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 19, 2023
Q2 2023
|
Weaver Consulting Group
|
SELL
|
- |
-320- 4.4% |
$25.9K - $26.4K
|
6.95K
$575K
|
|
|
Jul 12, 2023
Q2 2023
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-325- 2.79% |
$26.3K - $26.8K
|
11.3K
$935K
|
|
|
Jul 25, 2023
Q2 2023
|
Mainstay Capital Management LLC
|
SELL
|
- |
-349- 0.86% |
$28.3K - $28.8K
|
40.4K
$3.34M
|
|
|
Jul 10, 2023
Q2 2023
|
Appleton Partners Inc
|
SELL
|
- |
-359- 9.86% |
$29.1K - $29.6K
|
3.28K
$271K
|
|
|
Jul 27, 2023
Q2 2023
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-365- 5.16% |
$29.6K - $30.1K
|
6.71K
$555K
|
|
|
Jul 28, 2023
Q2 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-376- 13.56% |
$30.5K - $31K
|
2.4K
$198K
|
|
|
Jul 10, 2023
Q2 2023
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-379- 0.26% |
$30.7K - $31.2K
|
146K
$12.1M
|
|
|
Jul 18, 2023
Q2 2023
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-384- 5.66% |
$31.1K - $31.6K
|
6.4K
$529K
|
|
|
Aug 09, 2023
Q2 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-395- 1.89% |
$32K - $32.6K
|
20.5K
$1.69M
|
|
|
Jul 17, 2023
Q2 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-406- 38.41% |
$32.9K - $33.5K
|
651
$53.8K
|
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-412- 0.33% |
$33.4K - $34K
|
125K
$10.3M
|
|
|
Aug 02, 2023
Q2 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-415- 2.06% |
$33.6K - $34.2K
|
19.7K
$1.63M
|
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-428- 2.71% |
$34.7K - $35.3K
|
15.4K
$1.27M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-428- 0.19% |
$34.7K - $35.3K
|
223K
$18.5M
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-430- 4.43% |
$34.9K - $35.4K
|
9.28K
$767K
|
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
SELL
|
- |
-430- 5.85% |
$34.9K - $35.4K
|
6.92K
$572K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-433- 0.48% |
$35.1K - $35.7K
|
89.7K
$7.42M
|
|
|
Aug 14, 2023
Q2 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-444- 2.21% |
$36K - $36.6K
|
19.6K
$1.62M
|
|
|
Apr 16, 2024
Q2 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-446- 1.9% |
$36.1K - $36.8K
|
23K
$1.9M
|
|
|
Jan 02, 2024
Q2 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-455- 7.65% |
$36.9K - $37.5K
|
5.49K
$454K
|
|
|
Aug 11, 2023
Q2 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-474- 8.37% |
$38.4K - $39.1K
|
5.19K
$429K
|
|
|
Aug 14, 2023
Q2 2023
|
Meridian Management CO
|
SELL
|
- |
-477- 11.21% |
$38.7K - $39.3K
|
3.78K
$312K
|
|
|
Jul 13, 2023
Q2 2023
|
A. D. Beadell Investment Counsel, Inc.
|
SELL
|
- |
-479- 11.77% |
$38.8K - $39.5K
|
3.59K
$297K
|
|
|
Aug 01, 2023
Q2 2023
|
Avestar Capital, LLC
|
SELL
|
- |
-480- 14.12% |
$38.9K - $39.6K
|
2.92K
$241K
|
|
|
Aug 01, 2023
Q2 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-488- 6.8% |
$39.6K - $40.2K
|
6.69K
$553K
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-493- 54.36% |
$40K - $40.6K
|
414
$34.2K
|
|
|
Jul 21, 2023
Q2 2023
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-494- 7.0% |
$40K - $40.7K
|
6.56K
$543K
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
SELL
|
- |
-516- 43.65% |
$41.8K - $42.5K
|
666
$55.1K
|
|
|
Jul 20, 2023
Q2 2023
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-523- 3.45% |
$42.4K - $43.1K
|
14.6K
$1.21M
|
|
|
Aug 08, 2023
Q2 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-534- 15.15% |
$43.3K - $44K
|
2.99K
$247K
|
|
|
Aug 14, 2023
Q2 2023
|
Kingfisher Capital LLC
|
SELL
|
- |
-537- 7.36% |
$43.5K - $44.3K
|
6.76K
$559K
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-550- 1.97% |
$44.6K - $45.3K
|
27.3K
$2.26M
|
|
|
Jul 14, 2023
Q2 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-560- 3.71% |
$45.4K - $46.1K
|
14.5K
$1.2M
|
|
|
Jul 20, 2023
Q2 2023
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-581- 7.49% |
$47.1K - $47.9K
|
7.18K
$593K
|
|
|
Jul 27, 2023
Q2 2023
|
ETF Store, Inc.
|
SELL
|
- |
-584- 8.62% |
$47.3K - $48.1K
|
6.19K
$512K
|
|
|
Jul 31, 2023
Q2 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-590- 2.79% |
$47.8K - $48.6K
|
20.6K
$1.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-593- 1.98% |
$48.1K - $48.9K
|
29.3K
$2.43M
|
|
|
Jul 27, 2023
Q2 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-596- 52.7% |
$48.3K - $49.1K
|
535
$44.2K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-597- 16.05% |
$48.4K - $49.2K
|
3.12K
$258K
|
|
|
Aug 15, 2023
Q2 2023
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-601- 18.61% |
$48.7K - $49.5K
|
2.63K
$217K
|
|
|
Aug 09, 2023
Q2 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-602- 4.43% |
$48.8K - $49.6K
|
13K
$1.07M
|
|
|
Jul 28, 2023
Q2 2023
|
Peoples Bank
|
SELL
|
- |
-603- 1.67% |
$48.9K - $49.7K
|
35.6K
$2.94M
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-610- 4.94% |
$49.4K - $50.3K
|
11.7K
$971K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-617- 33.75% |
$50K - $50.8K
|
1.21K
$100K
|
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-622- 9.95% |
$50.4K - $51.3K
|
5.63K
$466K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-630- 2.86% |
$51.1K - $51.9K
|
21.4K
$1.77M
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-643- 8.55% |
$52.1K - $53K
|
6.88K
$569K
|
|
|
Aug 15, 2023
Q2 2023
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-643- 15.98% |
$52.1K - $53K
|
3.38K
$279K
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-645- 11.22% |
$52.3K - $53.2K
|
5.1K
$422K
|
|
|
Jul 14, 2023
Q2 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-651- 2.88% |
$52.8K - $53.6K
|
22K
$1.82M
|