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 14, 2023 Q3 2023
Guggenheim Capital LLC

Chicago, IL
BUY
 -
22K
+ 17.45%
$1.77M - $1.79M
148K $12.1M
Nov 13, 2023 Q3 2023
Centaurus Financial, Inc.

BUY
 -
21.4K
+ 535.84%
$1.73M - $1.74M
25.4K $2.08M
Nov 08, 2023 Q3 2023
Penobscot Investment Management Company, Inc.

Boston, MA
BUY
 -
21.4K
New
$1.73M - $1.74M
21.4K $1.75M
Nov 14, 2023 Q3 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
21.3K
+ 0.62%
$1.72M - $1.73M
3.46M $284M
Oct 24, 2023 Q3 2023
North Rock Partners, LLC

BUY
 -
21.2K
New
$1.71M - $1.72M
21.2K $1.74M
Nov 13, 2023 Q3 2023
Robertson Stephens Wealth Management, LLC

San Francisco, CA
BUY
 -
20.8K
+ 9.95%
$1.68M - $1.69M
229K $18.8M
Oct 12, 2023 Q3 2023
Fifth Third Securities, Inc.

BUY
 -
20.4K
+ 47.99%
$1.65M - $1.66M
63K $5.17M
Oct 30, 2023 Q3 2023
First Purpose Wealth LLC

BUY
 -
20.1K
New
$1.62M - $1.63M
20.1K $1.65M
Oct 11, 2023 Q3 2023
Geneos Wealth Management Inc.

BUY
 -
19.3K
+ 56.17%
$1.56M - $1.57M
53.7K $4.41M
Oct 13, 2023 Q3 2023
Great Point Wealth Advisors, LLC

Boston, MA
BUY
 -
19.2K
+ 9.36%
$1.55M - $1.56M
224K $18.4M
Nov 08, 2023 Q3 2023
Pine Valley Investments LTD Liability CO

Marlton, NJ
BUY
 -
18.7K
New
$1.51M - $1.52M
18.7K $1.53M
Nov 13, 2023 Q3 2023
Alpha Centric Advisors LLC

San Juan, PR
BUY
 -
18.4K
+ 68.66%
$1.48M - $1.5M
45.2K $3.71M
Nov 30, 2023 Q3 2023
Modera Wealth Management, LLC

BUY
 -
18.3K
New
$1.47M - $1.49M
18.3K $1.5M
Oct 23, 2023 Q3 2023
Vicus Capital

State College, PA
BUY
 -
18.2K
+ 122.42%
$1.47M - $1.48M
33.1K $2.71M
Nov 03, 2023 Q3 2023
Pinnacle Financial Partners Inc

BUY
 -
18.1K
+ 2.84%
$1.46M - $1.48M
658K $53.9M
Nov 14, 2023 Q3 2023
Vanguard Group Inc

Valley Forge, PA
BUY
 -
17.6K
New
$1.42M - $1.43M
17.6K $1.45M
Oct 31, 2023 Q3 2023
Beacon Investment Advisory Services, Inc.

BUY
 -
17.2K
+ 2.03%
$1.38M - $1.4M
864K $70.8M
Nov 13, 2023 Q3 2023
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
16.2K
+ 14.38%
$1.31M - $1.32M
129K $10.6M
Oct 10, 2023 Q3 2023
First Community Trust Na

BUY
 -
16.1K
New
$1.3M - $1.31M
16.1K $1.32M
Nov 08, 2023 Q3 2023
St. James Investment Company, LLC

BUY
 -
16.1K
New
$1.3M - $1.31M
16.1K $1.32M
Nov 13, 2023 Q3 2023
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
16K
+ 5.39%
$1.29M - $1.3M
313K $25.7M
Nov 16, 2023 Q3 2023
Sky View Investment Advisors, LLC

Shrewsbury, NJ
BUY
 -
16K
+ 16.84%
$1.29M - $1.3M
111K $9.11M
Nov 14, 2023 Q3 2023
Wick Capital Partners, LLC

Wayne, PA
BUY
 -
15.9K
New
$1.29M - $1.3M
15.9K $1.31M
Oct 11, 2023 Q3 2023
Cwm, LLC

BUY
 -
15.9K
+ 17.29%
$1.28M - $1.3M
108K $8.86M
Nov 13, 2023 Q3 2023
Dfpg Investments, LLC

