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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2024
Q4 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
202+ 0.32% |
$16.3K - $16.6K
|
62.9K
$5.14M
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
202New |
$16.3K - $16.6K
|
202
$16.5K
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
197New |
$15.9K - $16.2K
|
197
$16.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Family Management Corp
New York, NY |
BUY
|
- |
186+ 11.71% |
$15K - $15.3K
|
1.77K
$145K
|
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
BUY
|
- |
180+ 1.31% |
$14.5K - $14.8K
|
14K
$1.14M
|
|
|
Jan 31, 2024
Q4 2023
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
177+ 1.68% |
$14.3K - $14.5K
|
10.7K
$876K
|
|
|
Feb 05, 2024
Q4 2023
|
Matrix Trust CO
|
BUY
|
- |
176New |
$14.2K - $14.4K
|
176
$14.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
171+ 6.71% |
$13.8K - $14K
|
2.72K
$223K
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
171+ 3.75% |
$13.8K - $14K
|
4.73K
$387K
|
|
|
Feb 09, 2024
Q4 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
166+ 4.6% |
$13.4K - $13.6K
|
3.78K
$309K
|
|
|
Feb 07, 2024
Q4 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
153+ 28.81% |
$12.3K - $12.6K
|
684
$55.9K
|
|
|
Jan 23, 2024
Q4 2023
|
Straight Path Wealth Management
|
BUY
|
- |
150+ 4.77% |
$12.1K - $12.3K
|
3.3K
$269K
|
|
|
Jan 26, 2024
Q4 2023
|
Seelaus Asset Management LLC
|
BUY
|
- |
150+ 2.27% |
$12.1K - $12.3K
|
6.76K
$553K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
147New |
$11.9K - $12.1K
|
147
$12K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
145+ 8.08% |
$11.7K - $11.9K
|
1.94K
$159K
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
133+ 2.71% |
$10.7K - $10.9K
|
5.04K
$412K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
133New |
$10.7K - $10.9K
|
133
$10.9K
|
|
|
Feb 02, 2024
Q4 2023
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
128+ 1.51% |
$10.3K - $10.5K
|
8.63K
$706K
|
|
|
Jan 22, 2024
Q4 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
127New |
$10.2K - $10.4K
|
127
$10.4K
|
|
|
Jan 24, 2024
Q4 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
125+ 1.35% |
$10.1K - $10.3K
|
9.38K
$767K
|
|
|
Jan 23, 2024
Q4 2023
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
120+ 1.6% |
$9.67K - $9.84K
|
7.63K
$624K
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
114+ 4.45% |
$9.19K - $9.35K
|
2.67K
$219K
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
BUY
|
- |
112+ 361.29% |
$9.03K - $9.19K
|
143
$11.7K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
112New |
$9.03K - $9.19K
|
112
$9.16K
|
|
|
Jan 17, 2024
Q4 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
109+ 2.52% |
$8.79K - $8.94K
|
4.44K
$363K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
103+ 177.59% |
$8.3K - $8.45K
|
161
$13.2K
|
|
|
Jan 09, 2024
Q4 2023
|
Enterprise Bank & Trust CO
|
BUY
|
- |
100+ 0.9% |
$8.06K - $8.2K
|
11.2K
$914K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
98New |
$7.9K - $8.04K
|
98
$8.01K
|
|
|
Jan 23, 2024
Q4 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
97+ 1.02% |
$7.82K - $7.96K
|
9.62K
$787K
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
97+ 0.56% |
$7.82K - $7.96K
|
17.4K
$1.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
90New |
$7.26K - $7.38K
|
90
$7.36K
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
88+ 2.29% |
$7.09K - $7.22K
|
3.93K
$321K
|
|
|
Feb 09, 2024
Q4 2023
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
88+ 0.29% |
$7.09K - $7.22K
|
30.5K
$2.5M
|
|
|
Jan 17, 2024
Q4 2023
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
85+ 0.82% |
$6.85K - $6.97K
|
10.4K
$850K
|
|
|
Feb 14, 2024
Q4 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
82+ 1.16% |
$6.61K - $6.73K
|
7.12K
$582K
|
|
|
Jan 30, 2024
Q4 2023
|
Mtc Wealth Management LLC
|
BUY
|
- |
80+ 0.14% |
$6.45K - $6.56K
|
56K
$4.58M
|
|
|
Feb 02, 2024
Q4 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
80+ 1.16% |
$6.45K - $6.56K
|
6.98K
$570K
|
|
|
Jan 29, 2024
Q4 2023
|
Live Oak Private Wealth LLC
|
BUY
|
- |
76+ 1.52% |
$6.13K - $6.24K
|
5.08K
$415K
|
|
|
Jan 18, 2024
Q4 2023
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
72+ 1.16% |
$5.8K - $5.91K
|
6.26K
$512K
|
|
|
Jan 12, 2024
Q4 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
71+ 0.98% |
$5.72K - $5.82K
|
7.32K
$599K
|
|
|
Jan 26, 2024
Q4 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
70+ 1.63% |
$5.64K - $5.74K
|
4.37K
$357K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
BUY
|
- |
66New |
$5.32K - $5.41K
|
66
$5.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
56+ 1.14% |
$4.51K - $4.59K
|
4.97K
$406K
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
55+ 0.34% |
$4.43K - $4.51K
|
16.2K
$1.32M
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
49New |
$3.95K - $4.02K
|
49
$4.01K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
48+ 120.0% |
$3.87K - $3.94K
|
88
$7.2K
|
|
|
Jan 02, 2024
Q4 2023
|
Symmetry Partners, LLC
|
BUY
|
- |
46+ 0.06% |
$3.71K - $3.77K
|
72.5K
$5.93M
|
|
|
Jan 11, 2024
Q4 2023
|
Rockland Trust CO
|
BUY
|
- |
43+ 0.38% |
$3.47K - $3.53K
|
11.3K
$921K
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
43+ 0.57% |
$3.47K - $3.53K
|
7.55K
$618K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
42New |
$3.39K - $3.45K
|
42
$3.43K
|