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 10, 2023
Q1 2023
|
Banco Santander, S.A.
|
SELL
|
- |
-8.9K- 1.69% |
$716K - $734K
|
518K
$42.5M
|
|
|
May 11, 2023
Q1 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-9K- 30.13% |
$724K - $742K
|
20.9K
$1.71M
|
|
|
Apr 11, 2023
Q1 2023
|
Weaver Consulting Group
|
SELL
|
- |
-9.23K- 55.92% |
$743K - $761K
|
7.27K
$596K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-9.33K- 10.99% |
$751K - $770K
|
75.5K
$6.2M
|
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-9.37K- 40.73% |
$754K - $773K
|
13.6K
$1.12M
|
|
|
May 12, 2023
Q1 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-10K- 97.21% |
$805K - $825K
|
287
$23.5K
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-10.1K- 8.68% |
$815K - $836K
|
107K
$8.74M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-10.3K- 9.23% |
$825K - $846K
|
101K
$8.27M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-10.5K- 25.85% |
$849K - $870K
|
30.2K
$2.48M
|
|
|
May 09, 2023
Q1 2023
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-11K- 13.69% |
$882K - $904K
|
69.1K
$5.67M
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-11.1K- 54.47% |
$895K - $917K
|
9.29K
$762K
|
|
|
Apr 20, 2023
Q1 2023
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-11.3K- 8.83% |
$910K - $933K
|
117K
$9.58M
|
|
|
May 11, 2023
Q1 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-11.4K- 27.28% |
$918K - $941K
|
30.4K
$2.49M
|
|
|
May 10, 2023
Q1 2023
|
Zhang Financial LLC
|
SELL
|
- |
-11.5K- 29.45% |
$922K - $945K
|
27.4K
$2.25M
|
|
|
May 15, 2023
Q1 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-11.6K- 7.29% |
$934K - $958K
|
148K
$12.1M
|
|
|
May 12, 2023
Q1 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-11.7K- 24.85% |
$939K - $962K
|
35.2K
$2.89M
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-11.8K- 89.79% |
$952K - $976K
|
1.35K
$110K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-11.9K- 65.12% |
$955K - $978K
|
6.35K
$521K
|
|
|
May 12, 2023
Q1 2023
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-12K- 43.41% |
$963K - $987K
|
15.6K
$1.28M
|
|
|
May 11, 2023
Q1 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-12.1K- 67.28% |
$970K - $994K
|
5.86K
$481K
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-12.2K- 4.38% |
$981K - $1.01M
|
266K
$21.8M
|
|
|
May 10, 2023
Q1 2023
|
New South Capital Management Inc
Memphis, TN |
SELL
|
- |
-12.2K- 56.48% |
$983K - $1.01M
|
9.41K
$771K
|
|
|
Apr 07, 2023
Q1 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-12.5K- 70.17% |
$1.01M - $1.04M
|
5.33K
$437K
|
|
|
Nov 27, 2023
Q1 2023
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-12.7K- 95.33% |
$1.02M - $1.04M
|
620
$50.9K
|
|
|
May 15, 2023
Q1 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-12.7K- 82.62% |
$1.02M - $1.05M
|
2.68K
$220K
|
|
|
May 08, 2023
Q1 2023
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-13K- 24.48% |
$1.04M - $1.07M
|
40K
$3.28M
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-13K- 21.66% |
$1.05M - $1.07M
|
47.1K
$3.86M
|
|
|
Apr 12, 2023
Q1 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-14K- 48.14% |
$1.13M - $1.16M
|
15.1K
$1.24M
|
|
|
Apr 11, 2023
Q1 2023
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-14.9K- 10.26% |
$1.2M - $1.23M
|
130K
$10.7M
|
|
|
May 15, 2023
Q1 2023
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-15.1K- 27.05% |
$1.22M - $1.25M
|
40.7K
$3.34M
|
|
|
Apr 21, 2023
Q1 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-15.3K- 21.47% |
$1.23M - $1.26M
|
55.8K
$4.58M
|
|
|
May 10, 2023
Q1 2023
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
SELL
|
- |
-15.7K- 61.39% |
$1.26M - $1.3M
|
9.88K
$810K
|
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
SELL
|
- |
-15.8K- 60.65% |
$1.27M - $1.31M
|
10.3K
$842K
|
|
|
Apr 11, 2023
Q1 2023
|
Rmr Wealth Builders
|
SELL
|
- |
-15.9K- 20.86% |
$1.28M - $1.31M
|
60.3K
$4.95M
|
|
|
Dec 12, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-16K- 11.71% |
$1.29M - $1.32M
|
120K
$9.88M
|
|
|
May 11, 2023
Q1 2023
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-16.6K- 3.62% |
$1.34M - $1.37M
|
442K
$36.3M
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-16.6K- 22.3% |
$1.34M - $1.37M
|
57.9K
$4.75M
|
|
|
May 11, 2023
Q1 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-16.7K- 11.22% |
$1.35M - $1.38M
|
132K
$10.9M
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-16.8K- 10.76% |
$1.35M - $1.39M
|
139K
$11.4M
|
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
SELL
|
- |
-17.2K- 4.6% |
$1.39M - $1.42M
|
358K
$29.3M
|
|
|
May 15, 2023
Q1 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-17.4K- 95.17% |
$1.4M - $1.44M
|
884
$72.5K
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-17.6K- 71.95% |
$1.41M - $1.45M
|
6.85K
$562K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-18.6K- 24.39% |
$1.5M - $1.53M
|
57.6K
$4.73M
|
|
|
May 01, 2023
Q1 2023
|
Ifs Advisors, LLC
|
SELL
|
- |
-18.8K- 96.82% |
$1.51M - $1.55M
|
617
$50.6K
|
|
|
May 04, 2023
Q1 2023
|
Knowledge Leaders Capital, LLC
|
SELL
|
- |
-19.1K- 23.23% |
$1.54M - $1.58M
|
63.1K
$5.18M
|
|
|
May 15, 2023
Q1 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-19.6K- 63.23% |
$1.58M - $1.62M
|
11.4K
$935K
|
|
|
Apr 26, 2023
Q1 2023
|
Atlas Private Wealth Management
|
SELL
|
- |
-20K- 19.35% |
$1.61M - $1.65M
|
83.4K
$6.84M
|
|
|
Apr 06, 2023
Q1 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-21.1K- 7.65% |
$1.7M - $1.74M
|
255K
$20.9M
|
|
|
Jun 03, 2024
Q1 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-21.6K- 72.47% |
$1.74M - $1.78M
|
8.21K
$673K
|
|
|
Apr 14, 2023
Q1 2023
|
Dakota Wealth Management
|
SELL
|
- |
-22.2K- 16.74% |
$1.79M - $1.83M
|
111K
$9.06M
|