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 11, 2022
Q3 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
5.76KNew |
$467K - $478K
|
5.76K
$472K
|
|
Oct 21, 2022
Q3 2022
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
5.74KNew |
$465K - $477K
|
5.74K
$471K
|
|
Nov 04, 2022
Q3 2022
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
5.67KNew |
$460K - $471K
|
5.67K
$465K
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
5.59K+ 214.21% |
$453K - $465K
|
8.2K
$673K
|
|
Oct 20, 2022
Q3 2022
|
Traynor Capital Management, Inc.
|
BUY
|
- |
5.56KNew |
$451K - $462K
|
5.56K
$456K
|
|
Dec 12, 2022
Q3 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
5.49KNew |
$445K - $456K
|
5.49K
$450K
|
|
Oct 25, 2022
Q3 2022
|
First United Bank & Trust
|
BUY
|
- |
5.48KNew |
$444K - $455K
|
5.48K
$450K
|
|
Oct 12, 2022
Q3 2022
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
5.36K+ 4.75% |
$434K - $445K
|
118K
$9.7M
|
|
Nov 04, 2022
Q3 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
5.26KNew |
$426K - $437K
|
5.26K
$431K
|
|
Oct 18, 2022
Q3 2022
|
Abacus Planning Group, Inc.
|
BUY
|
- |
5.19KNew |
$420K - $431K
|
5.19K
$425K
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
5.09K+ 3.62% |
$412K - $423K
|
145K
$11.9M
|
|
Dec 06, 2022
Q3 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
4.96K+ 8.03% |
$402K - $412K
|
66.8K
$5.48M
|
|
Oct 24, 2022
Q3 2022
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
4.89K+ 14.24% |
$396K - $406K
|
39.2K
$3.22M
|
|
Oct 17, 2022
Q3 2022
|
Burleson & Company, LLC
|
BUY
|
- |
4.86K+ 548.93% |
$394K - $404K
|
5.74K
$471K
|
|
Nov 02, 2022
Q3 2022
|
Lane Generational LLC
|
BUY
|
- |
4.84KNew |
$393K - $402K
|
4.84K
$397K
|
|
Oct 20, 2022
Q3 2022
|
Jmac Enterprises LLC
|
BUY
|
- |
4.6K+ 4.69% |
$373K - $382K
|
103K
$8.42M
|
|
Oct 11, 2022
Q3 2022
|
Davenport & CO LLC
|
BUY
|
- |
4.56K+ 37.79% |
$369K - $378K
|
16.6K
$1.36M
|
|
Nov 14, 2022
Q3 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
4.52K+ 19.03% |
$366K - $376K
|
28.3K
$2.32M
|
|
Nov 08, 2022
Q3 2022
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
4.52K+ 6.72% |
$366K - $375K
|
71.7K
$5.88M
|
|
Nov 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
4.49K+ 11818.42% |
$364K - $373K
|
4.53K
$372K
|
|
Oct 31, 2022
Q3 2022
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
4.49KNew |
$364K - $373K
|
4.49K
$368K
|
|
Dec 01, 2022
Q3 2022
|
Insight Wealth Partners, LLC
|
BUY
|
- |
4.49KNew |
$364K - $373K
|
4.49K
$368K
|
|
Oct 24, 2022
Q3 2022
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
4.45KNew |
$361K - $370K
|
4.45K
$365K
|
|
Nov 14, 2022
Q3 2022
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
4.45KNew |
$360K - $369K
|
4.45K
$365K
|
|
Oct 11, 2022
Q3 2022
|
New Capital Management LP
|
BUY
|
- |
4.45KNew |
$360K - $369K
|
4.45K
$365K
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.31K+ 28.01% |
$349K - $358K
|
19.7K
$1.61M
|
|
Nov 14, 2022
Q3 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
4.18K+ 20.67% |
$339K - $347K
|
24.4K
$2M
|
|
Nov 08, 2022
Q3 2022
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
4.15K+ 4.49% |
$336K - $344K
|
96.5K
$7.92M
|
|
Nov 04, 2022
Q3 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
4.15K+ 4.49% |
$336K - $344K
|
96.4K
$7.91M
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
4.07KNew |
$330K - $338K
|
4.07K
$334K
|
|
Nov 16, 2022
Q3 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
4.07K+ 87.21% |
$330K - $338K
|
8.74K
$717K
|
|
Nov 07, 2022
Q3 2022
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
4.02K+ 5.25% |
$325K - $334K
|
80.5K
$6.61M
|
|
Oct 11, 2022
Q3 2022
|
Fc Advisory LLC
|
BUY
|
- |
4.01KNew |
$325K - $333K
|
4.01K
$329K
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.87KNew |
$313K - $321K
|
3.87K
$317K
|
|
Oct 12, 2022
Q3 2022
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
3.82KNew |
$310K - $318K
|
3.82K
$314K
|
|
Nov 09, 2022
Q3 2022
|
Harvest Investment Services, LLC
|
BUY
|
- |
3.82KNew |
$310K - $318K
|
3.82K
$314K
|
|
Nov 14, 2022
Q3 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
3.8KNew |
$308K - $316K
|
3.8K
$312K
|
|
Nov 01, 2022
Q3 2022
|
Brickley Wealth Management
|
BUY
|
- |
3.76KNew |
$305K - $312K
|
3.76K
$308K
|
|
Oct 24, 2022
Q3 2022
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
3.74K+ 11.94% |
$303K - $311K
|
35.1K
$2.88M
|
|
Jul 10, 2024
Q3 2022
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
3.69KNew |
$299K - $306K
|
3.69K
$302K
|
|
Nov 14, 2022
Q3 2022
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
3.66K+ 83.84% |
$296K - $304K
|
8.02K
$658K
|
|
Oct 11, 2022
Q3 2022
|
Seelaus Asset Management LLC
|
BUY
|
- |
3.66K+ 145.91% |
$296K - $304K
|
6.16K
$505K
|
|
Oct 13, 2022
Q3 2022
|
Alhambra Investment Partners LLC
|
BUY
|
- |
3.63K+ 40.12% |
$294K - $302K
|
12.7K
$1.04M
|
|
Nov 09, 2022
Q3 2022
|
American Investment Services, Inc.
|
BUY
|
- |
3.61K+ 12.45% |
$292K - $300K
|
32.6K
$2.67M
|
|
Nov 03, 2022
Q3 2022
|
Cypress Capital Management LLC
Greenville, DE |
BUY
|
- |
3.6KNew |
$292K - $299K
|
3.6K
$295K
|
|
Oct 28, 2022
Q3 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
3.59K+ 216.98% |
$291K - $298K
|
5.25K
$430K
|
|
Oct 26, 2022
Q3 2022
|
Crestwood Advisors Group LLC
|
BUY
|
- |
3.56K+ 7.74% |
$288K - $295K
|
49.5K
$4.06M
|
|
Nov 14, 2022
Q3 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
3.51K+ 85.84% |
$284K - $291K
|
7.6K
$623K
|
|
Oct 04, 2022
Q3 2022
|
Weaver Consulting Group
|
BUY
|
- |
3.49K+ 37.31% |
$283K - $290K
|
12.9K
$1.05M
|
|
Oct 21, 2022
Q3 2022
|
Everett Harris & CO
|
BUY
|
- |
3.46KNew |
$280K - $287K
|
3.46K
$283K
|