Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Oct 18, 2022
Q3 2022
|
Mechanics Bank Trust Department
|
BUY
|
- |
637+ 13.57% |
$51.6K - $52.9K
|
5.33K
$437K
|
|
Oct 24, 2022
Q3 2022
|
Investment Advisory Group, LLC
|
BUY
|
- |
630+ 4.89% |
$51.1K - $52.3K
|
13.5K
$1.11M
|
|
Nov 10, 2022
Q3 2022
|
Strategic Advisors LLC
|
BUY
|
- |
627+ 8.27% |
$50.8K - $52.1K
|
8.21K
$674K
|
|
Oct 21, 2022
Q3 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
610+ 2.13% |
$49.4K - $50.7K
|
29.3K
$2.4M
|
|
Nov 10, 2022
Q3 2022
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
605+ 3.09% |
$49K - $50.3K
|
20.2K
$1.65M
|
|
Nov 09, 2022
Q3 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
600+ 298.51% |
$48.6K - $49.8K
|
801
$65.7K
|
|
Oct 04, 2022
Q3 2022
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
557+ 1.82% |
$45.1K - $46.3K
|
31.2K
$2.56M
|
|
Oct 29, 2024
Q3 2022
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
549New |
$44.5K - $45.6K
|
549
$45K
|
|
Nov 18, 2022
Q3 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
537+ 22.84% |
$43.5K - $44.6K
|
2.89K
$237K
|
|
Nov 10, 2022
Q3 2022
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
517+ 0.28% |
$41.9K - $42.9K
|
187K
$15.3M
|
|
Nov 09, 2022
Q3 2022
|
Tmd Wealth Management, LLC
|
BUY
|
- |
485+ 14.22% |
$39.3K - $40.3K
|
3.9K
$320K
|
|
Oct 19, 2022
Q3 2022
|
Rockland Trust CO
|
BUY
|
- |
465+ 3.87% |
$37.7K - $38.6K
|
12.5K
$1.02M
|
|
Nov 14, 2022
Q3 2022
|
Crewe Advisors LLC
|
BUY
|
- |
457+ 36.56% |
$37K - $38K
|
1.71K
$140K
|
|
Nov 14, 2022
Q3 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
444+ 2.93% |
$36K - $36.9K
|
15.6K
$1.28M
|
|
Oct 24, 2022
Q3 2022
|
Annex Advisory Services, LLC
|
BUY
|
- |
424+ 7.24% |
$34.4K - $35.2K
|
6.28K
$515K
|
|
Oct 26, 2022
Q3 2022
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
400+ 4.07% |
$32.4K - $33.2K
|
10.2K
$840K
|
|
Dec 02, 2022
Q3 2022
|
Values First Advisors, Inc.
|
BUY
|
- |
400+ 1.06% |
$32.4K - $33.2K
|
38K
$3.12M
|
|
Oct 14, 2022
Q3 2022
|
Flagship Private Wealth, LLC
|
BUY
|
- |
399+ 2.72% |
$32.3K - $33.1K
|
15K
$1.23M
|
|
Nov 01, 2022
Q3 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
392+ 2.51% |
$31.8K - $32.6K
|
16K
$1.31M
|
|
Oct 05, 2022
Q3 2022
|
Savior LLC
|
BUY
|
- |
376+ 23.35% |
$30.5K - $31.2K
|
1.99K
$163K
|
|
Nov 13, 2023
Q3 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
374+ 138.01% |
$30.3K - $31.1K
|
645
$52.9K
|
|
Nov 08, 2022
Q3 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
354+ 3.87% |
$28.7K - $29.4K
|
9.5K
$779K
|
|
Oct 06, 2022
Q3 2022
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
350New |
$28.4K - $29.1K
|
350
$28.7K
|
|
Oct 04, 2022
Q3 2022
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
348+ 5.26% |
$28.2K - $28.9K
|
6.96K
$571K
|
|
Oct 20, 2022
Q3 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
339+ 7.35% |
$27.5K - $28.2K
|
4.95K
$406K
|
|
Nov 09, 2022
Q3 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
323+ 316.67% |
$26.2K - $26.8K
|
425
$34.9K
|
|
Oct 13, 2022
Q3 2022
|
Tompkins Financial Corp
|
BUY
|
- |
310+ 1.8% |
$25.1K - $25.7K
|
17.5K
$1.44M
|
|
Oct 27, 2022
Q3 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
304+ 10.82% |
$24.6K - $25.3K
|
3.11K
$255K
|
|
Nov 14, 2022
Q3 2022
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
BUY
|
- |
300+ 8.45% |
$24.3K - $24.9K
|
3.85K
$316K
|
|
Oct 20, 2022
Q3 2022
|
Crew Capital Management, Ltd.
