Purchases and Sales Made in Q2 2023 in Ishares Barclays 1 3 Year Trea (SHY)

SHY Quotes by TradingView

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 08, 2023 Q2 2023
Family Firm, Inc.

BUY
 -
4.37K
+ 15.46%
$354K - $360K
32.6K $2.68M
Jul 13, 2023 Q2 2023
Perfromance Wealth Partners, LLC

BUY
 -
4.31K
+ 9.95%
$349K - $355K
47.6K $3.91M
Jul 19, 2023 Q2 2023
Brady Family Wealth, LLC

Saint Louis, MO
BUY
 -
4.27K
+ 14.46%
$346K - $351K
33.8K $2.77M
Jul 17, 2024 Q2 2023
Kelly Financial Services LLC

Braintree, MA
BUY
 -
4.2K
+ 4.8%
$340K - $346K
91.7K $7.52M
Jul 05, 2023 Q2 2023
Modus Advisors, LLC

BUY
 -
4.16K
+ 7.08%
$337K - $343K
62.9K $5.16M
Aug 15, 2023 Q2 2023
Atlas Capital Advisors LLC

San Francisco, CA
BUY
 -
4.08K
+ 2.91%
$331K - $336K
144K $11.8M
Jul 17, 2023 Q2 2023
Morris Retirement Advisors, LLC

Parsippany, NJ
BUY
 -
4.01K
+ 110.23%
$325K - $330K
7.64K $627K
Jul 17, 2023 Q2 2023
Patriot Financial Group Insurance Agency, LLC

BUY
 -
3.99K
New
$323K - $328K
3.99K $327K
Aug 08, 2023 Q2 2023
Mather Group, Llc.

Chicago, IL
BUY
 -
3.98K
New
$322K - $328K
3.98K $326K
Aug 09, 2023 Q2 2023
Camden National Bank

Camden, ME
BUY
 -
3.97K
+ 4.78%
$322K - $327K
87.1K $7.14M
Jul 11, 2023 Q2 2023
Mtc Wealth Management LLC

BUY
 -
3.78K
+ 3.6%
$307K - $312K
109K $8.93M
Aug 04, 2023 Q2 2023
Tru Wealth Advisors, LLC

BUY
 -
3.77K
+ 8.27%
$306K - $311K
49.4K $4.05M
Aug 04, 2023 Q2 2023
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
3.75K
+ 35.9%
$304K - $309K
14.2K $1.16M
Jul 26, 2023 Q2 2023
Midwest Heritage Bank, Fsb

BUY
 -
3.73K
+ 7.47%
$302K - $308K
53.7K $4.4M
Aug 11, 2023 Q2 2023
Trexquant Investment LP

Stamford, CT
BUY
 -
3.72K
+ 108.62%
$301K - $306K
7.14K $585K
Mar 13, 2024 Q2 2023
Moneco Advisors, LLC

Fairfield, CT
BUY
 -
3.69K
+ 82.83%
$299K - $304K
8.15K $668K
Jul 31, 2023 Q2 2023
Klaas Financial Asset Advisors, LLC

Loves Park, IL
BUY
 -
3.68K
+ 2.04%
$298K - $303K
184K $15.1M
Jul 24, 2023 Q2 2023
Bank Julius Baer & Co. Ltd, Zurich

BUY
 -
3.67K
New
$298K - $303K
3.67K $301K
Aug 04, 2023 Q2 2023
Sandy Spring Bank

BUY
 -
3.66K
+ 403.08%
$297K - $302K
4.57K $375K
Apr 24, 2024 Q2 2023
Bulltick Wealth Management, LLC

Miami, FL
BUY
 -
3.57K
+ 37.34%
$289K - $294K
13.1K $1.08M
Aug 07, 2023 Q2 2023
Rede Wealth, LLC

BUY
 -
3.54K
New
$287K - $292K
3.54K $291K
Aug 08, 2023 Q2 2023
White Pine Capital LLC

Golden Valley, MN
BUY
 -
3.48K
+ 36.64%
$282K - $287K
13K $1.06M
Aug 28, 2023 Q2 2023
Dt Investment Partners, LLC

BUY
 -
3.37K
+ 2.97%
$273K - $278K
117K $9.57M
Jul 11, 2023 Q2 2023
Juncture Wealth Strategies, LLC

