Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
22.4M+ 12086.63% |
$1.8B - $1.82B
|
22.5M
$1.84B
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
4.53MNew |
$365M - $370M
|
4.53M
$371M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.1M+ 20.79% |
$250M - $253M
|
18M
$1.47B
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.89M+ 16.89% |
$233M - $236M
|
20M
$1.64B
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.15M+ 77.35% |
$173M - $175M
|
4.92M
$403M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
1.82M+ 29.17% |
$147M - $149M
|
8.08M
$661M
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.64M+ 44.73% |
$132M - $134M
|
5.31M
$434M
|
|
|
Jan 11, 2023
Q4 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.35M+ 5157.73% |
$109M - $110M
|
1.38M
$113M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.32M+ 36.03% |
$107M - $108M
|
5M
$409M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
1.22M+ 30.72% |
$98.6M - $99.7M
|
5.2M
$426M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
995K+ 47.16% |
$80.2M - $81.1M
|
3.11M
$254M
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
925K+ 11281.01% |
$74.6M - $75.4M
|
934K
$76.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
912K+ 16.78% |
$73.5M - $74.3M
|
6.34M
$519M
|
|
|
Feb 14, 2023
Q4 2022
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
833K+ 162.96% |
$67.2M - $67.9M
|
1.34M
$110M
|
|
|
Jan 23, 2023
Q4 2022
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
649KNew |
$52.3M - $52.9M
|
649K
$53.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
640KNew |
$51.5M - $52.1M
|
640K
$52.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
639KNew |
$51.5M - $52.1M
|
639K
$52.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
617K+ 11.21% |
$49.8M - $50.3M
|
6.12M
$501M
|
|
|
Feb 13, 2023
Q4 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
588K+ 172.55% |
$47.4M - $48M
|
929K
$76M
|
|
|
Jan 03, 2023
Q4 2022
|
Confluence Investment Management LLC
|
BUY
|
- |
524KNew |
$42.2M - $42.7M
|
524K
$42.8M
|
|
|
Feb 07, 2023
Q4 2022
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
501K+ 1428.53% |
$40.4M - $40.8M
|
536K
$43.8M
|
|
|
Feb 09, 2023
Q4 2022
|
Strategic Equity Management
|
BUY
|
- |
493KNew |
$39.7M - $40.2M
|
493K
$40.3M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
447K+ 35.83% |
$36M - $36.4M
|
1.69M
$138M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
446K+ 5.83% |
$36M - $36.4M
|
8.1M
$662M
|
|
|
Feb 13, 2023
Q4 2022
|
Barclays PLC
London, X0 |
BUY
|
- |
436K+ 130.09% |
$35.1M - $35.5M
|
771K
$63M
|
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
436K+ 571.24% |
$35.1M - $35.5M
|
512K
$41.9M
|
|
|
Jan 12, 2023
Q4 2022
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
381KNew |
$30.7M - $31M
|
381K
$31.1M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
379K+ 13.15% |
$30.6M - $30.9M
|
3.26M
$267M
|
|
|
Jan 10, 2023
Q4 2022
|
Vigilare Wealth Management
|
BUY
|
- |
377K+ 6266.39% |
$30.4M - $30.7M
|
383K
$31.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
376K+ 1894.03% |
$30.3M - $30.7M
|
396K
$32.4M
|
|
|
Aug 11, 2023
Q4 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
376K+ 1894.03% |
$30.3M - $30.7M
|
396K
$32.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Family Management Corp
New York, NY |
BUY
|
- |
324K+ 37838.62% |
$26.1M - $26.4M
|
325K
$26.6M
|
|
|
Feb 07, 2023
Q4 2022
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
299KNew |
$24.1M - $24.4M
|
299K
$24.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
284K+ 17.94% |
$22.9M - $23.1M
|
1.87M
$153M
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
284K+ 17.94% |
$22.9M - $23.1M
|
1.87M
$153M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
252K+ 35.76% |
$20.3M - $20.6M
|
958K
$78.3M
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
247K+ 792.67% |
$19.9M - $20.2M
|
278K
$22.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
241KNew |
$19.4M - $19.7M
|
241K
$19.7M
|
|
|
Jan 24, 2023
Q4 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
237KNew |
$19.1M - $19.3M
|
237K
$19.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Anchor Capital Advisors LLC
|
BUY
|
- |
235K+ 276.44% |
$19M - $19.2M
|
320K
$26.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
230K+ 6050.0% |
$18.5M - $18.7M
|
234K
$19.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
225K+ 980.01% |
$18.2M - $18.4M
|
248K
$20.3M
|
|
|
Feb 09, 2023
Q4 2022
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
200K+ 5.11% |
$16.1M - $16.3M
|
4.11M
$336M
|
|
|
Jan 31, 2023
Q4 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
200K+ 193.76% |
$16.1M - $16.3M
|
303K
$24.8M
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
189K+ 25.01% |
$15.2M - $15.4M
|
943K
$77.1M
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
187K+ 865.44% |
$15M - $15.2M
|
208K
$17M
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
187K+ 64.54% |
$15M - $15.2M
|
476K
$38.9M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
184K+ 24.35% |
$14.9M - $15M
|
942K
$77M
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
174K+ 37.3% |
$14.1M - $14.2M
|
642K
$52.5M
|
|
|
Jan 31, 2023
Q4 2022
|
America First Investment Advisors, LLC
|
BUY
|
- |
168K+ 483.85% |
$13.5M - $13.7M
|
203K
$16.6M
|