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 13, 2023 Q3 2023
Ken Fisher Fisher Asset Management, LLC | Camas, Wa
BUY
 -
10.1K
+ 7.96%
$812K - $819K
136K $11.2M
Oct 30, 2023 Q3 2023
Cambiar Investors LLC

BUY
 -
10.1K
+ 12.97%
$811K - $818K
87.6K $7.18M
Oct 11, 2023 Q3 2023
Zhang Financial LLC

BUY
 -
9.85K
+ 43.55%
$795K - $801K
32.5K $2.66M
Nov 02, 2023 Q3 2023
Compass Ion Advisors, LLC

BUY
 -
9.52K
New
$768K - $775K
9.52K $781K
Oct 31, 2023 Q3 2023
Sterling Manor Financial, LLC

BUY
 -
9.28K
+ 47.26%
$749K - $755K
28.9K $2.37M
Oct 13, 2023 Q3 2023
Global Retirement Partners, LLC

BUY
 -
9.27K
+ 33.44%
$748K - $754K
37K $3.03M
Nov 13, 2023 Q3 2023
Bank Of Hawaii

Honolulu, HI
BUY
 -
9.16K
New
$739K - $746K
9.16K $752K
Oct 20, 2023 Q3 2023
Golden State Equity Partners

South Coast Metro, CA
BUY
 -
9.04K
+ 64.87%
$730K - $736K
23K $1.89M
Oct 18, 2023 Q3 2023
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
8.86K
+ 142.06%
$715K - $721K
15.1K $1.24M
Nov 09, 2023 Q3 2023
Haverford Trust CO

Radnor, PA
BUY
 -
8.69K
+ 3.7%
$702K - $707K
244K $20M
Oct 16, 2023 Q3 2023
Buttonwood Financial Advisors Inc.

BUY
 -
8.39K
+ 23.91%
$677K - $683K
43.5K $3.57M
Nov 13, 2023 Q3 2023
Continuum Advisory, LLC

Eagle, ID
BUY
 -
8.24K
+ 8.75%
$665K - $671K
102K $8.4M
Nov 09, 2023 Q3 2023
Watchman Group, Inc.

Plano, TX
BUY
 -
8.2K
New
$662K - $667K
8.2K $673K
Oct 17, 2023 Q3 2023
Romano Brothers And Company

Evanston, IL
BUY
 -
8.13K
+ 266.43%
$656K - $661K
11.2K $917K
Nov 16, 2023 Q3 2023
Integrated Advisors Network LLC

Palos Verdes Estates, CA
BUY
 -
8.01K
+ 5.88%
$646K - $652K
144K $11.8M
Nov 09, 2023 Q3 2023
Strategy Asset Managers LLC

BUY
 -
7.9K
+ 35.35%
$638K - $643K
30.3K $2.48M
Nov 13, 2023 Q3 2023
Eagle Asset Management Inc

St Petersburg, FL
BUY
 -
7.82K
+ 61.67%
$631K - $637K
20.5K $1.68M
Oct 10, 2023 Q3 2023
Stolper CO

BUY
 -
7.77K
New
$627K - $632K
7.77K $637K
Jun 03, 2024 Q3 2023
Vontobel Holding Ltd.

BUY
 -
7.64K
+ 38.93%
$617K - $622K
27.3K $2.24M
Oct 10, 2023 Q3 2023
Vontobel Holding Ltd.

BUY
 -
7.64K
+ 38.93%
$617K - $622K
27.3K $2.24M
Nov 14, 2023 Q3 2023
Colony Group LLC

Boston, MA
BUY
 -
7.43K
+ 13.37%
$599K - $604K
63K $5.17M
Oct 25, 2023 Q3 2023
Professional Financial Advisors, LLC

BUY
 -
7.37K
New
$595K - $600K
7.37K $605K
Oct 10, 2023 Q3 2023
Symmetry Partners, LLC

BUY
 -
7.09K
+ 10.84%
$572K - $577K
72.5K $5.95M
Oct 10, 2023 Q3 2023
Drive Wealth Management, LLC

Lehi, UT
BUY
 -
7.05K
+ 40.18%
$569K - $574K
24.6K $2.02M
Oct 23, 2023 Q3 2023
Atlas Private Wealth Management

