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 20, 2023 Q1 2023
Grimes & Company, Inc.

BUY
 -
3.16K
New
$254K - $261K
3.16K $259K
May 09, 2023 Q1 2023
Wintrust Investments LLC

Chicago, IL
BUY
 -
3.15K
New
$253K - $260K
3.15K $258K
Jun 05, 2023 Q1 2023
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
3.15K
New
$253K - $260K
3.15K $258K
Apr 27, 2023 Q1 2023
Schwarz Dygos Wheeler Investment Advisors LLC

Minneapolis, MN
BUY
 -
3.13K
+ 123.79%
$252K - $258K
5.66K $464K
Apr 21, 2023 Q1 2023
West Michigan Advisors, LLC

Holland, MI
BUY
 -
3.11K
+ 54.45%
$250K - $257K
8.82K $723K
Aug 30, 2023 Q1 2023
Western Wealth Management, LLC

BUY
 -
3.11K
+ 20.44%
$250K - $256K
18.3K $1.5M
May 10, 2023 Q1 2023
Grey Street Capital, LLC

Chicago, IL
BUY
 -
3.08K
New
$248K - $254K
3.08K $252K
May 12, 2023 Q1 2023
Boston Financial Mangement LLC

Boston, MA
BUY
 -
3.07K
+ 4.01%
$247K - $253K
79.7K $6.54M
May 04, 2023 Q1 2023
Us Financial Advisors, LLC

Braintree, MA
BUY
 -
3.07K
+ 3.53%
$247K - $253K
90.1K $7.39M
Apr 25, 2023 Q1 2023
James Investment Research Inc

BUY
 -
3.05K
+ 1.65%
$246K - $252K
188K $15.4M
Apr 06, 2023 Q1 2023
Patten Group, Inc.

BUY
 -
3.05K
+ 38.98%
$245K - $252K
10.9K $892K
May 10, 2023 Q1 2023
Strata Wealth Advisors, LLC

Dallas, TX
BUY
 -
3.03K
New
$244K - $250K
3.03K $248K
May 10, 2023 Q1 2023
Centurion Wealth Management LLC

Mclean, VA
BUY
 -
2.96K
+ 72.31%
$238K - $244K
7.06K $579K
May 11, 2023 Q1 2023
Legacy Capital Group California, Inc.

Los Gatos, CA
BUY
 -
2.94K
New
$237K - $243K
2.94K $241K
Apr 24, 2023 Q1 2023
Sequoia Financial Advisors, LLC

BUY
 -
2.94K
+ 34.95%
$236K - $242K
11.3K $930K
May 11, 2023 Q1 2023
Navis Wealth Advisors, LLC

Rye Brook, NY
BUY
 -
2.92K
New
$235K - $241K
2.92K $240K
Apr 24, 2023 Q1 2023
Oak Harbor Wealth Partners, LLC

BUY
 -
2.91K
+ 123.42%
$234K - $240K
5.27K $432K
May 02, 2023 Q1 2023
Graypoint LLC

BUY
 -
2.89K
New
$233K - $238K
2.89K $237K
May 12, 2023 Q1 2023
Perennial Advisors, LLC

New York, NY
BUY
 -
2.87K
+ 22.1%
$231K - $237K
15.8K $1.3M
May 09, 2023 Q1 2023
Lfa Lugano Financial Advisors Sa

BUY
 -
2.86K
+ 6.92%
$230K - $236K
44.2K $3.62M
Apr 11, 2023 Q1 2023
Catalyst Financial Partners LLC

Boston, MA
BUY
 -
2.86K
New
$230K - $236K
2.86K $234K
May 08, 2023 Q1 2023
Camden National Bank

Camden, ME
BUY
 -
2.84K
+ 3.54%
$229K - $235K
83.1K $6.82M
Apr 11, 2023 Q1 2023
Stableford Capital Ii LLC

Scottsdale, AZ
BUY
 -
2.77K
New
$223K - $229K
2.77K $227K
Apr 25, 2023 Q1 2023
Amplius Wealth Advisors, LLC

BUY
 -
2.77K
New
$223K - $228K
2.77K $227K
Apr 25, 2023 Q1 2023
Baystate Wealth Management LLC

