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 |
|---|---|---|---|---|---|---|---|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
13.4K+ 14.47% |
$1.08M - $1.1M
|
106K
$8.68M
|
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
13.2K+ 40.95% |
$1.06M - $1.09M
|
45.5K
$3.73M
|
|
|
Nov 21, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
13K+ 226.04% |
$1.05M - $1.07M
|
18.8K
$1.54M
|
|
|
May 03, 2023
Q1 2023
|
Anchor Capital Advisors LLC
|
BUY
|
- |
12.9K+ 4.02% |
$1.04M - $1.06M
|
333K
$27.3M
|
|
|
May 04, 2023
Q1 2023
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
12.8K+ 10.63% |
$1.03M - $1.06M
|
134K
$11M
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
12.8KNew |
$1.03M - $1.06M
|
12.8K
$1.05M
|
|
|
May 03, 2023
Q1 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
12.8KNew |
$1.03M - $1.06M
|
12.8K
$1.05M
|
|
|
Apr 10, 2023
Q1 2023
|
Pacific Wealth Management
|
BUY
|
- |
12.7K+ 5.97% |
$1.02M - $1.04M
|
225K
$18.4M
|
|
|
May 15, 2023
Q1 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
12.6KNew |
$1.01M - $1.04M
|
12.6K
$1.03M
|
|
|
Apr 13, 2023
Q1 2023
|
Clarity Financial LLC
|
BUY
|
- |
12.5K+ 209.05% |
$1.01M - $1.03M
|
18.5K
$1.52M
|
|
|
May 03, 2023
Q1 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
12.5KNew |
$1M - $1.03M
|
12.5K
$1.02M
|
|
|
Jun 27, 2023
Q1 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
12.4KNew |
$996K - $1.02M
|
12.4K
$1.01M
|
|
|
Apr 19, 2023
Q1 2023
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
12K+ 31.79% |
$970K - $994K
|
49.9K
$4.1M
|
|
|
May 12, 2023
Q1 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
12K+ 18.24% |
$963K - $987K
|
77.5K
$6.36M
|
|
|
May 04, 2023
Q1 2023
|
Brio Consultants, LLC
|
BUY
|
- |
11.9K+ 5.35% |
$958K - $982K
|
234K
$19.2M
|
|
|
Apr 27, 2023
Q1 2023
|
Cypress Capital, LLC
|
BUY
|
- |
11.9K+ 4.79% |
$957K - $981K
|
260K
$21.3M
|
|
|
Jun 17, 2024
Q1 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
11.9K+ 15.87% |
$955K - $979K
|
86.6K
$7.11M
|
|
|
May 11, 2023
Q1 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
11.6KNew |
$936K - $960K
|
11.6K
$954K
|
|
|
Apr 14, 2023
Q1 2023
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
11.5K+ 10.57% |
$926K - $949K
|
120K
$9.87M
|
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
11.4K+ 25.5% |
$914K - $937K
|
55.9K
$4.59M
|
|
|
May 05, 2023
Q1 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
11.1K+ 15.62% |
$893K - $915K
|
82.1K
$6.73M
|
|
|
Apr 24, 2023
Q1 2023
|
Peoples Bank
|
BUY
|
- |
11K+ 43.48% |
$883K - $905K
|
36.2K
$2.97M
|
|
|
May 11, 2023
Q1 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
10.9KNew |
$880K - $902K
|
10.9K
$896K
|
|
|
May 01, 2023
Q1 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
10.9KNew |
$880K - $902K
|
10.9K
$896K
|
|
|
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
10.8KNew |
$871K - $893K
|
10.8K
$888K
|
|
|
May 10, 2023
Q1 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
10.7KNew |
$864K - $886K
|
10.7K
$880K
|
|
|
May 03, 2023
Q1 2023
|
Lyell Wealth Management, LP
|
BUY
|
- |
10.7K+ 342.4% |
$861K - $883K
|
13.8K
$1.13M
|
|
|
May 15, 2023
Q1 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
10.6KNew |
$852K - $873K
|
10.6K
$868K
|
|
|
Apr 20, 2023
Q1 2023
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
10.6K+ 32.33% |
$852K - $873K
|
43.3K
$3.55M
|
|
|
Apr 14, 2023
Q1 2023
|
White Pine Investment CO
|
BUY
|
- |
10.5K+ 14.76% |
$847K - $868K
|
81.8K
$6.71M
|
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
10KNew |
$805K - $825K
|
10K
$820K
|
|
|
Jun 27, 2024
Q1 2023
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
10KNew |
$805K - $825K
|
10K
$820K
|
|
|
May 12, 2023
Q1 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
9.95KNew |
$801K - $821K
|
9.95K
$817K
|
|
|
Apr 28, 2023
Q1 2023
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
9.82KNew |
$790K - $810K
|
9.82K
$805K
|
|
|
May 11, 2023
Q1 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
9.69KNew |
$780K - $800K
|
9.69K
$795K
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
9.65KNew |
$777K - $796K
|
9.65K
$792K
|
|
|
Apr 06, 2023
Q1 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
9.57K+ 4.43% |
$770K - $789K
|
225K
$18.5M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
9.43K+ 12.2% |
$759K - $778K
|
86.7K
$7.11M
|
|
|
May 11, 2023
Q1 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
9.26K+ 297.75% |
$746K - $764K
|
12.4K
$1.02M
|
|
|
May 11, 2023
Q1 2023
|
Benedict Financial Advisors Inc
|
BUY
|
- |
9.24KNew |
$744K - $762K
|
9.24K
$758K
|
|
|
Apr 03, 2023
Q1 2023
|
Symmetry Partners, LLC
|
BUY
|
- |
8.78K+ 19.17% |
$707K - $725K
|
54.6K
$4.48M
|
|
|
Apr 19, 2023
Q1 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
8.75K+ 57.51% |
$704K - $722K
|
24K
$1.96M
|
|
|
May 04, 2023
Q1 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
8.7K+ 20.89% |
$700K - $718K
|
50.3K
$4.13M
|
|
|
Apr 10, 2023
Q1 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
8.65K+ 7.87% |
$697K - $714K
|
119K
$9.73M
|
|
|
May 15, 2023
Q1 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
8.5K+ 52.49% |
$684K - $701K
|
24.7K
$2.03M
|
|
|
May 11, 2023
Q1 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
8.44K+ 6.29% |
$679K - $696K
|
143K
$11.7M
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
8.15K+ 160.43% |
$656K - $673K
|
13.2K
$1.09M
|
|
|
May 10, 2023
Q1 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
8.13K+ 33.52% |
$655K - $671K
|
32.4K
$2.66M
|
|
|
Apr 20, 2023
Q1 2023
|
Wbh Advisory Inc
|
BUY
|
- |
8.08KNew |
$651K - $667K
|
8.08K
$663K
|
|
|
May 15, 2023
Q1 2023
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
8KNew |
$644K - $660K
|
8K
$656K
|