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 06, 2023
Q4 2022
|
New Square Capital LLC
|
SELL
|
- |
-5- 6.25% |
$403 - $408
|
75
$6.15K
|
|
|
Feb 09, 2023
Q4 2022
|
Citizens Financial Group Inc
|
SELL
|
- |
-6- 0.02% |
$484 - $489
|
24.3K
$1.99M
|
|
|
Feb 03, 2023
Q4 2022
|
Archer Investment Corp
|
SELL
|
- |
-8- 0.67% |
$645 - $652
|
1.18K
$97K
|
|
|
Feb 14, 2023
Q4 2022
|
Pecaut & Co.
|
SELL
|
- |
-8- 0.45% |
$645 - $652
|
1.77K
$145K
|
|
|
May 09, 2023
Q4 2022
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-8Closed |
$645 - $652
|
0
$0
|
|
|
Jan 24, 2023
Q4 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-10- 0.1% |
$806 - $815
|
10.4K
$856K
|
|
|
Feb 09, 2023
Q4 2022
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-15- 0.29% |
$1.21K - $1.22K
|
5.09K
$418K
|
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-21- 10.94% |
$1.69K - $1.71K
|
171
$14K
|
|
|
Jan 10, 2023
Q4 2022
|
American National Bank
|
SELL
|
- |
-24- 7.92% |
$1.93K - $1.96K
|
279
$22.9K
|
|
|
Jan 13, 2023
Q4 2022
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-30- 0.47% |
$2.42K - $2.45K
|
6.29K
$516K
|
|
|
Jan 19, 2023
Q4 2022
|
Adviser Investments LLC
|
SELL
|
- |
-30- 0.82% |
$2.42K - $2.45K
|
3.65K
$299K
|
|
|
Feb 09, 2023
Q4 2022
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-37- 0.11% |
$2.98K - $3.02K
|
34K
$2.79M
|
|
|
Jan 12, 2023
Q4 2022
|
First Hawaiian Bank
|
SELL
|
- |
-43- 0.39% |
$3.47K - $3.51K
|
10.9K
$894K
|
|
|
Jan 20, 2023
Q4 2022
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-46- 1.62% |
$3.71K - $3.75K
|
2.79K
$229K
|
|
|
Feb 14, 2023
Q4 2022
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-50- 0.42% |
$4.03K - $4.08K
|
12K
$982K
|
|
|
Feb 13, 2023
Q4 2022
|
Briaud Financial Planning, Inc
College Station, TX |
SELL
|
- |
-51- 1.1% |
$4.11K - $4.16K
|
4.57K
$375K
|
|
|
Jan 12, 2023
Q4 2022
|
Marcum Wealth, LLC
|
SELL
|
- |
-57- 0.99% |
$4.59K - $4.65K
|
5.7K
$468K
|
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-58- 1.48% |
$4.67K - $4.73K
|
3.86K
$316K
|
|
|
Jan 24, 2023
Q4 2022
|
Lyell Wealth Management, LP
|
SELL
|
- |
-62- 1.95% |
$5K - $5.05K
|
3.13K
$256K
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-67- 1.17% |
$5.4K - $5.46K
|
5.68K
$466K
|
|
|
Aug 14, 2024
Q4 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-74- 8.37% |
$5.96K - $6.03K
|
810
$66.4K
|
|
|
Jan 12, 2023
Q4 2022
|
Cmh Wealth Management LLC
|
SELL
|
- |
-77- 0.57% |
$6.21K - $6.28K
|
13.4K
$1.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-79- 1.47% |
$6.37K - $6.44K
|
5.28K
$433K
|
|
|
Feb 14, 2023
Q4 2022
|
Harvest Investment Services, LLC
|
SELL
|
- |
-80- 2.09% |
$6.45K - $6.52K
|
3.74K
$307K
|
|
|
Feb 01, 2023
Q4 2022
|
Hallmark Capital Management Inc
|
SELL
|
- |
-92- 3.4% |
$7.42K - $7.5K
|
2.62K
$215K
|
|
|
Jan 11, 2023
Q4 2022
|
Pacifica Partners Inc.
|
SELL
|
- |
-95- 7.97% |
$7.66K - $7.74K
|
1.1K
$90K
|
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
SELL
|
- |
-105- 46.67% |
$8.46K - $8.56K
|
120
$9.84K
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-105- 0.65% |
$8.46K - $8.56K
|
16K
$1.31M
|
|
|
Jan 23, 2023
Q4 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-115- 2.05% |
$9.27K - $9.37K
|
5.49K
$450K
|
|
|
Jan 23, 2023
Q4 2022
|
Mechanics Bank Trust Department
|
SELL
|
- |
-115- 2.16% |
$9.27K - $9.37K
|
5.22K
$428K
|
|
|
Feb 10, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-120- 1.41% |
$9.67K - $9.78K
|
8.4K
$689K
|
|
|
Feb 03, 2023
Q4 2022
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-129- 2.21% |
$10.4K - $10.5K
|
5.71K
$468K
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
SELL
|
- |
-130- 1.05% |
$10.5K - $10.6K
|
12.2K
$1M
|
|
|
Feb 01, 2023
Q4 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-146- 4.69% |
$11.8K - $11.9K
|
2.97K
$243K
|
|
|
Jan 18, 2023
Q4 2022
|
De Dora Capital, Inc.
|
SELL
|
- |
-150- 1.3% |
$12.1K - $12.2K
|
11.4K
$935K
|
|
|
Jan 19, 2023
Q4 2022
|
Seelaus Asset Management LLC
|
SELL
|
- |
-156- 2.53% |
$12.6K - $12.7K
|
6K
$493K
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-158- 6.25% |
$12.7K - $12.9K
|
2.37K
$195K
|
|
|
Jan 17, 2023
Q4 2022
|
J2 Capital Management Inc
|
SELL
|
- |
-160- 0.35% |
$12.9K - $13K
|
45.8K
$3.76M
|
|
|
Feb 10, 2023
Q4 2022
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-172- 22.63% |
$13.9K - $14K
|
588
$48.2K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
SELL
|
- |
-174- 2.17% |
$14K - $14.2K
|
7.83K
$643K
|
|
|
Jan 20, 2023
Q4 2022
|
Everett Harris & CO
|
SELL
|
- |
-178- 5.15% |
$14.3K - $14.5K
|
3.28K
$269K
|
|
|
Feb 06, 2023
Q4 2022
|
Amarillo National Bank
|
SELL
|
- |
-180- 1.77% |
$14.5K - $14.7K
|
9.98K
$819K
|
|
|
Feb 13, 2023
Q4 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-185- 1.19% |
$14.9K - $15.1K
|
15.4K
$1.26M
|
|
|
Jan 19, 2023
Q4 2022
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-189- 0.66% |
$15.2K - $15.4K
|
28.4K
$2.33M
|
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-200- 17.78% |
$16.1K - $16.3K
|
925
$75.9K
|
|
|
May 23, 2023
Q4 2022
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-200- 2.07% |
$16.1K - $16.3K
|
9.45K
$775K
|
|
|
Feb 02, 2023
Q4 2022
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-201- 1.06% |
$16.2K - $16.4K
|
18.8K
$1.54M
|
|
|
Feb 10, 2023
Q4 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-201- 25.09% |
$16.2K - $16.4K
|
600
$49.2K
|
|
|
Feb 10, 2023
Q4 2022
|
Patton Fund Management, Inc.
|
SELL
|
- |
-207- 2.52% |
$16.7K - $16.9K
|
8K
$656K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-212- 13.42% |
$17.1K - $17.3K
|
1.37K
$112K
|