BUY
 -
6.94K
+ 7.63%
$560K - $564K
97.8K $8.02M
Oct 17, 2023 Q3 2023
Riverview Trust CO

BUY
 -
6.86K
New
$553K - $558K
6.86K $562K
Nov 01, 2023 Q3 2023
Lifeworks Advisors, LLC

Grand Rapids, MI
BUY
 -
6.76K
New
$546K - $550K
6.76K $555K
Oct 11, 2023 Q3 2023
Acropolis Investment Management, LLC

BUY
 -
6.75K
+ 134.4%
$545K - $549K
11.8K $965K
Oct 13, 2023 Q3 2023
One Ascent Financial Services LLC

Birmingham, AL
BUY
 -
6.65K
New
$537K - $542K
6.65K $546K
Nov 06, 2023 Q3 2023
Starfox Financial Services, LLC

The Woodlands, TX
BUY
 -
6.58K
+ 4.97%
$531K - $536K
139K $11.4M
Nov 14, 2023 Q3 2023
Laurel Wealth Advisors LLC

Charlotte, NC
BUY
 -
6.56K
+ 26.69%
$529K - $533K
31.1K $2.55M
Nov 01, 2023 Q3 2023
Retirement Income Solutions, Inc

Ann Arbor, MI
BUY
 -
6.54K
+ 15.5%
$528K - $532K
48.7K $4M
Nov 08, 2023 Q3 2023
Shayne & Co., LLC

BUY
 -
6.48K
New
$523K - $527K
6.48K $532K
Nov 13, 2023 Q3 2023
Acorns Advisers, LLC

Irvine, CA
BUY
 -
6.44K
+ 4.4%
$520K - $524K
153K $12.5M
Nov 14, 2023 Q3 2023
United Community Bank

Greenville, SC
BUY
 -
6.3K
New
$508K - $512K
6.3K $516K
Nov 14, 2023 Q3 2023
Waterloo Capital, L.P.

Austin, TX
BUY
 -
6.06K
New
$489K - $493K
6.06K $497K
Oct 17, 2023 Q3 2023
Flagship Harbor Advisors, LLC

BUY
 -
5.9K
New
$476K - $480K
5.9K $484K
Nov 13, 2023 Q3 2023
Cibc Private Wealth Group, LLC

BUY
 -
5.75K
New
$464K - $468K
5.75K $472K
Oct 23, 2023 Q3 2023
Birchcreek Wealth Management, LLC

Miami Township, OH
BUY
 -
5.44K
+ 6.19%
$439K - $443K
93.3K $7.65M
Oct 16, 2023 Q3 2023
Legacy Capital Wealth Partners, LLC

Little Rock, AR
BUY
 -
5.43K
New
$438K - $441K
5.43K $445K
Oct 13, 2023 Q3 2023
Ritholtz Wealth Management

BUY
 -
5.4K
+ 5.17%
$436K - $439K
110K $9.01M
Oct 30, 2023 Q3 2023
Perfromance Wealth Partners, LLC

BUY
 -
5.34K
+ 11.21%
$431K - $434K
53K $4.34M
Oct 23, 2023 Q3 2023
Kingswood Wealth Advisors, LLC

San Diego, CA
BUY
 -
5.3K
New
$428K - $431K
5.3K $435K
Nov 13, 2023 Q3 2023
Samalin Investment Counsel, LLC

Chappaqua, NY
BUY
 -
5.29K
+ 23.73%
$427K - $430K
27.6K $2.26M
Oct 13, 2023 Q3 2023
Financial Management Professionals, Inc.

BUY
 -
5.24K
+ 105.37%
$423K - $426K
10.2K $838K
Nov 09, 2023 Q3 2023
Kovitz Investment Group Partners, LLC

BUY
 -
5.19K
+ 20.5%
$419K - $422K
30.5K $2.5M
Nov 06, 2023 Q3 2023
Fermata Advisors, LLC

Sonoma, CA
BUY
 -
5.07K
New
$409K - $413K
5.07K $416K
Oct 25, 2023 Q3 2023
Kfa Private Wealth Group, LLC

BUY
 -
5.01K
+ 2.52%
$404K - $407K
204K $16.7M
Nov 15, 2023 Q3 2023
Wealth Plan Investment Management, LLC

Omaha, NE
BUY
 -
4.93K
New
$398K - $401K
4.93K $404K

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