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 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
136KNew |
$11M - $11.2M
|
136K
$11.2M
|
|
|
Apr 18, 2023
Q1 2023
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
124K+ 2011.53% |
$9.97M - $10.2M
|
130K
$10.7M
|
|
|
Dec 11, 2023
Q1 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
117K+ 265.75% |
$9.44M - $9.67M
|
161K
$13.2M
|
|
|
Apr 20, 2023
Q1 2023
|
Cabot Wealth Management Inc
|
BUY
|
- |
117KNew |
$9.42M - $9.66M
|
117K
$9.6M
|
|
|
May 12, 2023
Q1 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
113K+ 269.42% |
$9.13M - $9.36M
|
156K
$12.8M
|
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
113K+ 49.02% |
$9.09M - $9.31M
|
343K
$28.1M
|
|
|
May 03, 2023
Q1 2023
|
America First Investment Advisors, LLC
|
BUY
|
- |
113K+ 55.72% |
$9.08M - $9.31M
|
315K
$25.9M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
112K+ 295.93% |
$9.03M - $9.25M
|
150K
$12.3M
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
107K+ 21.61% |
$8.64M - $8.86M
|
604K
$49.6M
|
|
|
Apr 27, 2023
Q1 2023
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
107KNew |
$8.61M - $8.83M
|
107K
$8.78M
|
|
|
May 11, 2023
Q1 2023
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
103KNew |
$8.26M - $8.47M
|
103K
$8.42M
|
|
|
May 09, 2023
Q1 2023
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
102KNew |
$8.24M - $8.45M
|
102K
$8.4M
|
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
102K+ 1033.61% |
$8.24M - $8.44M
|
112K
$9.21M
|
|
|
Apr 27, 2023
Q1 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
102K+ 300.53% |
$8.23M - $8.44M
|
136K
$11.2M
|
|
|
Apr 26, 2023
Q1 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
94.7K+ 15147.68% |
$7.62M - $7.81M
|
95.3K
$7.82M
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
94.6K+ 2478.03% |
$7.62M - $7.81M
|
98.4K
$8.07M
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
94K+ 941.28% |
$7.57M - $7.75M
|
104K
$8.53M
|
|
|
May 12, 2023
Q1 2023
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
93.6K+ 28.47% |
$7.54M - $7.72M
|
422K
$34.6M
|
|
|
Apr 21, 2023
Q1 2023
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
92.7K+ 191.46% |
$7.46M - $7.65M
|
141K
$11.6M
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
BUY
|
- |
92.2K+ 22.03% |
$7.43M - $7.61M
|
511K
$41.9M
|
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
88.9K+ 13.91% |
$7.16M - $7.33M
|
728K
$59.7M
|
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
87.5KNew |
$7.04M - $7.22M
|
87.5K
$7.18M
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
85.6K+ 358.61% |
$6.89M - $7.06M
|
109K
$8.98M
|
|
|
Apr 25, 2023
Q1 2023
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
84.6K+ 532.32% |
$6.81M - $6.98M
|
101K
$8.25M
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
82.1K+ 126.33% |
$6.61M - $6.78M
|
147K
$12.1M
|
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
78.9K+ 16.37% |
$6.35M - $6.51M
|
560K
$46M
|
|
|
May 02, 2023
Q1 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
77.8K+ 78.97% |
$6.26M - $6.42M
|
176K
$14.5M
|
|
|
May 12, 2023
Q1 2023
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
77KNew |
$6.2M - $6.35M
|
77K
$6.32M
|
|
|
Apr 19, 2023
Q1 2023
|
Ballast, Inc.
|
BUY
|
- |
76.9K+ 85.07% |
$6.19M - $6.35M
|
167K
$13.7M
|
|
|
Apr 10, 2023
Q1 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
76.7K+ 619.97% |
$6.17M - $6.33M
|
89.1K
$7.31M
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
76.6K+ 332.37% |
$6.17M - $6.32M
|
99.6K
$8.17M
|
|
|
Apr 26, 2023
Q1 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
75.1K+ 302.49% |
$6.05M - $6.2M
|
99.9K
$8.2M
|
|
|
May 11, 2023
Q1 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
73.7K+ 19.85% |
$5.93M - $6.08M
|
445K
$36.5M
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
72.8K+ 56.66% |
$5.86M - $6.01M
|
201K
$16.5M
|
|
|
May 01, 2023
Q1 2023
|
Retirement Systems Of Alabama
|
BUY
|
- |
72KNew |
$5.8M - $5.94M
|
72K
$5.91M
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
69.5KNew |
$5.6M - $5.74M
|
69.5K
$5.7M
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
65K+ 88.08% |
$5.23M - $5.36M
|
139K
$11.4M
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
64.8K+ 5.92% |
$5.22M - $5.35M
|
1.16M
$95M
|
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
64.7KNew |
$5.21M - $5.34M
|
64.7K
$5.3M
|
|
|
Apr 19, 2023
Q1 2023
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
63.4KNew |
$5.11M - $5.23M
|
63.4K
$5.2M
|
|
|
May 15, 2023
Q1 2023
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
63.4K+ 83.88% |
$5.11M - $5.23M
|
139K
$11.4M
|
|
|
May 12, 2023
Q1 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
60.7K+ 819.98% |
$4.89M - $5.01M
|
68.1K
$5.59M
|
|
|
May 08, 2023
Q1 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
58.9KNew |
$4.74M - $4.86M
|
58.9K
$4.83M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
58.8K+ 20.51% |
$4.73M - $4.85M
|
345K
$28.3M
|
|
|
May 01, 2023
Q1 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
58.8K+ 1064.65% |
$4.73M - $4.85M
|
64.3K
$5.27M
|
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
57.6KNew |
$4.64M - $4.75M
|
57.6K
$4.72M
|
|
|
May 15, 2023
Q1 2023
|
Becker Capital Management Inc
|
BUY
|
- |
56.7KNew |
$4.57M - $4.68M
|
56.7K
$4.65M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
55.8K+ 50.03% |
$4.49M - $4.61M
|
167K
$13.7M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
55.1K+ 12.43% |
$4.43M - $4.54M
|
498K
$40.8M
|
|
|
May 08, 2023
Q1 2023
|
Donoghue Forlines LLC
|
BUY
|
- |
55K+ 44.96% |
$4.43M - $4.54M
|
177K
$14.5M
|