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 18, 2023
Q2 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-1.29K- 2.47% |
$104K - $106K
|
51K
$4.17M
|
|
|
Jul 11, 2023
Q2 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-1.3K- 11.55% |
$105K - $107K
|
9.92K
$811K
|
|
|
Aug 11, 2023
Q2 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-1.31K- 24.85% |
$106K - $108K
|
3.96K
$324K
|
|
|
Aug 04, 2023
Q2 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-1.31K- 34.48% |
$106K - $108K
|
2.49K
$204K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-1.32K- 6.66% |
$107K - $108K
|
18.4K
$1.51M
|
|
|
Aug 07, 2023
Q2 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-1.32K- 9.74% |
$107K - $109K
|
12.3K
$1M
|
|
|
Aug 10, 2023
Q2 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-1.33K- 10.15% |
$108K - $110K
|
11.8K
$964K
|
|
|
Aug 14, 2023
Q2 2023
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-1.35K- 19.54% |
$109K - $111K
|
5.54K
$453K
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-1.36K- 1.29% |
$110K - $112K
|
103K
$8.45M
|
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-1.37K- 99.64% |
$111K - $113K
|
5
$409
|
|
|
Aug 07, 2023
Q2 2023
|
Cypress Capital, LLC
|
SELL
|
- |
-1.38K- 0.53% |
$111K - $113K
|
259K
$21.2M
|
|
|
Jul 27, 2023
Q2 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-1.43K- 10.23% |
$116K - $118K
|
12.6K
$1.03M
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-1.47K- 1.31% |
$119K - $121K
|
111K
$9.06M
|
|
|
Aug 14, 2023
Q2 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-1.48K- 62.91% |
$120K - $122K
|
872
$71.3K
|
|
|
Aug 08, 2023
Q2 2023
|
Nvwm, LLC
|
SELL
|
- |
-1.52K- 6.39% |
$123K - $125K
|
22.2K
$1.82M
|
|
|
Aug 01, 2023
Q2 2023
|
Community Bank, N.A.
|
SELL
|
- |
-1.55K- 18.38% |
$126K - $128K
|
6.88K
$563K
|
|
|
Jul 20, 2023
Q2 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-1.56K- 13.61% |
$127K - $129K
|
9.91K
$811K
|
|
|
Jul 13, 2023
Q2 2023
|
Falcon Wealth Planning
|
SELL
|
- |
-1.65K- 11.41% |
$134K - $136K
|
12.8K
$1.05M
|
|
|
Aug 11, 2023
Q2 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-1.69K- 4.79% |
$137K - $139K
|
33.6K
$2.74M
|
|
|
Jul 28, 2023
Q2 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-1.69K- 3.86% |
$137K - $139K
|
42.2K
$3.45M
|
|
|
Aug 01, 2023
Q2 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-1.75K- 19.86% |
$142K - $145K
|
7.08K
$579K
|
|
|
Jul 27, 2023
Q2 2023
|
Rockland Trust CO
|
SELL
|
- |
-1.76K- 13.41% |
$143K - $145K
|
11.4K
$931K
|
|
|
Aug 09, 2023
Q2 2023
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
SELL
|
- |
-1.79K- 10.07% |
$145K - $147K
|
15.9K
$1.3M
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.86K- 31.81% |
$151K - $154K
|
4K
$327K
|
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.9K- 41.75% |
$154K - $156K
|
2.65K
$216K
|
|
|
Jul 13, 2023
Q2 2023
|
First United Bank & Trust
|
SELL
|
- |
-1.9K- 38.91% |
$154K - $156K
|
2.98K
$244K
|
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-1.93K- 3.68% |
$157K - $159K
|
50.6K
$4.14M
|
|
|
Jul 17, 2023
Q2 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-1.97K- 8.07% |
$160K - $163K
|
22.5K
$1.84M
|
|
|
Aug 09, 2023
Q2 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1.98K- 9.78% |
$160K - $163K
|
18.2K
$1.49M
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2K- 31.62% |
$162K - $165K
|
4.32K
$353K
|
|
|
Jul 21, 2023
Q2 2023
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-2.01K- 4.54% |
$163K - $165K
|
42.2K
$3.45M
|
|
|
Aug 09, 2023
Q2 2023
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-2.02K- 26.07% |
$164K - $167K
|
5.74K
$469K
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-2.03K- 11.07% |
$164K - $167K
|
16.3K
$1.33M
|
|
|
Aug 02, 2023
Q2 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-2.03K- 8.08% |
$165K - $168K
|
23.1K
$1.89M
|
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-2.04K- 8.15% |
$165K - $168K
|
23K
$1.88M
|
|
|
Jul 10, 2023
Q2 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-2.06K- 2.43% |
$167K - $170K
|
82.6K
$6.76M
|
|
|
Jul 10, 2023
Q2 2023
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-2.06K- 1.93% |
$167K - $170K
|
105K
$8.58M
|
|
|
Aug 07, 2023
Q2 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-2.08K- 11.54% |
$169K - $171K
|
16K
$1.3M
|
|
|
Jul 20, 2023
Q2 2023
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-2.1K- 2.42% |
$170K - $173K
|
84.4K
$6.9M
|
|
|
Nov 03, 2023
Q2 2023
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-2.1K- 2.42% |
$170K - $173K
|
84.4K
$6.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-2.12K- 6.29% |
$172K - $175K
|
31.6K
$2.59M
|
|
|
Aug 11, 2023
Q2 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-2.2K- 22.82% |
$178K - $181K
|
7.42K
$607K
|
|
|
Jul 17, 2023
Q2 2023
|
Martin Capital Partners, LLC
|
SELL
|
- |
-2.23K- 4.2% |
$180K - $183K
|
50.8K
$4.16M
|
|
|
Jul 13, 2023
Q2 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-2.23K- 4.01% |
$181K - $184K
|
53.5K
$4.38M
|
|
|
Jul 18, 2023
Q2 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-2.27K- 9.03% |
$184K - $187K
|
22.8K
$1.87M
|
|
|
Aug 11, 2023
Q2 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-2.29K- 20.24% |
$186K - $189K
|
9.03K
$739K
|
|
|
Sep 25, 2024
Q2 2023
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-2.3K- 45.49% |
$186K - $189K
|
2.75K
$225K
|
|
|
Aug 03, 2023
Q2 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-2.32K- 21.21% |
$188K - $191K
|
8.61K
$704K
|
|
|
Aug 07, 2023
Q2 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-2.33K- 3.02% |
$189K - $192K
|
74.7K
$6.11M
|
|
|
Jul 14, 2023
Q2 2023
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-2.33K- 35.16% |
$189K - $192K
|
4.3K
$352K
|