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 15, 2023
Q2 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
47.6K+ 18.42% |
$3.86M - $3.92M
|
306K
$25.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
46.3K+ 17.66% |
$3.76M - $3.82M
|
309K
$25.3M
|
|
|
Aug 01, 2023
Q2 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
45.6K+ 896.75% |
$3.69M - $3.75M
|
50.6K
$4.15M
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
43.4K+ 35.86% |
$3.51M - $3.57M
|
164K
$13.5M
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
41.8K+ 877.66% |
$3.39M - $3.45M
|
46.6K
$3.82M
|
|
|
Aug 14, 2023
Q2 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
41.8KNew |
$3.39M - $3.45M
|
41.8K
$3.43M
|
|
|
Jul 27, 2023
Q2 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
38.6K+ 16.56% |
$3.13M - $3.18M
|
272K
$22.3M
|
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
38K+ 20.47% |
$3.08M - $3.13M
|
223K
$18.3M
|
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
38K+ 20.47% |
$3.08M - $3.13M
|
223K
$18.3M
|
|
|
Jul 20, 2023
Q2 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
37K+ 37.03% |
$3M - $3.05M
|
137K
$11.2M
|
|
|
Jul 11, 2023
Q2 2023
|
Wj Wealth Management, LLC
|
BUY
|
- |
34.2K+ 23.65% |
$2.77M - $2.82M
|
179K
$14.7M
|
|
|
Jul 17, 2023
Q2 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
33.4K+ 14.83% |
$2.71M - $2.75M
|
259K
$21.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
33.2K+ 907.06% |
$2.69M - $2.73M
|
36.8K
$3.02M
|
|
|
Aug 04, 2023
Q2 2023
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
31.1KNew |
$2.52M - $2.57M
|
31.1K
$2.55M
|
|
|
Jul 26, 2023
Q2 2023
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
31KNew |
$2.51M - $2.56M
|
31K
$2.55M
|
|
|
Aug 10, 2023
Q2 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
30.8K+ 102.56% |
$2.49M - $2.54M
|
60.8K
$4.98M
|
|
|
Aug 02, 2023
Q2 2023
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
30.2K+ 30.06% |
$2.45M - $2.49M
|
131K
$10.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
29.3KNew |
$2.38M - $2.42M
|
29.3K
$2.41M
|
|
|
Aug 14, 2023
Q2 2023
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
29.2KNew |
$2.36M - $2.4M
|
29.2K
$2.39M
|
|
|
Aug 15, 2023
Q2 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
28.2KNew |
$2.29M - $2.33M
|
28.2K
$2.32M
|
|
|
Jul 12, 2023
Q2 2023
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
28.1K+ 21.6% |
$2.28M - $2.31M
|
158K
$13M
|
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
BUY
|
- |
27.5K+ 268.42% |
$2.23M - $2.27M
|
37.8K
$3.1M
|
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
26.9K+ 87.13% |
$2.18M - $2.21M
|
57.7K
$4.73M
|
|
|
Aug 07, 2023
Q2 2023
|
American Investment Services, Inc.
|
BUY
|
- |
26.7K+ 50.54% |
$2.16M - $2.2M
|
79.5K
$6.52M
|
|
|
Jul 18, 2023
Q2 2023
|
Fortem Financial Group, LLC
|
BUY
|
- |
25.1K+ 96.38% |
$2.03M - $2.07M
|
51.2K
$4.2M
|
|
|
Jul 24, 2023
Q2 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
25.1K+ 77.0% |
$2.03M - $2.06M
|
57.6K
$4.72M
|
|
|
Jul 17, 2023
Q2 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
24.7K+ 344.18% |
$2M - $2.04M
|
31.9K
$2.61M
|
|
|
Aug 14, 2023
Q2 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
24.6K+ 83.83% |
$2M - $2.03M
|
54K
$4.43M
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
24.2K+ 116.73% |
$1.97M - $2M
|
45K
$3.69M
|
|
|
Aug 07, 2023
Q2 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
23.7K+ 203.66% |
$1.92M - $1.95M
|
35.3K
$2.9M
|
|
|
Jul 20, 2023
Q2 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
23.6K+ 36.7% |
$1.91M - $1.94M
|
87.9K
$7.21M
|
|
|
Aug 08, 2023
Q2 2023
|
Leuthold Group, LLC
|
BUY
|
- |
23.1K+ 15.94% |
$1.87M - $1.9M
|
168K
$13.8M
|
|
|
Aug 02, 2023
Q2 2023
|
Efg Capital International Corp.
Miami, FL |
BUY
|
- |
23KNew |
$1.87M - $1.9M
|
23K
$1.89M
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
22.6KNew |
$1.83M - $1.86M
|
22.6K
$1.86M
|
|
|
Jul 27, 2023
Q2 2023
|
Empowered Funds, LLC
|
BUY
|
- |
22.6KNew |
$1.83M - $1.86M
|
22.6K
$1.86M
|
|
|
Aug 04, 2023
Q2 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
22.4K+ 109.05% |
$1.81M - $1.84M
|
42.9K
$3.52M
|
|
|
Aug 14, 2023
Q2 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
21.8K+ 64.86% |
$1.77M - $1.8M
|
55.5K
$4.55M
|
|
|
Jan 12, 2024
Q2 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
21.7KNew |
$1.76M - $1.79M
|
21.7K
$1.78M
|
|
|
Aug 02, 2023
Q2 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
20.8K+ 11.31% |
$1.69M - $1.72M
|
205K
$16.8M
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
19.6K+ 21.67% |
$1.58M - $1.61M
|
110K
$9.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
19.3K+ 5.79% |
$1.56M - $1.59M
|
353K
$29M
|
|
|
Aug 09, 2023
Q2 2023
|
Brio Consultants, LLC
|
BUY
|
- |
18.7K+ 7.99% |
$1.52M - $1.54M
|
253K
$20.8M
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
17.9K+ 320.45% |
$1.45M - $1.47M
|
23.5K
$1.92M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
17.6KNew |
$1.43M - $1.45M
|
17.6K
$1.45M
|
|
|
Sep 06, 2023
Q2 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
16.4K+ 104.22% |
$1.33M - $1.35M
|
32K
$2.63M
|
|
|
Aug 10, 2023
Q2 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
15.8K+ 10.71% |
$1.28M - $1.3M
|
163K
$13.4M
|
|
|
Jul 13, 2023
Q2 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
15.6K+ 38.69% |
$1.27M - $1.29M
|
56.1K
$4.6M
|
|
|
Jul 06, 2023
Q2 2023
|
Apella Capital, LLC
|
BUY
|
- |
15.3K+ 27.57% |
$1.24M - $1.26M
|
70.8K
$5.81M
|
|
|
Aug 11, 2023
Q2 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
15.2K+ 305.7% |
$1.23M - $1.25M
|
20.1K
$1.65M
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
14.9K+ 14.97% |
$1.21M - $1.23M
|
115K
$9.4M
|