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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-1.45K- 17.28% |
$117K - $120K
|
6.92K
$567K
|
|
|
Oct 13, 2022
Q3 2022
|
Gfs Advisors, LLC
|
SELL
|
- |
-1.5K- 30.0% |
$122K - $125K
|
3.5K
$287K
|
|
|
Oct 18, 2022
Q3 2022
|
Starfox Financial Services, LLC
The Woodlands, TX |
SELL
|
- |
-1.51K- 1.16% |
$122K - $125K
|
128K
$10.5M
|
|
|
Nov 14, 2022
Q3 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-1.54K- 81.87% |
$124K - $127K
|
340
$27.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-1.54K- 5.13% |
$125K - $128K
|
28.5K
$2.34M
|
|
|
Oct 31, 2022
Q3 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.58K- 21.4% |
$128K - $131K
|
5.79K
$475K
|
|
|
Oct 13, 2022
Q3 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.58K- 19.66% |
$128K - $131K
|
6.45K
$529K
|
|
|
Oct 28, 2022
Q3 2022
|
Community Bank, N.A.
|
SELL
|
- |
-1.58K- 13.12% |
$128K - $131K
|
10.5K
$858K
|
|
|
Nov 14, 2022
Q3 2022
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-1.61K- 5.15% |
$131K - $134K
|
29.7K
$2.44M
|
|
|
Nov 10, 2022
Q3 2022
|
Staley Capital Advisers Inc
|
SELL
|
- |
-1.63K- 10.05% |
$132K - $135K
|
14.6K
$1.19M
|
|
|
Nov 07, 2022
Q3 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.66K- 22.99% |
$135K - $138K
|
5.57K
$457K
|
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.7K- 29.29% |
$138K - $141K
|
4.1K
$337K
|
|
|
Nov 08, 2022
Q3 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.72K- 23.67% |
$139K - $143K
|
5.54K
$454K
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-1.72K- 11.12% |
$139K - $143K
|
13.8K
$1.13M
|
|
|
Oct 14, 2022
Q3 2022
|
Pacifica Partners Inc.
|
SELL
|
- |
-1.73K- 59.15% |
$140K - $143K
|
1.19K
$97.8K
|
|
|
Oct 18, 2022
Q3 2022
|
Darwin Advisors, LLC
|
SELL
|
- |
-1.76K- 9.53% |
$142K - $146K
|
16.7K
$1.37M
|
|
|
Oct 25, 2022
Q3 2022
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-1.78K- 99.94% |
$144K - $148K
|
1
$82
|
|
|
Nov 04, 2022
Q3 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-1.8K- 18.44% |
$146K - $150K
|
7.98K
$654K
|
|
|
Nov 14, 2022
Q3 2022
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-1.89K- 24.69% |
$153K - $157K
|
5.75K
$472K
|
|
|
Nov 14, 2022
Q3 2022
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-1.89K- 3.19% |
$153K - $157K
|
57.3K
$4.7M
|
|
|
Oct 06, 2022
Q3 2022
|
Legacy Private Trust Co.
|
SELL
|
- |
-1.93K- 4.54% |
$156K - $160K
|
40.6K
$3.33M
|
|
|
Oct 19, 2022
Q3 2022
|
Empirical Asset Management, LLC
|
SELL
|
- |
-1.97K- 4.04% |
$159K - $163K
|
46.7K
$3.83M
|
|
|
Oct 26, 2022
Q3 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.98K- 24.35% |
$160K - $164K
|
6.14K
$504K
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.98K- 0.77% |
$161K - $165K
|
255K
$20.9M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.02K- 8.72% |
$164K - $168K
|
21.1K
$1.73M
|
|
|
Oct 20, 2022
Q3 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-2.03K- 10.95% |
$164K - $168K
|
16.5K
$1.35M
|
|
|
Nov 14, 2022
Q3 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-2.07K- 2.17% |
$167K - $172K
|
93K
$7.63M
|
|
|
Nov 09, 2022
Q3 2022
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-2.07K- 5.36% |
$168K - $172K
|
36.5K
$2.99M
|
|
|
Nov 14, 2022
Q3 2022
|
Ballast Advisors LLC
|
SELL
|
- |
-2.13K- 7.18% |
$173K - $177K
|
27.6K
$2.26M
|
|
|
Nov 14, 2022
Q3 2022
|
Dt Investment Partners, LLC
|
SELL
|
- |
-2.15K- 2.03% |
$174K - $178K
|
103K
$8.48M
|
|
|
Nov 04, 2022
Q3 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-2.18K- 87.19% |
$177K - $181K
|
320
$26.2K
|
|
|
Nov 03, 2022
Q3 2022
|
Ifs Advisors, LLC
|
SELL
|
- |
-2.18K- 9.26% |
$177K - $181K
|
21.3K
$1.75M
|
|
|
Nov 10, 2022
Q3 2022
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-2.19K- 31.57% |
$177K - $182K
|
4.74K
$389K
|
|
|
Oct 11, 2022
Q3 2022
|
E&G Advisors, LP
|
SELL
|
- |
-2.2K- 7.06% |
$178K - $183K
|
29K
$2.37M
|
|
|
Oct 19, 2022
Q3 2022
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-2.21K- 10.91% |
$179K - $184K
|
18K
$1.48M
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.25K- 4.37% |
$182K - $187K
|
49.2K
$4.04M
|
|
|
Nov 07, 2022
Q3 2022
|
Berkshire Bank
|
SELL
|
- |
-2.27K- 34.15% |
$184K - $189K
|
4.38K
$359K
|
|
|
Oct 31, 2022
Q3 2022
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-2.28K- 3.76% |
$185K - $190K
|
58.5K
$4.8M
|
|
|
Nov 02, 2022
Q3 2022
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-2.41K- 20.37% |
$196K - $200K
|
9.43K
$774K
|
|
|
Nov 14, 2022
Q3 2022
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-2.51K- 61.48% |
$203K - $208K
|
1.57K
$129K
|
|
|
Oct 21, 2022
Q3 2022
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-2.53K- 6.5% |
$205K - $210K
|
36.4K
$2.98M
|
|
|
Nov 14, 2022
Q3 2022
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-2.55K- 5.22% |
$207K - $212K
|
46.4K
$3.8M
|
|
|
Oct 13, 2022
Q3 2022
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-2.56K- 8.76% |
$207K - $212K
|
26.6K
$2.18M
|
|
|
Oct 13, 2022
Q3 2022
|
National Bank Of Canada
|
SELL
|
- |
-2.56K- 3.17% |
$207K - $212K
|
78.1K
$6.41M
|
|
|
Nov 14, 2022
Q3 2022
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-2.56K- 2.26% |
$207K - $212K
|
111K
$9.07M
|
|
|
Nov 03, 2022
Q3 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-2.57K- 26.7% |
$208K - $213K
|
7.04K
$578K
|
|
|
Oct 11, 2022
Q3 2022
|
Pacific Financial Group Inc
|
SELL
|
- |
-2.58K- 9.14% |
$209K - $214K
|
25.6K
$2.1M
|
|
|
Jan 03, 2023
Q3 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-2.59K- 19.48% |
$210K - $215K
|
10.7K
$879K
|
|
|
Nov 14, 2022
Q3 2022
|
Retirement Group, LLC
|
SELL
|
- |
-2.61K- 50.1% |
$212K - $217K
|
2.6K
$214K
|
|
|
Oct 24, 2022
Q3 2022
|
Shufro Rose & CO LLC
|
SELL
|
- |
-2.65K- 46.9% |
$215K - $220K
|
3K
$246K
|