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
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
170+ 1062.5% |
$13.7K - $14K
|
186
$15.2K
|
|
|
May 15, 2023
Q1 2023
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
166+ 0.94% |
$13.4K - $13.7K
|
17.7K
$1.45M
|
|
|
May 05, 2023
Q1 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
163+ 6.0% |
$13.1K - $13.5K
|
2.88K
$235K
|
|
|
May 17, 2023
Q1 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
161+ 0.51% |
$13K - $13.3K
|
31.7K
$2.59M
|
|
|
Apr 21, 2023
Q1 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
159+ 2.79% |
$12.8K - $13.1K
|
5.87K
$480K
|
|
|
May 03, 2023
Q1 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
157+ 6.0% |
$12.6K - $13K
|
2.77K
$227K
|
|
|
Apr 25, 2023
Q1 2023
|
American National Bank
|
BUY
|
- |
149+ 53.41% |
$12K - $12.3K
|
428
$35K
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
145+ 1.19% |
$11.7K - $12K
|
12.3K
$1.01M
|
|
|
Jan 02, 2024
Q1 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
141+ 5.98% |
$11.4K - $11.6K
|
2.5K
$204K
|
|
|
May 09, 2023
Q1 2023
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
135+ 0.98% |
$10.9K - $11.1K
|
14K
$1.14M
|
|
|
May 15, 2023
Q1 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
134+ 3.95% |
$10.8K - $11.1K
|
3.53K
$288K
|
|
|
Apr 14, 2023
Q1 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
127+ 1.27% |
$10.2K - $10.5K
|
10.1K
$827K
|
|
|
May 15, 2023
Q1 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
127+ 1.9% |
$10.2K - $10.5K
|
6.82K
$558K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
125+ 73.1% |
$10.1K - $10.3K
|
296
$24.2K
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
125+ 15.98% |
$10.1K - $10.3K
|
907
$74.2K
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
110+ 10.38% |
$8.86K - $9.08K
|
1.17K
$95.7K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
105+ 4.97% |
$8.45K - $8.66K
|
2.22K
$181K
|
|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
102+ 0.41% |
$8.21K - $8.42K
|
24.9K
$2.04M
|
|
|
Apr 11, 2023
Q1 2023
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
100+ 0.87% |
$8.05K - $8.25K
|
11.6K
$952K
|
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
BUY
|
- |
100+ 9.26% |
$8.05K - $8.25K
|
1.18K
$96.5K
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
100New |
$8.05K - $8.25K
|
100
$8.18K
|
|
|
Apr 20, 2023
Q1 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
95New |
$7.65K - $7.84K
|
95
$7.77K
|
|
|
Apr 05, 2023
Q1 2023
|
Savior LLC
|
BUY
|
- |
93+ 1.57% |
$7.49K - $7.67K
|
6K
$491K
|
|
|
May 04, 2023
Q1 2023
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
92+ 0.6% |
$7.41K - $7.59K
|
15.4K
$1.26M
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
90New |
$7.25K - $7.43K
|
90
$7.36K
|
|
|
Apr 21, 2023
Q1 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
79New |
$6.36K - $6.52K
|
79
$6.46K
|
|
|
May 10, 2023
Q1 2023
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
73+ 0.24% |
$5.88K - $6.02K
|
30.4K
$2.49M
|
|
|
Apr 19, 2023
Q1 2023
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
70+ 1.07% |
$5.64K - $5.78K
|
6.58K
$538K
|
|
|
Apr 21, 2023
Q1 2023
|
Family Capital Trust CO
|
BUY
|
- |
65+ 37.57% |
$5.23K - $5.36K
|
238
$19.5K
|
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
64+ 11.07% |
$5.15K - $5.28K
|
642
$52.5K
|
|
|
May 01, 2023
Q1 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
60+ 120.0% |
$4.83K - $4.95K
|
110
$9K
|
|
|
May 12, 2023
Q1 2023
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
57+ 0.13% |
$4.59K - $4.7K
|
43.8K
$3.58M
|
|
|
Aug 18, 2023
Q1 2023
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
56+ 0.17% |
$4.51K - $4.62K
|
33.3K
$2.72M
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
55New |
$4.43K - $4.54K
|
55
$4.5K
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
49+ 0.18% |
$3.94K - $4.04K
|
27K
$2.21M
|
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
47New |
$3.78K - $3.88K
|
47
$3.84K
|
|
|
May 03, 2023
Q1 2023
|
Optimum Investment Advisors
|
BUY
|
- |
42+ 0.54% |
$3.38K - $3.47K
|
7.86K
$643K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
40New |
$3.22K - $3.3K
|
40
$3.27K
|
|
|
Apr 27, 2023
Q1 2023
|
Columbus Macro, LLC
|
BUY
|
- |
39+ 0.29% |
$3.14K - $3.22K
|
13.5K
$1.1M
|
|
|
Apr 12, 2023
Q1 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
35+ 0.66% |
$2.82K - $2.89K
|
5.37K
$439K
|
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
26+ 0.06% |
$2.09K - $2.15K
|
41.1K
$3.36M
|
|
|
Apr 28, 2023
Q1 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
23+ 0.35% |
$1.85K - $1.9K
|
6.61K
$541K
|
|
|
Apr 13, 2023
Q1 2023
|
Apeiron Ria LLC
|
BUY
|
- |
20+ 0.62% |
$1.61K - $1.65K
|
3.26K
$267K
|
|
|
May 15, 2023
Q1 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
18+ 0.38% |
$1.45K - $1.49K
|
4.71K
$385K
|
|
|
Apr 17, 2023
Q1 2023
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
17+ 0.28% |
$1.37K - $1.4K
|
5.99K
$489K
|
|
|
May 10, 2023
Q1 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
13+ 0.25% |
$1.05K - $1.07K
|
5.27K
$431K
|
|
|
Apr 06, 2023
Q1 2023
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
10+ 0.13% |
$805 - $825
|
7.92K
$648K
|
|
|
Apr 24, 2023
Q1 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
10+ 0.4% |
$805 - $825
|
2.53K
$207K
|
|
|
May 15, 2023
Q1 2023
|
Values First Advisors, Inc.
|
BUY
|
- |
9+ 0.05% |
$725 - $743
|
19.4K
$1.58M
|
|
|
May 03, 2023
Q1 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
8+ 0.29% |
$644 - $660
|
2.81K
$230K
|