Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-111- 0.95% |
$9K - $9.15K
|
11.5K
$945K
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-122- 62.89% |
$9.89K - $10.1K
|
72
$5.91K
|
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-122- 6.29% |
$9.89K - $10.1K
|
1.82K
$149K
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-122- 6.29% |
$9.89K - $10.1K
|
1.82K
$149K
|
|
|
Jul 21, 2023
Q2 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-122- 2.5% |
$9.89K - $10.1K
|
4.76K
$391K
|
|
|
Jul 26, 2023
Q2 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-140- 2.85% |
$11.3K - $11.5K
|
4.78K
$392K
|
|
|
Aug 14, 2023
Q2 2023
|
Hollow Brook Wealth Management LLC
|
SELL
|
- |
-140- 0.65% |
$11.3K - $11.5K
|
21.4K
$1.76M
|
|
|
Jul 25, 2023
Q2 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-150- 3.31% |
$12.2K - $12.4K
|
4.39K
$360K
|
|
|
Jul 07, 2023
Q2 2023
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-154- 2.34% |
$12.5K - $12.7K
|
6.43K
$527K
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-157- 1.37% |
$12.7K - $12.9K
|
11.3K
$925K
|
|
|
Jul 14, 2023
Q2 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-171- 0.3% |
$13.9K - $14.1K
|
56.4K
$4.62M
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-175- 0.16% |
$14.2K - $14.4K
|
113K
$9.25M
|
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-184- 2.45% |
$14.9K - $15.2K
|
7.32K
$600K
|
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-195- 5.15% |
$15.8K - $16.1K
|
3.59K
$294K
|
|
|
Jul 31, 2023
Q2 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-200- 2.52% |
$16.2K - $16.5K
|
7.74K
$635K
|
|
|
Aug 11, 2023
Q2 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-202- 0.44% |
$16.4K - $16.6K
|
45.2K
$3.71M
|
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-202- 2.99% |
$16.4K - $16.6K
|
6.56K
$538K
|
|
|
Aug 06, 2024
Q2 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-203- 31.62% |
$16.5K - $16.7K
|
439
$36K
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-210- 4.75% |
$17K - $17.3K
|
4.22K
$346K
|
|
|
Jul 10, 2023
Q2 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-213- 3.39% |
$17.3K - $17.6K
|
6.08K
$498K
|
|
|
Aug 01, 2023
Q2 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-218- 2.06% |
$17.7K - $18K
|
10.4K
$850K
|
|
|
Jul 06, 2023
Q2 2023
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-220- 1.95% |
$17.8K - $18.1K
|
11.1K
$908K
|
|
|
Aug 21, 2023
Q2 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-224- 29.87% |
$18.2K - $18.5K
|
526
$43.1K
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-226- 1.54% |
$18.3K - $18.6K
|
14.4K
$1.18M
|
|
|
Jul 21, 2023
Q2 2023
|
Capital Insight Partners, LLC
|
SELL
|
- |
-234- 8.3% |
$19K - $19.3K
|
2.59K
$212K
|
|
|
Jul 31, 2023
Q2 2023
|
Hudock, Inc.
|
SELL
|
- |
-243- 1.17% |
$19.7K - $20K
|
20.6K
$1.69M
|
|
|
Aug 09, 2023
Q2 2023
|
Pecaut & Co.
|
SELL
|
- |
-246- 14.22% |
$19.9K - $20.3K
|
1.48K
$122K
|
|
|
Jul 10, 2023
Q2 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-247- 0.31% |
$20K - $20.4K
|
79.6K
$6.53M
|
|
|
Jul 26, 2023
Q2 2023
|
Mattern Wealth Management LLC
|
SELL
|
- |
-247- 2.0% |
$20K - $20.4K
|
12.1K
$993K
|
|
|
Jul 28, 2023
Q2 2023
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-250- 1.43% |
$20.3K - $20.6K
|
17.2K
$1.41M
|
|
|
Jul 17, 2023
Q2 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-250- 8.11% |
$20.3K - $20.6K
|
2.83K
$232K
|
|
|
Jul 28, 2023
Q2 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-251- 14.01% |
$20.3K - $20.7K
|
1.54K
$126K
|
|
|
Jul 18, 2023
Q2 2023
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-259- 1.54% |
$21K - $21.3K
|
16.6K
$1.36M
|
|
|
Jul 24, 2023
Q2 2023
|
De Dora Capital, Inc.
|
SELL
|
- |
-260- 2.32% |
$21.1K - $21.4K
|
11K
$900K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
SELL
|
- |
-263- 5.81% |
$21.3K - $21.7K
|
4.26K
$349K
|
|
|
Jul 13, 2023
Q2 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-274- 0.46% |
$22.2K - $22.6K
|
59.4K
$4.87M
|
|
|
Jul 26, 2023
Q2 2023
|
Bank Hapoalim Bm
|
SELL
|
- |
-275- 3.01% |
$22.3K - $22.7K
|
8.85K
$726K
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
SELL
|
- |
-290- 4.26% |
$23.5K - $23.9K
|
6.52K
$535K
|
|
|
Aug 10, 2023
Q2 2023
|
Nelson Capital Management, LLC
|
SELL
|
- |
-297- 9.12% |
$24.1K - $24.5K
|
2.96K
$243K
|
|
|
Jul 26, 2023
Q2 2023
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-297- 0.25% |
$24.1K - $24.5K
|
116K
$9.55M
|
|
|
Jul 19, 2023
Q2 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-300- 6.91% |
$24.3K - $24.7K
|
4.04K
$332K
|
|
|
Aug 08, 2023
Q2 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-306- 3.79% |
$24.8K - $25.2K
|
7.76K
$636K
|
|
|
Aug 14, 2023
Q2 2023
|
Adams Wealth Management
|
SELL
|
- |
-309- 8.34% |
$25K - $25.5K
|
3.4K
$279K
|
|
|
Jul 12, 2023
Q2 2023
|
Patton Fund Management, Inc.
|
SELL
|
- |
-319- 3.99% |
$25.9K - $26.3K
|
7.68K
$630K
|
|
|
Jul 19, 2023
Q2 2023
|
Weaver Consulting Group
|
SELL
|
- |
-320- 4.4% |
$25.9K - $26.4K
|
6.95K
$570K
|
|
|
Jul 12, 2023
Q2 2023
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-325- 2.79% |
$26.3K - $26.8K
|
11.3K
$928K
|
|
|
Jul 25, 2023
Q2 2023
|
Mainstay Capital Management LLC
|
SELL
|
- |
-349- 0.86% |
$28.3K - $28.8K
|
40.4K
$3.32M
|
|
|
Jul 10, 2023
Q2 2023
|
Appleton Partners Inc
|
SELL
|
- |
-359- 9.86% |
$29.1K - $29.6K
|
3.28K
$269K
|
|
|
Jul 27, 2023
Q2 2023
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-365- 5.16% |
$29.6K - $30.1K
|
6.71K
$551K
|
|
|
Jul 28, 2023
Q2 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-376- 13.56% |
$30.5K - $31K
|
2.4K
$197K
|