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
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
163K+ 31.09% |
$13.1M - $13.3M
|
686K
$56.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Executive Wealth Management, LLC
|
BUY
|
- |
156K+ 2666.42% |
$12.6M - $12.7M
|
162K
$13.3M
|
|
|
Feb 02, 2023
Q4 2022
|
Private Management Group Inc
|
BUY
|
- |
156K+ 1720.56% |
$12.6M - $12.7M
|
165K
$13.5M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
155K+ 6.17% |
$12.5M - $12.6M
|
2.67M
$219M
|
|
|
Feb 07, 2023
Q4 2022
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
154K+ 38.91% |
$12.4M - $12.6M
|
550K
$45.1M
|
|
|
Jan 20, 2023
Q4 2022
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
153K+ 10850.75% |
$12.3M - $12.4M
|
154K
$12.6M
|
|
|
Feb 13, 2023
Q4 2022
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
132K+ 577.35% |
$10.6M - $10.8M
|
155K
$12.7M
|
|
|
Feb 02, 2023
Q4 2022
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
132KNew |
$10.6M - $10.7M
|
132K
$10.8M
|
|
|
Jan 25, 2023
Q4 2022
|
Shufro Rose & CO LLC
|
BUY
|
- |
130K+ 4320.45% |
$10.4M - $10.6M
|
133K
$10.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
129K+ 26.67% |
$10.4M - $10.6M
|
615K
$50.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
129K+ 58.64% |
$10.4M - $10.6M
|
350K
$28.7M
|
|
|
Jan 31, 2023
Q4 2022
|
Naviter Wealth, LLC
|
BUY
|
- |
129KNew |
$10.4M - $10.5M
|
129K
$10.5M
|
|
|
Jan 26, 2023
Q4 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
127KNew |
$10.2M - $10.3M
|
127K
$10.4M
|
|
|
Jan 17, 2023
Q4 2022
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
125KNew |
$10.1M - $10.2M
|
125K
$10.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
124K+ 80.39% |
$9.98M - $10.1M
|
278K
$22.8M
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
BUY
|
- |
111K+ 9.75% |
$8.94M - $9.04M
|
1.25M
$102M
|
|
|
Jan 20, 2023
Q4 2022
|
Royal Fund Management, LLC
|
BUY
|
- |
110KNew |
$8.86M - $8.96M
|
110K
$9.02M
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
110K+ 16.43% |
$8.86M - $8.96M
|
779K
$63.9M
|
|
|
Jan 17, 2023
Q4 2022
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
109KNew |
$8.77M - $8.87M
|
109K
$8.93M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
108K+ 37.17% |
$8.69M - $8.79M
|
398K
$32.6M
|
|
|
Feb 15, 2023
Q4 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
104K+ 1095.85% |
$8.39M - $8.48M
|
114K
$9.32M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
103K+ 205.26% |
$8.3M - $8.39M
|
153K
$12.6M
|
|
|
Feb 06, 2023
Q4 2022
|
Country Club Bank
|
BUY
|
- |
103K+ 862.73% |
$8.28M - $8.37M
|
115K
$9.4M
|
|
|
Feb 07, 2023
Q4 2022
|
Presidio Capital Management, LLC
|
BUY
|
- |
98.8KNew |
$7.97M - $8.06M
|
98.8K
$8.11M
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
98.6K+ 236.09% |
$7.95M - $8.04M
|
140K
$11.5M
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
96.7K+ 53.38% |
$7.8M - $7.89M
|
278K
$22.8M
|
|
|
Jan 12, 2023
Q4 2022
|
Peak Financial Advisors LLC
|
BUY
|
- |
93.4K+ 207.4% |
$7.53M - $7.62M
|
138K
$11.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
93.1K+ 141.06% |
$7.5M - $7.59M
|
159K
$13.1M
|
|
|
Jan 26, 2023
Q4 2022
|
Ballast, Inc.
|
BUY
|
- |
90.4KNew |
$7.29M - $7.37M
|
90.4K
$7.41M
|
|
|
Feb 07, 2023
Q4 2022
|
Gamble Jones Investment Counsel
|
BUY
|
- |
88.8K+ 69.8% |
$7.16M - $7.24M
|
216K
$17.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
88.8K+ 311.54% |
$7.16M - $7.24M
|
117K
$9.62M
|
|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
88.6KNew |
$7.14M - $7.22M
|
88.6K
$7.26M
|
|
|
Jan 26, 2023
Q4 2022
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
87.2KNew |
$7.03M - $7.11M
|
87.2K
$7.15M
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
84.9K+ 3261.9% |
$6.85M - $6.92M
|
87.5K
$7.18M
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
83.6K+ 202.1% |
$6.74M - $6.82M
|
125K
$10.3M
|
|
|
Feb 16, 2023
Q4 2022
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
81.7KNew |
$6.59M - $6.66M
|
81.7K
$6.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
81.7K+ 382.31% |
$6.59M - $6.66M
|
103K
$8.46M
|
|
|
Feb 06, 2023
Q4 2022
|
Navalign, LLC
|
BUY
|
- |
80.5KNew |
$6.49M - $6.57M
|
80.5K
$6.61M
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
80.1K+ 203.93% |
$6.45M - $6.53M
|
119K
$9.79M
|
|
|
Feb 02, 2023
Q4 2022
|
Sg Americas Securities, LLC
|
BUY
|
- |
79.8KNew |
$6.43M - $6.51M
|
79.8K
$6.55M
|
|
|
Feb 13, 2023
Q4 2022
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
79.7K+ 462.79% |
$6.42M - $6.5M
|
96.9K
$7.95M
|
|
|
Feb 09, 2023
Q4 2022
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
79.6KNew |
$6.42M - $6.49M
|
79.6K
$6.53M
|
|
|
Feb 14, 2023
Q4 2022
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
79.4K+ 232.8% |
$6.4M - $6.48M
|
114K
$9.32M
|
|
|
Jan 24, 2023
Q4 2022
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
79.3KNew |
$6.4M - $6.47M
|
79.3K
$6.51M
|
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
78.1K+ 27.09% |
$6.3M - $6.37M
|
367K
$30.1M
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
77.3KNew |
$6.23M - $6.3M
|
77.3K
$6.34M
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
74.5KNew |
$6.01M - $6.08M
|
74.5K
$6.11M
|
|
|
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
73.9KNew |
$5.95M - $6.02M
|
73.9K
$6.06M
|
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
73.8KNew |
$5.95M - $6.01M
|
73.8K
$6.05M
|
|
|
Jan 20, 2023
Q4 2022
|
Gemmer Asset Management LLC
|
BUY
|
- |
73.4K+ 220.48% |
$5.92M - $5.99M
|
107K
$8.76M
|