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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2024
Q2 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
59+ 1.53% |
$4.78K - $4.86K
|
3.91K
$320K
|
|
|
Aug 30, 2023
Q2 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
58+ 0.62% |
$4.7K - $4.78K
|
9.39K
$771K
|
|
|
Aug 01, 2023
Q2 2023
|
Empirical Asset Management, LLC
|
BUY
|
- |
58+ 0.5% |
$4.7K - $4.78K
|
11.7K
$961K
|
|
|
Aug 07, 2023
Q2 2023
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
54+ 0.35% |
$4.38K - $4.45K
|
15.5K
$1.27M
|
|
|
Aug 14, 2023
Q2 2023
|
Apexium Financial, LP
|
BUY
|
- |
54+ 0.22% |
$4.38K - $4.45K
|
25K
$2.05M
|
|
|
Jul 26, 2023
Q2 2023
|
Cadinha & CO LLC
|
BUY
|
- |
50+ 0.87% |
$4.05K - $4.12K
|
5.81K
$477K
|
|
|
Aug 02, 2023
Q2 2023
|
Gw Henssler & Associates LTD
|
BUY
|
- |
50+ 1.3% |
$4.05K - $4.12K
|
3.9K
$320K
|
|
|
Aug 14, 2023
Q2 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
46+ 0.69% |
$3.73K - $3.79K
|
6.76K
$555K
|
|
|
Nov 27, 2023
Q2 2023
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
45+ 7.26% |
$3.65K - $3.71K
|
665
$54.5K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
44New |
$3.57K - $3.63K
|
44
$3.61K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
43+ 5.52% |
$3.49K - $3.54K
|
822
$67.4K
|
|
|
Jul 13, 2023
Q2 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
42+ 0.64% |
$3.4K - $3.46K
|
6.66K
$546K
|
|
|
Aug 03, 2023
Q2 2023
|
Optimum Investment Advisors
|
BUY
|
- |
41+ 0.52% |
$3.32K - $3.38K
|
7.9K
$648K
|
|
|
Aug 14, 2023
Q2 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
39+ 0.31% |
$3.16K - $3.21K
|
12.6K
$1.04M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
39+ 6.15% |
$3.16K - $3.21K
|
673
$55.2K
|
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
38+ 22.22% |
$3.08K - $3.13K
|
209
$17.1K
|
|
|
Jul 17, 2023
Q2 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
38+ 0.62% |
$3.08K - $3.13K
|
6.12K
$502K
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
37+ 0.11% |
$3K - $3.05K
|
34.7K
$2.85M
|
|
|
Aug 14, 2023
Q2 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
34+ 0.68% |
$2.76K - $2.8K
|
5.01K
$411K
|
|
|
Aug 01, 2023
Q2 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
32+ 0.38% |
$2.59K - $2.64K
|
8.45K
$693K
|
|
|
Jul 03, 2023
Q2 2023
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
30+ 0.43% |
$2.43K - $2.47K
|
7.03K
$577K
|
|
|
Aug 14, 2023
Q2 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
27+ 0.37% |
$2.19K - $2.23K
|
7.24K
$594K
|
|
|
Jul 19, 2023
Q2 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
27+ 0.63% |
$2.19K - $2.23K
|
4.3K
$352K
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
BUY
|
- |
27+ 1.14% |
$2.19K - $2.23K
|
2.4K
$197K
|
|
|
Jul 20, 2023
Q2 2023
|
Round Rock Advisors, LLC
|
BUY
|
- |
24+ 0.7% |
$1.95K - $1.98K
|
3.45K
$283K
|
|
|
Jul 31, 2023
Q2 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
24+ 0.83% |
$1.95K - $1.98K
|
2.9K
$238K
|
|
|
Dec 18, 2023
Q2 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
22+ 0.06% |
$1.78K - $1.81K
|
39.8K
$3.26M
|
|
|
Aug 01, 2023
Q2 2023
|
First National Trust CO
|
BUY
|
- |
20+ 0.17% |
$1.62K - $1.65K
|
12K
$982K
|
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
20+ 0.12% |
$1.62K - $1.65K
|
17.4K
$1.42M
|
|
|
Jul 24, 2023
Q2 2023
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
20+ 0.33% |
$1.62K - $1.65K
|
6.01K
$493K
|
|
|
Aug 14, 2023
Q2 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
18+ 0.3% |
$1.46K - $1.48K
|
6.07K
$498K
|
|
|
Jul 17, 2023
Q2 2023
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
18+ 0.23% |
$1.46K - $1.48K
|
7.94K
$651K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
17+ 0.26% |
$1.38K - $1.4K
|
6.63K
$544K
|
|
|
Jul 27, 2023
Q2 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
17+ 0.32% |
$1.38K - $1.4K
|
5.28K
$433K
|
|
|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
15+ 0.59% |
$1.22K - $1.24K
|
2.54K
$209K
|
|
|
Aug 08, 2023
Q2 2023
|
Liquid Strategies, LLC
Atlanta, GA |
BUY
|
- |
14New |
$1.13K - $1.15K
|
14
$1.15K
|
|
|
Aug 03, 2023
Q2 2023
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
14+ 0.05% |
$1.13K - $1.15K
|
30.4K
$2.5M
|
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
13+ 0.7% |
$1.05K - $1.07K
|
1.88K
$154K
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
11+ 0.1% |
$892 - $907
|
11.3K
$931K
|
|
|
Aug 09, 2023
Q2 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
10+ 0.11% |
$811 - $824
|
9.02K
$740K
|
|
|
Jul 24, 2023
Q2 2023
|
Seelaus Asset Management LLC
|
BUY
|
- |
10+ 0.13% |
$811 - $824
|
7.58K
$622K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
9+ 1.72% |
$729 - $742
|
533
$43.7K
|
|
|
Jul 27, 2023
Q2 2023
|
Act Advisors, Llc.
|
BUY
|
- |
8+ 0.18% |
$648 - $659
|
4.35K
$357K
|
|
|
Aug 08, 2023
Q2 2023
|
Unconventional Investor, LLC
|
BUY
|
- |
6+ 0.16% |
$486 - $494
|
3.8K
$312K
|
|
|
Jul 20, 2023
Q2 2023
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
5+ 0.06% |
$405 - $412
|
8.31K
$681K
|
|
|
Jul 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
5+ 0.03% |
$405 - $412
|
18.2K
$1.49M
|
|
|
Jul 10, 2023
Q2 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
4+ 0.07% |
$324 - $330
|
5.37K
$441K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
3+ 0.64% |
$243 - $247
|
475
$39K
|
|
|
Aug 04, 2023
Q2 2023
|
West Branch Capital LLC
|
BUY
|
- |
3+ 0.99% |
$243 - $247
|
305
$25K
|
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
3+ 0.3% |
$243 - $247
|
1.01K
$82.9K
|