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
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
5.65KNew |
$463K - $471K
|
5.65K
$463K
|
|
|
Jul 22, 2022
Q2 2022
|
Shufro Rose & CO LLC
|
BUY
|
- |
5.65KNew |
$463K - $471K
|
5.65K
$463K
|
|
|
Aug 04, 2022
Q2 2022
|
Independent Advisor Alliance
|
BUY
|
- |
5.62KNew |
$460K - $469K
|
5.62K
$461K
|
|
|
Jul 19, 2022
Q2 2022
|
Straight Path Wealth Management
|
BUY
|
- |
5.6KNew |
$459K - $467K
|
5.6K
$459K
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
BUY
|
- |
5.59K+ 36.28% |
$458K - $466K
|
21K
$1.72M
|
|
|
Aug 08, 2022
Q2 2022
|
Rollins Financial
|
BUY
|
- |
5.57KNew |
$457K - $465K
|
5.57K
$457K
|
|
|
Jul 25, 2022
Q2 2022
|
Jmac Enterprises LLC
|
BUY
|
- |
5.49K+ 5.93% |
$450K - $458K
|
98K
$8.04M
|
|
|
Aug 15, 2022
Q2 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
5.47KNew |
$448K - $456K
|
5.47K
$448K
|
|
|
Aug 11, 2022
Q2 2022
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
5.4KNew |
$443K - $451K
|
5.4K
$443K
|
|
|
Aug 15, 2022
Q2 2022
|
Affinia Financial Group, LLC
Burlington, MA |
BUY
|
- |
5.37K+ 11.38% |
$440K - $448K
|
52.5K
$4.31M
|
|
|
Jul 18, 2022
Q2 2022
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
5.27KNew |
$432K - $440K
|
5.27K
$432K
|
|
|
Jul 22, 2022
Q2 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
5.22K+ 91.44% |
$428K - $436K
|
10.9K
$897K
|
|
|
Aug 11, 2022
Q2 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
5.09K+ 30.62% |
$417K - $425K
|
21.7K
$1.78M
|
|
|
Aug 04, 2022
Q2 2022
|
Barber Financial Group, Inc.
|
BUY
|
- |
4.99KNew |
$409K - $417K
|
4.99K
$410K
|
|
|
Jul 22, 2022
Q2 2022
|
Jnba Financial Advisors
|
BUY
|
- |
4.99KNew |
$409K - $417K
|
4.99K
$409K
|
|
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
4.85K+ 45.64% |
$397K - $405K
|
15.5K
$1.27M
|
|
|
Jul 25, 2022
Q2 2022
|
Crown Wealth Group, LLC
|
BUY
|
- |
4.82KNew |
$395K - $402K
|
4.82K
$395K
|
|
|
Aug 03, 2022
Q2 2022
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
4.68KNew |
$383K - $390K
|
4.68K
$384K
|
|
|
Aug 15, 2022
Q2 2022
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
4.66KNew |
$382K - $389K
|
4.66K
$382K
|
|
|
Jul 12, 2022
Q2 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
4.61KNew |
$378K - $385K
|
4.61K
$378K
|
|
|
Jul 12, 2022
Q2 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
4.45KNew |
$365K - $372K
|
4.45K
$365K
|
|
|
Aug 09, 2022
Q2 2022
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
4.36KNew |
$358K - $364K
|
4.36K
$358K
|
|
|
Aug 04, 2022
Q2 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
4.23KNew |
$347K - $353K
|
4.23K
$347K
|
|
|
Aug 02, 2022
Q2 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
4.12KNew |
$338K - $344K
|
4.12K
$338K
|
|
|
Jul 27, 2022
Q2 2022
|
One Day In July LLC
|
BUY
|
- |
4.06K+ 18.79% |
$333K - $339K
|
25.7K
$2.11M
|
|
|
Aug 05, 2022
Q2 2022
