Purchases and Sales Made in Q1 2023 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 Q1 2023. 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 |
---|---|---|---|---|---|---|---|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
8.22M+ 41.05% |
$662M - $678M
|
28.2M
$2.31B
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
4.68MNew |
$377M - $386M
|
4.68M
$383M
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
4.56M+ 183.96% |
$367M - $376M
|
7.04M
$576M
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
2.98M+ 3193.5% |
$240M - $246M
|
3.07M
$251M
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.86M+ 20.6% |
$150M - $153M
|
10.9M
$890M
|
|
May 04, 2023
Q1 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
1.58M+ 205.18% |
$127M - $131M
|
2.35M
$192M
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
BUY
|
- |
1.34M+ 1718.71% |
$108M - $111M
|
1.42M
$116M
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.22M+ 24.41% |
$98.3M - $101M
|
6.22M
$509M
|
|
May 11, 2023
Q1 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1.2M+ 15.25% |
$96.5M - $98.9M
|
9.06M
$741M
|
|
May 04, 2023
Q1 2023
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
839KNew |
$67.5M - $69.2M
|
839K
$68.6M
|
|
May 12, 2023
Q1 2023
|
Perella Weinberg Partners Capital Management LP
|
BUY
|
- |
827K+ 73.56% |
$66.6M - $68.3M
|
1.95M
$160M
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
728KNew |
$58.6M - $60.1M
|
728K
$59.5M
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
595K+ 11.44% |
$47.9M - $49.1M
|
5.8M
$474M
|
|
Apr 05, 2023
Q1 2023
|
Bts Asset Management, Inc.
|
BUY
|
- |
544KNew |
$43.8M - $44.9M
|
544K
$44.5M
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
484K+ 25.89% |
$39M - $40M
|
2.35M
$193M
|
|
May 03, 2023
Q1 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
480K+ 1024.4% |
$38.6M - $39.6M
|
526K
$43.1M
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
474K+ 3388.54% |
$38.2M - $39.1M
|
488K
$39.9M
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
460K+ 8.94% |
$37.1M - $38M
|
5.61M
$459M
|
|
May 15, 2023
Q1 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
446K+ 392.97% |
$35.9M - $36.8M
|
560K
$45.8M
|
|
Apr 27, 2023
Q1 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
439K+ 16047.51% |
$35.3M - $36.2M
|
441K
$36.1M
|
|
May 11, 2023
Q1 2023
|
Stone X Group Inc.
|
BUY
|
- |
422KNew |
$34M - $34.8M
|
422K
$34.5M
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
379K+ 691.44% |
$30.5M - $31.3M
|
434K
$35.5M
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
316K+ 41.23% |
$25.4M - $26.1M
|
1.08M
$88.5M
|
|
May 12, 2023
Q1 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
307K+ 5938.9% |
$24.7M - $25.3M
|
312K
$25.5M
|
|
May 11, 2023
Q1 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
300KNew |
$24.2M - $24.8M
|
300K
$24.5M
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
297K+ 31.57% |
$23.9M - $24.5M
|
1.24M
$101M
|
|
May 09, 2023
Q1 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
258K+ 37.54% |
$20.7M - $21.3M
|
944K
$77.2M
|
|
May 15, 2023
Q1 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
257K+ 73.93% |
$20.7M - $21.2M
|
604K
$49.4M
|
|
May 08, 2023
Q1 2023
|
Retirement Capital Strategies
|
BUY
|
- |
252KNew |
$20.3M - $20.8M
|
252K
$20.6M
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
248K+ 89.36% |
$20M - $20.5M
|
526K
$43.1M
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
238K+ 30.54% |
$19.2M - $19.6M
|
1.02M
$83.2M
|
|
Apr 28, 2023
Q1 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
229K+ 286.62% |
$18.4M - $18.9M
|
309K
$25.2M
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
BUY
|
- |
224K+ 17.93% |
$18M - $18.5M
|
1.47M
$120M
|
|
Apr 17, 2023
Q1 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
223K+ 2200.15% |
$18M - $18.4M
|
233K
$19.1M
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
216K+ 28.13% |
$17.4M - $17.8M
|
983K
$80.4M
|
|
May 10, 2023
Q1 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
213K+ 60.88% |
$17.2M - $17.6M
|
563K
$46.1M
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
213KNew |
$17.1M - $17.6M
|
213K
$17.4M
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
212K+ 1923.07% |
$17.1M - $17.5M
|
223K
$18.3M
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
210K+ 1.38% |
$16.9M - $17.3M
|
15.5M
$1.26B
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
204K+ 5280.09% |
$16.4M - $16.8M
|
208K
$17M
|
|
May 15, 2023
Q1 2023
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
BUY
|
- |
194KNew |
$15.6M - $16M
|
194K
$15.9M
|
|
May 15, 2023
Q1 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
180K+ 9681.41% |
$14.5M - $14.9M
|
182K
$14.9M
|
|
Apr 17, 2023
Q1 2023
|
Edge Wealth Management LLC
|
BUY
|
- |
175K+ 40.83% |
$14.1M - $14.4M
|
602K
$49.3M
|
|
May 08, 2023
Q1 2023
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
163KNew |
$13.1M - $13.4M
|
163K
$13.3M
|
|
May 12, 2023
Q1 2023
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
150K+ 3.65% |
$12.1M - $12.4M
|
4.26M
$349M
|
|
May 02, 2023
Q1 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
149K+ 3123.54% |
$12M - $12.3M
|
154K
$12.6M
|
|
Apr 11, 2023
Q1 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
144K+ 5286.72% |
$11.6M - $11.9M
|
146K
$12M
|
|
Apr 18, 2023
Q1 2023
|
Members Trust CO
|
BUY
|
- |
143K+ 10.66% |
$11.5M - $11.8M
|
1.49M
$122M
|
|
Apr 12, 2023
Q1 2023
|
Wj Wealth Management, LLC
|
BUY
|
- |
142K+ 5068.07% |
$11.4M - $11.7M
|
145K
$11.8M
|
|
May 11, 2023
Q1 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
139K+ 115.78% |
$11.2M - $11.4M
|
258K
$21.1M
|