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 20, 2022
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.45K+ 56.54% |
$280K - $287K
|
9.55K
$784K
|
|
Nov 07, 2022
Q3 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
3.45K+ 37.07% |
$279K - $286K
|
12.7K
$1.05M
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
3.44K+ 89.76% |
$278K - $285K
|
7.26K
$596K
|
|
Nov 14, 2022
Q3 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.43K+ 4.93% |
$278K - $285K
|
73K
$5.99M
|
|
Oct 12, 2022
Q3 2022
|
Btr Capital Management Inc
|
BUY
|
- |
3.37KNew |
$273K - $280K
|
3.37K
$276K
|
|
Nov 14, 2022
Q3 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
3.33K+ 131.78% |
$270K - $277K
|
5.86K
$481K
|
|
Jan 04, 2023
Q3 2022
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
3.29KNew |
$267K - $274K
|
3.29K
$270K
|
|
Nov 07, 2022
Q3 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
3.29K+ 3.07% |
$267K - $273K
|
110K
$9.06M
|
|
Nov 02, 2022
Q3 2022
|
Auxano Advisors, LLC
|
BUY
|
- |
3.29K+ 4.16% |
$267K - $273K
|
82.3K
$6.75M
|
|
Nov 14, 2022
Q3 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
3.22K+ 28.57% |
$261K - $268K
|
14.5K
$1.19M
|
|
Oct 13, 2022
Q3 2022
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
3.18K+ 3.72% |
$258K - $264K
|
88.6K
$7.27M
|
|
Oct 14, 2022
Q3 2022
|
De Dora Capital, Inc.
|
BUY
|
- |
3.17K+ 37.9% |
$257K - $264K
|
11.5K
$947K
|
|
Oct 27, 2022
Q3 2022
|
Wc Walker & Associates, Inc.
|
BUY
|
- |
3.13K+ 63.34% |
$254K - $260K
|
8.08K
$663K
|
|
Nov 07, 2022
Q3 2022
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
3.12KNew |
$253K - $259K
|
3.12K
$256K
|
|
Oct 27, 2022
Q3 2022
|
Keybank National Association
|
BUY
|
- |
3.1K+ 0.59% |
$251K - $257K
|
529K
$43.4M
|
|
Oct 17, 2022
Q3 2022
|
One Advisory Partners, LLC
|
BUY
|
- |
3.07KNew |
$248K - $255K
|
3.07K
$251K
|
|
Nov 21, 2022
Q3 2022
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
3.06K+ 15.45% |
$248K - $254K
|
22.9K
$1.88M
|
|
Nov 14, 2022
Q3 2022
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
3.01KNew |
$244K - $250K
|
3.01K
$247K
|
|
Nov 03, 2022
Q3 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
3K+ 11.11% |
$243K - $249K
|
30K
$2.46M
|
|
Nov 08, 2022
Q3 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
3KNew |
$243K - $249K
|
3K
$246K
|
|
Nov 14, 2022
Q3 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.95K+ 9.53% |
$239K - $245K
|
33.9K
$2.78M
|
|
Nov 14, 2022
Q3 2022
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
2.92K+ 62.58% |
$236K - $242K
|
7.58K
$622K
|
|
Nov 04, 2022
Q3 2022
|
Blue Fin Capital, Inc.
|
BUY
|
- |
2.89K+ 108.36% |
$234K - $240K
|
5.56K
$456K
|
|
Oct 31, 2022
Q3 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
2.87KNew |
$233K - $239K
|
2.87K
$236K
|
|
Oct 11, 2022
Q3 2022
|
Telemus Capital, LLC
|
BUY
|
- |
2.86K+ 3.45% |
$232K - $237K
|
85.7K
$7.03M
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.83K+ 13.34% |
$230K - $235K
|
24.1K
$1.98M
|
|
Nov 14, 2022
Q3 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.75K+ 234.42% |
$222K - $228K
|
3.92K
$321K
|
|
Nov 23, 2022
Q3 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
2.74KNew |
$222K - $227K
|
2.74K
$224K
|
|
Oct 31, 2022
Q3 2022
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
2.73KNew |
$221K - $227K
|
2.73K
$224K
|
|
Nov 09, 2022
Q3 2022
|
Brighton Jones LLC
|
BUY
|
- |
2.66KNew |
$215K - $221K
|
2.66K
$218K
|
|
Oct 13, 2022
Q3 2022
|
A. D. Beadell Investment Counsel, Inc.
|
BUY
|
- |
2.58KNew |
$209K - $214K
|
2.58K
$212K
|
|
Nov 14, 2022
Q3 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
2.56KNew |
$207K - $212K
|
2.56K
$210K
|
|
Nov 09, 2022
Q3 2022
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
2.53KNew |
$205K - $210K
|
2.53K
$208K
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
2.53KNew |
$205K - $210K
|
2.53K
$208K
|
|
Oct 21, 2022
Q3 2022
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
2.53K+ 21.64% |
$205K - $210K
|
14.2K
$1.16M
|
|
Nov 02, 2022
Q3 2022
|
Greenspring Advisors, LLC
|
BUY
|
- |
2.51K+ 42.86% |
$204K - $209K
|
8.38K
$687K
|
|
Nov 14, 2022
Q3 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
2.5K+ 29.32% |
$202K - $207K
|
11K
$903K
|
|
Nov 07, 2022
Q3 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
2.49KNew |
$202K - $207K
|
2.49K
$204K
|
|
Oct 17, 2022
Q3 2022
|
J2 Capital Management Inc
|
BUY
|
- |
2.46K+ 5.65% |
$199K - $204K
|
45.9K
$3.77M
|
|
Oct 26, 2022
Q3 2022
|
Windward Private Wealth Management Inc.
|
BUY
|
- |
2.45K+ 28.76% |
$199K - $204K
|
11K
$901K
|
|
Oct 20, 2022
Q3 2022
|
Vigilare Wealth Management
|
BUY
|
- |
2.44K+ 68.23% |
$198K - $203K
|
6.01K
$493K
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
2.35K+ 11.36% |
$191K - $195K
|
23.1K
$1.89M
|
|
Nov 10, 2022
Q3 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
2.33K+ 28.41% |
$189K - $194K
|
10.5K
$865K
|
|
Nov 08, 2022
Q3 2022
|
Bank Hapoalim Bm
|
BUY
|
- |
2.31K+ 37.09% |
$187K - $192K
|
8.53K
$699K
|
|
Nov 09, 2022
Q3 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
2.2K+ 1.34% |
$179K - $183K
|
166K
$13.6M
|
|
Nov 14, 2022
Q3 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
2.13K+ 5.22% |
$173K - $177K
|
42.9K
$3.52M
|
|
Oct 27, 2022
Q3 2022
|
Northwest Wealth Management, LLC
|
BUY
|
- |
2.1K+ 5.83% |
$170K - $174K
|
38.1K
$3.12M
|
|
Nov 07, 2022
Q3 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
2.07K+ 50.18% |
$168K - $172K
|
6.19K
$508K
|
|
Mar 14, 2023
Q3 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
2.07K+ 50.16% |
$168K - $172K
|
6.19K
$508K
|
|
Nov 14, 2022
Q3 2022
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
2K+ 52.22% |
$162K - $166K
|
5.84K
$479K
|