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
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-2.29K- 20.24% |
$186K - $189K
|
9.03K
$746K
|
|
|
Sep 25, 2024
Q2 2023
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-2.3K- 45.49% |
$186K - $189K
|
2.75K
$227K
|
|
|
Aug 03, 2023
Q2 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-2.32K- 21.21% |
$188K - $191K
|
8.61K
$711K
|
|
|
Aug 07, 2023
Q2 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-2.33K- 3.02% |
$189K - $192K
|
74.7K
$6.17M
|
|
|
Jul 14, 2023
Q2 2023
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-2.33K- 35.16% |
$189K - $192K
|
4.3K
$355K
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-2.36K- 1.39% |
$191K - $194K
|
167K
$13.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-2.41K- 4.2% |
$195K - $198K
|
54.8K
$4.53M
|
|
|
Aug 11, 2023
Q2 2023
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-2.43K- 6.02% |
$197K - $201K
|
38K
$3.14M
|
|
|
Aug 08, 2023
Q2 2023
|
Rollins Financial
|
SELL
|
- |
-2.47K- 12.41% |
$200K - $204K
|
17.5K
$1.44M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.49K- 3.29% |
$201K - $205K
|
73.1K
$6.03M
|
|
|
Aug 03, 2023
Q2 2023
|
Private Wealth Partners, LLC
|
SELL
|
- |
-2.5K- 41.67% |
$203K - $206K
|
3.5K
$289K
|
|
|
Jul 07, 2023
Q2 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-2.5K- 61.41% |
$203K - $206K
|
1.57K
$130K
|
|
|
Nov 13, 2023
Q2 2023
|
Easterly Investment Partners LLC
|
SELL
|
- |
-2.5K- 1.93% |
$203K - $206K
|
127K
$10.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-2.5K- 3.56% |
$203K - $206K
|
67.8K
$5.6M
|
|
|
Jul 14, 2023
Q2 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-2.57K- 12.76% |
$208K - $212K
|
17.6K
$1.45M
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.58K- 3.87% |
$209K - $212K
|
63.9K
$5.28M
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.58K- 3.87% |
$209K - $212K
|
63.9K
$5.28M
|
|
|
Aug 08, 2023
Q2 2023
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-2.6K- 5.1% |
$210K - $214K
|
48.4K
$3.99M
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-2.61K- 1.88% |
$211K - $215K
|
136K
$11.2M
|
|
|
Aug 01, 2023
Q2 2023
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-2.72K- 5.89% |
$220K - $224K
|
43.5K
$3.59M
|
|
|
Aug 14, 2023
Q2 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-2.75K- 12.55% |
$223K - $226K
|
19.1K
$1.58M
|
|
|
Jul 17, 2023
Q2 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-2.76K- 38.55% |
$223K - $227K
|
4.39K
$363K
|
|
|
Aug 04, 2023
Q2 2023
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-2.78K- 1.97% |
$225K - $229K
|
138K
$11.4M
|
|
|
Jul 18, 2023
Q2 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-2.81K- 7.48% |
$227K - $231K
|
34.7K
$2.86M
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-2.83K- 4.87% |
$229K - $233K
|
55.2K
$4.56M
|
|
|
Jul 13, 2023
Q2 2023
|
Hudson Capital Management LLC
|
SELL
|
- |
-2.84K- 52.75% |
$230K - $234K
|
2.54K
$210K
|
|
|
Jul 20, 2023
Q2 2023
|
Ironwood Financial, LLC
|
SELL
|
- |
-2.87K- 32.93% |
$233K - $237K
|
5.85K
$483K
|
|
|
Jul 13, 2023
Q2 2023
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-2.91K- 18.85% |
$236K - $240K
|
12.5K
$1.03M
|
|
|
Jul 03, 2023
Q2 2023
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-2.95K- 13.69% |
$239K - $243K
|
18.6K
$1.53M
|
|
|
Jul 20, 2023
Q2 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-2.96K- 4.99% |
$240K - $244K
|
56.3K
$4.65M
|
|
|
Jul 20, 2023
Q2 2023
|
Jmac Enterprises LLC
|
SELL
|
- |
-2.99K- 2.88% |
$242K - $246K
|
101K
$8.31M
|
|
|
Jul 21, 2023
Q2 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-3.07K- 37.65% |
$249K - $253K
|
5.09K
$420K
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3.19K- 4.65% |
$258K - $263K
|
65.4K
$5.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-3.19K- 24.79% |
$259K - $263K
|
9.69K
$800K
|
|
|
Aug 02, 2023
Q2 2023
|
One Day In July LLC
|
SELL
|
- |
-3.23K- 6.45% |
$262K - $266K
|
46.8K
$3.86M
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-3.38K- 30.89% |
$274K - $279K
|
7.56K
$625K
|
|
|
Jul 24, 2023
Q2 2023
|
Country Club Bank
|
SELL
|
- |
-3.4K- 4.33% |
$276K - $280K
|
75.2K
$6.21M
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
SELL
|
- |
-3.58K- 0.7% |
$290K - $295K
|
507K
$41.9M
|
|
|
Aug 07, 2023
Q2 2023
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-3.67K- 9.0% |
$297K - $302K
|
37.1K
$3.06M
|
|
|
Aug 14, 2023
Q2 2023
|
Hamilton Wealth, LLC
|
SELL
|
- |
-3.7K- 25.16% |
$300K - $305K
|
11K
$909K
|
|
|
Aug 10, 2023
Q2 2023
|
Fwl Investment Management, LLC
|
SELL
|
- |
-3.74K- 17.24% |
$303K - $308K
|
17.9K
$1.48M
|
|
|
Aug 01, 2023
Q2 2023
|
Mechanics Financial Corp
|
SELL
|
- |
-3.78K- 76.97% |
$307K - $312K
|
1.13K
$93.5K
|
|
|
Jul 12, 2023
Q2 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-3.91K- 48.39% |
$317K - $322K
|
4.17K
$345K
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-4.02K- 0.67% |
$326K - $331K
|
600K
$49.5M
|
|
|
Jul 21, 2023
Q2 2023
|
Jessup Wealth Management, Inc
Dayton, OH |
SELL
|
- |
-4.02K- 41.02% |
$326K - $332K
|
5.79K
$478K
|
|
|
Aug 11, 2023
Q2 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.07K- 1.91% |
$330K - $335K
|
209K
$17.2M
|
|
|
Aug 02, 2023
Q2 2023
|
Amg National Trust Bank
|
SELL
|
- |
-4.1K- 41.86% |
$332K - $338K
|
5.7K
$470K
|
|
|
Aug 08, 2023
Q2 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-4.19K- 13.77% |
$339K - $345K
|
26.2K
$2.16M
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-4.22K- 13.12% |
$342K - $348K
|
28K
$2.31M
|
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-4.27K- 7.41% |
$346K - $352K
|
53.3K
$4.4M
|