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 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
7.22K+ 108.54% |
$582K - $592K
|
13.9K
$1.13M
|
|
|
Feb 07, 2024
Q4 2023
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
7.18KNew |
$578K - $589K
|
7.18K
$587K
|
|
|
Jan 30, 2024
Q4 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
7.13K+ 26.84% |
$574K - $585K
|
33.7K
$2.75M
|
|
|
Jan 08, 2024
Q4 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
7.08KNew |
$571K - $581K
|
7.08K
$579K
|
|
|
Feb 13, 2024
Q4 2023
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
7.04KNew |
$568K - $578K
|
7.04K
$576K
|
|
|
Jan 26, 2024
Q4 2023
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
7.03KNew |
$567K - $576K
|
7.03K
$575K
|
|
|
Jan 09, 2024
Q4 2023
|
Purus Wealth Management, LLC
|
BUY
|
- |
7.01KNew |
$565K - $575K
|
7.01K
$573K
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
6.9K+ 1.17% |
$556K - $566K
|
599K
$49M
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
6.84KNew |
$552K - $561K
|
6.84K
$560K
|
|
|
Feb 14, 2024
Q4 2023
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
6.8K+ 213.1% |
$548K - $558K
|
9.99K
$817K
|
|
|
Jan 10, 2024
Q4 2023
|
First Community Trust Na
|
BUY
|
- |
6.67K+ 41.38% |
$538K - $548K
|
22.8K
$1.86M
|
|
|
Jan 12, 2024
Q4 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
6.6K+ 2.38% |
$532K - $541K
|
284K
$23.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
6.59KNew |
$531K - $540K
|
6.59K
$539K
|
|
|
Feb 20, 2024
Q4 2023
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
6.45KNew |
$520K - $529K
|
6.45K
$528K
|
|
|
Feb 09, 2024
Q4 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
6.4K+ 18.02% |
$516K - $525K
|
41.9K
$3.43M
|
|
|
Jan 18, 2024
Q4 2023
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
6.38KNew |
$515K - $524K
|
6.38K
$522K
|
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
6.29KNew |
$507K - $516K
|
6.29K
$514K
|
|
|
Jan 26, 2024
Q4 2023
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
6.2KNew |
$500K - $509K
|
6.2K
$507K
|
|
|
Feb 07, 2024
Q4 2023
|
Summa Corp.
Tomball, TX |
BUY
|
- |
6KNew |
$484K - $492K
|
6K
$491K
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
5.96K+ 4.96% |
$480K - $489K
|
126K
$10.3M
|
|
|
Jan 22, 2024
Q4 2023
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
5.92K+ 13.63% |
$478K - $486K
|
49.4K
$4.04M
|
|
|
Jan 18, 2024
Q4 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
5.84K+ 2.91% |
$470K - $479K
|
206K
$16.9M
|
|
|
Jan 31, 2024
Q4 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
5.81K+ 4.89% |
$468K - $477K
|
125K
$10.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
5.8K+ 27.12% |
$468K - $476K
|
27.2K
$2.22M
|
|
|
Feb 09, 2024
Q4 2023
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
5.78KNew |
$466K - $474K
|
5.78K
$473K
|
|
|
Feb 06, 2024
Q4 2023
|
Crestone Asset Management LLC
|
BUY
|
- |
5.76KNew |
$465K - $473K
|
5.76K
$471K
|
|
|
Jan 18, 2024
Q4 2023
|
Fulcrum Equity Management
|
BUY
|
- |
5.75KNew |
$464K - $472K
|
5.75K
$470K
|
|
|
Feb 06, 2024
Q4 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
5.72KNew |
$461K - $469K
|
5.72K
$468K
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
5.67K+ 10.52% |
$457K - $465K
|
59.6K
$4.87M
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
5.42K+ 11.79% |
$437K - $445K
|
51.4K
$4.21M
|
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
5.42K+ 17.42% |
$437K - $445K
|
36.5K
$2.99M
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
5.29KNew |
$427K - $434K
|
5.29K
$433K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
5.23K+ 4.55% |
$422K - $429K
|
120K
$9.82M
|
|
|
Feb 13, 2024
Q4 2023
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
5.15KNew |
$415K - $422K
|
5.15K
$421K
|
|
|
Feb 14, 2024
Q4 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
5.15KNew |
$415K - $422K
|
5.15K
$421K
|
|
|
Feb 21, 2024
Q4 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
5.12KNew |
$413K - $420K
|
5.12K
$419K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5.07K+ 6.23% |
$408K - $416K
|
86.4K
$7.07M
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
4.98K+ 45.55% |
$401K - $409K
|
15.9K
$1.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
4.86K+ 45.01% |
$392K - $399K
|
15.7K
$1.28M
|
|
|
Jan 26, 2024
Q4 2023
|
White Pine Investment CO
|
BUY
|
- |
4.85K+ 5.27% |
$391K - $398K
|
97K
$7.93M
|
|
|
Feb 14, 2024
Q4 2023
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
4.73KNew |
$381K - $388K
|
4.73K
$386K
|
|
|
Feb 07, 2024
Q4 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
4.72K+ 3.53% |
$380K - $387K
|
138K
$11.3M
|
|
|
Jan 22, 2024
Q4 2023
|
Center For Asset Management LLC
|
BUY
|
- |
4.61K+ 7.12% |
$372K - $378K
|
69.4K
$5.67M
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
4.6KNew |
$371K - $377K
|
4.6K
$376K
|
|
|
Feb 01, 2024
Q4 2023
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
4.59KNew |
$370K - $377K
|
4.59K
$376K
|
|
|
Feb 06, 2024
Q4 2023
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
4.59KNew |
$370K - $377K
|
4.59K
$376K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
4.51K+ 1519.87% |
$364K - $370K
|
4.81K
$393K
|
|
|
Feb 01, 2024
Q4 2023
|
Element Wealth, LLC
|
BUY
|
- |
4.49K+ 25.71% |
$362K - $368K
|
21.9K
$1.79M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
4.48K+ 0.42% |
$361K - $368K
|
1.07M
$87.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
4.45K+ 1.97% |
$359K - $365K
|
230K
$18.8M
|