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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-18.9K- 13.94% |
$1.53M - $1.57M
|
117K
$9.66M
|
|
|
Nov 14, 2022
Q3 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-19.5K- 6.3% |
$1.58M - $1.62M
|
289K
$23.9M
|
|
|
Nov 09, 2022
Q3 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-19.9K- 27.44% |
$1.61M - $1.65M
|
52.6K
$4.35M
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-20.9K- 23.13% |
$1.69M - $1.74M
|
69.5K
$5.74M
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-21.4K- 24.07% |
$1.73M - $1.78M
|
67.4K
$5.57M
|
|
|
Nov 10, 2022
Q3 2022
|
Quent Capital, LLC
|
SELL
|
- |
-21.6K- 9.84% |
$1.75M - $1.79M
|
198K
$16.3M
|
|
|
Nov 09, 2022
Q3 2022
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-23.6K- 64.0% |
$1.92M - $1.96M
|
13.3K
$1.1M
|
|
|
Nov 07, 2022
Q3 2022
|
South State Corp
|
SELL
|
- |
-23.8K- 5.5% |
$1.93M - $1.98M
|
409K
$33.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-24.4K- 49.51% |
$1.98M - $2.03M
|
24.9K
$2.06M
|
|
|
Oct 12, 2022
Q3 2022
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-24.4K- 5.73% |
$1.98M - $2.03M
|
401K
$33.2M
|
|
|
Oct 04, 2022
Q3 2022
|
Ubp Investment Advisors Sa
|
SELL
|
- |
-24.5K- 31.13% |
$1.99M - $2.04M
|
54.2K
$4.48M
|
|
|
Nov 07, 2022
Q3 2022
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-25.2K- 85.35% |
$2.04M - $2.09M
|
4.33K
$358K
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-25.5K- 73.47% |
$2.06M - $2.11M
|
9.19K
$760K
|
|
|
Nov 04, 2022
Q3 2022
|
Cx Institutional
|
SELL
|
- |
-27.4K- 24.95% |
$2.22M - $2.27M
|
82.3K
$6.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Arrow Investment Advisors, LLC
Laurel, MD |
SELL
|
- |
-27.4K- 26.26% |
$2.22M - $2.28M
|
77K
$6.37M
|
|
|
Nov 14, 2022
Q3 2022
|
M&T Bank Corp
|
SELL
|
- |
-27.5K- 6.13% |
$2.23M - $2.28M
|
421K
$34.8M
|
|
|
Nov 14, 2022
Q3 2022
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-27.6K- 3.03% |
$2.24M - $2.3M
|
885K
$73.2M
|
|
|
Nov 08, 2022
Q3 2022
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-27.8K- 87.25% |
$2.26M - $2.31M
|
4.07K
$336K
|
|
|
Oct 31, 2022
Q3 2022
|
James Investment Research Inc
|
SELL
|
- |
-28.2K- 12.36% |
$2.28M - $2.34M
|
200K
$16.5M
|
|
|
Oct 25, 2022
Q3 2022
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-28.5K- 59.06% |
$2.31M - $2.37M
|
19.8K
$1.64M
|
|
|
Nov 10, 2022
Q3 2022
|
Hilton Capital Management, LLC
|
SELL
|
- |
-28.6K- 3.75% |
$2.32M - $2.38M
|
735K
$60.8M
|
|
|
Nov 02, 2022
Q3 2022
|
Knowledge Leaders Capital, LLC
|
SELL
|
- |
-29.2K- 26.07% |
$2.37M - $2.43M
|
82.8K
$6.84M
|
|
|
Oct 24, 2022
Q3 2022
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-29.4K- 36.48% |
$2.38M - $2.44M
|
51.2K
$4.23M
|
|
|
Nov 04, 2022
Q3 2022
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-30.1K- 14.66% |
$2.44M - $2.5M
|
175K
$14.5M
|
|
|
Oct 12, 2022
Q3 2022
|
Donald L. Hagan, LLC
|
SELL
|
- |
-31.3K- 46.93% |
$2.53M - $2.6M
|
35.4K
$2.92M
|
|
|
Oct 18, 2022
