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
Apr 21, 2023 Q1 2023
Bok Financial Private Wealth, Inc.

Denver, CO
BUY
 -
665
New
$53.5K - $54.9K
665 $54.5K
Jun 05, 2023 Q1 2023
Level Four Advisory Services, LLC

Dallas, TX
BUY
 -
665
+ 7.89%
$53.5K - $54.9K
9.09K $746K
May 11, 2023 Q1 2023
Colonial Trust CO / Sc

Spartanburg, SC
BUY
 -
654
+ 523.2%
$52.7K - $54K
779 $63.9K
May 15, 2023 Q1 2023
Xml Financial, LLC

BUY
 -
639
+ 2.26%
$51.4K - $52.7K
28.9K $2.37M
Apr 27, 2023 Q1 2023
Goelzer Investment Management, Inc.

BUY
 -
624
+ 10.32%
$50.2K - $51.5K
6.67K $547K
May 03, 2023 Q1 2023
Aveo Capital Partners, LLC

BUY
 -
607
+ 2.49%
$48.9K - $50.1K
25K $2.05M
May 15, 2023 Q1 2023
Azimuth Capital Investment Management LLC

Bloomfield Hills, MI
BUY
 -
605
+ 9.15%
$48.7K - $49.9K
7.22K $592K
Apr 18, 2023 Q1 2023
Allworth Financial LP

BUY
 -
600
+ 19.04%
$48.3K - $49.5K
3.75K $308K
May 12, 2023 Q1 2023
Dimension Capital Management LLC

Coral Gables, FL
BUY
 -
553
+ 0.5%
$44.5K - $45.6K
111K $9.11M
May 12, 2023 Q1 2023
Cambridge Trust CO

Boston, MA
BUY
 -
551
+ 0.36%
$44.4K - $45.5K
152K $12.5M
Apr 21, 2023 Q1 2023
4 J Wealth Management LLC

BUY
 -
495
+ 1.38%
$39.9K - $40.8K
36.4K $2.98M
May 19, 2023 Q1 2023
Trivant Custom Portfolio Group, LLC

San Diego, CA
BUY
 -
486
New
$39.1K - $40.1K
486 $39.9K
Oct 13, 2023 Q1 2023
Wfa Asset Management Corp

Whitefish Bay, WI
BUY
 -
463
New
$37.3K - $38.2K
463 $38K
Apr 27, 2023 Q1 2023
Autumn Glory Partners, LLC

BUY
 -
458
+ 9.86%
$36.9K - $37.8K
5.11K $419K
Apr 20, 2023 Q1 2023
Rainsberger Wealth Advisors, Inc.

Colorado Springs, CO
BUY
 -
456
+ 0.84%
$36.7K - $37.6K
54.5K $4.47M
May 01, 2023 Q1 2023
Family Firm, Inc.

BUY
 -
444
+ 1.6%
$35.7K - $36.6K
28.2K $2.32M
Apr 11, 2023 Q1 2023
Gray Wealth Management Inc.

Bangor, ME
BUY
 -
435
+ 15.51%
$35K - $35.9K
3.24K $266K
Apr 18, 2023 Q1 2023
Darwin Advisors, LLC

BUY
 -
416
+ 4.16%
$33.5K - $34.3K
10.4K $855K
May 15, 2023 Q1 2023
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
414
+ 3.53%
$33.3K - $34.2K
12.2K $997K
May 09, 2023 Q1 2023
Roundview Capital LLC

Princeton, NJ
BUY
 -
410
+ 15.64%
$33K - $33.8K
3.03K $249K
Apr 21, 2023 Q1 2023
Paladin Advisory Group, LLC

BUY
 -
394
New
$31.7K - $32.5K
394 $32.3K
Apr 11, 2023 Q1 2023
Aries Wealth Management

BUY
 -
390
+ 5.32%
$31.4K - $32.2K
7.72K $633K
Apr 11, 2023 Q1 2023
Acropolis Investment Management, LLC

BUY
 -
376
+ 8.1%
$30.3K - $31K
5.02K $412K
May 01, 2023 Q1 2023
Wsfs Capital Management, LLC

Philadelphia, PA
BUY
 -
360
+ 3.0%
$29K - $29.7K
12.4K $1.01M
May 03, 2023 Q1 2023
Sig Fig Wealth Management, LLC

