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 09, 2022
Q1 2022
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-2.29K- 12.64% |
$191K - $196K
|
15.8K
$1.29M
|
|
Apr 20, 2022
Q1 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-2.29K- 13.01% |
$191K - $196K
|
15.3K
$1.25M
|
|
Apr 12, 2022
Q1 2022
|
E&G Advisors, LP
|
SELL
|
- |
-2.3K- 6.88% |
$191K - $197K
|
31.2K
$2.55M
|
|
Apr 18, 2022
Q1 2022
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-2.34KClosed |
$195K - $200K
|
0
$0
|
|
May 10, 2024
Q1 2022
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-2.38KClosed |
$198K - $203K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-2.39KClosed |
$199K - $204K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-2.39K- 27.03% |
$199K - $204K
|
6.44K
$527K
|
|
Apr 22, 2022
Q1 2022
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-2.39K- 18.86% |
$199K - $204K
|
10.3K
$842K
|
|
Apr 12, 2022
Q1 2022
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-2.39KClosed |
$199K - $205K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-2.46K- 16.38% |
$205K - $210K
|
12.6K
$1.03M
|
|
May 11, 2022
Q1 2022
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-2.48K- 14.65% |
$206K - $212K
|
14.4K
$1.18M
|
|
May 09, 2022
Q1 2022
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-2.48KClosed |
$206K - $212K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-2.49K- 3.36% |
$207K - $212K
|
71.5K
$5.85M
|
|
May 13, 2022
Q1 2022
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-2.49KClosed |
$207K - $213K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-2.49KClosed |
$207K - $213K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
SELL
|
- |
-2.5K- 40.5% |
$208K - $214K
|
3.68K
$301K
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.5K- 1.89% |
$208K - $214K
|
130K
$10.6M
|
|
May 16, 2022
Q1 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-2.51K- 34.68% |
$209K - $214K
|
4.72K
$386K
|
|
May 13, 2022
Q1 2022
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-2.51KClosed |
$209K - $214K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-2.51KClosed |
$209K - $214K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-2.61KClosed |
$217K - $223K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-2.65KClosed |
$220K - $226K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-2.72K- 23.79% |
$226K - $233K
|
8.71K
$712K
|
|
May 16, 2022
Q1 2022
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-2.73KClosed |
$227K - $234K
|
0
$0
|
|
Apr 11, 2022
Q1 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-2.75KClosed |
$229K - $235K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-2.75KClosed |
$229K - $235K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Signature Securities Group Corporation
|
SELL
|
- |
-2.88K- 32.64% |
$240K - $246K
|
5.94K
$486K
|
|
May 16, 2022
Q1 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-2.93K- 53.17% |
$244K - $251K
|
2.58K
$211K
|
|
May 10, 2022
Q1 2022
|
Amg National Trust Bank
|
SELL
|
- |
-2.93K- 12.5% |
$244K - $251K
|
20.5K
$1.68M
|
|
May 11, 2022
Q1 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-3K- 17.36% |
$250K - $256K
|
14.3K
$1.17M
|
|
May 11, 2022
Q1 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-3.03K- 23.18% |
$252K - $259K
|
10K
$821K
|
|
Apr 28, 2022
Q1 2022
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-3.09KClosed |
$257K - $264K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-3.14K- 4.58% |
$261K - $269K
|
65.5K
$5.35M
|
|
Apr 18, 2022
Q1 2022
|
Clarity Financial LLC
|
SELL
|
- |
-3.16K- 46.21% |
$263K - $270K
|
3.68K
$301K
|
|
May 10, 2022
Q1 2022
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-3.17K- 7.0% |
$264K - $271K
|
42.1K
$3.44M
|
|
May 16, 2022
Q1 2022
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-3.19KClosed |
$265K - $273K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-3.21K- 11.99% |
$267K - $274K
|
23.6K
$1.93M
|
|
May 06, 2022
Q1 2022
|
Wt Wealth Management
|
SELL
|
- |
-3.27K- 27.09% |
$272K - $280K
|
8.8K
$720K
|
|
May 11, 2022
Q1 2022
|
Wiser Wealth Management, Inc
|
SELL
|
- |
-3.28KClosed |
$273K - $280K
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
High Mark Wealth Management LLC
|
SELL
|
- |
-3.28K- 10.35% |
$273K - $280K
|
28.4K
$2.32M
|
|
May 12, 2022
Q1 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-3.31KClosed |
$276K - $283K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-3.34K- 92.25% |
$278K - $285K
|
280
$22.9K
|
|
May 13, 2022
Q1 2022
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-3.38KClosed |
$282K - $289K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-3.45KClosed |
$287K - $295K
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-3.46K- 39.68% |
$288K - $296K
|
5.26K
$430K
|
|
May 19, 2022
Q1 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-3.49K- 21.84% |
$291K - $299K
|
12.5K
$1.02M
|
|
Apr 12, 2022
Q1 2022
|
Stonnington Group, LLC
|
SELL
|
- |
-3.5KClosed |
$291K - $299K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-3.54K- 32.68% |
$294K - $302K
|
7.28K
$595K
|
|
May 04, 2022
Q1 2022
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-3.57K- 16.37% |
$297K - $305K
|
18.2K
$1.49M
|
|
May 11, 2022
Q1 2022
|
Stone X Group Inc.
|
SELL
|
- |
-3.6KClosed |
$300K - $308K
|
0
$0
|