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
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-395K- 35.32% |
$31.8M - $32.4M
|
723K
$59.6M
|
|
|
Jan 30, 2024
Q4 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-410K- 74.93% |
$33M - $33.6M
|
137K
$11.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-434K- 26.81% |
$35M - $35.6M
|
1.18M
$97.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-583K- 43.16% |
$47M - $47.9M
|
768K
$63.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-656K- 11.94% |
$52.9M - $53.8M
|
4.84M
$399M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-677K- 17.66% |
$54.6M - $55.5M
|
3.15M
$260M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-704K- 30.12% |
$56.8M - $57.8M
|
1.63M
$135M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-837K- 13.57% |
$67.5M - $68.7M
|
5.33M
$440M
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-1.12M- 12.16% |
$90.6M - $92.2M
|
8.12M
$670M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.23M- 41.79% |
$99.1M - $101M
|
1.71M
$141M
|
|
|
Jan 25, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.43M- 98.78% |
$116M - $118M
|
17.7K
$1.46M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-2.26M- 40.93% |
$183M - $186M
|
3.27M
$269M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-3.59M- 14.48% |
$290M - $295M
|
21.2M
$1.75B
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-3.99M- 25.61% |
$322M - $328M
|
11.6M
$957M
|
|
|
Feb 01, 2024
Q4 2023
|
Cornell University
New York, NY |
SELL
|
- |
-4.24M- 98.78% |
$342M - $348M
|
52.3K
$4.32M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
SELL
|
- |
-4.83M- 61.38% |
$390M - $397M
|
3.04M
$251M
|
|
|
Feb 13, 2024
Q4 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-6.56M- 87.77% |
$529M - $538M
|
914K
$75.4M
|