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 15, 2023
Q3 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-34.8K- 62.59% |
$2.8M - $2.83M
|
20.8K
$1.7M
|
|
|
Nov 07, 2023
Q3 2023
|
Efficient Advisors, LLC
|
SELL
|
- |
-35.2K- 25.07% |
$2.84M - $2.86M
|
105K
$8.62M
|
|
|
Nov 15, 2023
Q3 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-35.6K- 42.32% |
$2.87M - $2.9M
|
48.5K
$3.98M
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-37K- 41.16% |
$2.98M - $3.01M
|
52.8K
$4.34M
|
|
|
Nov 14, 2023
Q3 2023
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-38.9K- 78.75% |
$3.14M - $3.17M
|
10.5K
$862K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-39.5K- 38.16% |
$3.19M - $3.22M
|
64.1K
$5.26M
|
|
|
Nov 07, 2023
Q3 2023
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-40K- 83.33% |
$3.23M - $3.25M
|
8K
$656K
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-41.2K- 20.31% |
$3.33M - $3.35M
|
162K
$13.3M
|
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-42.8K- 46.35% |
$3.45M - $3.48M
|
49.5K
$4.06M
|
|
|
Oct 10, 2023
Q3 2023
|
Wj Wealth Management, LLC
|
SELL
|
- |
-43.9K- 24.54% |
$3.54M - $3.57M
|
135K
$11.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-45K- 14.99% |
$3.63M - $3.66M
|
255K
$20.9M
|
|
|
Nov 06, 2023
Q3 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-45.1K- 7.35% |
$3.64M - $3.67M
|
569K
$46.7M
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-45.8K- 9.22% |
$3.7M - $3.73M
|
451K
$37M
|
|
|
Nov 14, 2023
Q3 2023
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-46.4K- 17.09% |
$3.75M - $3.78M
|
225K
$18.5M
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-47K- 81.55% |
$3.79M - $3.82M
|
10.6K
$872K
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
SELL
|
- |
-47.6K- 3.51% |
$3.84M - $3.87M
|
1.31M
$107M
|
|
|
Oct 10, 2023
Q3 2023
|
Arden Trust CO
|
SELL
|
- |
-51.7K- 89.48% |
$4.17M - $4.21M
|
6.08K
$499K
|
|
|
Nov 14, 2023
Q3 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-51.8K- 56.43% |
$4.18M - $4.22M
|
40K
$3.28M
|
|
|
Oct 13, 2023
Q3 2023
|
Edge Wealth Management LLC
|
SELL
|
- |
-52.8K- 11.37% |
$4.26M - $4.3M
|
412K
$33.8M
|
|
|
Oct 03, 2023
Q3 2023
|
Mtc Wealth Management LLC
|
SELL
|
- |
-52.9K- 48.63% |
$4.27M - $4.31M
|
55.9K
$4.58M
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-52.9K- 37.58% |
$4.27M - $4.31M
|
87.9K
$7.21M
|
|
|
Nov 08, 2023
Q3 2023
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-53.2K- 35.6% |
$4.3M - $4.33M
|
96.3K
$7.9M
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-54.8K- 34.71% |
$4.43M - $4.46M
|
103K
$8.46M
|
|
|
Nov 08, 2023
Q3 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-57.3K- 37.0% |
$4.63M - $4.66M
|
97.6K
$8M
|
|
|
Nov 13, 2023
Q3 2023
|
Perella Weinberg Partners Capital Management LP
|
SELL
|
- |
-57.9K- 3.13% |
$4.67M - $4.71M
|
1.79M
$147M
|
|
|
Oct 17, 2023
Q3 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-58.4K- 94.79% |
$4.71M - $4.75M
|
3.21K
$263K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-58.9K- 97.57% |
$4.75M - $4.79M
|
1.47K
$120K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-60.4K- 35.35% |
$4.87M - $4.92M
|
110K
$9.06M
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-64.1K- 5.66% |
$5.17M - $5.22M
|
1.07M
$87.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-64.3K- 14.63% |
$5.19M - $5.24M
|
375K
$30.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-66.1K- 99.09% |
$5.34M - $5.38M
|
610
$50K
|
|
|
Oct 27, 2023
Q3 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-66.9K- 69.59% |
$5.4M - $5.44M
|
29.2K
$2.4M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-76.2K- 61.94% |
$6.15M - $6.2M
|
46.8K
$3.84M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-79K- 1.4% |
$6.37M - $6.43M
|
5.57M
$457M
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-79.1K- 18.95% |
$6.38M - $6.44M
|
338K
$27.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-79.2K- 46.91% |
$6.39M - $6.44M
|
89.6K
$7.35M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-82.5K- 77.81% |
$6.66M - $6.72M
|
23.5K
$1.93M
|
|
|
Nov 13, 2023
Q3 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-83.4K- 44.55% |
$6.73M - $6.79M
|
104K
$8.52M
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-91.2K- 51.73% |
$7.36M - $7.42M
|
85.1K
$6.98M
|
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-91.7K- 99.98% |
$7.4M - $7.46M
|
15
$1.23K
|
|
|
Oct 10, 2023
Q3 2023
|
Vigilare Wealth Management
|
SELL
|
- |
-91.9K- 46.96% |
$7.42M - $7.48M
|
104K
$8.52M
|
|
|
Oct 11, 2023
Q3 2023
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-94.6K- 90.17% |
$7.64M - $7.7M
|
10.3K
$846K
|
|
|
Nov 07, 2023
Q3 2023
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-95.3K- 46.56% |
$7.69M - $7.76M
|
109K
$8.97M
|
|
|
Oct 10, 2023
Q3 2023
|
Biltmore Wealth Management, LLC
|
SELL
|
- |
-99.6K- 81.21% |
$8.04M - $8.11M
|
23.1K
$1.89M
|
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-101K- 52.87% |
$8.15M - $8.21M
|
90K
$7.38M
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-110K- 19.2% |
$8.88M - $8.95M
|
463K
$38M
|
|
|
Nov 13, 2023
Q3 2023
|
Retirement Capital Strategies
|
SELL
|
- |
-114K- 96.59% |
$9.24M - $9.32M
|
4.04K
$331K
|
|
|
Nov 01, 2023
Q3 2023
|
Pacific Wealth Management
|
SELL
|
- |
-116K- 52.99% |
$9.35M - $9.42M
|
103K
$8.43M
|
|
|
Nov 14, 2023
Q3 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-117K- 99.52% |
$9.42M - $9.5M
|
561
$46K
|
|
|
Nov 09, 2023
Q3 2023
|
Pacific Financial Group Inc
|
SELL
|
- |
-118K- 80.83% |
$9.51M - $9.59M
|
28K
$2.29M
|