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 14, 2023 Q2 2023
Advisory Research Inc

Chicago, IL
BUY
 -
2.65K
New
$214K - $218K
2.65K $217K
Aug 10, 2023 Q2 2023
Lowe Brockenbrough & CO Inc

BUY
 -
2.64K
New
$214K - $218K
2.64K $217K
Jul 11, 2023 Q2 2023
Eisner Amper Wealth Management Corporate Benefits, LLC

Iselin, NJ
BUY
 -
2.62K
New
$212K - $216K
2.62K $215K
Aug 11, 2023 Q2 2023
Core Wealth Partners LLC

Santa Rosa, CA
BUY
 -
2.56K
New
$207K - $211K
2.56K $210K
Jul 25, 2023 Q2 2023
Concorde Asset Management, LLC

BUY
 -
2.53K
New
$205K - $209K
2.53K $208K
Aug 03, 2023 Q2 2023
Maltin Wealth Management, Inc.

BUY
 -
2.49K
New
$202K - $205K
2.49K $204K
Jul 14, 2023 Q2 2023
Cornerstone Wealth Management, LLC

BUY
 -
2.47K
New
$200K - $204K
2.47K $203K
Aug 11, 2023 Q2 2023
Truadvice, LLC

Sarasota, FL
BUY
 -
2.47K
+ 22.59%
$200K - $203K
13.4K $1.1M
Jul 11, 2023 Q2 2023
Biltmore Wealth Management, LLC

BUY
 -
2.39K
+ 1.99%
$194K - $197K
123K $10.1M
Jul 10, 2023 Q2 2023
Level Four Advisory Services, LLC

Dallas, TX
BUY
 -
2.37K
+ 26.11%
$192K - $196K
11.5K $940K
Aug 14, 2023 Q2 2023
Union Savings Bank

Litchfield, CT
BUY
 -
2.27K
New
$184K - $187K
2.27K $186K
Jul 19, 2023 Q2 2023
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
2.25K
+ 2.17%
$183K - $186K
106K $8.71M
Aug 14, 2023 Q2 2023
Wealthsource Partners, LLC

BUY
 -
2.2K
+ 32.12%
$178K - $181K
9.05K $742K
Jul 10, 2023 Q2 2023
Mechanics Bank Trust Department

BUY
 -
2.11K
+ 42.1%
$171K - $174K
7.13K $585K
Aug 11, 2023 Q2 2023
Guggenheim Capital LLC

Chicago, IL
BUY
 -
2.1K
+ 1.7%
$170K - $173K
126K $10.3M
Jul 21, 2023 Q2 2023
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors

Westlake, OH
BUY
 -
2.09K
+ 10.61%
$169K - $172K
21.8K $1.79M
Jul 25, 2023 Q2 2023
Independent Family Office, LLC

BUY
 -
2.05K
+ 6.48%
$166K - $169K
33.7K $2.76M
Jul 24, 2023 Q2 2023
Provence Wealth Management Group

BUY
 -
2.03K
+ 30.53%
$165K - $168K
8.7K $713K
Jul 31, 2023 Q2 2023
Wolf Group Capital Advisors

BUY
 -
2.03K
+ 2.87%
$165K - $168K
73K $5.98M
Jul 31, 2023 Q2 2023
Mutual Advisors, LLC

Casper, WY
BUY
 -
2.01K
+ 2.04%
$163K - $166K
101K $8.27M
Aug 10, 2023 Q2 2023
Great Valley Advisor Group, Inc.

BUY
 -
2K
+ 8.24%
$162K - $164K
26.2K $2.15M
Jul 31, 2023 Q2 2023
Blue Fin Capital, Inc.

BUY
 -
1.96K
+ 9.75%
$159K - $162K
22.1K $1.81M
Aug 09, 2023 Q2 2023
Quadrant Capital Group LLC

Cincinnati, OH
BUY
 -
1.93K
+ 2.04%
$157K - $159K
96.5K $7.92M
Aug 02, 2023 Q2 2023
Catalyst Financial Partners LLC

Boston, MA
BUY
 -
1.88K
+ 65.85%
$152K - $155K
4.74K $388K
Aug 24, 2023 Q2 2023
Alamar Capital Management, LLC

BUY
 -
1.88K
+ 14.88%
$152K - $155K
14.5K $1.19M
Jul 13, 2023 Q2 2023
Traverso Chambers Private Wealth Management, LLC

BUY
 -
1.83K
+ 0.81%
$148K - $151K
226K $18.6M
Jul 28, 2023 Q2 2023
Detalus Advisors, LLC

BUY
 -
1.82K
+ 11.01%
$148K - $150K
18.3K $1.5M
Aug 03, 2023 Q2 2023
Rooted Wealth Advisors, Inc.