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
4.02K+ 62.43% |
$330K - $336K
|
10.5K
$859K
|
|
|
Aug 11, 2022
Q2 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
4KNew |
$328K - $334K
|
4K
$328K
|
|
|
Aug 05, 2022
Q2 2022
|
Amg National Trust Bank
|
BUY
|
- |
3.97K+ 19.35% |
$326K - $332K
|
24.5K
$2.01M
|
|
|
Jul 25, 2022
Q2 2022
|
First Purpose Wealth LLC
|
BUY
|
- |
3.91K+ 14.71% |
$321K - $327K
|
30.5K
$2.5M
|
|
|
Aug 03, 2022
Q2 2022
|
Novare Capital Management LLC
|
BUY
|
- |
3.91K+ 12.37% |
$321K - $326K
|
35.5K
$2.91M
|
|
|
Aug 11, 2022
Q2 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
3.88K+ 5.32% |
$318K - $324K
|
76.8K
$6.3M
|
|
|
Aug 11, 2022
Q2 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
3.83KNew |
$314K - $320K
|
3.83K
$314K
|
|
|
Jul 06, 2022
Q2 2022
|
Enterprise Bank & Trust CO
|
BUY
|
- |
3.73K+ 49.29% |
$306K - $311K
|
11.3K
$926K
|
|
|
Aug 08, 2022
Q2 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
3.72K+ 13.85% |
$305K - $311K
|
30.6K
$2.51M
|
|
|
Dec 01, 2022
Q2 2022
|
Family Firm, Inc.
|
BUY
|
- |
3.68K+ 14.91% |
$301K - $307K
|
28.4K
$2.33M
|
|
|
Jul 29, 2022
Q2 2022
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
3.67K+ 8.54% |
$301K - $306K
|
46.6K
$3.82M
|
|
|
Aug 02, 2022
Q2 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
3.65KNew |
$299K - $305K
|
3.65K
$299K
|
|
|
Jul 28, 2022
Q2 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
3.65K+ 2.91% |
$299K - $305K
|
129K
$10.6M
|
|
|
Aug 03, 2022
Q2 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
3.61K+ 78.53% |
$296K - $301K
|
8.21K
$673K
|
|
|
Aug 15, 2022
Q2 2022
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
BUY
|
- |
3.55KNew |
$291K - $296K
|
3.55K
$291K
|
|
|
Aug 08, 2022
Q2 2022
|
Tmd Wealth Management, LLC
|
BUY
|
- |
3.41KNew |
$280K - $285K
|
3.41K
$280K
|
|
|
Aug 12, 2022
Q2 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
3.41KNew |
$279K - $284K
|
3.41K
$279K
|
|
|
Jul 22, 2022
Q2 2022
|
Round Rock Advisors, LLC
|
BUY
|
- |
3.38KNew |
$277K - $282K
|
3.38K
$277K
|
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
3.36K+ 113.13% |
$275K - $280K
|
6.33K
$519K
|
|
|
Jul 13, 2022
Q2 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
3.36KNew |
$275K - $280K
|
3.36K
$275K
|
|
|
Aug 09, 2022
Q2 2022
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
3.34KNew |
$273K - $278K
|
3.34K
$274K
|
|
|
Aug 10, 2022
Q2 2022
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
BUY
|
- |
3.26KNew |
$267K - $272K
|
3.26K
$267K
|
|
|
Jul 07, 2022
Q2 2022
|
Chesley Taft & Associates LLC
|
BUY
|
- |
3.25KNew |
$266K - $271K
|
3.25K
$267K
|
|
|
Jul 22, 2022
Q2 2022
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
3.23K+ 1.67% |
$264K - $269K
|
196K
$16.1M
|
|
|
Jul 18, 2022
Q2 2022
|
Investment Advisory Group, LLC
|
BUY
|
- |
3.09K+ 31.53% |
$253K - $258K
|
12.9K
$1.06M
|