Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
17New |
$1.42K - $1.45K
|
17
$1.39K
|
|
|
Apr 27, 2022
Q1 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
17+ 4.25% |
$1.42K - $1.45K
|
417
$34.1K
|
|
|
May 16, 2022
Q1 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
13+ 0.15% |
$1.08K - $1.11K
|
8.84K
$723K
|
|
|
May 12, 2022
Q1 2022
|
Bison Wealth, LLC
|
BUY
|
- |
11+ 3.85% |
$916 - $940
|
297
$24.3K
|
|
|
May 12, 2022
Q1 2022
|
Archer Investment Corp
|
BUY
|
- |
8+ 0.68% |
$666 - $684
|
1.19K
$97.3K
|
|
|
Apr 27, 2022
Q1 2022
|
Family Capital Trust CO
|
BUY
|
- |
7+ 4.64% |
$583 - $598
|
158
$12.9K
|
|
|
May 12, 2022
Q1 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
4+ 0.04% |
$333 - $342
|
10.8K
$886K
|
|
|
Apr 15, 2022
Q1 2022
|
Resolute Financial, LLC
|
BUY
|
- |
3+ 0.04% |
$250 - $256
|
7.57K
$619K
|
|
|
Apr 12, 2022
Q1 2022
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
2+ 0.03% |
$167 - $171
|
7.88K
$645K
|
|
|
Apr 14, 2022
Q1 2022
|
Wc Walker & Associates, Inc.
|
BUY
|
- |
2+ 0.04% |
$167 - $171
|
5.52K
$452K
|
|
|
Apr 07, 2022
Q1 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.05% |
$83.3 - $85.5
|
1.84K
$150K
|
|
|
May 02, 2022
Q1 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1+ 0.17% |
$83.3 - $85.5
|
585
$47.8K
|
|
|
Apr 22, 2022
Q1 2022
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
1+ 0.02% |
$83.3 - $85.5
|
4.22K
$345K
|
|
|
May 10, 2022
Q1 2022
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
1+ 0.02% |
$83.3 - $85.5
|
4.37K
$357K
|
|
|
Jun 17, 2022
Q1 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1New |
$83.3 - $85.5
|
1
$81.8
|
|
|
May 10, 2022
Q1 2022
|
Horan Securities, Inc.
|
BUY
|
- |
1+ 0.04% |
$83.3 - $85.5
|
2.74K
$224K
|
|
|
May 06, 2022
Q1 2022
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
1+ 0.0% |
$83.3 - $85.5
|
34K
$2.78M
|
|
|
Apr 11, 2022
Q1 2022
|
Evanson Asset Management, LLC
|
SELL
|
- |
-4- 0.08% |
$333 - $342
|
5.33K
$436K
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-8Closed |
$666 - $684
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Meridian Management CO
|
SELL
|
- |
-10- 0.21% |
$833 - $855
|
4.69K
$384K
|
|
|
May 16, 2022
Q1 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-14Closed |
$1.17K - $1.2K
|
0
$0
|
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-15- 5.23% |
$1.25K - $1.28K
|
272
$22.2K
|
|
|
May 02, 2022
Q1 2022
|
Mechanics Bank Trust Department
|
SELL
|
- |
-15- 0.32% |
$1.25K - $1.28K
|
4.7K
$384K
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-22Closed |
$1.83K - $1.88K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-24- 0.11% |
$2K - $2.05K
|
21.8K
$1.78M
|
|
|
Apr 18, 2022
Q1 2022
|
Donald L. Hagan, LLC
|
SELL
|
- |
-25- 0.04% |
$2.08K - $2.14K
|
67.7K
$5.53M
|
|
|
May 05, 2022
Q1 2022
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-28Closed |
$2.33K - $2.39K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Sandy Spring Bank
|
SELL
|
- |
-31- 3.69% |
$2.58K - $2.65K
|
808
$66.1K
|
|
|
Apr 29, 2022
Q1 2022
|
Accel Wealth Management
|
SELL
|
- |
-38- 17.59% |
$3.16K - $3.25K
|
178
$14.6K
|
|
|
Apr 11, 2022
Q1 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-41- 12.31% |
$3.41K - $3.51K
|
292
$23.9K
|
|
|
May 16, 2022
Q1 2022
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-44Closed |
$3.66K - $3.76K
|
0
$0
|
|
|
May 24, 2022
Q1 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-46- 1.83% |
$3.83K - $3.93K
|
2.47K
$202K
|
|
|
Apr 28, 2022
Q1 2022
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-46- 0.16% |
$3.83K - $3.93K
|
29.6K
$2.42M
|
|
|
May 12, 2022
Q1 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-46Closed |
$3.83K - $3.93K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-46- 0.02% |
$3.83K - $3.93K
|
298K
$24.3M
|
|
|
May 16, 2022
Q1 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-50- 16.67% |
$4.16K - $4.27K
|
250
$20.4K
|
|
|
Apr 05, 2022
Q1 2022
|
Appleton Partners Inc
|
SELL
|
- |
-50- 1.34% |
$4.16K - $4.27K
|
3.69K
$301K
|
|
|
May 11, 2022
Q1 2022
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-54- 0.45% |
$4.5K - $4.62K
|
12K
$983K
|
|
|
May 06, 2022
Q1 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-61- 1.63% |
$5.08K - $5.21K
|
3.67K
$300K
|
|
|
Apr 26, 2022
Q1 2022
|
Sawyer & Company, Inc
|
SELL
|
- |
-65Closed |
$5.41K - $5.56K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-70- 1.31% |
$5.83K - $5.98K
|
5.26K
$430K
|
|
|
Apr 29, 2022
Q1 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-74- 51.39% |
$6.16K - $6.33K
|
70
$5.72K
|
|
|
May 03, 2022
Q1 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-74Closed |
$6.16K - $6.33K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Horizon Financial Services, LLC
|
SELL
|
- |
-75Closed |
$6.24K - $6.41K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-76- 2.91% |
$6.33K - $6.5K
|
2.54K
$207K
|
|
|
May 02, 2022
Q1 2022
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-79Closed |
$6.58K - $6.75K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Private Trust CO Na
|
SELL
|
- |
-81- 2.02% |
$6.74K - $6.92K
|
3.92K
$321K
|
|
|
Apr 18, 2022
Q1 2022
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-84- 0.2% |
$6.99K - $7.18K
|
42.7K
$3.5M
|
|
|
Apr 18, 2022
Q1 2022
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-85- 4.49% |
$7.08K - $7.27K
|
1.81K
$148K
|
|
|
May 10, 2022
Q1 2022
|
Sinecera Capital, LLC
|
SELL
|
- |
-87- 0.93% |
$7.24K - $7.44K
|
9.28K
$759K
|