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 09, 2024
Q4 2023
|
Banque Pictet & Cie Sa
|
BUY
|
- |
265+ 5.1% |
$21.4K - $21.7K
|
5.46K
$450K
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
255New |
$20.6K - $20.9K
|
255
$21K
|
|
|
Jan 18, 2024
Q4 2023
|
Sinecera Capital, LLC
|
BUY
|
- |
252+ 3.23% |
$20.3K - $20.7K
|
8.05K
$662K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
241+ 2.59% |
$19.4K - $19.8K
|
9.53K
$784K
|
|
|
Jan 24, 2024
Q4 2023
|
Brickley Wealth Management
|
BUY
|
- |
230+ 6.12% |
$18.5K - $18.9K
|
3.99K
$328K
|
|
|
Feb 06, 2024
Q4 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
222+ 0.79% |
$17.9K - $18.2K
|
28.3K
$2.33M
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
216+ 2.07% |
$17.4K - $17.7K
|
10.6K
$876K
|
|
|
Feb 06, 2024
Q4 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
205+ 20.24% |
$16.5K - $16.8K
|
1.22K
$100K
|
|
|
Feb 14, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
205+ 1.16% |
$16.5K - $16.8K
|
17.8K
$1.47M
|
|
|
Jan 10, 2024
Q4 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
202+ 0.32% |
$16.3K - $16.6K
|
62.9K
$5.18M
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
202New |
$16.3K - $16.6K
|
202
$16.6K
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
197New |
$15.9K - $16.2K
|
197
$16.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Family Management Corp
New York, NY |
BUY
|
- |
186+ 11.71% |
$15K - $15.3K
|
1.77K
$146K
|
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
BUY
|
- |
180+ 1.31% |
$14.5K - $14.8K
|
14K
$1.15M
|
|
|
Jan 31, 2024
Q4 2023
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
177+ 1.68% |
$14.3K - $14.5K
|
10.7K
$881K
|
|
|
Feb 05, 2024
Q4 2023
|
Matrix Trust CO
|
BUY
|
- |
176New |
$14.2K - $14.4K
|
176
$14.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
171+ 6.71% |
$13.8K - $14K
|
2.72K
$224K
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
171+ 3.75% |
$13.8K - $14K
|
4.73K
$389K
|
|
|
Feb 09, 2024
Q4 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
166+ 4.6% |
$13.4K - $13.6K
|
3.78K
$311K
|
|
|
Feb 07, 2024
Q4 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
153+ 28.81% |
$12.3K - $12.6K
|
684
$56.3K
|
|
|
Jan 23, 2024
Q4 2023
|
Straight Path Wealth Management
|
BUY
|
- |
150+ 4.77% |
$12.1K - $12.3K
|
3.3K
$271K
|
|
|
Jan 26, 2024
Q4 2023
|
Seelaus Asset Management LLC
|
BUY
|
- |
150+ 2.27% |
$12.1K - $12.3K
|
6.76K
$556K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
147New |
$11.9K - $12.1K
|
147
$12.1K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
145+ 8.08% |
$11.7K - $11.9K
|
1.94K
$160K
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
133+ 2.71% |
$10.7K - $10.9K
|
5.04K
$415K
|
|
|
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
$710K
|
|
|
Jan 22, 2024
Q4 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
127New |
$10.2K - $10.4K
|
127
$10.5K
|
|
|
Jan 24, 2024
Q4 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
125+ 1.35% |
$10.1K - $10.3K
|
9.38K
$771K
|
|
|
Jan 23, 2024
Q4 2023
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
120+ 1.6% |
$9.67K - $9.84K
|
7.63K
$628K
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
114+ 4.45% |
$9.19K - $9.35K
|
2.67K
$220K
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
BUY
|
- |
112+ 361.29% |
$9.03K - $9.19K
|
143
$11.8K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
112New |
$9.03K - $9.19K
|
112
$9.22K
|
|
|
Jan 17, 2024
Q4 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
109+ 2.52% |
$8.79K - $8.94K
|
4.44K
$365K
|
|
|
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
$919K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
98New |
$7.9K - $8.04K
|
98
$8.06K
|
|
|
Jan 23, 2024
Q4 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
97+ 1.02% |
$7.82K - $7.96K
|
9.62K
$791K
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
97+ 0.56% |
$7.82K - $7.96K
|
17.4K
$1.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
90New |
$7.26K - $7.38K
|
90
$7.41K
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
88+ 2.29% |
$7.09K - $7.22K
|
3.93K
$323K
|
|
|
Feb 09, 2024
Q4 2023
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
88+ 0.29% |
$7.09K - $7.22K
|
30.5K
$2.51M
|
|
|
Jan 17, 2024
Q4 2023
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
85+ 0.82% |
$6.85K - $6.97K
|
10.4K
$856K
|
|
|
Feb 14, 2024
Q4 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
82+ 1.16% |
$6.61K - $6.73K
|
7.12K
$586K
|
|
|
Jan 30, 2024
Q4 2023
|
Mtc Wealth Management LLC
|
BUY
|
- |
80+ 0.14% |
$6.45K - $6.56K
|
56K
$4.61M
|
|
|
Feb 02, 2024
Q4 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
80+ 1.16% |
$6.45K - $6.56K
|
6.98K
$574K
|
|
|
Jan 29, 2024
Q4 2023
|
Live Oak Private Wealth LLC
|
BUY
|
- |
76+ 1.52% |
$6.13K - $6.24K
|
5.08K
$418K
|
|
|
Jan 18, 2024
Q4 2023
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
72+ 1.16% |
$5.8K - $5.91K
|
6.26K
$515K
|
|
|
Jan 12, 2024
Q4 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
71+ 0.98% |
$5.72K - $5.82K
|
7.32K
$603K
|
|
|
Jan 26, 2024
Q4 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
70+ 1.63% |
$5.64K - $5.74K
|
4.37K
$359K
|