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
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-4.23K- 8.8% |
$341K - $349K
|
43.9K
$3.6M
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-4.28K- 3.92% |
$344K - $353K
|
105K
$8.59M
|
|
|
May 15, 2023
Q1 2023
|
Hunting Hill Global Capital, LLC
New York, NY |
SELL
|
- |
-4.5K- 37.5% |
$362K - $371K
|
7.5K
$615K
|
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-4.52KClosed |
$364K - $373K
|
0
$0
|
|
|
May 08, 2023
Q1 2023
|
Cambiar Investors LLC
|
SELL
|
- |
-4.58K- 5.66% |
$369K - $378K
|
76.4K
$6.27M
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-4.64K- 47.29% |
$374K - $383K
|
5.17K
$424K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-4.67K- 53.32% |
$376K - $385K
|
4.09K
$335K
|
|
|
Apr 06, 2023
Q1 2023
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-4.89K- 2.81% |
$393K - $403K
|
169K
$13.9M
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
SELL
|
- |
-4.91K- 7.0% |
$395K - $405K
|
65.2K
$5.35M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-4.91K- 88.57% |
$395K - $405K
|
634
$52K
|
|
|
May 10, 2023
Q1 2023
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-5.01K- 22.87% |
$403K - $413K
|
16.9K
$1.39M
|
|
|
May 26, 2023
Q1 2023
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-5.08K- 7.72% |
$409K - $419K
|
60.8K
$4.98M
|
|
|
Dec 18, 2023
Q1 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-5.11K- 11.39% |
$412K - $422K
|
39.8K
$3.26M
|
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-5.11K- 13.16% |
$412K - $422K
|
33.7K
$2.77M
|
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-5.27K- 47.47% |
$424K - $435K
|
5.83K
$478K
|
|
|
Apr 18, 2023
Q1 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-5.56K- 43.75% |
$448K - $459K
|
7.15K
$587K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-5.64K- 9.68% |
$454K - $465K
|
52.6K
$4.32M
|
|
|
Apr 06, 2023
Q1 2023
|
Beacon Wealthcare LLC
Raleigh, NC |
SELL
|
- |
-5.64K- 23.59% |
$454K - $466K
|
18.3K
$1.5M
|
|
|
May 10, 2023
Q1 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-5.67K- 15.87% |
$456K - $468K
|
30K
$2.46M
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-5.68K- 5.44% |
$457K - $468K
|
98.8K
$8.1M
|
|
|
May 11, 2023
Q1 2023
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-5.74K- 52.87% |
$462K - $474K
|
5.12K
$420K
|
|
|
May 11, 2023
Q1 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-5.8K- 7.0% |
$467K - $479K
|
77.1K
$6.32M
|
|
|
Apr 20, 2023
Q1 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-5.83K- 57.3% |
$469K - $481K
|
4.34K
$356K
|
|
|
Apr 26, 2023
Q1 2023
|
Retirement Financial Solutions, LLC
Knoxville, TN |
SELL
|
- |
-5.91K- 7.93% |
$476K - $488K
|
68.6K
$5.63M
|
|
|
May 03, 2023
Q1 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-5.92K- 12.78% |
$477K - $489K
|
40.4K
$3.32M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-5.98K- 3.31% |
$482K - $494K
|
175K
$14.4M
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-6.3K- 5.88% |
$507K - $520K
|
101K
$8.28M
|
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-6.32K- 9.26% |
$509K - $521K
|
61.9K
$5.08M
|
|
|
Apr 12, 2023
Q1 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-6.32K- 21.98% |
$509K - $522K
|
22.4K
$1.84M
|
|
|
May 15, 2023
Q1 2023
|
Wolf Group Capital Advisors
|
SELL
|
- |
-6.41K- 8.29% |
$516K - $529K
|
70.9K
$5.82M
|
|
|
May 03, 2023
Q1 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-6.52K- 22.94% |
$525K - $538K
|
21.9K
$1.8M
|
|
|
May 12, 2023
Q1 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-6.55K- 3.44% |
$527K - $540K
|
184K
$15.1M
|
|
|
May 03, 2023
Q1 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-6.63K- 85.43% |
$534K - $547K
|
1.13K
$92.8K
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6.64K- 19.72% |
$535K - $548K
|
27K
$2.22M
|
|
|
Apr 14, 2023
Q1 2023
|
Ironwood Financial, LLC
|
SELL
|
- |
-7.06K- 44.73% |
$569K - $583K
|
8.73K
$716K
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-7.1K- 2.32% |
$571K - $586K
|
299K
$24.6M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-7.24K- 7.43% |
$583K - $598K
|
90.2K
$7.4M
|
|
|
May 09, 2023
Q1 2023
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-7.27K- 98.54% |
$586K - $600K
|
108
$8.86K
|
|
|
May 15, 2023
Q1 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-7.28K- 37.34% |
$586K - $600K
|
12.2K
$1M
|
|
|
May 15, 2023
Q1 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-7.37K- 17.95% |
$593K - $608K
|
33.7K
$2.76M
|
|
|
Apr 18, 2023
Q1 2023
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-7.51K- 15.65% |
$605K - $620K
|
40.5K
$3.32M
|
|
|
May 09, 2023
Q1 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-7.55K- 4.96% |
$608K - $623K
|
145K
$11.9M
|
|
|
May 01, 2023
Q1 2023
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-7.78K- 7.02% |
$626K - $642K
|
103K
$8.45M
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-7.88K- 11.96% |
$634K - $650K
|
58K
$4.76M
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
SELL
|
- |
-8K- 37.74% |
$644K - $660K
|
13.2K
$1.08M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-8.16K- 10.63% |
$657K - $673K
|
68.6K
$5.63M
|
|
|
May 09, 2023
Q1 2023
|
Efficient Advisors, LLC
|
SELL
|
- |
-8.23K- 5.08% |
$662K - $679K
|
154K
$12.6M
|
|
|
May 04, 2023
Q1 2023
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-8.33K- 16.23% |
$671K - $688K
|
43K
$3.53M
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-8.52K- 12.88% |
$686K - $703K
|
57.6K
$4.73M
|
|
|
May 04, 2023
Q1 2023
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-8.59K- 15.37% |
$691K - $709K
|
47.3K
$3.88M
|