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 13, 2023
Q4 2022
|
Strategy Asset Managers LLC
|
SELL
|
- |
-17.8K- 41.1% |
$1.43M - $1.45M
|
25.4K
$2.09M
|
|
|
Feb 13, 2023
Q4 2022
|
Clarity Financial LLC
|
SELL
|
- |
-18.1K- 75.1% |
$1.46M - $1.47M
|
5.99K
$491K
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-18.2K- 41.52% |
$1.47M - $1.48M
|
25.6K
$2.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Banco Santander, S.A.
|
SELL
|
- |
-18.5K- 3.39% |
$1.49M - $1.51M
|
526K
$43.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-18.5K- 50.62% |
$1.49M - $1.51M
|
18K
$1.48M
|
|
|
Jan 20, 2023
Q4 2022
|
Values First Advisors, Inc.
|
SELL
|
- |
-18.7K- 49.06% |
$1.5M - $1.52M
|
19.4K
$1.59M
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-21.1K- 84.65% |
$1.7M - $1.72M
|
3.82K
$313K
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-21.1K- 14.5% |
$1.7M - $1.72M
|
124K
$10.2M
|
|
|
Jan 17, 2023
Q4 2022
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-21.2K- 17.93% |
$1.71M - $1.73M
|
97.3K
$7.98M
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-21.5K- 63.72% |
$1.74M - $1.76M
|
12.3K
$1.01M
|
|
|
Feb 08, 2023
Q4 2022
|
Founders Financial Securities LLC
|
SELL
|
- |
-22.1K- 34.63% |
$1.78M - $1.8M
|
41.6K
$3.42M
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-22.9K- 48.44% |
$1.85M - $1.87M
|
24.4K
$2M
|
|
|
Feb 08, 2023
Q4 2022
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-23.1K- 13.16% |
$1.86M - $1.88M
|
152K
$12.5M
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-23.3K- 9.59% |
$1.88M - $1.9M
|
220K
$18M
|
|
|
Feb 14, 2023
Q4 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-23.3K- 7.57% |
$1.88M - $1.9M
|
285K
$23.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-23.8K- 37.36% |
$1.92M - $1.94M
|
39.9K
$3.27M
|
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-23.8K- 79.51% |
$1.92M - $1.94M
|
6.13K
$503K
|
|
|
Feb 08, 2023
Q4 2022
|
Ntv Asset Management LLC
|
SELL
|
- |
-24.1K- 25.98% |
$1.94M - $1.97M
|
68.7K
$5.64M
|
|
|
Jan 25, 2023
Q4 2022
|
Edge Wealth Management LLC
|
SELL
|
- |
-24.6K- 5.43% |
$1.98M - $2M
|
428K
$35.1M
|
|
|
Feb 06, 2023
Q4 2022
|
Matson Money. Inc.
|
SELL
|
- |
-24.7K- 1.81% |
$1.99M - $2.01M
|
1.34M
$110M
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-25.3K- 21.69% |
$2.04M - $2.07M
|
91.5K
$7.51M
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-25.7K- 14.21% |
$2.07M - $2.09M
|
155K
$12.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-25.7K- 21.77% |
$2.07M - $2.1M
|
92.4K
$7.58M
|
|
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-25.7K- 21.77% |
$2.07M - $2.1M
|
92.4K
$7.58M
|
|
|
Feb 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-28.2K- 53.64% |
$2.28M - $2.3M
|
24.4K
$2M
|
|
|
Feb 10, 2023
Q4 2022
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-29K- 35.68% |
$2.34M - $2.37M
|
52.3K
$4.29M
|
|
|
Feb 09, 2023
Q4 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-29.8K- 16.67% |
$2.41M - $2.43M
|
149K
$12.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-30K- 44.04% |
$2.42M - $2.44M
|
38.1K
$3.13M
|
|
|
Feb 14, 2023
Q4 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-31.2K- 28.66% |
$2.52M - $2.55M
|
77.8K
$6.38M
|
|
|
Feb 09, 2023
Q4 2022
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-31.8K- 11.99% |
$2.56M - $2.59M
|
234K
$19.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-33.6K- 26.61% |
$2.71M - $2.74M
|
92.6K
$7.6M
|
|
|
Jan 17, 2023
Q4 2022
|
Bridge Advisory, LLC
|
SELL
|
- |
-33.7K- 46.66% |
$2.72M - $2.75M
|
38.6K
$3.16M
|
|
|
Jan 31, 2023
Q4 2022
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-33.9K- 10.94% |
$2.73M - $2.77M
|
276K
$22.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-34.3K- 58.96% |
$2.76M - $2.8M
|
23.9K
$1.96M
|
|
|
Jan 25, 2023
Q4 2022
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-34.7K- 67.73% |
$2.79M - $2.83M
|
16.5K
$1.36M
|
|
|
Jan 26, 2023
Q4 2022
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-34.9K- 16.71% |
$2.81M - $2.84M
|
174K
$14.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-35.4K- 38.07% |
$2.85M - $2.89M
|
57.6K
$4.73M
|
|
|
Apr 24, 2024
Q4 2022
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-36.1K- 76.65% |
$2.91M - $2.94M
|
11K
$901K
|
|
|
Feb 10, 2023
Q4 2022
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-36.6K- 32.03% |
$2.95M - $2.99M
|
77.7K
$6.38M
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-37.9K- 31.96% |
$3.06M - $3.09M
|
80.8K
$6.63M
|
|
|
Feb 14, 2023
Q4 2022
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-38.2K- 77.11% |
$3.08M - $3.11M
|
11.3K
$930K
|
|
|
Feb 10, 2023
Q4 2022
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-38.7K- 91.12% |
$3.12M - $3.15M
|
3.77K
$309K
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-40.7K- 24.06% |
$3.28M - $3.32M
|
128K
$10.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-40.7K- 13.67% |
$3.28M - $3.32M
|
257K
$21.1M
|
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
SELL
|
- |
-41.3K- 54.48% |
$3.32M - $3.36M
|
34.5K
$2.83M
|
|
|
Feb 14, 2023
Q4 2022
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-43.5K- 50.81% |
$3.51M - $3.55M
|
42.1K
$3.45M
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-43.7K- 29.5% |
$3.52M - $3.56M
|
104K
$8.57M
|
|
|
Jan 23, 2023
Q4 2022
|
Center For Asset Management LLC
|
SELL
|
- |
-44.3K- 38.75% |
$3.57M - $3.61M
|
70K
$5.74M
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-44.7K- 12.7% |
$3.6M - $3.65M
|
307K
$25.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Amg National Trust Bank
|
SELL
|
- |
-45K- 79.61% |
$3.63M - $3.67M
|
11.5K
$946K
|