Bourbonnais, IL
BUY
 -
1.78K
+ 15.08%
$144K - $147K
13.6K $1.11M
Aug 07, 2023 Q2 2023
Live Oak Private Wealth LLC

BUY
 -
1.77K
+ 63.57%
$143K - $146K
4.54K $373K
Aug 11, 2023 Q2 2023
1832 Asset Management L.P.

Toronto, A6
BUY
 -
1.76K
+ 1.78%
$143K - $145K
101K $8.27M
Aug 14, 2023 Q2 2023
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
1.76K
+ 6.51%
$143K - $145K
28.8K $2.36M
Jul 26, 2023 Q2 2023
Patten Group, Inc.

BUY
 -
1.73K
+ 15.88%
$140K - $142K
12.6K $1.03M
Aug 10, 2023 Q2 2023
Legacy Capital Group California, Inc.

Los Gatos, CA
BUY
 -
1.64K
+ 55.73%
$133K - $135K
4.58K $375K
Aug 09, 2023 Q2 2023
Alesco Advisors LLC

Pittsford, NY
BUY
 -
1.64K
+ 15.32%
$133K - $135K
12.3K $1.01M
Jul 12, 2023 Q2 2023
Tompkins Financial Corp

BUY
 -
1.62K
+ 9.52%
$132K - $134K
18.7K $1.53M
Aug 11, 2023 Q2 2023
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
1.6K
+ 252.69%
$129K - $132K
2.23K $183K
Aug 10, 2023 Q2 2023
Liberty Wealth Management LLC

Oakland, CA
BUY
 -
1.59K
+ 5.73%
$129K - $131K
29.3K $2.4M
Jul 21, 2023 Q2 2023
Graybill Bartz & Assoc LTD

BUY
 -
1.57K
+ 1.7%
$127K - $130K
93.9K $7.7M
Aug 01, 2023 Q2 2023
Ifrah Financial Services, Inc.

BUY
 -
1.55K
+ 1.27%
$126K - $128K
124K $10.2M
Jul 18, 2023 Q2 2023
Allworth Financial LP

BUY
 -
1.54K
+ 41.12%
$125K - $127K
5.3K $434K
Aug 29, 2023 Q2 2023
Efg Asset Management (Americas) Corp.

BUY
 -
1.54K
+ 7.16%
$125K - $127K
23K $1.89M
Aug 07, 2023 Q2 2023
Safeguard Financial, LLC

BUY
 -
1.52K
New
$123K - $125K
1.52K $125K
Jul 06, 2023 Q2 2023
Spence Asset Management

BUY
 -
1.48K
+ 58.35%
$120K - $122K
4K $328K
Jul 14, 2023 Q2 2023
Advisor Net Financial, Inc

BUY
 -
1.43K
+ 18.83%
$116K - $118K
9.02K $740K
Jul 14, 2023 Q2 2023
4 J Wealth Management LLC

BUY
 -
1.42K
+ 3.91%
$115K - $117K
37.8K $3.1M
Aug 07, 2023 Q2 2023
Tfc Financial Management

BUY
 -
1.4K
New
$113K - $115K
1.4K $115K
Aug 11, 2023 Q2 2023
Private Advisory Group LLC

Redmond, WA
BUY
 -
1.3K
+ 6.38%
$105K - $107K
21.7K $1.78M
Aug 09, 2023 Q2 2023
Alpha Core Capital LLC

La Jolla, CA
BUY
 -
1.29K
+ 13.32%
$105K - $106K
11K $901K
Jul 17, 2023 Q2 2023
Investment Advisory Group, LLC

BUY
 -
1.28K
+ 6.79%
$104K - $105K
20.1K $1.65M

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