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 20, 2022
Q3 2022
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-180- 1.65% |
$14.6K - $15K
|
10.7K
$881K
|
|
|
Oct 18, 2022
Q3 2022
|
Wealthpoint, LLC
|
SELL
|
- |
-190- 2.1% |
$15.4K - $15.8K
|
8.86K
$726K
|
|
|
Oct 27, 2022
Q3 2022
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-191- 1.9% |
$15.5K - $15.9K
|
9.86K
$809K
|
|
|
Nov 03, 2022
Q3 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-200- 12.68% |
$16.2K - $16.6K
|
1.38K
$113K
|
|
|
Nov 10, 2022
Q3 2022
|
Silicon Valley Capital Partners
|
SELL
|
- |
-200- 1.37% |
$16.2K - $16.6K
|
14.4K
$1.18M
|
|
|
Jun 13, 2023
Q3 2022
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-200- 2.07% |
$16.2K - $16.6K
|
9.45K
$775K
|
|
|
Oct 21, 2022
Q3 2022
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-200- 0.82% |
$16.2K - $16.6K
|
24.2K
$1.98M
|
|
|
Nov 03, 2022
Q3 2022
|
America First Investment Advisors, LLC
|
SELL
|
- |
-207- 0.59% |
$16.8K - $17.2K
|
34.7K
$2.85M
|
|
|
Oct 06, 2022
Q3 2022
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-209- 0.44% |
$16.9K - $17.4K
|
47.2K
$3.87M
|
|
|
Nov 02, 2022
Q3 2022
|
First National Trust CO
|
SELL
|
- |
-225- 5.93% |
$18.2K - $18.7K
|
3.57K
$293K
|
|
|
Oct 24, 2022
Q3 2022
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-227- 1.68% |
$18.4K - $18.9K
|
13.3K
$1.09M
|
|
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-239- 54.57% |
$19.4K - $19.9K
|
199
$16.3K
|
|
|
Oct 21, 2022
Q3 2022
|
Transform Wealth, LLC
|
SELL
|
- |
-256- 3.12% |
$20.7K - $21.3K
|
7.95K
$652K
|
|
|
Nov 03, 2022
Q3 2022
|
Renasant Bank
|
SELL
|
- |
-269- 3.24% |
$21.8K - $22.3K
|
8.04K
$659K
|
|
|
Oct 25, 2022
Q3 2022
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-270- 1.57% |
$21.9K - $22.4K
|
16.9K
$1.39M
|
|
|
Nov 10, 2022
Q3 2022
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-277- 5.08% |
$22.4K - $23K
|
5.17K
$424K
|
|
|
Nov 10, 2022
Q3 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-278- 0.47% |
$22.5K - $23.1K
|
59.1K
$4.85M
|
|
|
Oct 24, 2022
Q3 2022
|
Webster Bank, N. A.
|
SELL
|
- |
-287- 19.6% |
$23.3K - $23.8K
|
1.18K
$96.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-290- 44.41% |
$23.5K - $24.1K
|
363
$29.8K
|
|
|
Oct 27, 2022
Q3 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-293- 9.06% |
$23.7K - $24.3K
|
2.94K
$241K
|
|
|
Oct 13, 2022
Q3 2022
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-308- 3.97% |
$25K - $25.6K
|
7.44K
$611K
|
|
|
Nov 03, 2022
Q3 2022
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-309- 2.67% |
$25K - $25.7K
|
11.3K
$925K
|
|
|
Nov 14, 2022
Q3 2022
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-315- 0.53% |
$25.5K - $26.2K
|
59K
$4.84M
|
|
|
Nov 02, 2022
Q3 2022
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-323- 10.72% |
$26.2K - $26.8K
|
2.69K
$221K
|
|
|
Nov 01, 2022
Q3 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-330- 8.18% |
$26.7K - $27.4K
|
3.7K
$304K
|
|
|
Oct 26, 2022
Q3 2022
|
Spc Financial, Inc.
