Purchases and Sales Made in Q1 2023 in Ishares Barclays 1 3 Year Trea (SHY)

SHY Quotes by TradingView

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
Apr 28, 2023 Q1 2023
Beacon Harbor Wealth Advisors, Inc.

BUY
 -
7.88K
+ 3.93%
$635K - $651K
208K $17.1M
Apr 10, 2023 Q1 2023
Hutchens & Kramer Investment Management Group, LLC

Carmel, IN
BUY
 -
7.85K
+ 45.48%
$632K - $648K
25.1K $2.06M
May 08, 2023 Q1 2023
Cpr Investments Inc.

Rochester, MI
BUY
 -
7.85K
+ 13.03%
$632K - $648K
68.1K $5.59M
Apr 19, 2023 Q1 2023
Jfs Wealth Advisors, LLC

BUY
 -
7.77K
+ 4.75%
$626K - $641K
171K $14.1M
May 04, 2023 Q1 2023
Consolidated Planning Corp

Atlanta, GA
BUY
 -
7.73K
+ 16.21%
$622K - $638K
55.4K $4.55M
May 12, 2023 Q1 2023
Cibc World Market Inc.

Toronto, A6
BUY
 -
7.72K
+ 41.48%
$622K - $637K
26.3K $2.16M
May 15, 2023 Q1 2023
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
7.65K
+ 13.08%
$616K - $631K
66.1K $5.43M
May 09, 2023 Q1 2023
Spire Wealth Management

BUY
 -
7.57K
+ 11.23%
$610K - $625K
75K $6.15M
May 03, 2023 Q1 2023
Dt Investment Partners, LLC

BUY
 -
7.55K
+ 7.14%
$608K - $623K
113K $9.29M
May 09, 2023 Q1 2023
Wedbush Securities Inc

BUY
 -
7.46K
+ 20.17%
$600K - $615K
44.4K $3.65M
Apr 27, 2023 Q1 2023
Smith Chas P & Associates Pa Cpas

BUY
 -
7.22K
+ 1.9%
$581K - $596K
388K $31.8M
Apr 21, 2023 Q1 2023
Kooman & Associates

Altoona, PA
BUY
 -
7.18K
+ 9.05%
$578K - $592K
86.5K $7.1M
Nov 03, 2023 Q1 2023
Kooman & Associates

Altoona, PA
BUY
 -
7.18K
+ 9.05%
$578K - $592K
86.5K $7.1M
Apr 17, 2023 Q1 2023
Colton Groome Financial Advisors, LLC

BUY
 -
7.08K
New
$570K - $584K
7.08K $581K
Apr 17, 2023 Q1 2023
Valeo Financial Advisors, LLC

BUY
 -
6.95K
New
$560K - $574K
6.95K $570K
May 12, 2023 Q1 2023
1832 Asset Management L.P.

Toronto, A6
BUY
 -
6.94K
+ 7.54%
$559K - $573K
99K $8.12M
May 03, 2023 Q1 2023
J.W. Cole Advisors, Inc.

BUY
 -
6.79K
+ 17.38%
$547K - $560K
45.9K $3.76M
May 10, 2023 Q1 2023
1620 Investment Advisors, Inc.

Plymouth, MA
BUY
 -
6.79K
New
$546K - $560K
6.79K $557K
May 11, 2023 Q1 2023
Meitav Dash Investments LTD

BUY
 -
6.57K
+ 36.2%
$529K - $542K
24.7K $2.03M
Apr 27, 2023 Q1 2023
Graybill Bartz & Assoc LTD

BUY
 -
6.56K
+ 7.65%
$528K - $541K
92.3K $7.57M
May 08, 2023 Q1 2023
Tbh Global Asset Management, LLC

Brentwood, TN
BUY
 -
6.47K
+ 174.69%
$521K - $534K
10.2K $834K
May 10, 2023 Q1 2023
Wescott Financial Advisory Group, LLC

BUY
 -
6.44K
+ 27.83%
$518K - $531K
29.6K $2.43M
Apr 06, 2023 Q1 2023
Single Point Partners, LLC

BUY
 -
6.43K
+ 15.54%
$518K - $531K
47.8K $3.92M
May 10, 2023 Q1 2023
Wallace Advisory Group, LLC

