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 07, 2022
Q3 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
18.1K+ 16.91% |
$1.46M - $1.5M
|
125K
$10.2M
|
|
Oct 20, 2022
Q3 2022
|
First Citizens Bank & Trust CO
|
BUY
|
- |
17.5KNew |
$1.42M - $1.45M
|
17.5K
$1.43M
|
|
Oct 21, 2022
Q3 2022
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
17.3K+ 471.27% |
$1.4M - $1.44M
|
21K
$1.72M
|
|
Nov 03, 2022
Q3 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
17.2K+ 162.06% |
$1.4M - $1.43M
|
27.8K
$2.28M
|
|
Oct 13, 2022
Q3 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
17.2K+ 690.41% |
$1.39M - $1.43M
|
19.7K
$1.61M
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
17.2K+ 20.62% |
$1.39M - $1.43M
|
101K
$8.23M
|
|
Nov 10, 2022
Q3 2022
|
Biltmore Family Office, LLC
|
BUY
|
- |
17.2K+ 24.66% |
$1.39M - $1.43M
|
86.8K
$7.1M
|
|
Nov 01, 2022
Q3 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
17.1K+ 5.66% |
$1.38M - $1.42M
|
319K
$26.1M
|
|
Nov 09, 2022
Q3 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
17K+ 51.12% |
$1.38M - $1.42M
|
50.4K
$4.12M
|
|
Oct 31, 2022
Q3 2022
|
Leuthold Group, LLC
|
BUY
|
- |
16.9K+ 23.34% |
$1.37M - $1.4M
|
89.1K
$7.28M
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
16.8K+ 11.67% |
$1.36M - $1.39M
|
161K
$13.1M
|
|
Oct 26, 2022
Q3 2022
|
Peak Financial Advisors LLC
|
BUY
|
- |
16K+ 55.23% |
$1.3M - $1.33M
|
45K
$3.68M
|
|
Nov 15, 2022
Q3 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
15.8KNew |
$1.28M - $1.31M
|
15.8K
$1.29M
|
|
Oct 24, 2022
Q3 2022
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
15.7KNew |
$1.27M - $1.3M
|
15.7K
$1.28M
|
|
Nov 14, 2022
Q3 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
15.5K+ 5.66% |
$1.25M - $1.28M
|
288K
$23.6M
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
15.4K+ 376.25% |
$1.25M - $1.28M
|
19.5K
$1.59M
|
|
Nov 14, 2022
Q3 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
15K+ 75.5% |
$1.22M - $1.25M
|
34.9K
$2.85M
|
|
Jan 12, 2023
Q3 2022
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
14.9K+ 14.36% |
$1.21M - $1.24M
|
119K
$9.7M
|
|
Nov 15, 2022
Q3 2022
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
14.9K+ 218.36% |
$1.21M - $1.24M
|
21.7K
$1.78M
|
|
Nov 14, 2022
Q3 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
14.9K+ 173.78% |
$1.21M - $1.24M
|
23.4K
$1.92M
|
|
Oct 20, 2022
Q3 2022
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
14.6KNew |
$1.19M - $1.22M
|
14.6K
$1.2M
|
|
Nov 07, 2022
Q3 2022
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
14.5K+ 137.99% |
$1.18M - $1.21M
|
25K
$2.05M
|
|
Oct 24, 2022
Q3 2022
|
Canal Capital Management, LLC
|
BUY
|
- |
14.4KNew |
$1.17M - $1.19M
|
14.4K
$1.18M
|
|
Oct 21, 2022
Q3 2022
|
Columbus Macro, LLC
|
BUY
|
- |
14.3K+ 105.96% |
$1.16M - $1.19M
|
27.8K
$2.27M
|
|
Nov 14, 2022
Q3 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
14.2K+ 89.95% |
$1.15M - $1.18M
|
29.9K
$2.45M
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
14.1K+ 50.16% |
$1.14M - $1.17M
|
42.1K
$3.44M
|
|
Oct 07, 2022
Q3 2022
|
Single Point Partners, LLC
|
BUY
|
- |
13.8K+ 75.43% |
$1.12M - $1.15M
|
32.1K
$2.63M
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
13.8K+ 19.87% |
$1.12M - $1.14M
|
83K
$6.79M
|
|
Oct 24, 2022
Q3 2022
|
Cmh Wealth Management LLC
|
BUY
|
- |
13.5KNew |
$1.1M - $1.12M
|
13.5K
$1.11M
|
|
Nov 04, 2022
Q3 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
13.5KNew |
$1.09M - $1.12M
|
13.5K
$1.1M
|
|
Oct 27, 2022
Q3 2022
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
13.4KNew |
$1.09M - $1.12M
|
13.4K
$1.1M
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
13.3K+ 35.14% |
$1.08M - $1.11M
|
51.3K
$4.19M
|
|
Oct 17, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
12.9K+ 309.57% |
$1.05M - $1.07M
|
17.1K
$1.4M
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
12.9K+ 207.72% |
$1.05M - $1.07M
|
19.1K
$1.56M
|
|
Nov 07, 2022
Q3 2022
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
12.9KNew |
$1.05M - $1.07M
|
12.9K
$1.06M
|
|
Nov 01, 2022
Q3 2022
|
Highview Capital Management LLC
|
BUY
|
- |
12.9K+ 10.4% |
$1.04M - $1.07M
|
137K
$11.2M
|
|
Nov 02, 2022
Q3 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
12.8K+ 36.95% |
$1.04M - $1.06M
|
47.5K
$3.89M
|
|
Nov 14, 2022
Q3 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
12.7K+ 23.78% |
$1.03M - $1.05M
|
66K
$5.4M
|
|
Nov 14, 2022
Q3 2022
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
12.6K+ 172.64% |
$1.02M - $1.04M
|
19.9K
$1.62M
|
|
Oct 26, 2022
Q3 2022
|
F3 Logic, LLC
|
BUY
|
- |
12.4KNew |
$1M - $1.03M
|
12.4K
$1.01M
|
|
Oct 21, 2022
Q3 2022
|
Gemmer Asset Management LLC
|
BUY
|
- |
12.3K+ 58.7% |
$998K - $1.02M
|
33.3K
$2.72M
|
|
Nov 14, 2022
Q3 2022
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
12KNew |
$972K - $997K
|
12K
$981K
|
|
Nov 14, 2022
Q3 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
11.9K+ 1880.91% |
$966K - $990K
|
12.6K
$1.03M
|
|
Nov 14, 2022
Q3 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
11.9K+ 78.85% |
$966K - $990K
|
27K
$2.21M
|
|
Oct 28, 2022
Q3 2022
|
Country Club Bank
|
BUY
|
- |
11.9KNew |
$964K - $988K
|
11.9K
$973K
|
|
Nov 14, 2022
Q3 2022
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
11.9K+ 12.46% |
$962K - $986K
|
107K
$8.76M
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
11.5KNew |
$928K - $952K
|
11.5K
$937K
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
11.2K+ 28.53% |
$909K - $932K
|
50.6K
$4.13M
|
|
Nov 10, 2022
Q3 2022
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
11.2KNew |
$907K - $930K
|
11.2K
$915K
|
|
Nov 14, 2022
Q3 2022
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
11.2K+ 48.61% |
$905K - $927K
|
34.1K
$2.79M
|