Purchases and Sales Made in Q3 2023 in Ishares Barclays 1 3 Year Trea (SHY)

SHY Quotes by TradingView

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 08, 2023 Q3 2023
Bbjs Financial Advisors, LLC

Seattle, WA
BUY
 -
75.7K
New
$6.11M - $6.16M
75.7K $6.21M
Nov 14, 2023 Q3 2023
Transamerica Financial Advisors, Inc.

Clearwater, FL
BUY
 -
70.7K
+ 7178.38%
$5.71M - $5.75M
71.7K $5.88M
Nov 14, 2023 Q3 2023
Axxcess Wealth Management, LLC

Carlsbad, CA
BUY
 -
69.3K
+ 61.9%
$5.6M - $5.64M
181K $14.9M
Nov 07, 2023 Q3 2023
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
68.9K
+ 134.39%
$5.56M - $5.61M
120K $9.85M
Nov 07, 2023 Q3 2023
Atria Investments LLC

Charlotte, NC
BUY
 -
64K
+ 96.79%
$5.16M - $5.21M
130K $10.7M
Nov 06, 2023 Q3 2023
Carr Financial Group Corp

Worcester, MA
BUY
 -
61.9K
+ 79.25%
$5M - $5.04M
140K $11.5M
Nov 14, 2023 Q3 2023
Insight 2811, Inc.

Chicago, IL
BUY
 -
60.2K
+ 13.83%
$4.86M - $4.9M
495K $40.6M
Nov 14, 2023 Q3 2023
Liquid Strategies, LLC

Atlanta, GA
BUY
 -
58.5K
+ 417700.0%
$4.72M - $4.76M
58.5K $4.8M
Nov 13, 2023 Q3 2023
North Crest Asset Manangement, LLC

BUY
 -
56.1K
New
$4.53M - $4.56M
56.1K $4.6M
Oct 05, 2023 Q3 2023
Almanack Investment Partners, Llc.

Wayne, PA
BUY
 -
53.9K
+ 440.15%
$4.35M - $4.39M
66.2K $5.43M
Nov 14, 2023 Q3 2023
Ascent Group, LLC

BUY
 -
44.5K
+ 86.28%
$3.59M - $3.62M
96.1K $7.89M
Nov 13, 2023 Q3 2023
Alterna Wealth Management, Inc

Houston, TX
BUY
 -
43.6K
+ 73.04%
$3.52M - $3.55M
103K $8.48M
Oct 26, 2023 Q3 2023
Mirae Asset Global Investments Co., Ltd.

BUY
 -
43.1K
+ 26.5%
$3.48M - $3.51M
206K $16.9M
Nov 13, 2023 Q3 2023
Element Pointe Advisors, LLC

Miami, FL
BUY
 -
41.4K
+ 7.25%
$3.34M - $3.37M
613K $50.3M
Apr 24, 2024 Q3 2023
Bulltick Wealth Management, LLC

Miami, FL
BUY
 -
41.2K
+ 314.26%
$3.33M - $3.36M
54.4K $4.46M
Oct 12, 2023 Q3 2023
Advisor Net Financial, Inc

BUY
 -
40.6K
+ 450.21%
$3.28M - $3.3M
49.6K $4.07M
Nov 14, 2023 Q3 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
40.5K
+ 229.37%
$3.27M - $3.29M
58.1K $4.77M
Nov 14, 2023 Q3 2023
Parkwood LLC

Cleveland, OH
BUY
 -
40K
+ 42.11%
$3.23M - $3.26M
135K $11.1M
Oct 30, 2023 Q3 2023
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
39.7K
+ 576.8%
$3.2M - $3.23M
46.6K $3.82M
Nov 14, 2023 Q3 2023
Hamilton Wealth, LLC

BUY
 -
38K
+ 345.61%
$3.07M - $3.1M
49K $4.02M
Oct 12, 2023 Q3 2023
Single Point Partners, LLC

BUY
 -
37.8K
New
$3.05M - $3.07M
37.8K $3.1M
Nov 03, 2023 Q3 2023
America First Investment Advisors, LLC

BUY
 -
37.7K
+ 11.73%
$3.04M - $3.06M
359K $29.4M
Oct 30, 2023 Q3 2023
Private Management Group Inc

BUY
 -
37.7K
+ 23.62%
$3.04M - $3.06M
197K $16.2M
Nov 06, 2023 Q3 2023
Matson Money. Inc.

