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 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-59.2K- 45.5% |
$4.77M - $4.86M
|
70.9K
$5.86M
|
|
|
Feb 14, 2024
Q4 2023
|
Easterly Investment Partners LLC
|
SELL
|
- |
-60.6K- 47.59% |
$4.89M - $4.97M
|
66.7K
$5.52M
|
|
|
Jan 24, 2024
Q4 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-64.3K- 31.23% |
$5.18M - $5.28M
|
142K
$11.7M
|
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-66K- 10.04% |
$5.32M - $5.42M
|
592K
$48.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-72.8K- 80.94% |
$5.87M - $5.98M
|
17.1K
$1.42M
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-74.2K- 40.9% |
$5.98M - $6.09M
|
107K
$8.86M
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-76.4K- 52.72% |
$6.16M - $6.27M
|
68.5K
$5.67M
|
|
|
Feb 09, 2024
Q4 2023
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-82.6K- 77.55% |
$6.66M - $6.77M
|
23.9K
$1.98M
|
|
|
Feb 12, 2024
Q4 2023
|
Cabot Wealth Management Inc
|
SELL
|
- |
-83.3K- 62.95% |
$6.72M - $6.84M
|
49K
$4.05M
|
|
|
Jan 19, 2024
Q4 2023
|
New Capital Management LP
|
SELL
|
- |
-84.2K- 68.11% |
$6.79M - $6.91M
|
39.4K
$3.26M
|
|
|
Jan 08, 2024
Q4 2023
|
Vigilare Wealth Management
|
SELL
|
- |
-84.8K- 81.72% |
$6.84M - $6.96M
|
19K
$1.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-85K- 94.88% |
$6.85M - $6.97M
|
4.58K
$379K
|
|
|
Feb 14, 2024
Q4 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-88.7K- 24.05% |
$7.15M - $7.28M
|
280K
$23.2M
|
|
|
Feb 15, 2024
Q4 2023
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-100K- 40.92% |
$8.08M - $8.22M
|
145K
$12M
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-100K- 93.12% |
$8.1M - $8.24M
|
7.42K
$614K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-103K- 21.23% |
$8.29M - $8.43M
|
381K
$31.5M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-111K- 63.61% |
$8.92M - $9.08M
|
63.3K
$5.23M
|
|
|
Feb 07, 2024
Q4 2023
|
Innova Wealth Partners
|
SELL
|
- |
-113K- 37.24% |
$9.08M - $9.24M
|
190K
$15.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-113K- 15.22% |
$9.15M - $9.31M
|
632K
$52.3M
|
|
|
Feb 02, 2024
Q4 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-119K- 70.52% |
$9.62M - $9.78M
|
49.9K
$4.12M
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-122K- 53.29% |
$9.86M - $10M
|
107K
$8.86M
|
|
|
Mar 12, 2024
Q4 2023
|
Rovin Capital
|
SELL
|
- |
-124K- 80.01% |
$9.99M - $10.2M
|
31K
$2.56M
|
|
|
Feb 13, 2024
Q4 2023
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-125K- 50.99% |
$10.1M - $10.2M
|
120K
$9.91M
|
|
|
Jan 12, 2024
Q4 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-135K- 83.22% |
$10.9M - $11.1M
|
27.3K
$2.25M
|
|
|
Feb 07, 2024
Q4 2023
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-140K- 99.87% |
$11.3M - $11.5M
|
185
$15.3K
|
|
|
Jan 17, 2024
Q4 2023
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-144K- 97.17% |
$11.6M - $11.8M
|
4.18K
$346K
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-147K- 70.34% |
$11.9M - $12.1M
|
62.1K
$5.13M
|
|
|
Feb 08, 2024
Q4 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-150K- 84.15% |
$12.1M - $12.3M
|
28.2K
$2.33M
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-154K- 16.33% |
$12.4M - $12.6M
|
789K
$65.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-160K- 10.25% |
$12.9M - $13.1M
|
1.4M
$116M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-161K- 13.23% |
$13M - $13.2M
|
1.06M
$87.5M
|
|
|
Jan 17, 2024
Q4 2023
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-183K- 98.71% |
$14.7M - $15M
|
2.4K
$198K
|
|
|
Apr 22, 2024
Q4 2023
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-183K- 98.71% |
$14.7M - $15M
|
2.4K
$198K
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-187K- 41.48% |
$15.1M - $15.3M
|
264K
$21.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-188K- 5.74% |
$15.2M - $15.5M
|
3.09M
$256M
|
|
|
Feb 12, 2024
Q4 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-191K- 22.14% |
$15.4M - $15.7M
|
672K
$55.6M
|
|
|
Jan 12, 2024
Q4 2023
|
Sg Americas Securities, LLC
|
SELL
|
- |
-195K- 96.01% |
$15.7M - $16M
|
8.09K
$669K
|
|
|
Feb 09, 2024
Q4 2023
|
Banco Santander, S.A.
|
SELL
|
- |
-213K- 91.73% |
$17.1M - $17.4M
|
19.2K
$1.58M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
SELL
|
- |
-226K- 48.91% |
$18.3M - $18.6M
|
237K
$19.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-227K- 45.76% |
$18.3M - $18.6M
|
269K
$22.2M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-237K- 17.62% |
$19.1M - $19.4M
|
1.11M
$91.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-238K- 47.92% |
$19.2M - $19.5M
|
259K
$21.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-241K- 85.0% |
$19.4M - $19.8M
|
42.5K
$3.51M
|
|
|
Feb 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-248K- 40.44% |
$20M - $20.4M
|
366K
$30.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-263K- 50.76% |
$21.2M - $21.6M
|
255K
$21.1M
|
|
|
Jan 18, 2024
Q4 2023
|
Gen Trust, LLC
|
SELL
|
- |
-264K- 98.19% |
$21.3M - $21.7M
|
4.86K
$402K
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-272K- 60.87% |
$21.9M - $22.3M
|
175K
$14.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-289K- 77.05% |
$23.3M - $23.7M
|
86.1K
$7.12M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-306K- 6.19% |
$24.7M - $25.1M
|
4.64M
$383M
|
|
|
Jan 10, 2024
Q4 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-323K- 61.51% |
$26M - $26.5M
|
202K
$16.7M
|