Purchases and Sales Made in Q1 2023 in Ishares Barclays 1 3 Year Trea (SHY)

SHY Quotes by TradingView

This table provides information about the institutional ownership of Ishares Barclays 1 3 Year Trea (SHY) during Q1 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
May 15, 2023 Q1 2023
Morgan Stanley

New York, NY
BUY
 -
8.22M
+ 41.05%
$662M - $678M
28.2M $2.32B
May 09, 2023 Q1 2023
Bank Of New York Mellon Corp

New York, NY
BUY
 -
4.68M
New
$377M - $386M
4.68M $384M
May 05, 2023 Q1 2023
Assetmark, Inc

BUY
 -
4.56M
+ 183.96%
$367M - $376M
7.04M $578M
Apr 19, 2023 Q1 2023
Proficio Capital Partners LLC

Newton, MA
BUY
 -
2.98M
+ 3193.5%
$240M - $246M
3.07M $252M
May 12, 2023 Q1 2023
Black Rock Inc.

New York, NY
BUY
 -
1.86M
+ 20.6%
$150M - $153M
10.9M $893M
May 04, 2023 Q1 2023
Barclays PLC

London, X0
BUY
 -
1.58M
+ 205.18%
$127M - $131M
2.35M $193M
Apr 12, 2023 Q1 2023
National Bank Of Canada

BUY
 -
1.34M
+ 1718.71%
$108M - $111M
1.42M $117M
May 10, 2023 Q1 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
1.22M
+ 24.41%
$98.3M - $101M
6.22M $511M
May 11, 2023 Q1 2023
Balentine LLC

Atlanta, GA
BUY
 -
1.2M
+ 15.25%
$96.5M - $98.9M
9.06M $743M
May 04, 2023 Q1 2023
Beacon Investment Advisory Services, Inc.

BUY
 -
839K
New
$67.5M - $69.2M
839K $68.8M
Apr 27, 2023 Q1 2023
Sawtooth Solutions, LLC

BUY
 -
728K
New
$58.6M - $60.1M
728K $59.8M
May 05, 2023 Q1 2023
Truist Financial Corp

BUY
 -
595K
+ 11.44%
$47.9M - $49.1M
5.8M $476M
Apr 05, 2023 Q1 2023
Bts Asset Management, Inc.

BUY
 -
544K
New
$43.8M - $44.9M
544K $44.7M
May 12, 2023 Q1 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
484K
+ 25.89%
$39M - $40M
2.35M $193M
May 03, 2023 Q1 2023
Curi Wealth Management, LLC

BUY
 -
480K
+ 1024.4%
$38.6M - $39.6M
526K $43.2M
May 11, 2023 Q1 2023
Townsquare Capital LLC

BUY
 -
474K
+ 3388.54%
$38.2M - $39.1M
488K $40.1M
Jun 13, 2024 Q1 2023
Bank Of Montreal

Toronto, A6
BUY
 -
460K
+ 8.94%
$37.1M - $38M
5.61M $461M
May 15, 2023 Q1 2023
Partners Capital Investment Group, LLP

Boston, MA
BUY
 -
446K
+ 392.97%
$35.9M - $36.8M
560K $46M
Apr 27, 2023 Q1 2023
Strategic Investment Advisors

Farmington Hills, MI
BUY
 -
439K
+ 16047.51%
$35.3M - $36.2M
441K $36.2M
May 11, 2023 Q1 2023
Stone X Group Inc.

BUY
 -
422K
New
$34M - $34.8M
422K $34.6M
May 01, 2023 Q1 2023
Money Concepts Capital Corp

BUY
 -
379K
+ 691.44%
$30.5M - $31.3M
434K $35.6M
May 12, 2023 Q1 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
316K
+ 41.23%
$25.4M - $26.1M
1.08M $88.8M
May 12, 2023 Q1 2023
Trek Financial, LLC

Scottsdale, AZ
BUY
 -
307K
+ 5938.9%
$24.7M - $25.3M
312K $25.6M
May 11, 2023 Q1 2023
Toronto Dominion Bank

Toronto, Ontario, A6
BUY
 -
300K
New
$24.2M - $24.8M
300K $24.6M
May 11, 2023 Q1 2023
Commonwealth Equity Services, LLC

