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 |
|---|---|---|---|---|---|---|---|
|
Jul 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
5+ 0.03% |
$405 - $412
|
18.2K
$1.5M
|
|
|
Jul 20, 2023
Q2 2023
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
5+ 0.06% |
$405 - $412
|
8.31K
$687K
|
|
|
Jul 10, 2023
Q2 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
4+ 0.07% |
$324 - $330
|
5.37K
$444K
|
|
|
Aug 04, 2023
Q2 2023
|
West Branch Capital LLC
|
BUY
|
- |
3+ 0.99% |
$243 - $247
|
305
$25.2K
|
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
3+ 0.3% |
$243 - $247
|
1.01K
$83.5K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
3+ 0.64% |
$243 - $247
|
475
$39.3K
|
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 0.8% |
$162 - $165
|
253
$20.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
$81.1 - $82.4
|
1
$82.7
|
|
|
Jul 10, 2024
Q2 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
1+ 0.02% |
$81.1 - $82.4
|
4.87K
$403K
|
|
|
Jul 20, 2023
Q2 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
1+ 0.02% |
$81.1 - $82.4
|
5.79K
$479K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
1+ 0.07% |
$81.1 - $82.4
|
1.45K
$120K
|
|
|
Aug 16, 2023
Q2 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 0.38% |
$81.1 - $82.4
|
264
$21.8K
|
|
|
Aug 07, 2023
Q2 2023
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1- 1.22% |
$81.1 - $82.4
|
81
$6.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-4- 2.01% |
$324 - $330
|
195
$16.1K
|
|
|
Aug 03, 2023
Q2 2023
|
Triumph Capital Management
|
SELL
|
- |
-7- 0.2% |
$567 - $577
|
3.52K
$291K
|
|
|
Jul 26, 2023
Q2 2023
|
High Mark Wealth Management LLC
|
SELL
|
- |
-15- 0.08% |
$1.22K - $1.24K
|
19.2K
$1.59M
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-18- 10.23% |
$1.46K - $1.48K
|
158
$13.1K
|
|
|
Jul 24, 2023
Q2 2023
|
Twele Capital Management, Inc.
|
SELL
|
- |
-24- 0.07% |
$1.95K - $1.98K
|
32.7K
$2.71M
|
|
|
Aug 11, 2023
Q2 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-25- 0.09% |
$2.03K - $2.06K
|
28.6K
$2.36M
|
|
|
Aug 11, 2023
Q2 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-28- 9.76% |
$2.27K - $2.31K
|
259
$21.4K
|
|
|
Jul 12, 2023
Q2 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-31- 21.38% |
$2.51K - $2.55K
|
114
$9.42K
|
|
|
Aug 09, 2023
Q2 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-32- 2.19% |
$2.59K - $2.64K
|
1.43K
$118K
|
|
|
Aug 03, 2023
Q2 2023
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-34- 0.03% |
$2.76K - $2.8K
|
103K
$8.48M
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-35- 4.75% |
$2.84K - $2.88K
|
702
$58K
|
|
|
Aug 04, 2023
Q2 2023
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-39- 0.61% |
$3.16K - $3.21K
|
6.31K
$521K
|
|
|
Jul 12, 2023
Q2 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-41- 0.41% |
$3.32K - $3.38K
|
10.1K
$833K
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-46- 0.58% |
$3.73K - $3.79K
|
7.95K
$657K
|
|
|
Jul 14, 2023
Q2 2023
|
Pacifica Partners Inc.
|
SELL
|
- |
-50- 32.26% |
$4.05K - $4.12K
|
105
$8.68K
|
|
|
Jul 13, 2023
Q2 2023
|
Secure Asset Management, LLC
|
SELL
|
- |
-54- 0.95% |
$4.38K - $4.45K
|
5.66K
$468K
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
SELL
|
- |
-58- 0.44% |
$4.7K - $4.78K
|
13.1K
$1.09M
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-58- 4.96% |
$4.7K - $4.78K
|
1.11K
$91.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-60- 1.02% |
$4.86K - $4.94K
|
5.8K
$479K
|
|
|
Jul 19, 2023
Q2 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-66- 2.09% |
$5.35K - $5.44K
|
3.09K
$256K
|
|
|
Aug 01, 2023
Q2 2023
|
Renasant Bank
|
SELL
|
- |
-69- 0.86% |
$5.59K - $5.69K
|
7.97K
$659K
|
|
|
Jul 12, 2023
Q2 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-72- 1.02% |
$5.84K - $5.93K
|
7.01K
$579K
|
|
|
Jul 31, 2023
Q2 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-74- 2.73% |
$6K - $6.1K
|
2.64K
$218K
|
|
|
Jul 12, 2023
Q2 2023
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-75- 0.66% |
$6.08K - $6.18K
|
11.3K
$937K
|
|
|
Jul 13, 2023
Q2 2023
|
Sinecera Capital, LLC
|
SELL
|
- |
-76- 0.96% |
$6.16K - $6.26K
|
7.87K
$651K
|
|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-76- 1.72% |
$6.16K - $6.26K
|
4.34K
$358K
|
|
|
Aug 11, 2023
Q2 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-77- 1.17% |
$6.24K - $6.35K
|
6.5K
$537K
|
|
|
Aug 03, 2023
Q2 2023
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-80- 20.3% |
$6.48K - $6.59K
|
314
$26K
|
|
|
Jul 20, 2023
Q2 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-82- 0.81% |
$6.65K - $6.76K
|
10.1K
$834K
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
SELL
|
- |
-89- 74.17% |
$7.21K - $7.33K
|
31
$2.56K
|
|
|
Jul 11, 2023
Q2 2023
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-90- 2.89% |
$7.29K - $7.42K
|
3.02K
$250K
|
|
|
Jul 06, 2023
Q2 2023
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-91- 1.85% |
$7.38K - $7.5K
|
4.84K
$400K
|
|
|
Jul 31, 2023
Q2 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-93- 3.52% |
$7.54K - $7.66K
|
2.55K
$211K
|
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-100- 2.31% |
$8.11K - $8.24K
|
4.23K
$349K
|
|
|
Aug 08, 2023
Q2 2023
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-100- 3.02% |
$8.11K - $8.24K
|
3.21K
$265K
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
SELL
|
- |
-100Closed |
$8.11K - $8.24K
|
0
$0
|