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 01, 2023
Q3 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-341- 1.43% |
$27.5K - $27.8K
|
23.6K
$1.93M
|
|
|
Oct 31, 2023
Q3 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-350- 7.98% |
$28.2K - $28.5K
|
4.04K
$331K
|
|
|
Nov 13, 2023
Q3 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-371- 5.12% |
$29.9K - $30.2K
|
6.87K
$564K
|
|
|
Oct 25, 2023
Q3 2023
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-374- 2.05% |
$30.2K - $30.4K
|
17.9K
$1.47M
|
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-388- 0.71% |
$31.3K - $31.6K
|
54.5K
$4.47M
|
|
|
Nov 15, 2023
Q3 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-400- 9.23% |
$32.3K - $32.6K
|
3.94K
$323K
|
|
|
Nov 06, 2023
Q3 2023
|
First National Trust CO
|
SELL
|
- |
-400- 3.34% |
$32.3K - $32.6K
|
11.6K
$949K
|
|
|
Oct 23, 2023
Q3 2023
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-400- 4.15% |
$32.3K - $32.6K
|
9.25K
$759K
|
|
|
Nov 03, 2023
Q3 2023
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-407- 3.26% |
$32.8K - $33.1K
|
12.1K
$991K
|
|
|
Oct 19, 2023
Q3 2023
|
Family Firm, Inc.
|
SELL
|
- |
-434- 1.33% |
$35K - $35.3K
|
32.2K
$2.64M
|
|
|
Oct 18, 2023
Q3 2023
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-444- 5.77% |
$35.8K - $36.1K
|
7.26K
$595K
|
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-447- 3.1% |
$36.1K - $36.4K
|
14K
$1.15M
|
|
|
Nov 02, 2023
Q3 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-452- 77.13% |
$36.5K - $36.8K
|
134
$11K
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-459- 55.84% |
$37K - $37.4K
|
363
$29.8K
|
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-463- 0.43% |
$37.4K - $37.7K
|
107K
$8.81M
|
|
|
Oct 10, 2023
Q3 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-475- 8.2% |
$38.3K - $38.7K
|
5.32K
$436K
|
|
|
Oct 10, 2023
Q3 2023
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-481- 2.91% |
$38.8K - $39.1K
|
16.1K
$1.32M
|
|
|
Oct 27, 2023
Q3 2023
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-494- 15.25% |
$39.9K - $40.2K
|
2.75K
$225K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
SELL
|
- |
-500- 7.67% |
$40.4K - $40.7K
|
6.02K
$494K
|
|
|
Nov 09, 2023
Q3 2023
|
Cypress Capital, LLC
|
SELL
|
- |
-500- 0.19% |
$40.4K - $40.7K
|
258K
$21.2M
|
|
|
Oct 10, 2023
Q3 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-500- 3.38% |
$40.4K - $40.7K
|
14.3K
$1.17M
|
|
|
Oct 24, 2023
Q3 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-509- 5.13% |
$41.1K - $41.4K
|
9.41K
$771K
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-516- 12.95% |
$41.6K - $42K
|
3.47K
$285K
|
|
|
Oct 10, 2023
Q3 2023
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-527- 1.07% |
$42.5K - $42.9K
|
48.9K
$4.01M
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-572- 2.63% |
$46.2K - $46.5K
|
21.2K
$1.74M
|
|
|
Jan 02, 2024
Q3 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-600- 23.08% |
$48.4K - $48.8K
|
2K
$164K
|
|
|
Nov 06, 2023
Q3 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-604- 9.68% |
$48.7K - $49.2K
|
5.64K
$462K
|
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
SELL
|
- |
-609- 4.86% |
$49.2K - $49.6K
|
11.9K
$979K
|
|
|
Oct 24, 2023
Q3 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-624- 4.33% |
$50.4K - $50.8K
|
13.8K
$1.13M
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-629- 3.07% |
$50.8K - $51.2K
|
19.9K
$1.63M
|
|
|
Oct 11, 2023
Q3 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-650- 1.1% |
$52.5K - $52.9K
|
58.7K
$4.82M
|
|
|
Oct 13, 2023
Q3 2023
|
Weaver Consulting Group
|
SELL
|
- |
-660- 9.5% |
$53.3K - $53.7K
|
6.29K
$516K
|
|
|
Oct 13, 2023
Q3 2023
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-664- 15.45% |
$53.6K - $54K
|
3.64K
$298K
|
|
|
Oct 31, 2023
Q3 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-668- 14.02% |
$53.9K - $54.4K
|
4.1K
$336K
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
SELL
|
- |
-757- 12.75% |
$61.1K - $61.6K
|
5.18K
$425K
|
|
|
Nov 15, 2023
Q3 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-758- 2.62% |
$61.2K - $61.7K
|
28.1K
$2.31M
|
|
|
Nov 03, 2023
Q3 2023
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-761- 0.9% |
$61.4K - $61.9K
|
83.7K
$6.86M
|
|
|
Nov 13, 2023
Q3 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-772- 13.27% |
$62.3K - $62.8K
|
5.05K
$414K
|
|
|
Oct 27, 2023
Q3 2023
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-773- 1.44% |
$62.4K - $62.9K
|
52.9K
$4.34M
|
|
|
Oct 16, 2023
Q3 2023
|
Arkfeld Wealth Strategies, L.L.C.
|
SELL
|
- |
-781- 13.01% |
$63K - $63.6K
|
5.22K
$429K
|
|
|
Nov 13, 2023
Q3 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-783- 7.13% |
$63.2K - $63.7K
|
10.2K
$836K
|
|
|
Nov 13, 2023
Q3 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-813- 6.9% |
$65.6K - $66.2K
|
11K
$900K
|
|
|
Nov 28, 2023
Q3 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-827- 22.68% |
$66.7K - $67.3K
|
2.82K
$231K
|
|
|
Aug 28, 2024
Q3 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-855- 80.43% |
$69K - $69.6K
|
208
$17.1K
|
|
|
Jul 10, 2024
Q3 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-863- 17.72% |
$69.7K - $70.2K
|
4.01K
$329K
|
|
|
Nov 09, 2023
Q3 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-864- 4.74% |
$69.7K - $70.3K
|
17.3K
$1.42M
|
|
|
Nov 13, 2023
Q3 2023
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-871- 2.99% |
$70.3K - $70.9K
|
28.3K
$2.32M
|
|
|
Oct 23, 2023
Q3 2023
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-890- 1.64% |
$71.8K - $72.4K
|
53.2K
$4.37M
|
|
|
Feb 07, 2024
Q3 2023
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-893- 2.41% |
$72.1K - $72.7K
|
36.2K
$2.97M
|
|
|
Nov 01, 2023
Q3 2023
|
Independent Family Office, LLC
|
SELL
|
- |
-900- 2.67% |
$72.6K - $73.2K
|
32.8K
$2.69M
|