Purchases and Sales Made in Q4 2023 in Ishares Barclays 1 3 Year Trea (SHY)
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 23, 2024
Q4 2023
|
Tsfg, LLC
|
BUY
|
- |
66New |
$5.32K - $5.41K
|
66
$5.44K
|
|
|
Feb 14, 2024
Q4 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
56+ 1.14% |
$4.51K - $4.59K
|
4.97K
$410K
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
55+ 0.34% |
$4.43K - $4.51K
|
16.2K
$1.34M
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
49New |
$3.95K - $4.02K
|
49
$4.04K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
48+ 120.0% |
$3.87K - $3.94K
|
88
$7.26K
|
|
|
Jan 02, 2024
Q4 2023
|
Symmetry Partners, LLC
|
BUY
|
- |
46+ 0.06% |
$3.71K - $3.77K
|
72.5K
$5.98M
|
|
|
Jan 11, 2024
Q4 2023
|
Rockland Trust CO
|
BUY
|
- |
43+ 0.38% |
$3.47K - $3.53K
|
11.3K
$929K
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
43+ 0.57% |
$3.47K - $3.53K
|
7.55K
$623K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
42New |
$3.39K - $3.45K
|
42
$3.46K
|
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
40+ 0.18% |
$3.22K - $3.28K
|
22K
$1.81M
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
BUY
|
- |
39+ 1.62% |
$3.14K - $3.2K
|
2.44K
$202K
|
|
|
Jan 16, 2024
Q4 2023
|
Twele Capital Management, Inc.
|
BUY
|
- |
37+ 0.12% |
$2.98K - $3.04K
|
30.3K
$2.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Camden Capital, LLC
|
BUY
|
- |
36+ 1.31% |
$2.9K - $2.95K
|
2.79K
$230K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
36New |
$2.9K - $2.95K
|
36
$2.97K
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
35+ 18.32% |
$2.82K - $2.87K
|
226
$18.6K
|
|
|
Jan 24, 2024
Q4 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
34+ 0.53% |
$2.74K - $2.79K
|
6.41K
$528K
|
|
|
Feb 13, 2024
Q4 2023
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
30+ 1.03% |
$2.42K - $2.46K
|
2.95K
$243K
|
|
|
Feb 06, 2024
Q4 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
27+ 1.15% |
$2.18K - $2.22K
|
2.37K
$196K
|
|
|
Jan 11, 2024
Q4 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
23+ 0.24% |
$1.85K - $1.89K
|
9.48K
$781K
|
|
|
Feb 07, 2024
Q4 2023
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
22+ 0.44% |
$1.77K - $1.8K
|
5.07K
$418K
|
|
|
Jan 11, 2024
Q4 2023
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
18+ 0.34% |
$1.45K - $1.48K
|
5.24K
$432K
|
|
|
Feb 01, 2024
Q4 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
18+ 1.15% |
$1.45K - $1.48K
|
1.59K
$131K
|
|
|
Feb 06, 2024
Q4 2023
|
First National Trust CO
|
BUY
|
- |
18+ 0.16% |
$1.45K - $1.48K
|
11.6K
$956K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
16+ 2.37% |
$1.29K - $1.31K
|
691
$57K
|
|
|
Feb 09, 2024
Q4 2023
|
Crewe Advisors LLC
|
BUY
|
- |
16+ 1.05% |
$1.29K - $1.31K
|
1.53K
$126K
|
|
|
Feb 07, 2024
Q4 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
15+ 0.22% |
$1.21K - $1.23K
|
6.95K
$573K
|
|
|
Feb 06, 2024
Q4 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
12+ 0.02% |
$967 - $984
|
71.2K
$5.87M
|
|
|
Jan 24, 2024
Q4 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
11+ 0.18% |
$887 - $902
|
6.22K
$513K
|
|
|
Jan 22, 2024
Q4 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
9+ 0.12% |
$726 - $738
|
7.38K
$609K
|
|
|
Feb 14, 2024
Q4 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
8+ 0.12% |
$645 - $656
|
6.82K
$563K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
7+ 1.07% |
$564 - $574
|
663
$54.7K
|
|
|
Feb 08, 2024
Q4 2023
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
7+ 0.2% |
$564 - $574
|
3.5K
$289K
|
|
|
Jan 05, 2024
Q4 2023
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
6+ 0.08% |
$484 - $492
|
7.97K
$657K
|
|
|
Feb 12, 2024
Q4 2023
|
Mattern Wealth Management LLC
|
BUY
|
- |
6+ 0.05% |
$484 - $492
|
12.1K
$997K
|
|
|
Feb 13, 2024
Q4 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
5+ 1.36% |
$403 - $410
|
374
$30.8K
|
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
5New |
$403 - $410
|
5
$412
|
|
|
Jan 31, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
4+ 0.86% |
$322 - $328
|
467
$38.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
4+ 1.5% |
$322 - $328
|
270
$22.3K
|
|
|
May 24, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
4+ 0.86% |
$322 - $328
|
467
$38.5K
|
|
|
Jan 19, 2024
Q4 2023
|
West Branch Capital LLC
|
BUY
|
- |
3+ 0.98% |
$242 - $246
|
310
$25.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
3+ 0.53% |
$242 - $246
|
564
$46.5K
|
|
|
Mar 11, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
3+ 0.02% |
$242 - $246
|
17.8K
$1.47M
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
2+ 0.05% |
$161 - $164
|
4.15K
$343K
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
2+ 0.0% |
$161 - $164
|
55.4K
$4.57M
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 1.35% |
$80.6 - $82
|
75
$6.18K
|
|
|
Sep 25, 2024
Q4 2023
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
1+ 0.04% |
$80.6 - $82
|
2.75K
$227K
|
|
|
Jan 25, 2024
Q4 2023
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-2- 13.33% |
$161 - $164
|
13
$1.07K
|
|
|
Jan 12, 2024
Q4 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-3- 0.06% |
$242 - $246
|
4.62K
$381K
|
|
|
Jan 11, 2024
Q4 2023
|
Hudson Capital Management LLC
|
SELL
|
- |
-7- 0.2% |
$564 - $574
|
3.52K
$290K
|