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 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-1.16K- 15.47% |
$93.1K - $95.4K
|
6.32K
$518K
|
|
|
May 08, 2023
Q1 2023
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-1.2K- 7.24% |
$96.6K - $99K
|
15.4K
$1.26M
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-1.22K- 18.81% |
$98.2K - $101K
|
5.27K
$432K
|
|
|
Apr 11, 2023
Q1 2023
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-1.22K- 0.22% |
$98.5K - $101K
|
561K
$46M
|
|
|
May 11, 2023
Q1 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-1.23K- 78.37% |
$99.2K - $102K
|
340
$27.9K
|
|
|
May 12, 2023
Q1 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-1.28K- 11.28% |
$103K - $105K
|
10.1K
$825K
|
|
|
May 12, 2023
Q1 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-1.28K- 16.31% |
$103K - $106K
|
6.57K
$539K
|
|
|
May 12, 2023
Q1 2023
|
Greenspring Advisors, LLC
|
SELL
|
- |
-1.29K- 2.23% |
$104K - $106K
|
56.5K
$4.63M
|
|
|
May 10, 2023
Q1 2023
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-1.3K- 3.82% |
$105K - $107K
|
32.7K
$2.68M
|
|
|
May 16, 2023
Q1 2023
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-1.32K- 20.41% |
$106K - $109K
|
5.16K
$423K
|
|
|
May 12, 2023
Q1 2023
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-1.34K- 35.38% |
$108K - $111K
|
2.45K
$201K
|
|
|
May 15, 2023
Q1 2023
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-1.35K- 10.71% |
$109K - $112K
|
11.3K
$926K
|
|
|
Apr 24, 2023
Q1 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-1.36K- 8.3% |
$110K - $112K
|
15.1K
$1.23M
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.41K- 5.5% |
$114K - $116K
|
24.2K
$1.99M
|
|
|
May 08, 2023
Q1 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-1.41K- 10.43% |
$114K - $117K
|
12.1K
$997K
|
|
|
Apr 24, 2024
Q1 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-1.43K- 12.99% |
$115K - $118K
|
9.56K
$784K
|
|
|
May 02, 2023
Q1 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-1.43K- 13.74% |
$115K - $118K
|
9.01K
$739K
|
|
|
Apr 26, 2023
Q1 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-1.45K- 7.41% |
$117K - $120K
|
18.2K
$1.49M
|
|
|
May 08, 2023
Q1 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-1.51K- 18.23% |
$121K - $124K
|
6.76K
$554K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.56K- 93.31% |
$126K - $129K
|
112
$9.19K
|
|
|
Apr 17, 2023
Q1 2023
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-1.6K- 23.18% |
$129K - $132K
|
5.3K
$435K
|
|
|
Apr 26, 2023
Q1 2023
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-1.67K- 30.28% |
$135K - $138K
|
3.85K
$316K
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.69K- 13.04% |
$136K - $139K
|
11.3K
$923K
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-1.71K- 26.34% |
$138K - $141K
|
4.79K
$393K
|
|
|
May 10, 2023
Q1 2023
|
Amg National Trust Bank
|
SELL
|
- |
-1.74K- 15.05% |
$140K - $143K
|
9.8K
$803K
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.74K- 26.35% |
$140K - $143K
|
4.86K
$398K
|
|
|
Apr 06, 2023
Q1 2023
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-1.82K- 7.79% |
$146K - $150K
|
21.5K
$1.77M
|
|
|
Apr 24, 2023
Q1 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-1.82K- 14.57% |
$147K - $150K
|
10.7K
$876K
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.82K- 14.84% |
$147K - $150K
|
10.4K
$856K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.84K- 7.11% |
$148K - $152K
|
24.1K
$1.97M
|
|
|
Apr 26, 2023
Q1 2023
|
First National Trust CO
|
SELL
|
- |
-1.87K- 13.51% |
$150K - $154K
|
12K
$981K
|
|
|
May 10, 2023
Q1 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-1.91K- 2.66% |
$153K - $157K
|
69.7K
$5.71M
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.92K- 4.64% |
$155K - $158K
|
39.4K
$3.23M
|
|
|
Apr 26, 2023
Q1 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-1.94K- 22.51% |
$156K - $160K
|
6.66K
$546K
|
|
|
May 08, 2023
Q1 2023
|
L.M. Kohn & Company
|
SELL
|
- |
-1.99K- 26.63% |
$161K - $165K
|
5.49K
$451K
|
|
|
May 11, 2023
Q1 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-2K- 24.78% |
$161K - $165K
|
6.07K
$498K
|
|
|
Apr 18, 2023
Q1 2023
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-2.01K- 14.03% |
$162K - $166K
|
12.3K
$1.01M
|
|
|
May 11, 2023
Q1 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-2.08K- 35.78% |
$168K - $172K
|
3.74K
$307K
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
SELL
|
- |
-2.1K- 31.7% |
$169K - $173K
|
4.52K
$371K
|
|
|
Apr 12, 2023
Q1 2023
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-2.11K- 0.93% |
$170K - $174K
|
225K
$18.4M
|
|
|
May 12, 2023
Q1 2023
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-2.15K- 0.83% |
$173K - $177K
|
255K
$20.9M
|
|
|
May 04, 2023
Q1 2023
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-2.16K- 9.12% |
$174K - $178K
|
21.5K
$1.76M
|
|
|
Apr 11, 2023
Q1 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-2.19K- 2.67% |
$177K - $181K
|
79.8K
$6.55M
|
|
|
Apr 04, 2023
Q1 2023
|
Platform Technology Partners
|
SELL
|
- |
-2.2K- 4.0% |
$177K - $182K
|
52.9K
$4.34M
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-2.2K- 11.27% |
$177K - $182K
|
17.3K
$1.42M
|
|
|
May 04, 2023
Q1 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-2.21K- 1.78% |
$178K - $183K
|
122K
$10M
|
|
|
May 10, 2023
Q1 2023
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-2.26K- 5.3% |
$182K - $186K
|
40.4K
$3.31M
|
|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-2.31K- 22.24% |
$186K - $190K
|
8.06K
$661K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-2.35K- 26.18% |
$189K - $194K
|
6.62K
$543K
|
|
|
May 12, 2023
Q1 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-2.36K- 24.5% |
$190K - $194K
|
7.26K
$596K
|