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 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
71.7K+ 27.47% |
$5.78M - $5.85M
|
333K
$27.3M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
71.1K+ 91.24% |
$5.73M - $5.79M
|
149K
$12.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
70.3K+ 31.95% |
$5.67M - $5.73M
|
290K
$23.8M
|
|
|
Feb 06, 2023
Q4 2022
|
Wolf Group Capital Advisors
|
BUY
|
- |
68.5K+ 777.72% |
$5.52M - $5.59M
|
77.3K
$6.34M
|
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
BUY
|
- |
66.5K+ 108.16% |
$5.36M - $5.42M
|
128K
$10.5M
|
|
|
Jan 27, 2023
Q4 2022
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
66.4K+ 646.99% |
$5.35M - $5.41M
|
76.6K
$6.29M
|
|
|
Jan 11, 2023
Q4 2022
|
New Capital Management LP
|
BUY
|
- |
65.5K+ 1472.29% |
$5.28M - $5.34M
|
69.9K
$5.73M
|
|
|
Feb 14, 2023
Q4 2022
|
Angeles Wealth Management, LLC
|
BUY
|
- |
59.4K+ 79.49% |
$4.79M - $4.84M
|
134K
$11M
|
|
|
Feb 07, 2023
Q4 2022
|
Ug Investment Advisers Ltd.
Taipei, F5 |
BUY
|
- |
58.7KNew |
$4.73M - $4.78M
|
58.7K
$4.81M
|
|
|
Feb 13, 2023
Q4 2022
|
Krilogy Financial LLC
|
BUY
|
- |
58.1K+ 456.82% |
$4.68M - $4.74M
|
70.8K
$5.81M
|
|
|
Jan 05, 2023
Q4 2022
|
Modus Advisors, LLC
|
BUY
|
- |
57.2KNew |
$4.61M - $4.66M
|
57.2K
$4.69M
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
56.8K+ 291.62% |
$4.57M - $4.63M
|
76.2K
$6.25M
|
|
|
Jan 11, 2023
Q4 2022
|
Platform Technology Partners
|
BUY
|
- |
55.1KNew |
$4.44M - $4.49M
|
55.1K
$4.52M
|
|
|
Feb 10, 2023
Q4 2022
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
53.7K+ 74.96% |
$4.33M - $4.38M
|
125K
$10.3M
|
|
|
Jan 12, 2023
Q4 2022
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
53KNew |
$4.27M - $4.32M
|
53K
$4.35M
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
52.6KNew |
$4.24M - $4.29M
|
52.6K
$4.31M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
52KNew |
$4.19M - $4.24M
|
52K
$4.27M
|
|
|
Feb 14, 2023
Q4 2022
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
50.4KNew |
$4.06M - $4.1M
|
50.4K
$4.13M
|
|
|
Feb 09, 2023
Q4 2022
|
Greenspring Advisors, LLC
|
BUY
|
- |
49.4K+ 589.65% |
$3.98M - $4.03M
|
57.8K
$4.74M
|
|
|
Feb 02, 2023
Q4 2022
|
Rmr Wealth Builders
|
BUY
|
- |
48.2K+ 172.48% |
$3.89M - $3.93M
|
76.2K
$6.25M
|
|
|
Jan 20, 2023
Q4 2022
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
48KNew |
$3.87M - $3.91M
|
48K
$3.94M
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
47.4K+ 250.02% |
$3.82M - $3.86M
|
66.3K
$5.44M
|
|
|
Jan 18, 2023
Q4 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
47K+ 195.55% |
$3.79M - $3.83M
|
71K
$5.83M
|
|
|
Feb 17, 2023
Q4 2022
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
46.9KNew |
$3.78M - $3.82M
|
46.9K
$3.85M
|
|
|
Feb 03, 2023
Q4 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
46.8KNew |
$3.77M - $3.82M
|
46.8K
$3.84M
|
|
|
Feb 03, 2023
Q4 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
46.4K+ 10.66% |
$3.74M - $3.78M
|
482K
$39.5M
|
|
|
Feb 08, 2023
Q4 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
45.4K+ 56.07% |
$3.66M - $3.7M
|
126K
$10.4M
|
|
|
Dec 18, 2023
Q4 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
44.9KNew |
$3.62M - $3.66M
|
44.9K
$3.68M
|
|
|
Jul 07, 2023
Q4 2022
|
Fulcrum Equity Management
|
BUY
|
- |
44KNew |
$3.55M - $3.59M
|
44K
$3.61M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
42.6K+ 201.66% |
$3.44M - $3.48M
|
63.8K
$5.23M
|
|
|
Feb 09, 2023
Q4 2022
|
True Link Financial Advisors, LLC
|
BUY
|
- |
42.3K+ 162.49% |
$3.41M - $3.45M
|
68.4K
$5.61M
|
|
|
Feb 08, 2023
Q4 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
42.3KNew |
$3.41M - $3.45M
|
42.3K
$3.47M
|
|
|
Jan 12, 2023
Q4 2022
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
42.3K+ 1038.78% |
$3.41M - $3.45M
|
46.3K
$3.8M
|
|
|
Feb 14, 2023
Q4 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
42.1K+ 179.5% |
$3.39M - $3.43M
|
65.6K
$5.38M
|
|
|
Feb 10, 2023
Q4 2022
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
41.9K+ 26.45% |
$3.38M - $3.42M
|
200K
$16.4M
|
|
|
Mar 08, 2023
Q4 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
41.7KNew |
$3.36M - $3.4M
|
41.7K
$3.42M
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
40.2K+ 188.05% |
$3.24M - $3.27M
|
61.5K
$5.05M
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
40.1K+ 39.24% |
$3.23M - $3.27M
|
142K
$11.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
39.1K+ 144.64% |
$3.15M - $3.19M
|
66.2K
$5.43M
|
|
|
Feb 09, 2023
Q4 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
36.5KNew |
$2.94M - $2.97M
|
36.5K
$2.99M
|
|
|
Feb 03, 2023
Q4 2022
|
White Pine Investment CO
|
BUY
|
- |
35.3K+ 98.1% |
$2.85M - $2.88M
|
71.3K
$5.85M
|
|
|
Apr 14, 2023
Q4 2022
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
35.2KNew |
$2.84M - $2.87M
|
35.2K
$2.89M
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
34.2K+ 55.71% |
$2.76M - $2.79M
|
95.6K
$7.85M
|
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
34K+ 78.6% |
$2.74M - $2.77M
|
77.3K
$6.34M
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
33.2K+ 91.96% |
$2.67M - $2.7M
|
69.2K
$5.68M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
32.6K+ 41.58% |
$2.63M - $2.66M
|
111K
$9.11M
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
32.4K+ 76.84% |
$2.61M - $2.64M
|
74.5K
$6.11M
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
31.8K+ 91.47% |
$2.56M - $2.59M
|
66.5K
$5.46M
|
|
|
Jan 20, 2023
Q4 2022
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
31.7KNew |
$2.56M - $2.59M
|
31.7K
$2.6M
|
|
|
Jan 18, 2023
Q4 2022
|
Atlas Private Wealth Management
|
BUY
|
- |
31.4K+ 43.71% |
$2.53M - $2.56M
|
103K
$8.48M
|