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 31, 2023 Q3 2023
Eley Financial Management, Inc

South Burlington, VT
BUY
 -
2.77K
+ 2.7%
$224K - $226K
105K $8.64M
Nov 14, 2023 Q3 2023
Prosperitas Financial LLC

Valencia, CA
BUY
 -
2.73K
New
$220K - $222K
2.73K $224K
Oct 10, 2023 Q3 2023
Strong Box Wealth, LLC

BUY
 -
2.73K
+ 5.02%
$220K - $222K
57K $4.67M
Oct 11, 2023 Q3 2023
Independent Wealth Network Inc.

BUY
 -
2.71K
+ 12.62%
$219K - $221K
24.2K $1.98M
Oct 20, 2023 Q3 2023
Hemington Wealth Management

BUY
 -
2.7K
New
$218K - $220K
2.7K $222K
Nov 14, 2023 Q3 2023
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
2.7K
+ 10.55%
$218K - $220K
28.3K $2.32M
Nov 07, 2023 Q3 2023
Addison Advisors LLC

BUY
 -
2.62K
New
$211K - $213K
2.62K $215K
Oct 26, 2023 Q3 2023
Park Avenue Securities LLC

BUY
 -
2.59K
+ 5.75%
$209K - $211K
47.6K $3.91M
Oct 20, 2023 Q3 2023
Highview Capital Management LLC

BUY
 -
2.58K
New
$208K - $210K
2.58K $212K
Oct 24, 2023 Q3 2023
Stratos Wealth Advisors, LLC

BUY
 -
2.53K
+ 20.7%
$204K - $206K
14.8K $1.21M
Nov 13, 2023 Q3 2023
Russell Investments Group, Ltd.

BUY
 -
2.47K
+ 4.06%
$199K - $201K
63.2K $5.19M
Oct 27, 2023 Q3 2023
Smith, Salley & Associates

BUY
 -
2.41K
+ 10.24%
$195K - $196K
26K $2.13M
Oct 05, 2023 Q3 2023
Bay Rivers Group

BUY
 -
2.25K
+ 6.27%
$182K - $183K
38.2K $3.13M
Nov 14, 2023 Q3 2023
Crabel Capital Management, LLC

Milwaukee, WI
BUY
 -
2.25K
+ 15.89%
$181K - $183K
16.4K $1.34M
Nov 13, 2023 Q3 2023
Northern Trust Corp

Chicago, IL
BUY
 -
2.24K
+ 7.64%
$181K - $182K
31.6K $2.59M
Oct 20, 2023 Q3 2023
Kathleen S. Wright Associates Inc.

BUY
 -
2.23K
+ 26.79%
$180K - $181K
10.5K $864K
Nov 13, 2023 Q3 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
2.21K
+ 78.66%
$179K - $180K
5.02K $412K
Oct 27, 2023 Q3 2023
Dt Investment Partners, LLC

BUY
 -
2.16K
+ 1.85%
$174K - $176K
119K $9.75M
Nov 13, 2023 Q3 2023
Chicago Wealth Management, Inc.

Chicago, IL
BUY
 -
2.15K
+ 81.82%
$174K - $175K
4.78K $392K
Nov 09, 2023 Q3 2023
Wescott Financial Advisory Group, LLC

BUY
 -
2.06K
+ 6.88%
$167K - $168K
32.1K $2.63M
Oct 20, 2023 Q3 2023
Lake Street Financial LLC

BUY
 -
2.06K
+ 31.36%
$166K - $167K
8.61K $706K
Oct 11, 2023 Q3 2023
Smith Anglin Financial, LLC

BUY
 -
2.03K
+ 1.39%
$164K - $165K
148K $12.1M
Oct 12, 2023 Q3 2023
Slate Stone Wealth, LLC

BUY
 -
1.99K
+ 66.32%
$161K - $162K
4.99K $409K
Nov 09, 2023 Q3 2023
Betterment LLC

New York, NY
BUY
 -
1.93K
+ 12.3%
$156K - $157K
17.6K $1.45M
Nov 29, 2023 Q3 2023
Alamar Capital Management, LLC

BUY
 -
1.93K
+ 13.26%
$155K - $157K
16.4K $1.35M
Oct 26, 2023 Q3 2023
Nbt Bank N A

BUY
 -
1.92K
+ 9.17%
$155K - $156K
22.8K $1.87M
Oct 10, 2023 Q3 2023
Carnegie Capital Asset Management, LLC

BUY
 -
1.81K
+ 14.25%
$146K - $147K
14.5K $1.19M
Nov 22, 2023 Q3 2023
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
1.79K
New
$145K - $146K
1.79K $147K
Nov 21, 2023 Q3 2023
Rooted Wealth Advisors, Inc.

