Purchases and Sales Made in Q1 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 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 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
5+ 2.92% |
$403 - $413
|
176
$14.4K
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
5New |
$403 - $413
|
5
$410
|
|
|
May 01, 2023
Q1 2023
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
4+ 0.06% |
$322 - $330
|
7.03K
$577K
|
|
|
May 11, 2023
Q1 2023
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
4New |
$322 - $330
|
4
$328
|
|
|
May 10, 2023
Q1 2023
|
Unconventional Investor, LLC
|
BUY
|
- |
3+ 0.08% |
$242 - $248
|
3.79K
$311K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
2+ 0.38% |
$161 - $165
|
524
$43K
|
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
2+ 0.2% |
$161 - $165
|
1.01K
$82.6K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2+ 0.38% |
$161 - $165
|
524
$43K
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.4% |
$80.5 - $82.5
|
251
$20.6K
|
|
|
Apr 11, 2023
Q1 2023
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
1+ 0.03% |
$80.5 - $82.5
|
3.68K
$302K
|
|
|
Apr 20, 2023
Q1 2023
|
West Branch Capital LLC
|
BUY
|
- |
1+ 0.33% |
$80.5 - $82.5
|
302
$24.8K
|
|
|
May 02, 2023
Q1 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 0.38% |
$80.5 - $82.5
|
263
$21.6K
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1+ 1.23% |
$80.5 - $82.5
|
82
$6.73K
|
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1New |
$80.5 - $82.5
|
1
$82
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-1- 0.18% |
$80.5 - $82.5
|
554
$45.4K
|
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-3- 0.24% |
$242 - $248
|
1.25K
$103K
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-5- 0.34% |
$403 - $413
|
1.45K
$119K
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-8- 4.37% |
$644 - $660
|
175
$14.4K
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-13- 6.13% |
$1.05K - $1.07K
|
199
$16.3K
|
|
|
May 15, 2023
Q1 2023
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-15- 0.15% |
$1.21K - $1.24K
|
10.1K
$832K
|
|
|
Apr 28, 2023
Q1 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-27- 0.58% |
$2.17K - $2.23K
|
4.62K
$379K
|
|
|
May 03, 2023
Q1 2023
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-28- 0.69% |
$2.25K - $2.31K
|
4.03K
$331K
|
|
|
Apr 04, 2023
Q1 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-33- 1.81% |
$2.66K - $2.72K
|
1.79K
$147K
|
|
|
Apr 05, 2023
Q1 2023
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-36- 0.57% |
$2.9K - $2.97K
|
6.25K
$513K
|
|
|
May 11, 2023
Q1 2023
|
Pecaut & Co.
|
SELL
|
- |
-36- 2.04% |
$2.9K - $2.97K
|
1.73K
$142K
|
|
|
May 15, 2023
Q1 2023
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-37- 0.74% |
$2.98K - $3.05K
|
4.98K
$409K
|
|
|
Apr 26, 2023
Q1 2023
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-40- 0.38% |
$3.22K - $3.3K
|
10.4K
$857K
|
|
|
Apr 11, 2023
Q1 2023
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-50- 0.44% |
$4.03K - $4.13K
|
11.4K
$936K
|
|
|
May 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-51- 0.1% |
$4.11K - $4.21K
|
52.5K
$4.31M
|
|
|
May 05, 2023
Q1 2023
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-56- 0.87% |
$4.51K - $4.62K
|
6.35K
$521K
|
|
|
Apr 20, 2023
Q1 2023
|
Shaker Investments LLC
|
SELL
|
- |
-57- 1.78% |
$4.59K - $4.7K
|
3.15K
$259K
|
|
|
May 08, 2023
Q1 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-58- 0.2% |
$4.67K - $4.79K
|
28.6K
$2.34M
|
|
|
May 12, 2023
Q1 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-65- 0.43% |
$5.23K - $5.36K
|
14.9K
$1.22M
|
|
|
May 15, 2023
Q1 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-69- 1.45% |
$5.56K - $5.69K
|
4.7K
$386K
|
|
|
May 05, 2023
Q1 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-70- 1.45% |
$5.64K - $5.78K
|
4.77K
$391K
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-79- 3.91% |
$6.36K - $6.52K
|
1.94K
$159K
|
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-79- 3.91% |
$6.36K - $6.52K
|
1.94K
$159K
|
|
|
Jul 10, 2024
Q1 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-79- 1.6% |
$6.36K - $6.52K
|
4.87K
$399K
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-81- 24.62% |
$6.52K - $6.68K
|
248
$20.3K
|
|
|
May 12, 2023
Q1 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-98- 1.44% |
$7.89K - $8.09K
|
6.72K
$551K
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-100Closed |
$8.05K - $8.25K
|
0
$0
|
|
|
May 05, 2023
Q1 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-100- 0.95% |
$8.05K - $8.25K
|
10.4K
$852K
|
|
|
Apr 19, 2023
Q1 2023
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-104- 0.22% |
$8.37K - $8.58K
|
47.5K
$3.89M
|
|
|
Apr 19, 2023
Q1 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-104- 3.7% |
$8.37K - $8.58K
|
2.71K
$222K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-106- 0.66% |
$8.53K - $8.75K
|
15.9K
$1.3M
|
|
|
May 10, 2023
Q1 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-107- 2.28% |
$8.61K - $8.83K
|
4.58K
$375K
|
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-109- 1.28% |
$8.78K - $8.99K
|
8.42K
$691K
|
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-111- 21.18% |
$8.94K - $9.16K
|
413
$33.9K
|
|
|
Apr 18, 2023
Q1 2023
|
First Hawaiian Bank
|
SELL
|
- |
-122- 1.12% |
$9.82K - $10.1K
|
10.8K
$884K
|
|
|
May 04, 2023
Q1 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-123- 2.45% |
$9.9K - $10.1K
|
4.91K
$403K
|