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 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
40+ 0.18% |
$3.22K - $3.28K
|
22K
$1.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
BUY
|
- |
39+ 1.62% |
$3.14K - $3.2K
|
2.44K
$200K
|
|
|
Jan 16, 2024
Q4 2023
|
Twele Capital Management, Inc.
|
BUY
|
- |
37+ 0.12% |
$2.98K - $3.04K
|
30.3K
$2.48M
|
|
|
Feb 05, 2024
Q4 2023
|
Camden Capital, LLC
|
BUY
|
- |
36+ 1.31% |
$2.9K - $2.95K
|
2.79K
$228K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
36New |
$2.9K - $2.95K
|
36
$2.94K
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
35+ 18.32% |
$2.82K - $2.87K
|
226
$18.5K
|
|
|
Jan 24, 2024
Q4 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
34+ 0.53% |
$2.74K - $2.79K
|
6.41K
$524K
|
|
|
Feb 13, 2024
Q4 2023
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
30+ 1.03% |
$2.42K - $2.46K
|
2.95K
$241K
|
|
|
Feb 06, 2024
Q4 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
27+ 1.15% |
$2.18K - $2.22K
|
2.37K
$194K
|
|
|
Jan 11, 2024
Q4 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
23+ 0.24% |
$1.85K - $1.89K
|
9.48K
$775K
|
|
|
Feb 07, 2024
Q4 2023
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
22+ 0.44% |
$1.77K - $1.8K
|
5.07K
$414K
|
|
|
Jan 11, 2024
Q4 2023
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
18+ 0.34% |
$1.45K - $1.48K
|
5.24K
$429K
|
|
|
Feb 01, 2024
Q4 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
18+ 1.15% |
$1.45K - $1.48K
|
1.59K
$130K
|
|
|
Feb 06, 2024
Q4 2023
|
First National Trust CO
|
BUY
|
- |
18+ 0.16% |
$1.45K - $1.48K
|
11.6K
$948K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
16+ 2.37% |
$1.29K - $1.31K
|
691
$56.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Crewe Advisors LLC
|
BUY
|
- |
16+ 1.05% |
$1.29K - $1.31K
|
1.53K
$125K
|
|
|
Feb 07, 2024
Q4 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
15+ 0.22% |
$1.21K - $1.23K
|
6.95K
$568K
|
|
|
Feb 06, 2024
Q4 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
12+ 0.02% |
$967 - $984
|
71.2K
$5.82M
|
|
|
Jan 24, 2024
Q4 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
11+ 0.18% |
$887 - $902
|
6.22K
$508K
|
|
|
Jan 22, 2024
Q4 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
9+ 0.12% |
$726 - $738
|
7.38K
$604K
|
|
|
Feb 14, 2024
Q4 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
8+ 0.12% |
$645 - $656
|
6.82K
$558K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
7+ 1.07% |
$564 - $574
|
663
$54.2K
|
|
|
Feb 08, 2024
Q4 2023
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
7+ 0.2% |
$564 - $574
|
3.5K
$287K
|
|
|
Jan 05, 2024
Q4 2023
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
6+ 0.08% |
$484 - $492
|
7.97K
$652K
|
|
|
Feb 12, 2024
Q4 2023
|
Mattern Wealth Management LLC
|
BUY
|
- |
6+ 0.05% |
$484 - $492
|
12.1K
$989K
|
|
|
Feb 13, 2024
Q4 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
5+ 1.36% |
$403 - $410
|
374
$30.6K
|
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
5New |
$403 - $410
|
5
$409
|
|
|
Jan 31, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
4+ 0.86% |
$322 - $328
|
467
$38.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
4+ 1.5% |
$322 - $328
|
270
$22.1K
|
|
|
May 24, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
4+ 0.86% |
$322 - $328
|
467
$38.2K
|
|
|
Jan 19, 2024
Q4 2023
|
West Branch Capital LLC
|
BUY
|
- |
3+ 0.98% |
$242 - $246
|
310
$25.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
3+ 0.53% |
$242 - $246
|
564
$46.1K
|
|
|
Mar 11, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
3+ 0.02% |
$242 - $246
|
17.8K
$1.46M
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
2+ 0.05% |
$161 - $164
|
4.15K
$340K
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
2+ 0.0% |
$161 - $164
|
55.4K
$4.53M
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 1.35% |
$80.6 - $82
|
75
$6.13K
|
|
|
Sep 25, 2024
Q4 2023
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
1+ 0.04% |
$80.6 - $82
|
2.75K
$225K
|
|
|
Jan 25, 2024
Q4 2023
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-2- 13.33% |
$161 - $164
|
13
$1.06K
|
|
|
Jan 12, 2024
Q4 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-3- 0.06% |
$242 - $246
|
4.62K
$378K
|
|
|
Jan 11, 2024
Q4 2023
|
Hudson Capital Management LLC
|
SELL
|
- |
-7- 0.2% |
$564 - $574
|
3.52K
$288K
|
|
|
Jan 18, 2024
Q4 2023
|
De Dora Capital, Inc.
|
SELL
|
- |
-11- 0.12% |
$887 - $902
|
9.29K
$760K
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-11- 0.25% |
$887 - $902
|
4.3K
$352K
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-15- 0.03% |
$1.21K - $1.23K
|
50.5K
$4.13M
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-19- 1.23% |
$1.53K - $1.56K
|
1.52K
$124K
|
|
|
Jan 17, 2024
Q4 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-22- 0.22% |
$1.77K - $1.8K
|
10K
$820K
|
|
|
Feb 12, 2024
Q4 2023
|
Renasant Bank
|
SELL
|
- |
-25- 0.3% |
$2.02K - $2.05K
|
8.31K
$680K
|
|
|
Jan 19, 2024
Q4 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-26- 0.76% |
$2.1K - $2.13K
|
3.39K
$277K
|
|
|
Jan 25, 2024
Q4 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-27- 20.15% |
$2.18K - $2.22K
|
107
$8.75K
|
|
|
Feb 08, 2024
Q4 2023
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-28- 0.06% |
$2.26K - $2.3K
|
48.2K
$3.94M
|