BUY
 -
15.1K
+ 23.99%
$1.22M - $1.23M
78.1K $6.41M
Oct 24, 2023 Q3 2023
Woodmont Investment Counsel LLC

Nashville, TN
BUY
 -
15K
+ 70.87%
$1.21M - $1.22M
36.1K $2.96M
Oct 10, 2023 Q3 2023
Fortem Financial Group, LLC

BUY
 -
14.8K
+ 28.95%
$1.2M - $1.2M
66K $5.41M
Nov 13, 2023 Q3 2023
Salomon & Ludwin, LLC

BUY
 -
14.5K
+ 203.18%
$1.17M - $1.18M
21.6K $1.77M
Oct 25, 2023 Q3 2023
Veracity Capital LLC

BUY
 -
13.7K
+ 171.42%
$1.11M - $1.12M
21.7K $1.78M
Oct 11, 2023 Q3 2023
Mbl Wealth, LLC

Charlotte, NC
BUY
 -
13.3K
+ 7.14%
$1.08M - $1.09M
200K $16.4M
Nov 14, 2023 Q3 2023
Lazard Asset Management LLC

New York, NY
BUY
 -
12.8K
+ 188.14%
$1.04M - $1.04M
19.7K $1.61M
Oct 18, 2023 Q3 2023
Whitcomb & Hess, Inc.

BUY
 -
12.8K
+ 198.74%
$1.03M - $1.04M
19.2K $1.58M
Nov 01, 2023 Q3 2023
Mgo Private Wealth, LLC

Irvine, CA
BUY
 -
12.7K
New
$1.02M - $1.03M
12.7K $1.04M
Nov 30, 2023 Q3 2023
Fidelity D & D Bancorp Inc

Dunmore, PA
BUY
 -
12.2K
New
$989K - $997K
12.2K $1M
Oct 27, 2023 Q3 2023
First Horizon Advisors, Inc.

BUY
 -
11.7K
+ 139.41%
$946K - $954K
20.1K $1.65M
Oct 26, 2023 Q3 2023
Ironwood Wealth Management, Llc.

BUY
 -
11.7K
New
$945K - $953K
11.7K $961K
Nov 13, 2023 Q3 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
11.7K
New
$943K - $950K
11.7K $958K
Nov 13, 2023 Q3 2023
Plan Group Financial, LLC

Oklahoma City, OK
BUY
 -
11.6K
New
$940K - $948K
11.6K $955K
Oct 30, 2023 Q3 2023
Spreng Capital Management, Inc.

BUY
 -
11.5K
+ 70.95%
$926K - $934K
27.6K $2.27M
Nov 15, 2023 Q3 2023
Gts Securities LLC

New York, NY
BUY
 -
11.3K
New
$914K - $922K
11.3K $929K
Nov 14, 2023 Q3 2023
Vivaldi Capital Management LP

Chicago, IL
BUY
 -
11.3K
+ 7.69%
$914K - $921K
159K $13M
Oct 10, 2023 Q3 2023
Ameliora Wealth Management Ltd.

Zurich, V8
BUY
 -
11.2K
+ 21.77%
$905K - $912K
62.7K $5.14M
Nov 13, 2023 Q3 2023
Ifg Advisory, LLC

BUY
 -
10.9K
New
$882K - $890K
10.9K $897K
Nov 03, 2023 Q3 2023
Nbc Securities, Inc.

Birmingham, AL
BUY
 -
10.4K
New
$842K - $849K
10.4K $856K
Nov 07, 2023 Q3 2023
Oppenheimer & CO Inc

New York, NY
BUY
 -
10.4K
+ 6.77%
$836K - $842K
163K $13.4M
Nov 13, 2023 Q3 2023
Midwest Professional Planners, Ltd.

Wausau, WI
BUY
 -
10.3K
+ 29.31%
$835K - $842K
45.6K $3.74M
Nov 14, 2023 Q3 2023
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
10.2K
+ 35.55%
$826K - $833K
39K $3.2M
Oct 23, 2023 Q3 2023
Dakota Wealth Management

BUY
 -
10.2K
+ 9.61%
$822K - $829K
116K $9.53M
Oct 13, 2023 Q3 2023
Insight Wealth Strategies, LLC

San Ramon, CA
BUY
 -
10.2K
+ 18.06%
$822K - $828K
66.5K $5.46M

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