Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2023
Q3 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
7.2M+ 2667.67% |
$581M - $586M
|
7.47M
$613M
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
6.75M+ 601.3% |
$545M - $549M
|
7.87M
$646M
|
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
3.21M+ 28.47% |
$259M - $262M
|
14.5M
$1.19B
|
|
|
Nov 13, 2023
Q3 2023
|
Gfg Capital, LLC
|
BUY
|
- |
2.02MNew |
$163M - $164M
|
2.02M
$166M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.19M+ 67.56% |
$95.7M - $96.5M
|
2.94M
$241M
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.09M+ 177.44% |
$88.1M - $88.8M
|
1.71M
$140M
|
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
940K+ 20.46% |
$75.8M - $76.5M
|
5.53M
$454M
|
|
|
Nov 03, 2023
Q3 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
644KNew |
$52M - $52.4M
|
644K
$52.8M
|
|
|
Oct 24, 2023
Q3 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
524KNew |
$42.3M - $42.7M
|
524K
$43M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
483K+ 21.52% |
$39M - $39.3M
|
2.73M
$224M
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
422K+ 1668.44% |
$34M - $34.3M
|
447K
$36.7M
|
|
|
Oct 27, 2023
Q3 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
398KNew |
$32.1M - $32.4M
|
398K
$32.6M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
362K+ 450.3% |
$29.2M - $29.5M
|
443K
$36.3M
|
|
|
Nov 13, 2023
Q3 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
361KNew |
$29.1M - $29.4M
|
361K
$29.6M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
314KNew |
$25.4M - $25.6M
|
314K
$25.8M
|
|
|
Oct 10, 2023
Q3 2023
|
Gen Trust, LLC
|
BUY
|
- |
269KNew |
$21.7M - $21.9M
|
269K
$22.1M
|
|
|
Oct 27, 2023
Q3 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
252KNew |
$20.3M - $20.5M
|
252K
$20.7M
|
|
|
Oct 18, 2023
Q3 2023
|
Clarity Financial LLC
|
BUY
|
- |
247K+ 37.19% |
$19.9M - $20.1M
|
911K
$74.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
228KNew |
$18.4M - $18.6M
|
228K
$18.7M
|
|
|
Oct 23, 2023
Q3 2023
|
Innova Wealth Partners
|
BUY
|
- |
217K+ 254.05% |
$17.5M - $17.7M
|
302K
$24.8M
|
|
|
Oct 20, 2023
Q3 2023
|
Atwood & Palmer Inc
|
BUY
|
- |
214K+ 102.18% |
$17.3M - $17.4M
|
423K
$34.7M
|
|
|
Apr 22, 2024
Q3 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
181K+ 4638.52% |
$14.6M - $14.7M
|
185K
$15.2M
|
|
|
Oct 25, 2023
Q3 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
181K+ 4638.52% |
$14.6M - $14.7M
|
185K
$15.2M
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
177K+ 2.96% |
$14.3M - $14.4M
|
6.17M
$506M
|
|
|
Nov 13, 2023
Q3 2023
|
Gen Wealth Group, Inc.
|
BUY
|
- |
171KNew |
$13.8M - $13.9M
|
171K
$14M
|
|
|
Nov 09, 2023
Q3 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
169KNew |
$13.7M - $13.8M
|
169K
$13.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
150KNew |
$12.1M - $12.2M
|
150K
$12.3M
|
|
|
Oct 11, 2023
Q3 2023
|
Atlas Financial Advisors, Inc.
|
BUY
|
- |
149K+ 92.94% |
$12M - $12.1M
|
309K
$25.4M
|
|
|
Oct 30, 2023
Q3 2023
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
140KNew |
$11.3M - $11.4M
|
140K
$11.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
140KNew |
$11.3M - $11.4M
|
140K
$11.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
140K+ 14.29% |
$11.3M - $11.4M
|
1.12M
$91.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
136K+ 1.5% |
$11M - $11.1M
|
9.24M
$758M
|
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
134KNew |
$10.8M - $10.9M
|
134K
$11M
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
129K+ 33.1% |
$10.4M - $10.5M
|
518K
$42.5M
|
|
|
Jan 12, 2024
Q3 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
123K+ 308.24% |
$9.9M - $9.98M
|
162K
$13.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
120K+ 96.98% |
$9.72M - $9.8M
|
245K
$20.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
118K+ 281.58% |
$9.5M - $9.58M
|
160K
$13.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
117K+ 735.17% |
$9.46M - $9.54M
|
133K
$10.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
117K+ 70.41% |
$9.45M - $9.53M
|
283K
$23.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
116K+ 838.67% |
$9.36M - $9.44M
|
130K
$10.6M
|
|
|
Oct 25, 2023
Q3 2023
|
Rovin Capital
|
BUY
|
- |
115K+ 290.09% |
$9.29M - $9.37M
|
155K
$12.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
114KNew |
$9.18M - $9.25M
|
114K
$9.33M
|
|
|
Nov 13, 2023
Q3 2023
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
111KNew |
$8.98M - $9.05M
|
111K
$9.13M
|
|
|
Oct 18, 2023
Q3 2023
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
106KNew |
$8.59M - $8.67M
|
106K
$8.73M
|
|
|
Oct 16, 2023
Q3 2023
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
106K+ 339.78% |
$8.54M - $8.61M
|
137K
$11.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
104KNew |
$8.39M - $8.46M
|
104K
$8.52M
|
|
|
Nov 14, 2023
Q3 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
97.7K+ 315.75% |
$7.89M - $7.95M
|
129K
$10.6M
|
|
|
Oct 13, 2023
Q3 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
94.7K+ 87.45% |
$7.64M - $7.7M
|
203K
$16.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
87.7K+ 25.38% |
$7.08M - $7.14M
|
433K
$35.6M
|
|
|
Oct 27, 2023
Q3 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
76.8KNew |
$6.2M - $6.25M
|
76.8K
$6.3M
|