|
SELL
|
- |
-332- 5.58% |
$26.9K - $27.6K
|
5.62K
$461K
|
|
|
Oct 18, 2022
Q3 2022
|
Life Guide Financial Advisors, LLC
|
SELL
|
- |
-336- 1.97% |
$27.2K - $27.9K
|
16.7K
$1.37M
|
|
|
Dec 13, 2022
Q3 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-343Closed |
$27.8K - $28.5K
|
0
$0
|
|
|
Oct 28, 2022
Q3 2022
|
Cambiar Investors LLC
|
SELL
|
- |
-343- 0.41% |
$27.8K - $28.5K
|
83.6K
$6.86M
|
|
|
Nov 09, 2022
Q3 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-350- 29.29% |
$28.4K - $29.1K
|
845
$69.3K
|
|
|
Oct 18, 2022
Q3 2022
|
Zhang Financial LLC
|
SELL
|
- |
-381- 1.25% |
$30.9K - $31.6K
|
30.2K
$2.47M
|
|
|
Oct 31, 2022
Q3 2022
|
Matson Money. Inc.
|
SELL
|
- |
-385- 0.03% |
$31.2K - $32K
|
1.37M
$112M
|
|
|
Nov 02, 2022
Q3 2022
|
Nelson Capital Management, LLC
|
SELL
|
- |
-395- 13.31% |
$32K - $32.8K
|
2.57K
$211K
|
|
|
Nov 04, 2022
Q3 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-400- 70.05% |
$32.4K - $33.2K
|
171
$14K
|
|
|
Nov 10, 2022
Q3 2022
|
Forum Private Client Group LLC
|
SELL
|
- |
-417- 2.91% |
$33.8K - $34.6K
|
13.9K
$1.14M
|
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-423- 2.54% |
$34.3K - $35.1K
|
16.3K
$1.33M
|
|
|
Oct 26, 2022
Q3 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-444- 10.82% |
$36K - $36.9K
|
3.66K
$300K
|
|
|
Oct 20, 2022
Q3 2022
|
Wt Wealth Management
|
SELL
|
- |
-450- 3.04% |
$36.5K - $37.4K
|
14.4K
$1.18M
|
|
|
Nov 15, 2022
Q3 2022
|
State Street Corp
Boston, MA |
SELL
|
- |
-451- 1.89% |
$36.5K - $37.5K
|
23.4K
$1.92M
|
|
|
Nov 09, 2022
Q3 2022
|
Rollins Financial
|
SELL
|
- |
-451- 8.1% |
$36.5K - $37.5K
|
5.12K
$420K
|
|
|
Oct 18, 2022
Q3 2022
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-453- 1.58% |
$36.7K - $37.6K
|
28.1K
$2.31M
|
|
|
Oct 12, 2022
Q3 2022
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-460- 4.3% |
$37.3K - $38.2K
|
10.2K
$840K
|
|
|
Oct 20, 2022
Q3 2022
|
Capital Insight Partners, LLC
|
SELL
|
- |
-486- 13.44% |
$39.4K - $40.4K
|
3.13K
$257K
|
|
|
Oct 21, 2022
Q3 2022
|
Cadinha & CO LLC
|
SELL
|
- |
-497- 7.28% |
$40.3K - $41.3K
|
6.33K
$519K
|
|
|
Oct 31, 2022
Q3 2022
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-520- 1.48% |
$42.1K - $43.2K
|
34.7K
$2.84M
|
|
|
Nov 09, 2022
Q3 2022
|
New South Capital Management Inc
Memphis, TN |
SELL
|
- |
-530- 5.33% |
$43K - $44K
|
9.41K
$771K
|
|
|
Oct 05, 2022
Q3 2022
|
Hbw Advisory Services LLC
|
SELL
|
- |
-538- 2.92% |
$43.6K - $44.7K
|
17.9K
$1.47M
|
|
|
Nov 08, 2022
Q3 2022
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-573- 3.22% |
$46.4K - $47.6K
|
17.2K
$1.41M
|
|
|
Oct 24, 2022
Q3 2022
|
Trust CO Of Vermont
|
SELL
|
- |
-600- 50.0% |
$48.6K - $49.8K
|
600
$49.2K
|
|
|
Oct 21, 2022
Q3 2022
|
Lutz Financial Services LLC
|
SELL
|
- |
-626- 10.13% |
$50.7K - $52K
|
5.56K
$456K
|