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 14, 2023
Q2 2023
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-256K- 60.62% |
$20.8M - $21.1M
|
166K
$13.7M
|
|
|
Jun 17, 2024
Q2 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-266K- 73.68% |
$21.5M - $21.9M
|
94.9K
$7.83M
|
|
|
Jul 13, 2023
Q2 2023
|
Innova Wealth Partners
|
SELL
|
- |
-288K- 77.12% |
$23.3M - $23.7M
|
85.4K
$7.04M
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-306K- 97.74% |
$24.8M - $25.2M
|
7.07K
$583K
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-336K- 5.79% |
$27.2M - $27.6M
|
5.46M
$451M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-344K- 13.28% |
$27.9M - $28.3M
|
2.24M
$185M
|
|
|
Aug 11, 2023
Q2 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-353K- 89.03% |
$28.6M - $29.1M
|
43.5K
$3.59M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-365K- 12.03% |
$29.6M - $30.1M
|
2.67M
$220M
|
|
|
Aug 11, 2023
Q2 2023
|
Stone X Group Inc.
|
SELL
|
- |
-376K- 88.98% |
$30.4M - $30.9M
|
46.5K
$3.83M
|
|
|
Jul 31, 2023
Q2 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-379K- 87.38% |
$30.7M - $31.2M
|
54.7K
$4.51M
|
|
|
Jul 31, 2023
Q2 2023
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-383K- 98.72% |
$31M - $31.6M
|
4.98K
$411K
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-418K- 65.93% |
$33.9M - $34.5M
|
216K
$17.8M
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-463K- 94.82% |
$37.5M - $38.2M
|
25.3K
$2.08M
|
|
|
Aug 11, 2023
Q2 2023
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-480K- 11.26% |
$38.9M - $39.6M
|
3.78M
$312M
|
|
|
Aug 11, 2023
Q2 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-519K- 92.05% |
$42M - $42.7M
|
44.8K
$3.69M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-520K- 20.09% |
$42.2M - $42.9M
|
2.07M
$171M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-545K- 6.87% |
$44.2M - $44.9M
|
7.39M
$610M
|
|
|
Jul 18, 2023
Q2 2023
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-621K- 92.83% |
$50.3M - $51.1M
|
48K
$3.96M
|
|
|
Aug 11, 2023
Q2 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-672K- 52.13% |
$54.4M - $55.4M
|
617K
$50.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-886K- 15.81% |
$71.8M - $73M
|
4.72M
$389M
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-894K- 31.13% |
$72.4M - $73.7M
|
1.98M
$163M
|
|
|
Aug 21, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.2M- 40.54% |
$97M - $98.6M
|
1.75M
$145M
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
SELL
|
- |
-1.35M- 94.64% |
$109M - $111M
|
76.2K
$6.29M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.44M- 20.14% |
$117M - $118M
|
5.7M
$470M
|
|
|
Aug 15, 2023
Q2 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-2.1M- 78.85% |
$171M - $173M
|
565K
$46.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.7M- 13.08% |
$300M - $305M
|
24.6M
$2.03B
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
SELL
|
- |
-5.91M- 84.05% |
$479M - $487M
|
1.12M
$92.6M
|