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 |
---|---|---|---|---|---|---|---|
Nov 14, 2022
Q3 2022
|
Family Management Corp
New York, NY |
BUY
|
- |
159+ 22.78% |
$12.9K - $13.2K
|
857
$70.1K
|
|
Nov 14, 2022
Q3 2022
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
140+ 3.41% |
$11.3K - $11.6K
|
4.24K
$347K
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
132+ 2.29% |
$10.7K - $11K
|
5.89K
$481K
|
|
Oct 31, 2022
Q3 2022
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
126+ 0.21% |
$10.2K - $10.5K
|
60.4K
$4.94M
|
|
Nov 03, 2022
Q3 2022
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
125+ 1.32% |
$10.1K - $10.4K
|
9.56K
$782K
|
|
Nov 15, 2022
Q3 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
122+ 1.45% |
$9.89K - $10.1K
|
8.56K
$700K
|
|
Oct 21, 2022
Q3 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
115+ 2.61% |
$9.32K - $9.55K
|
4.52K
$370K
|
|
Nov 14, 2022
Q3 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
100+ 3.39% |
$8.1K - $8.31K
|
3.05K
$249K
|
|
Nov 02, 2022
Q3 2022
|
Sandy Spring Bank
|
BUY
|
- |
100+ 12.38% |
$8.1K - $8.31K
|
908
$74.3K
|
|
Nov 14, 2022
Q3 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
100+ 1.03% |
$8.1K - $8.31K
|
9.85K
$805K
|
|
Oct 28, 2022
Q3 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
91+ 2.15% |
$7.37K - $7.56K
|
4.32K
$353K
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
91+ 6.11% |
$7.37K - $7.56K
|
1.58K
$129K
|
|
Nov 09, 2022
Q3 2022
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
87+ 0.89% |
$7.05K - $7.23K
|
9.84K
$804K
|
|
Nov 14, 2022
Q3 2022
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
86New |
$6.97K - $7.14K
|
86
$7.03K
|
|
Oct 17, 2022
Q3 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
76+ 0.37% |
$6.16K - $6.31K
|
20.8K
$1.7M
|
|
Oct 19, 2022
Q3 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
73+ 2.38% |
$5.92K - $6.06K
|
3.14K
$257K
|
|
Nov 08, 2022
Q3 2022
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
63New |
$5.11K - $5.23K
|
63
$5.15K
|
|
Oct 13, 2022
Q3 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
62+ 0.43% |
$5.02K - $5.15K
|
14.4K
$1.18M
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
53+ 0.89% |
$4.3K - $4.4K
|
6K
$491K
|
|
Nov 14, 2022
Q3 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
47+ 1.54% |
$3.81K - $3.9K
|
3.1K
$254K
|
|
Nov 15, 2022
Q3 2022
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
41+ 0.83% |
$3.32K - $3.41K
|
5K
$409K
|
|
Oct 17, 2022
Q3 2022
|
Banque Cantonale Vaudoise
|
BUY
|
- |
40+ 0.21% |
$3.24K - $3.32K
|
19.3K
$1.58M
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
BUY
|
- |
39+ 1.85% |
$3.16K - $3.24K
|
2.15K
$175K
|
|
Nov 15, 2022
Q3 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
32+ 0.97% |
$2.59K - $2.66K
|
3.34K
$273K
|
|
Nov 14, 2022
Q3 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
28+ 0.11% |
$2.27K - $2.33K
|
25.5K
$2.09M
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
28New |
$2.27K - $2.33K
|
28
$2.29K
|
|
Oct 14, 2022
Q3 2022
|
Adviser Investments LLC
|
BUY
|
- |
26+ 0.71% |
$2.11K - $2.16K
|
3.68K
$301K
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
25+ 0.7% |
$2.03K - $2.08K
|
3.6K
$294K
|
|
Nov 04, 2022
Q3 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
24+ 0.84% |
$1.94K - $1.99K
|
2.87K
$235K
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
20New |
$1.62K - $1.66K
|
20
$1.64K
|
|
Oct 13, 2022
Q3 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
18+ 0.29% |
$1.46K - $1.5K
|
6.21K
$508K
|
|
Nov 10, 2022
Q3 2022
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
16New |
$1.3K - $1.33K
|
16
$1.31K
|
|
Nov 14, 2022
Q3 2022
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
16+ 0.32% |
$1.3K - $1.33K
|
4.99K
$408K
|
|
Oct 20, 2022
Q3 2022
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
16New |
$1.3K - $1.33K
|
16
$1.31K
|
|
Nov 14, 2022
Q3 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
15+ 4.93% |
$1.22K - $1.25K
|
319
$26.1K
|
|
Nov 14, 2022
Q3 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
15+ 0.1% |
$1.22K - $1.25K
|
15.1K
$1.24M
|
|
Nov 14, 2022
Q3 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
13+ 1.44% |
$1.05K - $1.08K
|
916
$74.9K
|
|
Nov 08, 2022
Q3 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
13+ 0.06% |
$1.05K - $1.08K
|
23.4K
$1.91M
|
|
Oct 20, 2022
Q3 2022
|
Round Rock Advisors, LLC
|
BUY
|
- |
11+ 0.33% |
$891 - $914
|
3.39K
$277K
|
|
Oct 07, 2022
Q3 2022
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
9+ 0.11% |
$729 - $748
|
7.9K
$646K
|
|
Nov 14, 2022
Q3 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
8+ 0.17% |
$648 - $664
|
4.73K
$387K
|
|
Oct 07, 2022
Q3 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
6+ 0.33% |
$486 - $498
|
1.85K
$151K
|
|
Oct 28, 2022
Q3 2022
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
6+ 0.14% |
$486 - $498
|
4.23K
$346K
|
|
Nov 09, 2022
Q3 2022
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
4New |
$324 - $332
|
4
$327
|
|
Oct 12, 2022
Q3 2022
|
Howard Financial Services, Ltd.
|
BUY
|
- |
2+ 0.03% |
$162 - $166
|
6.32K
$517K
|
|
Nov 07, 2022
Q3 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
2+ 0.01% |
$162 - $166
|
38.5K
$3.15M
|
|
Nov 14, 2022
Q3 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
2+ 0.05% |
$162 - $166
|
3.81K
$312K
|
|
Feb 17, 2023
Q3 2022
|
Old National Bancorp
|
BUY
|
- |
1+ 0.0% |
$81 - $83.1
|
57.3K
$4.68M
|
|
Nov 07, 2022
Q3 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
1+ 0.1% |
$81 - $83.1
|
1K
$81.9K
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
1+ 0.19% |
$81 - $83.1
|
517
$42.3K
|