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
|
First National Trust CO
|
BUY
|
- |
10.3K+ 287.11% |
$826K - $836K
|
13.8K
$1.14M
|
|
|
Jan 25, 2023
Q4 2022
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
10.2KNew |
$820K - $829K
|
10.2K
$839K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
9.97K+ 20.99% |
$804K - $813K
|
57.5K
$4.74M
|
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
9.9KNew |
$798K - $807K
|
9.9K
$817K
|
|
|
Feb 13, 2023
Q4 2022
|
ETF Store, Inc.
|
BUY
|
- |
9.7KNew |
$782K - $791K
|
9.7K
$800K
|
|
|
Feb 10, 2023
Q4 2022
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
9.48K+ 20.45% |
$764K - $773K
|
55.8K
$4.61M
|
|
|
Oct 12, 2023
Q4 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
9.44K+ 332.5% |
$761K - $770K
|
12.3K
$1.01M
|
|
|
Feb 14, 2023
Q4 2022
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
9.4K+ 289.49% |
$757K - $766K
|
12.6K
$1.04M
|
|
|
Feb 06, 2023
Q4 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
9.36K+ 9.5% |
$754K - $763K
|
108K
$8.9M
|
|
|
Jan 10, 2023
Q4 2022
|
Single Point Partners, LLC
|
BUY
|
- |
9.3K+ 28.95% |
$749K - $758K
|
41.4K
$3.42M
|
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
9.28K+ 89.87% |
$748K - $757K
|
19.6K
$1.62M
|
|
|
Feb 15, 2023
Q4 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
9.27K+ 338.71% |
$747K - $755K
|
12K
$990K
|
|
|
Jan 20, 2023
Q4 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
9.06K+ 315.38% |
$731K - $739K
|
11.9K
$985K
|
|
|
Feb 06, 2023
Q4 2022
|
Tmd Wealth Management, LLC
|
BUY
|
- |
9.01K+ 231.19% |
$726K - $734K
|
12.9K
$1.06M
|
|
|
Feb 13, 2023
Q4 2022
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
8.88K+ 102.08% |
$715K - $723K
|
17.6K
$1.45M
|
|
|
Feb 10, 2023
Q4 2022
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
8.84K+ 22.77% |
$713K - $721K
|
47.7K
$3.93M
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
8.84K+ 266.62% |
$713K - $721K
|
12.2K
$1M
|
|
|
Feb 07, 2023
Q4 2022
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
8.81KNew |
$710K - $719K
|
8.81K
$727K
|
|
|
Jan 17, 2023
Q4 2022
|
Zhang Financial LLC
|
BUY
|
- |
8.72K+ 28.9% |
$703K - $711K
|
38.9K
$3.21M
|
|
|
Feb 14, 2023
Q4 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
8.6K+ 113.15% |
$693K - $701K
|
16.2K
$1.34M
|
|
|
Feb 14, 2023
Q4 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
8.56K+ 33.61% |
$690K - $698K
|
34K
$2.81M
|
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
8.47K+ 1313.33% |
$683K - $691K
|
9.12K
$752K
|
|
|
Jan 27, 2023
Q4 2022
|
Sinecera Capital, LLC
|
BUY
|
- |
8.45KNew |
$681K - $689K
|
8.45K
$697K
|
|
|
Jan 27, 2023
Q4 2022
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
8.43KNew |
$680K - $687K
|
8.43K
$695K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
8.37K+ 450.11% |
$675K - $682K
|
10.2K
$844K
|
|
|
Feb 01, 2023
Q4 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
8.3KNew |
$669K - $677K
|
8.3K
$685K
|
|
|
Jan 25, 2023
Q4 2022
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
8.27KNew |
$666K - $674K
|
8.27K
$682K
|
|
|
Jan 19, 2023
Q4 2022
|
Wt Wealth Management
|
BUY
|
- |
8K+ 55.75% |
$645K - $652K
|
22.4K
$1.84M
|
|
|
Jan 30, 2023
Q4 2022
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
7.92KNew |
$638K - $645K
|
7.92K
$653K
|
|
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
7.81K+ 42.94% |
$630K - $637K
|
26K
$2.15M
|
|
|
Jan 17, 2023
Q4 2022
|
Veracity Capital LLC
|
BUY
|
- |
7.77K+ 37.66% |
$626K - $633K
|
28.4K
$2.34M
|
|
|
Jan 18, 2023
Q4 2022
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
7.76KNew |
$626K - $633K
|
7.76K
$640K
|
|
|
Feb 14, 2023
Q4 2022
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
7.7K+ 38.76% |
$620K - $627K
|
27.6K
$2.27M
|
|
|
Feb 09, 2023
Q4 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
7.65KNew |
$617K - $624K
|
7.65K
$631K
|
|
|
Feb 01, 2023
Q4 2022
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
7.61KNew |
$613K - $620K
|
7.61K
$627K
|
|
|
Jan 17, 2023
Q4 2022
|
Well Done, LLC
|
BUY
|
- |
7.6KNew |
$613K - $620K
|
7.6K
$627K
|
|
|
Feb 10, 2023
Q4 2022
|
Camden National Bank
Camden, ME |
BUY
|
- |
7.47K+ 10.26% |
$602K - $609K
|
80.3K
$6.62M
|
|
|
Feb 13, 2023
Q4 2022
|
Biechele Royce Advisors
|
BUY
|
- |
7.38KNew |
$595K - $602K
|
7.38K
$609K
|
|
|
Jan 12, 2023
Q4 2022
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
7.33K+ 6.18% |
$591K - $598K
|
126K
$10.4M
|
|
|
Jan 20, 2023
Q4 2022
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
7.28KNew |
$587K - $593K
|
7.28K
$600K
|
|
|
Feb 08, 2023
Q4 2022
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
7.21KNew |
$581K - $588K
|
7.21K
$595K
|
|
|
Feb 10, 2023
Q4 2022
|
Edgehill Endowment Partners, LLC
|
BUY
|
- |
7.19K+ 0.73% |
$579K - $586K
|
985K
$81.2M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
7.12K+ 37.92% |
$574K - $581K
|
25.9K
$2.14M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
7.12K+ 23.15% |
$574K - $581K
|
37.9K
$3.12M
|
|
|
Jan 23, 2023
Q4 2022
|
Blue Fin Capital, Inc.
|
BUY
|
- |
7.12K+ 128.03% |
$574K - $580K
|
12.7K
$1.05M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
7.01K+ 3.49% |
$565K - $571K
|
208K
$17.1M
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
6.95K+ 8.44% |
$560K - $567K
|
89.4K
$7.37M
|
|
|
Jan 17, 2023
Q4 2022
|
Element Wealth, LLC
|
BUY
|
- |
6.82K+ 358.41% |
$549K - $556K
|
8.72K
$719K
|
|
|
Feb 13, 2023
Q4 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
6.81KNew |
$549K - $555K
|
6.81K
$562K
|
|
|
Feb 13, 2023
Q4 2022
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
6.69KNew |
$539K - $545K
|
6.69K
$552K
|