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 26, 2023
Q4 2022
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-1.48K- 10.16% |
$119K - $120K
|
13.1K
$1.08M
|
|
|
Feb 09, 2023
Q4 2022
|
Independent Family Office, LLC
|
SELL
|
- |
-1.52K- 4.55% |
$122K - $124K
|
31.8K
$2.62M
|
|
|
Jan 31, 2023
Q4 2022
|
Community Bank, N.A.
|
SELL
|
- |
-1.53K- 14.58% |
$123K - $124K
|
8.94K
$735K
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.54K- 23.2% |
$124K - $125K
|
5.08K
$418K
|
|
|
Feb 14, 2023
Q4 2022
|
Staley Capital Advisers Inc
|
SELL
|
- |
-1.55K- 10.65% |
$125K - $126K
|
13K
$1.07M
|
|
|
Jan 26, 2023
Q4 2022
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-1.55K- 1.75% |
$125K - $127K
|
87.1K
$7.17M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.57K- 2.25% |
$126K - $128K
|
68.2K
$5.61M
|
|
|
Jan 24, 2023
Q4 2022
|
Rockland Trust CO
|
SELL
|
- |
-1.58K- 12.64% |
$127K - $128K
|
10.9K
$897K
|
|
|
Feb 10, 2023
Q4 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.62K- 25.08% |
$130K - $132K
|
4.83K
$398K
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.64K- 1.95% |
$132K - $134K
|
82.3K
$6.77M
|
|
|
Feb 08, 2023
Q4 2022
|
Hudock, Inc.
|
SELL
|
- |
-1.64K- 7.78% |
$133K - $134K
|
19.5K
$1.6M
|
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.65K- 12.98% |
$133K - $135K
|
11.1K
$913K
|
|
|
Jan 26, 2023
Q4 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-1.7K- 97.14% |
$137K - $139K
|
50
$4.11K
|
|
|
Feb 14, 2023
Q4 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-1.77K- 7.53% |
$142K - $144K
|
21.7K
$1.78M
|
|
|
Feb 13, 2023
Q4 2022
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-1.87K- 24.65% |
$151K - $152K
|
5.71K
$470K
|
|
|
Jan 19, 2023
Q4 2022
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.89K- 11.06% |
$152K - $154K
|
15.2K
$1.25M
|
|
|
Feb 14, 2023
Q4 2022
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-1.92K- 8.05% |
$155K - $156K
|
21.9K
$1.8M
|
|
|
Jan 27, 2023
Q4 2022
|
Ifs Advisors, LLC
|
SELL
|
- |
-1.96K- 9.16% |
$158K - $159K
|
19.4K
$1.6M
|
|
|
Jan 10, 2023
Q4 2022
|
Safeguard Financial, LLC
|
SELL
|
- |
-1.99K- 41.77% |
$160K - $162K
|
2.77K
$228K
|
|
|
Dec 19, 2024
Q4 2022
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-2.03K- 1.84% |
$164K - $166K
|
108K
$8.93M
|
|
|
Feb 01, 2023
Q4 2022
|
High Mark Wealth Management LLC
|
SELL
|
- |
-2.09K- 9.7% |
$168K - $170K
|
19.5K
$1.6M
|
|
|
Jan 20, 2023
Q4 2022
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-2.09K- 25.37% |
$169K - $171K
|
6.16K
$507K
|
|
|
May 11, 2023
Q4 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-2.1K- 94.09% |
$169K - $171K
|
132
$10.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2.11K- 17.46% |
$170K - $172K
|
9.98K
$822K
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.13K- 8.84% |
$172K - $174K
|
21.9K
$1.81M
|
|
|
Jan 25, 2023
Q4 2022
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-2.15K- 11.9% |
$173K - $175K
|
15.9K
$1.31M
|
|
|
Feb 13, 2023
Q4 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-2.17K- 6.3% |
$175K - $177K
|
32.2K
$2.65M
|
|
|
Feb 08, 2023
Q4 2022
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-2.28K- 4.53% |
$184K - $186K
|
48.1K
$3.96M
|
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-2.39K- 22.64% |
$192K - $195K
|
8.15K
$671K
|
|
|
Feb 07, 2023
Q4 2022
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-2.4K- 6.29% |
$193K - $195K
|
35.7K
$2.94M
|
|
|
Feb 06, 2023
Q4 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-2.51K- 11.25% |
$202K - $205K
|
19.8K
$1.63M
|
|
|
Feb 13, 2023
Q4 2022
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-2.56K- 2.99% |
$206K - $209K
|
83.1K
$6.84M
|
|
|
Jan 25, 2023
Q4 2022
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-2.59K- 23.59% |
$209K - $211K
|
8.4K
$691K
|
|
|
Feb 06, 2023
Q4 2022
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-2.6K- 2.04% |
$209K - $212K
|
125K
$10.3M
|
|
|
Feb 02, 2023
Q4 2022
|
Cambiar Investors LLC
|
SELL
|
- |
-2.63K- 3.14% |
$212K - $214K
|
81K
$6.66M
|
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-2.65K- 11.5% |
$214K - $216K
|
20.4K
$1.68M
|
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-2.66K- 11.98% |
$214K - $217K
|
19.5K
$1.61M
|
|
|
Jan 13, 2023
Q4 2022
|
E&G Advisors, LP
|
SELL
|
- |
-2.7K- 9.33% |
$218K - $220K
|
26.3K
$2.16M
|
|
|
Feb 08, 2023
Q4 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-2.8K- 23.77% |
$225K - $228K
|
8.96K
$738K
|
|
|
Jan 20, 2023
Q4 2022
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-2.81K- 7.37% |
$226K - $229K
|
35.3K
$2.9M
|
|
|
Feb 06, 2023
Q4 2022
|
Lutz Financial Services LLC
|
SELL
|
- |
-2.84K- 51.04% |
$229K - $231K
|
2.72K
$224K
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-2.88K- 20.12% |
$232K - $235K
|
11.4K
$941K
|
|
|
Jan 31, 2023
Q4 2022
|
Empirical Asset Management, LLC
|
SELL
|
- |
-2.92K- 6.24% |
$235K - $238K
|
43.8K
$3.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Ironwood Financial, LLC
|
SELL
|
- |
-2.92K- 15.59% |
$235K - $238K
|
15.8K
$1.3M
|
|
|
Feb 03, 2023
Q4 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-2.98K- 37.38% |
$240K - $243K
|
5K
$411K
|
|
|
Feb 13, 2023
Q4 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-3K- 21.46% |
$242K - $245K
|
11K
$903K
|
|
|
Jan 11, 2023
Q4 2022
|
Telemus Capital, LLC
|
SELL
|
- |
-3.23K- 3.77% |
$261K - $264K
|
82.5K
$6.79M
|
|
|
Feb 13, 2023
Q4 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-3.26K- 2.95% |
$262K - $265K
|
107K
$8.82M
|
|
|
Jan 26, 2023
Q4 2022
|
Ballast Advisors LLC
|
SELL
|
- |
-3.3K- 11.98% |
$266K - $269K
|
24.3K
$2M
|
|
|
Feb 08, 2023
Q4 2022
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-3.35K- 8.37% |
$270K - $273K
|
36.7K
$3.02M
|