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 02, 2023
Q4 2022
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-201- 1.06% |
$16.2K - $16.4K
|
18.8K
$1.55M
|
|
|
Feb 10, 2023
Q4 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-201- 25.09% |
$16.2K - $16.4K
|
600
$49.6K
|
|
|
Feb 10, 2023
Q4 2022
|
Patton Fund Management, Inc.
|
SELL
|
- |
-207- 2.52% |
$16.7K - $16.9K
|
8K
$662K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-212- 13.42% |
$17.1K - $17.3K
|
1.37K
$113K
|
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-213- 6.78% |
$17.2K - $17.4K
|
2.93K
$242K
|
|
|
Jan 31, 2023
Q4 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-218- 6.58% |
$17.6K - $17.8K
|
3.1K
$256K
|
|
|
Feb 14, 2023
Q4 2022
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-223- 2.93% |
$18K - $18.2K
|
7.38K
$610K
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
SELL
|
- |
-226- 0.97% |
$18.2K - $18.4K
|
23K
$1.9M
|
|
|
Feb 15, 2023
Q4 2022
|
Vicus Capital
State College, PA |
SELL
|
- |
-244- 2.22% |
$19.7K - $19.9K
|
10.8K
$890K
|
|
|
Feb 01, 2023
Q4 2022
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-250- 2.33% |
$20.2K - $20.4K
|
10.5K
$867K
|
|
|
Feb 10, 2023
Q4 2022
|
Nbt Bank N A
|
SELL
|
- |
-256- 1.23% |
$20.6K - $20.9K
|
20.6K
$1.7M
|
|
|
Jan 06, 2023
Q4 2022
|
Tompkins Financial Corp
|
SELL
|
- |
-266- 1.52% |
$21.4K - $21.7K
|
17.2K
$1.43M
|
|
|
Jan 31, 2023
Q4 2022
|
Spc Financial, Inc.
|
SELL
|
- |
-269- 4.79% |
$21.7K - $21.9K
|
5.35K
$442K
|
|
|
Jan 25, 2023
Q4 2022
|
Sns Financial Group, LLC
|
SELL
|
- |
-282- 8.38% |
$22.7K - $23K
|
3.08K
$255K
|
|
|
Jan 24, 2023
Q4 2022
|
Phillips Financial Management, LLC
|
SELL
|
- |
-286- 0.99% |
$23.1K - $23.3K
|
28.6K
$2.37M
|
|
|
Feb 03, 2023
Q4 2022
|
Oakworth Capital, Inc.
|
SELL
|
- |
-300- 50.0% |
$24.2K - $24.5K
|
300
$24.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-309- 6.18% |
$24.9K - $25.2K
|
4.69K
$387K
|
|
|
Jan 31, 2023
Q4 2022
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-312- 10.35% |
$25.1K - $25.4K
|
2.7K
$223K
|
|
|
Aug 28, 2024
Q4 2022
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-313- 7.38% |
$25.2K - $25.5K
|
3.93K
$325K
|
|
|
Feb 02, 2023
Q4 2022
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-325- 1.92% |
$26.2K - $26.5K
|
16.6K
$1.37M
|
|
|
Feb 06, 2023
Q4 2022
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-325- 2.13% |
$26.2K - $26.5K
|
15K
$1.24M
|
|
|
Feb 06, 2023
Q4 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-345- 5.88% |
$27.8K - $28.1K
|
5.52K
$456K
|
|
|
Jan 31, 2023
Q4 2022
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-350- 2.47% |
$28.2K - $28.5K
|
13.8K
$1.14M
|
|
|
Feb 07, 2023
Q4 2022
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-365- 0.76% |
$29.4K - $29.8K
|
47.7K
$3.94M
|
|
|
Feb 15, 2023
Q4 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-390- 91.76% |
$31.4K - $31.8K
|
35
$2.89K
|
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-392- 42.79% |
$31.6K - $32K
|
524
$43.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-408- 0.71% |
$32.9K - $33.3K
|
56.9K
$4.7M
|
|
|
Jan 26, 2023
Q4 2022
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-413- 7.98% |
$33.3K - $33.7K
|
4.76K
$394K
|
|
|
Feb 14, 2023
Q4 2022
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-417- 3.7% |
$33.6K - $34K
|
10.9K
$898K
|
|
|
Jan 18, 2023
Q4 2022
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-430- 0.3% |
$34.7K - $35.1K
|
145K
$12M
|
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
SELL
|
- |
-454- 26.6% |
$36.6K - $37K
|
1.25K
$104K
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-468- 2.45% |
$37.7K - $38.2K
|
18.6K
$1.54M
|
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-476- 6.73% |
$38.4K - $38.8K
|
6.6K
$545K
|
|
|
Feb 10, 2023
Q4 2022
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-496- 10.46% |
$40K - $40.4K
|
4.25K
$351K
|
|
|
Jan 31, 2023
Q4 2022
|
Westside Investment Management, Inc.
|
SELL
|
- |
-513- 1.72% |
$41.3K - $41.8K
|
29.3K
$2.42M
|
|
|
Jan 17, 2023
Q4 2022
|
4 J Wealth Management LLC
|
SELL
|
- |
-535- 1.47% |
$43.1K - $43.6K
|
35.9K
$2.97M
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Insight Partners, LLC
|
SELL
|
- |
-538- 17.19% |
$43.4K - $43.9K
|
2.59K
$214K
|
|
|
Feb 09, 2023
Q4 2022
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-539- 1.71% |
$43.4K - $43.9K
|
31.1K
$2.57M
|
|
|
Feb 13, 2023
Q4 2022
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-551- 2.73% |
$44.4K - $44.9K
|
19.6K
$1.62M
|
|
|
Jan 04, 2023
Q4 2022
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-561- 15.93% |
$45.2K - $45.7K
|
2.96K
$245K
|
|
|
Feb 07, 2023
Q4 2022
|
Knowledge Leaders Capital, LLC
|
SELL
|
- |
-598- 0.72% |
$48.2K - $48.7K
|
82.2K
$6.8M
|
|
|
Jan 31, 2023
Q4 2022
|
Lane Generational LLC
|
SELL
|
- |
-614- 12.68% |
$49.5K - $50.1K
|
4.23K
$350K
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-620- 73.37% |
$50K - $50.5K
|
225
$18.6K
|
|
|
Feb 03, 2023
Q4 2022
|
Regions Financial Corp
|
SELL
|
- |
-628- 3.49% |
$50.6K - $51.2K
|
17.4K
$1.43M
|
|
|
Jan 17, 2023
Q4 2022
|
Life Guide Financial Advisors, LLC
|
SELL
|
- |
-640- 3.83% |
$51.6K - $52.2K
|
16.1K
$1.33M
|
|
|
Jan 10, 2023
Q4 2022
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-675- 15.03% |
$54.4K - $55K
|
3.82K
$315K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-680- 1.64% |
$54.8K - $55.4K
|
40.8K
$3.37M
|
|
|
Jan 31, 2023
Q4 2022
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-690- 15.38% |
$55.6K - $56.2K
|
3.8K
$314K
|
|
|
Feb 14, 2023
Q4 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-691- 18.17% |
$55.7K - $56.3K
|
3.11K
$257K
|
|
|
Feb 14, 2023
Q4 2022
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-696- 0.86% |
$56.1K - $56.7K
|
80K
$6.62M
|