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 13, 2022
Q3 2022
|
Brookstone Capital Management
|
SELL
|
- |
-78.2K- 5.86% |
$6.34M - $6.5M
|
1.26M
$103M
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-79.2K- 80.28% |
$6.42M - $6.58M
|
19.5K
$1.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-79.5K- 18.16% |
$6.44M - $6.6M
|
358K
$29.4M
|
|
|
Oct 26, 2022
Q3 2022
|
Mader & Shannon Wealth Management, Inc.
|
SELL
|
- |
-79.9K- 95.05% |
$6.48M - $6.64M
|
4.16K
$341K
|
|
|
Nov 03, 2022
Q3 2022
|
Life Pro Asset Management
|
SELL
|
- |
-80.8K- 93.43% |
$6.55M - $6.71M
|
5.69K
$467K
|
|
|
Oct 07, 2022
Q3 2022
|
Worth Asset Management, LLC
|
SELL
|
- |
-87.4K- 98.68% |
$7.08M - $7.26M
|
1.17K
$95.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-87.7K- 15.74% |
$7.11M - $7.28M
|
470K
$38.5M
|
|
|
Oct 25, 2022
Q3 2022
|
Ferguson Shapiro LLC
|
SELL
|
- |
-90K- 54.63% |
$7.29M - $7.47M
|
74.7K
$6.13M
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-92.6K- 4.2% |
$7.5M - $7.69M
|
2.11M
$173M
|
|
|
Nov 14, 2022
Q3 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-96.8K- 85.34% |
$7.85M - $8.04M
|
16.6K
$1.36M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-98.2K- 4.3% |
$7.96M - $8.16M
|
2.19M
$179M
|
|
|
Nov 14, 2022
Q3 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-105K- 77.89% |
$8.48M - $8.69M
|
29.7K
$2.44M
|
|
|
Oct 26, 2022
Q3 2022
|
Advisor Resource Council
|
SELL
|
- |
-105K- 94.16% |
$8.55M - $8.76M
|
6.54K
$537K
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-111K- 20.75% |
$8.96M - $9.19M
|
422K
$34.6M
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
SELL
|
- |
-116K- 1.83% |
$9.44M - $9.67M
|
6.26M
$513M
|
|
|
Nov 14, 2022
Q3 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-117K- 7.45% |
$9.48M - $9.71M
|
1.45M
$119M
|
|
|
Nov 14, 2022
Q3 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-126K- 84.54% |
$10.2M - $10.4M
|
23K
$1.89M
|
|
|
Nov 15, 2022
Q3 2022
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-128K- 97.53% |
$10.4M - $10.7M
|
3.26K
$267K
|
|
|
Nov 02, 2022
Q3 2022
|
Stephens Inc
|
SELL
|
- |
-130K- 10.23% |
$10.5M - $10.8M
|
1.14M
$93.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-131K- 27.51% |
$10.6M - $10.9M
|
344K
$28.2M
|
|
|
Feb 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-139K- 41.09% |
$11.2M - $11.5M
|
199K
$16.3M
|
|
|
Nov 08, 2022
Q3 2022
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-140K- 78.87% |
$11.3M - $11.6M
|
37.4K
$3.07M
|
|
|
Oct 27, 2022
Q3 2022
|
4 J Wealth Management LLC
|
SELL
|
- |
-140K- 79.41% |
$11.4M - $11.7M
|
36.4K
$2.99M
|
|
|
Nov 09, 2022
Q3 2022
|
Sbb Research Group LLC
|
SELL
|
- |
-156K- 98.06% |
$12.6M - $12.9M
|
3.08K
$252K
|
|
|
Feb 06, 2023
Q3 2022
|
Private Management Group Inc
|
SELL
|
- |
-156K- 94.51% |
$12.6M - $13M
|
9.06K
$744K
|
|
|
Feb 06, 2023
Q3 2022
|
Private Management Group Inc
|
SELL
|
- |
-156K- 94.51% |
$12.6M - $13M
|
9.06K
$744K
|
|
|
Nov 10, 2022
Q3 2022
|
Edgehill Endowment Partners, LLC
|
SELL
|
- |
-156K- 13.79% |
$12.7M - $13M
|
978K
$80.2M
|
|
|
Oct 13, 2022
Q3 2022
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-169KClosed |
$13.7M - $14M
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-185K- 40.02% |
$15M - $15.4M
|
278K
$22.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-188K- 34.82% |
$15.2M - $15.6M
|
352K
$28.9M
|
|
|
Nov 01, 2022
Q3 2022
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-192K- 97.85% |
$15.6M - $15.9M
|
4.22K
$346K
|
|
|
Nov 10, 2022
Q3 2022
|
Townsquare Capital LLC
|
SELL
|
- |
-235K- 21.8% |
$19.1M - $19.6M
|
845K
$69.3M
|
|
|
Nov 04, 2022
Q3 2022
|
Estate Counselors, LLC
|
SELL
|
- |
-245K- 62.2% |
$19.8M - $20.3M
|
149K
$12.2M
|
|
|
Oct 14, 2022
Q3 2022
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-254K- 86.19% |
$20.6M - $21.1M
|
40.7K
$3.34M
|
|
|
Oct 27, 2022
Q3 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-293K- 29.69% |
$23.7M - $24.3M
|
694K
$56.9M
|
|
|
Oct 20, 2022
Q3 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-301K- 83.04% |
$24.4M - $25M
|
61.4K
$5.04M
|
|
|
Nov 10, 2022
Q3 2022
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-330K- 7.78% |
$26.7M - $27.4M
|
3.91M
$321M
|
|
|
Nov 10, 2022
Q3 2022
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-338K- 32.36% |
$27.4M - $28.1M
|
707K
$58M
|
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-341K- 42.15% |
$27.6M - $28.3M
|
468K
$38.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-627K- 7.58% |
$50.8M - $52.1M
|
7.65M
$628M
|
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-632K- 48.77% |
$51.2M - $52.5M
|
664K
$54.4M
|
|
|
Nov 10, 2022
Q3 2022
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-743K- 58.66% |
$60.2M - $61.7M
|
523K
$42.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-939K- 68.86% |
$76.1M - $78M
|
425K
$34.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-939K- 68.86% |
$76.1M - $78M
|
425K
$34.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.42M- 8.71% |
$115M - $118M
|
14.9M
$1.22B
|
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
SELL
|
- |
-2.59M- 17.37% |
$209M - $215M
|
12.3M
$1.01B
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-4.06M- 19.15% |
$329M - $337M
|
17.1M
$1.41B
|