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 10, 2023
Q2 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-8.26K- 11.86% |
$669K - $681K
|
61.4K
$5.04M
|
|
|
Aug 14, 2023
Q2 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-8.3K- 5.34% |
$673K - $684K
|
147K
$12.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-8.31K- 12.02% |
$673K - $684K
|
60.8K
$4.99M
|
|
|
Aug 10, 2023
Q2 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-8.85K- 43.69% |
$717K - $729K
|
11.4K
$935K
|
|
|
Nov 13, 2023
Q2 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-8.85K- 43.69% |
$717K - $729K
|
11.4K
$935K
|
|
|
Aug 24, 2023
Q2 2023
|
Strategy Asset Managers LLC
|
SELL
|
- |
-9.1K- 28.94% |
$738K - $750K
|
22.4K
$1.83M
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-9.37K- 26.8% |
$760K - $773K
|
25.6K
$2.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-9.38K- 38.97% |
$760K - $773K
|
14.7K
$1.2M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-9.59K- 13.71% |
$777K - $790K
|
60.3K
$4.95M
|
|
|
Dec 12, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-10.1K- 7.38% |
$815K - $829K
|
126K
$10.4M
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-10.1K- 80.3% |
$821K - $835K
|
2.49K
$204K
|
|
|
Jul 21, 2023
Q2 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-10.2K- 75.93% |
$828K - $842K
|
3.24K
$266K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-10.6K- 17.12% |
$861K - $875K
|
51.4K
$4.22M
|
|
|
Aug 07, 2023
Q2 2023
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-10.7K- 31.88% |
$868K - $883K
|
22.9K
$1.88M
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-10.8K- 76.11% |
$873K - $888K
|
3.38K
$277K
|
|
|
Jul 11, 2023
Q2 2023
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-11.2K- 17.09% |
$904K - $920K
|
54.1K
$4.44M
|
|
|
Aug 07, 2023
Q2 2023
|
James Investment Research Inc
|
SELL
|
- |
-11.2K- 5.97% |
$910K - $925K
|
177K
$14.5M
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-11.3K- 70.95% |
$914K - $929K
|
4.62K
$379K
|
|
|
Aug 03, 2023
Q2 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-11.3K- 8.57% |
$920K - $935K
|
121K
$9.93M
|
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-11.7K- 11.02% |
$945K - $961K
|
94.1K
$7.72M
|
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-11.7K- 11.02% |
$945K - $961K
|
94.1K
$7.72M
|
|
|
Jul 17, 2023
Q2 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-12K- 4.71% |
$973K - $989K
|
243K
$19.9M
|
|
|
Jul 21, 2023
Q2 2023
|
Cpr Investments Inc.
Rochester, MI |
SELL
|
- |
-12.1K- 17.82% |
$984K - $1M
|
56K
$4.59M
|
|
|
Aug 14, 2023
Q2 2023
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-12.2K- 1.59% |
$988K - $1M
|
752K
$61.7M
|
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-12.3K- 40.49% |
$1M - $1.02M
|
18.1K
$1.49M
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-12.4K- 12.98% |
$1.01M - $1.02M
|
83.3K
$6.84M
|
|
|
Aug 03, 2023
Q2 2023
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-12.5K- 51.5% |
$1.01M - $1.03M
|
11.8K
$965K
|
|
|
Jul 19, 2023
Q2 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-12.9K- 13.27% |
$1.05M - $1.06M
|
84.4K
$6.92M
|
|
|
Aug 08, 2023
Q2 2023
|
Efficient Advisors, LLC
|
SELL
|
- |
-13.3K- 8.64% |
$1.08M - $1.09M
|
140K
$11.5M
|
|
|
Aug 07, 2023
Q2 2023
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-13.3K- 8.17% |
$1.08M - $1.1M
|
150K
$12.3M
|
|
|
Jul 24, 2023
Q2 2023
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-13.3K- 52.85% |
$1.08M - $1.1M
|
11.9K
$974K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-13.6K- 8.31% |
$1.1M - $1.12M
|
150K
$12.3M
|
|
|
Jul 12, 2023
Q2 2023
|
Independent Wealth Network Inc.
|
SELL
|
- |
-13.6K- 38.79% |
$1.1M - $1.12M
|
21.5K
$1.76M
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-13.8K- 42.16% |
$1.12M - $1.14M
|
19K
$1.56M
|
|
|
Aug 03, 2023
Q2 2023
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-13.9K- 2.37% |
$1.13M - $1.14M
|
572K
$46.9M
|
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-14.1K- 60.99% |
$1.15M - $1.17M
|
9.04K
$742K
|
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-14.2K- 13.53% |
$1.15M - $1.17M
|
90.5K
$7.42M
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-14.3K- 19.13% |
$1.16M - $1.18M
|
60.6K
$4.97M
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-15.3K- 35.57% |
$1.24M - $1.26M
|
27.7K
$2.27M
|
|
|
Jul 27, 2023
Q2 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-15.4K- 28.26% |
$1.25M - $1.27M
|
39K
$3.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-16.7K- 8.03% |
$1.35M - $1.37M
|
191K
$15.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-16.8K- 15.73% |
$1.36M - $1.38M
|
89.8K
$7.37M
|
|
|
Jul 25, 2023
Q2 2023
|
Old National Bancorp
|
SELL
|
- |
-17K- 29.75% |
$1.38M - $1.4M
|
40.2K
$3.3M
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-17.2K- 15.3% |
$1.39M - $1.41M
|
95K
$7.79M
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-18.1K- 14.87% |
$1.47M - $1.49M
|
104K
$8.5M
|
|
|
Aug 08, 2023
Q2 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-18.5K- 79.15% |
$1.5M - $1.53M
|
4.88K
$400K
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-18.5K- 5.36% |
$1.5M - $1.53M
|
327K
$26.8M
|
|
|
Aug 07, 2023
Q2 2023
|
Private Management Group Inc
|
SELL
|
- |
-19.6K- 10.95% |
$1.59M - $1.62M
|
159K
$13.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-20K- 34.7% |
$1.62M - $1.65M
|
37.6K
$3.09M
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-20.6K- 3.66% |
$1.67M - $1.7M
|
544K
$44.6M
|