Purchases and Sales Made in Q1 2023 in Ishares Barclays 1 3 Year Trea (SHY)

SHY Quotes by TradingView

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 27, 2023 Q1 2023
Channel Wealth LLC

Santa Barbara, CA
BUY
 -
54.1K
New
$4.36M - $4.47M
54.1K $4.43M
May 17, 2023 Q1 2023
Advisory Services Network, LLC

BUY
 -
53.9K
+ 19.41%
$4.34M - $4.45M
332K $27.1M
May 15, 2023 Q1 2023
Advisor Partners Ii, LLC

Walnut Creek, CA
BUY
 -
53.5K
New
$4.31M - $4.42M
53.5K $4.38M
Apr 11, 2023 Q1 2023
Mbl Wealth, LLC

Charlotte, NC
BUY
 -
52.7K
+ 41.86%
$4.25M - $4.35M
179K $14.6M
May 11, 2023 Q1 2023
Synovus Financial Corp

Columbus, GA
BUY
 -
52.5K
+ 10.25%
$4.23M - $4.33M
564K $46.1M
May 11, 2023 Q1 2023
Noble Family Wealth, LLC

Clearwater, FL
BUY
 -
52.3K
New
$4.21M - $4.31M
52.3K $4.27M
May 12, 2023 Q1 2023
Gsa Capital Partners LLP

London, X0
BUY
 -
49K
+ 106.33%
$3.94M - $4.04M
95K $7.77M
May 15, 2023 Q1 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
45.1K
+ 7.34%
$3.63M - $3.72M
660K $54M
May 12, 2023 Q1 2023
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
45K
+ 66.23%
$3.62M - $3.71M
113K $9.23M
May 08, 2023 Q1 2023
Mgo One Seven LLC

Beachwood, OH
BUY
 -
45K
+ 733.55%
$3.62M - $3.71M
51.1K $4.18M
May 03, 2023 Q1 2023
Intercontinental Wealth Advisors, LLC

BUY
 -
43.8K
New
$3.53M - $3.61M
43.8K $3.58M
May 15, 2023 Q1 2023
Pfs Investments Inc.

Duluth, GA
BUY
 -
41.3K
+ 18.65%
$3.32M - $3.4M
262K $21.5M
Apr 06, 2023 Q1 2023
Sterling Manor Financial, LLC

BUY
 -
41.1K
New
$3.31M - $3.39M
41.1K $3.36M
Jun 21, 2023 Q1 2023
Gries Financial LLC

Cleveland, OH
BUY
 -
40.3K
+ 1057.06%
$3.25M - $3.33M
44.1K $3.61M
May 15, 2023 Q1 2023
Arrow Investment Advisors, LLC

Laurel, MD
BUY
 -
39.3K
New
$3.16M - $3.24M
39.3K $3.21M
May 16, 2023 Q1 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
39K
New
$3.14M - $3.21M
39K $3.19M
Sep 06, 2024 Q1 2023
Ted Buchan & CO

San Diego, CA
BUY
 -
38K
+ 47.2%
$3.06M - $3.14M
119K $9.7M
May 15, 2023 Q1 2023
Evergreen Capital Management LLC

Bellevue, WA
BUY
 -
37K
+ 5.81%
$2.98M - $3.05M
673K $55.1M
Apr 19, 2023 Q1 2023
Dorsey Wright & Associates

BUY
 -
36.6K
New
$2.95M - $3.02M
36.6K $2.99M
Apr 18, 2023 Q1 2023
Bay Rivers Group

BUY
 -
35.4K
New
$2.85M - $2.92M
35.4K $2.89M
May 15, 2023 Q1 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
33.9K
+ 53.2%
$2.73M - $2.8M
97.7K $7.99M
Apr 17, 2023 Q1 2023
Fifth Third Securities, Inc.

