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 08, 2023
Q2 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-704- 2.71% |
$57.1K - $58K
|
25.3K
$2.08M
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-737- 11.67% |
$59.7K - $60.7K
|
5.58K
$458K
|
|
|
Aug 10, 2023
Q2 2023
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-761- 5.74% |
$61.7K - $62.7K
|
12.5K
$1.02M
|
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-783- 3.75% |
$63.5K - $64.5K
|
20.1K
$1.65M
|
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-809- 2.69% |
$65.6K - $66.7K
|
29.3K
$2.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-812- 1.83% |
$65.8K - $66.9K
|
43.6K
$3.58M
|
|
|
Aug 14, 2023
Q2 2023
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-826- 17.96% |
$66.9K - $68.1K
|
3.77K
$309K
|
|
|
Jul 14, 2023
Q2 2023
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-839- 5.43% |
$68K - $69.1K
|
14.6K
$1.2M
|
|
|
Jul 31, 2023
Q2 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-843- 17.18% |
$68.3K - $69.5K
|
4.06K
$333K
|
|
|
Jul 26, 2023
Q2 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-855- 12.81% |
$69.3K - $70.5K
|
5.82K
$477K
|
|
|
Aug 23, 2023
Q2 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-856- 2.7% |
$69.4K - $70.5K
|
30.8K
$2.53M
|
|
|
Jul 25, 2023
Q2 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-860- 0.57% |
$69.7K - $70.9K
|
151K
$12.4M
|
|
|
Aug 02, 2023
Q2 2023
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-866- 16.96% |
$70.2K - $71.4K
|
4.24K
$348K
|
|
|
Aug 02, 2023
Q2 2023
|
Matson Money. Inc.
|
SELL
|
- |
-881- 0.07% |
$71.4K - $72.6K
|
1.34M
$110M
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-882- 1.97% |
$71.5K - $72.7K
|
44K
$3.61M
|
|
|
Jul 24, 2023
Q2 2023
|
Strong Box Wealth, LLC
|
SELL
|
- |
-883- 1.6% |
$71.6K - $72.8K
|
54.3K
$4.45M
|
|
|
Aug 02, 2023
Q2 2023
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-884- 2.83% |
$71.6K - $72.9K
|
30.4K
$2.49M
|
|
|
Aug 15, 2023
Q2 2023
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-888- 10.07% |
$72K - $73.2K
|
7.93K
$651K
|
|
|
Jul 24, 2023
Q2 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-899- 23.06% |
$72.9K - $74.1K
|
3K
$246K
|
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-924- 8.65% |
$74.9K - $76.1K
|
9.76K
$801K
|
|
|
Aug 04, 2023
Q2 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-965- 7.08% |
$78.2K - $79.5K
|
12.7K
$1.04M
|
|
|
Jul 14, 2023
Q2 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-1K- 3.39% |
$81.2K - $82.6K
|
28.6K
$2.34M
|
|
|
Aug 10, 2023
Q2 2023
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-1.02K- 1.67% |
$82.4K - $83.8K
|
59.7K
$4.9M
|
|
|
Jul 26, 2023
Q2 2023
|
Raub Brock Capital Management LP
|
SELL
|
- |
-1.03K- 3.8% |
$83.1K - $84.5K
|
26K
$2.13M
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.05K- 78.07% |
$85.1K - $86.5K
|
295
$24.2K
|
|
|
Jul 24, 2023
Q2 2023
|
Allen Capital Group, LLC
|
SELL
|
- |
-1.05K- 27.01% |
$85.1K - $86.5K
|
2.84K
$233K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.06K- 1.84% |
$86K - $87.4K
|
56.6K
$4.64M
|
|
|
Aug 08, 2023
Q2 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-1.08K- 6.25% |
$87.7K - $89.2K
|
16.2K
$1.33M
|
|
|
Aug 15, 2023
Q2 2023
|
Staley Capital Advisers Inc
|
SELL
|
- |
-1.1K- 8.71% |
$89.2K - $90.7K
|
11.5K
$945K
|
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-1.1K- 49.44% |
$89.5K - $91K
|
1.13K
$92.6K
|
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.12K- 2.83% |
$90.4K - $91.9K
|
38.3K
$3.14M
|
|
|
Jul 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-1.12K- 4.5% |
$90.9K - $92.4K
|
23.8K
$1.95M
|
|
|
Jul 17, 2023
Q2 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.14K- 7.13% |
$92.2K - $93.7K
|
14.8K
$1.21M
|
|
|
Aug 02, 2023
Q2 2023
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-1.15K- 31.62% |
$93K - $94.5K
|
2.48K
$204K
|
|
|
Aug 14, 2023
Q2 2023
|
Rodgers Brothers Inc.
Harmony, PA |
SELL
|
- |
-1.15K- 13.77% |
$93.2K - $94.8K
|
7.2K
$591K
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.15K- 1.34% |
$93.4K - $94.9K
|
84.9K
$6.97M
|
|
|
Aug 02, 2023
Q2 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.16K- 2.98% |
$93.7K - $95.3K
|
37.7K
$3.09M
|
|
|
Jul 20, 2023
Q2 2023
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-1.16K- 9.43% |
$94.3K - $95.8K
|
11.2K
$916K
|
|
|
Aug 11, 2023
Q2 2023
|
Sfmg, LLC
|
SELL
|
- |
-1.18K- 17.67% |
$95.6K - $97.2K
|
5.5K
$451K
|
|
|
Aug 14, 2023
Q2 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-1.18K- 18.51% |
$96K - $97.6K
|
5.21K
$428K
|
|
|
Aug 04, 2023
Q2 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-1.21K- 5.55% |
$98.2K - $99.8K
|
20.6K
$1.69M
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.22K- 2.19% |
$98.7K - $100K
|
54.4K
$4.46M
|
|
|
Jul 13, 2023
Q2 2023
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-1.23K- 5.71% |
$99.7K - $101K
|
20.3K
$1.67M
|
|
|
Aug 02, 2023
Q2 2023
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-1.23K- 9.52% |
$100K - $102K
|
11.7K
$962K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.24K- 9.19% |
$100K - $102K
|
12.2K
$1M
|
|
|
Jul 20, 2023
Q2 2023
|
Well Done, LLC
|
SELL
|
- |
-1.24K- 33.19% |
$101K - $103K
|
2.5K
$205K
|
|
|
Aug 03, 2023
Q2 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.25K- 15.83% |
$101K - $103K
|
6.64K
$545K
|
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.25K- 7.18% |
$101K - $103K
|
16.2K
$1.33M
|
|
|
Aug 07, 2023
Q2 2023
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-1.28K- 31.78% |
$104K - $106K
|
2.75K
$226K
|
|
|
Jul 18, 2023
Q2 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-1.29K- 2.47% |
$104K - $106K
|
51K
$4.18M
|