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 13, 2023
Q4 2022
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
31KNew |
$2.5M - $2.53M
|
31K
$2.54M
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
30.9K+ 28.31% |
$2.49M - $2.52M
|
140K
$11.5M
|
|
Feb 22, 2023
Q4 2022
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
30.4KNew |
$2.45M - $2.47M
|
30.4K
$2.49M
|
|
Jan 20, 2023
Q4 2022
|
G&S Capital LLC
|
BUY
|
- |
30.3K+ 16.13% |
$2.44M - $2.47M
|
218K
$17.9M
|
|
Jan 31, 2023
Q4 2022
|
Leuthold Group, LLC
|
BUY
|
- |
30.1K+ 33.81% |
$2.43M - $2.46M
|
119K
$9.78M
|
|
Feb 08, 2023
Q4 2022
|
Russell Investments Group, Ltd.
|
BUY
|
- |
30KNew |
$2.42M - $2.45M
|
30K
$2.46M
|
|
Feb 07, 2023
Q4 2022
|
Brio Consultants, LLC
|
BUY
|
- |
29.8K+ 15.5% |
$2.41M - $2.43M
|
222K
$18.2M
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
29.5K+ 43.38% |
$2.38M - $2.4M
|
97.5K
$8M
|
|
Jan 19, 2023
Q4 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
29.1KNew |
$2.35M - $2.37M
|
29.1K
$2.39M
|
|
Jan 27, 2023
Q4 2022
|
Welch Group, LLC
|
BUY
|
- |
29.1KNew |
$2.34M - $2.37M
|
29.1K
$2.39M
|
|
Feb 09, 2023
Q4 2022
|
Xml Financial, LLC
|
BUY
|
- |
28.2KNew |
$2.28M - $2.3M
|
28.2K
$2.32M
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
27.9K+ 27.7% |
$2.25M - $2.27M
|
128K
$10.5M
|
|
Feb 02, 2023
Q4 2022
|
Neirg Wealth Management, LLC
|
BUY
|
- |
27.8K+ 6.91% |
$2.24M - $2.27M
|
430K
$35.3M
|
|
Jan 19, 2023
Q4 2022
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
27.5K+ 2746900.0% |
$2.21M - $2.24M
|
27.5K
$2.25M
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
27.3K+ 10.33% |
$2.2M - $2.23M
|
292K
$23.9M
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
27.2K+ 66.6% |
$2.19M - $2.21M
|
67.9K
$5.57M
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
26.5K+ 21.2% |
$2.13M - $2.16M
|
151K
$12.4M
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
25.4K+ 50.41% |
$2.05M - $2.07M
|
75.8K
$6.22M
|
|
Feb 14, 2023
Q4 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
25.2K+ 159.38% |
$2.03M - $2.06M
|
41.1K
$3.37M
|
|
Apr 10, 2023
Q4 2022
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
25.2KNew |
$2.03M - $2.05M
|
25.2K
$2.07M
|
|
Jan 23, 2023
Q4 2022
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
24.8KNew |
$2M - $2.02M
|
24.8K
$2.04M
|
|
Feb 09, 2023
Q4 2022
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
24.8K+ 33.58% |
$2M - $2.02M
|
98.5K
$8.08M
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
24.6K+ 72.52% |
$1.98M - $2M
|
58.5K
$4.8M
|
|
Feb 14, 2023
Q4 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
24.4K+ 82.15% |
$1.97M - $1.99M
|
54.1K
$4.44M
|
|
Feb 14, 2023
Q4 2022
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
24.1K+ 16.86% |
$1.94M - $1.97M
|
167K
$13.7M
|
|
Feb 13, 2023
Q4 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
24.1K+ 227.08% |
$1.94M - $1.96M
|
34.6K
$2.84M
|
|
Feb 10, 2023
Q4 2022
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
23.9KNew |
$1.93M - $1.95M
|
23.9K
$1.96M
|
|
Feb 07, 2023
Q4 2022
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
23.1K+ 13.83% |
$1.87M - $1.89M
|
190K
$15.6M
|
|
Jan 27, 2023
Q4 2022
|
Tkg Advisors, LLC
|
BUY
|
- |
23.1K+ 19.96% |
$1.86M - $1.89M
|
139K
$11.4M
|
|
Feb 13, 2023
Q4 2022
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
23KNew |
$1.86M - $1.88M
|
23K
$1.89M
|
|
Feb 07, 2023
Q4 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
22.9K+ 6.58% |
$1.85M - $1.87M
|
371K
$30.4M
|
|
Jan 25, 2023
Q4 2022
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
22KNew |
$1.77M - $1.79M
|
22K
$1.8M
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
22K+ 40.07% |
$1.77M - $1.79M
|
76.7K
$6.29M
|
|
Feb 16, 2023
Q4 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
21.6K+ 36.82% |
$1.74M - $1.76M
|
80.4K
$6.6M
|
|
Feb 14, 2023
Q4 2022
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
21.2K+ 15.71% |
$1.71M - $1.73M
|
156K
$12.8M
|
|
Feb 14, 2023
Q4 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
20.8KNew |
$1.68M - $1.7M
|
20.8K
$1.71M
|
|
Feb 03, 2023
Q4 2022
|
Smith, Salley & Associates
|
BUY
|
- |
20.7KNew |
$1.67M - $1.69M
|
20.7K
$1.7M
|
|
Feb 08, 2023
Q4 2022
|
One Day In July LLC
|
BUY
|
- |
20.6K+ 79.51% |
$1.66M - $1.68M
|
46.6K
$3.82M
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
20.4K+ 4.82% |
$1.64M - $1.66M
|
443K
$36.3M
|
|
Feb 03, 2023
Q4 2022
|
American Investment Services, Inc.
|
BUY
|
- |
20.2K+ 62.04% |
$1.63M - $1.65M
|
52.8K
$4.33M
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
19.6K+ 1.58% |
$1.58M - $1.6M
|
1.26M
$103M
|
|
Jan 31, 2023
Q4 2022
|
Atwood & Palmer Inc
|
BUY
|
- |
19.5K+ 10.81% |
$1.57M - $1.59M
|
200K
$16.4M
|
|
Feb 07, 2023
Q4 2022
|
My Legacy Advisors, LLC
|
BUY
|
- |
19.4KNew |
$1.57M - $1.59M
|
19.4K
$1.59M
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
19.4K+ 10.47% |
$1.57M - $1.58M
|
205K
$16.8M
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
BUY
|
- |
18.3K+ 235.73% |
$1.48M - $1.49M
|
26.1K
$2.14M
|
|
Jan 06, 2023
Q4 2022
|
Symmetry Partners, LLC
|
BUY
|
- |
17.7K+ 63.23% |
$1.43M - $1.45M
|
45.8K
$3.76M
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
17.4K+ 11.92% |
$1.41M - $1.42M
|
164K
$13.4M
|
|
Feb 24, 2023
Q4 2022
|
Natixis
Paris, I0 |
BUY
|
- |
17.2KNew |
$1.39M - $1.41M
|
17.2K
$1.41M
|
|
Feb 14, 2023
Q4 2022
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
16.3KNew |
$1.32M - $1.33M
|
16.3K
$1.34M
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
16.1K+ 8.36% |
$1.3M - $1.31M
|
208K
$17.1M
|