|
56.6K
$4.64M
|
|
|
Aug 11, 2022
Q2 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
47.7K+ 65.87% |
$3.91M - $3.98M
|
120K
$9.86M
|
|
|
Aug 12, 2022
Q2 2022
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
47.5K+ 155.05% |
$3.89M - $3.97M
|
78.2K
$6.41M
|
|
|
Aug 11, 2022
Q2 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
47.3K+ 49.0% |
$3.88M - $3.95M
|
144K
$11.8M
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
45.9K+ 58.95% |
$3.76M - $3.83M
|
124K
$10.1M
|
|
|
Aug 05, 2022
Q2 2022
|
Dakota Wealth Management
|
BUY
|
- |
44.5K+ 177.96% |
$3.64M - $3.71M
|
69.4K
$5.7M
|
|
|
Jul 19, 2022
Q2 2022
|
J2 Capital Management Inc
|
BUY
|
- |
43.5KNew |
$3.56M - $3.63M
|
43.5K
$3.57M
|
|
|
Jul 15, 2022
Q2 2022
|
Strong Box Wealth, LLC
|
BUY
|
- |
43KNew |
$3.52M - $3.59M
|
43K
$3.53M
|
|
|
Aug 09, 2022
Q2 2022
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
42.2K+ 48.99% |
$3.46M - $3.53M
|
128K
$10.5M
|
|
|
Oct 23, 2023
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
41.6K+ 6.94% |
$3.41M - $3.47M
|
641K
$52.6M
|
|
|
Aug 05, 2022
Q2 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
41K+ 130.0% |
$3.36M - $3.42M
|
72.6K
$5.95M
|
|
|
Aug 02, 2022
Q2 2022
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
41KNew |
$3.36M - $3.42M
|
41K
$3.36M
|
|
|
Aug 12, 2022
Q2 2022
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
40.1KNew |
$3.29M - $3.35M
|
40.1K
$3.29M
|
|
|
Aug 02, 2022
Q2 2022
|
Q3 Asset Management
|
BUY
|
- |
39.7KNew |
$3.26M - $3.32M
|
39.7K
$3.26M
|
|
|
Aug 01, 2022
Q2 2022
|
Leuthold Group, LLC
|
BUY
|
- |
38.5K+ 114.41% |
$3.16M - $3.22M
|
72.2K
$5.92M
|