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 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-239K- 12.39% |
$19.2M - $19.5M
|
1.69M
$138M
|
|
|
Jan 17, 2023
Q4 2022
|
Innova Wealth Partners
|
SELL
|
- |
-248K- 40.04% |
$20M - $20.2M
|
372K
$30.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-248K- 52.89% |
$20M - $20.2M
|
221K
$18.1M
|
|
|
Feb 08, 2023
Q4 2022
|
Donoghue Forlines LLC
|
SELL
|
- |
-261K- 68.07% |
$21M - $21.2M
|
122K
$10M
|
|
|
Feb 13, 2023
Q4 2022
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-272K- 98.14% |
$22M - $22.2M
|
5.17K
$424K
|
|
|
Jun 17, 2024
Q4 2022
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-286K- 79.27% |
$23M - $23.3M
|
74.7K
$6.13M
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-288K- 90.34% |
$23.2M - $23.5M
|
30.8K
$2.53M
|
|
|
Jan 20, 2023
Q4 2022
|
Marks Wealth, LLC
|
SELL
|
- |
-307K- 75.97% |
$24.8M - $25M
|
97.2K
$7.97M
|
|
|
Feb 10, 2023
Q4 2022
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-316K- 41.06% |
$25.4M - $25.7M
|
453K
$37.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-316K- 14.47% |
$25.5M - $25.8M
|
1.87M
$153M
|
|
|
Feb 07, 2023
Q4 2022
|
Members Trust CO
|
SELL
|
- |
-317K- 19.08% |
$25.6M - $25.8M
|
1.34M
$110M
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-327K- 22.99% |
$26.3M - $26.6M
|
1.09M
$89.7M
|
|
|
Feb 14, 2023
Q4 2022
|
True Private Wealth Advisors
|
SELL
|
- |
-336K- 17.49% |
$27.1M - $27.4M
|
1.58M
$130M
|
|
|
Jan 31, 2023
Q4 2022
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-340K- 94.92% |
$27.4M - $27.7M
|
18.2K
$1.49M
|
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-340K- 34.83% |
$27.4M - $27.7M
|
636K
$52.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-342K- 99.46% |
$27.6M - $27.9M
|
1.86K
$153K
|
|
|
Feb 10, 2023
Q4 2022
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-360K- 50.97% |
$29M - $29.4M
|
346K
$28.4M
|
|
|
Feb 01, 2023
Q4 2022
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-360K- 97.1% |
$29.1M - $29.4M
|
10.8K
$884K
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-362K- 3.86% |
$29.2M - $29.5M
|
9.02M
$740M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-390K- 58.82% |
$31.5M - $31.8M
|
273K
$22.4M
|
|
|
Jan 11, 2023
Q4 2022
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-397K- 98.84% |
$32M - $32.3M
|
4.64K
$381K
|
|
|
Mar 02, 2023
Q4 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-415K- 93.55% |
$33.4M - $33.8M
|
28.6K
$2.34M
|
|
|
Jan 11, 2023
Q4 2022
|
Jenkins Wealth
Englewood, CO |
SELL
|
- |
-481KClosed |
$38.8M - $39.2M
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-584K- 62.74% |
$47.1M - $47.6M
|
347K
$28.5M
|
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-584K- 62.74% |
$47.1M - $47.6M
|
347K
$28.5M
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-600K- 26.09% |
$48.4M - $48.9M
|
1.7M
$139M
|
|
|
Jan 31, 2023
Q4 2022
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-640K- 7.53% |
$51.6M - $52.2M
|
7.86M
$645M
|
|
|
Feb 14, 2023
Q4 2022
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-663K- 66.83% |
$53.4M - $54M
|
329K
$27M
|
|
|
Jan 19, 2023
Q4 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-691K- 99.61% |
$55.7M - $56.3M
|
2.73K
$224K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-766K- 93.33% |
$61.8M - $62.5M
|
54.8K
$4.49M
|
|
|
Feb 14, 2023
Q4 2022
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-793K- 89.6% |
$63.9M - $64.7M
|
92.1K
$7.55M
|
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
SELL
|
- |
-831K- 98.34% |
$66.9M - $67.7M
|
14K
$1.15M
|
|
|
Feb 14, 2023
Q4 2022
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-848K- 95.01% |
$68.4M - $69.1M
|
44.5K
$3.65M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.15M- 12.67% |
$92.3M - $93.4M
|
7.9M
$648M
|
|
|
Feb 14, 2023
Q4 2022
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-1.29M- 32.2% |
$104M - $105M
|
2.72M
$223M
|
|
|
Feb 02, 2023
Q4 2022
|
Bailard, Inc.
|
SELL
|
- |
-1.66M- 99.37% |
$134M - $135M
|
10.6K
$870K
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.58M- 39.64% |
$208M - $211M
|
3.93M
$323M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-3.16M- 17.16% |
$255M - $258M
|
15.3M
$1.25B
|
|
|
Jan 18, 2023
Q4 2022
|
Ritholtz Wealth Management
|
SELL
|
- |
-3.19M- 69.91% |
$257M - $260M
|
1.37M
$113M
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
SELL
|
- |
-9.82M- 79.84% |
$791M - $800M
|
2.48M
$203M
|
|
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-22.3M- 98.77% |
$1.79B - $1.81B
|
278K
$22.8M
|