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
|
Stokes Family Office, LLC
|
BUY
|
- |
2.5KNew |
$202K - $204K
|
2.5K
$205K
|
|
Feb 02, 2023
Q4 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.48K+ 25.97% |
$200K - $202K
|
12K
$987K
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.48K+ 2.17% |
$200K - $202K
|
117K
$9.57M
|
|
Feb 02, 2023
Q4 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2.48KNew |
$200K - $202K
|
2.48K
$203K
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.38K+ 38.74% |
$192K - $194K
|
8.52K
$699K
|
|
Jan 31, 2023
Q4 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
2.34K+ 2.27% |
$189K - $191K
|
106K
$8.67M
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
BUY
|
- |
2.31K+ 37.72% |
$187K - $189K
|
8.45K
$693K
|
|
Jan 25, 2023
Q4 2022
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
2.22K+ 3.68% |
$179K - $181K
|
62.6K
$5.14M
|
|
Feb 06, 2023
Q4 2022
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
2.2K+ 6.79% |
$178K - $180K
|
34.7K
$2.84M
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
2.11KNew |
$170K - $172K
|
2.11K
$173K
|
|
Feb 02, 2023
Q4 2022
|
Provence Wealth Management Group
|
BUY
|
- |
2.03K+ 30.91% |
$164K - $165K
|
8.6K
$705K
|
|
Feb 09, 2023
Q4 2022
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
2K+ 1.84% |
$161K - $163K
|
111K
$9.09M
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
1.95K+ 41.77% |
$157K - $159K
|
6.62K
$543K
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.89K+ 27.58% |
$153K - $154K
|
8.76K
$718K
|
|
Feb 13, 2023
Q4 2022
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
1.88K+ 57.44% |
$152K - $154K
|
5.16K
$424K
|
|
Feb 02, 2023
Q4 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
1.85K+ 20.12% |
$149K - $151K
|
11K
$905K
|
|
Jan 24, 2023
Q4 2022
|
Caprin Asset Management LLC
Henrico, VA |
BUY
|
- |
1.85KNew |
$149K - $150K
|
1.85K
$151K
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
1.82K+ 0.44% |
$146K - $148K
|
419K
$34.3M
|
|
Feb 09, 2023
Q4 2022
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1.74K+ 1.51% |
$141K - $142K
|
117K
$9.62M
|
|
Feb 07, 2023
Q4 2022
|
Zeit Capital LLC
|
BUY
|
- |
1.74KNew |
$140K - $141K
|
1.74K
$142K
|
|
Feb 07, 2023
Q4 2022
|
Dakota Wealth Management
|
BUY
|
- |
1.73K+ 1.32% |
$139K - $141K
|
133K
$10.9M
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
1.68K+ 58.53% |
$135K - $137K
|
4.55K
$373K
|
|
Feb 07, 2023
Q4 2022
|
Starfox Financial Services, LLC
The Woodlands, TX |
BUY
|
- |
1.65K+ 1.29% |
$133K - $134K
|
130K
$10.6M
|
|
Feb 14, 2023
Q4 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
1.65K+ 9.9% |
$133K - $134K
|
18.3K
$1.5M
|
|
Jan 30, 2023
Q4 2022
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
1.63K+ 38.52% |
$132K - $133K
|
5.88K
$482K
|
|
Feb 07, 2023
Q4 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.6K+ 7.83% |
$129K - $130K
|
22K
$1.8M
|
|
Feb 06, 2023
Q4 2022
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
1.57KNew |
$127K - $128K
|
1.57K
$129K
|
|
Feb 14, 2023
Q4 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.57K+ 1.54% |
$126K - $128K
|
103K
$8.47M
|
|
Jan 11, 2023
Q4 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1.55K+ 52.69% |
$125K - $126K
|
4.49K
$368K
|
|
Jan 19, 2023
Q4 2022
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
1.54K+ 4.24% |
$124K - $126K
|
37.9K
$3.11M
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.52K+ 21.64% |
$123K - $124K
|
8.57K
$703K
|
|
Jan 23, 2023
Q4 2022
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.49K+ 12.6% |
$120K - $121K
|
13.3K
$1.09M
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.47K+ 2.59% |
$118K - $120K
|
58.3K
$4.78M
|
|
Feb 08, 2023
Q4 2022
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
1.41K+ 3.53% |
$114K - $115K
|
41.3K
$3.39M
|
|
Jan 05, 2023
Q4 2022
|
Optimum Investment Advisors
|
BUY
|
- |
1.41K+ 21.99% |
$114K - $115K
|
7.82K
$641K
|
|
Feb 02, 2023
Q4 2022
|
180 Wealth Advisors, LLC
|
BUY
|
- |
1.41K+ 13.74% |
$113K - $115K
|
11.7K
$956K
|
|
Feb 02, 2023
Q4 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.41K+ 6.02% |
$113K - $115K
|
24.8K
$2.03M
|
|
Jan 18, 2023
Q4 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1.38KNew |
$111K - $112K
|
1.38K
$113K
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.32KNew |
$106K - $108K
|
1.32K
$108K
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.32K+ 22.78% |
$106K - $107K
|
7.11K
$583K
|
|
Jul 10, 2024
Q4 2022
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
1.26K+ 34.24% |
$102K - $103K
|
4.95K
$406K
|
|
Feb 14, 2023
Q4 2022
|
Vontobel Holding Ltd.
|
BUY
|
- |
1.23K+ 19.86% |
$99.4K - $101K
|
7.44K
$610K
|
|
Feb 10, 2023
Q4 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
1.23K+ 362.35% |
$99.3K - $100K
|
1.57K
$129K
|
|
Feb 13, 2023
Q4 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.22K+ 31.95% |
$98.2K - $99.3K
|
5.03K
$413K
|
|
Jan 20, 2023
Q4 2022
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
1.2K+ 0.56% |
$97K - $98.1K
|
216K
$17.7M
|
|
Jan 31, 2023
Q4 2022
|
Autumn Glory Partners, LLC
|
BUY
|
- |
1.17K+ 33.57% |
$94.1K - $95.2K
|
4.65K
$381K
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.16KNew |
$93.5K - $94.6K
|
1.16K
$95.2K
|
|
Jan 18, 2023
Q4 2022
|
Crew Capital Management, Ltd.
|
BUY
|
- |
1.14K+ 19.76% |
$91.7K - $92.8K
|
6.9K
$566K
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1.14K+ 354.69% |
$91.5K - $92.5K
|
1.46K
$119K
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1.12K+ 46.83% |
$90K - $91.1K
|
3.5K
$287K
|