Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 26, 2022
Q3 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
8.5MNew |
$689M - $706M
|
8.5M
$695M
|
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.26M+ 21.51% |
$264M - $271M
|
18.4M
$1.51B
|
|
|
Nov 09, 2022
Q3 2022
|
Capital Wealth Planning, LLC
|
BUY
|
- |
2.28M+ 9141.88% |
$184M - $189M
|
2.3M
$188M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
2.09M+ 107.31% |
$169M - $174M
|
4.04M
$330M
|
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
BUY
|
- |
1.99M+ 57.81% |
$161M - $165M
|
5.43M
$444M
|
|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.21M+ 331.35% |
$98.5M - $101M
|
1.58M
$129M
|
|
|
Nov 10, 2022
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.21M+ 331.35% |
$98.5M - $101M
|
1.58M
$129M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.11M+ 62.35% |
$89.7M - $92M
|
2.88M
$236M
|
|
|
Nov 14, 2022
Q3 2022
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
975KNew |
$79M - $81M
|
975K
$79.7M
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
BUY
|
- |
956K+ 31.62% |
$77.5M - $79.4M
|
3.98M
$326M
|
|
|
Nov 04, 2022
Q3 2022
|
True Private Wealth Advisors
|
BUY
|
- |
929K+ 93.76% |
$75.3M - $77.1M
|
1.92M
$157M
|
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
874K+ 15.49% |
$70.8M - $72.6M
|
6.52M
$533M
|
|
|
Oct 18, 2022
Q3 2022
|
Bailard, Inc.
|
BUY
|
- |
857K+ 105.38% |
$69.5M - $71.2M
|
1.67M
$137M
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
820K+ 17.49% |
$66.4M - $68.1M
|
5.5M
$450M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
764K+ 43.78% |
$62M - $63.5M
|
2.51M
$205M
|
|
|
Nov 14, 2022
Q3 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
697KNew |
$56.4M - $57.9M
|
697K
$57M
|
|
|
Nov 14, 2022
Q3 2022
|
Bienville Capital Management, LLC
New York, NY |
BUY
|
- |
695KNew |
$56.3M - $57.7M
|
695K
$56.8M
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
621K+ 20.36% |
$50.3M - $51.6M
|
3.67M
$300M
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
BUY
|
- |
605K+ 403.81% |
$49M - $50.2M
|
755K
$61.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
599K+ 19.48% |
$48.6M - $49.8M
|
3.68M
$301M
|
|
|
Nov 14, 2022
Q3 2022
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
450KNew |
$36.5M - $37.4M
|
450K
$36.8M
|
|
|
Oct 18, 2022
Q3 2022
|
Marks Wealth, LLC
|
BUY
|
- |
404KNew |
$32.8M - $33.6M
|
404K
$33.1M
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
395K+ 4.57% |
$32M - $32.8M
|
9.04M
$740M
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
391K+ 16.4% |
$31.7M - $32.5M
|
2.78M
$227M
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
366K+ 41.59% |
$29.7M - $30.4M
|
1.25M
$102M
|
|
|
Nov 14, 2022
Q3 2022
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
361K+ 560.44% |
$29.3M - $30M
|
426K
$34.8M
|
|
|
Nov 15, 2022
Q3 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
356K+ 9.74% |
$28.8M - $29.5M
|
4M
$328M
|
|
|
Nov 14, 2022
Q3 2022
|
Perella Weinberg Partners Capital Management LP
|
BUY
|
- |
351K+ 39.09% |
$28.4M - $29.1M
|
1.25M
$102M
|
|
|
Nov 10, 2022
Q3 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
323K+ 1288.91% |
$26.2M - $26.8M
|
348K
$28.5M
|
|
|
Nov 08, 2022
Q3 2022
|
Cambria Investment Management, L.P.
|
BUY
|
- |
318KNew |
$25.8M - $26.4M
|
318K
$26M
|
|
|
Nov 10, 2022
Q3 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
308KNew |
$25M - $25.6M
|
308K
$25.2M
|
|
|
Nov 07, 2022
Q3 2022
|
Neirg Wealth Management, LLC
|
BUY
|
- |
306K+ 318.86% |
$24.8M - $25.5M
|
403K
$32.9M
|
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
303K+ 27.1% |
$24.5M - $25.1M
|
1.42M
$116M
|
|
|
Nov 14, 2022
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
290K+ 45.26% |
$23.5M - $24.1M
|
931K
$76.2M
|
|
|
Oct 23, 2023
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
290K+ 45.26% |
$23.5M - $24.1M
|
931K
$76.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
284K+ 60.17% |
$23.1M - $23.6M
|
757K
$61.9M
|
|
|
Feb 10, 2023
Q3 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
268K+ 529.27% |
$21.8M - $22.3M
|
319K
$26.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
257K+ 321.74% |
$20.8M - $21.4M
|
337K
$27.6M
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
255K+ 15.28% |
$20.7M - $21.2M
|
1.93M
$158M
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
237K+ 169.58% |
$19.2M - $19.6M
|
376K
$30.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
221K+ 183.68% |
$17.9M - $18.3M
|
341K
$27.9M
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
219KNew |
$17.8M - $18.2M
|
219K
$17.9M
|
|
|
Nov 08, 2022
Q3 2022
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
213K+ 178.66% |
$17.3M - $17.7M
|
332K
$27.2M
|
|
|
Oct 12, 2022
Q3 2022
|
Pacific Wealth Management
|
BUY
|
- |
211KNew |
$17.1M - $17.5M
|
211K
$17.2M
|
|
|
Nov 09, 2022
Q3 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
204K+ 376.72% |
$16.5M - $16.9M
|
258K
$21.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
199K+ 202.73% |
$16.2M - $16.6M
|
298K
$24.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
193K+ 2.1% |
$15.7M - $16.1M
|
9.38M
$767M
|
|
|
Nov 14, 2022
Q3 2022
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
187KNew |
$15.1M - $15.5M
|
187K
$15.3M
|
|
|
Nov 07, 2022
Q3 2022
|
Donoghue Forlines LLC
|
BUY
|
- |
184K+ 92.31% |
$14.9M - $15.3M
|
383K
$31.3M
|
|
|
Nov 15, 2022
Q3 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
182K+ 69.52% |
$14.7M - $15.1M
|
443K
$36.3M
|