BUY
 -
297K
+ 31.57%
$23.9M - $24.5M
1.24M $102M
May 09, 2023 Q1 2023
Wade G W & Inc

Wellesley, MA
BUY
 -
258K
+ 37.54%
$20.7M - $21.3M
944K $77.5M
May 15, 2023 Q1 2023
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
257K
+ 73.93%
$20.7M - $21.2M
604K $49.6M
May 08, 2023 Q1 2023
Retirement Capital Strategies

BUY
 -
252K
New
$20.3M - $20.8M
252K $20.7M
May 11, 2023 Q1 2023
Cerity Partners LLC

New York, NY
BUY
 -
248K
+ 89.36%
$20M - $20.5M
526K $43.2M
May 11, 2023 Q1 2023
Citigroup Inc

BUY
 -
238K
+ 30.54%
$19.2M - $19.6M
1.02M $83.5M
Apr 28, 2023 Q1 2023
Sg Americas Securities, LLC

BUY
 -
229K
+ 286.62%
$18.4M - $18.9M
309K $25.3M
May 15, 2023 Q1 2023
Stephens Inc

BUY
 -
224K
+ 17.93%
$18M - $18.5M
1.47M $121M
Apr 17, 2023 Q1 2023
Cwa Asset Management Group, LLC

BUY
 -
223K
+ 2200.15%
$18M - $18.4M
233K $19.1M
Aug 16, 2024 Q1 2023
Td Private Client Wealth LLC

New York, NY
BUY
 -
216K
+ 28.13%
$17.4M - $17.8M
983K $80.7M
May 10, 2023 Q1 2023
Credit Suisse Ag

Zurich, V8
BUY
 -
213K
+ 60.88%
$17.2M - $17.6M
563K $46.3M
May 11, 2023 Q1 2023
Robertson Stephens Wealth Management, LLC

San Francisco, CA
BUY
 -
213K
New
$17.1M - $17.6M
213K $17.5M
Apr 10, 2023 Q1 2023
Dfpg Investments, LLC

BUY
 -
212K
+ 1923.07%
$17.1M - $17.5M
223K $18.3M
May 11, 2023 Q1 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
210K
+ 1.38%
$16.9M - $17.3M
15.5M $1.27B
May 12, 2023 Q1 2023
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
204K
+ 5280.09%
$16.4M - $16.8M
208K $17M
May 15, 2023 Q1 2023
Kiwi Wealth Investments Limited Partnership

Wellington, Q2
BUY
 -
194K
New
$15.6M - $16M
194K $15.9M
May 15, 2023 Q1 2023
Transamerica Financial Advisors, Inc.

Clearwater, FL
BUY
 -
180K
+ 9681.41%
$14.5M - $14.9M
182K $14.9M
Apr 17, 2023 Q1 2023
Edge Wealth Management LLC

BUY
 -
175K
+ 40.83%
$14.1M - $14.4M
602K $49.5M
May 08, 2023 Q1 2023
Greenup Street Wealth Management LLC

BUY
 -
163K
New
$13.1M - $13.4M
163K $13.4M
May 12, 2023 Q1 2023
Pine Bridge Investments, L.P.

BUY
 -
150K
+ 3.65%
$12.1M - $12.4M
4.26M $350M
May 02, 2023 Q1 2023
Alliance Wealth Advisors, LLC /Ut

Bountiful, UT
BUY
 -
149K
+ 3123.54%
$12M - $12.3M
154K $12.7M
Apr 11, 2023 Q1 2023
Smith Anglin Financial, LLC

BUY
 -
144K
+ 5286.72%
$11.6M - $11.9M
146K $12M
Apr 18, 2023 Q1 2023
Members Trust CO

BUY
 -
143K
+ 10.66%
$11.5M - $11.8M
1.49M $122M
Apr 12, 2023 Q1 2023
Wj Wealth Management, LLC

BUY
 -
142K
+ 5068.07%
$11.4M - $11.7M
145K $11.9M
May 11, 2023 Q1 2023
Jaffetilchin Investment Partners, LLC

Tampa, FL
BUY
 -
139K
+ 115.78%
$11.2M - $11.4M
258K $21.2M

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