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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2024
Q3 2023
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-13.4K- 80.81% |
$1.08M - $1.09M
|
3.18K
$261K
|
|
|
Nov 13, 2023
Q3 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-13.9K- 2.33% |
$1.12M - $1.13M
|
583K
$47.8M
|
|
|
Oct 12, 2023
Q3 2023
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-14K- 75.19% |
$1.13M - $1.14M
|
4.61K
$378K
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-14.2K- 1.93% |
$1.15M - $1.16M
|
724K
$59.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-14.2K- 1.93% |
$1.15M - $1.16M
|
724K
$59.4M
|
|
|
Nov 09, 2023
Q3 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-14.6K- 85.9% |
$1.18M - $1.18M
|
2.39K
$196K
|
|
|
Nov 14, 2023
Q3 2023
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-14.6K- 38.56% |
$1.18M - $1.19M
|
23.3K
$1.91M
|
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-15K- 13.28% |
$1.21M - $1.22M
|
98K
$8.04M
|
|
|
Nov 14, 2023
Q3 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-15.1K- 5.11% |
$1.22M - $1.23M
|
280K
$23M
|
|
|
Nov 13, 2023
Q3 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-15.5K- 75.52% |
$1.25M - $1.26M
|
5.01K
$411K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-15.5K- 7.83% |
$1.25M - $1.26M
|
183K
$15M
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-15.7K- 28.54% |
$1.27M - $1.28M
|
39.4K
$3.23M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-15.9K- 19.13% |
$1.29M - $1.3M
|
67.4K
$5.53M
|
|
|
Nov 13, 2023
Q3 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-16.1K- 35.99% |
$1.3M - $1.31M
|
28.7K
$2.35M
|
|
|
Nov 14, 2023
Q3 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-16.6K- 30.74% |
$1.34M - $1.35M
|
37.4K
$3.07M
|
|
|
Oct 20, 2023
Q3 2023
|
Retirement Financial Solutions, LLC
Knoxville, TN |
SELL
|
- |
-16.6K- 21.18% |
$1.34M - $1.35M
|
62K
$5.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-17.1K- 8.17% |
$1.38M - $1.39M
|
192K
$15.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-18.6K- 39.59% |
$1.5M - $1.51M
|
28.4K
$2.33M
|
|
|
Oct 27, 2023
Q3 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-19.1K- 7.86% |
$1.54M - $1.55M
|
224K
$18.4M
|
|
|
Oct 25, 2023
Q3 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-19.1K- 23.15% |
$1.54M - $1.56M
|
63.5K
$5.21M
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-19.2K- 48.1% |
$1.55M - $1.56M
|
20.7K
$1.7M
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-20K- 3.96% |
$1.61M - $1.62M
|
484K
$39.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-20.4K- 1.89% |
$1.64M - $1.66M
|
1.05M
$86.5M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-20.5K- 39.89% |
$1.66M - $1.67M
|
30.9K
$2.54M
|
|
|
Oct 30, 2023
Q3 2023
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-20.5K- 18.94% |
$1.66M - $1.67M
|
87.9K
$7.21M
|
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
SELL
|
- |
-20.9K- 6.23% |
$1.69M - $1.7M
|
315K
$25.8M
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-21.2K- 35.31% |
$1.71M - $1.73M
|
38.9K
$3.19M
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-21.2K- 13.45% |
$1.71M - $1.73M
|
137K
$11.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-22.9K- 97.79% |
$1.85M - $1.87M
|
518
$42.5K
|
|
|
Nov 06, 2023
Q3 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-23K- 37.87% |
$1.86M - $1.87M
|
37.7K
$3.09M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-23.2K- 16.58% |
$1.88M - $1.89M
|
117K
$9.59M
|
|
|
Nov 14, 2023
Q3 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-24.2K- 6.15% |
$1.95M - $1.97M
|
369K
$30.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-24.5K- 99.7% |
$1.98M - $2M
|
74
$6.07K
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-24.7K- 12.41% |
$1.99M - $2.01M
|
174K
$14.3M
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-25.4K- 26.38% |
$2.05M - $2.07M
|
70.9K
$5.81M
|
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-25.5K- 44.15% |
$2.06M - $2.07M
|
32.2K
$2.64M
|
|
|
Nov 13, 2023
Q3 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-26.5K- 90.64% |
$2.14M - $2.16M
|
2.74K
$225K
|
|
|
Nov 14, 2023
Q3 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-27.2K- 22.47% |
$2.2M - $2.21M
|
93.9K
$7.7M
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-28.5K- 25.91% |
$2.3M - $2.32M
|
81.3K
$6.67M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-29.2K- 29.21% |
$2.36M - $2.38M
|
70.9K
$5.81M
|
|
|
Oct 24, 2023
Q3 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-29.4K- 63.25% |
$2.37M - $2.39M
|
17.1K
$1.4M
|
|
|
Oct 25, 2023
Q3 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-29.5K- 52.65% |
$2.38M - $2.4M
|
26.5K
$2.18M
|
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
SELL
|
- |
-30.3K- 5.97% |
$2.44M - $2.46M
|
477K
$39.1M
|
|
|
Nov 14, 2023
Q3 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-30.4K- 90.65% |
$2.46M - $2.48M
|
3.14K
$257K
|
|
|
Oct 13, 2023
Q3 2023
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-31K- 65.3% |
$2.5M - $2.52M
|
16.5K
$1.35M
|
|
|
Nov 09, 2023
Q3 2023
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-32.8K- 36.52% |
$2.64M - $2.67M
|
56.9K
$4.67M
|
|
|
Nov 06, 2023
Q3 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-33K- 3.89% |
$2.67M - $2.69M
|
817K
$67.1M
|
|
|
Nov 07, 2023
Q3 2023
|
South State Corp
|
SELL
|
- |
-33.4K- 12.55% |
$2.7M - $2.72M
|
233K
$19.1M
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-34.2K- 20.82% |
$2.76M - $2.78M
|
130K
$10.7M
|
|
|
Oct 10, 2023
Q3 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-34.5K- 80.46% |
$2.78M - $2.81M
|
8.38K
$687K
|