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
Oct 25, 2023 Q3 2023
Verdence Capital Advisors LLC

Hunt Valley, MD
BUY
 -
4.91K
New
$396K - $400K
4.91K $403K
Oct 17, 2023 Q3 2023
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
4.82K
+ 4.54%
$389K - $392K
111K $9.11M
Oct 19, 2023 Q3 2023
Connecticut Wealth Management, LLC

BUY
 -
4.82K
+ 72.37%
$389K - $392K
11.5K $941K
Nov 08, 2023 Q3 2023
Huntington National Bank

Columbus, OH
BUY
 -
4.8K
+ 1.63%
$387K - $391K
299K $24.5M
Nov 14, 2023 Q3 2023
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
4.72K
+ 33.29%
$381K - $384K
18.9K $1.55M
Oct 17, 2023 Q3 2023
Tpg Financial Advisors, LLC

BUY
 -
4.61K
New
$372K - $375K
4.61K $378K
Nov 09, 2023 Q3 2023
Anchor Capital Advisors LLC

BUY
 -
4.3K
+ 1.77%
$347K - $350K
247K $20.3M
Nov 08, 2023 Q3 2023
Spire Wealth Management

BUY
 -
4.27K
+ 7.03%
$344K - $347K
64.9K $5.32M
Oct 24, 2023 Q3 2023
Independent Advisor Alliance

BUY
 -
4.25K
+ 57.19%
$343K - $346K
11.7K $959K
Nov 13, 2023 Q3 2023
Jaffetilchin Investment Partners, LLC

Tampa, FL
BUY
 -
4.25K
+ 1.39%
$343K - $345K
310K $25.4M
Oct 10, 2023 Q3 2023
Apella Capital, LLC

BUY
 -
4.24K
+ 5.99%
$342K - $345K
75K $6.15M
Nov 02, 2023 Q3 2023
Coldstream Capital Management Inc

BUY
 -
4.16K
+ 11.98%
$336K - $338K
38.9K $3.19M
Oct 25, 2023 Q3 2023
Life Guide Financial Advisors, LLC

BUY
 -
3.95K
+ 19.93%
$319K - $322K
23.8K $1.95M
Oct 19, 2023 Q3 2023
Jmac Enterprises LLC

BUY
 -
3.92K
+ 3.9%
$317K - $319K
105K $8.58M
Oct 10, 2023 Q3 2023
Howard Financial Services, Ltd.

BUY
 -
3.86K
+ 42.01%
$311K - $314K
13K $1.07M
Oct 10, 2023 Q3 2023
Baker Tilly Wealth Management, LLC

BUY
 -
3.85K
+ 42.15%
$311K - $313K
13K $1.07M
Oct 10, 2023 Q3 2023
Chesley Taft & Associates LLC

BUY
 -
3.78K
+ 11.86%
$305K - $308K
35.7K $2.92M
Nov 13, 2023 Q3 2023
Operose Advisors LLC

Milwaukee, WI
BUY
 -
3.78K
New
$305K - $307K
3.78K $310K
Nov 06, 2023 Q3 2023
Kc Investment Advisors, LLC

Wichita, KS
BUY
 -
3.74K
New
$302K - $304K
3.74K $307K
Oct 19, 2023 Q3 2023
Lion Street Advisors, LLC

BUY
 -
3.72K
New
$300K - $303K
3.72K $305K
Nov 07, 2023 Q3 2023
Summit Financial, LLC

Parsippany, NJ
BUY
 -
3.66K
+ 17.61%
$295K - $298K
24.4K $2M
Nov 15, 2023 Q3 2023
Manufacturers Life Insurance Company, The

Toronto, A6
BUY
 -
3.54K
+ 8.13%
$285K - $288K
47K $3.86M
Nov 13, 2023 Q3 2023
Mariner, LLC

Overland Park, KS
BUY
 -
3.53K
+ 1.58%
$285K - $287K
227K $18.6M
Nov 09, 2023 Q3 2023
American Investment Services, Inc.

BUY
 -
3.48K
+ 4.37%
$281K - $283K
83K $6.81M
Nov 14, 2023 Q3 2023
Community Bank, N.A.

