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 09, 2022
Q3 2022
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
180KNew |
$14.6M - $15M
|
180K
$14.8M
|
|
|
Oct 12, 2022
Q3 2022
|
Atwood & Palmer Inc
|
BUY
|
- |
180KNew |
$14.6M - $15M
|
180K
$14.8M
|
|
|
Oct 20, 2022
Q3 2022
|
Acute Investment Advisory, LLC
Mesa, AZ |
BUY
|
- |
177KNew |
$14.3M - $14.7M
|
177K
$14.5M
|
|
|
Nov 02, 2022
Q3 2022
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
172K+ 1326.56% |
$13.9M - $14.3M
|
185K
$15.2M
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
162KNew |
$13.1M - $13.5M
|
162K
$13.3M
|
|
|
Oct 12, 2022
Q3 2022
|
Client First Capital LLC
|
BUY
|
- |
149K+ 75.83% |
$12.1M - $12.4M
|
346K
$28.4M
|
|
|
Oct 11, 2022
Q3 2022
|
Fulcrum Equity Management
|
BUY
|
- |
145KNew |
$11.8M - $12.1M
|
145K
$11.9M
|
|
|
Oct 11, 2022
Q3 2022
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
144K+ 117.8% |
$11.7M - $12M
|
266K
$21.8M
|
|
|
Oct 20, 2022
Q3 2022
|
4 J Wealth Management LLC
|
BUY
|
- |
137K+ 344.34% |
$11.1M - $11.4M
|
177K
$14.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
136K+ 342.49% |
$11M - $11.3M
|
176K
$14.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
135KNew |
$10.9M - $11.2M
|
135K
$11.1M
|
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
BUY
|
- |
134K+ 25.01% |
$10.8M - $11.1M
|
669K
$54.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
BUY
|
- |
128K+ 3946.7% |
$10.4M - $10.7M
|
132K
$10.8M
|
|
|
Oct 17, 2022
Q3 2022
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
123K+ 852.76% |
$9.96M - $10.2M
|
137K
$11.3M
|
|
|
Nov 10, 2022
Q3 2022
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
119K+ 2517.58% |
$9.62M - $9.86M
|
123K
$10.1M
|
|
|
Apr 19, 2024
Q3 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
117K+ 171.06% |
$9.5M - $9.73M
|
186K
$15.2M
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
117K+ 19.87% |
$9.48M - $9.71M
|
705K
$57.9M
|
|
|
Nov 08, 2022
Q3 2022
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
112K+ 248.87% |
$9.09M - $9.32M
|
157K
$12.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Old Mission Capital LLC
|
BUY
|
- |
109KNew |
$8.85M - $9.07M
|
109K
$8.96M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
108K+ 308.43% |
$8.76M - $8.98M
|
143K
$11.7M
|
|
|
Nov 09, 2022
Q3 2022
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
98.9KNew |
$8.02M - $8.22M
|
98.9K
$8.11M
|
|
|
Nov 14, 2022
Q3 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
96.9K+ 134.4% |
$7.86M - $8.05M
|
169K
$13.9M
|
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
95.7K+ 208.5% |
$7.75M - $7.95M
|
142K
$11.6M
|
|
|
Nov 08, 2022
Q3 2022
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
90.6KNew |
$7.34M - $7.53M
|
90.6K
$7.43M
|
|
|
Nov 15, 2022
Q3 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
90.1KNew |
$7.3M - $7.48M
|
90.1K
$7.39M
|
|
|
Nov 14, 2022
Q3 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
87.6KNew |
$7.1M - $7.27M
|
87.6K
$7.18M
|
|
|
Nov 15, 2022
Q3 2022
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
85.3K+ 281.82% |
$6.91M - $7.09M
|
116K
$9.48M
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
85.3K+ 92.95% |
$6.91M - $7.08M
|
177K
$14.5M
|
|
|
Nov 09, 2022
Q3 2022
|
Anchor Capital Advisors LLC
|
BUY
|
- |
85.1KNew |
$6.9M - $7.07M
|
85.1K
$6.98M
|
|
|
Nov 09, 2022
Q3 2022
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
80.7KNew |
$6.54M - $6.71M
|
80.7K
$6.62M
|
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
80.2KNew |
$6.5M - $6.66M
|
80.2K
$6.58M
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
75.9K+ 40.96% |
$6.15M - $6.3M
|
261K
$21.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
75.7K+ 10.93% |
$6.14M - $6.29M
|
769K
$63.1M
|
|
|
Oct 27, 2022
Q3 2022
|
Slow Capital, Inc.
|
BUY
|
- |
73KNew |
$5.92M - $6.06M
|
73K
$5.99M
|
|
|
Nov 14, 2022
Q3 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
71.9K+ 7.94% |
$5.82M - $5.97M
|
977K
$80.1M
|
|
|
Nov 16, 2022
Q3 2022
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
70.8KNew |
$5.74M - $5.88M
|
70.8K
$5.81M
|
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
70.4K+ 36.28% |
$5.7M - $5.84M
|
264K
$21.7M
|
|
|
Oct 26, 2022
Q3 2022
|
Atlas Private Wealth Management
|
BUY
|
- |
69.4K+ 2746.18% |
$5.62M - $5.76M
|
71.9K
$5.9M
|
|
|
Nov 08, 2022
Q3 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
67.3K+ 254.2% |
$5.45M - $5.59M
|
93.7K
$7.69M
|
|
|
Nov 14, 2022
Q3 2022
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
67.2K+ 20.46% |
$5.45M - $5.59M
|
396K
$32.5M
|
|
|
Nov 17, 2022
Q3 2022
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
66KNew |
$5.35M - $5.48M
|
66K
$5.41M
|
|
|
Oct 07, 2022
Q3 2022
|
Coho Partners, Ltd.
|
BUY
|
- |
65.7K+ 1030.24% |
$5.32M - $5.46M
|
72.1K
$5.91M
|
|
|
Oct 21, 2022
Q3 2022
|
G&S Capital LLC
|
BUY
|
- |
64.9K+ 52.87% |
$5.26M - $5.39M
|
188K
$15.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
63.6K+ 1411.3% |
$5.15M - $5.28M
|
68.1K
$5.59M
|
|
|
Nov 01, 2022
Q3 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
63.3K+ 29.81% |
$5.13M - $5.26M
|
276K
$22.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Jackson Wealth Management, LLC
|
BUY
|
- |
63.1K+ 98.6% |
$5.12M - $5.24M
|
127K
$10.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
62K+ 1029.93% |
$5.02M - $5.15M
|
68K
$5.58M
|
|
|
Nov 10, 2022
Q3 2022
|
Dakota Wealth Management
|
BUY
|
- |
61.5K+ 88.63% |
$4.99M - $5.11M
|
131K
$10.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
61.4K+ 115.92% |
$4.98M - $5.1M
|
114K
$9.38M
|
|
|
Nov 09, 2022
Q3 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
60.8K+ 113.8% |
$4.93M - $5.05M
|
114K
$9.37M
|