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 19, 2023 Q1 2023
Capital Advisory Group Advisory Services, LLC

Bloomington, MN
BUY
 -
1.89K
+ 15.24%
$152K - $156K
14.3K $1.17M
May 09, 2023 Q1 2023
Allred Capital Management, LLC

Dallas, TX
BUY
 -
1.88K
+ 14.18%
$152K - $155K
15.2K $1.24M
May 03, 2023 Q1 2023
Smith, Salley & Associates

BUY
 -
1.85K
+ 8.92%
$149K - $153K
22.6K $1.85M
May 04, 2023 Q1 2023
Pinnacle Associates LTD

BUY
 -
1.82K
+ 58.85%
$147K - $150K
4.92K $403K
Apr 20, 2023 Q1 2023
Ethos Financial Group, LLC

King Of Prussia, PA
BUY
 -
1.81K
+ 2.27%
$146K - $149K
81.4K $6.68M
Apr 24, 2023 Q1 2023
Creative Capital Management Investments LLC

San Diego, CA
BUY
 -
1.65K
New
$133K - $136K
1.65K $136K
Apr 22, 2024 Q1 2023
Creative Capital Management Investments LLC

San Diego, CA
BUY
 -
1.65K
New
$133K - $136K
1.65K $136K
May 15, 2023 Q1 2023
Betterment LLC

New York, NY
BUY
 -
1.63K
+ 3.11%
$131K - $134K
54K $4.43M
Apr 04, 2023 Q1 2023
Modus Advisors, LLC

BUY
 -
1.57K
+ 2.75%
$127K - $130K
58.7K $4.82M
Apr 19, 2023 Q1 2023
Seelaus Asset Management LLC

BUY
 -
1.57K
+ 26.15%
$126K - $130K
7.57K $621K
May 11, 2023 Q1 2023
Garden State Investment Advisory Services LLC

Red Bank, NJ
BUY
 -
1.49K
+ 30.44%
$120K - $123K
6.4K $525K
Apr 05, 2023 Q1 2023
Martin Capital Partners, LLC

BUY
 -
1.49K
+ 2.89%
$120K - $123K
53K $4.35M
Apr 26, 2023 Q1 2023
Rooted Wealth Advisors, Inc.

Bourbonnais, IL
BUY
 -
1.49K
+ 14.44%
$120K - $123K
11.8K $968K
May 04, 2023 Q1 2023
Moors & Cabot, Inc.

Boston, MA
BUY
 -
1.48K
+ 9.28%
$119K - $122K
17.4K $1.43M
Apr 25, 2023 Q1 2023
Ridgewood Investments LLC

BUY
 -
1.47K
New
$119K - $121K
1.47K $121K
May 10, 2023 Q1 2023
Ameritas Investment Partners, Inc.

Lincoln, NE
BUY
 -
1.45K
+ 4.34%
$117K - $120K
34.9K $2.86M
Apr 11, 2023 Q1 2023
Chesley Taft & Associates LLC

BUY
 -
1.4K
+ 24.22%
$113K - $115K
7.18K $589K
May 16, 2023 Q1 2023
Colony Group LLC

Boston, MA
BUY
 -
1.38K
+ 1.71%
$111K - $114K
82.2K $6.74M
May 02, 2023 Q1 2023
Vicus Capital

State College, PA
BUY
 -
1.37K
+ 12.7%
$110K - $113K
12.1K $996K
May 04, 2023 Q1 2023
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
1.35K
+ 0.66%
$109K - $111K
206K $16.9M
May 09, 2023 Q1 2023
Apcm Wealth Management For Individuals

BUY
 -
1.34K
New
$108K - $111K
1.34K $110K
May 08, 2023 Q1 2023
Hudock, Inc.

