Purchases and Sales Made in Q3 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 Q3 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 17, 2023
Q3 2022
|
Old National Bancorp
|
BUY
|
- |
1+ 0.0% |
$81 - $83.1
|
57.3K
$4.7M
|
|
|
Nov 08, 2022
Q3 2022
|
Rmr Wealth Builders
|
BUY
|
- |
1+ 0.0% |
$81 - $83.1
|
28K
$2.3M
|
|
|
Oct 21, 2022
Q3 2022
|
Provence Wealth Management Group
|
BUY
|
- |
1+ 0.02% |
$81 - $83.1
|
6.57K
$539K
|
|
|
Nov 07, 2022
Q3 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
1+ 0.1% |
$81 - $83.1
|
1K
$82.3K
|
|
|
Oct 12, 2022
Q3 2022
|
Evanson Asset Management, LLC
|
SELL
|
- |
-3- 0.06% |
$243 - $249
|
5.33K
$437K
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-9- 0.16% |
$729 - $748
|
5.63K
$462K
|
|
|
Feb 13, 2024
Q3 2022
|
United Community Bank
Greenville, SC |
SELL
|
- |
-10- 0.16% |
$810 - $831
|
6.3K
$517K
|
|
|
Oct 11, 2022
Q3 2022
|
Novare Capital Management LLC
|
SELL
|
- |
-11- 0.03% |
$891 - $914
|
35.5K
$2.92M
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-13- 0.54% |
$1.05K - $1.08K
|
2.39K
$196K
|
|
|
Nov 14, 2022
Q3 2022
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-16- 0.05% |
$1.3K - $1.33K
|
33.6K
$2.76M
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-17Closed |
$1.38K - $1.41K
|
0
$0
|
|
|
Oct 21, 2022
Q3 2022
|
Unconventional Investor, LLC
|
SELL
|
- |
-21- 0.55% |
$1.7K - $1.74K
|
3.77K
$310K
|
|
|
Oct 28, 2022
Q3 2022
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-25- 1.38% |
$2.03K - $2.08K
|
1.78K
$146K
|
|
|
Nov 09, 2022
Q3 2022
|
Hallmark Capital Management Inc
|
SELL
|
- |
-25- 0.92% |
$2.03K - $2.08K
|
2.71K
$222K
|
|
|
Nov 01, 2022
Q3 2022
|
Kingfisher Capital LLC
|
SELL
|
- |
-26- 0.23% |
$2.11K - $2.16K
|
11.1K
$913K
|
|
|
Oct 20, 2022
Q3 2022
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-27- 0.44% |
$2.19K - $2.24K
|
6.05K
$497K
|
|
|
Nov 03, 2022
Q3 2022
|
Regions Financial Corp
|
SELL
|
- |
-28- 0.16% |
$2.27K - $2.33K
|
18K
$1.48M
|
|
|
Oct 24, 2022
Q3 2022
|
Bank Of New Hampshire
|
SELL
|
- |
-31- 2.07% |
$2.51K - $2.57K
|
1.47K
$120K
|
|
|
Nov 21, 2022
Q3 2022
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-34- 0.08% |
$2.76K - $2.82K
|
40.6K
$3.33M
|
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-34- 0.06% |
$2.76K - $2.82K
|
56.8K
$4.67M
|
|
|
Nov 14, 2022
Q3 2022
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-35- 6.24% |
$2.84K - $2.91K
|
526
$43.2K
|
|
|
Nov 04, 2022
Q3 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-36- 0.94% |
$2.92K - $2.99K
|
3.8K
$312K
|
|
|
Nov 04, 2022
Q3 2022
|
Independent Advisor Alliance
|
SELL
|
- |
-37- 0.66% |
$3K - $3.07K
|
5.58K
$458K
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
SELL
|
- |
-44- 39.29% |
$3.57K - $3.65K
|
68
$5.59K
|
|
|
Oct 31, 2022
Q3 2022
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-47- 0.66% |
$3.81K - $3.9K
|
7.1K
$583K
|
|
|
Oct 13, 2022
Q3 2022
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-50- 10.0% |
$4.05K - $4.15K
|
450
$37K
|
|
|
Nov 14, 2022
Q3 2022
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-56- 1.68% |
$4.54K - $4.65K
|
3.28K
$269K
|
|
|
Nov 14, 2022
Q3 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-60- 0.22% |
$4.86K - $4.98K
|
26.9K
$2.21M
|
|
|
Dec 19, 2024
Q3 2022
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-67Closed |
$5.43K - $5.57K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-70- 2.11% |
$5.67K - $5.81K
|
3.25K
$267K
|
|
|
Nov 14, 2022
Q3 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-74- 0.95% |
$6K - $6.15K
|
7.69K
$631K
|
|
|
Oct 12, 2022
Q3 2022
|
Sns Financial Group, LLC
|
SELL
|
- |
-86- 2.49% |
$6.97K - $7.14K
|
3.37K
$276K
|
|
|
Oct 24, 2022
Q3 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-87- 1.34% |
$7.05K - $7.23K
|
6.41K
$526K
|
|
|
Nov 14, 2022
Q3 2022
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-88- 0.81% |
$7.13K - $7.31K
|
10.7K
$880K
|
|
|
Nov 09, 2022
Q3 2022
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-91- 0.32% |
$7.37K - $7.56K
|
28.6K
$2.35M
|
|
|
Oct 18, 2022
Q3 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-100- 34.25% |
$8.1K - $8.31K
|
192
$15.8K
|
|
|
Oct 28, 2022
Q3 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-123- 18.58% |
$9.97K - $10.2K
|
539
$44.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-125- 99.21% |
$10.1K - $10.4K
|
1
$82.1
|
|
|
Nov 21, 2022
Q3 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-126- 1.06% |
$10.2K - $10.5K
|
11.8K
$966K
|
|
|
Nov 08, 2022
Q3 2022
|
Wms Partners, LLC
|
SELL
|
- |
-131- 4.29% |
$10.6K - $10.9K
|
2.93K
$240K
|
|
|
Oct 27, 2022
Q3 2022
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-135- 1.31% |
$10.9K - $11.2K
|
10.1K
$832K
|
|
|
Oct 17, 2022
Q3 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-140- 0.97% |
$11.3K - $11.6K
|
14.3K
$1.18M
|
|
|
Oct 14, 2022
Q3 2022
|
Danda Trouve Investment Management, Inc.
|
SELL
|
- |
-142- 1.82% |
$11.5K - $11.8K
|
7.67K
$630K
|
|
|
Oct 20, 2022
Q3 2022
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-144- 3.26% |
$11.7K - $12K
|
4.27K
$351K
|
|
|
Oct 27, 2022
Q3 2022
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-146- 2.47% |
$11.8K - $12.1K
|
5.76K
$473K
|
|
|
Nov 07, 2022
Q3 2022
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-157- 4.3% |
$12.7K - $13K
|
3.49K
$287K
|
|
|
Nov 10, 2022
Q3 2022
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-160- 3.04% |
$13K - $13.3K
|
5.11K
$420K
|
|
|
Oct 26, 2022
Q3 2022
|
Gibraltar Capital Management, Inc.
|
SELL
|
- |
-162- 3.5% |
$13.1K - $13.5K
|
4.47K
$367K
|
|
|
Nov 14, 2022
Q3 2022
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-172- 2.74% |
$13.9K - $14.3K
|
6.12K
$502K
|
|
|
Oct 21, 2022
Q3 2022
|
High Mark Wealth Management LLC
|
SELL
|
- |
-172- 0.79% |
$13.9K - $14.3K
|
21.5K
$1.77M
|