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 |
|---|---|---|---|---|---|---|---|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-20.6K- 45.02% |
$1.67M - $1.7M
|
25.2K
$2.07M
|
|
|
Aug 14, 2023
Q2 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-21.2K- 14.66% |
$1.72M - $1.75M
|
123K
$10.1M
|
|
|
Jul 21, 2023
Q2 2023
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-21.5K- 52.25% |
$1.74M - $1.77M
|
19.6K
$1.61M
|
|
|
Aug 04, 2023
Q2 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-21.5K- 72.76% |
$1.74M - $1.77M
|
8.05K
$661K
|
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
SELL
|
- |
-21.9K- 6.12% |
$1.77M - $1.8M
|
336K
$27.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-21.9K- 33.11% |
$1.77M - $1.8M
|
44.2K
$3.63M
|
|
|
Aug 04, 2023
Q2 2023
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-23.3K- 48.05% |
$1.89M - $1.92M
|
25.1K
$2.06M
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-23.5K- 40.55% |
$1.9M - $1.93M
|
34.4K
$2.82M
|
|
|
Jul 19, 2023
Q2 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-24.6K- 54.61% |
$2M - $2.03M
|
20.5K
$1.68M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-24.8K- 25.4% |
$2.01M - $2.05M
|
72.9K
$5.98M
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-25.4K- 94.09% |
$2.06M - $2.09M
|
1.59K
$131K
|
|
|
Jul 24, 2023
Q2 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-25.5K- 65.76% |
$2.06M - $2.1M
|
13.3K
$1.09M
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-25.6K- 2.21% |
$2.07M - $2.11M
|
1.13M
$92.9M
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-26.6K- 32.37% |
$2.16M - $2.19M
|
55.6K
$4.56M
|
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-26.8K- 35.14% |
$2.17M - $2.21M
|
49.5K
$4.06M
|
|
|
Jul 21, 2023
Q2 2023
|
Rmr Wealth Builders
|
SELL
|
- |
-26.9K- 44.65% |
$2.18M - $2.22M
|
33.4K
$2.74M
|
|
|
Jul 20, 2023
Q2 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-28.1K- 81.71% |
$2.28M - $2.32M
|
6.29K
$516K
|
|
|
Aug 14, 2023
Q2 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-30.4K- 64.73% |
$2.47M - $2.51M
|
16.6K
$1.36M
|
|
|
Aug 10, 2023
Q2 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-30.8K- 81.54% |
$2.49M - $2.53M
|
6.96K
$571K
|
|
|
Jul 25, 2023
Q2 2023
|
Wt Wealth Management
|
SELL
|
- |
-31.1K- 72.27% |
$2.52M - $2.56M
|
11.9K
$979K
|
|
|
Aug 07, 2023
Q2 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-31.2K- 90.99% |
$2.53M - $2.57M
|
3.09K
$253K
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-31.4K- 9.46% |
$2.54M - $2.59M
|
300K
$24.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-32K- 57.75% |
$2.59M - $2.64M
|
23.4K
$1.92M
|
|
|
Aug 10, 2023
Q2 2023
|
Knowledge Leaders Capital, LLC
|
SELL
|
- |
-32.5K- 51.52% |
$2.63M - $2.68M
|
30.6K
$2.51M
|
|
|
Aug 14, 2023
Q2 2023
|
Ascent Group, LLC
|
SELL
|
- |
-33.6K- 39.42% |
$2.72M - $2.77M
|
51.6K
$4.23M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-34.4K- 5.21% |
$2.79M - $2.84M
|
626K
$51.3M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-34.9K- 19.95% |
$2.83M - $2.88M
|
140K
$11.5M
|
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-35.2K- 69.53% |
$2.85M - $2.9M
|
15.4K
$1.27M
|
|
|
Aug 11, 2023
Q2 2023
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-36.1K- 48.81% |
$2.93M - $2.98M
|
37.9K
$3.11M
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-36.6K- 69.61% |
$2.97M - $3.02M
|
16K
$1.31M
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-36.7K- 37.91% |
$2.98M - $3.03M
|
60.1K
$4.93M
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
SELL
|
- |
-37.1K- 75.8% |
$3.01M - $3.06M
|
11.8K
$971K
|
|
|
Aug 14, 2023
Q2 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-37.2K- 54.57% |
$3.01M - $3.06M
|
31K
$2.54M
|
|
|
Jul 25, 2023
Q2 2023
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-38.1K- 36.95% |
$3.08M - $3.14M
|
64.9K
$5.33M
|
|
|
Aug 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-38.3K- 70.9% |
$3.1M - $3.15M
|
15.7K
$1.29M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-40.3K- 24.69% |
$3.27M - $3.32M
|
123K
$10.1M
|
|
|
Jul 27, 2023
Q2 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-40.7K- 38.77% |
$3.3M - $3.35M
|
64.3K
$5.27M
|
|
|
Jul 20, 2023
Q2 2023
|
Greenspring Advisors, LLC
|
SELL
|
- |
-42.1K- 74.56% |
$3.41M - $3.47M
|
14.4K
$1.18M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-43K- 0.69% |
$3.48M - $3.54M
|
6.18M
$507M
|
|
|
Jul 19, 2023
Q2 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-44.8K- 51.27% |
$3.63M - $3.69M
|
42.6K
$3.49M
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-44.9K- 46.7% |
$3.64M - $3.7M
|
51.3K
$4.2M
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-46.7K- 19.03% |
$3.78M - $3.85M
|
199K
$16.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-48.3K- 94.48% |
$3.91M - $3.98M
|
2.82K
$231K
|
|
|
Aug 08, 2023
Q2 2023
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-50.2K- 65.2% |
$4.07M - $4.14M
|
26.8K
$2.2M
|
|
|
Jul 14, 2023
Q2 2023
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-57.2K- 43.86% |
$4.64M - $4.71M
|
73.2K
$6.01M
|
|
|
Aug 09, 2023
Q2 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-58.1K- 4.73% |
$4.71M - $4.79M
|
1.17M
$96M
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-60.4K- 30.0% |
$4.89M - $4.97M
|
141K
$11.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-65.2K- 16.42% |
$5.28M - $5.37M
|
332K
$27.2M
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-69.6K- 63.55% |
$5.64M - $5.73M
|
39.9K
$3.27M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-71.5K- 17.14% |
$5.79M - $5.89M
|
346K
$28.4M
|