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
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-2.65K- 26.91% |
$215K - $220K
|
7.2K
$591K
|
|
|
Oct 24, 2022
Q3 2022
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-2.67K- 2.97% |
$216K - $222K
|
87.1K
$7.15M
|
|
|
Nov 08, 2022
Q3 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-2.76K- 2.1% |
$224K - $230K
|
129K
$10.6M
|
|
|
Nov 07, 2022
Q3 2022
|
Safeguard Financial, LLC
|
SELL
|
- |
-2.87K- 37.61% |
$232K - $238K
|
4.76K
$390K
|
|
|
Oct 24, 2022
Q3 2022
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-2.88K- 16.52% |
$233K - $239K
|
14.5K
$1.19M
|
|
|
Oct 14, 2022
Q3 2022
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-2.96K- 13.5% |
$240K - $246K
|
19K
$1.56M
|
|
|
Oct 24, 2022
Q3 2022
|
First Purpose Wealth LLC
|
SELL
|
- |
-3.07K- 10.05% |
$249K - $255K
|
27.4K
$2.25M
|
|
|
Oct 31, 2022
Q3 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-3.22K- 36.5% |
$261K - $267K
|
5.6K
$460K
|
|
|
Nov 01, 2022
Q3 2022
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-3.27K- 7.55% |
$265K - $272K
|
40K
$3.28M
|
|
|
Dec 28, 2022
Q3 2022
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-3.51K- 7.86% |
$285K - $292K
|
41.2K
$3.38M
|
|
|
Oct 13, 2022
Q3 2022
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-3.55K- 17.48% |
$288K - $295K
|
16.8K
$1.38M
|
|
|
Nov 08, 2022
Q3 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-3.56K- 10.67% |
$289K - $296K
|
29.8K
$2.45M
|
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-3.62K- 7.63% |
$294K - $301K
|
43.9K
$3.6M
|
|
|
Nov 08, 2022
Q3 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-3.67K- 23.99% |
$297K - $305K
|
11.6K
$953K
|
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-3.69K- 75.56% |
$299K - $307K
|
1.19K
$97.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-3.72K- 36.03% |
$301K - $309K
|
6.6K
$541K
|
|
|
Nov 07, 2022
Q3 2022
|
Bfsg, LLC
|
SELL
|
- |
-3.75K- 11.65% |
$304K - $311K
|
28.4K
$2.33M
|
|
|
Nov 07, 2022
Q3 2022
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-3.75K- 2.86% |
$304K - $312K
|
127K
$10.4M
|
|
|
Nov 09, 2022
Q3 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-4KClosed |
$324K - $332K
|
0
$0
|
|
|
Aug 13, 2024
Q3 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-4.06K- 15.45% |
$329K - $337K
|
22.2K
$1.82M
|
|
|
Oct 21, 2022
Q3 2022
|
Cra Financial Services, LLC
|
SELL
|
- |
-4.09K- 36.84% |
$331K - $339K
|
7K
$574K
|
|
|
Nov 14, 2022
Q3 2022
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
SELL
|
- |
-4.18K- 14.05% |
$339K - $347K
|
25.6K
$2.1M
|
|
|
Nov 15, 2022
Q3 2022
|
Family Firm, Inc.
|
SELL
|
- |
-4.24K- 14.68% |
$344K - $353K
|
24.7K
$2.02M
|
|
|
Oct 20, 2022
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-4.28K- 62.05% |
$347K - $356K
|
2.62K
$215K
|
|
|
Jan 27, 2023
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-4.28K- 62.05% |
$347K - $356K
|
2.62K
$215K
|
|
|
Oct 17, 2022
Q3 2022
|
Procyon Advisors, LLC
|
SELL
|
- |
-4.31K- 20.13% |
$350K - $358K
|
17.1K
$1.4M
|
|
|
Nov 07, 2022
Q3 2022
|
Occidental Asset Management, LLC
|
SELL
|
- |
-4.32K- 26.77% |
$350K - $359K
|
11.8K
$970K
|
|
|
Jul 28, 2023
Q3 2022
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-4.47K- 47.69% |
$362K - $371K
|
4.9K
$402K
|
|
|
Nov 14, 2022
Q3 2022
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-4.59K- 16.15% |
$372K - $381K
|
23.8K
$1.95M
|
|
|
Nov 09, 2022
Q3 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-5K- 56.81% |
$405K - $415K
|
3.8K
$312K
|
|
|
Nov 14, 2022
Q3 2022
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-5.09K- 11.79% |
$413K - $423K
|
38.1K
$3.12M
|
|
|
Nov 15, 2022
Q3 2022
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-5.1KClosed |
$413K - $423K
|
0
$0
|
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-5.19K- 19.56% |
$421K - $431K
|
21.4K
$1.75M
|
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-5.2K- 2.24% |
$422K - $432K
|
227K
$18.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Q3 Asset Management
|
SELL
|
- |
-5.41K- 13.63% |
$439K - $450K
|
34.3K
$2.81M
|
|
|
Oct 21, 2022
Q3 2022
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-5.47K- 39.88% |
$444K - $455K
|
8.25K
$677K
|
|
|
Oct 13, 2022
Q3 2022
|
Wesbanco Bank Inc
|
SELL
|
- |
-6.05K- 20.1% |
$490K - $502K
|
24K
$1.97M
|
|
|
Oct 27, 2022
Q3 2022
|
Founders Financial Securities LLC
|
SELL
|
- |
-6.12K- 8.77% |
$496K - $508K
|
63.7K
$5.23M
|
|
|
Nov 08, 2022
Q3 2022
|
Efficient Advisors, LLC
|
SELL
|
- |
-6.29K- 1.73% |
$510K - $523K
|
357K
$29.3M
|
|
|
Nov 10, 2022
Q3 2022
|
Falcon Wealth Planning
|
SELL
|
- |
-6.43K- 27.44% |
$521K - $534K
|
17K
$1.39M
|
|
|
Nov 10, 2022
Q3 2022
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-6.44K- 23.98% |
$522K - $535K
|
20.4K
$1.67M
|
|
|
Oct 12, 2022
Q3 2022
|
Emerald Advisors, LLC
|
SELL
|
- |
-6.44K- 41.49% |
$522K - $535K
|
9.09K
$745K
|
|
|
Oct 26, 2022
Q3 2022
|
Ironwood Financial, LLC
|
SELL
|
- |
-6.47K- 25.7% |
$524K - $537K
|
18.7K
$1.53M
|
|
|
Nov 14, 2022
Q3 2022
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-6.58K- 7.14% |
$533K - $547K
|
85.6K
$7.02M
|
|
|
Nov 10, 2022
Q3 2022
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-6.6K- 55.07% |
$535K - $548K
|
5.38K
$442K
|
|
|
Nov 08, 2022
Q3 2022
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-6.68K- 14.34% |
$542K - $555K
|
39.9K
$3.27M
|
|
|
Oct 31, 2022
Q3 2022
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-6.82K- 60.13% |
$553K - $567K
|
4.52K
$371K
|
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-7.17K- 30.82% |
$581K - $596K
|
16.1K
$1.32M
|
|
|
Nov 03, 2022
Q3 2022
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-7.24K- 8.84% |
$587K - $601K
|
74.7K
$6.13M
|
|
|
Nov 15, 2022
Q3 2022
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-7.27K- 53.18% |
$589K - $604K
|
6.4K
$525K
|