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 20, 2023
Q2 2023
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-73.1K- 73.71% |
$5.92M - $6.02M
|
26.1K
$2.14M
|
|
|
Jul 18, 2023
Q2 2023
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-74.6K- 83.71% |
$6.04M - $6.14M
|
14.5K
$1.19M
|
|
|
Jul 17, 2023
Q2 2023
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-76.2K- 68.08% |
$6.17M - $6.28M
|
35.7K
$2.93M
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
SELL
|
- |
-76.9K- 11.83% |
$6.23M - $6.34M
|
573K
$47M
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-81K- 55.06% |
$6.57M - $6.68M
|
66.1K
$5.42M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-84.1K- 85.45% |
$6.82M - $6.93M
|
14.3K
$1.17M
|
|
|
Aug 04, 2023
Q2 2023
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-90.5K- 27.17% |
$7.34M - $7.46M
|
243K
$19.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-90.6K- 86.76% |
$7.34M - $7.46M
|
13.8K
$1.13M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-91.9K- 18.46% |
$7.45M - $7.57M
|
406K
$33.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-94.3K- 69.29% |
$7.64M - $7.77M
|
41.8K
$3.43M
|
|
|
Aug 14, 2023
Q2 2023
|
Banco Santander, S.A.
|
SELL
|
- |
-98.3K- 18.99% |
$7.97M - $8.1M
|
419K
$34.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-103K- 33.05% |
$8.35M - $8.5M
|
209K
$17.1M
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-103K- 74.06% |
$8.37M - $8.51M
|
36.2K
$2.97M
|
|
|
Aug 11, 2023
Q2 2023
|
Perella Weinberg Partners Capital Management LP
|
SELL
|
- |
-104K- 5.31% |
$8.4M - $8.54M
|
1.85M
$152M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-104K- 9.61% |
$8.43M - $8.57M
|
978K
$80.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-108K- 3.05% |
$8.76M - $8.91M
|
3.44M
$282M
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-108K- 40.68% |
$8.78M - $8.93M
|
158K
$13M
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-109K- 83.0% |
$8.82M - $8.97M
|
22.3K
$1.83M
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-109K- 17.99% |
$8.83M - $8.98M
|
497K
$40.7M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-110K- 6.91% |
$8.91M - $9.06M
|
1.48M
$122M
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
SELL
|
- |
-113K- 11.14% |
$9.18M - $9.34M
|
904K
$74.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
SELL
|
- |
-115K- 7.83% |
$9.34M - $9.49M
|
1.36M
$111M
|
|
|
Aug 07, 2023
Q2 2023
|
Donoghue Forlines LLC
|
SELL
|
- |
-119K- 67.12% |
$9.64M - $9.8M
|
58.3K
$4.78M
|
|
|
Dec 11, 2023
Q2 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-122K- 75.34% |
$9.85M - $10M
|
39.8K
$3.26M
|
|
|
Jul 11, 2023
Q2 2023
|
Vigilare Wealth Management
|
SELL
|
- |
-132K- 40.36% |
$10.7M - $10.9M
|
196K
$16.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Retirement Capital Strategies
|
SELL
|
- |
-133K- 52.89% |
$10.8M - $11M
|
119K
$9.72M
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-137K- 42.39% |
$11.1M - $11.3M
|
186K
$15.3M
|
|
|
Jul 13, 2023
Q2 2023
|
Edge Wealth Management LLC
|
SELL
|
- |
-138K- 22.89% |
$11.2M - $11.4M
|
464K
$38.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-141K- 47.22% |
$11.5M - $11.7M
|
158K
$13M
|
|
|
Aug 11, 2023
Q2 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-142K- 15.19% |
$11.5M - $11.7M
|
791K
$64.9M
|
|
|
Jul 11, 2023
Q2 2023
|
Members Trust CO
|
SELL
|
- |
-143K- 9.63% |
$11.6M - $11.8M
|
1.34M
$110M
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-160K- 29.11% |
$12.9M - $13.2M
|
389K
$31.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-160K- 1.02% |
$13M - $13.2M
|
15.6M
$1.28B
|
|
|
Aug 08, 2023
Q2 2023
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-160K- 87.09% |
$13M - $13.2M
|
23.8K
$1.95M
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-160K- 71.79% |
$13M - $13.2M
|
63K
$5.17M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-162K- 3.86% |
$13.2M - $13.4M
|
4.04M
$332M
|
|
|
Aug 09, 2023
Q2 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-176K- 99.79% |
$14.3M - $14.5M
|
367
$30.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-181K- 99.46% |
$14.7M - $14.9M
|
985
$80.8K
|
|
|
Aug 08, 2023
Q2 2023
|
Barings LLC
|
SELL
|
- |
-193K- 95.57% |
$15.7M - $15.9M
|
8.94K
$734K
|
|
|
Jul 10, 2023
Q2 2023
|
Sg Americas Securities, LLC
|
SELL
|
- |
-200K- 64.92% |
$16.2M - $16.5M
|
108K
$8.88M
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-209K- 16.29% |
$17M - $17.2M
|
1.08M
$88.2M
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-209K- 16.29% |
$17M - $17.2M
|
1.08M
$88.2M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-211K- 3.6% |
$17.1M - $17.4M
|
5.65M
$464M
|
|
|
Aug 14, 2023
Q2 2023
|
Family Management Corp
New York, NY |
SELL
|
- |
-225K- 99.62% |
$18.2M - $18.5M
|
856
$70.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-256K- 60.62% |
$20.8M - $21.1M
|
166K
$13.6M
|
|
|
Jun 17, 2024
Q2 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-266K- 73.68% |
$21.5M - $21.9M
|
94.9K
$7.78M
|
|
|
Jul 13, 2023
Q2 2023
|
Innova Wealth Partners
|
SELL
|
- |
-288K- 77.12% |
$23.3M - $23.7M
|
85.4K
$7M
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-306K- 97.74% |
$24.8M - $25.2M
|
7.07K
$580K
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-336K- 5.79% |
$27.2M - $27.6M
|
5.46M
$448M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-344K- 13.28% |
$27.9M - $28.3M
|
2.24M
$184M
|