Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-110K- 19.2% |
$8.88M - $8.95M
|
463K
$38.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Retirement Capital Strategies
|
SELL
|
- |
-114K- 96.59% |
$9.24M - $9.32M
|
4.04K
$334K
|
|
|
Nov 01, 2023
Q3 2023
|
Pacific Wealth Management
|
SELL
|
- |
-116K- 52.99% |
$9.35M - $9.42M
|
103K
$8.49M
|
|
|
Nov 14, 2023
Q3 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-117K- 99.52% |
$9.42M - $9.5M
|
561
$46.4K
|
|
|
Nov 09, 2023
Q3 2023
|
Pacific Financial Group Inc
|
SELL
|
- |
-118K- 80.83% |
$9.51M - $9.59M
|
28K
$2.31M
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
SELL
|
- |
-125K- 13.84% |
$10.1M - $10.2M
|
779K
$64.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-128K- 7.56% |
$10.3M - $10.4M
|
1.56M
$129M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-129K- 20.55% |
$10.4M - $10.5M
|
497K
$41.1M
|
|
|
Oct 26, 2023
Q3 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-131K- 86.55% |
$10.6M - $10.6M
|
20.3K
$1.68M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-138K- 9.29% |
$11.1M - $11.2M
|
1.34M
$111M
|
|
|
Oct 18, 2023
Q3 2023
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-142K- 62.87% |
$11.5M - $11.6M
|
83.9K
$6.93M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-146K- 34.44% |
$11.8M - $11.9M
|
278K
$23M
|
|
|
Nov 13, 2023
Q3 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-151K- 98.06% |
$12.1M - $12.3M
|
2.98K
$246K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-160K- 47.52% |
$12.9M - $13M
|
177K
$14.6M
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-162K- 26.96% |
$13M - $13.2M
|
438K
$36.2M
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-178K- 93.05% |
$14.4M - $14.5M
|
13.3K
$1.1M
|
|
|
Nov 07, 2023
Q3 2023
|
Strategic Equity Management
|
SELL
|
- |
-183K- 77.23% |
$14.8M - $14.9M
|
54K
$4.46M
|
|
|
Nov 08, 2023
Q3 2023
|
Banco Santander, S.A.
|
SELL
|
- |
-188K- 44.74% |
$15.1M - $15.3M
|
232K
$19.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-200K- 29.4% |
$16.1M - $16.2M
|
479K
$39.6M
|
|
|
Oct 26, 2023
Q3 2023
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-201K- 88.75% |
$16.2M - $16.4M
|
25.5K
$2.11M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-204K- 3.57% |
$16.4M - $16.6M
|
5.5M
$455M
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-207K- 16.44% |
$16.7M - $16.9M
|
1.05M
$87.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-212K- 5.25% |
$17.1M - $17.3M
|
3.83M
$317M
|
|
|
Jun 17, 2024
Q3 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-239K- 66.4% |
$19.3M - $19.5M
|
121K
$10M
|
|
|
Nov 13, 2023
Q3 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-245K- 30.91% |
$19.7M - $19.9M
|
547K
$45.2M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-262K- 1.07% |
$21.2M - $21.3M
|
24.3M
$2.01B
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-289K- 17.63% |
$23.4M - $23.6M
|
1.35M
$112M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-304K- 23.58% |
$24.6M - $24.8M
|
986K
$81.5M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-335K- 12.52% |
$27M - $27.2M
|
2.34M
$193M
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-359K- 18.14% |
$29M - $29.2M
|
1.62M
$134M
|
|
|
Nov 14, 2023
Q3 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-406K- 44.99% |
$32.7M - $33M
|
496K
$41M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-522K- 9.56% |
$42.2M - $42.5M
|
4.94M
$408M
|
|
|
Nov 14, 2023
Q3 2023
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-558K- 99.47% |
$45M - $45.4M
|
2.97K
$245K
|
|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-582K- 57.65% |
$47M - $47.3M
|
427K
$35.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-621K- 98.47% |
$50.1M - $50.5M
|
9.67K
$799K
|
|
|
Oct 06, 2023
Q3 2023
|
Members Trust CO
|
SELL
|
- |
-680K- 46.6% |
$54.8M - $55.3M
|
779K
$64.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-732K- 2.87% |
$59.1M - $59.6M
|
24.8M
$2.05B
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-807K- 13.06% |
$65.1M - $65.6M
|
5.37M
$444M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-849K- 41.04% |
$68.5M - $69.1M
|
1.22M
$101M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.17MClosed |
$94.5M - $95.3M
|
0
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-1.37M- 18.49% |
$110M - $111M
|
6.02M
$498M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.44M- 30.48% |
$116M - $117M
|
3.28M
$271M
|
|
|
Nov 14, 2023
Q3 2023
|
Gfg Capital, LLC
|
SELL
|
- |
-1.99M- 98.76% |
$161M - $162M
|
24.9K
$2.06M
|
|
|
Nov 07, 2023
Q3 2023
|
Barclays PLC
London, X0 |
SELL
|
- |
-3.34M- 66.23% |
$269M - $272M
|
1.7M
$141M
|