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 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
6.33K+ 43.63% |
$510K - $516K
|
20.8K
$1.71M
|
|
|
Feb 14, 2023
Q4 2022
|
Fwl Investment Management, LLC
|
BUY
|
- |
6.27K+ 65.04% |
$505K - $511K
|
15.9K
$1.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
6.13K+ 158.43% |
$494K - $500K
|
10K
$820K
|
|
|
Jan 20, 2023
Q4 2022
|
Straight Path Wealth Management
|
BUY
|
- |
6.09K+ 108.75% |
$491K - $496K
|
11.7K
$959K
|
|
|
Feb 14, 2023
Q4 2022
|
Momentum Advisors, LLC
|
BUY
|
- |
5.84KNew |
$471K - $476K
|
5.84K
$479K
|
|
|
Jan 09, 2023
Q4 2022
|
Trust CO
|
BUY
|
- |
5.84KNew |
$471K - $476K
|
5.84K
$479K
|
|
|
Jan 13, 2023
Q4 2022
|
Ballew Advisors, Inc
|
BUY
|
- |
5.79KNew |
$467K - $472K
|
5.79K
$475K
|
|
|
Jan 18, 2023
Q4 2022
|
Strong Box Wealth, LLC
|
BUY
|
- |
5.77K+ 12.99% |
$465K - $470K
|
50.2K
$4.11M
|
|
|
Feb 15, 2023
Q4 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
5.73K+ 5.04% |
$462K - $467K
|
119K
$9.79M
|
|
|
Feb 03, 2023
Q4 2022
|
Dubuque Bank & Trust CO
|
BUY
|
- |
5.71K+ 3.79% |
$460K - $466K
|
156K
$12.8M
|
|
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
5.55KNew |
$447K - $452K
|
5.55K
$455K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.43KNew |
$438K - $443K
|
5.43K
$446K
|
|
|
Feb 01, 2023
Q4 2022
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
5.36K+ 56.08% |
$432K - $437K
|
14.9K
$1.22M
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
5.33K+ 248.23% |
$429K - $434K
|
7.47K
$613K
|
|
|
Apr 24, 2023
Q4 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
5.25K+ 47.02% |
$423K - $428K
|
16.4K
$1.35M
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
5.22K+ 88.81% |
$421K - $426K
|
11.1K
$911K
|
|
|
Feb 13, 2023
Q4 2022
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
5.2K+ 0.65% |
$419K - $424K
|
804K
$65.9M
|
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
BUY
|
- |
5.14KNew |
$414K - $419K
|
5.14K
$422K
|
|
|
Feb 13, 2023
Q4 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
5.06K+ 55.08% |
$408K - $413K
|
14.3K
$1.17M
|
|
|
Feb 07, 2023
Q4 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
4.92K+ 254.08% |
$397K - $401K
|
6.86K
$563K
|
|
|
Feb 13, 2023
Q4 2022
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
4.91KNew |
$395K - $400K
|
4.91K
$402K
|
|
|
Jan 25, 2023
Q4 2022
|
Lake Street Financial LLC
|
BUY
|
- |
4.9KNew |
$395K - $400K
|
4.9K
$402K
|
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
4.8K+ 12.67% |
$387K - $391K
|
42.7K
$3.5M
|
|
|
Feb 15, 2023
Q4 2022
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
4.79K+ 6.76% |
$386K - $390K
|
75.6K
$6.2M
|
|
|
Feb 08, 2023
Q4 2022
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
4.78KNew |
$386K - $390K
|
4.78K
$392K
|
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
4.76KNew |
$383K - $388K
|
4.76K
$390K
|
|
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
4.7K+ 154.13% |
$379K - $383K
|
7.75K
$636K
|
|
|
Feb 15, 2023
Q4 2022
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
4.68KNew |
$377K - $382K
|
4.68K
$384K
|
|
|
Jan 25, 2023
Q4 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
4.65KNew |
$375K - $379K
|
4.65K
$382K
|
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
BUY
|
- |
4.59K+ 27.61% |
$370K - $374K
|
21.2K
$1.74M
|
|
|
Feb 14, 2023
Q4 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
4.52K+ 3.59% |
$364K - $369K
|
130K
$10.7M
|
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
BUY
|
- |
4.51K+ 5.48% |
$364K - $368K
|
86.8K
$7.12M
|
|
|
Feb 13, 2023
Q4 2022
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
4.44KNew |
$358K - $362K
|
4.44K
$364K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
4.43KNew |
$357K - $361K
|
4.43K
$363K
|
|
|
Jan 27, 2023
Q4 2022
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
4.34K+ 11.16% |
$350K - $354K
|
43.2K
$3.55M
|
|
|
Feb 14, 2023
Q4 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
4.29KNew |
$346K - $350K
|
4.29K
$352K
|
|
|
Feb 01, 2023
Q4 2022
|
Barber Financial Group, Inc.
|
BUY
|
- |
4.28K+ 29.38% |
$345K - $349K
|
18.8K
$1.55M
|
|
|
Feb 09, 2023
Q4 2022
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
4.18KNew |
$337K - $341K
|
4.18K
$343K
|
|
|
Apr 10, 2023
Q4 2022
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
4.18KNew |
$337K - $341K
|
4.18K
$343K
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
4.16K+ 376.04% |
$335K - $339K
|
5.27K
$432K
|
|
|
Jan 03, 2023
Q4 2022
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
4.16K+ 59.72% |
$335K - $339K
|
11.1K
$912K
|
|
|
Jan 19, 2023
Q4 2022
|
Investment Advisory Group, LLC
|
BUY
|
- |
4.13K+ 30.54% |
$333K - $336K
|
17.6K
$1.45M
|
|
|
Feb 13, 2023
Q4 2022
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.1KNew |
$330K - $334K
|
4.1K
$336K
|
|
|
Feb 07, 2023
Q4 2022
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
4.06KNew |
$327K - $331K
|
4.06K
$333K
|
|
|
Jan 24, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3.99KNew |
$321K - $325K
|
3.99K
$327K
|
|
|
Jun 09, 2023
Q4 2022
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
3.98K+ 109.13% |
$321K - $324K
|
7.63K
$626K
|
|
|
Jan 19, 2023
Q4 2022
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
3.95K+ 13.72% |
$318K - $322K
|
32.7K
$2.68M
|
|
|
Jan 13, 2023
Q4 2022
|
Savior LLC
|
BUY
|
- |
3.92K+ 197.43% |
$316K - $320K
|
5.91K
$485K
|
|
|
Aug 18, 2023
Q4 2022
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
3.91K+ 13.32% |
$315K - $318K
|
33.2K
$2.73M
|
|
|
Feb 14, 2023
Q4 2022
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
3.9K+ 97400.0% |
$314K - $318K
|
3.9K
$320K
|