Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Mar 03, 2023
Q4 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
486+ 0.21% |
$39.2K - $39.6K
|
230K
$18.9M
|
|
|
Jan 20, 2023
Q4 2022
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
484+ 7.34% |
$39K - $39.5K
|
7.08K
$581K
|
|
|
Feb 09, 2023
Q4 2022
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
484+ 2.31% |
$39K - $39.5K
|
21.5K
$1.76M
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
481+ 40.28% |
$38.8K - $39.2K
|
1.68K
$137K
|
|
|
Feb 14, 2023
Q4 2022
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
480+ 7.83% |
$38.7K - $39.1K
|
6.61K
$542K
|
|
|
Jan 25, 2023
Q4 2022
|
Cadinha & CO LLC
|
BUY
|
- |
464+ 7.33% |
$37.4K - $37.8K
|
6.79K
$557K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
450New |
$36.3K - $36.7K
|
450
$36.9K
|
|
|
Feb 08, 2023
Q4 2022
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
444New |
$35.8K - $36.2K
|
444
$36.4K
|
|
|
Feb 10, 2023
Q4 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
416+ 2.57% |
$33.5K - $33.9K
|
16.6K
$1.36M
|
|
|
Feb 14, 2023
Q4 2022
|
Daniel Loeb
Third Point LLC | New York, Ny
|
BUY
|
- |
412+ 0.68% |
$33.2K - $33.6K
|
60.8K
$4.98M
|
|
|
Jan 13, 2023
Q4 2022
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
411+ 1.73% |
$33.1K - $33.5K
|
24.2K
$1.98M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
402+ 0.48% |
$32.4K - $32.8K
|
83.4K
$6.84M
|
|
|
Jan 31, 2023
Q4 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
400+ 3.44% |
$32.2K - $32.6K
|
12K
$986K
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
398+ 3.17% |
$32.1K - $32.4K
|
12.9K
$1.06M
|
|
|
Feb 01, 2023
Q4 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
393+ 6.35% |
$31.7K - $32K
|
6.59K
$540K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
374New |
$30.1K - $30.5K
|
374
$30.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
369+ 4.58% |
$29.7K - $30.1K
|
8.43K
$691K
|
|
|
Feb 08, 2023
Q4 2022
|
L.M. Kohn & Company
|
BUY
|
- |
366+ 5.14% |
$29.5K - $29.8K
|
7.49K
$614K
|
|
|
Jan 10, 2023
Q4 2022
|
Bank Of New Hampshire
|
BUY
|
- |
358+ 24.4% |
$28.9K - $29.2K
|
1.83K
$150K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
344+ 0.73% |
$27.7K - $28K
|
47.6K
$3.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Souders Financial Advisors
|
BUY
|
- |
340+ 3.86% |
$27.4K - $27.7K
|
9.15K
$751K
|
|
|
Feb 23, 2023
Q4 2022
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
333+ 8.85% |
$26.8K - $27.1K
|
4.1K
$336K
|
|
|
Feb 13, 2023
Q4 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
321+ 6.12% |
$25.9K - $26.2K
|
5.57K
$457K
|
|
|
Jan 27, 2023
Q4 2022
|
West Branch Capital LLC
|
BUY
|
- |
301New |
$24.3K - $24.5K
|
301
$24.7K
|
|
|
Jan 09, 2023
Q4 2022
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
300+ 3.05% |
$24.2K - $24.5K
|
10.1K
$832K
|
|
|
Feb 10, 2023
Q4 2022
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
285+ 4.76% |
$23K - $23.2K
|
6.27K
$514K
|
|
|
Jan 24, 2023
Q4 2022
|
Centerpoint Advisors, LLC
|
BUY
|
- |
281+ 62.44% |
$22.6K - $22.9K
|
731
$60K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
270New |
$21.8K - $22K
|
270
$22.1K
|
|
|
Feb 15, 2023
Q4 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
262New |
$21.1K - $21.4K
|
262
$21.5K
|
|
|
Feb 02, 2023
Q4 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
246+ 13.67% |
$19.8K - $20.1K
|
2.05K
$168K
|
|
|
Feb 01, 2023
Q4 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
241+ 5.32% |
$19.4K - $19.6K
|
4.77K
$391K
|
|
|
Jan 20, 2023
Q4 2022
|
Falcon Wealth Planning
|
BUY
|
- |
238+ 1.4% |
$19.2K - $19.4K
|
17.2K
$1.41M
|
|
|
Feb 10, 2023
Q4 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
233+ 4.3% |
$18.8K - $19K
|
5.66K
$464K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
202New |
$16.3K - $16.5K
|
202
$16.6K
|
|
|
Feb 09, 2023
Q4 2022
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
199+ 4.01% |
$16K - $16.2K
|
5.16K
$423K
|
|
|
Jan 25, 2023
Q4 2022
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
197+ 1.35% |
$15.9K - $16.1K
|
14.8K
$1.22M
|
|
|
Feb 14, 2023
Q4 2022
|
Pacific Financial Group Inc
|
BUY
|
- |
187+ 0.73% |
$15.1K - $15.2K
|
25.8K
$2.12M
|
|
|
Jan 17, 2023
Q4 2022
|
First Premier Bank
|
BUY
|
- |
185New |
$14.9K - $15.1K
|
185
$15.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
166+ 4.61% |
$13.4K - $13.5K
|
3.76K
$309K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
165+ 2.95% |
$13.3K - $13.5K
|
5.75K
$472K
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
165New |
$13.3K - $13.5K
|
165
$13.5K
|
|
|
Jan 27, 2023
Q4 2022
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
161+ 0.31% |
$13K - $13.1K
|
51.6K
$4.23M
|
|
|
Jan 24, 2023
Q4 2022
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
156New |
$12.6K - $12.7K
|
156
$12.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
156New |
$12.6K - $12.7K
|
156
$12.8K
|
|
|
Jan 18, 2023
Q4 2022
|
Webster Bank, N. A.
|
BUY
|
- |
150+ 12.74% |
$12.1K - $12.2K
|
1.33K
$109K
|
|
|
Jul 28, 2023
Q4 2022
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
148+ 3.02% |
$11.9K - $12.1K
|
5.05K
$414K
|
|
|
Feb 14, 2023
Q4 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
139+ 1.14% |
$11.2K - $11.3K
|
12.4K
$1.02M
|
|
|
Jan 31, 2023
Q4 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
136+ 2.8% |
$11K - $11.1K
|
4.99K
$410K
|
|
|
Feb 07, 2023
Q4 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
135New |
$10.9K - $11K
|
135
$11.1K
|
|
|
Jan 31, 2023
Q4 2022
|
Triumph Capital Management
|
BUY
|
- |
133+ 5.21% |
$10.7K - $10.8K
|
2.68K
$220K
|