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 06, 2022
Q2 2022
|
Centric Wealth Management
|
BUY
|
- |
3.07KNew |
$252K - $256K
|
3.07K
$252K
|
|
|
Jul 28, 2022
Q2 2022
|
Lyell Wealth Management, LP
|
BUY
|
- |
3.03KNew |
$248K - $253K
|
3.03K
$248K
|
|
|
Jul 25, 2022
Q2 2022
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
3.01KNew |
$247K - $252K
|
3.01K
$247K
|
|
|
Jul 12, 2022
Q2 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
3.01K+ 942.01% |
$246K - $251K
|
3.32K
$273K
|
|
|
Jul 22, 2022
Q2 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3K+ 58.74% |
$246K - $251K
|
8.12K
$666K
|
|
|
Aug 12, 2022
Q2 2022
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
3KNew |
$246K - $250K
|
3K
$246K
|
|
|
Jul 15, 2022
Q2 2022
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
2.97K+ 12.26% |
$244K - $248K
|
27.2K
$2.23M
|
|
|
Aug 12, 2022
Q2 2022
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
2.89K+ 5.14% |
$237K - $242K
|
59.2K
$4.86M
|
|
|
Jul 27, 2022
Q2 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
2.85KNew |
$234K - $238K
|
2.85K
$234K
|
|
|
Aug 08, 2022
Q2 2022
|
Autumn Glory Partners, LLC
|
BUY
|
- |
2.81KNew |
$231K - $235K
|
2.81K
$231K
|
|
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.73K+ 84.27% |
$224K - $228K
|
5.98K
$490K
|
|
|
Aug 01, 2022
Q2 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
2.73KNew |
$224K - $228K
|
2.73K
$224K
|
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.72K+ 126.05% |
$223K - $227K
|
4.89K
$401K
|
|
|
Aug 08, 2022
Q2 2022
|
Blue Fin Capital, Inc.
|
BUY
|
- |
2.67KNew |
$219K - $223K
|
2.67K
$219K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.64K+ 55.93% |
$216K - $220K
|
7.36K
$604K
|
|
|
Jul 25, 2022
Q2 2022
|
Smith Anglin Financial, LLC
|
BUY
|
- |
2.62KNew |
$215K - $219K
|
2.62K
$215K
|
|
|
Aug 01, 2022
Q2 2022
|
Graypoint LLC
|
BUY
|
- |
2.61KNew |
$214K - $217K
|
2.61K
$214K
|
|
|
Jul 18, 2022
Q2 2022
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
2.6K+ 91.03% |
$213K - $217K
|
5.45K
$447K
|
|
|
Jul 27, 2022
Q2 2022
|
Allen Capital Group, LLC
|
BUY
|
- |
2.58KNew |
$212K - $215K
|
2.58K
$212K
|
|
|
Aug 15, 2022
Q2 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.57K+ 72.62% |
$210K - $214K
|
6.1K
$501K
|
|
|
Aug 04, 2022
Q2 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
2.55K+ 35.0% |
$209K - $213K
|
9.85K
$808K
|
|
|
Aug 12, 2022
Q2 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
2.53KNew |
$207K - $211K
|
2.53K
$208K
|
|
|
Jul 13, 2022
Q2 2022
|
Rda Financial Network
|
BUY
|
- |
2.52KNew |
$207K - $211K
|
2.52K
$207K
|
|
|
Jul 22, 2022
Q2 2022
|
High Tower Trust Services, Lta
|
BUY
|
- |
2.52KNew |
$206K - $210K
|
2.52K
$207K
|
|
|
Aug 05, 2022
Q2 2022
|
Seelaus Asset Management LLC
|
BUY
|
- |
2.51KNew |
$205K - $209K
|
2.51K
$205K
|
|
|
Aug 08, 2022
Q2 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.5K+ 3.42% |
$205K - $209K
|
75.7K
$6.21M
|
|
|
Aug 09, 2022
Q2 2022
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
2.47K+ 28.35% |
$202K - $206K
|
11.2K
$917K
|
|
|
Aug 04, 2022
Q2 2022
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
2.46K+ 19.68% |
$201K - $205K
|
14.9K
$1.23M
|
|
|
Dec 18, 2023
Q2 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
2.4K+ 6153.85% |
$197K - $200K
|
2.44K
$200K
|
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
2.4KNew |
$197K - $200K
|
2.4K
$197K
|
|
|
Jul 08, 2022
Q2 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
2.37K+ 2.75% |
$194K - $198K
|
88.6K
$7.26M
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
2.36KNew |
$194K - $197K
|
2.36K
$194K
|
|
|
Aug 11, 2022
Q2 2022
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
2.36K+ 136.99% |
$193K - $197K
|
4.08K
$335K
|
|
|
Aug 12, 2022
Q2 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
2.35K+ 21.47% |
$193K - $196K
|
13.3K
$1.09M
|
|
|
Jul 26, 2022
Q2 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
2.3K+ 7.1% |
$188K - $192K
|
34.7K
$2.85M
|
|
|
Jul 28, 2022
Q2 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
2.18K+ 12.06% |
$178K - $182K
|
20.2K
$1.66M
|
|
|
Jul 22, 2022
Q2 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
2.18K+ 0.78% |
$178K - $182K
|
282K
$23.2M
|
|
|
Jul 11, 2022
Q2 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
2.17K+ 11.27% |
$178K - $181K
|
21.4K
$1.76M
|
|
|
Aug 09, 2022
Q2 2022
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
2.02K+ 33.68% |
$166K - $169K
|
8.02K
$658K
|
|
|
Aug 05, 2022
Q2 2022
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
2K+ 25.52% |
$164K - $167K
|
9.84K
$807K
|
|
|
Jul 18, 2022
Q2 2022
|
Empirical Asset Management, LLC
|
BUY
|
- |
1.99K+ 4.25% |
$163K - $166K
|
48.7K
$3.99M
|
|
|
Aug 05, 2022
Q2 2022
|
Forum Private Client Group LLC
|
BUY
|
- |
1.92K+ 15.47% |
$157K - $160K
|
14.3K
$1.17M
|
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1.85K+ 8.65% |
$152K - $155K
|
23.3K
$1.91M
|
|
|
Aug 16, 2022
Q2 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
1.79K+ 24.39% |
$147K - $150K
|
9.14K
$750K
|
|
|
Aug 15, 2022
Q2 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
1.77K+ 46.26% |
$145K - $147K
|
5.58K
$458K
|
|
|
Aug 11, 2022
Q2 2022
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.71K+ 32.8% |
$140K - $143K
|
6.93K
$569K
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
1.7K+ 56.14% |
$139K - $141K
|
4.71K
$387K
|
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
BUY
|
- |
1.63K+ 1.86% |
$133K - $136K
|
88.8K
$7.28M
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.61K+ 656.1% |
$132K - $135K
|
1.86K
$153K
|
|
|
Jul 21, 2022
Q2 2022
|
Savior LLC
|
BUY
|
- |
1.61KNew |
$132K - $134K
|
1.61K
$132K
|