Q3 2022
|
Apeiron Ria LLC
|
SELL
|
- |
-33.9K- 91.4% |
$2.75M - $2.82M
|
3.2K
$264K
|
|
|
Nov 10, 2022
Q3 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-34.1K- 34.17% |
$2.76M - $2.83M
|
65.7K
$5.43M
|
|
|
Dec 11, 2023
Q3 2022
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-34.9K- 13.76% |
$2.83M - $2.9M
|
219K
$18.1M
|
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
SELL
|
- |
-35K- 27.59% |
$2.84M - $2.91M
|
91.9K
$7.59M
|
|
|
Nov 14, 2022
Q3 2022
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-35K- 33.56% |
$2.84M - $2.91M
|
69.4K
$5.73M
|
|
|
Oct 13, 2022
Q3 2022
|
Newfound Research LLC
|
SELL
|
- |
-35.9K- 32.28% |
$2.91M - $2.98M
|
75.2K
$6.22M
|
|
|
Nov 07, 2022
Q3 2022
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-36.1K- 19.74% |
$2.93M - $3M
|
147K
$12.1M
|
|
|
Nov 09, 2022
Q3 2022
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-36.2K- 77.93% |
$2.94M - $3.01M
|
10.3K
$848K
|
|
|
Oct 14, 2022
Q3 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-39.5K- 13.98% |
$3.2M - $3.28M
|
243K
$20.1M
|
|
|
Oct 28, 2022
Q3 2022
|
Comerica Bank
|
SELL
|
- |
-39.8K- 39.32% |
$3.23M - $3.31M
|
61.5K
$5.08M
|
|
|
Nov 14, 2022
Q3 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-40.9K- 28.67% |
$3.31M - $3.39M
|
102K
$8.4M
|
|
|
Oct 14, 2022
Q3 2022
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-41.2K- 4.62% |
$3.34M - $3.43M
|
852K
$70.4M
|
|
|
Nov 10, 2022
Q3 2022
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-41.3K- 13.46% |
$3.34M - $3.43M
|
265K
$21.9M
|
|
|
Oct 18, 2022
Q3 2022
|
Innova Wealth Partners
|
SELL
|
- |
-41.5K- 6.27% |
$3.36M - $3.45M
|
620K
$51.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-41.6K- 68.89% |
$3.37M - $3.45M
|
18.8K
$1.55M
|
|
|
Nov 14, 2022
Q3 2022
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-42.5K- 50.05% |
$3.45M - $3.53M
|
42.4K
$3.51M
|
|
|
Nov 10, 2022
Q3 2022
|
Affinia Financial Group, LLC
Burlington, MA |
SELL
|
- |
-45.5K- 86.68% |
$3.69M - $3.78M
|
7K
$579K
|
|
|
Nov 14, 2022
Q3 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-46.1K- 1.9% |
$3.74M - $3.83M
|
2.38M
$197M
|
|
|
Nov 10, 2022
Q3 2022
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-47.1K- 36.65% |
$3.82M - $3.91M
|
81.4K
$6.73M
|
|
|
Nov 10, 2022
Q3 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-47.3K- 64.98% |
$3.83M - $3.93M
|
25.5K
$2.11M
|
|
|
Oct 11, 2022
Q3 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-49.2K- 17.33% |
$3.99M - $4.09M
|
235K
$19.4M
|
|
|
Oct 21, 2022
Q3 2022
|
Center For Asset Management LLC
|
SELL
|
- |
-52.2K- 31.38% |
$4.23M - $4.34M
|
114K
$9.44M
|
|
|
Nov 16, 2022
Q3 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-54.7K- 48.19% |
$4.43M - $4.54M
|
58.8K
$4.86M
|
|
|
Nov 09, 2022
Q3 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-56.9K- 34.3% |
$4.61M - $4.73M
|
109K
$9.01M
|
|
|
Oct 12, 2022
Q3 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-66.1K- 93.0% |
$5.36M - $5.49M
|
4.97K
$411K
|