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 02, 2023
Q3 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-1.68K- 18.68% |
$136K - $137K
|
7.33K
$601K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-1.76K- 33.18% |
$142K - $143K
|
3.54K
$290K
|
|
|
Nov 14, 2023
Q3 2023
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-1.76K- 31.76% |
$142K - $143K
|
3.78K
$310K
|
|
|
Dec 18, 2023
Q3 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-1.77K- 4.44% |
$142K - $144K
|
38K
$3.12M
|
|
|
Nov 13, 2023
Q3 2023
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-1.77K- 4.67% |
$143K - $144K
|
36.1K
$2.96M
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.77K- 40.99% |
$143K - $144K
|
2.55K
$209K
|
|
|
Oct 27, 2023
Q3 2023
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-1.82K- 1.22% |
$146K - $148K
|
147K
$12M
|
|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-1.89K- 23.17% |
$152K - $154K
|
6.26K
$513K
|
|
|
Nov 03, 2023
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-1.89K- 23.17% |
$152K - $154K
|
6.26K
$513K
|
|
|
Nov 09, 2023
Q3 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-1.92K- 24.81% |
$155K - $156K
|
5.82K
$477K
|
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-1.96K- 20.07% |
$158K - $159K
|
7.8K
$640K
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-1.99K- 84.2% |
$161K - $162K
|
374
$30.7K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-2K- 21.52% |
$161K - $162K
|
7.28K
$597K
|
|
|
Oct 11, 2023
Q3 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-2K- 12.75% |
$161K - $163K
|
13.7K
$1.12M
|
|
|
Nov 13, 2023
Q3 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-2.05K- 11.26% |
$165K - $166K
|
16.1K
$1.32M
|
|
|
Oct 30, 2023
Q3 2023
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-2.05K- 4.86% |
$165K - $167K
|
40.1K
$3.29M
|
|
|
Oct 19, 2023
Q3 2023
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-2.09K- 18.7% |
$169K - $170K
|
9.08K
$745K
|
|
|
Nov 06, 2023
Q3 2023
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-2.11K- 4.36% |
$170K - $172K
|
46.3K
$3.79M
|
|
|
Nov 13, 2023
Q3 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-2.13K- 58.09% |
$172K - $174K
|
1.54K
$126K
|
|
|
Nov 09, 2023
Q3 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-2.15K- 89.69% |
$173K - $175K
|
247
$20.3K
|
|
|
Nov 08, 2023
Q3 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-2.16K- 11.25% |
$174K - $175K
|
17K
$1.39M
|
|
|
Oct 11, 2023
Q3 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-2.16K- 34.23% |
$174K - $176K
|
4.15K
$341K
|
|
|
Nov 07, 2023
Q3 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-2.17K- 6.78% |
$175K - $177K
|
29.9K
$2.45M
|
|
|
Oct 13, 2023
Q3 2023
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-2.18K- 1.31% |
$176K - $177K
|
164K
$13.5M
|
|
|
Nov 08, 2023
Q3 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-2.21K- 28.94% |
$179K - $180K
|
5.43K
$446K
|
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-2.25K- 24.86% |
$181K - $183K
|
6.8K
$557K
|
|
|
Oct 31, 2023
Q3 2023
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-2.25K- 48.99% |
$182K - $183K
|
2.35K
$192K
|
|
|
Nov 09, 2023
Q3 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.26K- 4.22% |
$182K - $184K
|
51.2K
$4.2M
|
|
|
Nov 07, 2023
Q3 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-2.26K- 3.52% |
$183K - $184K
|
62K
$5.09M
|
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-2.33K- 35.02% |
$188K - $189K
|
4.32K
$354K
|
|
|
Oct 31, 2023
Q3 2023
|
Straight Path Wealth Management
|
SELL
|
- |
-2.33K- 42.56% |
$188K - $190K
|
3.15K
$258K
|
|
|
Nov 08, 2023
Q3 2023
|
Platform Technology Partners
|
SELL
|
- |
-2.36K- 4.36% |
$190K - $192K
|
51.7K
$4.24M
|
|
|
Oct 24, 2023
Q3 2023
|
Apexium Financial, LP
|
SELL
|
- |
-2.44K- 9.76% |
$197K - $198K
|
22.5K
$1.85M
|
|
|
Oct 20, 2023
Q3 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-2.44K- 11.13% |
$197K - $199K
|
19.5K
$1.6M
|
|
|
Oct 12, 2023
Q3 2023
|
Twele Capital Management, Inc.
|
SELL
|
- |
-2.45K- 7.49% |
$198K - $199K
|
30.3K
$2.48M
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.49K- 4.3% |
$201K - $203K
|
55.4K
$4.55M
|
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-2.56K- 6.33% |
$207K - $208K
|
37.9K
$3.11M
|
|
|
Nov 13, 2023
Q3 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-2.57K- 0.42% |
$207K - $209K
|
614K
$50.4M
|
|
|
Nov 02, 2023
Q3 2023
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-2.63K- 49.02% |
$212K - $214K
|
2.74K
$225K
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.67K- 10.59% |
$216K - $217K
|
22.5K
$1.85M
|
|
|
Oct 25, 2023
Q3 2023
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-2.71K- 2.33% |
$219K - $220K
|
114K
$9.33M
|
|
|
Oct 27, 2023
Q3 2023
|
White Pine Investment CO
|
SELL
|
- |
-2.71K- 2.86% |
$219K - $221K
|
92.2K
$7.56M
|
|
|
Nov 07, 2023
Q3 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-2.8K- 53.0% |
$226K - $227K
|
2.48K
$203K
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.8K- 10.0% |
$226K - $228K
|
25.2K
$2.07M
|
|
|
Oct 13, 2023
Q3 2023
|
Cooper Financial Group
|
SELL
|
- |
-2.83K- 17.02% |
$228K - $230K
|
13.8K
$1.13M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.83K- 1.89% |
$229K - $231K
|
147K
$12M
|
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-2.86K- 6.5% |
$231K - $233K
|
41.1K
$3.37M
|
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.9K- 2.23% |
$234K - $236K
|
127K
$10.4M
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-2.91K- 2.63% |
$235K - $237K
|
108K
$8.85M
|
|
|
Nov 15, 2023
Q3 2023
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-2.95K- 58.31% |
$238K - $240K
|
2.11K
$173K
|