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 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-4.72K- 35.98% |
$383K - $389K
|
8.41K
$690K
|
|
|
Jul 18, 2023
Q2 2023
|
Zhang Financial LLC
|
SELL
|
- |
-4.82K- 17.58% |
$391K - $397K
|
22.6K
$1.86M
|
|
|
Jul 14, 2023
Q2 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-4.83K- 21.48% |
$392K - $398K
|
17.7K
$1.45M
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-4.9K- 80.59% |
$397K - $404K
|
1.18K
$96.8K
|
|
|
Sep 06, 2024
Q2 2023
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-4.93K- 4.16% |
$399K - $406K
|
114K
$9.32M
|
|
|
Aug 02, 2023
Q2 2023
|
Executive Wealth Management, LLC
|
SELL
|
- |
-4.94K- 2.8% |
$401K - $407K
|
171K
$14.1M
|
|
|
Jul 17, 2023
Q2 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-4.95K- 2.79% |
$401K - $408K
|
172K
$14.1M
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-4.98K- 37.65% |
$404K - $410K
|
8.25K
$677K
|
|
|
Aug 08, 2023
Q2 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-4.99K- 33.52% |
$405K - $411K
|
9.9K
$812K
|
|
|
Jul 21, 2023
Q2 2023
|
E&G Advisors, LP
|
SELL
|
- |
-5K- 19.05% |
$405K - $412K
|
21.3K
$1.74M
|
|
|
Aug 14, 2023
Q2 2023
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-5K- 1.96% |
$405K - $412K
|
250K
$20.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Regions Financial Corp
|
SELL
|
- |
-5.04K- 28.65% |
$408K - $415K
|
12.5K
$1.03M
|
|
|
Aug 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-5.05K- 5.21% |
$409K - $416K
|
91.8K
$7.53M
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-5.13K- 46.51% |
$416K - $423K
|
5.9K
$484K
|
|
|
Jul 12, 2023
Q2 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-5.15K- 49.4% |
$417K - $424K
|
5.27K
$433K
|
|
|
Jul 31, 2023
Q2 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-5.2K- 26.48% |
$421K - $428K
|
14.4K
$1.18M
|
|
|
Jul 26, 2023
Q2 2023
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-5.23K- 18.88% |
$424K - $431K
|
22.5K
$1.84M
|
|
|
Jul 19, 2023
Q2 2023
|
Gemmer Asset Management LLC
|
SELL
|
- |
-5.3K- 4.74% |
$429K - $437K
|
106K
$8.73M
|
|
|
Aug 15, 2023
Q2 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-5.37K- 53.45% |
$436K - $443K
|
4.68K
$384K
|
|
|
Jul 13, 2023
Q2 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-5.42K- 18.19% |
$439K - $446K
|
24.4K
$2M
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-5.42K- 85.29% |
$439K - $446K
|
934
$76.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-5.44K- 1.81% |
$441K - $448K
|
295K
$24.2M
|
|
|
Aug 07, 2023
Q2 2023
|
Bfsg, LLC
|
SELL
|
- |
-5.45K- 38.49% |
$442K - $449K
|
8.72K
$715K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-5.49K- 8.87% |
$445K - $452K
|
56.4K
$4.63M
|
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-5.86K- 22.26% |
$475K - $483K
|
20.5K
$1.68M
|
|
|
Aug 04, 2023
Q2 2023
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-5.87K- 17.07% |
$476K - $484K
|
28.5K
$2.34M
|
|
|
Jul 25, 2023
Q2 2023
|
Straight Path Wealth Management
|
SELL
|
- |
-5.99K- 52.25% |
$485K - $494K
|
5.48K
$449K
|
|
|
Aug 11, 2023
Q2 2023
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-6.03K- 11.38% |
$489K - $497K
|
46.9K
$3.85M
|
|
|
Jul 17, 2023
Q2 2023
|
Pacific Wealth Management
|
SELL
|
- |
-6.07K- 2.7% |
$492K - $500K
|
219K
$17.9M
|
|
|
Aug 07, 2023
Q2 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-6.11K- 20.33% |
$495K - $503K
|
23.9K
$1.96M
|
|
|
Aug 08, 2023
Q2 2023
|
South State Corp
|
SELL
|
- |
-6.23K- 2.29% |
$505K - $513K
|
266K
$21.8M
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-6.3K- 7.27% |
$511K - $519K
|
80.4K
$6.6M
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-6.32K- 40.91% |
$513K - $521K
|
9.14K
$749K
|
|
|
Jul 24, 2023
Q2 2023
|
Center For Asset Management LLC
|
SELL
|
- |
-6.33K- 8.79% |
$513K - $522K
|
65.7K
$5.39M
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-6.34K- 14.48% |
$514K - $522K
|
37.5K
$3.07M
|
|
|
Jul 17, 2023
Q2 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-6.64K- 16.34% |
$538K - $547K
|
34K
$2.79M
|
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-6.69K- 14.19% |
$542K - $551K
|
40.4K
$3.32M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-6.69K- 3.19% |
$542K - $551K
|
203K
$16.6M
|
|
|
Jul 07, 2023
Q2 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-6.77K- 30.16% |
$548K - $558K
|
15.7K
$1.29M
|
|
|
Aug 04, 2023
Q2 2023
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-6.94K- 1.57% |
$563K - $572K
|
435K
$35.7M
|
|
|
Aug 04, 2023
Q2 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-6.99K- 50.52% |
$566K - $576K
|
6.84K
$561K
|
|
|
Jul 19, 2023
Q2 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-7.11K- 33.76% |
$576K - $586K
|
13.9K
$1.14M
|
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-7.34K- 8.27% |
$595K - $605K
|
81.4K
$6.68M
|
|
|
Jul 07, 2023
Q2 2023
|
First Citizens Financial Corp
|
SELL
|
- |
-7.35K- 54.41% |
$596K - $606K
|
6.16K
$505K
|
|
|
Aug 02, 2023
Q2 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-7.42K- 10.89% |
$602K - $612K
|
60.7K
$4.98M
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-7.61K- 27.16% |
$617K - $627K
|
20.4K
$1.67M
|
|
|
Jul 26, 2023
Q2 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-7.7K- 14.22% |
$624K - $634K
|
46.4K
$3.81M
|
|
|
Aug 08, 2023
Q2 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-7.84K- 0.91% |
$636K - $646K
|
851K
$69.8M
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-7.87K- 55.78% |
$638K - $649K
|
6.24K
$512K
|
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-8.16K- 9.94% |
$661K - $672K
|
73.9K
$6.06M
|