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 09, 2023
Q1 2023
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-2.38K- 25.67% |
$192K - $196K
|
6.89K
$565K
|
|
|
Apr 06, 2023
Q1 2023
|
Farmers Trust CO
|
SELL
|
- |
-2.4K- 25.0% |
$193K - $198K
|
7.2K
$591K
|
|
|
May 11, 2023
Q1 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-2.4K- 8.46% |
$194K - $198K
|
26K
$2.13M
|
|
|
May 05, 2023
Q1 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-2.43K- 6.62% |
$195K - $200K
|
34.3K
$2.81M
|
|
|
May 09, 2023
Q1 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-2.47K- 10.16% |
$199K - $204K
|
21.8K
$1.79M
|
|
|
May 10, 2023
Q1 2023
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-2.47K- 4.62% |
$199K - $204K
|
51K
$4.18M
|
|
|
May 10, 2023
Q1 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-2.57K- 2.03% |
$207K - $212K
|
124K
$10.2M
|
|
|
May 04, 2023
Q1 2023
|
Affinia Financial Group, LLC
Burlington, MA |
SELL
|
- |
-2.58K- 33.33% |
$207K - $213K
|
5.16K
$423K
|
|
|
May 01, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-2.64K- 2.14% |
$212K - $217K
|
120K
$9.88M
|
|
|
May 12, 2023
Q1 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-2.67K- 3.66% |
$215K - $220K
|
70.3K
$5.77M
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.7K- 3.9% |
$217K - $222K
|
66.5K
$5.46M
|
|
|
Apr 20, 2023
Q1 2023
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-2.74K- 4.37% |
$220K - $226K
|
59.9K
$4.91M
|
|
|
May 02, 2023
Q1 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-2.75K- 19.35% |
$222K - $227K
|
11.5K
$941K
|
|
|
May 15, 2023
Q1 2023
|
Falcon Wealth Planning
|
SELL
|
- |
-2.75K- 15.97% |
$222K - $227K
|
14.5K
$1.19M
|
|
|
May 03, 2023
Q1 2023
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-2.78K- 17.34% |
$224K - $229K
|
13.3K
$1.09M
|
|
|
May 09, 2023
Q1 2023
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-2.86K- 23.14% |
$230K - $236K
|
9.5K
$779K
|
|
|
May 12, 2023
Q1 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-2.9K- 6.95% |
$233K - $239K
|
38.8K
$3.19M
|
|
|
May 15, 2023
Q1 2023
|
ETF Store, Inc.
|
SELL
|
- |
-2.92K- 30.11% |
$235K - $241K
|
6.78K
$556K
|
|
|
Apr 19, 2023
Q1 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-2.94K- 51.6% |
$237K - $243K
|
2.76K
$226K
|
|
|
Apr 27, 2023
Q1 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-3K- 32.07% |
$241K - $247K
|
6.35K
$521K
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
SELL
|
- |
-3.03K- 16.1% |
$244K - $250K
|
15.8K
$1.3M
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.08K- 56.79% |
$248K - $254K
|
2.35K
$193K
|
|
|
May 08, 2023
Q1 2023
|
Bailard, Inc.
|
SELL
|
- |
-3.15K- 29.72% |
$254K - $260K
|
7.46K
$612K
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-3.18K- 2.95% |
$256K - $263K
|
105K
$8.59M
|
|
|
Apr 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-3.23K- 36.5% |
$260K - $267K
|
5.63K
$462K
|
|
|
May 08, 2023
Q1 2023
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-3.25K- 51.08% |
$262K - $268K
|
3.11K
$255K
|
|
|
Apr 16, 2024
Q1 2023
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
SELL
|
- |
-3.25K- 20.98% |
$262K - $268K
|
12.2K
$1M
|
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-3.38K- 9.34% |
$272K - $279K
|
32.8K
$2.69M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.46K- 2.03% |
$279K - $286K
|
167K
$13.7M
|
|
|
May 11, 2023
Q1 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-3.47K- 28.28% |
$279K - $286K
|
8.8K
$722K
|
|
|
Apr 20, 2023
Q1 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-3.5K- 70.54% |
$282K - $289K
|
1.46K
$120K
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-3.55K- 11.25% |
$286K - $293K
|
28K
$2.3M
|
|
|
Apr 27, 2023
Q1 2023
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-3.56K- 21.54% |
$286K - $294K
|
13K
$1.06M
|
|
|
May 12, 2023
Q1 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-3.57K- 25.04% |
$287K - $295K
|
10.7K
$876K
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.57K- 32.19% |
$288K - $295K
|
7.52K
$617K
|
|
|
May 15, 2023
Q1 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-3.57K- 94.92% |
$288K - $295K
|
191
$15.7K
|
|
|
Apr 26, 2023
Q1 2023
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-3.62K- 10.44% |
$291K - $299K
|
31K
$2.55M
|
|
|
May 12, 2023
Q1 2023
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-3.75K- 4.83% |
$302K - $310K
|
74K
$6.07M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3.85K- 3.86% |
$310K - $317K
|
95.8K
$7.86M
|
|
|
May 08, 2023
Q1 2023
|
South State Corp
|
SELL
|
- |
-3.85K- 1.39% |
$310K - $318K
|
272K
$22.3M
|
|
|
Apr 06, 2023
Q1 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-3.86K- 6.38% |
$310K - $318K
|
56.5K
$4.64M
|
|
|
Apr 20, 2023
Q1 2023
|
Well Done, LLC
|
SELL
|
- |
-3.86K- 50.71% |
$310K - $318K
|
3.75K
$307K
|
|
|
May 16, 2023
Q1 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-3.9K- 16.16% |
$314K - $322K
|
20.3K
$1.66M
|
|
|
Nov 13, 2023
Q1 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-3.9K- 16.16% |
$314K - $322K
|
20.3K
$1.66M
|
|
|
May 11, 2023
Q1 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-3.93K- 81.05% |
$317K - $325K
|
920
$75.5K
|
|
|
May 15, 2023
Q1 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-3.97K- 24.32% |
$320K - $328K
|
12.4K
$1.01M
|
|
|
Apr 24, 2023
Q1 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-3.98K- 52.18% |
$320K - $328K
|
3.65K
$299K
|
|
|
May 10, 2023
Q1 2023
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-4.06K- 8.07% |
$327K - $335K
|
46.2K
$3.79M
|
|
|
Apr 03, 2023
Q1 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-4.12K- 37.05% |
$332K - $340K
|
7K
$574K
|
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-4.12K- 34.26% |
$332K - $340K
|
7.91K
$649K
|