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 14, 2023
Q3 2023
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-108- 0.27% |
$8.72K - $8.79K
|
39.7K
$3.26M
|
|
|
Nov 13, 2023
Q3 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-110- 42.47% |
$8.88K - $8.95K
|
149
$12.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-113- 10.16% |
$9.12K - $9.2K
|
999
$81.9K
|
|
|
Nov 01, 2023
Q3 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-115- 1.75% |
$9.28K - $9.36K
|
6.44K
$528K
|
|
|
Oct 16, 2023
Q3 2023
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-116- 1.35% |
$9.36K - $9.44K
|
8.5K
$697K
|
|
|
Nov 01, 2023
Q3 2023
|
Allen Capital Group, LLC
|
SELL
|
- |
-120- 4.23% |
$9.69K - $9.77K
|
2.72K
$223K
|
|
|
Oct 30, 2023
Q3 2023
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-124- 7.89% |
$10K - $10.1K
|
1.45K
$119K
|
|
|
Oct 10, 2023
Q3 2023
|
Savior LLC
|
SELL
|
- |
-133- 2.17% |
$10.7K - $10.8K
|
5.99K
$491K
|
|
|
Nov 03, 2023
Q3 2023
|
Graybill Bartz & Assoc LTD
|
SELL
|
- |
-139- 0.15% |
$11.2K - $11.3K
|
93.7K
$7.69M
|
|
|
Oct 17, 2023
Q3 2023
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-155- 1.37% |
$12.5K - $12.6K
|
11.2K
$917K
|
|
|
Oct 24, 2023
Q3 2023
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-160- 4.1% |
$12.9K - $13K
|
3.74K
$307K
|
|
|
Nov 07, 2023
Q3 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-164- 6.22% |
$13.2K - $13.3K
|
2.47K
$203K
|
|
|
Nov 07, 2023
Q3 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-165- 2.86% |
$13.3K - $13.4K
|
5.6K
$459K
|
|
|
Nov 14, 2023
Q3 2023
|
Kingfisher Capital LLC
|
SELL
|
- |
-165- 2.44% |
$13.3K - $13.4K
|
6.6K
$541K
|
|
|
Jan 02, 2024
Q3 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-165- 3.0% |
$13.3K - $13.4K
|
5.33K
$437K
|
|
|
Oct 26, 2023
Q3 2023
|
Rockland Trust CO
|
SELL
|
- |
-165- 1.45% |
$13.3K - $13.4K
|
11.2K
$920K
|
|
|
Nov 14, 2023
Q3 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-170- 0.34% |
$13.7K - $13.8K
|
50.5K
$4.14M
|
|
|
Oct 26, 2023
Q3 2023
|
Family Capital Trust CO
|
SELL
|
- |
-170- 71.43% |
$13.7K - $13.8K
|
68
$5.58K
|
|
|
Nov 27, 2023
Q3 2023
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-176- 26.47% |
$14.2K - $14.3K
|
489
$40.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-183- 1.48% |
$14.8K - $14.9K
|
12.2K
$998K
|
|
|
Oct 11, 2023
Q3 2023
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-185- 0.63% |
$14.9K - $15.1K
|
29.1K
$2.39M
|
|
|
Oct 10, 2023
Q3 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-187- 2.62% |
$15.1K - $15.2K
|
6.94K
$569K
|
|
|
Nov 14, 2023
Q3 2023
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-190- 65.52% |
$15.3K - $15.5K
|
100
$8.2K
|
|
|
Oct 31, 2023
Q3 2023
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-190- 2.89% |
$15.3K - $15.5K
|
6.37K
$523K
|
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-195- 2.8% |
$15.7K - $15.9K
|
6.76K
$554K
|
|
|
Nov 07, 2023
Q3 2023
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-195- 3.09% |
$15.7K - $15.9K
|
6.12K
$502K
|
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-196- 1.11% |
$15.8K - $16K
|
17.5K
$1.43M
|
|
|
Oct 23, 2023
Q3 2023
|
Tfc Financial Management
|
SELL
|
- |
-200- 14.29% |
$16.1K - $16.3K
|
1.2K
$98.4K
|
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-205- 3.64% |
$16.5K - $16.7K
|
5.43K
$445K
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-220- 20.37% |
$17.8K - $17.9K
|
860
$70.5K
|
|
|
Nov 08, 2023
Q3 2023
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-224- 1.53% |
$18.1K - $18.2K
|
14.4K
$1.18M
|
|
|
Oct 10, 2023
Q3 2023
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-244- 2.16% |
$19.7K - $19.9K
|
11.1K
$908K
|
|
|
Oct 19, 2023
Q3 2023
|
Aries Wealth Management
|
SELL
|
- |
-250- 2.92% |
$20.2K - $20.3K
|
8.32K
$682K
|
|
|
Oct 10, 2023
Q3 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-252- 99.6% |
$20.3K - $20.5K
|
1
$82
|
|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-252- 3.25% |
$20.3K - $20.5K
|
7.51K
$616K
|
|
|
Nov 02, 2023
Q3 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-259- 48.41% |
$20.9K - $21.1K
|
276
$22.6K
|
|
|
Nov 07, 2023
Q3 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-266- 2.12% |
$21.5K - $21.6K
|
12.3K
$1.01M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-268- 8.93% |
$21.6K - $21.8K
|
2.73K
$224K
|
|
|
Oct 10, 2023
Q3 2023
|
American National Bank
|
SELL
|
- |
-279- 65.19% |
$22.5K - $22.7K
|
149
$12.2K
|
|
|
Oct 24, 2023
Q3 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-293- 4.18% |
$23.6K - $23.8K
|
6.72K
$551K
|
|
|
Nov 01, 2023
Q3 2023
|
Mesirow Financial Investment Management Equity & Fixed Income
Chicago, IL |
SELL
|
- |
-294- 6.99% |
$23.7K - $23.9K
|
3.91K
$321K
|
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-299- 0.05% |
$24.1K - $24.3K
|
543K
$44.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-300- 6.18% |
$24.2K - $24.4K
|
4.56K
$374K
|
|
|
Oct 18, 2023
Q3 2023
|
High Mark Wealth Management LLC
|
SELL
|
- |
-301- 1.56% |
$24.3K - $24.5K
|
18.9K
$1.55M
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-304- 1.9% |
$24.5K - $24.7K
|
15.7K
$1.29M
|
|
|
Nov 08, 2023
Q3 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-307- 3.4% |
$24.8K - $25K
|
8.72K
$716K
|
|
|
Oct 20, 2023
Q3 2023
|
Bfsg, LLC
|
SELL
|
- |
-310- 3.56% |
$25K - $25.2K
|
8.41K
$690K
|
|
|
Nov 06, 2023
Q3 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-313- 0.06% |
$25.3K - $25.5K
|
566K
$46.4M
|
|
|
Oct 11, 2023
Q3 2023
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-335- 1.65% |
$27K - $27.3K
|
20K
$1.64M
|
|
|
Nov 09, 2023
Q3 2023
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-340- 5.01% |
$27.4K - $27.7K
|
6.45K
$529K
|