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
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
2K+ 5.15% |
$162K - $166K
|
40.7K
$3.34M
|
|
Nov 07, 2022
Q3 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
1.83K+ 17.59% |
$148K - $152K
|
12.2K
$1M
|
|
Nov 10, 2022
Q3 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.79K+ 2.22% |
$145K - $148K
|
82.4K
$6.76M
|
|
Nov 09, 2022
Q3 2022
|
Pecaut & Co.
|
BUY
|
- |
1.77KNew |
$144K - $147K
|
1.77K
$146K
|
|
Nov 04, 2022
Q3 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
1.74K+ 43.5% |
$141K - $144K
|
5.73K
$470K
|
|
Oct 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
1.71K+ 4.26% |
$138K - $142K
|
41.8K
$3.43M
|
|
Oct 25, 2022
Q3 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
1.7K+ 3400.0% |
$138K - $141K
|
1.75K
$144K
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
1.65K+ 317.69% |
$134K - $137K
|
2.17K
$178K
|
|
Nov 14, 2022
Q3 2022
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1.6KNew |
$130K - $133K
|
1.6K
$132K
|
|
Oct 17, 2022
Q3 2022
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
1.57K+ 5.76% |
$127K - $130K
|
28.8K
$2.36M
|
|
Oct 26, 2022
Q3 2022
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
1.56K+ 13.91% |
$126K - $129K
|
12.7K
$1.04M
|
|
Nov 10, 2022
Q3 2022
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
1.55KNew |
$125K - $128K
|
1.55K
$127K
|
|
Nov 09, 2022
Q3 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.5K+ 17.12% |
$122K - $125K
|
10.3K
$842K
|
|
Oct 24, 2022
Q3 2022
|
Smith Anglin Financial, LLC
|
BUY
|
- |
1.43K+ 54.56% |
$116K - $119K
|
4.05K
$332K
|
|
Oct 11, 2022
Q3 2022
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
1.41KNew |
$114K - $117K
|
1.41K
$115K
|
|
Oct 14, 2022
Q3 2022
|
Strong Box Wealth, LLC
|
BUY
|
- |
1.41K+ 3.27% |
$114K - $117K
|
44.4K
$3.64M
|
|
Oct 07, 2022
Q3 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.4K+ 26.72% |
$113K - $116K
|
6.62K
$543K
|
|
Dec 02, 2022
Q3 2022
|
American Trust
Lexington, KY |
BUY
|
- |
1.38K+ 5.67% |
$112K - $115K
|
25.8K
$2.12M
|
|
Nov 15, 2022
Q3 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1.35K+ 230.72% |
$110K - $112K
|
1.94K
$159K
|
|
Oct 13, 2022
Q3 2022
|
Patten Group, Inc.
|
BUY
|
- |
1.35K+ 24.96% |
$109K - $112K
|
6.75K
$554K
|
|
Nov 04, 2022
Q3 2022
|
Camden National Bank
Camden, ME |
BUY
|
- |
1.32K+ 1.85% |
$107K - $110K
|
72.8K
$5.97M
|
|
Nov 09, 2022
Q3 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.29K+ 11.46% |
$104K - $107K
|
12.5K
$1.03M
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
1.26K+ 37.1% |
$102K - $105K
|
4.67K
$383K
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.26K+ 43.8% |
$102K - $105K
|
4.14K
$339K
|
|
Oct 24, 2022
Q3 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
1.26K+ 6.19% |
$102K - $104K
|
21.6K
$1.77M
|
|
Nov 09, 2022
Q3 2022
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
1.25K+ 8.38% |
$101K - $104K
|
16.2K
$1.33M
|
|
Nov 14, 2022
Q3 2022
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1.22K+ 32.74% |
$99.1K - $102K
|
4.96K
$407K
|
|
Nov 09, 2022
Q3 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1.2K+ 200.0% |
$97.2K - $99.7K
|
1.8K
$148K
|
|
Nov 07, 2022
Q3 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
1.19K+ 25.35% |
$96.4K - $98.8K
|
5.88K
$482K
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.11KNew |
$89.6K - $91.9K
|
1.11K
$90.7K
|
|
Oct 27, 2022
Q3 2022
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
1.03K+ 8.43% |
$83.6K - $85.7K
|
13.3K
$1.09M
|
|
Nov 14, 2022
Q3 2022
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
1.03K+ 0.19% |
$83.2K - $85.3K
|
551K
$45.2M
|
|
Oct 28, 2022
Q3 2022
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
1.01K+ 1.08% |
$82.2K - $84.2K
|
94.8K
$7.77M
|
|
Nov 15, 2022
Q3 2022
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
1K+ 41.67% |
$81K - $83.1K
|
3.4K
$279K
|
|
Oct 14, 2022
Q3 2022
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
978+ 4.29% |
$79.3K - $81.2K
|
23.8K
$1.95M
|
|
Nov 08, 2022
Q3 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
959+ 9.54% |
$77.7K - $79.7K
|
11K
$903K
|
|
Nov 03, 2022
Q3 2022
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
934+ 65.64% |
$75.7K - $77.6K
|
2.36K
$193K
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
915+ 62.08% |
$74.2K - $76K
|
2.39K
$196K
|
|
Nov 07, 2022
Q3 2022
|
Jnba Financial Advisors
|
BUY
|
- |
906+ 18.15% |
$73.4K - $75.3K
|
5.9K
$484K
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
888+ 14.86% |
$72K - $73.8K
|
6.86K
$563K
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
813New |
$65.9K - $67.5K
|
813
$66.7K
|
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
793+ 31.43% |
$64.3K - $65.9K
|
3.32K
$272K
|
|
Apr 24, 2023
Q3 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
778+ 7.49% |
$63K - $64.6K
|
11.2K
$916K
|
|
Nov 01, 2022
Q3 2022
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
777+ 9.69% |
$63K - $64.5K
|
8.79K
$721K
|
|
Nov 10, 2022
Q3 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
715+ 0.4% |
$57.9K - $59.4K
|
181K
$14.9M
|
|
Nov 10, 2022
Q3 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
712+ 3.02% |
$57.7K - $59.1K
|
24.3K
$1.99M
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
693New |
$56.2K - $57.6K
|
693
$56.8K
|
|
Oct 27, 2022
Q3 2022
|
Appleton Partners Inc
|
BUY
|
- |
684+ 27.88% |
$55.4K - $56.8K
|
3.14K
$257K
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
680+ 686.87% |
$55.1K - $56.5K
|
779
$63.9K
|
|
Oct 26, 2022
Q3 2022
|
Autumn Glory Partners, LLC
|
BUY
|
- |
665+ 23.63% |
$53.9K - $55.2K
|
3.48K
$285K
|