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 20, 2023 Q3 2023
One Day In July LLC

BUY
 -
1.26K
+ 2.68%
$101K - $102K
48K $3.94M
Nov 14, 2023 Q3 2023
State Street Corp

Boston, MA
BUY
 -
1.2K
+ 2.85%
$96.9K - $97.7K
43.4K $3.56M
Oct 18, 2023 Q3 2023
Ballast, Inc.

BUY
 -
1.18K
+ 0.7%
$95.2K - $95.9K
170K $13.9M
Oct 18, 2023 Q3 2023
Spectrum Asset Management, Inc.

BUY
 -
1.18K
+ 39.17%
$94.8K - $95.6K
4.18K $342K
Oct 18, 2023 Q3 2023
Cahaba Wealth Management, Inc.

BUY
 -
1.16K
+ 5.16%
$93.7K - $94.5K
23.7K $1.94M
Nov 03, 2023 Q3 2023
Schwarz Dygos Wheeler Investment Advisors LLC

Minneapolis, MN
BUY
 -
1.11K
+ 21.34%
$89.3K - $90.1K
6.3K $516K
Nov 03, 2023 Q3 2023
Berger Financial Group, Inc

Plymouth, MN
BUY
 -
1.06K
+ 18.02%
$85.5K - $86.2K
6.94K $569K
Nov 13, 2023 Q3 2023
Towercrest Capital Management

Newtown, PA
BUY
 -
1.06K
+ 3.71%
$85.4K - $86.1K
29.6K $2.43M
Nov 13, 2023 Q3 2023
Roundview Capital LLC

Princeton, NJ
BUY
 -
1.04K
+ 34.4%
$84.2K - $84.9K
4.08K $334K
Nov 07, 2023 Q3 2023
Chartwell Investment Partners, LLC

BUY
 -
1.04K
+ 6.73%
$83.9K - $84.6K
16.5K $1.35M
Nov 03, 2023 Q3 2023
Column Capital Advisors, LLC

BUY
 -
995
+ 6.13%
$80.3K - $81K
17.2K $1.41M
Nov 06, 2023 Q3 2023
Pfg Investments, LLC

Woodbury, NY
BUY
 -
988
+ 11.48%
$79.7K - $80.4K
9.6K $787K
Oct 25, 2023 Q3 2023
ETF Store, Inc.

BUY
 -
982
+ 15.85%
$79.3K - $79.9K
7.18K $589K
Oct 27, 2023 Q3 2023
Hudson Capital Management LLC

BUY
 -
981
+ 38.56%
$79.2K - $79.8K
3.53K $289K
Oct 17, 2023 Q3 2023
Davenport & CO LLC

BUY
 -
970
+ 7.38%
$78.3K - $78.9K
14.1K $1.16M
Nov 03, 2023 Q3 2023
Camden National Bank

Camden, ME
BUY
 -
964
+ 1.11%
$77.8K - $78.5K
88K $7.22M
Nov 08, 2023 Q3 2023
Argent Advisors, Inc.

Monroe, LA
BUY
 -
948
+ 0.69%
$76.5K - $77.1K
139K $11.4M
Nov 13, 2023 Q3 2023
Level Four Advisory Services, LLC

Dallas, TX
BUY
 -
941
+ 8.21%
$75.9K - $76.6K
12.4K $1.02M
Nov 07, 2023 Q3 2023
Auxano Advisors, LLC

BUY
 -
934
+ 1.06%
$75.4K - $76K
88.8K $7.29M
Nov 14, 2023 Q3 2023
Ironwood Investment Counsel, LLC

BUY
 -
901
+ 3.44%
$72.7K - $73.3K
27.1K $2.22M
Oct 26, 2023 Q3 2023
Dmg Group, LLC

Birmingham, AL
BUY
 -
900
+ 15.64%
$72.6K - $73.2K
6.66K $546K
Apr 16, 2024 Q3 2023
Arrowroot Family Office, LLC

Marina Del Rey, CA
BUY
 -
877
+ 3.81%
$70.8K - $71.4K
23.9K $1.96M
Nov 09, 2023 Q3 2023
Syverson Strege & CO

West Des Moines, IA
BUY
 -
871
+ 14.12%
$70.3K - $70.9K
7.04K $577K
Oct 16, 2023 Q3 2023
Onyx Bridge Wealth Group LLC

BUY
 -
871
+ 12.75%
$70.3K - $70.9K
7.7K $632K
Nov 09, 2023 Q3 2023
White Pine Capital LLC