BUY
 -
36.7K
+ 2.73%
$2.96M - $2.99M
1.38M $113M
Oct 10, 2023 Q3 2023
Quent Capital, LLC

BUY
 -
34.8K
+ 15.58%
$2.81M - $2.83M
258K $21.2M
Jun 14, 2024 Q3 2023
Quent Capital, LLC

BUY
 -
34.8K
+ 15.58%
$2.81M - $2.83M
258K $21.2M
Nov 01, 2023 Q3 2023
Csenge Advisory Group

BUY
 -
34.6K
+ 292.52%
$2.79M - $2.82M
46.5K $3.81M
Nov 07, 2023 Q3 2023
Dorsey Wright & Associates

BUY
 -
33.8K
New
$2.73M - $2.75M
33.8K $2.77M
Dec 06, 2023 Q3 2023
Vision Point Advisory Group, LLC

Dallas, TX
BUY
 -
33.4K
+ 23.36%
$2.69M - $2.72M
176K $14.5M
Nov 02, 2023 Q3 2023
Benedetti & Gucer, Inc.

BUY
 -
32.3K
+ 23.59%
$2.61M - $2.63M
169K $13.9M
Aug 16, 2024 Q3 2023
Td Private Client Wealth LLC

New York, NY
BUY
 -
32.1K
+ 3.1%
$2.59M - $2.61M
1.07M $87.7M
Nov 07, 2023 Q3 2023
Financial Counselors Inc

BUY
 -
30.2K
New
$2.44M - $2.46M
30.2K $2.48M
Nov 14, 2023 Q3 2023
Pine Bridge Investments, L.P.

BUY
 -
30K
+ 0.79%
$2.42M - $2.44M
3.81M $313M
Oct 12, 2023 Q3 2023
Granite Bay Wealth Management, LLC

BUY
 -
29.1K
New
$2.35M - $2.37M
29.1K $2.39M
Oct 12, 2023 Q3 2023
New Capital Management LP

BUY
 -
27.8K
+ 28.96%
$2.24M - $2.26M
124K $10.1M
Nov 14, 2023 Q3 2023
Alliancebernstein L.P.

New York, NY
BUY
 -
27.4K
+ 4.85%
$2.21M - $2.23M
592K $48.6M
Nov 14, 2023 Q3 2023
Private Portfolio Partners LLC

BUY
 -
27.2K
+ 138.37%
$2.19M - $2.21M
46.8K $3.84M
Nov 13, 2023 Q3 2023
Personal Cfo Solutions, LLC

BUY
 -
25.9K
+ 371.35%
$2.09M - $2.1M
32.8K $2.69M
Oct 10, 2023 Q3 2023
Verum Partners LLC

Charlotte, NC
BUY
 -
25.8K
New
$2.09M - $2.1M
25.8K $2.12M
Nov 15, 2023 Q3 2023
Crestwood Advisors Group LLC

BUY
 -
25.1K
+ 535.6%
$2.02M - $2.04M
29.7K $2.44M
Oct 16, 2023 Q3 2023
Trilogy Capital Inc.

BUY
 -
24.5K
+ 184.9%
$1.98M - $2M
37.8K $3.1M
Nov 13, 2023 Q3 2023
Prudential Financial Inc

Newark, NJ
BUY
 -
24.4K
+ 26.91%
$1.97M - $1.98M
115K $9.42M
Nov 09, 2023 Q3 2023
Axs Investments LLC

Port Chester, NY
BUY
 -
23K
New
$1.86M - $1.87M
23K $1.89M
Oct 25, 2023 Q3 2023
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
22.9K
+ 387.96%
$1.85M - $1.86M
28.8K $2.36M
Nov 20, 2023 Q3 2023
Tompkins Financial Corp

BUY
 -
22.7K
+ 121.83%
$1.84M - $1.85M
41.4K $3.4M
Oct 13, 2023 Q3 2023
Key Bridge Compliance, LLC

Covington, KY
BUY
 -
22.4K
New
$1.81M - $1.82M
22.4K $1.84M
Nov 14, 2023 Q3 2023
Arrow Investment Advisors, LLC

Laurel, MD
BUY
 -
22.2K
New
$1.79M - $1.81M
22.2K $1.82M
Nov 14, 2023 Q3 2023
Becker Capital Management Inc

BUY
 -
22.2K
+ 33.33%
$1.79M - $1.81M
88.9K $7.29M
Nov 09, 2023 Q3 2023
Rational Advisors LLC

Huntington, NY
BUY
 -
22.1K
+ 93.08%
$1.78M - $1.8M
45.9K $3.76M

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