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 07, 2023 Q2 2023
Element Wealth, LLC

BUY
 -
1.21K
+ 8.1%
$98.3K - $100K
16.2K $1.33M
Aug 07, 2023 Q2 2023
Boston Financial Mangement LLC

Boston, MA
BUY
 -
1.16K
+ 1.45%
$93.9K - $95.4K
80.9K $6.63M
Jul 12, 2023 Q2 2023
Platform Technology Partners

BUY
 -
1.16K
+ 2.18%
$93.6K - $95.2K
54K $4.43M
Jul 31, 2023 Q2 2023
Cambiar Investors LLC

BUY
 -
1.14K
+ 1.49%
$92.5K - $94K
77.5K $6.36M
Jul 11, 2023 Q2 2023
Beacon Wealthcare LLC

Raleigh, NC
BUY
 -
1.14K
+ 6.23%
$92.3K - $93.9K
19.4K $1.59M
Aug 03, 2023 Q2 2023
Northwest Capital Management Inc

BUY
 -
1.12K
+ 9.0%
$90.9K - $92.4K
13.6K $1.11M
Aug 04, 2023 Q2 2023
Adviser Investments LLC

BUY
 -
1.08K
+ 29.71%
$87.9K - $89.3K
4.73K $388K
Jul 19, 2023 Q2 2023
Ballast, Inc.

BUY
 -
1.08K
+ 0.64%
$87.2K - $88.7K
168K $13.8M
Jul 07, 2023 Q2 2023
Cooper Financial Group

BUY
 -
1.07K
+ 6.91%
$87K - $88.5K
16.6K $1.36M
Jul 25, 2023 Q2 2023
United Asset Strategies, Inc.

Garden City, NY
BUY
 -
1.06K
+ 9.03%
$85.5K - $86.9K
12.7K $1.04M
Aug 10, 2023 Q2 2023
Sax Wealth Advisors, LLC

Parsippany, NJ
BUY
 -
990
+ 20.75%
$80.2K - $81.6K
5.76K $473K
Jul 05, 2023 Q2 2023
Hbw Advisory Services LLC

BUY
 -
980
+ 18.38%
$79.4K - $80.8K
6.31K $518K
Aug 04, 2023 Q2 2023
Smith, Salley & Associates

BUY
 -
976
+ 4.32%
$79.1K - $80.4K
23.6K $1.93M
Aug 07, 2023 Q2 2023
Lfa Lugano Financial Advisors Sa

BUY
 -
975
+ 2.21%
$79K - $80.3K
45.2K $3.7M
Aug 14, 2023 Q2 2023
Swmg, LLC

Fort Worth, TX
BUY
 -
971
+ 6.23%
$78.7K - $80K
16.6K $1.36M
Aug 02, 2023 Q2 2023
Values First Advisors, Inc.

BUY
 -
970
+ 5.0%
$78.6K - $79.9K
20.4K $1.67M
Jul 27, 2023 Q2 2023
Sig Fig Wealth Management, LLC

San Francisco, CA
BUY
 -
958
+ 1.83%
$77.6K - $78.9K
53.5K $4.38M
Dec 01, 2023 Q2 2023
Dimension Capital Management LLC

Coral Gables, FL
BUY
 -
923
+ 1.03%
$74.8K - $76.1K
90.5K $7.42M
Aug 04, 2023 Q2 2023
Syverson Strege & CO

West Des Moines, IA
BUY
 -
902
+ 17.13%
$73.1K - $74.3K
6.17K $506K
Sep 07, 2023 Q2 2023
St Germain D J CO Inc

Springfield, MA
BUY
 -
895
New
$72.5K - $73.8K
895 $73.4K
Jul 13, 2023 Q2 2023
Aries Wealth Management

BUY
 -
850
+ 11.01%
$68.9K - $70K
8.57K $703K
Jul 25, 2023 Q2 2023
Umb Bank, N.A.

BUY
 -
817
+ 2.71%
$66.2K - $67.3K
31K $2.54M
Aug 01, 2023 Q2 2023
Spreng Capital Management, Inc.

