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 |
|---|---|---|---|---|---|---|---|
|
Apr 07, 2023
Q1 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-433- 3.72% |
$34.9K - $35.7K
|
11.2K
$917K
|
|
|
Apr 14, 2023
Q1 2023
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-436- 0.85% |
$35.1K - $36K
|
51.1K
$4.18M
|
|
|
May 11, 2023
Q1 2023
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-471- 6.49% |
$37.9K - $38.9K
|
6.78K
$555K
|
|
|
Apr 19, 2023
Q1 2023
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-472- 14.44% |
$38K - $38.9K
|
2.8K
$229K
|
|
|
May 12, 2023
Q1 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-472- 11.11% |
$38K - $38.9K
|
3.78K
$309K
|
|
|
May 09, 2023
Q1 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-495- 2.28% |
$39.9K - $40.8K
|
21.2K
$1.73M
|
|
|
Apr 11, 2023
Q1 2023
|
Sinecera Capital, LLC
|
SELL
|
- |
-499- 5.91% |
$40.2K - $41.2K
|
7.95K
$650K
|
|
|
May 04, 2023
Q1 2023
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-501- 1.78% |
$40.3K - $41.3K
|
27.7K
$2.27M
|
|
|
Apr 20, 2023
Q1 2023
|
Community Bank, N.A.
|
SELL
|
- |
-503- 5.63% |
$40.5K - $41.5K
|
8.43K
$690K
|
|
|
Apr 12, 2023
Q1 2023
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-520- 10.07% |
$41.9K - $42.9K
|
4.64K
$380K
|
|
|
Apr 17, 2023
Q1 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-524- 6.89% |
$42.2K - $43.2K
|
7.08K
$579K
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-528- 45.52% |
$42.5K - $43.6K
|
632
$51.7K
|
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-537- 18.59% |
$43.2K - $44.3K
|
2.35K
$192K
|
|
|
May 01, 2023
Q1 2023
|
Lane Generational LLC
|
SELL
|
- |
-554- 13.1% |
$44.6K - $45.7K
|
3.68K
$301K
|
|
|
Apr 20, 2023
Q1 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-557- 12.5% |
$44.8K - $46K
|
3.9K
$319K
|
|
|
Apr 18, 2023
Q1 2023
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-562- 8.46% |
$45.2K - $46.4K
|
6.08K
$497K
|
|
|
May 05, 2023
Q1 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-581- 0.85% |
$46.8K - $47.9K
|
68.1K
$5.57M
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-600- 64.86% |
$48.3K - $49.5K
|
325
$26.6K
|
|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
SELL
|
- |
-600- 85.71% |
$48.3K - $49.5K
|
100
$8.18K
|
|
|
May 04, 2023
Q1 2023
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-610- 4.04% |
$49.1K - $50.3K
|
14.5K
$1.18M
|
|
|
Apr 19, 2023
Q1 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-612- 1.02% |
$49.3K - $50.5K
|
59.2K
$4.84M
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-615- 11.09% |
$49.5K - $50.7K
|
4.93K
$403K
|
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-616- 4.03% |
$49.6K - $50.8K
|
14.7K
$1.2M
|
|
|
Apr 24, 2023
Q1 2023
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-638- 7.6% |
$51.4K - $52.6K
|
7.76K
$634K
|
|
|
Apr 17, 2023
Q1 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-650- 36.5% |
$52.3K - $53.6K
|
1.13K
$92.5K
|
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-675- 7.88% |
$54.3K - $55.7K
|
7.89K
$645K
|
|
|
Apr 20, 2023
Q1 2023
|
Life Guide Financial Advisors, LLC
|
SELL
|
- |
-721- 4.48% |
$58K - $59.5K
|
15.4K
$1.26M
|
|
|
Apr 21, 2023
Q1 2023
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-727- 3.87% |
$58.5K - $60K
|
18K
$1.48M
|
|
|
May 15, 2023
Q1 2023
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-728- 15.32% |
$58.6K - $60.1K
|
4.02K
$329K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-761- 29.39% |
$61.3K - $62.8K
|
1.83K
$149K
|
|
|
Apr 18, 2023
Q1 2023
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-770- 4.75% |
$62K - $63.5K
|
15.4K
$1.26M
|
|
|
Apr 26, 2023
Q1 2023
|
Highview Capital Management LLC
|
SELL
|
- |
-775- 23.06% |
$62.4K - $64K
|
2.59K
$211K
|
|
|
Apr 26, 2023
Q1 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-784- 11.93% |
$63.1K - $64.7K
|
5.79K
$473K
|
|
|
May 15, 2023
Q1 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-790- 3.04% |
$63.6K - $65.2K
|
25.2K
$2.06M
|
|
|
Apr 17, 2023
Q1 2023
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-795- 4.51% |
$64K - $65.6K
|
16.8K
$1.38M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-821- 0.98% |
$66.1K - $67.7K
|
82.6K
$6.76M
|
|
|
May 04, 2023
Q1 2023
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-849- 2.64% |
$68.4K - $70.1K
|
31.3K
$2.56M
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-885- 8.36% |
$71.3K - $73K
|
9.71K
$794K
|
|
|
May 11, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-935- 4.75% |
$75.3K - $77.2K
|
18.8K
$1.53M
|
|
|
Apr 11, 2023
Q1 2023
|
Pacifica Partners Inc.
|
SELL
|
- |
-942- 85.87% |
$75.8K - $77.7K
|
155
$12.7K
|
|
|
May 04, 2023
Q1 2023
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-978- 5.3% |
$78.7K - $80.7K
|
17.5K
$1.43M
|
|
|
Apr 20, 2023
Q1 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-980- 23.44% |
$78.9K - $80.9K
|
3.2K
$262K
|
|
|
Jul 25, 2023
Q1 2023
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-1.02K- 8.06% |
$82.4K - $84.5K
|
11.7K
$955K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
SELL
|
- |
-1.03K- 13.1% |
$82.6K - $84.7K
|
6.81K
$557K
|
|
|
Apr 28, 2023
Q1 2023
|
Cadinha & CO LLC
|
SELL
|
- |
-1.03K- 15.19% |
$83.1K - $85.2K
|
5.76K
$471K
|
|
|
May 09, 2023
Q1 2023
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-1.06K- 18.7% |
$85.2K - $87.3K
|
4.6K
$376K
|
|
|
May 05, 2023
Q1 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.09K- 4.95% |
$87.5K - $89.7K
|
20.9K
$1.71M
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1.09K- 31.15% |
$87.8K - $90K
|
2.41K
$197K
|
|
|
Apr 18, 2023
Q1 2023
|
First United Bank & Trust
|
SELL
|
- |
-1.11K- 18.49% |
$89.1K - $91.3K
|
4.88K
$399K
|
|
|
Apr 20, 2023
Q1 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-1.12K- 10.36% |
$90.4K - $92.7K
|
9.71K
$794K
|