BUY
 -
33.8K
+ 62.92%
$2.72M - $2.79M
87.4K $7.15M
May 12, 2023 Q1 2023
Blair William & CO

Chicago, IL
BUY
 -
33.7K
+ 153.46%
$2.71M - $2.78M
55.6K $4.55M
Apr 12, 2023 Q1 2023
Client First Capital LLC

BUY
 -
32.8K
+ 14.93%
$2.64M - $2.7M
252K $20.6M
May 01, 2023 Q1 2023
Csenge Advisory Group

BUY
 -
32.5K
+ 198.61%
$2.62M - $2.68M
48.9K $4M
May 10, 2023 Q1 2023
Ascent Group, LLC

BUY
 -
32.5K
+ 61.73%
$2.62M - $2.68M
85.2K $6.97M
May 03, 2023 Q1 2023
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
32.4K
+ 36.57%
$2.61M - $2.67M
121K $9.89M
May 09, 2023 Q1 2023
Personal Cfo Solutions, LLC

BUY
 -
32K
+ 559.85%
$2.58M - $2.64M
37.7K $3.08M
Apr 28, 2023 Q1 2023
Van Hulzen Asset Management, LLC

BUY
 -
32K
+ 32.99%
$2.57M - $2.64M
129K $10.5M
May 18, 2023 Q1 2023
Sky View Investment Advisors, LLC

Shrewsbury, NJ
BUY
 -
31.7K
+ 39.42%
$2.55M - $2.62M
112K $9.17M
Apr 05, 2023 Q1 2023
Rovin Capital

BUY
 -
31.6K
New
$2.54M - $2.61M
31.6K $2.58M
May 05, 2023 Q1 2023
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
31.5K
+ 14.72%
$2.53M - $2.6M
245K $20.1M
Apr 22, 2024 Q1 2023
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
31.3K
+ 69.33%
$2.52M - $2.58M
76.4K $6.24M
Apr 27, 2023 Q1 2023
Flputnam Investment Management CO

Portland, ME
BUY
 -
30.9K
+ 10.21%
$2.49M - $2.55M
334K $27.3M
May 05, 2023 Q1 2023
True Link Financial Advisors, LLC

BUY
 -
30.7K
+ 44.92%
$2.47M - $2.54M
99.1K $8.11M
Apr 27, 2023 Q1 2023
Simplex Trading, LLC

BUY
 -
30.5K
New
$2.45M - $2.52M
30.5K $2.49M
May 10, 2023 Q1 2023
Morris Financial Concepts, Inc.

BUY
 -
28.6K
+ 103.97%
$2.3M - $2.36M
56K $4.58M
May 03, 2023 Q1 2023
Liberty Wealth Management LLC

Oakland, CA
BUY
 -
27.7K
New
$2.23M - $2.29M
27.7K $2.26M
May 15, 2023 Q1 2023
Clark Capital Management Group, Inc.

Philadelphia, PA
BUY
 -
27.4K
New
$2.2M - $2.26M
27.4K $2.24M
May 01, 2023 Q1 2023
Migdal Insurance & Financial Holdings Ltd.

BUY
 -
27K
+ 492.8%
$2.18M - $2.23M
32.5K $2.66M
Apr 19, 2023 Q1 2023
Raub Brock Capital Management LP

BUY
 -
27K
New
$2.17M - $2.23M
27K $2.21M
Apr 03, 2023 Q1 2023
Keel Point, LLC

Huntsville, AL
BUY
 -
26.7K
+ 81.29%
$2.15M - $2.2M
59.5K $4.87M
May 16, 2023 Q1 2023
Atlas Capital Advisors LLC

San Francisco, CA
BUY
 -
26.6K
+ 23.4%
$2.14M - $2.19M
140K $11.5M
May 15, 2023 Q1 2023
Delos Wealth Advisors, LLC

Dallas, TX
BUY
 -
26.1K
+ 1070.64%
$2.1M - $2.15M
28.5K $2.33M
Apr 21, 2023 Q1 2023
Fortem Financial Group, LLC

BUY
 -
26K
New
$2.1M - $2.15M
26K $2.13M
Apr 06, 2023 Q1 2023
New Capital Management LP

BUY
 -
26K
+ 37.16%
$2.09M - $2.14M
95.9K $7.84M
Apr 18, 2023 Q1 2023
Leuthold Group, LLC

BUY
 -
25.8K
+ 21.63%
$2.08M - $2.13M
145K $11.9M
May 10, 2023 Q1 2023
Oppenheimer & CO Inc

New York, NY
BUY
 -
25.5K
+ 20.47%
$2.05M - $2.1M
150K $12.3M
Apr 26, 2023 Q1 2023
Arlington Partners LLC

BUY
 -
25K
New
$2.01M - $2.06M
25K $2.04M

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