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 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.58K+ 30.4% |
$129K - $132K
|
6.77K
$555K
|
|
Aug 15, 2022
Q2 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
1.55K+ 61.2% |
$127K - $130K
|
4.09K
$335K
|
|
Mar 14, 2023
Q2 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.51K+ 58.03% |
$124K - $126K
|
4.12K
$338K
|
|
Jul 11, 2022
Q2 2022
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
1.51K+ 30.9% |
$124K - $126K
|
6.39K
$524K
|
|
Aug 11, 2022
Q2 2022
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
1.5KNew |
$123K - $125K
|
1.5K
$123K
|
|
Aug 15, 2022
Q2 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.48K+ 18.99% |
$122K - $124K
|
9.3K
$763K
|
|
Aug 01, 2022
Q2 2022
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
1.44K+ 15.35% |
$118K - $120K
|
10.8K
$886K
|
|
Aug 15, 2022
Q2 2022
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
1.38K+ 4.48% |
$113K - $115K
|
32.2K
$2.64M
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.31K+ 100.08% |
$107K - $109K
|
2.61K
$214K
|
|
Aug 02, 2022
Q2 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.29K+ 43.46% |
$105K - $107K
|
4.25K
$348K
|
|
Aug 15, 2022
Q2 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
1.26KNew |
$104K - $106K
|
1.26K
$104K
|
|
Aug 30, 2022
Q2 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1.23K+ 6.29% |
$100K - $102K
|
20.7K
$1.7M
|
|
Aug 12, 2022
Q2 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.22K+ 5.01% |
$99.6K - $101K
|
25.5K
$2.09M
|
|
Jul 20, 2022
Q2 2022
|
Trust CO Of Vermont
|
BUY
|
- |
1.2KNew |
$98.4K - $100K
|
1.2K
$98.4K
|
|
Aug 11, 2022
Q2 2022
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
1.2K+ 100.0% |
$98.4K - $100K
|
2.4K
$197K
|
|
Jul 18, 2022
Q2 2022
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
1.2K+ 0.52% |
$98K - $99.8K
|
231K
$18.9M
|
|
Jul 19, 2022
Q2 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
1.15K+ 16.78% |
$94.6K - $96.3K
|
8.03K
$659K
|
|
Aug 12, 2022
Q2 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
1.15K+ 5.58% |
$93.9K - $95.7K
|
21.7K
$1.78M
|
|
Aug 02, 2022
Q2 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.02K+ 0.92% |
$83.3K - $84.8K
|
111K
$9.12M
|
|
Jul 15, 2022
Q2 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.01K+ 3.4% |
$82.9K - $84.4K
|
30.7K
$2.52M
|
|
Jul 18, 2022
Q2 2022
|
Wealthpoint, LLC
|
BUY
|
- |
1K+ 12.49% |
$82.3K - $83.8K
|
9.05K
$742K
|
|
Aug 05, 2022
Q2 2022
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
1K+ 97.75% |
$82K - $83.5K
|
2.02K
$166K
|
|
Aug 12, 2022
Q2 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
979+ 5.18% |
$80.2K - $81.7K
|
19.9K
$1.63M
|
|
Jul 28, 2022
Q2 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
977+ 5.57% |
$80.1K - $81.6K
|
18.5K
$1.52M
|
|
Jul 12, 2022
Q2 2022
|
Optimum Investment Advisors
|
BUY
|
- |
959+ 17.33% |
$78.6K - $80.1K
|
6.49K
$533K
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
904New |
$74.1K - $75.5K
|
904
$74.2K
|
|
Aug 10, 2022
Q2 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
879+ 10.62% |
$72.1K - $73.4K
|
9.15K
$751K
|
|
Aug 09, 2022
Q2 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
859+ 9.88% |
$70.4K - $71.7K
|
9.55K
$784K
|
|
Aug 10, 2022
Q2 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
837+ 0.89% |
$68.6K - $69.9K
|
95.1K
$7.8M
|
|
Jul 14, 2022
Q2 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
814+ 6.0% |
$66.7K - $68K
|
14.4K
$1.18M
|
|
Jul 11, 2022
Q2 2022
|
Symmetry Partners, LLC
|
BUY
|
- |
783+ 4.26% |
$64.2K - $65.4K
|
19.2K
$1.57M
|
|
Aug 11, 2022
Q2 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
783+ 12.1% |
$64.2K - $65.4K
|
7.26K
$595K
|
|
Aug 12, 2022
Q2 2022
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
752+ 4.0% |
$61.6K - $62.8K
|
19.5K
$1.6M
|
|
Jul 13, 2022
Q2 2022
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
724+ 7.39% |
$59.3K - $60.4K
|
10.5K
$863K
|
|
Jul 06, 2022
Q2 2022
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
709New |
$58.1K - $59.2K
|
709
$58.2K
|
|
Aug 15, 2022
Q2 2022
|
Family Management Corp
New York, NY |
BUY
|
- |
698New |
$57.2K - $58.3K
|
698
$57.3K
|
|
Jul 29, 2022
Q2 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
694+ 7.79% |
$56.9K - $57.9K
|
9.61K
$788K
|
|
Aug 08, 2022
Q2 2022
|
Banque Pictet & Cie Sa
|
BUY
|
- |
671+ 3.68% |
$55K - $56K
|
18.9K
$1.55M
|
|
Jul 06, 2022
Q2 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
663+ 3.97% |
$54.3K - $55.3K
|
17.4K
$1.42M
|
|
Aug 11, 2022
Q2 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
662New |
$54.3K - $55.3K
|
662
$54.3K
|
|
Aug 02, 2022
Q2 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
653New |
$53.5K - $54.5K
|
653
$53.6K
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
653New |
$53.5K - $54.5K
|
653
$53.6K
|
|
Jul 26, 2022
Q2 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
645+ 63.86% |
$52.9K - $53.8K
|
1.66K
$136K
|
|
Aug 15, 2022
Q2 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
634New |
$52K - $52.9K
|
634
$52K
|
|
Jul 18, 2022
Q2 2022
|
Patten Group, Inc.
|
BUY
|
- |
607+ 12.65% |
$49.8K - $50.7K
|
5.4K
$443K
|
|
Aug 13, 2024
Q2 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
603+ 2.35% |
$49.4K - $50.3K
|
26.3K
$2.15M
|
|
Jul 12, 2022
Q2 2022
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
599+ 0.67% |
$49.1K - $50K
|
89.8K
$7.37M
|
|
Jul 12, 2022
Q2 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
593+ 22.45% |
$48.6K - $49.5K
|
3.24K
$265K
|
|
Aug 11, 2022
Q2 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
592+ 5.49% |
$48.5K - $49.4K
|
11.4K
$933K
|
|
Aug 26, 2022
Q2 2022
|
Pointe Capital Management LLC
|
BUY
|
- |
580+ 0.78% |
$47.5K - $48.4K
|
75K
$6.15M
|