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
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-717K- 14.57% |
$57.8M - $59.2M
|
4.21M
$345M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-758K- 9.6% |
$61M - $62.6M
|
7.14M
$586M
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-828K- 60.16% |
$66.7M - $68.3M
|
548K
$45M
|
|
|
Apr 19, 2023
Q1 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-1.28M- 93.18% |
$103M - $106M
|
93.7K
$7.68M
|
|
|
May 04, 2023
Q1 2023
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-1.65M- 97.15% |
$133M - $136M
|
48.4K
$3.97M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.28M- 12.63% |
$183M - $188M
|
15.8M
$1.29B
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.49M- 30.79% |
$201M - $206M
|
5.6M
$460M
|
|
|
Apr 21, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-2.86M- 93.08% |
$230M - $236M
|
212K
$17.4M
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-3.47M- 54.75% |
$280M - $287M
|
2.87M
$236M
|