Purchases and Sales Made in Q4 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 Q4 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
Jan 30, 2024 Q4 2023
Bok Financial Private Wealth, Inc.

Denver, CO
BUY
 -
197
New
$15.9K - $16.2K
197 $16.2K
Feb 14, 2024 Q4 2023
Family Management Corp

New York, NY
BUY
 -
186
+ 11.71%
$15K - $15.3K
1.77K $146K
Jan 16, 2024 Q4 2023
Cooper Financial Group

BUY
 -
180
+ 1.31%
$14.5K - $14.8K
14K $1.15M
Jan 31, 2024 Q4 2023
Kathleen S. Wright Associates Inc.

BUY
 -
177
+ 1.68%
$14.3K - $14.5K
10.7K $878K
Feb 05, 2024 Q4 2023
Matrix Trust CO

BUY
 -
176
New
$14.2K - $14.4K
176 $14.4K
Feb 09, 2024 Q4 2023
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
171
+ 6.71%
$13.8K - $14K
2.72K $223K
Feb 14, 2024 Q4 2023
Bokf, Na

Tulsa, OK
BUY
 -
171
+ 3.75%
$13.8K - $14K
4.73K $388K
Feb 09, 2024 Q4 2023
Oak Harbor Wealth Partners, LLC

BUY
 -
166
+ 4.6%
$13.4K - $13.6K
3.78K $310K
Feb 07, 2024 Q4 2023
Vestor Capital, LLC

Chicago, IL
BUY
 -
153
+ 28.81%
$12.3K - $12.6K
684 $56.1K
Jan 23, 2024 Q4 2023
Straight Path Wealth Management

BUY
 -
150
+ 4.77%
$12.1K - $12.3K
3.3K $270K
Jan 29, 2024 Q4 2023
Tennessee Valley Asset Management Partners

BUY
 -
147
New
$11.9K - $12.1K
147 $12.1K
Feb 28, 2024 Q4 2023
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
145
+ 8.08%
$11.7K - $11.9K
1.94K $159K
Jan 31, 2024 Q4 2023
Verdence Capital Advisors LLC

Hunt Valley, MD
BUY
 -
133
+ 2.71%
$10.7K - $10.9K
5.04K $414K
Feb 14, 2024 Q4 2023
Caitlin John, LLC

Brighton, MI
BUY
 -
133
New
$10.7K - $10.9K
133 $10.9K
Feb 02, 2024 Q4 2023
Advanced Asset Management Advisors Inc

Dublin, OH
BUY
 -
128
+ 1.51%
$10.3K - $10.5K
8.63K $708K
Jan 22, 2024 Q4 2023
Iron Horse Wealth Management, LLC

BUY
 -
127
New
$10.2K - $10.4K
127 $10.4K
Jan 24, 2024 Q4 2023
Barrett & Company, Inc.

Providence, RI
BUY
 -
125
+ 1.35%
$10.1K - $10.3K
9.38K $769K
Jan 23, 2024 Q4 2023
Baker Ellis Asset Management LLC

BUY
 -
120
+ 1.6%
$9.67K - $9.84K
7.63K $626K
Feb 09, 2024 Q4 2023
Thoroughbred Financial Services, LLC

BUY
 -
114
+ 4.45%
$9.19K - $9.35K
2.67K $219K
Jan 22, 2024 Q4 2023
Private Ocean, LLC

BUY
 -
112
+ 361.29%
$9.03K - $9.19K
143 $11.7K
Feb 15, 2024 Q4 2023
Main Street Group, LTD

Glen Allen, VA
BUY
 -
112
New
$9.03K - $9.19K
112 $9.19K
Jan 17, 2024 Q4 2023
Tectonic Advisors LLC

Plano, TX
BUY
 -
109
+ 2.52%
$8.79K - $8.94K
4.44K $364K
Feb 13, 2024 Q4 2023
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
103
+ 177.59%
$8.3K - $8.45K
161 $13.2K
Jan 09, 2024 Q4 2023
Enterprise Bank & Trust CO

BUY
 -
100
+ 0.9%
$8.06K - $8.2K
11.2K $916K
Feb 08, 2024 Q4 2023
Atlantic Edge Private Wealth Management, LLC

Jacksonville, FL
BUY
 -
98
New
$7.9K - $8.04K
98 $8.04K
Jan 23, 2024 Q4 2023
Compass Ion Advisors, LLC

BUY
 -
97
+ 1.02%
$7.82K - $7.96K
9.62K $789K
Feb 07, 2024 Q4 2023
Montag A & Associates Inc

Atlanta, GA
BUY
 -
97
+ 0.56%
$7.82K - $7.96K
17.4K $1.43M
Feb 14, 2024 Q4 2023
Penserra Capital Management LLC

Orinda, CA
BUY
 -
90
New
$7.26K - $7.38K
90 $7.38K
Jan 19, 2024 Q4 2023
Caldwell Sutter Capital, Inc.

