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 13, 2023
Q2 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
7.53K+ 9.03% |
$610K - $621K
|
90.9K
$7.46M
|
|
|
Jul 13, 2023
Q2 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
7.48K+ 52.44% |
$606K - $616K
|
21.7K
$1.78M
|
|
|
Jul 28, 2023
Q2 2023
|
Independent Advisor Alliance
|
BUY
|
- |
7.44KNew |
$603K - $613K
|
7.44K
$610K
|
|
|
Aug 09, 2023
Q2 2023
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
7.41KNew |
$600K - $610K
|
7.41K
$608K
|
|
|
Jul 12, 2023
Q2 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
7.39K+ 6.24% |
$599K - $609K
|
126K
$10.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
7.28K+ 6737.04% |
$590K - $600K
|
7.38K
$606K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
7.27KNew |
$589K - $599K
|
7.27K
$596K
|
|
|
Jul 21, 2023
Q2 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
7.13KNew |
$578K - $588K
|
7.13K
$585K
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
7.05K+ 2.43% |
$571K - $581K
|
297K
$24.4M
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
6.93K+ 6.87% |
$562K - $571K
|
108K
$8.85M
|
|
|
Aug 09, 2023
Q2 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
6.9K+ 4.66% |
$559K - $568K
|
155K
$12.7M
|
|
|
Aug 07, 2023
Q2 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
6.86KNew |
$556K - $565K
|
6.86K
$562K
|
|
|
Jul 13, 2023
Q2 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
6.72K+ 11.01% |
$544K - $553K
|
67.7K
$5.55M
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
BUY
|
- |
6.63K+ 1.33% |
$537K - $546K
|
504K
$41.4M
|
|
|
Aug 03, 2023
Q2 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
6.55K+ 35.59% |
$531K - $540K
|
25K
$2.05M
|
|
|
Aug 14, 2023
Q2 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
6.52K+ 8.4% |
$528K - $537K
|
84.1K
$6.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
6.44K+ 8.03% |
$522K - $531K
|
86.7K
$7.11M
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
6.38KNew |
$517K - $526K
|
6.38K
$523K
|
|
|
Aug 15, 2023
Q2 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
6.27KNew |
$508K - $517K
|
6.27K
$514K
|
|
|
Jul 11, 2023
Q2 2023
|
Affiance Financial, LLC
|
BUY
|
- |
6.2KNew |
$502K - $511K
|
6.2K
$508K
|
|
|
Jul 27, 2023
Q2 2023
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
6.14KNew |
$498K - $506K
|
6.14K
$504K
|
|
|
Aug 08, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
5.9K+ 4.9% |
$478K - $486K
|
126K
$10.4M
|
|
|
Aug 01, 2023
Q2 2023
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
5.9KNew |
$478K - $486K
|
5.9K
$484K
|
|
|
Aug 10, 2023
Q2 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
5.88KNew |
$476K - $484K
|
5.88K
$482K
|
|
|
Aug 10, 2023
Q2 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
5.81K+ 4.08% |
$471K - $479K
|
148K
$12.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.77K+ 4.65% |
$467K - $475K
|
130K
$10.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
5.75K+ 0.61% |
$466K - $474K
|
949K
$77.9M
|
|
|
Aug 08, 2023
Q2 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
5.71K+ 13.19% |
$463K - $471K
|
49K
$4.02M
|
|
|
Aug 08, 2023
Q2 2023
|
Affinia Financial Group, LLC
Burlington, MA |
BUY
|
- |
5.71K+ 110.73% |
$463K - $470K
|
10.9K
$891K
|
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
5.7K+ 5.31% |
$462K - $470K
|
113K
$9.27M
|
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
5.69K+ 0.85% |
$461K - $469K
|
679K
$55.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
5.66KNew |
$459K - $467K
|
5.66K
$464K
|
|
|
Aug 02, 2023
Q2 2023
|
America First Investment Advisors, LLC
|
BUY
|
- |
5.61K+ 1.78% |
$455K - $462K
|
321K
$26.3M
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.35K+ 2.87% |
$434K - $441K
|
192K
$15.7M
|
|
|
Aug 03, 2023
Q2 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
5.33K+ 150.42% |
$432K - $439K
|
8.87K
$728K
|
|
|
Aug 14, 2023
Q2 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
5.3K+ 12.0% |
$429K - $436K
|
49.4K
$4.06M
|
|
|
Aug 14, 2023
Q2 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
5.29K+ 8.1% |
$428K - $436K
|
70.5K
$5.78M
|
|
|
Aug 11, 2023
Q2 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
5.15K+ 29.93% |
$418K - $425K
|
22.4K
$1.84M
|
|
|
Aug 22, 2023
Q2 2023
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
5.09KNew |
$412K - $419K
|
5.09K
$417K
|
|
|
Aug 07, 2023
Q2 2023
|
Biltmore Family Office, LLC
|
BUY
|
- |
5.02K+ 8.29% |
$407K - $414K
|
65.5K
$5.38M
|
|
|
Aug 02, 2023
Q2 2023
|
Forum Private Client Group LLC
|
BUY
|
- |
5K+ 38.8% |
$405K - $412K
|
17.9K
$1.47M
|
|
|
Jul 27, 2023
Q2 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
4.95K+ 0.97% |
$401K - $408K
|
516K
$42.3M
|
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
4.91KNew |
$398K - $405K
|
4.91K
$403K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
4.77K+ 2.78% |
$387K - $393K
|
176K
$14.5M
|
|
|
Jul 18, 2023
Q2 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
4.77K+ 2.8% |
$386K - $393K
|
175K
$14.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
4.74K+ 38.82% |
$384K - $391K
|
17K
$1.39M
|
|
|
Aug 07, 2023
Q2 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
4.7KNew |
$381K - $387K
|
4.7K
$385K
|
|
|
May 20, 2024
Q2 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
4.48K+ 29.76% |
$363K - $369K
|
19.5K
$1.6M
|
|
|
Jul 13, 2023
Q2 2023
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
4.48K+ 29.14% |
$363K - $369K
|
19.8K
$1.63M
|
|
|
Aug 03, 2023
Q2 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
4.46K+ 3.46% |
$362K - $368K
|
133K
$10.9M
|