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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2023
Q4 2022
|
Crew Capital Management, Ltd.
|
BUY
|
- |
1.14K+ 19.76% |
$91.7K - $92.8K
|
6.9K
$570K
|
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1.14K+ 354.69% |
$91.5K - $92.5K
|
1.46K
$120K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1.12K+ 46.83% |
$90K - $91.1K
|
3.5K
$290K
|
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
1.11KNew |
$89.1K - $90.2K
|
1.11K
$91.4K
|
|
|
Feb 06, 2023
Q4 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
1.09K+ 20.09% |
$87.5K - $88.4K
|
6.49K
$536K
|
|
|
Feb 10, 2023
Q4 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
1.07K+ 12.25% |
$86.3K - $87.3K
|
9.81K
$811K
|
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
1.07K+ 44.56% |
$86.2K - $87.1K
|
3.47K
$287K
|
|
|
Feb 10, 2023
Q4 2022
|
Patten Group, Inc.
|
BUY
|
- |
1.07K+ 15.8% |
$86K - $87K
|
7.82K
$646K
|
|
|
Mar 08, 2023
Q4 2022
|
Pacific Wealth Management
|
BUY
|
- |
1.06K+ 0.5% |
$85.7K - $86.7K
|
212K
$17.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.02K+ 5.2% |
$82.5K - $83.5K
|
20.7K
$1.71M
|
|
|
Jan 02, 2024
Q4 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.02K+ 75.91% |
$82.1K - $83K
|
2.36K
$195K
|
|
|
Jan 17, 2023
Q4 2022
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
1K+ 285.71% |
$80.6K - $81.5K
|
1.35K
$112K
|
|
|
Feb 01, 2023
Q4 2022
|
Arrow Financial Corp
|
BUY
|
- |
1K+ 44.92% |
$80.6K - $81.5K
|
3.23K
$267K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
993+ 0.26% |
$80K - $80.9K
|
377K
$31.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
988+ 1.45% |
$79.6K - $80.5K
|
69K
$5.71M
|
|
|
Jan 17, 2023
Q4 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
977+ 31.58% |
$78.7K - $79.6K
|
4.07K
$337K
|
|
|
Feb 13, 2023
Q4 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
937+ 13.55% |
$75.5K - $76.4K
|
7.85K
$649K
|
|
|
Jun 01, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
935+ 4.98% |
$75.4K - $76.2K
|
19.7K
$1.63M
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
918New |
$74K - $74.8K
|
918
$75.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
869New |
$70K - $70.8K
|
869
$71.8K
|
|
|
Jan 26, 2023
Q4 2022
|
Bank Hapoalim Bm
|
BUY
|
- |
847+ 9.93% |
$68.3K - $69K
|
9.37K
$775K
|
|
|
Jan 31, 2023
Q4 2022
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
819+ 52.94% |
$66K - $66.8K
|
2.37K
$196K
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
809+ 116.57% |
$65.2K - $65.9K
|
1.5K
$124K
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
BUY
|
- |
793+ 23.53% |
$63.9K - $64.6K
|
4.16K
$344K
|
|
|
Jan 20, 2023
Q4 2022
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
772+ 13.45% |
$62.2K - $62.9K
|
6.51K
$538K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
763+ 31.94% |
$61.5K - $62.2K
|
3.15K
$261K
|
|
|
Feb 10, 2023
Q4 2022
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
759+ 10.98% |
$61.2K - $61.9K
|
7.67K
$634K
|
|
|
Jan 09, 2023
Q4 2022
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
748+ 0.74% |
$60.3K - $61K
|
101K
$8.38M
|
|
|
Feb 23, 2023
Q4 2022
|
Wc Walker & Associates, Inc.
|
BUY
|
- |
743+ 9.2% |
$59.9K - $60.6K
|
8.82K
$729K
|
|
|
Aug 26, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
743New |
$59.9K - $60.6K
|
743
$61.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
741+ 232.29% |
$59.7K - $60.4K
|
1.06K
$87.6K
|
|
|
Jan 05, 2023
Q4 2022
|
Martin Capital Partners, LLC
|
BUY
|
- |
731+ 1.44% |
$58.9K - $59.6K
|
51.6K
$4.26M
|
|
|
Jan 31, 2023
Q4 2022
|
Affinia Financial Group, LLC
Burlington, MA |
BUY
|
- |
730+ 10.43% |
$58.8K - $59.5K
|
7.73K
$639K
|
|
|
Jun 13, 2023
Q4 2022
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
721+ 4.69% |
$58.1K - $58.8K
|
16.1K
$1.33M
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
709New |
$57.1K - $57.8K
|
709
$58.6K
|
|
|
Jan 12, 2023
Q4 2022
|
A. D. Beadell Investment Counsel, Inc.
|
BUY
|
- |
667+ 25.85% |
$53.8K - $54.4K
|
3.25K
$268K
|
|
|
Jan 20, 2023
Q4 2022
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
665+ 12.35% |
$53.6K - $54.2K
|
6.05K
$500K
|
|
|
Feb 07, 2023
Q4 2022
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
628New |
$50.6K - $51.2K
|
628
$51.9K
|
|
|
Feb 06, 2023
Q4 2022
|
Jnba Financial Advisors
|
BUY
|
- |
616+ 10.44% |
$49.6K - $50.2K
|
6.51K
$539K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
607New |
$48.9K - $49.5K
|
607
$50.2K
|
|
|
Jan 11, 2023
Q4 2022
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
604+ 19.66% |
$48.7K - $49.2K
|
3.68K
$304K
|
|
|
Jan 19, 2023
Q4 2022
|
Farmers Trust CO
|
BUY
|
- |
600+ 6.67% |
$48.4K - $48.9K
|
9.6K
$794K
|
|
|
Feb 07, 2023
Q4 2022
|
Cutler Group LP
|
BUY
|
- |
600+ 600.0% |
$48.4K - $48.9K
|
700
$57.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
574+ 0.89% |
$46.3K - $46.8K
|
65.3K
$5.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
554+ 55400.0% |
$44.7K - $45.2K
|
555
$45.9K
|
|
|
Aug 29, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
535+ 257.21% |
$43.1K - $43.6K
|
743
$61.4K
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
532+ 20.31% |
$42.9K - $43.4K
|
3.15K
$261K
|
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
522New |
$42.1K - $42.6K
|
522
$43.2K
|
|
|
Jan 20, 2023
Q4 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
518+ 8.55% |
$41.8K - $42.2K
|
6.57K
$543K
|
|
|
Jan 31, 2023
Q4 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
518New |
$41.8K - $42.2K
|
518
$42.8K
|