Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
10.1M+ 65.09% |
$816M - $830M
|
25.5M
$2.09B
|
|
|
Aug 03, 2023
Q2 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
2.69M+ 114.17% |
$218M - $221M
|
5.04M
$412M
|
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
2.31M+ 101.28% |
$187M - $190M
|
4.59M
$376M
|
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
992K+ 5737.26% |
$80.4M - $81.7M
|
1.01M
$82.5M
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
681K+ 12.81% |
$55.2M - $56.1M
|
5.99M
$490M
|
|
|
Jul 20, 2023
Q2 2023
|
Clarity Financial LLC
|
BUY
|
- |
646K+ 3490.32% |
$52.3M - $53.2M
|
664K
$54.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
596K+ 25.33% |
$48.3M - $49.1M
|
2.95M
$241M
|
|
|
Jul 27, 2023
Q2 2023
|
Victory Capital Management Inc
|
BUY
|
- |
566KNew |
$45.9M - $46.6M
|
566K
$46.3M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
442K+ 36.86% |
$35.8M - $36.4M
|
1.64M
$134M
|
|
|
Aug 17, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
410K+ 5801.54% |
$33.2M - $33.8M
|
417K
$34.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
409K+ 3.76% |
$33.1M - $33.7M
|
11.3M
$923M
|
|
|
Jul 20, 2023
Q2 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
396KNew |
$32.1M - $32.6M
|
396K
$32.4M
|
|
|
Jul 28, 2023
Q2 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
346KNew |
$28M - $28.5M
|
346K
$28.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
342K+ 61.08% |
$27.7M - $28.2M
|
902K
$73.7M
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
218K+ 105.72% |
$17.7M - $18M
|
424K
$34.7M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
187K+ 124.88% |
$15.2M - $15.4M
|
337K
$27.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
180K+ 330.51% |
$14.6M - $14.9M
|
235K
$19.2M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
162K+ 36.91% |
$13.1M - $13.3M
|
600K
$49M
|
|
|
Jul 17, 2023
Q2 2023
|
Atlas Financial Advisors, Inc.
|
BUY
|
- |
160KNew |
$13M - $13.2M
|
160K
$13.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Bison Wealth, LLC
|
BUY
|
- |
154KNew |
$12.4M - $12.7M
|
154K
$12.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
152K+ 34.21% |
$12.3M - $12.5M
|
597K
$48.8M
|
|
|
Jul 31, 2023
Q2 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
146K+ 247.69% |
$11.8M - $12M
|
205K
$16.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Pacific Financial Group Inc
|
BUY
|
- |
120K+ 459.95% |
$9.71M - $9.87M
|
146K
$11.9M
|
|
|
Jul 18, 2023
Q2 2023
|
Members Trust CO
|
BUY
|
- |
114K+ 8.47% |
$9.23M - $9.39M
|
1.46M
$119M
|
|
|
Aug 14, 2023
Q2 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
111K+ 111.99% |
$8.96M - $9.12M
|
209K
$17.1M
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
96.2KNew |
$7.8M - $7.93M
|
96.2K
$7.87M
|
|
|
Aug 14, 2023
Q2 2023
|
Parkwood LLC
Cleveland, OH |
BUY
|
- |
95KNew |
$7.7M - $7.83M
|
95K
$7.77M
|
|
|
Jul 26, 2023
Q2 2023
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
93.9K+ 268.96% |
$7.61M - $7.74M
|
129K
$10.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
88.5K+ 16.81% |
$7.17M - $7.29M
|
615K
$50.3M
|
|
|
Jul 31, 2023
Q2 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
88K+ 16.71% |
$7.13M - $7.25M
|
614K
$50.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
80.6K+ 185.01% |
$6.54M - $6.65M
|
124K
$10.2M
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
79.1K+ 14.11% |
$6.41M - $6.52M
|
639K
$52.3M
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
73.2K+ 481.18% |
$5.93M - $6.03M
|
88.4K
$7.23M
|
|
|
Aug 10, 2023
Q2 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
71.5K+ 217.75% |
$5.8M - $5.9M
|
104K
$8.54M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
69.5K+ 178.51% |
$5.64M - $5.73M
|
109K
$8.87M
|
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
68.3K+ 156.15% |
$5.53M - $5.63M
|
112K
$9.16M
|
|
|
Aug 15, 2023
Q2 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
61.2K+ 18.44% |
$4.96M - $5.04M
|
393K
$32.1M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
59.6K+ 53.58% |
$4.83M - $4.91M
|
171K
$14M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
59.1K+ 10.35% |
$4.79M - $4.87M
|
630K
$51.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
57.7K+ 51.93% |
$4.67M - $4.75M
|
169K
$13.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
57.6KNew |
$4.67M - $4.75M
|
57.6K
$4.71M
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
54.1K+ 5.5% |
$4.38M - $4.46M
|
1.04M
$84.8M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
53.8K+ 15.7% |
$4.36M - $4.44M
|
397K
$32.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
53.6K+ 3.27% |
$4.34M - $4.42M
|
1.69M
$138M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
52.5K+ 98.21% |
$4.26M - $4.33M
|
106K
$8.67M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
51.8K+ 4.18% |
$4.2M - $4.27M
|
1.29M
$106M
|
|
|
Aug 14, 2023
Q2 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
50.9K+ 37.37% |
$4.13M - $4.2M
|
187K
$15.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
50.3K+ 0.56% |
$4.08M - $4.14M
|
9.11M
$745M
|
|
|
Aug 04, 2023
Q2 2023
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
49.7KNew |
$4.03M - $4.1M
|
49.7K
$4.07M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
48.7K+ 12.45% |
$3.95M - $4.01M
|
440K
$35.9M
|