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
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-7.8K- 26.27% |
$629K - $636K
|
21.9K
$1.8M
|
|
|
Jan 03, 2023
Q4 2022
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-7.84K- 25.16% |
$632K - $639K
|
23.3K
$1.91M
|
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-7.85K- 73.23% |
$632K - $640K
|
2.87K
$235K
|
|
|
Jan 19, 2023
Q4 2022
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-8.08K- 51.45% |
$651K - $659K
|
7.63K
$626K
|
|
|
Feb 14, 2023
Q4 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-8.1K- 16.13% |
$652K - $660K
|
42.1K
$3.45M
|
|
|
Jan 23, 2023
Q4 2022
|
Cpr Investments Inc.
Rochester, MI |
SELL
|
- |
-8.82K- 12.77% |
$711K - $719K
|
60.3K
$4.94M
|
|
|
Jan 23, 2023
Q4 2022
|
Graybill Bartz & Assoc LTD
|
SELL
|
- |
-9.02K- 9.52% |
$727K - $735K
|
85.7K
$7.03M
|
|
|
Jan 23, 2023
Q4 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-9.15K- 66.56% |
$738K - $746K
|
4.6K
$377K
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-9.17K- 23.25% |
$739K - $748K
|
30.3K
$2.48M
|
|
|
Jan 26, 2023
Q4 2022
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-9.31K- 6.78% |
$751K - $759K
|
128K
$10.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-9.37K- 21.82% |
$755K - $764K
|
33.6K
$2.75M
|
|
|
Feb 02, 2023
Q4 2022
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-9.52K- 5.28% |
$767K - $776K
|
171K
$14M
|
|
|
Feb 13, 2023
Q4 2022
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-9.63K- 23.39% |
$776K - $785K
|
31.5K
$2.59M
|
|
|
Feb 14, 2023
Q4 2022
|
Nvwm, LLC
|
SELL
|
- |
-9.74K- 28.91% |
$785K - $794K
|
24K
$1.96M
|
|
|
Nov 13, 2023
Q4 2022
|
Easterly Investment Partners LLC
|
SELL
|
- |
-9.83K- 7.04% |
$793K - $802K
|
130K
$10.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-9.85K- 54.97% |
$794K - $803K
|
8.07K
$662K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-9.97K- 5.63% |
$804K - $813K
|
167K
$13.7M
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-10K- 3.37% |
$807K - $816K
|
287K
$23.6M
|
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-10.1K- 38.67% |
$811K - $820K
|
16K
$1.31M
|
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-10.1K- 9.71% |
$813K - $822K
|
93.8K
$7.69M
|
|
|
Jan 23, 2023
Q4 2022
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-10.2K- 75.68% |
$819K - $829K
|
3.27K
$268K
|
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-10.4K- 20.54% |
$837K - $846K
|
40.2K
$3.3M
|
|
|
Feb 09, 2023
Q4 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-10.9K- 26.7% |
$877K - $887K
|
29.9K
$2.45M
|
|
|
Feb 06, 2023
Q4 2022
|
Column Capital Advisors, LLC
|
SELL
|
- |
-11K- 38.79% |
$884K - $894K
|
17.3K
$1.42M
|
|
|
Feb 13, 2023
Q4 2022
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-11.1K- 54.6% |
$898K - $908K
|
9.27K
$760K
|
|
|
Feb 13, 2023
Q4 2022
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-11.6K- 53.23% |
$931K - $942K
|
10.2K
$833K
|
|
|
Jan 06, 2023
Q4 2022
|
Legacy Private Trust Co.
|
SELL
|
- |
-11.8K- 29.1% |
$951K - $962K
|
28.8K
$2.36M
|
|
|
Feb 14, 2023
Q4 2022
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-12.1K- 16.33% |
$975K - $986K
|
62K
$5.08M
|
|
|
Feb 09, 2023
Q4 2022
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-12.1K- 3.8% |
$975K - $986K
|
306K
$25.1M
|
|
|
Jan 24, 2023
Q4 2022
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-12.3K- 70.45% |
$994K - $1.01M
|
5.18K
$425K
|
|
|
Feb 10, 2023
Q4 2022
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-12.3K- 29.65% |
$994K - $1.01M
|
29.3K
$2.4M
|
|
|
Jan 09, 2023
Q4 2022
|
Summit Financial Group, Inc.
|
SELL
|
- |
-12.5K- 29.43% |
$1.01M - $1.02M
|
30K
$2.46M
|
|
|
Jan 27, 2023
Q4 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-12.6K- 31.93% |
$1.02M - $1.03M
|
26.9K
$2.21M
|
|
|
Feb 06, 2023
Q4 2022
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-12.8K- 67.53% |
$1.03M - $1.04M
|
6.14K
$503K
|
|
|
Feb 10, 2023
Q4 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-12.8K- 17.52% |
$1.03M - $1.04M
|
60.1K
$4.93M
|
|
|
Jan 20, 2023
Q4 2022
|
Arden Trust CO
|
SELL
|
- |
-12.9K- 22.58% |
$1.04M - $1.05M
|
44.1K
$3.62M
|
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-13K- 26.39% |
$1.05M - $1.06M
|
36.2K
$2.97M
|
|
|
Jan 19, 2023
Q4 2022
|
Quent Capital, LLC
|
SELL
|
- |
-13.1K- 6.63% |
$1.06M - $1.07M
|
185K
$15.1M
|
|
|
Feb 08, 2023
Q4 2022
|
Sierra Capital LLC
|
SELL
|
- |
-13.1K- 87.98% |
$1.06M - $1.07M
|
1.79K
$147K
|
|
|
Jan 11, 2023
Q4 2022
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-13.2K- 72.52% |
$1.07M - $1.08M
|
5.02K
$411K
|
|
|
Feb 08, 2023
Q4 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-13.9K- 46.65% |
$1.12M - $1.13M
|
15.9K
$1.31M
|
|
|
Feb 13, 2023
Q4 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-14K- 41.88% |
$1.13M - $1.14M
|
19.5K
$1.6M
|
|
|
Feb 01, 2023
Q4 2022
|
Bfsg, LLC
|
SELL
|
- |
-14.1K- 49.51% |
$1.13M - $1.15M
|
14.4K
$1.18M
|
|
|
Feb 13, 2023
Q4 2022
|
Betterment LLC
New York, NY |
SELL
|
- |
-14.4K- 21.54% |
$1.16M - $1.17M
|
52.3K
$4.29M
|
|
|
Feb 10, 2023
Q4 2022
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-14.4K- 74.34% |
$1.16M - $1.17M
|
4.96K
$407K
|
|
|
Feb 02, 2023
Q4 2022
|
Columbus Macro, LLC
|
SELL
|
- |
-14.4K- 51.76% |
$1.16M - $1.17M
|
13.4K
$1.1M
|
|
|
Jan 30, 2023
Q4 2022
|
James Investment Research Inc
|
SELL
|
- |
-14.9K- 7.47% |
$1.2M - $1.22M
|
185K
$15.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Easterly Investment Partners LLC
|
SELL
|
- |
-15.4K- 11.39% |
$1.24M - $1.26M
|
120K
$9.84M
|
|
|
Jan 18, 2023
Q4 2022
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-15.6K- 68.23% |
$1.26M - $1.27M
|
7.27K
$597K
|
|
|
Feb 13, 2023
Q4 2022
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-17.7K- 21.19% |
$1.43M - $1.44M
|
65.8K
$5.4M
|