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 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
24.7K+ 468.6% |
$1.99M - $2.04M
|
29.9K
$2.46M
|
|
|
Apr 18, 2023
Q1 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
24.4K+ 69.2% |
$1.96M - $2.01M
|
59.6K
$4.89M
|
|
|
Apr 16, 2024
Q1 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
23.5KNew |
$1.89M - $1.94M
|
23.5K
$1.93M
|
|
|
May 05, 2023
Q1 2023
|
3 D/L Capital Management, LLC
|
BUY
|
- |
23.4KNew |
$1.88M - $1.93M
|
23.4K
$1.92M
|
|
|
May 10, 2023
Q1 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
23.3K+ 28.46% |
$1.87M - $1.92M
|
105K
$8.61M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
23K+ 13.75% |
$1.85M - $1.9M
|
190K
$15.6M
|
|
|
May 11, 2023
Q1 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
22.6K+ 18.01% |
$1.82M - $1.86M
|
148K
$12.1M
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
22.3K+ 107.88% |
$1.8M - $1.84M
|
43K
$3.53M
|
|
|
May 15, 2023
Q1 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
22.2K+ 5.92% |
$1.79M - $1.83M
|
397K
$32.6M
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
21.7K+ 7.44% |
$1.75M - $1.79M
|
313K
$25.7M
|
|
|
May 15, 2023
Q1 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
21.7K+ 180.6% |
$1.75M - $1.79M
|
33.7K
$2.76M
|
|
|
May 09, 2023
Q1 2023
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
21.6KNew |
$1.74M - $1.78M
|
21.6K
$1.77M
|
|
|
May 15, 2023
Q1 2023
|
Ascendant Capital Management, LLC
Los Angeles, CA |
BUY
|
- |
21.5KNew |
$1.73M - $1.77M
|
21.5K
$1.76M
|
|
|
Apr 13, 2023
Q1 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
20.9K+ 13.34% |
$1.68M - $1.72M
|
177K
$14.5M
|
|
|
Apr 19, 2023
Q1 2023
|
Wt Wealth Management
|
BUY
|
- |
20.7K+ 92.53% |
$1.67M - $1.71M
|
43K
$3.53M
|
|
|
Apr 20, 2023
Q1 2023
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
20.5KNew |
$1.65M - $1.69M
|
20.5K
$1.68M
|
|
|
May 09, 2023
Q1 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
20.1KNew |
$1.62M - $1.66M
|
20.1K
$1.65M
|
|
|
Apr 13, 2023
Q1 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
20.1KNew |
$1.62M - $1.66M
|
20.1K
$1.65M
|
|
|
May 12, 2023
Q1 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
19.9K+ 57.49% |
$1.6M - $1.64M
|
54.6K
$4.48M
|
|
|
May 05, 2023
Q1 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
19.7KNew |
$1.58M - $1.62M
|
19.7K
$1.61M
|
|
|
May 02, 2023
Q1 2023
|
Easterly Investment Partners LLC
|
BUY
|
- |
19.7K+ 16.39% |
$1.58M - $1.62M
|
140K
$11.5M
|
|
|
May 11, 2023
Q1 2023
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
19.7K+ 3.03% |
$1.58M - $1.62M
|
669K
$54.8M
|
|
|
May 15, 2023
Q1 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
19.5K+ 85.86% |
$1.57M - $1.61M
|
42.1K
$3.46M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
19.2K+ 4.81% |
$1.54M - $1.58M
|
417K
$34.2M
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
19.1K+ 40.25% |
$1.54M - $1.58M
|
66.5K
$5.46M
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
BUY
|
- |
19.1K+ 171.52% |
$1.53M - $1.57M
|
30.2K
$2.48M
|
|
|
Jun 07, 2023
Q1 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
18.4KNew |
$1.48M - $1.52M
|
18.4K
$1.51M
|
|
|
May 03, 2023
Q1 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
18.3KNew |
$1.48M - $1.51M
|
18.3K
$1.5M
|
|
|
May 11, 2023
Q1 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
18.1K+ 886.71% |
$1.46M - $1.5M
|
20.2K
$1.66M
|
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
BUY
|
- |
17.6K+ 20.07% |
$1.41M - $1.45M
|
105K
$8.62M
|
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
17.4K+ 24.42% |
$1.4M - $1.44M
|
88.8K
$7.28M
|
|
|
May 02, 2023
Q1 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
17.2KNew |
$1.39M - $1.42M
|
17.2K
$1.41M
|
|
|
May 04, 2023
Q1 2023
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
16.5K+ 19.89% |
$1.33M - $1.36M
|
99.7K
$8.17M
|
|
|
May 15, 2023
Q1 2023
|
Detalus Advisors, LLC
|
BUY
|
- |
16.5KNew |
$1.33M - $1.36M
|
16.5K
$1.36M
|
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
16.2K+ 5.71% |
$1.31M - $1.34M
|
301K
$24.7M
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
16K+ 5.2% |
$1.29M - $1.32M
|
323K
$26.5M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
16K+ 7.68% |
$1.29M - $1.32M
|
224K
$18.4M
|
|
|
Sep 06, 2023
Q1 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
15.7KNew |
$1.26M - $1.29M
|
15.7K
$1.29M
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
15.5K+ 2546.95% |
$1.24M - $1.28M
|
16.1K
$1.32M
|
|
|
May 08, 2023
Q1 2023
|
Hamilton Wealth, LLC
|
BUY
|
- |
14.7KNew |
$1.18M - $1.21M
|
14.7K
$1.21M
|
|
|
Apr 25, 2023
Q1 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
14.6K+ 98.17% |
$1.18M - $1.21M
|
29.6K
$2.43M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
14.4K+ 9.7% |
$1.16M - $1.19M
|
163K
$13.4M
|
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
14.4K+ 505.29% |
$1.16M - $1.19M
|
17.3K
$1.42M
|
|
|
May 11, 2023
Q1 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
14.3K+ 8.8% |
$1.15M - $1.18M
|
176K
$14.5M
|
|
|
Apr 20, 2023
Q1 2023
|
Guidance Point Advisors, LLC
|
BUY
|
- |
14K+ 124.47% |
$1.12M - $1.15M
|
25.2K
$2.07M
|
|
|
May 08, 2023
Q1 2023
|
Private Management Group Inc
|
BUY
|
- |
14K+ 8.46% |
$1.12M - $1.15M
|
179K
$14.7M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
13.9K+ 3.7% |
$1.12M - $1.15M
|
391K
$32.1M
|
|
|
Apr 14, 2023
Q1 2023
|
Arden Trust CO
|
BUY
|
- |
13.7K+ 31.14% |
$1.1M - $1.13M
|
57.8K
$4.74M
|
|
|
May 12, 2023
Q1 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
13.5K+ 205.07% |
$1.09M - $1.11M
|
20.1K
$1.65M
|
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
13.4K+ 14.47% |
$1.08M - $1.1M
|
106K
$8.68M
|