BUY
 -
808
+ 5.26%
$65.5K - $66.6K
16.2K $1.33M
Jul 21, 2023 Q2 2023
Mba Advisors LLC

Hermitage, PA
BUY
 -
798
+ 1.33%
$64.7K - $65.8K
60.7K $4.98M
Jul 17, 2023 Q2 2023
Pettinga Financial Advisors, LLC

BUY
 -
768
+ 3.75%
$62.2K - $63.3K
21.3K $1.74M
Aug 11, 2023 Q2 2023
Neuberger Berman Group LLC

New York, NY
BUY
 -
728
+ 10.03%
$59K - $60K
7.99K $655K
Jul 25, 2023 Q2 2023
Onyx Bridge Wealth Group LLC

BUY
 -
712
+ 11.63%
$57.7K - $58.7K
6.83K $560K
Jul 20, 2023 Q2 2023
Aj Wealth Strategies, LLC

BUY
 -
705
+ 15.25%
$57.1K - $58.1K
5.33K $437K
Aug 08, 2023 Q2 2023
Guerra Pan Advisors, LLC

Montclair, NJ
BUY
 -
694
+ 5.79%
$56.2K - $57.2K
12.7K $1.04M
Aug 04, 2023 Q2 2023
Savant Capital, LLC

BUY
 -
675
+ 12.82%
$54.7K - $55.6K
5.94K $487K
Jul 24, 2023 Q2 2023
Meitav Dash Investments LTD

BUY
 -
633
+ 2.56%
$51.3K - $52.2K
25.3K $2.08M
Jul 24, 2023 Q2 2023
Nbt Bank N A

BUY
 -
600
+ 2.96%
$48.6K - $49.4K
20.9K $1.71M
Aug 04, 2023 Q2 2023
Legacy Wealth Asset Management, LLC

BUY
 -
565
+ 3.13%
$45.8K - $46.6K
18.6K $1.53M
Aug 11, 2023 Q2 2023
Argent Trust CO

Nashville, TN
BUY
 -
565
+ 14.97%
$45.8K - $46.6K
4.34K $356K
Jul 13, 2023 Q2 2023
Bay Rivers Group

BUY
 -
564
+ 1.6%
$45.7K - $46.5K
35.9K $2.95M
Jul 20, 2023 Q2 2023
Starfox Financial Services, LLC

The Woodlands, TX
BUY
 -
555
+ 0.42%
$45K - $45.7K
132K $10.9M
Aug 09, 2023 Q2 2023
Eagle Asset Management Inc

St Petersburg, FL
BUY
 -
538
+ 4.43%
$43.6K - $44.3K
12.7K $1.04M
Jul 17, 2023 Q2 2023
Stephens Group Asset Management, LLC

BUY
 -
500
+ 13.6%
$40.5K - $41.2K
4.18K $343K
Sep 12, 2023 Q2 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
465
+ 19.81%
$37.7K - $38.3K
2.81K $231K
May 13, 2024 Q2 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
465
+ 19.81%
$37.7K - $38.3K
2.81K $231K
Aug 01, 2023 Q2 2023
Perennial Advisors, LLC

New York, NY
BUY
 -
453
+ 2.86%
$36.7K - $37.3K
16.3K $1.34M
Aug 02, 2023 Q2 2023
Eagle Strategies LLC

New York, NY
BUY
 -
445
+ 7.59%
$36.1K - $36.7K
6.31K $518K
Aug 08, 2023 Q2 2023
Tria Gen Wealth Management LLC

BUY
 -
427
+ 1.67%
$34.6K - $35.2K
26K $2.13M
Aug 11, 2023 Q2 2023
Wescott Financial Advisory Group, LLC

BUY
 -
427
+ 1.44%
$34.6K - $35.2K
30K $2.46M
Aug 14, 2023 Q2 2023
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
425
+ 1.76%
$34.4K - $35K
24.6K $2.02M
Aug 10, 2023 Q2 2023
Probity Advisors, Inc.

Dallas, TX
BUY
 -
425
+ 0.75%
$34.4K - $35K
57.3K $4.7M
Jul 18, 2023 Q2 2023
Lake Street Financial LLC

BUY
 -
413
+ 6.73%
$33.5K - $34K
6.55K $537K
Jul 13, 2023 Q2 2023
Consilio Wealth Advisors, LLC

BUY
 -
412
+ 2.39%
$33.4K - $34K
17.6K $1.45M
Sep 01, 2023 Q2 2023
Delos Wealth Advisors, LLC

Dallas, TX
BUY
 -
375
+ 1.32%
$30.4K - $30.9K
28.9K $2.37M

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