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 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
37.5K+ 1142.84% |
$3.08M - $3.13M
|
40.8K
$3.35M
|
|
Aug 11, 2022
Q2 2022
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
36.8KNew |
$3.02M - $3.07M
|
36.8K
$3.02M
|
|
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
35.7K+ 98.14% |
$2.93M - $2.98M
|
72.1K
$5.92M
|
|
Jul 12, 2022
Q2 2022
|
Dock Street Asset Management Inc
|
BUY
|
- |
35.3KNew |
$2.9M - $2.95M
|
35.3K
$2.9M
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
34K+ 68.98% |
$2.79M - $2.84M
|
83.4K
$6.84M
|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
BUY
|
- |
33.6K+ 28.92% |
$2.75M - $2.81M
|
150K
$12.3M
|
|
Aug 12, 2022
Q2 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
33.4KNew |
$2.74M - $2.79M
|
33.4K
$2.74M
|
|
Aug 09, 2022
Q2 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
33.2K+ 2.69% |
$2.72M - $2.77M
|
1.27M
$104M
|
|
Jul 26, 2022
Q2 2022
|
Northwest Wealth Management, LLC
|
BUY
|
- |
32.6K+ 964.22% |
$2.67M - $2.72M
|
36K
$2.95M
|
|
Aug 11, 2022
Q2 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
32.1KNew |
$2.64M - $2.68M
|
32.1K
$2.64M
|
|
Jul 20, 2022
Q2 2022
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
31.9KNew |
$2.62M - $2.66M
|
31.9K
$2.62M
|
|
Jul 25, 2022
Q2 2022
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
31.7K+ 17.01% |
$2.6M - $2.65M
|
218K
$17.9M
|
|
Aug 19, 2022
Q2 2022
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
30.6KNew |
$2.51M - $2.56M
|
30.6K
$2.51M
|
|
Aug 11, 2022
Q2 2022
|
Ulrich Consultants & Investment Group, LLC
Albuquerque, NM |
BUY
|
- |
30.5KNew |
$2.5M - $2.55M
|
30.5K
$2.5M
|
|
Aug 10, 2022
Q2 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
30.3K+ 20.14% |
$2.48M - $2.53M
|
181K
$14.8M
|
|
Aug 15, 2022
Q2 2022
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
29.8KNew |
$2.44M - $2.49M
|
29.8K
$2.44M
|
|
Aug 12, 2022
Q2 2022
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
29.8KNew |
$2.44M - $2.48M
|
29.8K
$2.44M
|
|
Aug 11, 2022
Q2 2022
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
29.2KNew |
$2.39M - $2.43M
|
29.2K
$2.39M
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
28.8K+ 12561.57% |
$2.36M - $2.4M
|
29K
$2.38M
|
|
Jul 22, 2022
Q2 2022
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
28.7K+ 228.43% |
$2.35M - $2.39M
|
41.2K
$3.38M
|
|
Jul 20, 2022
Q2 2022
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
28.1K+ 448.04% |
$2.3M - $2.34M
|
34.3K
$2.82M
|
|
Aug 25, 2022
Q2 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
27.6K+ 2149.34% |
$2.26M - $2.3M
|
28.9K
$2.37M
|
|
Aug 09, 2022
Q2 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
27.4K+ 567.76% |
$2.24M - $2.28M
|
32.2K
$2.64M
|
|
Aug 10, 2022
Q2 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
26.5K+ 66.05% |
$2.17M - $2.21M
|
66.7K
$5.47M
|
|
Jul 20, 2022
Q2 2022
|
Monument Capital Management
|
BUY
|
- |
26.5KNew |
$2.17M - $2.21M
|
26.5K
$2.17M
|
|
Jul 15, 2022
Q2 2022
|
Newfound Research LLC
|
BUY
|
- |
25K+ 29.04% |
$2.05M - $2.09M
|
111K
$9.11M
|
|
Aug 08, 2022
Q2 2022
|
Capital Wealth Planning, LLC
|
BUY
|
- |
24.9KNew |
$2.04M - $2.08M
|
24.9K
$2.04M
|
|
Aug 09, 2022
Q2 2022
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
24.4KNew |
$2M - $2.03M
|
24.4K
$2M
|
|
Aug 11, 2022
Q2 2022
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
23.9K+ 183.2% |
$1.96M - $2M
|
37K
$3.03M
|
|
Aug 09, 2022
Q2 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
23.7K+ 78.25% |
$1.95M - $1.98M
|
54.1K
$4.44M
|
|
Jul 18, 2022
Q2 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
23.5K+ 153.45% |
$1.93M - $1.96M
|
38.9K
$3.19M
|
|
Aug 12, 2022
Q2 2022
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
23.5K+ 43.8% |
$1.93M - $1.96M
|
77.2K
$6.33M
|
|
Jul 20, 2022
Q2 2022
|
Falcon Wealth Planning
|
BUY
|
- |
23.4KNew |
$1.92M - $1.96M
|
23.4K
$1.92M
|
|
Aug 12, 2022
Q2 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
23.4K+ 124.33% |
$1.92M - $1.95M
|
42.2K
$3.46M
|
|
Aug 09, 2022
Q2 2022
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
23K+ 52.24% |
$1.89M - $1.92M
|
67.2K
$5.51M
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
22.8K+ 131.85% |
$1.87M - $1.9M
|
40.1K
$3.29M
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
22.6K+ 33.37% |
$1.85M - $1.89M
|
90.4K
$7.41M
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
22.3K+ 78.24% |
$1.82M - $1.86M
|
50.7K
$4.16M
|
|
Aug 15, 2022
Q2 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
21.8K+ 25.75% |
$1.79M - $1.82M
|
107K
$8.75M
|
|
Jul 27, 2022
Q2 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
21.6K+ 29.66% |
$1.77M - $1.8M
|
94.4K
$7.74M
|
|
Aug 15, 2022
Q2 2022
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
21.2K+ 47.44% |
$1.74M - $1.77M
|
65.9K
$5.4M
|
|
Aug 04, 2022
Q2 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
21.2K+ 821.29% |
$1.74M - $1.77M
|
23.8K
$1.95M
|
|
Oct 03, 2022
Q2 2022
|
American Trust
Lexington, KY |
BUY
|
- |
21.1K+ 633.12% |
$1.73M - $1.76M
|
24.4K
$2M
|
|
Aug 12, 2022
Q2 2022
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
21KNew |
$1.72M - $1.76M
|
21K
$1.73M
|
|
Aug 15, 2022
Q2 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
20.8K+ 149.89% |
$1.7M - $1.73M
|
34.6K
$2.84M
|
|
Aug 08, 2022
Q2 2022
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
20.8K+ 52.58% |
$1.7M - $1.73M
|
60.3K
$4.94M
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
20.7K+ 14.42% |
$1.69M - $1.72M
|
164K
$13.4M
|
|
Jul 26, 2022
Q2 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
20.3K+ 106.87% |
$1.67M - $1.7M
|
39.3K
$3.23M
|
|
Aug 09, 2022
Q2 2022
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
20.2K+ 51.53% |
$1.65M - $1.68M
|
59.3K
$4.87M
|
|
Aug 10, 2022
Q2 2022
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
19.6KNew |
$1.61M - $1.64M
|
19.6K
$1.61M
|