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 10, 2023
Q3 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-908- 3.97% |
$73.3K - $73.9K
|
21.9K
$1.8M
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-911- 5.6% |
$73.5K - $74.1K
|
15.4K
$1.26M
|
|
|
Nov 13, 2023
Q3 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-915- 17.55% |
$73.8K - $74.5K
|
4.3K
$353K
|
|
|
Nov 14, 2023
Q3 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
SELL
|
- |
-920- 1.68% |
$74.3K - $74.9K
|
53.9K
$4.42M
|
|
|
Dec 01, 2023
Q3 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-923- 1.02% |
$74.5K - $75.1K
|
89.6K
$7.35M
|
|
|
Nov 02, 2023
Q3 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-938- 15.28% |
$75.7K - $76.3K
|
5.2K
$426K
|
|
|
Oct 13, 2023
Q3 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-965- 6.64% |
$77.9K - $78.5K
|
13.6K
$1.11M
|
|
|
Oct 11, 2023
Q3 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-975- 16.81% |
$78.7K - $79.3K
|
4.83K
$396K
|
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-975- 4.34% |
$78.7K - $79.3K
|
21.5K
$1.76M
|
|
|
Nov 16, 2023
Q3 2023
|
Seelaus Asset Management LLC
|
SELL
|
- |
-977- 12.88% |
$78.9K - $79.5K
|
6.61K
$542K
|
|
|
Nov 06, 2023
Q3 2023
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-989- 2.25% |
$79.8K - $80.5K
|
42.9K
$3.52M
|
|
|
Nov 13, 2023
Q3 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-995- 3.43% |
$80.3K - $81K
|
28K
$2.3M
|
|
|
Oct 27, 2023
Q3 2023
|
Center For Asset Management LLC
|
SELL
|
- |
-997- 1.52% |
$80.5K - $81.1K
|
64.7K
$5.31M
|
|
|
Oct 31, 2023
Q3 2023
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-1.02K- 5.46% |
$82K - $82.7K
|
17.6K
$1.44M
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.02K- 30.07% |
$82.1K - $82.8K
|
2.37K
$194K
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-1.03K- 91.59% |
$83.5K - $84.1K
|
95
$7.79K
|
|
|
Nov 06, 2023
Q3 2023
|
Hudock, Inc.
|
SELL
|
- |
-1.06K- 5.15% |
$85.5K - $86.2K
|
19.5K
$1.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-1.07K- 3.76% |
$86.7K - $87.4K
|
27.5K
$2.25M
|
|
|
Nov 08, 2023
Q3 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-1.11K- 11.16% |
$89.2K - $89.9K
|
8.79K
$721K
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.11K- 0.51% |
$89.5K - $90.3K
|
215K
$17.6M
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.16K- 1.12% |
$93.5K - $94.2K
|
102K
$8.36M
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
SELL
|
- |
-1.16K- 25.39% |
$93.6K - $94.4K
|
3.41K
$280K
|
|
|
Nov 09, 2023
Q3 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.16K- 8.37% |
$93.8K - $94.6K
|
12.7K
$1.04M
|
|
|
Oct 24, 2023
Q3 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-1.19K- 75.43% |
$95.6K - $96.4K
|
386
$31.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.19K- 1.18% |
$95.7K - $96.5K
|
99.6K
$8.17M
|
|
|
Nov 07, 2023
Q3 2023
|
Leuthold Group, LLC
|
SELL
|
- |
-1.19K- 0.71% |
$96.2K - $97K
|
167K
$13.7M
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.23K- 3.27% |
$99.4K - $100K
|
36.4K
$2.99M
|
|
|
Oct 24, 2023
Q3 2023
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-1.28K- 1.91% |
$104K - $104K
|
66.1K
$5.42M
|
|
|
Nov 14, 2023
Q3 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-1.3K- 21.33% |
$105K - $105K
|
4.78K
$392K
|
|
|
Oct 26, 2023
Q3 2023
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-1.31K- 22.0% |
$106K - $107K
|
4.64K
$381K
|
|
|
Nov 14, 2023
Q3 2023
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-1.32K- 5.29% |
$106K - $107K
|
23.6K
$1.94M
|
|
|
Oct 26, 2023
Q3 2023
|
Peoples Bank
|
SELL
|
- |
-1.32K- 3.72% |
$107K - $108K
|
34.3K
$2.81M
|
|
|
Nov 14, 2023
Q3 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-1.36K- 10.77% |
$110K - $111K
|
11.3K
$924K
|
|
|
Oct 19, 2023
Q3 2023
|
Country Club Bank
|
SELL
|
- |
-1.36K- 1.81% |
$110K - $111K
|
73.8K
$6.06M
|
|
|
Oct 24, 2023
Q3 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-1.36K- 3.01% |
$110K - $111K
|
43.9K
$3.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.42K- 2.23% |
$115K - $116K
|
62.5K
$5.13M
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.42K- 2.23% |
$115K - $116K
|
62.5K
$5.13M
|
|
|
Nov 13, 2023
Q3 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-1.44K- 1.17% |
$116K - $117K
|
122K
$10M
|
|
|
Nov 01, 2023
Q3 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-1.5K- 7.29% |
$121K - $122K
|
19.1K
$1.57M
|
|
|
Oct 23, 2023
Q3 2023
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-1.51K- 3.34% |
$122K - $123K
|
43.7K
$3.58M
|
|
|
Nov 08, 2023
Q3 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.52K- 1.45% |
$122K - $123K
|
103K
$8.44M
|
|
|
Oct 26, 2023
Q3 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-1.59K- 2.13% |
$128K - $129K
|
73.2K
$6M
|
|
|
Nov 09, 2023
Q3 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-1.6K- 12.35% |
$129K - $131K
|
11.4K
$934K
|
|
|
Oct 18, 2023
Q3 2023
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-1.61K- 17.04% |
$130K - $131K
|
7.86K
$645K
|
|
|
Oct 12, 2023
Q3 2023
|
Raub Brock Capital Management LP
|
SELL
|
- |
-1.62K- 6.24% |
$131K - $132K
|
24.3K
$2M
|
|
|
Oct 18, 2023
Q3 2023
|
De Dora Capital, Inc.
|
SELL
|
- |
-1.66K- 15.15% |
$134K - $135K
|
9.31K
$763K
|
|
|
Nov 01, 2023
Q3 2023
|
Empirical Asset Management, LLC
|
SELL
|
- |
-1.66K- 14.18% |
$134K - $135K
|
10.1K
$825K
|
|
|
Oct 19, 2023
Q3 2023
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-1.67K- 31.63% |
$135K - $136K
|
3.61K
$296K
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-1.68K- 14.86% |
$135K - $136K
|
9.6K
$788K
|
|
|
Oct 10, 2023
Q3 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-1.68K- 40.34% |
$136K - $137K
|
2.49K
$204K
|