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 21, 2023 Q1 2023
Strong Box Wealth, LLC

BUY
 -
4.98K
+ 9.93%
$401K - $411K
55.1K $4.51M
Apr 12, 2023 Q1 2023
Lion Street Advisors, LLC

BUY
 -
4.96K
New
$399K - $409K
4.96K $405K
May 15, 2023 Q1 2023
Eqis Capital Management, Inc.

San Rafael, CA
BUY
 -
4.95K
+ 11.76%
$399K - $408K
47K $3.85M
Apr 20, 2023 Q1 2023
Jmac Enterprises LLC

BUY
 -
4.89K
+ 4.95%
$394K - $404K
104K $8.48M
May 15, 2023 Q1 2023
Intrua Financial, LLC

Houston, TX
BUY
 -
4.84K
+ 68.38%
$390K - $400K
11.9K $975K
May 10, 2023 Q1 2023
Magnus Financial Group LLC

New York, NY
BUY
 -
4.76K
+ 192.13%
$383K - $393K
7.24K $592K
Apr 14, 2023 Q1 2023
Chartwell Investment Partners, LLC

BUY
 -
4.62K
+ 44.02%
$372K - $381K
15.1K $1.24M
May 15, 2023 Q1 2023
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
4.59K
+ 3.85%
$370K - $379K
124K $10.1M
Apr 18, 2023 Q1 2023
Community Trust & Investment CO

BUY
 -
4.51K
+ 40.14%
$363K - $372K
15.7K $1.29M
May 04, 2023 Q1 2023
Wayfinding Financial, LLC

Lynnwood, WA
BUY
 -
4.39K
New
$354K - $363K
4.39K $359K
Jun 01, 2023 Q1 2023
Golden State Equity Partners

South Coast Metro, CA
BUY
 -
4.32K
+ 25.86%
$348K - $357K
21K $1.72M
May 05, 2023 Q1 2023
Brady Family Wealth, LLC

Saint Louis, MO
BUY
 -
4.29K
+ 17.04%
$346K - $354K
29.5K $2.41M
Apr 21, 2023 Q1 2023
Stapp Wealth Management, Pllc

Olympia, WA
BUY
 -
4.28K
New
$344K - $353K
4.28K $350K
May 15, 2023 Q1 2023
Hilltop Holdings Inc.

Dallas, TX
BUY
 -
4.24K
+ 4.57%
$341K - $350K
96.9K $7.92M
May 15, 2023 Q1 2023
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
4.06K
+ 3.94%
$327K - $335K
107K $8.77M
Apr 24, 2023 Q1 2023
Tria Gen Wealth Management LLC

BUY
 -
4.06K
+ 18.93%
$327K - $335K
25.5K $2.09M
May 11, 2023 Q1 2023
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
4K
+ 1482.59%
$322K - $330K
4.27K $349K
Apr 18, 2023 Q1 2023
Mtc Wealth Management LLC

BUY
 -
3.94K
+ 3.9%
$317K - $325K
105K $8.59M
May 15, 2023 Q1 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
3.92K
+ 38.35%
$316K - $324K
14.2K $1.16M
Apr 17, 2023 Q1 2023
Atticus Wealth Management, LLC

BUY
 -
3.89K
+ 751.74%
$314K - $321K
4.41K $361K
Apr 28, 2023 Q1 2023
Allen Capital Group, LLC

BUY
 -
3.89K
New
$313K - $321K
3.89K $318K
May 02, 2023 Q1 2023
Matson Money. Inc.