San Francisco, CA
BUY
 -
347
+ 0.67%
$27.9K - $28.6K
52.5K $4.31M
May 05, 2023 Q1 2023
Prairie View Partners, LLC

BUY
 -
337
+ 9.72%
$27.1K - $27.8K
3.81K $312K
Apr 21, 2023 Q1 2023
Long Run Wealth Advisors, LLC

BUY
 -
336
+ 0.3%
$27.1K - $27.7K
112K $9.18M
May 23, 2023 Q1 2023
Old North State Trust, LLC

Greensboro, NC
BUY
 -
329
New
$26.5K - $27.1K
329 $27K
May 03, 2023 Q1 2023
Centerpoint Advisors, LLC

BUY
 -
326
+ 44.6%
$26.2K - $26.9K
1.06K $86.7K
May 03, 2023 Q1 2023
Beverly Hills Private Wealth, LLC

Beverly Hills, CA
BUY
 -
325
+ 10.46%
$26.2K - $26.8K
3.43K $282K
Apr 28, 2023 Q1 2023
West End Advisors, LLC

BUY
 -
316
New
$25.4K - $26.1K
316 $25.9K
Sep 05, 2024 Q1 2023
Granite Fo LLC

Bedford, NH
BUY
 -
302
New
$24.3K - $24.9K
302 $24.8K
May 09, 2023 Q1 2023
Spc Financial, Inc.

BUY
 -
288
+ 5.38%
$23.2K - $23.8K
5.64K $463K
Jan 02, 2024 Q1 2023
Southland Equity Partners LLC

Wildwood, MO
BUY
 -
286
+ 5.05%
$23K - $23.6K
5.95K $488K
May 17, 2023 Q1 2023
Westside Investment Management, Inc.

BUY
 -
277
+ 0.95%
$22.3K - $22.9K
29.6K $2.43M
May 05, 2023 Q1 2023
Mattern Wealth Management LLC

BUY
 -
264
+ 2.18%
$21.3K - $21.8K
12.4K $1.01M
Apr 20, 2023 Q1 2023
Kovack Advisors, Inc.

BUY
 -
248
+ 3.2%
$20K - $20.5K
8K $656K
Apr 13, 2023 Q1 2023
Financial Management Professionals, Inc.

BUY
 -
247
+ 5.5%
$19.9K - $20.4K
4.74K $389K
May 08, 2023 Q1 2023
M. Kulyk & Associates, LLC

BUY
 -
246
+ 7.8%
$19.8K - $20.3K
3.4K $279K
May 17, 2023 Q1 2023
Pacific Financial Group Inc

BUY
 -
246
+ 0.95%
$19.8K - $20.3K
26K $2.14M
Apr 27, 2023 Q1 2023
Capital Insight Partners, LLC

BUY
 -
228
+ 8.8%
$18.4K - $18.8K
2.82K $231K
May 12, 2023 Q1 2023
Regions Financial Corp

BUY
 -
223
+ 1.29%
$18K - $18.4K
17.6K $1.44M
May 15, 2023 Q1 2023
Coldstream Capital Management Inc

BUY
 -
219
+ 0.64%
$17.6K - $18.1K
34.7K $2.85M
May 11, 2023 Q1 2023
Salem Investment Counselors Inc

Winston Salem, NC
BUY
 -
218
+ 622.86%
$17.6K - $18K
253 $20.8K
Apr 24, 2023 Q1 2023
Merit Financial Group, LLC

BUY
 -
214
+ 4.7%
$17.2K - $17.7K
4.77K $391K
May 03, 2023 Q1 2023
Mainstay Capital Management LLC

BUY
 -
214
+ 0.53%
$17.2K - $17.7K
40.8K $3.34M
May 04, 2023 Q1 2023
Ten Capital Wealth Advisors, LLC

Spokane, WA
BUY
 -
206
+ 264.1%
$16.6K - $17K
284 $23.3K
May 09, 2023 Q1 2023
Gw&K Investment Management, LLC

Boston, MA
BUY
 -
200
New
$16.1K - $16.5K
200 $16.4K
May 15, 2023 Q1 2023
Jackson Hole Capital Partners, LLC

BUY
 -
170
+ 1062.5%
$13.7K - $14K
186 $15.3K

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