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
|
Empowered Funds, LLC
|
SELL
|
- |
-5.61K- 24.79% |
$453K - $456K
|
17K
$1.4M
|
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-5.74K- 33.06% |
$463K - $467K
|
11.6K
$953K
|
|
|
Dec 04, 2023
Q3 2023
|
Wt Wealth Management
|
SELL
|
- |
-5.76K- 48.22% |
$464K - $468K
|
6.18K
$507K
|
|
|
Oct 10, 2023
Q3 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-5.81K- 42.83% |
$469K - $473K
|
7.76K
$637K
|
|
|
Nov 07, 2023
Q3 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-5.82K- 60.02% |
$469K - $473K
|
3.87K
$318K
|
|
|
Nov 08, 2023
Q3 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-6.04K- 48.85% |
$487K - $491K
|
6.32K
$518K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-6.09K- 8.36% |
$492K - $496K
|
66.8K
$5.48M
|
|
|
Nov 08, 2023
Q3 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-6.2K- 0.65% |
$500K - $504K
|
943K
$77.4M
|
|
|
Oct 24, 2023
Q3 2023
|
4 J Wealth Management LLC
|
SELL
|
- |
-6.42K- 16.98% |
$518K - $522K
|
31.4K
$2.57M
|
|
|
Nov 13, 2023
Q3 2023
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-6.59K- 0.88% |
$532K - $536K
|
746K
$61.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-6.68K- 6.92% |
$539K - $543K
|
89.9K
$7.37M
|
|
|
Nov 14, 2023
Q3 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-6.74K- 24.44% |
$544K - $549K
|
20.8K
$1.71M
|
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-6.9K- 4.0% |
$557K - $561K
|
165K
$13.6M
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-7.08K- 22.39% |
$571K - $576K
|
24.5K
$2.01M
|
|
|
Oct 20, 2023
Q3 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-7.29K- 10.75% |
$588K - $593K
|
60.5K
$4.96M
|
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-7.41K- 39.0% |
$598K - $603K
|
11.6K
$951K
|
|
|
Oct 26, 2023
Q3 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-7.42K- 11.81% |
$598K - $603K
|
55.4K
$4.54M
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
SELL
|
- |
-7.6K- 6.64% |
$613K - $618K
|
107K
$8.77M
|
|
|
Oct 19, 2023
Q3 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-7.78K- 37.76% |
$628K - $633K
|
12.8K
$1.05M
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-7.78K- 60.8% |
$628K - $633K
|
5.02K
$412K
|
|
|
Nov 14, 2023
Q3 2023
|
Stone X Group Inc.
|
SELL
|
- |
-7.87K- 16.94% |
$636K - $641K
|
38.6K
$3.17M
|
|
|
Oct 19, 2023
Q3 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-7.93K- 23.34% |
$640K - $646K
|
26.1K
$2.14M
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-8.05K- 97.58% |
$650K - $655K
|
200
$16.4K
|
|
|
Oct 17, 2023
Q3 2023
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-8.13K- 72.71% |
$656K - $661K
|
3.05K
$250K
|
|
|
Oct 23, 2023
Q3 2023
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-8.2K- 65.46% |
$662K - $667K
|
4.33K
$355K
|
|
|
Oct 10, 2023
Q3 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-8.25K- 16.19% |
$666K - $671K
|
42.7K
$3.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-8.53K- 59.58% |
$688K - $694K
|
5.79K
$475K
|
|
|
Jan 30, 2024
Q3 2023
|
Dgs Capital Management, LLC
|
SELL
|
- |
-8.75KClosed |
$706K - $712K
|
0
$0
|
|
|
Nov 07, 2023
Q3 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-8.91K- 45.19% |
$719K - $725K
|
10.8K
$886K
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-8.92K- 75.16% |
$720K - $726K
|
2.95K
$242K
|
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-8.93K- 81.57% |
$721K - $727K
|
2.02K
$166K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-8.97K- 12.27% |
$724K - $730K
|
64.1K
$5.26M
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-9.15K- 19.63% |
$738K - $744K
|
37.5K
$3.07M
|
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-9.2K- 56.97% |
$743K - $749K
|
6.95K
$570K
|
|
|
Nov 09, 2023
Q3 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-9.6K- 12.99% |
$775K - $781K
|
64.3K
$5.28M
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-9.69K- 17.19% |
$782K - $789K
|
46.7K
$3.83M
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-10.1K- 23.12% |
$814K - $821K
|
33.5K
$2.75M
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-10.1K- 11.95% |
$819K - $826K
|
74.8K
$6.13M
|
|
|
Nov 13, 2023
Q3 2023
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-10.3K- 23.58% |
$828K - $835K
|
33.2K
$2.73M
|
|
|
Nov 03, 2023
Q3 2023
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-10.6K- 34.76% |
$852K - $859K
|
19.8K
$1.63M
|
|
|
Dec 11, 2023
Q3 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-10.7K- 20.01% |
$865K - $872K
|
42.8K
$3.51M
|
|
|
Oct 04, 2023
Q3 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-11.2K- 19.94% |
$906K - $913K
|
45K
$3.7M
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-11.3K- 17.29% |
$912K - $920K
|
54.1K
$4.44M
|
|
|
Oct 18, 2023
Q3 2023
|
Gemmer Asset Management LLC
|
SELL
|
- |
-11.4K- 10.72% |
$921K - $929K
|
95.1K
$7.8M
|
|
|
Nov 21, 2023
Q3 2023
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-11.5K- 3.31% |
$926K - $934K
|
335K
$27.4M
|
|
|
Oct 10, 2023
Q3 2023
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-11.8K- 33.55% |
$956K - $964K
|
23.5K
$1.92M
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-12.1K- 15.96% |
$974K - $982K
|
63.6K
$5.21M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-12.7K- 14.35% |
$1.02M - $1.03M
|
75.7K
$6.21M
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-12.7K- 3.89% |
$1.02M - $1.03M
|
314K
$25.8M
|
|
|
Oct 31, 2023
Q3 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-12.9K- 33.03% |
$1.04M - $1.05M
|
26.1K
$2.14M
|