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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
125New |
$10.1K - $10.2K
|
125
$10.3K
|
|
|
Jan 26, 2023
Q4 2022
|
Signal Point Asset Management, LLC
|
BUY
|
- |
123+ 1.25% |
$9.91K - $10K
|
9.99K
$819K
|
|
|
Jan 13, 2023
Q4 2022
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
119+ 0.68% |
$9.59K - $9.7K
|
17.6K
$1.44M
|
|
|
Jan 23, 2023
Q4 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
110+ 4.07% |
$8.87K - $8.97K
|
2.81K
$231K
|
|
|
Feb 13, 2023
Q4 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
110+ 1.07% |
$8.87K - $8.97K
|
10.4K
$851K
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
103+ 151.47% |
$8.3K - $8.4K
|
171
$14K
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
102+ 0.3% |
$8.22K - $8.32K
|
33.7K
$2.76M
|
|
|
Feb 13, 2023
Q4 2022
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
99+ 18.82% |
$7.98K - $8.07K
|
625
$51.3K
|
|
|
Jan 24, 2023
Q4 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
92+ 1.6% |
$7.42K - $7.5K
|
5.83K
$478K
|
|
|
Jan 30, 2023
Q4 2022
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
80+ 0.28% |
$6.45K - $6.52K
|
28.2K
$2.32M
|
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
78New |
$6.29K - $6.36K
|
78
$6.4K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
72+ 59.02% |
$5.8K - $5.87K
|
194
$15.9K
|
|
|
Jan 19, 2023
Q4 2022
|
Abacus Planning Group, Inc.
|
BUY
|
- |
69+ 1.33% |
$5.56K - $5.62K
|
5.26K
$431K
|
|
|
Jan 23, 2023
Q4 2022
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
68+ 1.15% |
$5.48K - $5.54K
|
5.97K
$490K
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
68New |
$5.48K - $5.54K
|
68
$5.58K
|
|
|
Jan 11, 2023
Q4 2022
|
Sawyer & Company, Inc
|
BUY
|
- |
65New |
$5.24K - $5.3K
|
65
$5.33K
|
|
|
Feb 03, 2023
Q4 2022
|
Auxano Advisors, LLC
|
BUY
|
- |
56+ 0.07% |
$4.51K - $4.57K
|
82.4K
$6.76M
|
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
56+ 1.02% |
$4.51K - $4.57K
|
5.55K
$455K
|
|
|
Feb 07, 2023
Q4 2022
|
Biltmore Family Office, LLC
|
BUY
|
- |
51+ 0.06% |
$4.11K - $4.16K
|
86.8K
$7.12M
|
|
|
Jan 31, 2023
Q4 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
48New |
$3.87K - $3.91K
|
48
$3.94K
|
|
|
Jan 20, 2023
Q4 2022
|
Apeiron Ria LLC
|
BUY
|
- |
46+ 1.44% |
$3.71K - $3.75K
|
3.24K
$266K
|
|
|
Jan 26, 2023
Q4 2022
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
46+ 0.02% |
$3.71K - $3.75K
|
187K
$15.3M
|
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
BUY
|
- |
39+ 0.05% |
$3.14K - $3.18K
|
78.2K
$6.41M
|
|
|
Feb 08, 2023
Q4 2022
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
38+ 1.22% |
$3.06K - $3.1K
|
3.16K
$259K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
37New |
$2.98K - $3.02K
|
37
$3.04K
|
|
|
Feb 09, 2023
Q4 2022
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
37+ 0.65% |
$2.98K - $3.02K
|
5.71K
$468K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
33New |
$2.66K - $2.69K
|
33
$2.71K
|
|
|
Feb 14, 2023
Q4 2022
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
32+ 0.64% |
$2.58K - $2.61K
|
5.02K
$412K
|
|
|
Jan 31, 2023
Q4 2022
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
28+ 0.63% |
$2.26K - $2.28K
|
4.48K
$367K
|
|
|
Feb 14, 2023
Q4 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
26+ 0.07% |
$2.1K - $2.12K
|
38.5K
$3.16M
|
|
|
Jan 17, 2023
Q4 2022
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
22+ 0.07% |
$1.77K - $1.79K
|
33.5K
$2.75M
|
|
|
Feb 03, 2023
Q4 2022
|
Unconventional Investor, LLC
|
BUY
|
- |
20+ 0.53% |
$1.61K - $1.63K
|
3.79K
$311K
|
|
|
Jan 09, 2023
Q4 2022
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
19+ 0.24% |
$1.53K - $1.55K
|
7.91K
$649K
|
|
|
Feb 15, 2023
Q4 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
19+ 0.4% |
$1.53K - $1.55K
|
4.75K
$389K
|
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
13+ 0.7% |
$1.05K - $1.06K
|
1.86K
$153K
|
|
|
Jan 25, 2023
Q4 2022
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
12+ 0.21% |
$967 - $978
|
5.81K
$476K
|
|
|
Feb 08, 2023
Q4 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
12+ 0.19% |
$967 - $978
|
6.23K
$511K
|
|
|
Feb 01, 2023
Q4 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
11+ 100.0% |
$887 - $897
|
22
$1.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
11+ 0.38% |
$887 - $897
|
2.9K
$238K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
6+ 0.01% |
$484 - $489
|
67.4K
$5.53M
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
5+ 0.97% |
$403 - $408
|
522
$42.8K
|
|
|
Jan 25, 2023
Q4 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
5+ 0.09% |
$403 - $408
|
5.33K
$437K
|
|
|
Jan 26, 2023
Q4 2022
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
5+ 0.04% |
$403 - $408
|
12.5K
$1.02M
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
3+ 0.39% |
$242 - $245
|
782
$64.1K
|
|
|
Feb 08, 2023
Q4 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
3+ 0.3% |
$242 - $245
|
1.01K
$82.4K
|
|
|
Jan 06, 2023
Q4 2022
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 0.81% |
$161 - $163
|
250
$20.5K
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
1+ 0.69% |
$80.6 - $81.5
|
145
$11.9K
|
|
|
Sep 05, 2024
Q4 2022
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 03, 2023
Q4 2022
|
Old National Bancorp
|
SELL
|
- |
-1- -0.0% |
$80.6 - $81.5
|
57.3K
$4.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-4- 0.03% |
$322 - $326
|
13.3K
$1.09M
|