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
|
Cooper Financial Group
|
BUY
|
- |
15.8KNew |
$1.27M - $1.28M
|
15.8K
$1.29M
|
|
|
Feb 06, 2023
Q4 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
15.7KNew |
$1.27M - $1.28M
|
15.7K
$1.29M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
15.4K+ 22.16% |
$1.24M - $1.26M
|
84.9K
$6.96M
|
|
|
Feb 13, 2023
Q4 2022
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
15.3K+ 49.78% |
$1.23M - $1.25M
|
46K
$3.78M
|
|
|
Jan 30, 2023
Q4 2022
|
Waterfront Wealth Inc.
|
BUY
|
- |
15.2KNew |
$1.23M - $1.24M
|
15.2K
$1.25M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
15.1KNew |
$1.22M - $1.23M
|
15.1K
$1.24M
|
|
|
Feb 14, 2023
Q4 2022
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
14.9K+ 3.3% |
$1.2M - $1.21M
|
465K
$38.1M
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
14.8K+ 10.44% |
$1.19M - $1.2M
|
156K
$12.8M
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
14.6K+ 28.5% |
$1.18M - $1.19M
|
65.9K
$5.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
14.4K+ 412.62% |
$1.16M - $1.18M
|
17.9K
$1.47M
|
|
|
Jan 23, 2023
Q4 2022
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
14.3K+ 8.93% |
$1.15M - $1.17M
|
174K
$14.3M
|
|
|
Jan 25, 2023
Q4 2022
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
14.3KNew |
$1.15M - $1.17M
|
14.3K
$1.17M
|
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
14.3K+ 74.73% |
$1.15M - $1.17M
|
33.4K
$2.74M
|
|
|
Jan 12, 2023
Q4 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
14.2K+ 314.62% |
$1.15M - $1.16M
|
18.7K
$1.54M
|
|
|
Feb 13, 2023
Q4 2022
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
13.7K+ 12.74% |
$1.1M - $1.11M
|
121K
$9.91M
|
|
|
Jan 25, 2023
Q4 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
13.6K+ 65.46% |
$1.1M - $1.11M
|
34.4K
$2.82M
|
|
|
Jan 11, 2023
Q4 2022
|
First Citizens Financial Corp
|
BUY
|
- |
13.5KNew |
$1.09M - $1.1M
|
13.5K
$1.11M
|
|
|
Jan 31, 2023
Q4 2022
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
13KNew |
$1.05M - $1.06M
|
13K
$1.06M
|
|
|
Feb 10, 2023
Q4 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
13K+ 22.33% |
$1.04M - $1.06M
|
71K
$5.82M
|
|
|
Nov 13, 2023
Q4 2022
|
Hancock Whitney Corp
|
BUY
|
- |
12.8K+ 111.84% |
$1.03M - $1.04M
|
24.2K
$1.98M
|
|
|
Jan 26, 2023
Q4 2022
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
12.7K+ 12.79% |
$1.02M - $1.03M
|
112K
$9.15M
|
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
12.5K+ 13.01% |
$1.01M - $1.02M
|
109K
$8.94M
|
|
|
Feb 14, 2023
Q4 2022
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
12.4KNew |
$997K - $1.01M
|
12.4K
$1.01M
|
|
|
Feb 14, 2023
Q4 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
12.3KNew |
$993K - $1M
|
12.3K
$1.01M
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
12.2KNew |
$985K - $996K
|
12.2K
$1M
|
|
|
Feb 10, 2023
Q4 2022
|
New South Capital Management Inc
Memphis, TN |
BUY
|
- |
12.2K+ 129.77% |
$984K - $995K
|
21.6K
$1.77M
|
|
|
Jan 20, 2023
Q4 2022
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
12.1K+ 30.89% |
$977K - $988K
|
51.3K
$4.21M
|
|
|
Jan 13, 2023
Q4 2022
|
3 Edge Asset Management, LP
|
BUY
|
- |
12.1K+ 127.38% |
$976K - $987K
|
21.6K
$1.77M
|
|
|
Feb 09, 2023
Q4 2022
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
12.1KNew |
$976K - $987K
|
12.1K
$993K
|
|
|
Feb 14, 2023
Q4 2022
|
Hunting Hill Global Capital, LLC
New York, NY |
BUY
|
- |
12KNew |
$967K - $978K
|
12K
$984K
|
|
|
Jan 25, 2023
Q4 2022
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
11.8KNew |
$951K - $961K
|
11.8K
$967K
|
|
|
Feb 21, 2023
Q4 2022
|
Alamar Capital Management, LLC
|
BUY
|
- |
11.6KNew |
$932K - $943K
|
11.6K
$949K
|
|
|
Jan 27, 2023
Q4 2022
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
11.5K+ 5.35% |
$927K - $938K
|
227K
$18.6M
|
|
|
May 17, 2023
Q4 2022
|
Zhang Financial LLC
|
BUY
|
- |
11.5K+ 41.75% |
$923K - $934K
|
38.9K
$3.19M
|
|
|
Feb 06, 2023
Q4 2022
|
Rollins Financial
|
BUY
|
- |
11.4K+ 223.61% |
$923K - $933K
|
16.6K
$1.36M
|
|
|
Jan 11, 2023
Q4 2022
|
Community Trust & Investment CO
|
BUY
|
- |
11.2KNew |
$905K - $916K
|
11.2K
$921K
|
|
|
Jan 18, 2023
Q4 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
11.2KNew |
$904K - $915K
|
11.2K
$920K
|
|
|
Jan 17, 2023
Q4 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
11.1K+ 51.19% |
$896K - $906K
|
32.8K
$2.69M
|
|
|
Feb 01, 2023
Q4 2022
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
11K+ 29.42% |
$887K - $897K
|
48.4K
$3.97M
|
|
|
Jan 09, 2023
Q4 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
10.9K+ 15.37% |
$881K - $891K
|
82K
$6.73M
|
|
|
Feb 07, 2023
Q4 2022
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
10.8KNew |
$873K - $883K
|
10.8K
$889K
|
|
|
Jan 10, 2023
Q4 2022
|
Apella Capital, LLC
|
BUY
|
- |
10.7K+ 23.97% |
$865K - $875K
|
55.5K
$4.55M
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
10.5K+ 17.33% |
$849K - $859K
|
71.3K
$5.85M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
10.4K+ 94.6% |
$839K - $849K
|
21.4K
$1.76M
|
|
|
Feb 13, 2023
Q4 2022
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
10.3KNew |
$831K - $840K
|
10.3K
$846K
|
|
|
Feb 14, 2023
Q4 2022
|
Mainstay Capital Management LLC
|
BUY
|
- |
10.3K+ 34.08% |
$831K - $840K
|
40.6K
$3.33M
|
|
|
Feb 14, 2023
Q4 2022
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
10.3KNew |
$829K - $838K
|
10.3K
$843K
|
|
|
Feb 02, 2023
Q4 2022
|
First National Trust CO
|
BUY
|
- |
10.3K+ 287.11% |
$826K - $836K
|
13.8K
$1.13M
|
|
|
Jan 25, 2023
Q4 2022
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
10.2KNew |
$820K - $829K
|
10.2K
$835K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
9.97K+ 20.99% |
$804K - $813K
|
57.5K
$4.72M
|