Sausalito, CA
BUY
 -
88
+ 2.29%
$7.09K - $7.22K
3.93K $322K
Feb 09, 2024 Q4 2023
Tillman Hartley LLC

Orlando, FL
BUY
 -
88
+ 0.29%
$7.09K - $7.22K
30.5K $2.5M
Jan 17, 2024 Q4 2023
Pinnacle Wealth Management Group, Inc.

BUY
 -
85
+ 0.82%
$6.85K - $6.97K
10.4K $853K
Feb 14, 2024 Q4 2023
Syverson Strege & CO

West Des Moines, IA
BUY
 -
82
+ 1.16%
$6.61K - $6.73K
7.12K $584K
Jan 30, 2024 Q4 2023
Mtc Wealth Management LLC

BUY
 -
80
+ 0.14%
$6.45K - $6.56K
56K $4.59M
Feb 02, 2024 Q4 2023
Raab & Moskowitz Asset Management LLC

Chatham, NJ
BUY
 -
80
+ 1.16%
$6.45K - $6.56K
6.98K $572K
Jan 29, 2024 Q4 2023
Live Oak Private Wealth LLC

BUY
 -
76
+ 1.52%
$6.13K - $6.24K
5.08K $416K
Jan 18, 2024 Q4 2023
Yarger Wealth Strategies, LLC

Westerville, OH
BUY
 -
72
+ 1.16%
$5.8K - $5.91K
6.26K $514K
Jan 12, 2024 Q4 2023
Redhawk Wealth Advisors, Inc.

Minneapolis, MN
BUY
 -
71
+ 0.98%
$5.72K - $5.82K
7.32K $601K
Jan 26, 2024 Q4 2023
Signature Estate & Investment Advisors LLC

BUY
 -
70
+ 1.63%
$5.64K - $5.74K
4.37K $358K
Jan 23, 2024 Q4 2023
Tsfg, LLC

BUY
 -
66
New
$5.32K - $5.41K
66 $5.41K
Feb 14, 2024 Q4 2023
Asset Management Group, Inc.

Stamford, CT
BUY
 -
56
+ 1.14%
$4.51K - $4.59K
4.97K $408K
Feb 14, 2024 Q4 2023
Moors & Cabot, Inc.

Boston, MA
BUY
 -
55
+ 0.34%
$4.43K - $4.51K
16.2K $1.33M
Feb 09, 2024 Q4 2023
Tidemark, LLC

San Diego, CA
BUY
 -
49
New
$3.95K - $4.02K
49 $4.02K
Jan 18, 2024 Q4 2023
Moisand Fitzgerald Tamayo, LLC

BUY
 -
48
+ 120.0%
$3.87K - $3.94K
88 $7.22K
Jan 02, 2024 Q4 2023
Symmetry Partners, LLC

BUY
 -
46
+ 0.06%
$3.71K - $3.77K
72.5K $5.95M
Jan 11, 2024 Q4 2023
Rockland Trust CO

BUY
 -
43
+ 0.38%
$3.47K - $3.53K
11.3K $924K
Feb 13, 2024 Q4 2023
Financial Engines Advisors L.L.C.

Santa Clara, CA
BUY
 -
43
+ 0.57%
$3.47K - $3.53K
7.55K $620K
Feb 14, 2024 Q4 2023
Planning Capital Management Corp

Paoli, PA
BUY
 -
42
New
$3.39K - $3.45K
42 $3.45K
Jan 29, 2024 Q4 2023
Meitav Dash Investments LTD

BUY
 -
40
+ 0.18%
$3.22K - $3.28K
22K $1.8M
Feb 08, 2024 Q4 2023
Asset Dedication, LLC

BUY
 -
39
+ 1.62%
$3.14K - $3.2K
2.44K $200K

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