BUY
 -
2.76K
+ 3.09%
$223K - $228K
92.1K $7.56M
May 04, 2023 Q1 2023
Wealthcare Capital Management LLC

Richmond, VA
BUY
 -
2.76K
+ 1.65%
$222K - $228K
170K $13.9M
May 09, 2023 Q1 2023
Samalin Investment Counsel, LLC

Chappaqua, NY
BUY
 -
2.68K
+ 16.13%
$216K - $221K
19.3K $1.58M
May 08, 2023 Q1 2023
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
2.65K
+ 31.65%
$213K - $219K
11K $904K
May 09, 2023 Q1 2023
Northern Oak Wealth Management Inc

Milwaukee, WI
BUY
 -
2.64K
New
$213K - $218K
2.64K $217K
Apr 05, 2023 Q1 2023
Spence Asset Management

BUY
 -
2.53K
New
$204K - $209K
2.53K $207K
May 05, 2023 Q1 2023
Steel Peak Wealth Management LLC

BUY
 -
2.45K
New
$197K - $202K
2.45K $201K
Apr 06, 2023 Q1 2023
Consilio Wealth Advisors, LLC

BUY
 -
2.4K
+ 16.15%
$193K - $198K
17.2K $1.41M
Apr 10, 2023 Q1 2023
Buttonwood Financial Advisors Inc.

BUY
 -
2.4K
+ 9.91%
$193K - $198K
26.6K $2.18M
Apr 25, 2023 Q1 2023
Tru Wealth Advisors, LLC

BUY
 -
2.38K
+ 5.5%
$191K - $196K
45.6K $3.74M
Apr 17, 2023 Q1 2023
Trilogy Capital Inc.

BUY
 -
2.28K
+ 6.25%
$184K - $188K
38.7K $3.18M
Apr 24, 2023 Q1 2023
Rockland Trust CO

BUY
 -
2.25K
+ 20.64%
$181K - $186K
13.1K $1.08M
May 11, 2023 Q1 2023
Tucker Asset Management LLC

Littleton, CO
BUY
 -
2.23K
New
$180K - $184K
2.23K $183K
May 12, 2023 Q1 2023
Financial Architects, Inc

Marlton, NJ
BUY
 -
2.23K
+ 11.25%
$179K - $184K
22K $1.81M
Apr 25, 2023 Q1 2023
Creative Financial Designs Inc

BUY
 -
2.22K
+ 147.5%
$178K - $183K
3.72K $305K
Apr 11, 2023 Q1 2023
Telemus Capital, LLC

BUY
 -
2.21K
+ 2.68%
$178K - $182K
84.7K $6.95M
Apr 22, 2024 Q1 2023
Deane Retirement Strategies, Inc.

BUY
 -
2.18K
+ 130.14%
$175K - $180K
3.85K $316K
Apr 21, 2023 Q1 2023
Harbor Investment Advisory, LLC

BUY
 -
2.17K
+ 5.08%
$175K - $179K
44.9K $3.68M
May 11, 2023 Q1 2023
King Luther Capital Management Corp

Fort Worth, TX
BUY
 -
2.15K
+ 19.54%
$173K - $177K
13.1K $1.08M
Apr 10, 2023 Q1 2023
Chemistry Wealth Management LLC

New York, NY
BUY
 -
2.12K
+ 10.92%
$171K - $175K
21.5K $1.77M
Apr 24, 2023 Q1 2023
Center For Asset Management LLC

BUY
 -
2.1K
+ 3.01%
$169K - $174K
72.1K $5.91M
Apr 14, 2023 Q1 2023
Bridge Advisory, LLC

BUY
 -
2.07K
+ 5.37%
$167K - $171K
40.6K $3.33M
May 04, 2023 Q1 2023
Starfox Financial Services, LLC

The Woodlands, TX
BUY
 -
2.01K
+ 1.55%
$162K - $166K
132K $10.8M
Apr 21, 2023 Q1 2023
Atwood & Palmer Inc

BUY
 -
2K
+ 1.0%
$161K - $165K
202K $16.5M
Apr 26, 2023 Q1 2023
Jessup Wealth Management, Inc

Dayton, OH
BUY
 -
1.89K
+ 23.89%
$152K - $156K
9.81K $805K

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