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 08, 2023 Q3 2023
Archer Investment Corp

BUY
 -
597
+ 89.64%
$48.2K - $48.6K
1.26K $104K
Nov 13, 2023 Q3 2023
Provence Wealth Management Group

BUY
 -
596
+ 6.85%
$48.1K - $48.5K
9.29K $762K
Nov 14, 2023 Q3 2023
Oxbow Advisors, LLC

Corpus Christi, TX
BUY
 -
590
+ 7.33%
$47.6K - $48K
8.64K $709K
Nov 06, 2023 Q3 2023
Cornerstone Wealth Management, LLC

BUY
 -
585
+ 23.68%
$47.2K - $47.6K
3.06K $251K
Nov 08, 2023 Q3 2023
Choreo, LLC

Minneapolis, MN
BUY
 -
560
+ 1.05%
$45.2K - $45.6K
53.9K $4.42M
Oct 12, 2023 Q3 2023
Sound Income Strategies, LLC

BUY
 -
560
+ 354.43%
$45.2K - $45.6K
718 $58.9K
Oct 10, 2023 Q3 2023
Greenspring Advisors, LLC

BUY
 -
552
+ 3.84%
$44.6K - $44.9K
14.9K $1.22M
Nov 03, 2023 Q3 2023
Mgo One Seven LLC

Beachwood, OH
BUY
 -
547
+ 19.39%
$44.1K - $44.5K
3.37K $276K
Oct 17, 2023 Q3 2023
Perennial Advisors, LLC

New York, NY
BUY
 -
529
+ 3.25%
$42.7K - $43.1K
16.8K $1.38M
Nov 14, 2023 Q3 2023
Pensionmark Financial Group, LLC

Santa Barbara, CA
BUY
 -
519
+ 0.6%
$41.9K - $42.2K
87.2K $7.15M
Oct 13, 2023 Q3 2023
Martin Capital Partners, LLC

BUY
 -
512
+ 1.01%
$41.3K - $41.7K
51.3K $4.21M
Oct 23, 2023 Q3 2023
Live Oak Private Wealth LLC

BUY
 -
455
+ 10.01%
$36.7K - $37K
5K $410K
Oct 11, 2023 Q3 2023
Consilio Wealth Advisors, LLC

BUY
 -
448
+ 2.54%
$36.2K - $36.5K
18.1K $1.48M
Oct 16, 2023 Q3 2023
Community Trust & Investment CO

BUY
 -
442
+ 1.71%
$35.7K - $36K
26.2K $2.15M
Oct 31, 2023 Q3 2023
180 Wealth Advisors, LLC

BUY
 -
437
+ 4.4%
$35.3K - $35.6K
10.4K $850K
Nov 09, 2023 Q3 2023
Efg Asset Management (Americas) Corp.

BUY
 -
430
+ 1.87%
$34.7K - $35K
23.5K $1.92M
Nov 13, 2023 Q3 2023
Brown Brothers Harriman & CO

New York, NY
BUY
 -
429
+ 4.29%
$34.6K - $34.9K
10.4K $855K
Nov 14, 2023 Q3 2023
Hollow Brook Wealth Management LLC

BUY
 -
410
+ 1.91%
$33.1K - $33.4K
21.8K $1.79M
Nov 07, 2023 Q3 2023
United Asset Strategies, Inc.

Garden City, NY
BUY
 -
382
+ 3.0%
$30.8K - $31.1K
13.1K $1.08M
Aug 01, 2024 Q3 2023
Wr Wealth Planners, LLC

Columbia, MO
BUY
 -
377
+ 53.7%
$30.4K - $30.7K
1.08K $88.5K
Nov 01, 2023 Q3 2023
Renasant Bank

BUY
 -
370
+ 4.64%
$29.9K - $30.1K
8.34K $684K
Oct 17, 2023 Q3 2023
Park Place Capital Corp

Birmingham, AL
BUY
 -
370
+ 0.73%
$29.9K - $30.1K
51K $4.18M
Oct 17, 2023 Q3 2023
Impact Partnership Wealth, LLC

Kennesaw, GA
BUY
 -
342
+ 114.38%
$27.6K - $27.8K
641 $52.6K
Oct 19, 2023 Q3 2023
Apeiron Ria LLC

BUY
 -
323
+ 9.9%
$26.1K - $26.3K
3.58K $294K
Nov 15, 2023 Q3 2023
Westside Investment Management, Inc.

