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 |
---|---|---|---|---|---|---|---|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-136- 0.85% |
$10.9K - $11.2K
|
15.8K
$1.29M
|
|
May 02, 2023
Q1 2023
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-140- 0.5% |
$11.3K - $11.6K
|
27.9K
$2.29M
|
|
Apr 13, 2023
Q1 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-144- 2.31% |
$11.6K - $11.9K
|
6.08K
$499K
|
|
May 17, 2023
Q1 2023
|
Apexium Financial, LP
|
SELL
|
- |
-144- 0.57% |
$11.6K - $11.9K
|
24.9K
$2.04M
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-148- 1.91% |
$11.9K - $12.2K
|
7.59K
$623K
|
|
May 11, 2023
Q1 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-170- 10.83% |
$13.7K - $14K
|
1.4K
$115K
|
|
May 11, 2023
Q1 2023
|
De Dora Capital, Inc.
|
SELL
|
- |
-172- 1.51% |
$13.8K - $14.2K
|
11.2K
$921K
|
|
May 10, 2023
Q1 2023
|
Bfsg, LLC
|
SELL
|
- |
-180- 1.25% |
$14.5K - $14.9K
|
14.2K
$1.16M
|
|
May 04, 2023
Q1 2023
|
Independent Family Office, LLC
|
SELL
|
- |
-190- 0.6% |
$15.3K - $15.7K
|
31.6K
$2.59M
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-194- 14.69% |
$15.6K - $16K
|
1.13K
$92.4K
|
|
Apr 20, 2023
Q1 2023
|
High Mark Wealth Management LLC
|
SELL
|
- |
-195- 1.0% |
$15.7K - $16.1K
|
19.3K
$1.58M
|
|
Apr 20, 2023
Q1 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-199- 1.15% |
$16K - $16.4K
|
17K
$1.4M
|
|
Apr 10, 2023
Q1 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-200- 3.83% |
$16.1K - $16.5K
|
5.02K
$412K
|
|
Apr 27, 2023
Q1 2023
|
Gfs Advisors, LLC
|
SELL
|
- |
-200- 5.71% |
$16.1K - $16.5K
|
3.3K
$271K
|
|
May 11, 2023
Q1 2023
|
Nvwm, LLC
|
SELL
|
- |
-200- 0.83% |
$16.1K - $16.5K
|
23.8K
$1.95M
|
|
Apr 10, 2023
Q1 2023
|
Cmh Wealth Management LLC
|
SELL
|
- |
-206- 1.53% |
$16.6K - $17K
|
13.2K
$1.09M
|
|
Apr 27, 2023
Q1 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-207- 69.0% |
$16.7K - $17.1K
|
93
$7.63K
|
|
May 09, 2023
Q1 2023
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-207- 5.89% |
$16.7K - $17.1K
|
3.31K
$271K
|
|
May 10, 2023
Q1 2023
|
Cooper Financial Group
|
SELL
|
- |
-217- 1.38% |
$17.5K - $17.9K
|
15.5K
$1.28M
|
|
Apr 24, 2023
Q1 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-221- 6.85% |
$17.8K - $18.2K
|
3K
$246K
|
|
May 09, 2023
Q1 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-222- 4.66% |
$17.9K - $18.3K
|
4.54K
$372K
|
|
Apr 11, 2023
Q1 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-225- 0.75% |
$18.1K - $18.6K
|
29.8K
$2.44M
|
|
Apr 26, 2023
Q1 2023
|
Straight Path Wealth Management
|
SELL
|
- |
-225- 1.92% |
$18.1K - $18.6K
|
11.5K
$940K
|
|
Aug 08, 2023
Q1 2023
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-232- 7.74% |
$18.7K - $19.1K
|
2.77K
$227K
|
|
Apr 11, 2023
Q1 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-242- 5.01% |
$19.5K - $20K
|
4.59K
$377K
|
|
Apr 25, 2023
Q1 2023
|
Twele Capital Management, Inc.
|
SELL
|
- |
-245- 0.74% |
$19.7K - $20.2K
|
32.8K
$2.69M
|
|
Apr 25, 2023
Q1 2023
|
Bank Hapoalim Bm
|
SELL
|
- |
-247- 2.63% |
$19.9K - $20.4K
|
9.13K
$749K
|
|
May 02, 2023
Q1 2023
|
Kingfisher Capital LLC
|
SELL
|
- |
-262- 3.46% |
$21.1K - $21.6K
|
7.3K
$599K
|
|
May 08, 2023
Q1 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-273- 5.29% |
$22K - $22.5K
|
4.89K
$401K
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-290- 7.97% |
$23.3K - $23.9K
|
3.35K
$275K
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-293- 6.06% |
$23.6K - $24.2K
|
4.54K
$372K
|
|
May 15, 2023
Q1 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-294- 61.51% |
$23.7K - $24.3K
|
184
$15.1K
|
|
May 02, 2023
Q1 2023
|
Nbt Bank N A
|
SELL
|
- |
-300- 1.46% |
$24.2K - $24.8K
|
20.3K
$1.66M
|
|
May 15, 2023
Q1 2023
|
Forum Private Client Group LLC
|
SELL
|
- |
-305- 2.31% |
$24.6K - $25.2K
|
12.9K
$1.06M
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-307- 41.66% |
$24.7K - $25.3K
|
430
$35.3K
|
|
Apr 12, 2023
Q1 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-319- 1.53% |
$25.7K - $26.3K
|
20.5K
$1.68M
|
|
May 09, 2023
Q1 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-320- 21.99% |
$25.8K - $26.4K
|
1.14K
$93.1K
|
|
May 09, 2023
Q1 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-324- 2.7% |
$26.1K - $26.7K
|
11.7K
$960K
|
|
Apr 17, 2023
Q1 2023
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-328- 6.24% |
$26.4K - $27.1K
|
4.93K
$404K
|
|
Aug 28, 2024
Q1 2023
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-329- 8.37% |
$26.5K - $27.1K
|
3.6K
$295K
|
|
May 12, 2023
Q1 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-354- 5.29% |
$28.5K - $29.2K
|
6.33K
$519K
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-358- 0.62% |
$28.8K - $29.5K
|
57.2K
$4.7M
|
|
Apr 25, 2023
Q1 2023
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-365- 2.79% |
$29.4K - $30.1K
|
12.7K
$1.04M
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-374Closed |
$30.1K - $30.9K
|
0
$0
|
|
May 10, 2023
Q1 2023
|
Staley Capital Advisers Inc
|
SELL
|
- |
-375- 2.88% |
$30.2K - $30.9K
|
12.6K
$1.04M
|
|
May 02, 2023
Q1 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-381- 6.84% |
$30.7K - $31.4K
|
5.19K
$425K
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-397- 45.68% |
$32K - $32.8K
|
472
$38.7K
|
|
May 02, 2023
Q1 2023
|
Meridian Management CO
|
SELL
|
- |
-415- 8.89% |
$33.4K - $34.2K
|
4.26K
$349K
|
|
Apr 11, 2023
Q1 2023
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-428- 6.06% |
$34.5K - $35.3K
|
6.63K
$544K
|
|
Apr 07, 2023
Q1 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-433- 3.72% |
$34.9K - $35.7K
|
11.2K
$920K
|