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 19, 2022
Q3 2022
|
L.M. Kohn & Company
|
SELL
|
- |
-7.35K- 50.8% |
$596K - $611K
|
7.12K
$584K
|
|
|
Oct 25, 2022
Q3 2022
|
Family Capital Trust CO
|
SELL
|
- |
-7.43K- 97.73% |
$602K - $617K
|
173
$14.2K
|
|
|
Oct 25, 2022
Q3 2022
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-7.47K- 15.23% |
$606K - $621K
|
41.6K
$3.41M
|
|
|
Oct 26, 2022
Q3 2022
|
Hancock Whitney Corp
|
SELL
|
- |
-7.49K- 22.72% |
$607K - $622K
|
25.5K
$2.09M
|
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-7.74K- 16.19% |
$627K - $642K
|
40.1K
$3.29M
|
|
|
Nov 16, 2022
Q3 2022
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-7.83K- 3.84% |
$635K - $651K
|
196K
$16.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-7.88K- 5.63% |
$639K - $655K
|
132K
$10.8M
|
|
|
Oct 25, 2022
Q3 2022
|
Montis Financial, LLC
|
SELL
|
- |
-8.38K- 39.84% |
$679K - $696K
|
12.6K
$1.04M
|
|
|
Oct 17, 2022
Q3 2022
|
Bridge Advisory, LLC
|
SELL
|
- |
-8.5K- 10.52% |
$689K - $706K
|
72.3K
$5.93M
|
|
|
Oct 31, 2022
Q3 2022
|
Prairie View Partners, LLC
|
SELL
|
- |
-8.54K- 78.06% |
$692K - $709K
|
2.4K
$197K
|
|
|
Oct 23, 2023
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-8.93K- 81.57% |
$724K - $742K
|
2.02K
$166K
|
|
|
Nov 14, 2022
Q3 2022
|
Truepoint, Inc.
|
SELL
|
- |
-9.4K- 28.24% |
$762K - $781K
|
23.9K
$1.96M
|
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-9.43K- 3.48% |
$764K - $784K
|
262K
$21.5M
|
|
|
Oct 12, 2023
Q3 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-9.53K- 77.04% |
$772K - $792K
|
2.84K
$233K
|
|
|
Oct 24, 2022
Q3 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-9.73K- 26.51% |
$789K - $808K
|
27K
$2.21M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-9.83K- 6.0% |
$797K - $817K
|
154K
$12.6M
|
|
|
Oct 24, 2022
Q3 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-10K- 16.62% |
$810K - $831K
|
50.2K
$4.12M
|
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-10.1K- 34.67% |
$815K - $835K
|
18.9K
$1.55M
|
|
|
Nov 14, 2022
Q3 2022
|
Daniel Loeb
Third Point LLC | New York, Ny
|
SELL
|
- |
-10.3K- 14.59% |
$835K - $856K
|
60.3K
$4.95M
|
|
|
Nov 10, 2022
Q3 2022
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-10.6K- 1.06% |
$859K - $880K
|
991K
$81.3M
|
|
|
Oct 17, 2022
Q3 2022
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-10.6K- 8.24% |
$863K - $884K
|
119K
$9.72M
|
|
|
Aug 11, 2023
Q3 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-11K- 35.61% |
$891K - $913K
|
19.9K
$1.63M
|
|
|
Nov 03, 2022
Q3 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-11K- 35.61% |
$891K - $913K
|
19.9K
$1.63M
|
|
|
Nov 10, 2022
Q3 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-11.2K- 37.04% |
$910K - $933K
|
19.1K
$1.57M
|
|
|
Oct 06, 2022
Q3 2022
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-11.6K- 14.05% |
$942K - $965K
|
71.1K
$5.83M
|
|
|
Nov 09, 2022
Q3 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-12.1K- 15.76% |
$981K - $1.01M
|
64.7K
$5.31M
|
|
|
Nov 07, 2022
Q3 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-12.4K- 40.52% |
$1M - $1.03M
|
18.2K
$1.49M
|
|
|
Oct 18, 2022
Q3 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-12.8K- 12.06% |
$1.04M - $1.06M
|
93.3K
$7.65M
|
|
|
Oct 12, 2022
Q3 2022
|
Summit Financial Group, Inc.
|
SELL
|
- |
-12.8K- 23.15% |
$1.04M - $1.06M
|
42.5K
$3.49M
|
|
|
Nov 14, 2022
Q3 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-13K- 81.31% |
$1.05M - $1.08M
|
2.99K
$245K
|
|
|
Nov 14, 2022
Q3 2022
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-13.2K- 21.55% |
$1.07M - $1.1M
|
48.2K
$3.95M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-13.6K- 16.31% |
$1.1M - $1.13M
|
69.8K
$5.72M
|
|
|
Oct 19, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-14.4K- 84.08% |
$1.17M - $1.2M
|
2.72K
$223K
|
|
|
Nov 07, 2022
Q3 2022
|
Members Trust CO
|
SELL
|
- |
-14.8K- 0.89% |
$1.2M - $1.23M
|
1.66M
$136M
|
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-15.5K- 56.99% |
$1.25M - $1.29M
|
11.7K
$958K
|
|
|
Oct 27, 2022
Q3 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-15.9K- 17.27% |
$1.29M - $1.32M
|
76.2K
$6.25M
|
|
|
Oct 12, 2022
Q3 2022
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-16K- 6.95% |
$1.3M - $1.33M
|
215K
$17.6M
|
|
|
Nov 01, 2022
Q3 2022
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-16.1K- 99.98% |
$1.3M - $1.33M
|
4
$328
|
|
|
Nov 07, 2022
Q3 2022
|
Ntv Asset Management LLC
|
SELL
|
- |
-16.6K- 15.15% |
$1.34M - $1.38M
|
92.8K
$7.62M
|
|
|
Nov 14, 2022
Q3 2022
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-16.9K- 3.75% |
$1.37M - $1.41M
|
435K
$35.7M
|
|
|
Nov 04, 2022
Q3 2022
|
Vontobel Holding Ltd.
|
SELL
|
- |
-17K- 73.21% |
$1.38M - $1.41M
|
6.21K
$509K
|
|
|
Nov 01, 2022
Q3 2022
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-17K- 21.88% |
$1.38M - $1.41M
|
60.7K
$4.98M
|
|
|
Oct 03, 2022
Q3 2022
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-17.4K- 7.71% |
$1.41M - $1.45M
|
209K
$17.1M
|
|
|
Nov 10, 2022
Q3 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-18.5K- 7.73% |
$1.5M - $1.54M
|
221K
$18.1M
|
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-18.9K- 13.94% |
$1.53M - $1.57M
|
117K
$9.59M
|
|
|
Nov 14, 2022
Q3 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-19.5K- 6.3% |
$1.58M - $1.62M
|
289K
$23.7M
|
|
|
Nov 09, 2022
Q3 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-19.9K- 27.44% |
$1.61M - $1.65M
|
52.6K
$4.32M
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-20.9K- 23.13% |
$1.69M - $1.74M
|
69.5K
$5.7M
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-21.4K- 24.07% |
$1.73M - $1.78M
|
67.4K
$5.53M
|
|
|
Nov 10, 2022
Q3 2022
|
Quent Capital, LLC
|
SELL
|
- |
-21.6K- 9.84% |
$1.75M - $1.79M
|
198K
$16.2M
|