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
|
Lake Street Financial LLC
|
BUY
|
- |
413+ 6.73% |
$33.5K - $34K
|
6.55K
$542K
|
|
|
Jul 13, 2023
Q2 2023
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
412+ 2.39% |
$33.4K - $34K
|
17.6K
$1.46M
|
|
|
Sep 01, 2023
Q2 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
375+ 1.32% |
$30.4K - $30.9K
|
28.9K
$2.39M
|
|
|
Dec 19, 2024
Q2 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
358+ 0.31% |
$29K - $29.5K
|
115K
$9.53M
|
|
|
Aug 07, 2023
Q2 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
358+ 0.28% |
$29K - $29.5K
|
128K
$10.6M
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
351+ 118.58% |
$28.4K - $28.9K
|
647
$53.5K
|
|
|
Jul 25, 2023
Q2 2023
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
330+ 2.18% |
$26.7K - $27.2K
|
15.4K
$1.28M
|
|
|
Jul 24, 2023
Q2 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
325+ 1547.62% |
$26.3K - $26.8K
|
346
$28.6K
|
|
|
Aug 09, 2023
Q2 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
324New |
$26.3K - $26.7K
|
324
$26.8K
|
|
|
Aug 28, 2024
Q2 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
320+ 43.07% |
$25.9K - $26.4K
|
1.06K
$87.9K
|
|
|
Aug 07, 2023
Q2 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
313+ 0.57% |
$25.4K - $25.8K
|
54.9K
$4.54M
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
310+ 11.03% |
$25.1K - $25.5K
|
3.12K
$258K
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
300+ 272.73% |
$24.3K - $24.7K
|
410
$33.9K
|
|
|
Jul 31, 2023
Q2 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
300+ 6.83% |
$24.3K - $24.7K
|
4.69K
$388K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
299New |
$24.2K - $24.6K
|
299
$24.7K
|
|
|
Jan 15, 2025
Q2 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
299+ 7.96% |
$24.2K - $24.6K
|
4.06K
$335K
|
|
|
Aug 14, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
290New |
$23.5K - $23.9K
|
290
$24K
|
|
|
Aug 11, 2023
Q2 2023
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
288+ 2.55% |
$23.3K - $23.7K
|
11.6K
$957K
|
|
|
Jul 21, 2023
Q2 2023
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
237+ 0.5% |
$19.2K - $19.5K
|
47.5K
$3.93M
|
|
|
Aug 10, 2023
Q2 2023
|
Benedict Financial Advisors Inc
|
BUY
|
- |
236+ 2.56% |
$19.1K - $19.4K
|
9.47K
$783K
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
233+ 4.92% |
$18.9K - $19.2K
|
4.97K
$411K
|
|
|
Aug 09, 2023
Q2 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
224+ 42.59% |
$18.2K - $18.5K
|
750
$62K
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
192+ 75.89% |
$15.6K - $15.8K
|
445
$36.8K
|
|
|
Aug 11, 2023
Q2 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
190+ 1.54% |
$15.4K - $15.7K
|
12.5K
$1.04M
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
189+ 1.55% |
$15.3K - $15.6K
|
12.3K
$1.02M
|
|
|
Jul 17, 2023
Q2 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
179New |
$14.5K - $14.8K
|
179
$14.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
175+ 3.72% |
$14.2K - $14.4K
|
4.88K
$403K
|
|
|
Aug 03, 2023
Q2 2023
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
174+ 2.06% |
$14.1K - $14.3K
|
8.62K
$712K
|
|
|
Jul 18, 2023
Q2 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
171New |
$13.9K - $14.1K
|
171
$14.1K
|
|
|
Jul 19, 2023
Q2 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
170+ 1.95% |
$13.8K - $14K
|
8.9K
$735K
|
|
|
Aug 03, 2023
Q2 2023
|
Spc Financial, Inc.
|
BUY
|
- |
163+ 2.89% |
$13.2K - $13.4K
|
5.8K
$480K
|
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
157+ 2.69% |
$12.7K - $12.9K
|
5.99K
$495K
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
138+ 0.05% |
$11.2K - $11.4K
|
294K
$24.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
135New |
$10.9K - $11.1K
|
135
$11.2K
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
128+ 24.43% |
$10.4K - $10.5K
|
652
$53.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
127New |
$10.3K - $10.5K
|
127
$10.5K
|
|
|
Aug 07, 2023
Q2 2023
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
123+ 0.28% |
$9.97K - $10.1K
|
43.9K
$3.63M
|
|
|
Aug 08, 2023
Q2 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
123+ 5.2% |
$9.97K - $10.1K
|
2.49K
$206K
|
|
|
Jul 07, 2023
Q2 2023
|
Savior LLC
|
BUY
|
- |
118+ 1.97% |
$9.56K - $9.72K
|
6.12K
$506K
|
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
111New |
$9K - $9.15K
|
111
$9.18K
|
|
|
Aug 07, 2023
Q2 2023
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
100New |
$8.11K - $8.24K
|
100
$8.27K
|
|
|
Jul 26, 2023
Q2 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
100+ 20.58% |
$8.11K - $8.24K
|
586
$48.4K
|
|
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
100+ 4.0% |
$8.11K - $8.24K
|
2.6K
$215K
|
|
|
Aug 11, 2023
Q2 2023
|
Amarillo National Bank
|
BUY
|
- |
99+ 0.99% |
$8.02K - $8.16K
|
10.1K
$833K
|
|
|
Aug 14, 2023
Q2 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
97New |
$7.86K - $7.99K
|
97
$8.02K
|
|
|
Jul 21, 2023
Q2 2023
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
90+ 1.74% |
$7.29K - $7.42K
|
5.28K
$436K
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
87New |
$7.05K - $7.17K
|
87
$7.19K
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
75+ 13.54% |
$6.08K - $6.18K
|
629
$52K
|
|
|
Aug 14, 2023
Q2 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
70+ 36.65% |
$5.67K - $5.77K
|
261
$21.6K
|
|
|
Jul 20, 2023
Q2 2023
|
Crew Capital Management, Ltd.
|
BUY
|
- |
70+ 1.32% |
$5.67K - $5.77K
|
5.37K
$444K
|