BUY
 -
1.34K
+ 6.87%
$108K - $110K
20.8K $1.71M
May 15, 2023 Q1 2023
Ncm Capital Management, LLC

Ramsey, NJ
BUY
 -
1.31K
+ 27.6%
$105K - $108K
6.06K $497K
Apr 19, 2023 Q1 2023
Oliver Luxxe Assets LLC

Gladstone, NJ
BUY
 -
1.3K
+ 22.14%
$105K - $107K
7.18K $589K
Apr 25, 2023 Q1 2023
Innova Wealth Partners

BUY
 -
1.3K
+ 0.35%
$104K - $107K
373K $30.6M
Apr 28, 2023 Q1 2023
Fort Washington Investment Advisors Inc

BUY
 -
1.24K
+ 13.01%
$99.8K - $102K
10.8K $883K
Apr 17, 2023 Q1 2023
Lake Street Financial LLC

BUY
 -
1.24K
+ 25.26%
$99.7K - $102K
6.14K $504K
Apr 20, 2023 Q1 2023
Walkner Condon Financial Advisors LLC

BUY
 -
1.24K
+ 17.88%
$99.6K - $102K
8.16K $669K
May 02, 2023 Q1 2023
Investment Advisory Group, LLC

BUY
 -
1.21K
+ 6.88%
$97.7K - $100K
18.9K $1.55M
May 10, 2023 Q1 2023
Grove Bank & Trust

BUY
 -
1.2K
New
$96.6K - $99K
1.2K $98.4K
Apr 10, 2023 Q1 2023
Onyx Bridge Wealth Group LLC

BUY
 -
1.11K
+ 22.03%
$89K - $91.2K
6.12K $502K
Aug 17, 2023 Q1 2023
Alamar Capital Management, LLC

BUY
 -
1.07K
+ 9.25%
$86.1K - $88.3K
12.6K $1.04M
Apr 21, 2023 Q1 2023
Blackston Financial Advisory Group, LLC

The Villages, FL
BUY
 -
1.05K
+ 13.71%
$84.7K - $86.8K
8.73K $716K
May 02, 2023 Q1 2023
Arkadios Wealth Advisors

BUY
 -
992
+ 20.86%
$79.9K - $81.9K
5.75K $472K
May 01, 2023 Q1 2023
Jnba Financial Advisors

BUY
 -
987
+ 15.15%
$79.5K - $81.4K
7.5K $615K
Apr 04, 2023 Q1 2023
Cedar Brook Financial Partners, LLC

Cleveland, OH
BUY
 -
915
+ 31.89%
$73.7K - $75.5K
3.78K $310K
Apr 12, 2023 Q1 2023
Chapin Davis, Inc.

Baltimore, MD
BUY
 -
904
+ 10.72%
$72.8K - $74.6K
9.34K $766K
May 12, 2023 Q1 2023
Wellspring Financial Advisors, LLC

Cleveland, OH
BUY
 -
864
+ 21.08%
$69.6K - $71.3K
4.96K $407K
May 08, 2023 Q1 2023
Triumph Capital Management

BUY
 -
839
+ 31.26%
$67.5K - $69.2K
3.52K $289K
May 11, 2023 Q1 2023
Quadrant Capital Group LLC

Cincinnati, OH
BUY
 -
835
+ 0.89%
$67.2K - $68.9K
94.6K $7.76M
Apr 12, 2023 Q1 2023
A. D. Beadell Investment Counsel, Inc.

BUY
 -
821
+ 25.28%
$66.1K - $67.7K
4.07K $334K
Apr 25, 2023 Q1 2023
Caldwell Sutter Capital, Inc.

Sausalito, CA
BUY
 -
808
New
$65.1K - $66.7K
808 $66.3K
Sep 21, 2023 Q1 2023
Halpern Financial, Inc.

Ashburn, VA
BUY
 -
800
New
$64.4K - $66K
800 $65.6K
Apr 05, 2023 Q1 2023
Quent Capital, LLC

BUY
 -
794
+ 0.43%
$63.9K - $65.5K
185K $15.2M
Apr 12, 2023 Q1 2023
Vontobel Holding Ltd.

BUY
 -
767
+ 10.31%
$61.8K - $63.3K
8.21K $673K
May 12, 2023 Q1 2023
Private Advisory Group LLC

Redmond, WA
BUY
 -
760
+ 3.88%
$61.2K - $62.7K
20.4K $1.67M
Apr 10, 2023 Q1 2023
Procyon Advisors, LLC

BUY
 -
723
+ 4.75%
$58.2K - $59.7K
15.9K $1.31M
Apr 18, 2023 Q1 2023
Independent Wealth Network Inc.

BUY
 -
711
+ 2.07%
$57.2K - $58.7K
35.1K $2.88M
May 02, 2023 Q1 2023
V Wealth Advisors LLC

BUY
 -
684
+ 5.73%
$55.1K - $56.4K
12.6K $1.04M

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