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 08, 2022
Q3 2022
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
11K+ 2.55% |
$892K - $914K
|
442K
$36.3M
|
|
Nov 02, 2022
Q3 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
10.7K+ 37.06% |
$867K - $888K
|
39.6K
$3.24M
|
|
Oct 05, 2022
Q3 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
10.3K+ 90.97% |
$838K - $859K
|
21.7K
$1.78M
|
|
Nov 14, 2022
Q3 2022
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
10.3K+ 10.8% |
$836K - $856K
|
106K
$8.68M
|
|
Oct 24, 2022
Q3 2022
|
Trinity Financial Advisors LLC
|
BUY
|
- |
10.1KNew |
$822K - $842K
|
10.1K
$832K
|
|
Nov 07, 2022
Q3 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
9.91K+ 4.71% |
$803K - $823K
|
220K
$18.1M
|
|
Nov 14, 2022
Q3 2022
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
9.66K+ 1.22% |
$783K - $802K
|
799K
$65.5M
|
|
Nov 14, 2022
Q3 2022
|
Fwl Investment Management, LLC
|
BUY
|
- |
9.63KNew |
$781K - $800K
|
9.63K
$790K
|
|
Oct 25, 2022
Q3 2022
|
Barber Financial Group, Inc.
|
BUY
|
- |
9.57K+ 191.61% |
$775K - $795K
|
14.6K
$1.19M
|
|
Oct 17, 2022
Q3 2022
|
3 Edge Asset Management, LP
|
BUY
|
- |
9.51KNew |
$770K - $790K
|
9.51K
$780K
|
|
Oct 19, 2022
Q3 2022
|
Mtc Wealth Management LLC
|
BUY
|
- |
9.33K+ 9.8% |
$756K - $775K
|
104K
$8.57M
|
|
Nov 14, 2022
Q3 2022
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
9.23K+ 9.28% |
$748K - $767K
|
109K
$8.92M
|
|
Nov 14, 2022
Q3 2022
|
Ascent Group, LLC
|
BUY
|
- |
9.2K+ 8.11% |
$745K - $764K
|
123K
$10.1M
|
|
Nov 14, 2022
Q3 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
9.17K+ 29.0% |
$743K - $761K
|
40.8K
$3.34M
|
|
Jan 02, 2024
Q3 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
9.12K+ 679.94% |
$739K - $757K
|
10.5K
$858K
|
|
Nov 08, 2022
Q3 2022
|
Private Management Group Inc
|
BUY
|
- |
9.06KNew |
$735K - $753K
|
9.06K
$744K
|
|
Oct 03, 2022
Q3 2022
|
Symmetry Partners, LLC
|
BUY
|
- |
8.89K+ 46.4% |
$721K - $739K
|
28.1K
$2.3M
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
8.85K+ 2.08% |
$717K - $735K
|
435K
$35.7M
|
|
Nov 10, 2022
Q3 2022
|
Souders Financial Advisors
|
BUY
|
- |
8.81KNew |
$714K - $732K
|
8.81K
$723K
|
|
Nov 09, 2022
Q3 2022
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
8.69KNew |
$705K - $722K
|
8.69K
$713K
|
|
Nov 14, 2022
Q3 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
8.52K+ 4.83% |
$690K - $708K
|
185K
$15.2M
|
|
Nov 15, 2022
Q3 2022
|
Nvwm, LLC
|
BUY
|
- |
8.37K+ 33.05% |
$678K - $695K
|
33.7K
$2.76M
|
|
Oct 21, 2022
Q3 2022
|
Patton Fund Management, Inc.
|
BUY
|
- |
8.21KNew |
$665K - $682K
|
8.21K
$673K
|
|
Nov 14, 2022
Q3 2022
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
8.2K+ 12.45% |
$665K - $681K
|
74.1K
$6.08M
|
|
Oct 20, 2022
Q3 2022
|
Northland Capital Management LLC
|
BUY
|
- |
8.18KNew |
$663K - $679K
|
8.18K
$671K
|
|
Nov 14, 2022
Q3 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
8.06KNew |
$653K - $669K
|
8.06K
$661K
|
|
Nov 03, 2022
Q3 2022
|
Gamble Jones Investment Counsel
|
BUY
|
- |
7.95K+ 6.66% |
$644K - $660K
|
127K
$10.4M
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
7.88K+ 8.35% |
$638K - $654K
|
102K
$8.39M
|
|
Nov 14, 2022
Q3 2022
|
Brown Advisory Inc
|
BUY
|
- |
7.77KNew |
$629K - $645K
|
7.77K
$637K
|
|
Nov 10, 2022
Q3 2022
|
Scotia Capital Inc.
|
BUY
|
- |
7.69K+ 4.49% |
$623K - $639K
|
179K
$14.7M
|
|
Nov 08, 2022
Q3 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
7.66K+ 29.28% |
$620K - $636K
|
33.8K
$2.77M
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
7.53K+ 0.93% |
$610K - $625K
|
821K
$67.4M
|
|
Nov 14, 2022
Q3 2022
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
7.53K+ 9.63% |
$610K - $625K
|
85.7K
$7.03M
|
|
Oct 06, 2022
Q3 2022
|
Martin Capital Partners, LLC
|
BUY
|
- |
7.41K+ 17.06% |
$600K - $615K
|
50.8K
$4.17M
|
|
Nov 07, 2022
Q3 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
7.31K+ 7.63% |
$592K - $607K
|
103K
$8.45M
|
|
Oct 06, 2022
Q3 2022
|
Krilogy Financial LLC
|
BUY
|
- |
7.22K+ 131.3% |
$585K - $600K
|
12.7K
$1.04M
|
|
Jan 25, 2023
Q3 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
7.08KNew |
$573K - $588K
|
7.08K
$580K
|
|
Oct 31, 2022
Q3 2022
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
7.03K+ 67.12% |
$569K - $583K
|
17.5K
$1.43M
|
|
Oct 11, 2022
Q3 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
7.01K+ 210.74% |
$568K - $582K
|
10.3K
$847K
|
|
Nov 14, 2022
Q3 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
6.92K+ 6.48% |
$561K - $575K
|
114K
$9.32M
|
|
Nov 08, 2022
Q3 2022
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
6.91KNew |
$560K - $574K
|
6.91K
$567K
|
|
Oct 11, 2022
Q3 2022
|
Apella Capital, LLC
|
BUY
|
- |
6.46K+ 16.86% |
$523K - $536K
|
44.8K
$3.67M
|
|
Nov 09, 2022
Q3 2022
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
6.36K+ 8.24% |
$515K - $528K
|
83.5K
$6.85M
|
|
Nov 10, 2022
Q3 2022
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
6.23K+ 2470.63% |
$505K - $517K
|
6.48K
$531K
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
6.07K+ 6.56% |
$492K - $504K
|
98.6K
$8.08M
|
|
Oct 12, 2022
Q3 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
6.06KNew |
$491K - $503K
|
6.06K
$497K
|
|
Nov 04, 2022
Q3 2022
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
5.98KNew |
$485K - $497K
|
5.98K
$491K
|
|
Oct 24, 2022
Q3 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
5.86K+ 175.95% |
$475K - $487K
|
9.19K
$754K
|
|
Nov 02, 2022
Q3 2022
|
Dubuque Bank & Trust CO
|
BUY
|
- |
5.84K+ 4.03% |
$473K - $485K
|
151K
$12.4M
|
|
Oct 28, 2022
Q3 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
5.81KNew |
$471K - $482K
|
5.81K
$476K
|