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 07, 2022
Q3 2022
|
Monument Capital Management
|
BUY
|
- |
59.8K+ 225.62% |
$4.85M - $4.97M
|
86.3K
$7.08M
|
|
|
Oct 07, 2022
Q3 2022
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
59.7K+ 145.61% |
$4.84M - $4.96M
|
101K
$8.26M
|
|
|
Oct 13, 2022
Q3 2022
|
Raub Brock Capital Management LP
|
BUY
|
- |
57.8K+ 33.69% |
$4.68M - $4.8M
|
229K
$18.8M
|
|
|
Nov 08, 2022
Q3 2022
|
Old National Bancorp
|
BUY
|
- |
57.3KNew |
$4.64M - $4.76M
|
57.3K
$4.7M
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
57.3K+ 46.3% |
$4.64M - $4.76M
|
181K
$14.8M
|
|
|
Oct 20, 2022
Q3 2022
|
Arden Trust CO
|
BUY
|
- |
56.9KNew |
$4.61M - $4.73M
|
56.9K
$4.67M
|
|
|
Oct 13, 2022
Q3 2022
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
56.8K+ 63.81% |
$4.6M - $4.72M
|
146K
$12M
|
|
|
Sep 06, 2024
Q3 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
56.4KNew |
$4.57M - $4.68M
|
56.4K
$4.62M
|
|
|
Oct 25, 2022
Q3 2022
|
Brio Consultants, LLC
|
BUY
|
- |
53.7K+ 38.63% |
$4.35M - $4.46M
|
193K
$15.8M
|
|
|
Oct 06, 2022
Q3 2022
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
50.7K+ 7148.52% |
$4.11M - $4.21M
|
51.4K
$4.22M
|
|
|
Nov 14, 2022
Q3 2022
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
50.5KNew |
$4.09M - $4.19M
|
50.5K
$4.14M
|
|
|
Oct 18, 2022
Q3 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
49.4K+ 1.09% |
$4M - $4.1M
|
4.56M
$374M
|
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
48.6K+ 508.87% |
$3.94M - $4.04M
|
58.2K
$4.77M
|
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
48.4K+ 48.52% |
$3.92M - $4.02M
|
148K
$12.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
48K+ 5.68% |
$3.89M - $3.99M
|
893K
$73.2M
|
|
|
Dec 18, 2023
Q3 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
47.3K+ 1940.8% |
$3.84M - $3.93M
|
49.8K
$4.08M
|
|
|
Oct 25, 2022
Q3 2022
|
Rovin Capital
|
BUY
|
- |
47.3K+ 251.72% |
$3.83M - $3.92M
|
66K
$5.42M
|
|
|
Oct 13, 2022
Q3 2022
|
Pvg Asset Management Corp
Golden, CO |
BUY
|
- |
46.1KNew |
$3.74M - $3.83M
|
46.1K
$3.78M
|
|
|
Aug 16, 2024
Q3 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
45.4K+ 4.77% |
$3.68M - $3.77M
|
997K
$81.8M
|
|
|
Feb 01, 2023
Q3 2022
|
Cypress Capital, LLC
|
BUY
|
- |
44.2K+ 14.73% |
$3.58M - $3.67M
|
344K
$28.2M
|
|
|
Oct 18, 2022
Q3 2022
|
Edge Wealth Management LLC
|
BUY
|
- |
42.2K+ 10.29% |
$3.42M - $3.5M
|
452K
$37.1M
|
|
|
Oct 25, 2022
Q3 2022
|
Dock Street Asset Management Inc
|
BUY
|
- |
42K+ 118.98% |
$3.41M - $3.49M
|
77.4K
$6.35M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
41.5K+ 16.7% |
$3.37M - $3.45M
|
290K
$23.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
41.1KNew |
$3.33M - $3.41M
|
41.1K
$3.37M
|
|
|
Nov 04, 2022
Q3 2022
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
41K+ 124.89% |
$3.32M - $3.4M
|
73.8K
$6.05M
|
|
|
Nov 02, 2022
Q3 2022
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
40.8K+ 423.93% |
$3.3M - $3.39M
|
50.4K
$4.13M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
40.6K+ 9.12% |
$3.29M - $3.37M
|
486K
$39.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
40.4K+ 279.8% |
$3.27M - $3.35M
|
54.8K
$4.49M
|
|
|
Oct 24, 2022
Q3 2022
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
38.9KNew |
$3.15M - $3.23M
|
38.9K
$3.19M
|
|
|
Nov 14, 2022
Q3 2022
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
38.9K+ 8.23% |
$3.15M - $3.23M
|
511K
$41.9M
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Securities, Inc.
|
BUY
|
- |
38.8K+ 342.59% |
$3.14M - $3.22M
|
50.1K
$4.11M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
38.1K+ 25.85% |
$3.09M - $3.17M
|
186K
$15.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
36.9K+ 13.36% |
$2.99M - $3.06M
|
313K
$25.7M
|
|
|
Nov 09, 2022
Q3 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
36.3K+ 167.52% |
$2.95M - $3.02M
|
58K
$4.76M
|
|
|
Oct 28, 2022
Q3 2022
|
White Pine Investment CO
|
BUY
|
- |
36KNew |
$2.92M - $2.99M
|
36K
$2.95M
|
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
35.2K+ 829.68% |
$2.85M - $2.93M
|
39.5K
$3.24M
|
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
35.2K+ 31.65% |
$2.85M - $2.92M
|
146K
$12M
|
|
|
Nov 10, 2022
Q3 2022
|
Tkg Advisors, LLC
|
BUY
|
- |
34.2K+ 41.82% |
$2.77M - $2.84M
|
116K
$9.51M
|
|
|
Nov 14, 2022
Q3 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
33.9K+ 24.28% |
$2.75M - $2.81M
|
173K
$14.2M
|
|
|
Nov 09, 2022
Q3 2022
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
32.8K+ 24.4% |
$2.66M - $2.73M
|
167K
$13.7M
|
|
|
Nov 15, 2022
Q3 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
32.7K+ 37.98% |
$2.65M - $2.71M
|
119K
$9.74M
|
|
|
Nov 07, 2022
Q3 2022
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
32.5KNew |
$2.63M - $2.7M
|
32.5K
$2.66M
|
|
|
Nov 14, 2022
Q3 2022
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
32.3K+ 87.83% |
$2.62M - $2.68M
|
69.1K
$5.67M
|
|
|
Nov 23, 2022
Q3 2022
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
32.1K+ 9.48% |
$2.6M - $2.67M
|
371K
$30.4M
|
|
|
Nov 03, 2022
Q3 2022
|
Amg National Trust Bank
|
BUY
|
- |
32.1K+ 130.82% |
$2.6M - $2.66M
|
56.6K
$4.64M
|
|
|
Nov 14, 2022
Q3 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
31.5K+ 98.0% |
$2.55M - $2.62M
|
63.7K
$5.22M
|
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
31.2K+ 878.41% |
$2.53M - $2.59M
|
34.8K
$2.85M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
31.1K+ 299.31% |
$2.52M - $2.58M
|
41.5K
$3.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
30.9K+ 32.38% |
$2.5M - $2.56M
|
126K
$10.4M
|
|
|
Nov 08, 2022
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
30.9K+ 35.37% |
$2.5M - $2.56M
|
118K
$9.69M
|