Bourbonnais, IL
BUY
 -
1.77K
+ 13.01%
$143K - $144K
15.3K $1.26M
Oct 25, 2023 Q3 2023
Beacon Financial Advisory LLC

BUY
 -
1.76K
+ 40.05%
$142K - $143K
6.15K $505K
Oct 27, 2023 Q3 2023
Brady Family Wealth, LLC

Saint Louis, MO
BUY
 -
1.75K
+ 5.2%
$142K - $143K
35.5K $2.91M
Oct 23, 2023 Q3 2023
Tria Gen Wealth Management LLC

BUY
 -
1.75K
+ 6.75%
$141K - $143K
27.7K $2.27M
Oct 10, 2023 Q3 2023
Beacon Wealthcare LLC

Raleigh, NC
BUY
 -
1.74K
+ 8.98%
$141K - $142K
21.2K $1.74M
Oct 26, 2023 Q3 2023
Beam Wealth Advisors, Inc.

BUY
 -
1.74K
+ 1.35%
$141K - $142K
131K $10.7M
Nov 08, 2023 Q3 2023
Davidson Investment Advisors

BUY
 -
1.73K
New
$140K - $141K
1.73K $142K
Oct 18, 2023 Q3 2023
Secure Asset Management, LLC

BUY
 -
1.72K
+ 30.32%
$138K - $140K
7.37K $605K
Nov 15, 2023 Q3 2023
Bryn Mawr Trust CO

Bryn Mawr, PA
BUY
 -
1.65K
+ 22.18%
$133K - $134K
9.07K $744K
Nov 06, 2023 Q3 2023
Buck Wealth Strategies, LLC

Denver, CO
BUY
 -
1.65K
New
$133K - $134K
1.65K $135K
Nov 07, 2023 Q3 2023
Oppenheimer Asset Management Inc.

New York, NY
BUY
 -
1.62K
+ 1.57%
$131K - $132K
105K $8.61M
Nov 01, 2023 Q3 2023
Roble, Belko & Company, Inc

Sewickley, PA
BUY
 -
1.57K
New
$127K - $128K
1.57K $129K
Nov 13, 2023 Q3 2023
Cadence Bank

Tupelo, MS
BUY
 -
1.51K
+ 23.87%
$122K - $123K
7.85K $644K
Nov 07, 2023 Q3 2023
Clientfirst Wealth Management, LLC

Little Rock, AR
BUY
 -
1.5K
+ 12.84%
$121K - $122K
13.1K $1.08M
Oct 19, 2023 Q3 2023
Blue Fin Capital, Inc.

BUY
 -
1.47K
+ 6.68%
$119K - $120K
23.5K $1.93M
Nov 01, 2023 Q3 2023
Trifecta Capital Advisors, LLC

Northbrook, IL
BUY
 -
1.44K
New
$116K - $117K
1.44K $118K
Nov 13, 2023 Q3 2023
Resurgent Financial Advisors LLC

Atlanta, GA
BUY
 -
1.38K
+ 301.54%
$111K - $112K
1.83K $150K
Nov 07, 2023 Q3 2023
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
1.35K
+ 2.39%
$109K - $110K
57.9K $4.75M
Oct 18, 2023 Q3 2023
Greenwood Capital Associates LLC

Greenwood, SC
BUY
 -
1.27K
+ 0.99%
$103K - $104K
130K $10.6M
Nov 14, 2023 Q3 2023
Cambridge Associates LLC

Boston, MA
BUY
 -
1.27K
+ 3.46%
$103K - $104K
38.1K $3.12M
Nov 08, 2023 Q3 2023
Element Wealth, LLC

BUY
 -
1.27K
+ 7.85%
$103K - $103K
17.5K $1.43M

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