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 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-77.3K- 55.1% |
$6.23M - $6.38M
|
63K
$5.17M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-78.7K- 2.95% |
$6.33M - $6.49M
|
2.59M
$212M
|
|
|
May 04, 2023
Q1 2023
|
Cx Institutional
|
SELL
|
- |
-79.5K- 91.53% |
$6.4M - $6.56M
|
7.35K
$603K
|
|
|
May 02, 2023
Q1 2023
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-82.6K- 94.74% |
$6.65M - $6.82M
|
4.59K
$376K
|
|
|
Apr 25, 2023
Q1 2023
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-84.2K- 84.51% |
$6.78M - $6.95M
|
15.4K
$1.27M
|
|
|
May 04, 2023
Q1 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-86.5K- 37.05% |
$6.97M - $7.14M
|
147K
$12.1M
|
|
|
Apr 26, 2023
Q1 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-92K- 72.78% |
$7.4M - $7.59M
|
34.4K
$2.82M
|
|
|
May 10, 2023
Q1 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-94.8K- 99.45% |
$7.63M - $7.82M
|
526
$43.1K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-96K- 5.69% |
$7.73M - $7.93M
|
1.59M
$131M
|
|
|
May 15, 2023
Q1 2023
|
Family Management Corp
New York, NY |
SELL
|
- |
-99.4K- 30.57% |
$8M - $8.2M
|
226K
$18.5M
|
|
|
May 11, 2023
Q1 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-104K- 88.41% |
$8.35M - $8.56M
|
13.6K
$1.11M
|
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-109K- 91.12% |
$8.75M - $8.97M
|
10.6K
$869K
|
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-110K- 45.59% |
$8.85M - $9.07M
|
131K
$10.8M
|
|
|
Apr 13, 2023
Q1 2023
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-116K- 52.64% |
$9.31M - $9.54M
|
104K
$8.53M
|
|
|
Apr 13, 2023
Q1 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-117K- 93.89% |
$9.42M - $9.65M
|
7.62K
$625K
|
|
|
May 01, 2023
Q1 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-119K- 91.32% |
$9.59M - $9.83M
|
11.3K
$929K
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-122K- 85.41% |
$9.79M - $10M
|
20.8K
$1.7M
|
|
|
May 11, 2023
Q1 2023
|
Edgehill Endowment Partners, LLC
|
SELL
|
- |
-133K- 13.47% |
$10.7M - $11M
|
852K
$69.9M
|
|
|
May 12, 2023
Q1 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-142K- 92.85% |
$11.4M - $11.7M
|
10.9K
$898K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-144K- 1.78% |
$11.6M - $11.9M
|
7.94M
$651M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-146K- 70.21% |
$11.8M - $12.1M
|
62.1K
$5.09M
|
|
|
Apr 24, 2023
Q1 2023
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-150K- 97.5% |
$12.1M - $12.4M
|
3.85K
$316K
|
|
|
May 12, 2023
Q1 2023
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-153K- 97.93% |
$12.3M - $12.6M
|
3.23K
$265K
|
|
|
May 09, 2023
Q1 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-156K- 36.64% |
$12.5M - $12.8M
|
269K
$22.1M
|
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-169K- 47.62% |
$13.6M - $13.9M
|
185K
$15.2M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-170K- 50.98% |
$13.7M - $14M
|
163K
$13.4M
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-188K- 90.52% |
$15.2M - $15.6M
|
19.7K
$1.62M
|
|
|
Apr 04, 2023
Q1 2023
|
Confluence Investment Management LLC
|
SELL
|
- |
-215K- 41.16% |
$17.3M - $17.8M
|
308K
$25.3M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-224K- 6.86% |
$18M - $18.5M
|
3.04M
$249M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-258K- 4.21% |
$20.8M - $21.3M
|
5.86M
$481M
|
|
|
Apr 25, 2023
Q1 2023
|
Strategic Equity Management
|
SELL
|
- |
-259K- 52.5% |
$20.8M - $21.3M
|
234K
$19.2M
|
|
|
May 03, 2023
Q1 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-296K- 98.95% |
$23.8M - $24.4M
|
3.15K
$258K
|
|
|
May 11, 2023
Q1 2023
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-303K- 87.42% |
$24.4M - $25M
|
43.6K
$3.58M
|
|
|
May 04, 2023
Q1 2023
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-305K- 70.9% |
$24.6M - $25.2M
|
125K
$10.3M
|
|
|
May 15, 2023
Q1 2023
|
Juniper Hill Capital Management LP
Menlo Park, CA |
SELL
|
- |
-307K- 24.91% |
$24.7M - $25.4M
|
927K
$76M
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-323K- 88.07% |
$26M - $26.6M
|
43.7K
$3.59M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-324K- 33.8% |
$26.1M - $26.7M
|
634K
$52M
|
|
|
May 15, 2023
Q1 2023
|
Bienville Capital Management, LLC
New York, NY |
SELL
|
- |
-360K- 56.27% |
$29M - $29.7M
|
280K
$23M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-362K- 38.82% |
$29.2M - $29.9M
|
571K
$46.9M
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-371K- 78.06% |
$29.9M - $30.6M
|
104K
$8.56M
|
|
|
May 15, 2023
Q1 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-374K- 94.28% |
$30.1M - $30.8M
|
22.7K
$1.86M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-386K- 9.81% |
$31.1M - $31.9M
|
3.55M
$291M
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-446K- 47.25% |
$35.9M - $36.8M
|
498K
$40.8M
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
SELL
|
- |
-457K- 41.27% |
$36.8M - $37.7M
|
650K
$53.3M
|
|
|
May 08, 2023
Q1 2023
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-492K- 91.75% |
$39.6M - $40.6M
|
44.2K
$3.63M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-517K- 16.65% |
$41.6M - $42.7M
|
2.59M
$212M
|
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-573K- 93.86% |
$46.1M - $47.3M
|
37.5K
$3.07M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-581K- 31.15% |
$46.8M - $47.9M
|
1.28M
$105M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-581K- 31.15% |
$46.8M - $47.9M
|
1.28M
$105M
|
|
|
May 11, 2023
Q1 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-651K- 41.1% |
$52.4M - $53.7M
|
933K
$76.5M
|