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 10, 2023
Q4 2022
|
Forum Private Client Group LLC
|
SELL
|
- |
-717- 5.16% |
$57.8K - $58.4K
|
13.2K
$1.08M
|
|
|
Feb 06, 2023
Q4 2022
|
Meitav Dash Investments LTD
|
SELL
|
- |
-725- 3.84% |
$58.4K - $59.1K
|
18.1K
$1.49M
|
|
|
Feb 03, 2023
Q4 2022
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-746- 11.9% |
$60.1K - $60.8K
|
5.53K
$453K
|
|
|
Feb 14, 2023
Q4 2022
|
State Street Corp
Boston, MA |
SELL
|
- |
-747- 3.19% |
$60.2K - $60.9K
|
22.7K
$1.86M
|
|
|
Feb 10, 2023
Q4 2022
|
Signature Securities Group Corporation
|
SELL
|
- |
-748- 12.46% |
$60.3K - $61K
|
5.25K
$431K
|
|
|
Feb 10, 2023
Q4 2022
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-769- 9.59% |
$62K - $62.7K
|
7.25K
$595K
|
|
|
Jan 25, 2023
Q4 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-790- 19.25% |
$63.7K - $64.4K
|
3.31K
$272K
|
|
|
Feb 14, 2023
Q4 2022
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-795- 24.13% |
$64.1K - $64.8K
|
2.5K
$205K
|
|
|
Feb 13, 2023
Q4 2022
|
Barings LLC
|
SELL
|
- |
-798- 0.33% |
$64.3K - $65.1K
|
239K
$19.6M
|
|
|
Feb 15, 2023
Q4 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-816- 6.5% |
$65.8K - $66.5K
|
11.7K
$963K
|
|
|
Jan 11, 2023
Q4 2022
|
Coho Partners, Ltd.
|
SELL
|
- |
-830- 1.15% |
$66.9K - $67.7K
|
71.2K
$5.84M
|
|
|
Feb 02, 2023
Q4 2022
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-861- 1.68% |
$69.4K - $70.2K
|
50.3K
$4.12M
|
|
|
Feb 07, 2023
Q4 2022
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-879- 5.43% |
$70.8K - $71.7K
|
15.3K
$1.26M
|
|
|
Feb 09, 2023
Q4 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-881- 2.53% |
$71K - $71.8K
|
34K
$2.79M
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-885- 30.49% |
$71.3K - $72.1K
|
2.02K
$166K
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-885- 30.49% |
$71.3K - $72.1K
|
2.02K
$166K
|
|
|
Jan 18, 2023
Q4 2022
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-920- 15.99% |
$74.2K - $75K
|
4.83K
$396K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-981- 6.79% |
$79.1K - $80K
|
13.5K
$1.1M
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-987- 2.46% |
$79.6K - $80.5K
|
39.1K
$3.2M
|
|
|
Feb 03, 2023
Q4 2022
|
Klingman & Associates, LLC
|
SELL
|
- |
-1.01K- 15.19% |
$81K - $81.9K
|
5.61K
$460K
|
|
|
Feb 07, 2023
Q4 2022
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-1.01K- 22.3% |
$81.3K - $82.3K
|
3.52K
$288K
|
|
|
Jan 27, 2023
Q4 2022
|
Annex Advisory Services, LLC
|
SELL
|
- |
-1.04K- 16.58% |
$83.9K - $84.9K
|
5.24K
$430K
|
|
|
Feb 13, 2023
Q4 2022
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-1.04K- 0.25% |
$84.1K - $85.1K
|
425K
$34.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.04K- 4.09% |
$84.1K - $85.1K
|
24.5K
$2.01M
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-1.07K- 10.77% |
$86.2K - $87.1K
|
8.86K
$727K
|
|
|
Jan 20, 2023
Q4 2022
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-1.08K- 14.54% |
$87.2K - $88.2K
|
6.36K
$522K
|
|
|
Feb 14, 2023
Q4 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-1.08K- 28.5% |
$87.2K - $88.2K
|
2.72K
$223K
|
|
|
Jan 23, 2023
Q4 2022
|
Strategic Advisors LLC
|
SELL
|
- |
-1.11K- 13.47% |
$89.1K - $90.2K
|
7.11K
$583K
|
|
|
Feb 15, 2023
Q4 2022
|
Life Pro Asset Management
|
SELL
|
- |
-1.11K- 19.55% |
$89.6K - $90.7K
|
4.58K
$375K
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-1.12K- 30.1% |
$89.9K - $90.9K
|
2.59K
$212K
|
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.12K- 6.84% |
$90.4K - $91.5K
|
15.3K
$1.25M
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-1.13K- 19.17% |
$90.9K - $92K
|
4.76K
$390K
|
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-1.18K- 15.36% |
$95.2K - $96.3K
|
6.51K
$534K
|
|
|
Feb 02, 2023
Q4 2022
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-1.2K- 9.41% |
$96.6K - $97.7K
|
11.5K
$947K
|
|
|
Jan 17, 2023
Q4 2022
|
Rede Wealth, LLC
|
SELL
|
- |
-1.22K- 25.93% |
$98.2K - $99.3K
|
3.48K
$285K
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
SELL
|
- |
-1.23K- 25.55% |
$99.4K - $101K
|
3.59K
$295K
|
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-1.28K- 4.35% |
$103K - $104K
|
28K
$2.3M
|
|
|
Feb 06, 2023
Q4 2022
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-1.28K- 5.25% |
$103K - $105K
|
23.1K
$1.9M
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
SELL
|
- |
-1.28K- 46.9% |
$103K - $105K
|
1.45K
$119K
|
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1.3K- 94.12% |
$104K - $106K
|
81
$6.64K
|
|
|
Feb 03, 2023
Q4 2022
|
Hancock Whitney Corp
|
SELL
|
- |
-1.31K- 5.15% |
$106K - $107K
|
24.2K
$1.98M
|
|
|
Jan 13, 2023
Q4 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-1.32K- 26.55% |
$106K - $107K
|
3.64K
$298K
|
|
|
Feb 14, 2023
Q4 2022
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-1.33K- 32.86% |
$107K - $108K
|
2.72K
$223K
|
|
|
Feb 01, 2023
Q4 2022
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-1.34K- 5.04% |
$108K - $109K
|
25.3K
$2.07M
|
|
|
Feb 14, 2023
Q4 2022
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-1.36K- 22.31% |
$110K - $111K
|
4.75K
$390K
|
|
|
Feb 09, 2023
Q4 2022
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-1.39K- 5.55% |
$112K - $113K
|
23.7K
$1.94M
|
|
|
Jan 26, 2023
Q4 2022
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-1.48K- 10.16% |
$119K - $120K
|
13.1K
$1.07M
|
|
|
Feb 09, 2023
Q4 2022
|
Independent Family Office, LLC
|
SELL
|
- |
-1.52K- 4.55% |
$122K - $124K
|
31.8K
$2.61M
|
|
|
Jan 31, 2023
Q4 2022
|
Community Bank, N.A.
|
SELL
|
- |
-1.53K- 14.58% |
$123K - $124K
|
8.94K
$733K
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.54K- 23.2% |
$124K - $125K
|
5.08K
$417K
|