BUY
 -
312
+ 1.09%
$25.2K - $25.4K
28.9K $2.37M
Oct 13, 2023 Q3 2023
Optimum Investment Advisors

BUY
 -
301
+ 3.81%
$24.3K - $24.5K
8.2K $673K
Oct 12, 2023 Q3 2023
Patten Group, Inc.

BUY
 -
300
+ 2.38%
$24.2K - $24.4K
12.9K $1.06M
Nov 13, 2023 Q3 2023
Clearstead Trust, LLC

Portland, ME
BUY
 -
298
+ 11.97%
$24.1K - $24.3K
2.79K $229K
Nov 07, 2023 Q3 2023
Van Hulzen Asset Management, LLC

BUY
 -
296
+ 0.22%
$23.9K - $24.1K
134K $11M
Oct 25, 2023 Q3 2023
Caldwell Sutter Capital, Inc.

Sausalito, CA
BUY
 -
288
+ 8.11%
$23.2K - $23.4K
3.84K $315K
Nov 01, 2023 Q3 2023
Autumn Glory Partners, LLC

BUY
 -
288
+ 6.79%
$23.2K - $23.4K
4.53K $371K
Oct 23, 2023 Q3 2023
Sheets Smith Wealth Management

BUY
 -
286
New
$23.1K - $23.3K
286 $23.5K
Oct 24, 2023 Q3 2023
Bank Hapoalim Bm

BUY
 -
278
+ 3.14%
$22.4K - $22.6K
9.13K $749K
Nov 13, 2023 Q3 2023
Advisory Research Inc

Chicago, IL
BUY
 -
270
+ 10.21%
$21.8K - $22K
2.92K $239K
Nov 08, 2023 Q3 2023
Crewe Advisors LLC

BUY
 -
268
+ 21.44%
$21.6K - $21.8K
1.52K $125K
Oct 11, 2023 Q3 2023
Spence Asset Management

BUY
 -
268
+ 6.69%
$21.6K - $21.8K
4.27K $350K
Nov 13, 2023 Q3 2023
Bessemer Group Inc

Woodbridge, NJ
BUY
 -
259
+ 2.3%
$20.9K - $21.1K
11.5K $944K
Nov 14, 2023 Q3 2023
Alesco Advisors LLC

Pittsford, NY
BUY
 -
255
+ 2.07%
$20.6K - $20.8K
12.6K $1.03M
Oct 12, 2023 Q3 2023
Toth Financial Advisory Corp

BUY
 -
238
New
$19.2K - $19.4K
238 $19.5K
Oct 26, 2023 Q3 2023
Strata Wealth Advisors, LLC

Dallas, TX
BUY
 -
217
+ 7.17%
$17.5K - $17.7K
3.25K $266K
Nov 09, 2023 Q3 2023
Boston Financial Mangement LLC

Boston, MA
BUY
 -
207
+ 0.26%
$16.7K - $16.8K
81.1K $6.65M
Oct 20, 2023 Q3 2023
Prairie View Partners, LLC

BUY
 -
186
+ 7.46%
$15K - $15.1K
2.68K $220K
Oct 13, 2023 Q3 2023
Columbus Macro, LLC

BUY
 -
179
+ 5.53%
$14.4K - $14.6K
3.42K $280K
Oct 16, 2023 Q3 2023
Leavell Investment Management, Inc.

BUY
 -
173
+ 0.21%
$14K - $14.1K
84.5K $6.93M
Nov 09, 2023 Q3 2023
Ritter Daniher Financial Advisory LLC

Cincinnati, OH
BUY
 -
173
+ 28.83%
$14K - $14.1K
773 $63.4K
Oct 30, 2023 Q3 2023
Nvwm, LLC

BUY
 -
171
+ 0.77%
$13.8K - $13.9K
22.4K $1.84M
Oct 24, 2023 Q3 2023
Northern Oak Wealth Management Inc

Milwaukee, WI
BUY
 -
159
+ 6.23%
$12.8K - $12.9K
2.71K $222K
Oct 10, 2023 Q3 2023
Soa Wealth Advisors, Llc.

BUY
 -
157
+ 8.34%
$12.7K - $12.8K
2.04K $167K
Oct 16, 2023 Q3 2023
Investment Advisory Group, LLC

BUY
 -
150
+ 0.75%
$12.1K - $12.2K
20.3K $1.66M

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