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 |
|---|---|---|---|---|---|---|---|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-23K- 80.47% |
$1.85M - $1.9M
|
5.58K
$458K
|
|
|
May 01, 2023
Q1 2023
|
Sfmg, LLC
|
SELL
|
- |
-23.7K- 78.03% |
$1.91M - $1.96M
|
6.68K
$548K
|
|
|
May 15, 2023
Q1 2023
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-24.1K- 63.19% |
$1.94M - $1.99M
|
14K
$1.15M
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-24.4K- 80.66% |
$1.97M - $2.02M
|
5.86K
$481K
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-25.1K- 33.17% |
$2.02M - $2.07M
|
50.6K
$4.15M
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-25.7K- 36.27% |
$2.07M - $2.12M
|
45.1K
$3.7M
|
|
|
May 12, 2023
Q1 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-26.3K- 30.3% |
$2.12M - $2.17M
|
60.5K
$4.96M
|
|
|
May 08, 2023
Q1 2023
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-26.5K- 90.51% |
$2.13M - $2.19M
|
2.78K
$228K
|
|
|
May 08, 2023
Q1 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-28.7K- 67.91% |
$2.31M - $2.37M
|
13.6K
$1.11M
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-29.3K- 47.66% |
$2.36M - $2.42M
|
32.2K
$2.64M
|
|
|
May 11, 2023
Q1 2023
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-29.9K- 16.85% |
$2.41M - $2.47M
|
148K
$12.1M
|
|
|
May 11, 2023
Q1 2023
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-30.1K- 78.07% |
$2.42M - $2.48M
|
8.44K
$692K
|
|
|
Apr 18, 2023
Q1 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-30.1K- 89.86% |
$2.43M - $2.49M
|
3.4K
$279K
|
|
|
May 15, 2023
Q1 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-30.3K- 75.88% |
$2.44M - $2.5M
|
9.62K
$789K
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-31.6K- 47.44% |
$2.54M - $2.6M
|
35K
$2.87M
|
|
|
Apr 18, 2023
Q1 2023
|
Empirical Asset Management, LLC
|
SELL
|
- |
-32.1K- 73.37% |
$2.59M - $2.65M
|
11.7K
$957K
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-32.2K- 25.1% |
$2.59M - $2.66M
|
96.2K
$7.89M
|
|
|
May 15, 2023
Q1 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-32.6K- 52.61% |
$2.63M - $2.69M
|
29.4K
$2.41M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-33.4K- 93.43% |
$2.69M - $2.76M
|
2.35K
$193K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-33.5K- 21.58% |
$2.7M - $2.76M
|
122K
$9.98M
|
|
|
Apr 18, 2023
Q1 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-33.9K- 26.72% |
$2.73M - $2.79M
|
92.9K
$7.62M
|
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-34K- 43.98% |
$2.74M - $2.81M
|
43.3K
$3.55M
|
|
|
Apr 12, 2023
Q1 2023
|
Country Club Bank
|
SELL
|
- |
-36K- 31.41% |
$2.9M - $2.97M
|
78.6K
$6.45M
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-36.3K- 5.65% |
$2.92M - $3M
|
606K
$49.7M
|
|
|
May 09, 2023
Q1 2023
|
Barings LLC
|
SELL
|
- |
-36.7K- 15.38% |
$2.96M - $3.03M
|
202K
$16.6M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-38.6K- 74.1% |
$3.1M - $3.18M
|
13.5K
$1.11M
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-38.7K- 7.03% |
$3.11M - $3.19M
|
511K
$41.9M
|
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-39.1K- 1.69% |
$3.15M - $3.23M
|
2.28M
$187M
|
|
|
May 12, 2023
Q1 2023
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-39.5K- 4.91% |
$3.18M - $3.26M
|
764K
$62.7M
|
|
|
May 15, 2023
Q1 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-40.7K- 77.79% |
$3.28M - $3.36M
|
11.6K
$954K
|
|
|
May 15, 2023
Q1 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-45.7K- 1.68% |
$3.68M - $3.77M
|
2.67M
$219M
|
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-50.7K- 68.62% |
$4.08M - $4.18M
|
23.2K
$1.9M
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-53.2K- 80.2% |
$4.28M - $4.39M
|
13.1K
$1.08M
|
|
|
May 12, 2023
Q1 2023
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-53.8K- 8.42% |
$4.33M - $4.44M
|
586K
$48M
|
|
|
Apr 17, 2023
Q1 2023
|
Vigilare Wealth Management
|
SELL
|
- |
-54.5K- 14.24% |
$4.39M - $4.5M
|
328K
$26.9M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-55.1K- 44.06% |
$4.43M - $4.55M
|
69.9K
$5.74M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-55.3K- 3.27% |
$4.45M - $4.57M
|
1.64M
$134M
|
|
|
May 15, 2023
Q1 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-56.1K- 4.17% |
$4.52M - $4.63M
|
1.29M
$106M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-56.1K- 33.54% |
$4.52M - $4.63M
|
111K
$9.13M
|
|
|
May 10, 2023
Q1 2023
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-57.7K- 50.47% |
$4.65M - $4.76M
|
56.6K
$4.64M
|
|
|
May 12, 2023
Q1 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-58.8K- 31.5% |
$4.74M - $4.86M
|
128K
$10.5M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-60.2K- 4.78% |
$4.85M - $4.97M
|
1.2M
$98.4M
|
|
|
May 04, 2023
Q1 2023
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-62.2K- 40.19% |
$5.01M - $5.13M
|
92.6K
$7.6M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-63.3K- 15.17% |
$5.1M - $5.22M
|
354K
$29M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-63.6K- 23.29% |
$5.12M - $5.25M
|
210K
$17.2M
|
|
|
May 12, 2023
Q1 2023
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-64.3K- 25.88% |
$5.17M - $5.3M
|
184K
$15.1M
|
|
|
May 11, 2023
Q1 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-70.7K- 7.61% |
$5.69M - $5.84M
|
858K
$70.4M
|
|
|
May 08, 2023
Q1 2023
|
Hilton Capital Management, LLC
|
SELL
|
- |
-71K- 9.65% |
$5.71M - $5.86M
|
664K
$54.5M
|
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-72.6K- 5.58% |
$5.84M - $5.99M
|
1.23M
$101M
|
|
|
Apr 25, 2023
Q1 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-77.2K- 58.68% |
$6.22M - $6.37M
|
54.4K
$4.46M
|