BUY
 -
3.47K
New
$280K - $283K
3.47K $285K
Nov 13, 2023 Q3 2023
West Michigan Advisors, LLC

Holland, MI
BUY
 -
3.46K
+ 43.66%
$279K - $282K
11.4K $935K
Oct 23, 2023 Q3 2023
Joel Isaacson & Co., LLC

BUY
 -
3.43K
+ 123.32%
$277K - $279K
6.21K $509K
Oct 13, 2023 Q3 2023
Arkadios Wealth Advisors

BUY
 -
3.41K
+ 66.82%
$275K - $278K
8.51K $698K
Oct 12, 2023 Q3 2023
Wealthcare Capital Management LLC

Richmond, VA
BUY
 -
3.32K
+ 1.9%
$268K - $270K
178K $14.6M
Oct 24, 2023 Q3 2023
Brown Advisory Inc

BUY
 -
3.32K
+ 8.78%
$268K - $270K
41.1K $3.37M
Oct 25, 2023 Q3 2023
Klaas Financial Asset Advisors, LLC

Loves Park, IL
BUY
 -
3.29K
+ 1.79%
$265K - $268K
187K $15.4M
Oct 16, 2023 Q3 2023
Guidance Capital, Inc

Lousville, KY
BUY
 -
3.24K
New
$261K - $263K
3.24K $265K
Dec 01, 2023 Q3 2023
Fortis Group Advisors, LLC

Westwood, NJ
BUY
 -
3.15K
+ 9.08%
$254K - $256K
37.8K $3.1M
Nov 03, 2023 Q3 2023
Lincoln National Corp

BUY
 -
3.11K
+ 73.0%
$251K - $253K
7.37K $605K
Nov 09, 2023 Q3 2023
Ellevest, Inc.

BUY
 -
3.1K
New
$250K - $252K
3.1K $254K
Nov 13, 2023 Q3 2023
Bay Colony Advisory Group, Inc D

BUY
 -
3.09K
New
$250K - $252K
3.09K $254K
Nov 13, 2023 Q3 2023
Km Capital Management Ltd.

Austin, TX
BUY
 -
3.09K
New
$249K - $251K
3.09K $253K
Nov 14, 2023 Q3 2023
Rogco, LP

Claremore, OK
BUY
 -
3.05K
New
$246K - $248K
3.05K $250K
Oct 26, 2023 Q3 2023
Castleview Partners, LLC

Dallas, TX
BUY
 -
3.05K
+ 62.45%
$246K - $248K
7.92K $650K
Oct 31, 2023 Q3 2023
Wolf Group Capital Advisors

BUY
 -
3.04K
+ 4.17%
$245K - $247K
76K $6.23M
Oct 10, 2023 Q3 2023
Magnus Financial Group LLC

New York, NY
BUY
 -
3.01K
+ 17.1%
$243K - $245K
20.6K $1.69M
Nov 14, 2023 Q3 2023
Strategic Investment Solutions, Inc. /Il

Orland Park, IL
BUY
 -
2.98K
+ 6334.04%
$240K - $242K
3.02K $248K
Nov 14, 2023 Q3 2023
Kpp Advisory Services LLC

Louisville, KY
BUY
 -
2.88K
New
$233K - $235K
2.88K $236K
Oct 20, 2023 Q3 2023
Modus Advisors, LLC

BUY
 -
2.88K
+ 4.58%
$232K - $234K
65.8K $5.39M
Nov 01, 2023 Q3 2023
Lowery Thomas, LLC

San Francisco, CA
BUY
 -
2.87K
New
$231K - $233K
2.87K $235K
Nov 15, 2023 Q3 2023
Belpointe Asset Management LLC

BUY
 -
2.84K
+ 19.33%
$229K - $231K
17.5K $1.44M
Nov 06, 2023 Q3 2023
Ifrah Financial Services, Inc.

BUY
 -
2.83K
+ 2.28%
$228K - $230K
127K $10.4M
Feb 14, 2024 Q3 2023
Alternative Investment Advisors, Llc.

Maitland, FL
BUY
 -
2.81K
New
$227K - $229K
2.81K $231K
Nov 03, 2023 Q3 2023
Breakwater Capital Group

Paramus, NJ
BUY
 -
2.81K
New
$227K - $228K
2.81K $230K

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