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 15, 2022
Q2 2022
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
9.84K+ 13.09% |
$806K - $821K
|
84.9K
$6.97M
|
|
Jul 27, 2022
Q2 2022
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
9.79K+ 5.65% |
$802K - $817K
|
183K
$15M
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
9.78KNew |
$802K - $817K
|
9.78K
$802K
|
|
Aug 01, 2022
Q2 2022
|
James Investment Research Inc
|
BUY
|
- |
9.63K+ 4.41% |
$789K - $804K
|
228K
$18.7M
|
|
Aug 16, 2022
Q2 2022
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
9.62KNew |
$788K - $803K
|
9.62K
$789K
|
|
Jul 20, 2022
Q2 2022
|
Wolf Group Capital Advisors
|
BUY
|
- |
9.54KNew |
$782K - $796K
|
9.54K
$783K
|
|
Aug 08, 2022
Q2 2022
|
Keybank National Association
|
BUY
|
- |
9.54K+ 1.85% |
$782K - $796K
|
526K
$43.1M
|
|
Aug 10, 2022
Q2 2022
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
9.44KNew |
$773K - $788K
|
9.44K
$774K
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
9.36K+ 3.91% |
$767K - $781K
|
249K
$20.4M
|
|
Aug 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
9.22K+ 295.07% |
$755K - $769K
|
12.3K
$1.01M
|
|
Aug 01, 2022
Q2 2022
|
4 J Wealth Management LLC
|
BUY
|
- |
9.15K+ 29.86% |
$750K - $764K
|
39.8K
$3.26M
|
|
Jul 18, 2022
Q2 2022
|
Farmers Trust CO
|
BUY
|
- |
9KNew |
$738K - $751K
|
9K
$738K
|
|
Jul 26, 2022
Q2 2022
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
8.97K+ 3.01% |
$735K - $749K
|
307K
$25.2M
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
8.89K+ 30.6% |
$728K - $742K
|
37.9K
$3.11M
|
|
Jul 26, 2022
Q2 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
8.83KNew |
$724K - $737K
|
8.83K
$725K
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
8.56K+ 17.73% |
$702K - $715K
|
56.8K
$4.66M
|
|
Aug 04, 2022
Q2 2022
|
Cypress Capital, LLC
|
BUY
|
- |
8.56K+ 2.94% |
$701K - $714K
|
300K
$24.6M
|
|
Aug 15, 2022
Q2 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
8.51K+ 283566.66% |
$697K - $710K
|
8.51K
$698K
|
|
Aug 09, 2022
Q2 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
8.45K+ 6.87% |
$693K - $706K
|
131K
$10.8M
|
|
Jul 29, 2022
Q2 2022
|
Destination Wealth Management
|
BUY
|
- |
8.43KNew |
$691K - $704K
|
8.43K
$692K
|
|
Aug 15, 2022
Q2 2022
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
8.42K+ 160.3% |
$690K - $703K
|
13.7K
$1.12M
|
|
Jul 18, 2022
Q2 2022
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
8.25KNew |
$676K - $689K
|
8.25K
$677K
|
|
Jul 26, 2022
Q2 2022
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
8.07KNew |
$662K - $674K
|
8.07K
$662K
|
|
Aug 12, 2022
Q2 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
7.75K+ 41.43% |
$636K - $647K
|
26.5K
$2.17M
|
|
Jul 27, 2022
Q2 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
7.73K+ 12.44% |
$634K - $645K
|
69.8K
$5.73M
|
|
Aug 03, 2022
Q2 2022
|
Strategic Advisors LLC
|
BUY
|
- |
7.59KNew |
$622K - $633K
|
7.59K
$622K
|
|
Aug 12, 2022
Q2 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
7.5K+ 197.55% |
$615K - $626K
|
11.3K
$927K
|
|
Jul 19, 2022
Q2 2022
|
Family Capital Trust CO
|
BUY
|
- |
7.45K+ 4713.29% |
$610K - $622K
|
7.61K
$624K
|
|
Jul 27, 2022
Q2 2022
|
Aries Wealth Management
|
BUY
|
- |
7.33KNew |
$601K - $612K
|
7.33K
$601K
|
|
Jul 26, 2022
Q2 2022
|
Executive Wealth Management, LLC
|
BUY
|
- |
7.25K+ 9.61% |
$594K - $605K
|
82.7K
$6.79M
|
|
Dec 13, 2023
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
7.19K+ 8.97% |
$589K - $600K
|
87.3K
$7.16M
|
|
Aug 15, 2022
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
7.19K+ 8.97% |
$589K - $600K
|
87.3K
$7.16M
|
|
Jul 15, 2022
Q2 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
7.15KNew |
$586K - $597K
|
7.15K
$586K
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
7.05K+ 2.42% |
$578K - $589K
|
298K
$24.5M
|
|
Aug 11, 2022
Q2 2022
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
6.94K+ 15.07% |
$569K - $579K
|
53K
$4.34M
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
6.82K+ 32.16% |
$559K - $570K
|
28K
$2.3M
|
|
Aug 10, 2022
Q2 2022
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
6.82KNew |
$559K - $569K
|
6.82K
$559K
|
|
Aug 16, 2022
Q2 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
6.67K+ 24.99% |
$546K - $556K
|
33.3K
$2.73M
|
|
Aug 08, 2022
Q2 2022
|
Townsquare Capital LLC
|
BUY
|
- |
6.61K+ 0.62% |
$542K - $552K
|
1.08M
$88.6M
|
|
Jul 06, 2022
Q2 2022
|
Sage Capital Advisors,Llc
|
BUY
|
- |
6.61KNew |
$542K - $552K
|
6.61K
$542K
|
|
Aug 02, 2022
Q2 2022
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
6.48K+ 15.6% |
$531K - $541K
|
48K
$3.94M
|
|
Aug 15, 2022
Q2 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
6.43KNew |
$527K - $536K
|
6.43K
$527K
|
|
Jul 08, 2022
Q2 2022
|
Apella Capital, LLC
|
BUY
|
- |
6.38K+ 19.98% |
$523K - $532K
|
38.3K
$3.14M
|
|
Jul 20, 2022
Q2 2022
|
Lutz Financial Services LLC
|
BUY
|
- |
6.18KNew |
$507K - $516K
|
6.18K
$507K
|
|
Jul 26, 2022
Q2 2022
|
Wt Wealth Management
|
BUY
|
- |
6K+ 68.17% |
$492K - $501K
|
14.8K
$1.21M
|
|
Aug 10, 2022
Q2 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
5.89K+ 2.95% |
$482K - $491K
|
205K
$16.9M
|
|
Jul 11, 2022
Q2 2022
|
Greenspring Advisors, LLC
|
BUY
|
- |
5.86KNew |
$481K - $489K
|
5.86K
$481K
|
|
Aug 11, 2022
Q2 2022
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
5.85KNew |
$480K - $488K
|
5.85K
$480K
|
|
Jul 20, 2022
Q2 2022
|
Weaver Consulting Group
|
BUY
|
- |
5.75K+ 159.52% |
$472K - $480K
|
9.36K
$768K
|
|
Jan 02, 2024
Q2 2022
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
5.66KNew |
$464K - $473K
|
5.66K
$464K
|