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 |
---|---|---|---|---|---|---|---|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
4+ 0.61% |
$323 - $326
|
656
$53.8K
|
|
Nov 14, 2023
Q3 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
4+ 0.09% |
$323 - $326
|
4.62K
$379K
|
|
Nov 13, 2023
Q3 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
3+ 0.3% |
$242 - $244
|
1.01K
$83.1K
|
|
Nov 03, 2023
Q3 2023
|
Camden Capital, LLC
|
BUY
|
- |
3+ 0.11% |
$242 - $244
|
2.75K
$226K
|
|
Nov 09, 2023
Q3 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
3New |
$242 - $244
|
3
$246
|
|
Nov 13, 2023
Q3 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
2+ 0.54% |
$161 - $163
|
369
$30.3K
|
|
Oct 20, 2023
Q3 2023
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
2+ 0.01% |
$161 - $163
|
30.4K
$2.5M
|
|
Oct 20, 2023
Q3 2023
|
West Branch Capital LLC
|
BUY
|
- |
2+ 0.66% |
$161 - $163
|
307
$25.2K
|
|
Nov 09, 2023
Q3 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
2+ 0.76% |
$161 - $163
|
266
$21.8K
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2+ 0.68% |
$161 - $163
|
297
$24.4K
|
|
Nov 01, 2023
Q3 2023
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
1+ 0.03% |
$80.7 - $81.4
|
2.96K
$243K
|
|
Sep 25, 2024
Q3 2023
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
1+ 0.04% |
$80.7 - $81.4
|
2.75K
$226K
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
1+ 1.15% |
$80.7 - $81.4
|
88
$7.22K
|
|
Oct 25, 2023
Q3 2023
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1- 0.19% |
$80.7 - $81.4
|
532
$43.6K
|
|
Oct 12, 2023
Q3 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-3- 0.27% |
$242 - $244
|
1.13K
$92.5K
|
|
Oct 30, 2023
Q3 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-5- 0.09% |
$404 - $407
|
5.27K
$432K
|
|
May 24, 2024
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-7- 1.49% |
$565 - $570
|
463
$38K
|
|
Nov 06, 2023
Q3 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-8- 0.17% |
$646 - $651
|
4.57K
$375K
|
|
Nov 14, 2023
Q3 2023
|
Nelson Capital Management, LLC
|
SELL
|
- |
-8- 0.27% |
$646 - $651
|
2.95K
$242K
|
|
Oct 20, 2023
Q3 2023
|
Townsend Asset Management Corp
|
SELL
|
- |
-11- 50.0% |
$888 - $895
|
11
$902
|
|
Oct 12, 2023
Q3 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-13- 0.18% |
$1.05K - $1.06K
|
7.02K
$576K
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-15- 0.36% |
$1.21K - $1.22K
|
4.2K
$345K
|
|
Oct 31, 2023
Q3 2023
|
Triumph Capital Management
|
SELL
|
- |
-15- 0.43% |
$1.21K - $1.22K
|
3.5K
$287K
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-16- 3.6% |
$1.29K - $1.3K
|
429
$35.2K
|
|
Nov 01, 2023
Q3 2023
|
Mattern Wealth Management LLC
|
SELL
|
- |
-17- 0.14% |
$1.37K - $1.38K
|
12.1K
$992K
|
|
Oct 13, 2023
Q3 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-20- 0.2% |
$1.61K - $1.63K
|
10.1K
$824K
|
|
Nov 03, 2023
Q3 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-22- 0.54% |
$1.78K - $1.79K
|
4.04K
$332K
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-28- 0.59% |
$2.26K - $2.28K
|
4.75K
$390K
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-31- 7.49% |
$2.5K - $2.52K
|
383
$31.4K
|
|
Nov 08, 2023
Q3 2023
|
Idaho Trust Bank
Boise, ID |
SELL
|
- |
-39- 0.77% |
$3.15K - $3.17K
|
5.05K
$414K
|
|
Oct 30, 2023
Q3 2023
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-46- 0.18% |
$3.71K - $3.74K
|
26K
$2.13M
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-47- 0.29% |
$3.79K - $3.82K
|
16.1K
$1.32M
|
|
Nov 09, 2023
Q3 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-53- 0.7% |
$4.28K - $4.31K
|
7.51K
$616K
|
|
Oct 31, 2023
Q3 2023
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-53- 3.94% |
$4.28K - $4.31K
|
1.29K
$106K
|
|
Oct 19, 2023
Q3 2023
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-57- 1.89% |
$4.6K - $4.64K
|
2.97K
$243K
|
|
Oct 10, 2023
Q3 2023
|
First Hawaiian Bank
|
SELL
|
- |
-62- 0.58% |
$5K - $5.05K
|
10.7K
$878K
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-62- 0.85% |
$5K - $5.05K
|
7.26K
$595K
|
|
Nov 08, 2023
Q3 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-70- 26.82% |
$5.65K - $5.7K
|
191
$15.7K
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-70- 0.16% |
$5.65K - $5.7K
|
44.8K
$3.68M
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-74- 64.91% |
$5.97K - $6.02K
|
40
$3.28K
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-76- 0.96% |
$6.13K - $6.18K
|
7.88K
$646K
|
|
Nov 14, 2023
Q3 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-78- 0.98% |
$6.3K - $6.35K
|
7.91K
$649K
|
|
Oct 10, 2023
Q3 2023
|
Sinecera Capital, LLC
|
SELL
|
- |
-79- 1.0% |
$6.38K - $6.43K
|
7.8K
$639K
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-80- 0.71% |
$6.46K - $6.51K
|
11.3K
$924K
|
|
Oct 11, 2023
Q3 2023
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-91- 1.88% |
$7.34K - $7.41K
|
4.75K
$389K
|
|
Nov 03, 2023
Q3 2023
|
Meridian Management CO
|
SELL
|
- |
-98- 2.59% |
$7.91K - $7.98K
|
3.68K
$302K
|
|
Nov 14, 2023
Q3 2023
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-100- 1.99% |
$8.07K - $8.14K
|
4.91K
$403K
|
|
Oct 23, 2023
Q3 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-100- 11.17% |
$8.07K - $8.14K
|
795
$65.2K
|
|
Oct 03, 2023
Q3 2023
|
Appleton Partners Inc
|
SELL
|
- |
-106- 3.23% |
$8.56K - $8.63K
|
3.18K
$261K
|