Lafayette, CA
BUY
 -
6.42K
New
$517K - $530K
6.42K $527K
May 10, 2023 Q1 2023
Huntington National Bank

Columbus, OH
BUY
 -
6.3K
+ 2.19%
$507K - $520K
294K $24.1M
Apr 18, 2023 Q1 2023
Outlook Wealth Advisors, LLC

BUY
 -
6.29K
New
$506K - $519K
6.29K $516K
May 03, 2023 Q1 2023
Element Wealth, LLC

BUY
 -
6.26K
+ 71.74%
$504K - $516K
15K $1.23M
May 15, 2023 Q1 2023
Moneta Group Investment Advisors LLC

St Louis, MO
BUY
 -
6.25K
New
$503K - $516K
6.25K $513K
Apr 12, 2023 Q1 2023
Baker Tilly Wealth Management, LLC

BUY
 -
6.22K
+ 67.39%
$501K - $514K
15.5K $1.27M
Nov 13, 2023 Q1 2023
Td Waterhouse Canada Inc.

Toronto, A6
BUY
 -
6.1K
+ 66.9%
$491K - $503K
15.2K $1.25M
May 12, 2023 Q1 2023
River Glades Family Offices LLC

Naples, FL
BUY
 -
6.05K
New
$487K - $499K
6.05K $496K
May 02, 2023 Q1 2023
Strategy Asset Managers LLC

BUY
 -
6.01K
+ 23.63%
$484K - $496K
31.5K $2.58M
May 03, 2023 Q1 2023
Private Wealth Partners, LLC

BUY
 -
6K
New
$483K - $495K
6K $492K
Apr 24, 2023 Q1 2023
Klaas Financial Asset Advisors, LLC

Loves Park, IL
BUY
 -
5.8K
+ 3.33%
$467K - $479K
180K $14.8M
May 10, 2023 Q1 2023
Fwl Investment Management, LLC

BUY
 -
5.77K
+ 36.32%
$465K - $476K
21.7K $1.78M
Apr 13, 2023 Q1 2023
Secure Asset Management, LLC

BUY
 -
5.71K
New
$460K - $471K
5.71K $468K
Apr 19, 2023 Q1 2023
Strateg Iq Financial Group, LLC

BUY
 -
5.7K
+ 30.4%
$459K - $470K
24.4K $2.01M
May 15, 2023 Q1 2023
Northern Trust Corp

Chicago, IL
BUY
 -
5.65K
+ 23.07%
$455K - $466K
30.1K $2.47M
Apr 27, 2023 Q1 2023
Auxano Advisors, LLC

BUY
 -
5.54K
+ 6.72%
$446K - $457K
87.9K $7.21M
Apr 26, 2023 Q1 2023
Dock Street Asset Management Inc

BUY
 -
5.44K
+ 6.76%
$438K - $449K
86K $7.06M
Apr 18, 2023 Q1 2023
Hudson Capital Management LLC

BUY
 -
5.38K
New
$433K - $444K
5.38K $442K
Apr 17, 2023 Q1 2023
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
5.37K
+ 5.87%
$432K - $443K
96.9K $7.95M
May 11, 2023 Q1 2023
Mmbg Investment Advisors Co.

BUY
 -
5.32K
+ 11.16%
$428K - $439K
53K $4.35M
Apr 10, 2023 Q1 2023
Avaii Wealth Management, LLC

Appleton, WI
BUY
 -
5.32K
+ 37.17%
$428K - $439K
19.6K $1.61M
May 02, 2023 Q1 2023
Savant Capital, LLC

BUY
 -
5.26K
New
$424K - $434K
5.26K $432K
May 09, 2023 Q1 2023
Nicolet Advisory Services, LLC

Green Bay, WI
BUY
 -
5.23K
+ 68.34%
$421K - $432K
12.9K $1.06M
May 15, 2023 Q1 2023
Fiduciary Group LLC

Savannah, GA
BUY
 -
5.15K
+ 1.01%
$414K - $425K
516K $42.4M
Apr 17, 2023 Q1 2023
Gemmer Asset Management LLC

BUY
 -
5.03K
+ 4.71%
$405K - $415K
112K $9.17M
Apr 21, 2023 Q1 2023
Strong Box Wealth, LLC

BUY
 -
4.98K
+ 9.93%
$401K - $411K
55.1K $4.52M

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