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
|
Dean Investment Associates, LLC
Beavercreek, OH |
BUY
|
- |
2.63KNew |
$212K - $215K
|
2.63K
$215K
|
|
|
Jan 30, 2024
Q4 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
2.57K+ 4.58% |
$207K - $211K
|
58.6K
$4.8M
|
|
|
Jan 29, 2024
Q4 2023
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
2.56K+ 3.88% |
$206K - $210K
|
68.6K
$5.61M
|
|
|
Jan 22, 2024
Q4 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
2.56KNew |
$206K - $210K
|
2.56K
$209K
|
|
|
Feb 12, 2024
Q4 2023
|
Camden National Bank
Camden, ME |
BUY
|
- |
2.55K+ 2.89% |
$205K - $209K
|
90.6K
$7.41M
|
|
|
Jan 29, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
2.55K+ 9.33% |
$205K - $209K
|
29.8K
$2.44M
|
|
|
Jun 03, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
2.55K+ 9.33% |
$205K - $209K
|
29.8K
$2.44M
|
|
|
Dec 02, 2024
Q4 2023
|
Cypress Capital, LLC
|
BUY
|
- |
2.54KNew |
$205K - $209K
|
2.54K
$208K
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
2.54K+ 5.04% |
$205K - $208K
|
52.9K
$4.33M
|
|
|
Jan 11, 2024
Q4 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
2.53K+ 7.08% |
$204K - $207K
|
38.2K
$3.12M
|
|
|
Jan 31, 2024
Q4 2023
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
2.47K+ 76.18% |
$199K - $203K
|
5.72K
$468K
|
|
|
Jan 24, 2024
Q4 2023
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
2.46KNew |
$198K - $202K
|
2.46K
$201K
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
2.46K+ 45.25% |
$198K - $201K
|
7.88K
$645K
|
|
|
Feb 12, 2024
Q4 2023
|
Hamilton Wealth, LLC
|
BUY
|
- |
2.35K+ 4.79% |
$190K - $193K
|
51.4K
$4.2M
|
|
|
Jan 18, 2024
Q4 2023
|
Ballast, Inc.
|
BUY
|
- |
2.3K+ 1.36% |
$186K - $189K
|
172K
$14.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
2.29K+ 37.72% |
$184K - $188K
|
8.35K
$683K
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
2.23K+ 1.52% |
$180K - $183K
|
149K
$12.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.19K+ 6.36% |
$176K - $179K
|
36.6K
$2.99M
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
2.16K+ 82.44% |
$174K - $177K
|
4.78K
$391K
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
2.14K+ 14.78% |
$172K - $175K
|
16.6K
$1.36M
|
|
|
Jan 12, 2024
Q4 2023
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
2.07KNew |
$167K - $170K
|
2.07K
$169K
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
BUY
|
- |
2.06K+ 2.2% |
$166K - $169K
|
95.9K
$7.85M
|
|
|
May 21, 2024
Q4 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
2.06K+ 10.46% |
$166K - $169K
|
21.7K
$1.77M
|
|
|
Feb 12, 2024
Q4 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.99K+ 29.41% |
$160K - $163K
|
8.75K
$716K
|
|
|
Jan 25, 2024
Q4 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
1.98K+ 1330.87% |
$160K - $163K
|
2.13K
$174K
|
|
|
Feb 01, 2024
Q4 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
1.95K+ 39.17% |
$158K - $160K
|
6.94K
$568K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.9K+ 24.36% |
$153K - $156K
|
9.7K
$793K
|
|
|
Feb 08, 2024
Q4 2023
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
1.89K+ 6.4% |
$153K - $155K
|
31.5K
$2.57M
|
|
|
Jan 26, 2024
Q4 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
1.88K+ 70.25% |
$152K - $154K
|
4.56K
$373K
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1.85KNew |
$149K - $152K
|
1.85K
$151K
|
|
|
Feb 14, 2024
Q4 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
1.85K+ 16.38% |
$149K - $151K
|
13.1K
$1.07M
|
|
|
Feb 08, 2024
Q4 2023
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
1.84K+ 1.96% |
$148K - $151K
|
95.6K
$7.82M
|
|
|
Jan 19, 2024
Q4 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
1.84K+ 36.24% |
$148K - $151K
|
6.91K
$565K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
1.81K+ 24.49% |
$146K - $148K
|
9.18K
$750K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.79KNew |
$144K - $147K
|
1.79K
$146K
|
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1.77K+ 6.31% |
$143K - $145K
|
29.8K
$2.44M
|
|
|
Feb 08, 2024
Q4 2023
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
1.7K+ 0.91% |
$137K - $139K
|
189K
$15.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.65K+ 3.22% |
$133K - $135K
|
52.8K
$4.32M
|
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
BUY
|
- |
1.62K+ 33.96% |
$131K - $133K
|
6.4K
$524K
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.6K+ 5.45% |
$129K - $131K
|
30.9K
$2.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
1.6KNew |
$129K - $131K
|
1.6K
$130K
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.58K+ 13.71% |
$127K - $129K
|
13.1K
$1.07M
|
|
|
Jan 03, 2024
Q4 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
1.52K+ 58.02% |
$122K - $125K
|
4.14K
$338K
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
1.5K+ 3.67% |
$121K - $123K
|
42.3K
$3.46M
|
|
|
Feb 07, 2024
Q4 2023
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
1.49K+ 2.61% |
$120K - $122K
|
58.4K
$4.78M
|
|
|
Jan 18, 2024
Q4 2023
|
Spreng Capital Management, Inc.
|
BUY
|
- |
1.46K+ 5.28% |
$118K - $120K
|
29.1K
$2.38M
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.44K+ 24.88% |
$116K - $118K
|
7.23K
$591K
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
1.41KNew |
$114K - $116K
|
1.41K
$115K
|
|
|
Jan 23, 2024
Q4 2023
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
1.37K+ 5.79% |
$110K - $112K
|
25K
$2.05M
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.34KNew |
$108K - $110K
|
1.34K
$110K
|