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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2023
Q4 2022
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-3.75K- 23.41% |
$302K - $306K
|
12.3K
$1.01M
|
|
|
Jan 23, 2023
Q4 2022
|
Jmac Enterprises LLC
|
SELL
|
- |
-3.87K- 3.77% |
$312K - $316K
|
98.8K
$8.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-3.88K- 54.89% |
$313K - $317K
|
3.19K
$262K
|
|
|
Jan 18, 2023
Q4 2022
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-3.92K- 3.32% |
$316K - $320K
|
114K
$9.38M
|
|
|
Feb 14, 2023
Q4 2022
|
Apexium Financial, LP
|
SELL
|
- |
-4K- 13.77% |
$323K - $326K
|
25.1K
$2.06M
|
|
|
Feb 02, 2023
Q4 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-4.06K- 13.51% |
$327K - $331K
|
26K
$2.13M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-4.07K- 1.79% |
$328K - $332K
|
223K
$18.3M
|
|
|
Feb 09, 2023
Q4 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-4.16K- 18.4% |
$335K - $339K
|
18.4K
$1.51M
|
|
|
Feb 01, 2023
Q4 2022
|
Antonetti Capital Management LLC
|
SELL
|
- |
-4.2K- 34.6% |
$339K - $342K
|
7.94K
$651K
|
|
|
Jan 30, 2023
Q4 2022
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-4.25K- 4.88% |
$343K - $347K
|
82.9K
$6.8M
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-4.3K- 22.06% |
$347K - $351K
|
15.2K
$1.25M
|
|
|
Jan 24, 2023
Q4 2022
|
Wealthpoint, LLC
|
SELL
|
- |
-4.4K- 49.68% |
$355K - $359K
|
4.46K
$366K
|
|
|
Jan 31, 2023
Q4 2022
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-4.46K- 39.85% |
$360K - $364K
|
6.73K
$552K
|
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-4.54K- 5.04% |
$366K - $370K
|
85.5K
$7.01M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
SELL
|
- |
-4.7K- 1.11% |
$378K - $383K
|
417K
$34.2M
|
|
|
Jan 17, 2023
Q4 2022
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-4.74K- 19.63% |
$382K - $387K
|
19.4K
$1.59M
|
|
|
Feb 13, 2023
Q4 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-4.77K- 48.4% |
$384K - $388K
|
5.08K
$417K
|
|
|
Feb 13, 2023
Q4 2022
|
Pointe Capital Management LLC
|
SELL
|
- |
-5.07K- 6.75% |
$409K - $414K
|
70.1K
$5.75M
|
|
|
Nov 03, 2023
Q4 2022
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-5.08K- 6.02% |
$410K - $414K
|
79.3K
$6.51M
|
|
|
Jan 26, 2023
Q4 2022
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-5.09K- 8.7% |
$410K - $415K
|
53.4K
$4.38M
|
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-5.14K- 31.6% |
$414K - $419K
|
11.1K
$912K
|
|
|
Jan 12, 2023
Q4 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-5.21K- 2.22% |
$420K - $425K
|
230K
$18.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-5.28K- 52.11% |
$426K - $431K
|
4.85K
$398K
|
|
|
Jan 10, 2023
Q4 2022
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-5.32K- 31.72% |
$429K - $434K
|
11.5K
$940K
|
|
|
Feb 16, 2023
Q4 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-5.33K- 20.64% |
$429K - $434K
|
20.5K
$1.68M
|
|
|
Feb 07, 2023
Q4 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-5.51K- 12.43% |
$444K - $449K
|
38.8K
$3.19M
|
|
|
Jan 30, 2023
Q4 2022
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-5.52K- 11.45% |
$445K - $450K
|
42.7K
$3.5M
|
|
|
Feb 02, 2023
Q4 2022
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-5.53K- 62.83% |
$445K - $450K
|
3.27K
$268K
|
|
|
Jan 26, 2023
Q4 2022
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-5.56K- 28.08% |
$448K - $453K
|
14.2K
$1.17M
|
|
|
Feb 03, 2023
Q4 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-5.6K- 4.36% |
$452K - $457K
|
123K
$10.1M
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-5.64K- 2.57% |
$455K - $460K
|
214K
$17.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-5.71K- 4.32% |
$460K - $466K
|
126K
$10.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-6.12K- 71.54% |
$493K - $499K
|
2.44K
$200K
|
|
|
Jan 31, 2023
Q4 2022
|
Peoples Bank
|
SELL
|
- |
-6.18K- 19.67% |
$498K - $504K
|
25.2K
$2.07M
|
|
|
Jan 31, 2023
Q4 2022
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-6.2K- 16.2% |
$500K - $506K
|
32.1K
$2.63M
|
|
|
Jan 20, 2023
Q4 2022
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-6.28K- 47.2% |
$506K - $512K
|
7.02K
$576K
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-6.53K- 41.12% |
$526K - $532K
|
9.35K
$767K
|
|
|
Jan 26, 2023
Q4 2022
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-6.58K- 43.54% |
$530K - $536K
|
8.53K
$700K
|
|
|
Jan 17, 2023
Q4 2022
|
Darwin Advisors, LLC
|
SELL
|
- |
-6.69K- 40.06% |
$539K - $545K
|
10K
$821K
|
|
|
Feb 06, 2023
Q4 2022
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-6.94K- 30.21% |
$559K - $566K
|
16K
$1.32M
|
|
|
Jan 20, 2023
Q4 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-6.95K- 10.4% |
$560K - $566K
|
59.8K
$4.91M
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-6.95K- 94.9% |
$560K - $567K
|
374
$30.7K
|
|
|
Feb 03, 2023
Q4 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-6.96K- 11.77% |
$561K - $567K
|
52.1K
$4.28M
|
|
|
Feb 10, 2023
Q4 2022
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-7.15K- 36.65% |
$576K - $583K
|
12.4K
$1.01M
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-7.25K- 26.91% |
$584K - $591K
|
19.7K
$1.62M
|
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-7.26K- 44.01% |
$585K - $592K
|
9.24K
$758K
|
|
|
Feb 14, 2023
Q4 2022
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-7.36K- 35.18% |
$593K - $600K
|
13.6K
$1.11M
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-7.49K- 36.26% |
$604K - $611K
|
13.2K
$1.08M
|
|
|
Jan 23, 2023
Q4 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-7.53K- 27.91% |
$607K - $614K
|
19.5K
$1.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-7.59K- 9.42% |
$612K - $619K
|
73K
$5.98M
|