BUY
 -
3.32K
New
$269K - $274K
3.32K $273K
Jul 07, 2023 Q2 2023
High Net Worth Advisory Group LLC

Naples, FL
BUY
 -
3.29K
New
$267K - $271K
3.29K $270K
Aug 14, 2023 Q2 2023
One Capital Management, LLC

Westlake Village, CA
BUY
 -
3.28K
+ 30.98%
$266K - $270K
13.9K $1.14M
Aug 02, 2023 Q2 2023
Archford Capital Strategies, LLC

BUY
 -
3.28K
+ 3.53%
$266K - $270K
96.1K $7.89M
Jul 12, 2023 Q2 2023
Keel Point, LLC

Huntsville, AL
BUY
 -
3.27K
+ 5.49%
$265K - $269K
62.8K $5.15M
Jul 25, 2023 Q2 2023
Connecticut Wealth Management, LLC

BUY
 -
3.25K
+ 95.68%
$264K - $268K
6.65K $546K
Jul 22, 2024 Q2 2023
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
3.19K
+ 3.2%
$259K - $263K
103K $8.45M
Aug 14, 2023 Q2 2023
Cynosure Management, LLC

Salt Lake City, UT
BUY
 -
3.19K
New
$259K - $263K
3.19K $262K
Jul 18, 2023 Q2 2023
Strategic Equity Management

BUY
 -
3.16K
+ 1.35%
$256K - $260K
237K $19.4M
Aug 10, 2023 Q2 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
3.1K
+ 19.31%
$251K - $256K
19.2K $1.57M
Aug 02, 2023 Q2 2023
Oppenheimer & CO Inc

New York, NY
BUY
 -
3.08K
+ 2.06%
$250K - $254K
153K $12.5M
Aug 02, 2023 Q2 2023
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
3.04K
+ 38.39%
$246K - $250K
10.9K $898K
Aug 07, 2023 Q2 2023
Slate Stone Wealth, LLC

BUY
 -
3K
New
$243K - $247K
3K $246K
Aug 03, 2023 Q2 2023
Samalin Investment Counsel, LLC

Chappaqua, NY
BUY
 -
2.97K
+ 15.37%
$240K - $245K
22.3K $1.83M
Jul 28, 2023 Q2 2023
Three Bridge Wealth Advisors, LLC

Portola Valley, CA
BUY
 -
2.95K
New
$239K - $243K
2.95K $242K
Jul 12, 2023 Q2 2023
Howard Financial Services, Ltd.

BUY
 -
2.93K
+ 46.8%
$237K - $241K
9.18K $753K
Aug 14, 2023 Q2 2023
Voya Financial Advisors, Inc.

Windsor, CT
BUY
 -
2.89K
+ 11.71%
$234K - $238K
27.6K $2.26M
Jul 31, 2023 Q2 2023
Montis Financial, LLC

BUY
 -
2.86K
New
$232K - $236K
2.86K $235K
Jul 26, 2023 Q2 2023
Joel Isaacson & Co., LLC

BUY
 -
2.78K
New
$225K - $229K
2.78K $228K
Jul 11, 2023 Q2 2023
Edge Rock Capital LLC

BUY
 -
2.77K
New
$225K - $228K
2.77K $227K
Aug 09, 2023 Q2 2023
Camden Capital, LLC

BUY
 -
2.75K
New
$223K - $227K
2.75K $226K
Jul 19, 2023 Q2 2023
Caldwell Sutter Capital, Inc.

Sausalito, CA
BUY
 -
2.74K
+ 339.6%
$222K - $226K
3.55K $291K
Aug 14, 2023 Q2 2023
Crabel Capital Management, LLC

Milwaukee, WI
BUY
 -
2.74K
+ 24.06%
$222K - $226K
14.1K $1.16M
Aug 17, 2023 Q2 2023
Vicus Capital

State College, PA
BUY
 -
2.73K
+ 22.53%
$222K - $225K
14.9K $1.22M
Aug 14, 2023 Q2 2023
Rosenblum Silverman Sutton S F Inc

San Francisco, CA
BUY
 -
2.73K
New
$221K - $225K
2.73K $224K
Aug 10, 2023 Q2 2023
Sbb Research Group LLC

BUY
 -
2.73K
New
$221K - $225K
2.73K $224K

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