|
BUY
|
- |
286+ 5.22% |
$23.2K - $23.8K
|
5.76K
$472K
|
|
Nov 14, 2022
Q3 2022
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
280+ 4.79% |
$22.7K - $23.3K
|
6.13K
$503K
|
|
Oct 05, 2022
Q3 2022
|
American National Bank
|
BUY
|
- |
279+ 1162.5% |
$22.6K - $23.2K
|
303
$24.9K
|
|
Oct 31, 2022
Q3 2022
|
One Day In July LLC
|
BUY
|
- |
279+ 1.09% |
$22.6K - $23.2K
|
26K
$2.13M
|
|
Oct 11, 2022
Q3 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
273+ 5.14% |
$22.1K - $22.7K
|
5.59K
$458K
|
|
Nov 09, 2022
Q3 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
260+ 5.06% |
$21.1K - $21.6K
|
5.4K
$443K
|
|
Nov 14, 2022
Q3 2022
|
Pointe Capital Management LLC
|
BUY
|
- |
245+ 0.33% |
$19.9K - $20.3K
|
75.2K
$6.17M
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
238+ 5.15% |
$19.3K - $19.8K
|
4.86K
$399K
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
237+ 51.86% |
$19.2K - $19.7K
|
694
$56.9K
|
|
Nov 09, 2022
Q3 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
203New |
$16.5K - $16.9K
|
203
$16.7K
|
|
Nov 17, 2022
Q3 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
200+ 21.62% |
$16.2K - $16.6K
|
1.13K
$92.3K
|
|
Oct 21, 2022
Q3 2022
|
Private Ocean, LLC
|
BUY
|
- |
194+ 625.81% |
$15.7K - $16.1K
|
225
$18.5K
|
|
Nov 02, 2022
Q3 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
189+ 1.21% |
$15.3K - $15.7K
|
15.9K
$1.3M
|
|
Aug 28, 2024
Q3 2022
|
Farmers National Bank
Danville, KY |
BUY
|
- |
188+ 4.64% |
$15.2K - $15.6K
|
4.24K
$348K
|
|
Oct 21, 2022
Q3 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
186+ 7.39% |
$15.1K - $15.4K
|
2.7K
$222K
|
|
Oct 20, 2022
Q3 2022
|
Country Trust Bank
|
BUY
|
- |
185New |
$15K - $15.4K
|
185
$15.2K
|
|
Dec 13, 2022
Q3 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
169+ 2.47% |
$13.7K - $14K
|
7.01K
$575K
|
|
Nov 08, 2022
Q3 2022
|
Element Wealth, LLC
|
BUY
|
- |
167+ 9.63% |
$13.5K - $13.9K
|
1.9K
$156K
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
165+ 0.18% |
$13.4K - $13.7K
|
91.7K
$7.53M
|
|
Oct 24, 2022
Q3 2022
|
Lyell Wealth Management, LP
|
BUY
|
- |
162+ 5.36% |
$13.1K - $13.5K
|
3.19K
$261K
|
|
Nov 10, 2022
Q3 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
160+ 0.15% |
$13K - $13.3K
|
104K
$8.52M
|