BUY
 -
3.86K
+ 0.29%
$311K - $319K
1.34M $110M
Apr 28, 2023 Q1 2023
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
3.83K
+ 37.26%
$308K - $316K
14.1K $1.15M
May 15, 2023 Q1 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
3.76K
+ 4.57%
$303K - $310K
86.1K $7.04M
May 15, 2023 Q1 2023
Pensionmark Financial Group, LLC

Santa Barbara, CA
BUY
 -
3.74K
+ 4.9%
$301K - $309K
80.2K $6.56M
May 12, 2023 Q1 2023
All Terrain Financial Advisors, LLC

Coon Rapids, MN
BUY
 -
3.71K
+ 16.96%
$299K - $306K
25.6K $2.09M
May 03, 2023 Q1 2023
Adams Wealth Management

BUY
 -
3.71K
New
$298K - $306K
3.71K $303K
May 08, 2023 Q1 2023
Laurel Wealth Advisors LLC

Charlotte, NC
BUY
 -
3.7K
+ 53.96%
$298K - $306K
10.6K $864K
May 15, 2023 Q1 2023
Avalon Investment & Advisory

Houston, TX
BUY
 -
3.69K
New
$297K - $305K
3.69K $302K
May 12, 2023 Q1 2023
Cambridge Associates LLC

Boston, MA
BUY
 -
3.66K
New
$294K - $302K
3.66K $299K
Apr 13, 2023 Q1 2023
Morris Retirement Advisors, LLC

Parsippany, NJ
BUY
 -
3.64K
New
$293K - $300K
3.64K $297K
May 05, 2023 Q1 2023
Kfa Private Wealth Group, LLC

BUY
 -
3.64K
+ 1.9%
$293K - $300K
195K $15.9M
May 01, 2023 Q1 2023
Blue Chip Partners, Inc.

BUY
 -
3.63K
New
$292K - $299K
3.63K $297K
May 11, 2023 Q1 2023
Icon Wealth Partners, LLC

BUY
 -
3.54K
New
$285K - $292K
3.54K $290K
Apr 19, 2023 Q1 2023
Patriot Investment Management Inc.

BUY
 -
3.5K
+ 6.1%
$282K - $289K
61K $4.99M
May 10, 2023 Q1 2023
Cascade Investment Advisors, Inc.

Oregon City, OR
BUY
 -
3.45K
New
$278K - $285K
3.45K $282K
May 02, 2023 Q1 2023
Round Rock Advisors, LLC

BUY
 -
3.43K
New
$276K - $283K
3.43K $280K
May 15, 2023 Q1 2023
Trexquant Investment LP

Stamford, CT
BUY
 -
3.42K
New
$275K - $282K
3.42K $280K
May 02, 2023 Q1 2023
One Day In July LLC

BUY
 -
3.4K
+ 7.29%
$273K - $280K
50K $4.09M
May 01, 2023 Q1 2023
Measured Wealth Private Client Group, LLC

BUY
 -
3.38K
+ 103.31%
$272K - $279K
6.64K $543K
May 03, 2023 Q1 2023
Rollins Financial

BUY
 -
3.36K
+ 20.25%
$270K - $277K
19.9K $1.63M
May 15, 2023 Q1 2023
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
3.34K
+ 16.02%
$269K - $276K
24.2K $1.98M
May 11, 2023 Q1 2023
Towercrest Capital Management

Newtown, PA
BUY
 -
3.34K
+ 10.75%
$269K - $275K
34.4K $2.81M
Apr 17, 2023 Q1 2023
Ameliora Wealth Management Ltd.

Zurich, V8
BUY
 -
3.3K
+ 9.53%
$266K - $273K
38K $3.1M
May 09, 2023 Q1 2023
Nelson Capital Management, LLC

BUY
 -
3.26K
New
$262K - $269K
3.26K $266K
Apr 19, 2023 Q1 2023
Legacy Trust

Grand Rapids, MI
BUY
 -
3.25K
New
$262K - $268K
3.25K $266K
Jul 22, 2024 Q1 2023
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
3.21K
+ 3.33%
$259K - $265K
99.8K $8.17M
Apr 26, 2023 Q1 2023
Beam Wealth Advisors, Inc.

BUY
 -
3.2K
+ 10.1%
$258K - $264K
34.9K $2.86M
May 12, 2023 Q1 2023
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
3.17K
+ 100.48%
$255K - $261K
6.32K $517K

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