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 18, 2023 Q3 2023
Pinnacle Bancorp, Inc.

BUY
 -
143
New
$11.5K - $11.6K
143 $11.7K
May 20, 2024 Q3 2023
Strategic Wealth Partners, Ltd.

Independence, OH
BUY
 -
127
+ 0.65%
$10.3K - $10.3K
19.7K $1.61M
Nov 02, 2023 Q3 2023
Your Advocates Ltd., LLP

Houston, TX
BUY
 -
117
New
$9.44K - $9.52K
117 $9.6K
Nov 13, 2023 Q3 2023
Invesco Ltd.

Atlanta, GA
BUY
 -
116
+ 1.79%
$9.36K - $9.44K
6.61K $542K
Oct 18, 2023 Q3 2023
Signature Securities Group Corporation

BUY
 -
101
+ 2.55%
$8.15K - $8.22K
4.06K $333K
Oct 24, 2023 Q3 2023
Baker Ellis Asset Management LLC

BUY
 -
100
+ 1.35%
$8.07K - $8.14K
7.51K $616K
Nov 03, 2023 Q3 2023
Windward Private Wealth Management Inc.

BUY
 -
97
+ 1.35%
$7.83K - $7.89K
7.27K $597K
Nov 01, 2023 Q3 2023
Woodward Diversified Capital, LLC

BUY
 -
92
+ 3.34%
$7.43K - $7.49K
2.84K $233K
Nov 13, 2023 Q3 2023
Three Bridge Wealth Advisors, LLC

Portola Valley, CA
BUY
 -
92
+ 3.12%
$7.43K - $7.49K
3.05K $250K
Apr 30, 2024 Q3 2023
Concord Wealth Partners

BUY
 -
88
New
$7.1K - $7.16K
88 $7.22K
Nov 13, 2023 Q3 2023
Delap Wealth Advisory, LLC

Lake Oswego, OR
BUY
 -
81
+ 2.71%
$6.54K - $6.59K
3.07K $252K
Oct 10, 2023 Q3 2023
Farmers Trust CO

BUY
 -
77
+ 1.07%
$6.21K - $6.27K
7.28K $597K
Oct 10, 2023 Q3 2023
Pure Financial Advisors, LLC

BUY
 -
75
+ 0.09%
$6.05K - $6.1K
79.7K $6.54M
Oct 19, 2023 Q3 2023
Evanson Asset Management, LLC

BUY
 -
72
+ 1.34%
$5.81K - $5.86K
5.44K $446K
Dec 11, 2023 Q3 2023
Headinvest, LLC

Portland, ME
BUY
 -
66
+ 0.21%
$5.33K - $5.37K
30.9K $2.54M
Nov 14, 2023 Q3 2023
Flaharty Asset Management, LLC

BUY
 -
65
New
$5.25K - $5.29K
65 $5.33K
Oct 19, 2023 Q3 2023
Chapin Davis, Inc.

Baltimore, MD
BUY
 -
59
+ 0.63%
$4.76K - $4.8K
9.45K $775K
Nov 14, 2023 Q3 2023
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
58
New
$4.68K - $4.72K
58 $4.76K
Nov 14, 2023 Q3 2023
Creative Financial Designs Inc

BUY
 -
55
+ 1.76%
$4.44K - $4.48K
3.18K $261K
Nov 14, 2023 Q3 2023
Mission Creek Capital Partners, Inc.

San Francisco, CA
BUY
 -
53
+ 0.78%
$4.28K - $4.31K
6.81K $559K
Oct 17, 2023 Q3 2023
Alhambra Investment Partners LLC

BUY
 -
49
+ 0.34%
$3.95K - $3.99K
14.6K $1.2M
Oct 16, 2023 Q3 2023
Yarger Wealth Strategies, LLC

Westerville, OH
BUY
 -
48
+ 0.78%
$3.87K - $3.91K
6.19K $508K
Oct 11, 2023 Q3 2023
Adviser Investments LLC

BUY
 -
46
+ 0.97%
$3.71K - $3.74K
4.78K $392K
Oct 11, 2023 Q3 2023
Donaldson Capital Management, LLC

Evansville, IN
BUY
 -
44
+ 0.72%
$3.55K - $3.58K
6.16K $506K
Nov 09, 2023 Q3 2023
Spc Financial, Inc.

