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 14, 2023
Q4 2022
|
Pvg Asset Management Corp
Golden, CO |
SELL
|
- |
-46.1KClosed |
$3.72M - $3.76M
|
0
$0
|
|
|
Feb 01, 2023
Q4 2022
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-48.8K- 53.86% |
$3.93M - $3.98M
|
41.8K
$3.43M
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-48.9K- 28.19% |
$3.94M - $3.99M
|
125K
$10.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-52.3K- 88.66% |
$4.22M - $4.27M
|
6.69K
$549K
|
|
|
Sep 06, 2024
Q4 2022
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-53.7K- 39.99% |
$4.33M - $4.38M
|
80.5K
$6.61M
|
|
|
Feb 14, 2023
Q4 2022
|
Bienville Capital Management, LLC
New York, NY |
SELL
|
- |
-54.1K- 7.79% |
$4.36M - $4.41M
|
641K
$52.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-55K- 90.58% |
$4.43M - $4.48M
|
5.72K
$469K
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-56.3K- 60.37% |
$4.54M - $4.59M
|
37K
$3.03M
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-56.4KClosed |
$4.54M - $4.59M
|
0
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-58.9K- 84.88% |
$4.74M - $4.8M
|
10.5K
$861K
|
|
|
Jan 06, 2023
Q4 2022
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-59.1K- 49.44% |
$4.76M - $4.81M
|
60.4K
$4.95M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-59.6K- 34.89% |
$4.8M - $4.86M
|
111K
$9.13M
|
|
|
Feb 14, 2023
Q4 2022
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-59.8K- 13.76% |
$4.82M - $4.88M
|
375K
$30.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-61K- 38.0% |
$4.92M - $4.98M
|
99.6K
$8.17M
|
|
|
Feb 13, 2023
Q4 2022
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-62.1K- 62.56% |
$5M - $5.06M
|
37.2K
$3.05M
|
|
|
Feb 13, 2023
Q4 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-62.4K- 2.62% |
$5.03M - $5.09M
|
2.32M
$190M
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-69KClosed |
$5.56M - $5.63M
|
0
$0
|
|
|
Feb 16, 2023
Q4 2022
|
Ascent Group, LLC
|
SELL
|
- |
-69.9K- 57.02% |
$5.63M - $5.7M
|
52.7K
$4.32M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-74.3K- 29.1% |
$5.99M - $6.06M
|
181K
$14.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
SELL
|
- |
-75.5K- 82.17% |
$6.08M - $6.15M
|
16.4K
$1.34M
|
|
|
Feb 08, 2023
Q4 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-80.2K- 91.54% |
$6.46M - $6.54M
|
7.41K
$608K
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-83.5K- 89.03% |
$6.73M - $6.8M
|
10.3K
$843K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-87.1K- 43.83% |
$7.02M - $7.1M
|
112K
$9.15M
|
|
|
Feb 07, 2023
Q4 2022
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-92.3K- 16.75% |
$7.44M - $7.52M
|
459K
$37.6M
|
|
|
Apr 19, 2024
Q4 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-93.5K- 50.33% |
$7.53M - $7.62M
|
92.2K
$7.57M
|
|
|
Feb 14, 2023
Q4 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-94.7K- 56.95% |
$7.63M - $7.72M
|
71.6K
$5.87M
|
|
|
Feb 01, 2023
Q4 2022
|
Cypress Capital, LLC
|
SELL
|
- |
-96.1K- 27.9% |
$7.74M - $7.83M
|
248K
$20.4M
|
|
|
Jan 10, 2023
Q4 2022
|
Fulcrum Equity Management
|
SELL
|
- |
-101K- 69.69% |
$8.16M - $8.25M
|
44K
$3.61M
|
|
|
Feb 14, 2023
Q4 2022
|
Perella Weinberg Partners Capital Management LP
|
SELL
|
- |
-123K- 9.84% |
$9.89M - $10M
|
1.12M
$92.3M
|
|
|
Jan 25, 2023
Q4 2022
|
Client First Capital LLC
|
SELL
|
- |
-127K- 36.63% |
$10.2M - $10.3M
|
219K
$18M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-127K- 14.26% |
$10.3M - $10.4M
|
766K
$62.9M
|
|
|
Feb 10, 2023
Q4 2022
|
South State Corp
|
SELL
|
- |
-132K- 32.41% |
$10.7M - $10.8M
|
276K
$22.7M
|
|
|
Jan 30, 2023
Q4 2022
|
Highview Capital Management LLC
|
SELL
|
- |
-133K- 97.54% |
$10.7M - $10.9M
|
3.36K
$276K
|
|
|
Feb 13, 2023
Q4 2022
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-140K- 44.15% |
$11.3M - $11.4M
|
178K
$14.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-140K- 71.56% |
$11.3M - $11.5M
|
55.8K
$4.58M
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
SELL
|
- |
-151K- 11.98% |
$12.1M - $12.3M
|
1.11M
$90.8M
|
|
|
Feb 09, 2023
Q4 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-152K- 10.48% |
$12.3M - $12.4M
|
1.3M
$107M
|
|
|
Jan 31, 2023
Q4 2022
|
Keybank National Association
|
SELL
|
- |
-154K- 29.12% |
$12.4M - $12.6M
|
375K
$30.7M
|
|
|
Jan 31, 2023
Q4 2022
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-159K- 90.2% |
$12.8M - $13M
|
17.3K
$1.42M
|
|
|
Jan 30, 2023
Q4 2022
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-173K- 64.97% |
$13.9M - $14.1M
|
93.2K
$7.65M
|
|
|
Dec 11, 2023
Q4 2022
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-175K- 79.84% |
$14.1M - $14.2M
|
44.1K
$3.62M
|
|
|
Feb 13, 2023
Q4 2022
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-185K- 55.57% |
$14.9M - $15.1M
|
148K
$12.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-193K- 61.76% |
$15.6M - $15.8M
|
120K
$9.82M
|
|
|
Feb 07, 2023
Q4 2022
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-194K- 43.88% |
$15.6M - $15.8M
|
248K
$20.4M
|
|
|
Feb 08, 2023
Q4 2022
|
Efficient Advisors, LLC
|
SELL
|
- |
-195K- 54.71% |
$15.8M - $15.9M
|
162K
$13.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-200K- 20.51% |
$16.1M - $16.3M
|
775K
$63.6M
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-211K- 76.43% |
$17M - $17.2M
|
65K
$5.33M
|
|
|
Feb 14, 2023
Q4 2022
|
Juniper Hill Capital Management LP
Menlo Park, CA |
SELL
|
- |
-215K- 14.84% |
$17.3M - $17.5M
|
1.23M
$101M
|
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-216K- 83.96% |
$17.4M - $17.6M
|
41.3K
$3.39M
|
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-230K- 23.07% |
$18.5M - $18.8M
|
767K
$62.9M
|