Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
6.11M+ 25.15% |
$493M - $501M
|
30.4M
$2.49B
|
|
|
Feb 01, 2024
Q4 2023
|
Cornell University
New York, NY |
BUY
|
- |
4.29MNew |
$346M - $352M
|
4.29M
$351M
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
4.07M+ 28.04% |
$328M - $334M
|
18.6M
$1.52B
|
|
|
Feb 13, 2024
Q4 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
1.85M+ 3931.45% |
$149M - $152M
|
1.9M
$155M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.45MNew |
$117M - $119M
|
1.45M
$119M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.35M+ 4.65% |
$109M - $111M
|
30.4M
$2.49B
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
891K+ 25.73% |
$71.8M - $73.1M
|
4.35M
$356M
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
869K+ 203.4% |
$70.1M - $71.3M
|
1.3M
$106M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
745K+ 95.68% |
$60.1M - $61.1M
|
1.52M
$125M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
744K+ 43.61% |
$60M - $61M
|
2.45M
$200M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
722KNew |
$58.2M - $59.2M
|
722K
$59M
|
|
|
Feb 14, 2024
Q4 2023
|
Scopus Asset Management, L.P.
New York, NY |
BUY
|
- |
619KNew |
$49.9M - $50.8M
|
619K
$50.6M
|
|
|
Jan 31, 2024
Q4 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
437KNew |
$35.2M - $35.8M
|
437K
$35.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Amundi
Paris, I0 |
BUY
|
- |
361KNew |
$29.1M - $29.6M
|
361K
$29.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
298K+ 186.91% |
$24M - $24.5M
|
458K
$37.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
284KNew |
$22.9M - $23.3M
|
284K
$23.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
280K+ 7.34% |
$22.6M - $23M
|
4.09M
$335M
|
|
|
Jan 12, 2024
Q4 2023
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
271K+ 9129.99% |
$21.8M - $22.2M
|
274K
$22.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
260K+ 646.62% |
$20.9M - $21.3M
|
300K
$24.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
233KNew |
$18.8M - $19.2M
|
233K
$19.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
214KNew |
$17.3M - $17.6M
|
214K
$17.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
207K+ 19.67% |
$16.7M - $17M
|
1.26M
$103M
|
|
|
Feb 08, 2024
Q4 2023
|
Adroit Compliance, LLC
Rockford, IL |
BUY
|
- |
189KNew |
$15.2M - $15.5M
|
189K
$15.5M
|
|
|
Jan 16, 2024
Q4 2023
|
3 Edge Asset Management, LP
|
BUY
|
- |
187KNew |
$15.1M - $15.4M
|
187K
$15.3M
|
|
|
Jan 31, 2024
Q4 2023
|
Htlf Bank
Denver, CO |
BUY
|
- |
187KNew |
$15M - $15.3M
|
187K
$15.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
178K+ 2.95% |
$14.3M - $14.6M
|
6.2M
$507M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
143K+ 7889.38% |
$11.6M - $11.8M
|
145K
$11.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
143K+ 7889.38% |
$11.6M - $11.8M
|
145K
$11.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
140KNew |
$11.3M - $11.5M
|
140K
$11.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Win Advisors, Inc
|
BUY
|
- |
130KNew |
$10.5M - $10.7M
|
130K
$10.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
125K+ 2690.55% |
$10.1M - $10.3M
|
130K
$10.6M
|
|
|
Jan 10, 2024
Q4 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
121KNew |
$9.77M - $9.94M
|
121K
$9.91M
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
114K+ 110.1% |
$9.22M - $9.39M
|
218K
$17.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
113K+ 2.1% |
$9.08M - $9.24M
|
5.48M
$448M
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
109K+ 282.4% |
$8.78M - $8.94M
|
147K
$12.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
101KNew |
$8.14M - $8.28M
|
101K
$8.25M
|
|
|
Jan 24, 2024
Q4 2023
|
Smith, Salley & Associates
|
BUY
|
- |
101K+ 387.03% |
$8.1M - $8.25M
|
126K
$10.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Wt Wealth Management
|
BUY
|
- |
100K+ 1617.72% |
$8.06M - $8.2M
|
106K
$8.68M
|
|
|
Jan 24, 2024
Q4 2023
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
89.8KNew |
$7.24M - $7.37M
|
89.8K
$7.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
85.7K+ 27.29% |
$6.91M - $7.03M
|
400K
$32.7M
|
|
|
Feb 02, 2024
Q4 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
84.9K+ 13.19% |
$6.85M - $6.97M
|
729K
$59.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
83.6KNew |
$6.74M - $6.86M
|
83.6K
$6.84M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
83.5KNew |
$6.73M - $6.85M
|
83.5K
$6.82M
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
83.1K+ 63.91% |
$6.7M - $6.82M
|
213K
$17.4M
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
79.6K+ 395.71% |
$6.42M - $6.53M
|
99.8K
$8.16M
|
|
|
Jan 22, 2024
Q4 2023
|
Durante & Waters, LLC
Brewster, NY |
BUY
|
- |
77KNew |
$6.21M - $6.32M
|
77K
$6.3M
|
|
|
Aug 20, 2024
Q4 2023
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
74.6K+ 14.14% |
$6.01M - $6.12M
|
602K
$49.2M
|
|
|
Jun 17, 2024
Q4 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
72.3K+ 20.05% |
$5.83M - $5.93M
|
433K
$35.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
72.1K+ 40.9% |
$5.81M - $5.91M
|
248K
$20.3M
|
|
|
Jan 25, 2024
Q4 2023
|
Tfc Financial Management
|
BUY
|
- |
68.9K+ 5739.67% |
$5.55M - $5.65M
|
70.1K
$5.73M
|