Golden Valley, MN
BUY
 -
870
+ 6.7%
$70.2K - $70.8K
13.8K $1.14M
Oct 30, 2023 Q3 2023
Congress Wealth Management LLC

Boston, MA
BUY
 -
862
+ 3.63%
$69.6K - $70.1K
24.6K $2.02M
Nov 14, 2023 Q3 2023
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
859
+ 1.94%
$69.3K - $69.9K
45.1K $3.7M
Nov 13, 2023 Q3 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
858
+ 4.48%
$69.2K - $69.8K
20K $1.64M
Oct 26, 2023 Q3 2023
Cabot Wealth Management Inc

BUY
 -
845
+ 0.64%
$68.2K - $68.8K
132K $10.9M
Nov 09, 2023 Q3 2023
Oliver Luxxe Assets LLC

Gladstone, NJ
BUY
 -
819
+ 12.24%
$66.1K - $66.7K
7.51K $616K
Nov 09, 2023 Q3 2023
Blair William & CO

Chicago, IL
BUY
 -
803
+ 1.48%
$64.8K - $65.3K
55.2K $4.53M
Nov 08, 2023 Q3 2023
Values First Advisors, Inc.

BUY
 -
801
+ 3.94%
$64.6K - $65.2K
21.2K $1.74M
Nov 03, 2023 Q3 2023
Larson Financial Group LLC

BUY
 -
757
+ 13.57%
$61.1K - $61.6K
6.34K $520K
Oct 31, 2023 Q3 2023
Tbh Global Asset Management, LLC

Brentwood, TN
BUY
 -
738
+ 7.32%
$59.6K - $60.1K
10.8K $888K
Nov 14, 2023 Q3 2023
Family Management Corp

New York, NY
BUY
 -
732
+ 85.51%
$59.1K - $59.6K
1.59K $130K
Nov 14, 2023 Q3 2023
Atlas Capital Advisors LLC

San Francisco, CA
BUY
 -
716
+ 0.5%
$57.8K - $58.3K
145K $11.9M
Oct 26, 2023 Q3 2023
Comerica Securities,Inc.

BUY
 -
715
+ 11.94%
$57.7K - $58.2K
6.7K $550K
Oct 16, 2023 Q3 2023
Minich Mac Gregor Wealth Management, LLC

BUY
 -
714
+ 1.5%
$57.6K - $58.1K
48.2K $3.96M
Nov 07, 2023 Q3 2023
Pointe Capital Management LLC

BUY
 -
710
+ 1.01%
$57.3K - $57.8K
71.2K $5.84M
Oct 31, 2023 Q3 2023
Transcend Capital Advisors, LLC

BUY
 -
702
+ 14.29%
$56.7K - $57.1K
5.62K $461K
Oct 26, 2023 Q3 2023
Catalyst Financial Partners LLC

Boston, MA
BUY
 -
700
+ 14.78%
$56.5K - $57K
5.44K $446K
Nov 02, 2023 Q3 2023
Cnb Bank

Clearfield, PA
BUY
 -
681
+ 53.41%
$55K - $55.4K
1.96K $160K
Nov 14, 2023 Q3 2023
Biltmore Family Office, LLC

BUY
 -
663
+ 1.01%
$53.5K - $54K
66.2K $5.43M
Nov 08, 2023 Q3 2023
Consolidated Planning Corp

Atlanta, GA
BUY
 -
661
+ 2.82%
$53.3K - $53.8K
24.1K $1.97M
Nov 15, 2023 Q3 2023
Financial Gravity Asset Management, Inc.

BUY
 -
625
+ 771.6%
$50.4K - $50.9K
706 $57.9K
Nov 20, 2023 Q3 2023
Willow Creek Wealth Management Inc.

Sebastopol, CA
BUY
 -
611
+ 19.95%
$49.3K - $49.7K
3.67K $301K
Oct 10, 2023 Q3 2023
Indiana Trust & Investment Management CO

BUY
 -
599
New
$48.3K - $48.7K
599 $49.1K
Nov 02, 2023 Q3 2023
Wayfinding Financial, LLC

Lynnwood, WA
BUY
 -
597
+ 12.72%
$48.2K - $48.6K
5.29K $434K
Oct 13, 2023 Q3 2023
Redhawk Wealth Advisors, Inc.

Minneapolis, MN
BUY
 -
597
+ 8.97%
$48.2K - $48.6K
7.25K $595K

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