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 02, 2023
Q4 2022
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
3.76KNew |
$303K - $307K
|
3.76K
$309K
|
|
|
Feb 15, 2023
Q4 2022
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
3.76K+ 55.83% |
$303K - $307K
|
10.5K
$861K
|
|
|
Feb 10, 2023
Q4 2022
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
3.76KNew |
$303K - $306K
|
3.76K
$308K
|
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
3.74K+ 13.43% |
$301K - $305K
|
31.6K
$2.59M
|
|
|
Feb 10, 2023
Q4 2022
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
3.7KNew |
$298K - $302K
|
3.7K
$304K
|
|
|
Jan 12, 2023
Q4 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
3.66KNew |
$295K - $298K
|
3.66K
$300K
|
|
|
Jan 09, 2023
Q4 2022
|
Weaver Consulting Group
|
BUY
|
- |
3.64K+ 28.33% |
$294K - $297K
|
16.5K
$1.35M
|
|
|
Feb 01, 2023
Q4 2022
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
3.63K+ 7.2% |
$293K - $296K
|
54.1K
$4.44M
|
|
|
Jan 18, 2023
Q4 2022
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
3.61KNew |
$291K - $295K
|
3.61K
$296K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
3.6K+ 87.02% |
$290K - $293K
|
7.74K
$635K
|
|
|
Jan 31, 2023
Q4 2022
|
Fifth Third Securities, Inc.
|
BUY
|
- |
3.54K+ 7.07% |
$285K - $289K
|
53.6K
$4.4M
|
|
|
Jan 19, 2023
Q4 2022
|
Alhambra Investment Partners LLC
|
BUY
|
- |
3.52K+ 27.78% |
$284K - $287K
|
16.2K
$1.33M
|
|
|
Feb 14, 2023
Q4 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.46K+ 4.74% |
$279K - $282K
|
76.5K
$6.27M
|
|
|
Feb 09, 2023
Q4 2022
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
3.42K+ 1.83% |
$276K - $279K
|
190K
$15.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
3.39KNew |
$273K - $276K
|
3.39K
$278K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
3.33K+ 45.84% |
$268K - $271K
|
10.6K
$869K
|
|
|
Jan 23, 2023
Q4 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
3.31K+ 16.79% |
$267K - $270K
|
23K
$1.89M
|
|
|
Jan 17, 2023
Q4 2022
|
Lvz, Inc.
|
BUY
|
- |
3.22KNew |
$260K - $263K
|
3.22K
$264K
|
|
|
Feb 13, 2023
Q4 2022
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
3.22K+ 50.23% |
$259K - $262K
|
9.62K
$789K
|
|
|
Jan 24, 2023
Q4 2022
|
Dock Street Asset Management Inc
|
BUY
|
- |
3.21K+ 4.14% |
$258K - $261K
|
80.6K
$6.61M
|
|
|
Jan 31, 2023
Q4 2022
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
3.2K+ 7.88% |
$258K - $261K
|
43.8K
$3.59M
|
|
|
Feb 07, 2023
Q4 2022
|
Family Firm, Inc.
|
BUY
|
- |
3.13K+ 12.69% |
$252K - $255K
|
27.8K
$2.28M
|
|
|
Feb 14, 2023
Q4 2022
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
3.13K+ 3.24% |
$252K - $255K
|
99.6K
$8.17M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
3.12K+ 59.24% |
$251K - $254K
|
8.37K
$687K
|
|
|
Feb 13, 2023
Q4 2022
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
3.11KNew |
$251K - $253K
|
3.11K
$255K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
3.05KNew |
$246K - $249K
|
3.05K
$250K
|
|
|
Jan 19, 2023
Q4 2022
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
3.04KNew |
$245K - $247K
|
3.04K
$249K
|
|
|
Feb 09, 2023
Q4 2022
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
3.03K+ 2.87% |
$245K - $247K
|
109K
$8.92M
|
|
|
Feb 03, 2023
Q4 2022
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
2.96K+ 11.64% |
$239K - $242K
|
28.4K
$2.33M
|
|
|
Jan 10, 2023
Q4 2022
|
Rda Financial Network
|
BUY
|
- |
2.87KNew |
$231K - $234K
|
2.87K
$235K
|
|
|
Feb 10, 2023
Q4 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.86KNew |
$230K - $233K
|
2.86K
$234K
|
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.86K+ 51.27% |
$230K - $233K
|
8.43K
$691K
|
|
|
Feb 10, 2023
Q4 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
2.84K+ 30.98% |
$229K - $231K
|
12K
$984K
|
|
|
Feb 13, 2023
Q4 2022
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
2.81KNew |
$226K - $229K
|
2.81K
$230K
|
|
|
Feb 09, 2023
Q4 2022
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
2.8KNew |
$226K - $228K
|
2.8K
$230K
|
|
|
Feb 15, 2023
Q4 2022
|
Wj Wealth Management, LLC
|
BUY
|
- |
2.8KNew |
$226K - $228K
|
2.8K
$230K
|
|
|
Jan 17, 2023
Q4 2022
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
2.77K+ 64.71% |
$224K - $226K
|
7.06K
$579K
|
|
|
Jan 23, 2023
Q4 2022
|
Defined Wealth Management, LLC
|
BUY
|
- |
2.75K+ 17.0% |
$222K - $225K
|
19K
$1.55M
|
|
|
Feb 14, 2023
Q4 2022
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
2.75K+ 91.67% |
$222K - $224K
|
5.75K
$472K
|
|
|
Jan 17, 2023
Q4 2022
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
2.64KNew |
$212K - $215K
|
2.64K
$216K
|
|
|
Feb 13, 2023
Q4 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
2.62KNew |
$211K - $214K
|
2.62K
$215K
|
|
|
Feb 09, 2023
Q4 2022
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
2.62KNew |
$211K - $213K
|
2.62K
$215K
|
|
|
Jan 25, 2023
Q4 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
2.6K+ 60.12% |
$209K - $212K
|
6.92K
$568K
|
|
|
Feb 13, 2023
Q4 2022
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
2.55KNew |
$206K - $208K
|
2.55K
$209K
|
|
|
Jan 30, 2023
Q4 2022
|
Twele Capital Management, Inc.
|
BUY
|
- |
2.55K+ 8.37% |
$206K - $208K
|
33K
$2.71M
|
|
|
May 12, 2023
Q4 2022
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
2.54K+ 2.48% |
$205K - $207K
|
105K
$8.63M
|
|
|
Feb 08, 2023
Q4 2022
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
2.53KNew |
$204K - $206K
|
2.53K
$208K
|
|
|
Feb 08, 2023
Q4 2022
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
2.53KNew |
$204K - $206K
|
2.53K
$207K
|
|
|
Jan 19, 2023
Q4 2022
|
Chesley Taft & Associates LLC
|
BUY
|
- |
2.53K+ 77.72% |
$204K - $206K
|
5.78K
$474K
|
|
|
Feb 07, 2023
Q4 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.52KNew |
$203K - $205K
|
2.52K
$207K
|