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 13, 2023
Q3 2023
|
First Citizens Financial Corp
|
SELL
|
- |
-2.96K- 48.0% |
$239K - $241K
|
3.2K
$263K
|
|
|
Oct 24, 2023
Q3 2023
|
Ironwood Financial, LLC
|
SELL
|
- |
-3K- 51.29% |
$242K - $244K
|
2.85K
$234K
|
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-3.03K- 6.18% |
$245K - $247K
|
46K
$3.77M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.05K- 0.75% |
$246K - $248K
|
403K
$33.1M
|
|
|
Oct 17, 2023
Q3 2023
|
Cx Institutional
|
SELL
|
- |
-3.09K- 44.61% |
$249K - $251K
|
3.84K
$315K
|
|
|
Nov 02, 2023
Q3 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-3.14K- 24.98% |
$253K - $255K
|
9.42K
$772K
|
|
|
Oct 23, 2023
Q3 2023
|
Rmr Wealth Builders
|
SELL
|
- |
-3.18K- 9.54% |
$257K - $259K
|
30.2K
$2.48M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.24K- 8.61% |
$262K - $264K
|
34.4K
$2.82M
|
|
|
Nov 14, 2023
Q3 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-3.24K- 7.76% |
$262K - $264K
|
38.6K
$3.16M
|
|
|
Oct 05, 2023
Q3 2023
|
Falcon Wealth Planning
|
SELL
|
- |
-3.35K- 26.07% |
$270K - $272K
|
9.49K
$778K
|
|
|
Oct 19, 2023
Q3 2023
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-3.35K- 5.53% |
$271K - $273K
|
57.3K
$4.7M
|
|
|
Oct 10, 2023
Q3 2023
|
Client First Capital LLC
|
SELL
|
- |
-3.37K- 1.26% |
$272K - $274K
|
263K
$21.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-3.4K- 22.14% |
$274K - $277K
|
12K
$981K
|
|
|
Oct 30, 2023
Q3 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-3.42K- 13.49% |
$276K - $278K
|
21.9K
$1.8M
|
|
|
Nov 07, 2023
Q3 2023
|
Executive Wealth Management, LLC
|
SELL
|
- |
-3.43K- 2.0% |
$277K - $279K
|
168K
$13.8M
|
|
|
Sep 06, 2024
Q3 2023
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-3.55K- 3.13% |
$287K - $289K
|
110K
$9.03M
|
|
|
Nov 01, 2023
Q3 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-3.56K- 15.39% |
$287K - $290K
|
19.6K
$1.61M
|
|
|
Nov 01, 2023
Q3 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-3.57K- 17.43% |
$288K - $291K
|
16.9K
$1.39M
|
|
|
Oct 17, 2023
Q3 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-3.6K- 14.78% |
$291K - $293K
|
20.8K
$1.7M
|
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-3.71K- 24.05% |
$299K - $302K
|
11.7K
$961K
|
|
|
Nov 09, 2023
Q3 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-3.78K- 15.14% |
$305K - $308K
|
21.2K
$1.74M
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-3.79K- 14.44% |
$306K - $308K
|
22.4K
$1.84M
|
|
|
Nov 09, 2023
Q3 2023
|
Rollins Financial
|
SELL
|
- |
-3.8K- 21.76% |
$307K - $309K
|
13.7K
$1.12M
|
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-3.85K- 10.04% |
$310K - $313K
|
34.5K
$2.83M
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-3.85K- 58.08% |
$311K - $314K
|
2.78K
$228K
|
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-4.08K- 5.01% |
$329K - $332K
|
77.3K
$6.34M
|
|
|
Nov 13, 2023
Q3 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-4.12K- 0.8% |
$333K - $335K
|
512K
$42M
|
|
|
Oct 31, 2023
Q3 2023
|
James Investment Research Inc
|
SELL
|
- |
-4.16K- 2.35% |
$336K - $339K
|
173K
$14.2M
|
|
|
Nov 08, 2023
Q3 2023
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-4.28K- 7.03% |
$345K - $348K
|
56.5K
$4.64M
|
|
|
Oct 31, 2023
Q3 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-4.34K- 7.94% |
$351K - $353K
|
50.4K
$4.13M
|
|
|
Nov 03, 2023
Q3 2023
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-4.4K- 19.21% |
$355K - $358K
|
18.5K
$1.52M
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-4.42K- 12.21% |
$356K - $359K
|
31.8K
$2.61M
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
SELL
|
- |
-4.45K- 5.84% |
$359K - $362K
|
71.8K
$5.89M
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-4.51K- 14.55% |
$364K - $367K
|
26.5K
$2.17M
|
|
|
Nov 03, 2023
Q3 2023
|
Briaud Financial Planning, Inc
College Station, TX |
SELL
|
- |
-4.52K- 99.08% |
$365K - $368K
|
42
$3.45K
|
|
|
Nov 13, 2023
Q3 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-4.6K- 39.17% |
$371K - $374K
|
7.15K
$586K
|
|
|
Nov 09, 2023
Q3 2023
|
Cpr Investments Inc.
Rochester, MI |
SELL
|
- |
-4.62K- 8.25% |
$373K - $376K
|
51.4K
$4.21M
|
|
|
Nov 13, 2023
Q3 2023
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-4.78K- 40.77% |
$386K - $389K
|
6.95K
$570K
|
|
|
Oct 30, 2023
Q3 2023
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-4.81K- 7.41% |
$388K - $392K
|
60.1K
$4.93M
|
|
|
Oct 17, 2023
Q3 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-4.84K- 7.15% |
$391K - $394K
|
62.9K
$5.16M
|
|
|
Nov 13, 2023
Q3 2023
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-4.96K- 1.98% |
$400K - $403K
|
245K
$20.1M
|
|
|
Nov 09, 2023
Q3 2023
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-4.97K- 15.26% |
$401K - $404K
|
27.6K
$2.26M
|
|
|
Nov 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-5K- 21.77% |
$404K - $407K
|
18K
$1.47M
|
|
|
Nov 14, 2023
Q3 2023
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-5.2K- 9.07% |
$420K - $423K
|
52.1K
$4.28M
|
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-5.21K- 31.38% |
$420K - $424K
|
11.4K
$934K
|
|
|
Nov 13, 2023
Q3 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-5.35K- 11.6% |
$432K - $436K
|
40.8K
$3.35M
|
|
|
Oct 26, 2023
Q3 2023
|
Mainstay Capital Management LLC
|
SELL
|
- |
-5.43K- 13.42% |
$438K - $441K
|
35K
$2.87M
|
|
|
Nov 13, 2023
Q3 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-5.53K- 48.5% |
$446K - $450K
|
5.87K
$482K
|
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-5.61K- 43.11% |
$452K - $456K
|
7.4K
$607K
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-5.61K- 13.96% |
$453K - $456K
|
34.6K
$2.84M
|