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 14, 2023
Q2 2023
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
14.7K+ 23.16% |
$1.19M - $1.21M
|
78.1K
$6.41M
|
|
|
Jul 13, 2023
Q2 2023
|
Cabot Wealth Management Inc
|
BUY
|
- |
14.5K+ 12.4% |
$1.18M - $1.2M
|
132K
$10.8M
|
|
|
Jul 17, 2023
Q2 2023
|
Client First Capital LLC
|
BUY
|
- |
14.5K+ 5.73% |
$1.17M - $1.19M
|
267K
$21.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
14K+ 132.5% |
$1.13M - $1.15M
|
24.6K
$2.01M
|
|
|
Aug 04, 2023
Q2 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
13.8K+ 42.47% |
$1.12M - $1.13M
|
46.2K
$3.79M
|
|
|
Jul 10, 2023
Q2 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
13.5K+ 35.64% |
$1.1M - $1.12M
|
51.5K
$4.22M
|
|
|
Aug 14, 2023
Q2 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
13.4K+ 6.31% |
$1.09M - $1.1M
|
226K
$18.5M
|
|
|
Aug 04, 2023
Q2 2023
|
White Pine Investment CO
|
BUY
|
- |
13.1K+ 15.97% |
$1.06M - $1.08M
|
94.9K
$7.78M
|
|
|
Aug 10, 2023
Q2 2023
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
12.7K+ 9.52% |
$1.03M - $1.05M
|
146K
$12M
|
|
|
Jul 03, 2023
Q2 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
12.7K+ 4.13% |
$1.03M - $1.05M
|
321K
$26.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
12.6K+ 20.01% |
$1.02M - $1.04M
|
75.6K
$6.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
12.2K+ 8.8% |
$992K - $1.01M
|
151K
$12.4M
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
11.9KNew |
$961K - $978K
|
11.9K
$973K
|
|
|
Jul 25, 2023
Q2 2023
|
Dock Street Asset Management Inc
|
BUY
|
- |
11.5K+ 13.38% |
$933K - $949K
|
97.5K
$8M
|
|
|
Jul 24, 2023
Q2 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
11.4K+ 139.12% |
$926K - $941K
|
19.6K
$1.61M
|
|
|
Jun 03, 2024
Q2 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
11.4K+ 139.12% |
$926K - $941K
|
19.6K
$1.61M
|
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
11.4K+ 236.98% |
$920K - $936K
|
16.1K
$1.32M
|
|
|
Aug 09, 2023
Q2 2023
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
11.3K+ 20.19% |
$917K - $932K
|
67.3K
$5.52M
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
11.2K+ 22.3% |
$910K - $925K
|
61.6K
$5.05M
|
|
|
Aug 10, 2023
Q2 2023
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
11.2K+ 159.52% |
$909K - $924K
|
18.2K
$1.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
10.8K+ 19.37% |
$878K - $892K
|
66.7K
$5.47M
|
|
|
Jul 05, 2023
Q2 2023
|
Symmetry Partners, LLC
|
BUY
|
- |
10.8K+ 19.8% |
$876K - $891K
|
65.4K
$5.36M
|
|
|
Jul 14, 2023
Q2 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
10.7K+ 11.47% |
$871K - $885K
|
104K
$8.56M
|
|
|
Jul 19, 2023
Q2 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
10.4K+ 142.96% |
$839K - $853K
|
17.6K
$1.44M
|
|
|
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
BUY
|
- |
10.1K+ 9.61% |
$819K - $833K
|
115K
$9.45M
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
10.1K+ 1.38% |
$815K - $829K
|
738K
$60.5M
|
|
|
Jul 12, 2023
Q2 2023
|
Community Trust & Investment CO
|
BUY
|
- |
10K+ 63.79% |
$814K - $827K
|
25.8K
$2.11M
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
10K+ 1.38% |
$814K - $827K
|
738K
$60.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
10K+ 28.68% |
$811K - $824K
|
44.9K
$3.68M
|
|
|
Jul 18, 2023
Q2 2023
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
9.99K+ 14.55% |
$809K - $823K
|
78.6K
$6.45M
|
|
|
Aug 11, 2023
Q2 2023
|
Becker Capital Management Inc
|
BUY
|
- |
9.94K+ 17.54% |
$806K - $819K
|
66.6K
$5.47M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
9.47K+ 11.46% |
$767K - $780K
|
92.1K
$7.55M
|
|
|
Aug 02, 2023
Q2 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
9.45K+ 80.78% |
$766K - $779K
|
21.1K
$1.73M
|
|
|
Jul 21, 2023
Q2 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
9.25KNew |
$750K - $763K
|
9.25K
$759K
|
|
|
Aug 09, 2023
Q2 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
8.92K+ 259.83% |
$723K - $735K
|
12.4K
$1.01M
|
|
|
Jan 30, 2024
Q2 2023
|
Dgs Capital Management, LLC
|
BUY
|
- |
8.75KNew |
$709K - $721K
|
8.75K
$718K
|
|
|
Jul 28, 2023
Q2 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
8.75K+ 36.51% |
$709K - $721K
|
32.7K
$2.68M
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
8.73K+ 204.31% |
$708K - $719K
|
13K
$1.07M
|
|
|
Jul 18, 2023
Q2 2023
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
8.73K+ 8.76% |
$707K - $719K
|
108K
$8.89M
|
|
|
Jul 10, 2023
Q2 2023
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
8.51K+ 32.02% |
$689K - $701K
|
35.1K
$2.88M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
8.47K+ 4.46% |
$687K - $698K
|
199K
$16.3M
|
|
|
Jul 17, 2023
Q2 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
8.3K+ 4.65% |
$673K - $684K
|
187K
$15.3M
|
|
|
Jul 11, 2023
Q2 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
8.13KNew |
$659K - $670K
|
8.13K
$667K
|
|
|
Aug 08, 2023
Q2 2023
|
Rovin Capital
|
BUY
|
- |
8.09K+ 25.6% |
$656K - $667K
|
39.7K
$3.26M
|
|
|
Jul 20, 2023
Q2 2023
|
Veracity Capital LLC
|
BUY
|
- |
8KNew |
$648K - $659K
|
8K
$656K
|
|
|
Aug 11, 2023
Q2 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
7.98K+ 62.35% |
$646K - $657K
|
20.8K
$1.7M
|
|
|
Jul 21, 2023
Q2 2023
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
7.95K+ 0.95% |
$644K - $655K
|
846K
$69.4M
|
|
|
Jul 20, 2023
Q2 2023
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
BUY
|
- |
7.79K+ 202.44% |
$632K - $642K
|
11.6K
$955K
|
|
|
Jul 18, 2023
Q2 2023
|
Atwood & Palmer Inc
|
BUY
|
- |
7.71K+ 3.82% |
$625K - $635K
|
209K
$17.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
7.7KNew |
$624K - $634K
|
7.7K
$632K
|