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 12, 2022
Q3 2022
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-639- 10.0% |
$51.8K - $53.1K
|
5.75K
$472K
|
|
|
Oct 17, 2022
Q3 2022
|
Rede Wealth, LLC
|
SELL
|
- |
-688- 12.78% |
$55.8K - $57.1K
|
4.7K
$385K
|
|
|
Nov 14, 2022
Q3 2022
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-705- 6.24% |
$57.1K - $58.6K
|
10.6K
$869K
|
|
|
Nov 02, 2022
Q3 2022
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-709Closed |
$57.5K - $58.9K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Independent Family Office, LLC
|
SELL
|
- |
-728- 2.14% |
$59K - $60.5K
|
33.3K
$2.73M
|
|
|
Nov 04, 2022
Q3 2022
|
Sierra Capital LLC
|
SELL
|
- |
-730- 4.67% |
$59.2K - $60.6K
|
14.9K
$1.22M
|
|
|
Nov 09, 2022
Q3 2022
|
Wolf Group Capital Advisors
|
SELL
|
- |
-730- 7.65% |
$59.2K - $60.6K
|
8.81K
$723K
|
|
|
Oct 10, 2024
Q3 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-731- 99.19% |
$59.2K - $60.7K
|
6
$492
|
|
|
Nov 07, 2022
Q3 2022
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-746- 2.83% |
$60.5K - $62K
|
25.6K
$2.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
SELL
|
- |
-754- 13.51% |
$61.1K - $62.6K
|
4.83K
$396K
|
|
|
Nov 04, 2022
Q3 2022
|
Briaud Financial Planning, Inc
College Station, TX |
SELL
|
- |
-787- 14.56% |
$63.8K - $65.4K
|
4.62K
$379K
|
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-796- 6.17% |
$64.5K - $66.1K
|
12.1K
$992K
|
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-811- 0.27% |
$65.7K - $67.4K
|
297K
$24.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-819- 15.92% |
$66.4K - $68K
|
4.33K
$355K
|
|
|
Oct 28, 2022
Q3 2022
|
Klingman & Associates, LLC
|
SELL
|
- |
-825- 11.09% |
$66.9K - $68.5K
|
6.62K
$543K
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-829- 1.96% |
$67.2K - $68.9K
|
41.4K
$3.39M
|
|
|
Oct 17, 2022
Q3 2022
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-833- 23.74% |
$67.5K - $69.2K
|
2.68K
$220K
|
|
|
Oct 24, 2022
Q3 2022
|
Amarillo National Bank
|
SELL
|
- |
-847- 7.7% |
$68.6K - $70.4K
|
10.2K
$833K
|
|
|
Nov 10, 2022
Q3 2022
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-852- 2.44% |
$69K - $70.8K
|
34K
$2.79M
|
|
|
Nov 07, 2022
Q3 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-866- 7.65% |
$70.2K - $71.9K
|
10.5K
$857K
|
|
|
Nov 01, 2022
Q3 2022
|
Anson Capital, Inc.
|
SELL
|
- |
-867- 7.77% |
$70.3K - $72K
|
10.3K
$844K
|
|
|
Nov 14, 2022
Q3 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-884- 3.77% |
$71.6K - $73.4K
|
22.6K
$1.85M
|
|
|
Nov 09, 2022
Q3 2022
|
Westside Investment Management, Inc.
|
SELL
|
- |
-927- 3.02% |
$75.1K - $77K
|
29.8K
$2.45M
|
|
|
Oct 19, 2022
Q3 2022
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-960- 0.6% |
$77.8K - $79.7K
|
160K
$13.1M
|
|
|
Oct 21, 2022
Q3 2022
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-968- 5.62% |
$78.4K - $80.4K
|
16.3K
$1.33M
|
|
|
Nov 10, 2022
Q3 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-968- 5.64% |
$78.4K - $80.4K
|
16.2K
$1.33M
|
|
|
Nov 01, 2022
Q3 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-975- 2.51% |
$79K - $81K
|
37.9K
$3.11M
|
|
|
Nov 04, 2022
Q3 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-976- 1.32% |
$79.1K - $81.1K
|
72.9K
$5.98M
|
|
|
Oct 05, 2022
Q3 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-977- 5.62% |
$79.2K - $81.1K
|
16.4K
$1.34M
|
|
|
Nov 14, 2022
Q3 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-981- 12.18% |
$79.5K - $81.5K
|
7.07K
$580K
|
|
|
Oct 18, 2022
Q3 2022
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-984- 18.68% |
$79.7K - $81.7K
|
4.29K
$351K
|
|
|
Nov 10, 2022
Q3 2022
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-1K- 15.58% |
$81.1K - $83.1K
|
5.42K
$445K
|
|
|
Nov 01, 2022
Q3 2022
|
Astoria Strategic Wealth, Inc.
|
SELL
|
- |
-1.07K- 1.55% |
$86.6K - $88.7K
|
68K
$5.58M
|
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.07K- 3.37% |
$86.9K - $89K
|
30.8K
$2.52M
|
|
|
Nov 08, 2022
Q3 2022
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-1.09K- 6.68% |
$88.6K - $90.8K
|
15.3K
$1.25M
|
|
|
Nov 14, 2022
Q3 2022
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-1.11K- 2.12% |
$89.5K - $91.8K
|
51.1K
$4.19M
|
|
|
Nov 02, 2022
Q3 2022
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-1.13K- 3.25% |
$91.2K - $93.4K
|
33.5K
$2.75M
|
|
|
Nov 04, 2022
Q3 2022
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-1.13K- 2.86% |
$91.3K - $93.5K
|
38.3K
$3.14M
|
|
|
Nov 07, 2022
Q3 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.13K- 1.54% |
$91.5K - $93.8K
|
72.2K
$5.92M
|
|
|
Nov 01, 2022
Q3 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.15K- 5.32% |
$92.8K - $95.1K
|
20.4K
$1.67M
|
|
|
Oct 25, 2022
Q3 2022
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-1.15K- 27.71% |
$93.2K - $95.5K
|
3K
$246K
|
|
|
Nov 14, 2022
Q3 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-1.22K- 3.43% |
$99.1K - $102K
|
34.4K
$2.82M
|
|
|
Nov 01, 2022
Q3 2022
|
Triumph Capital Management
|
SELL
|
- |
-1.22K- 32.42% |
$99.2K - $102K
|
2.55K
$209K
|
|
|
Oct 27, 2022
Q3 2022
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-1.25K- 15.6% |
$101K - $103K
|
6.74K
$552K
|
|
|
Nov 04, 2022
Q3 2022
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-1.29K- 3.22% |
$105K - $107K
|
38.8K
$3.19M
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.3K- 9.26% |
$106K - $108K
|
12.8K
$1.05M
|
|
|
Nov 14, 2022
Q3 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-1.31K- 31.14% |
$106K - $109K
|
2.89K
$237K
|
|
|
Oct 05, 2022
Q3 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-1.31K- 11.65% |
$106K - $109K
|
9.93K
$814K
|
|
|
Oct 13, 2022
Q3 2022
|
Defined Wealth Management, LLC
|
SELL
|
- |
-1.44K- 8.15% |
$116K - $119K
|
16.2K
$1.33M
|
|
|
Nov 14, 2022
Q3 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-1.44K- 19.0% |
$117K - $120K
|
6.13K
$503K
|