BUY
 -
43
+ 0.74%
$3.47K - $3.5K
5.85K $479K
Oct 30, 2023 Q3 2023
Raab & Moskowitz Asset Management LLC

Chatham, NJ
BUY
 -
40
+ 0.58%
$3.23K - $3.26K
6.9K $566K
Nov 07, 2023 Q3 2023
M. Kulyk & Associates, LLC

BUY
 -
35
+ 1.01%
$2.82K - $2.85K
3.5K $287K
Oct 19, 2023 Q3 2023
Act Advisors, Llc.

BUY
 -
33
+ 0.76%
$2.66K - $2.69K
4.38K $360K
Oct 27, 2023 Q3 2023
Gradient Investments LLC

BUY
 -
28
+ 4.33%
$2.26K - $2.28K
675 $55.4K
Nov 08, 2023 Q3 2023
Cornerstone Planning Group LLC

Fairfield, NJ
BUY
 -
27
New
$2.18K - $2.2K
27 $2.21K
Nov 07, 2023 Q3 2023
Sound View Wealth Advisors Group, LLC

BUY
 -
25
+ 0.25%
$2.02K - $2.03K
9.98K $819K
Nov 15, 2023 Q3 2023
Stonebridge Capital Advisors LLC

St Paul, MN
BUY
 -
25
+ 3.97%
$2.02K - $2.03K
654 $53.6K
Nov 02, 2023 Q3 2023
Triad Financial Advisors, Inc.

Greensboro, NC
BUY
 -
24
+ 0.83%
$1.94K - $1.95K
2.93K $240K
Oct 04, 2023 Q3 2023
Bromfield Sneider Wealth Advisors

BUY
 -
21
+ 0.26%
$1.69K - $1.71K
7.96K $653K
Nov 14, 2023 Q3 2023
Ncm Capital Management, LLC

Ramsey, NJ
BUY
 -
21
+ 0.35%
$1.69K - $1.71K
6.1K $500K
Nov 14, 2023 Q3 2023
Wellspring Financial Advisors, LLC

Cleveland, OH
BUY
 -
21
+ 0.1%
$1.69K - $1.71K
20.2K $1.65M
Nov 13, 2023 Q3 2023
Fwl Investment Management, LLC

BUY
 -
19
+ 0.11%
$1.53K - $1.55K
18K $1.47M
Nov 02, 2023 Q3 2023
Wealth Spring Partners, LLC

Long Beach, CA
BUY
 -
18
+ 0.58%
$1.45K - $1.46K
3.14K $257K
Oct 12, 2023 Q3 2023
Hibernia Wealth Partners, LLC

Baton Rouge, LA
BUY
 -
17
New
$1.37K - $1.38K
17 $1.39K
Nov 08, 2023 Q3 2023
Thoroughbred Financial Services, LLC

BUY
 -
16
+ 0.63%
$1.29K - $1.3K
2.56K $210K
Oct 24, 2023 Q3 2023
Jessup Wealth Management, Inc

Dayton, OH
BUY
 -
8
+ 0.14%
$646 - $651
5.79K $475K
Oct 19, 2023 Q3 2023
Grimes & Company, Inc.

BUY
 -
8
+ 0.26%
$646 - $651
3.1K $254K
Nov 02, 2023 Q3 2023
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
8
+ 0.86%
$646 - $651
942 $77.3K
Oct 13, 2023 Q3 2023
A. D. Beadell Investment Counsel, Inc.

BUY
 -
7
+ 0.2%
$565 - $570
3.6K $295K
Nov 16, 2023 Q3 2023
Unconventional Investor, LLC

BUY
 -
6
+ 0.16%
$484 - $488
3.8K $312K
Nov 06, 2023 Q3 2023
Authentikos Wealth Advisory, LLC

Morgan Hill, CA
BUY
 -
6
New
$484 - $488
6 $492
Nov 13, 2023 Q3 2023
Asset Dedication, LLC

BUY
 -
6
+ 0.25%
$484 - $488
2.41K $197K
Nov 08, 2023 Q3 2023
Vestor Capital, LLC

Chicago, IL
BUY
 -
5
+ 0.95%
$404 - $407
531 $43.6K
Oct 24, 2023 Q3 2023
Simon Quick Advisors, LLC

BUY
 -
4
+ 0.04%
$323 - $326
10.4K $851K

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