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 22, 2024
Q4 2023
|
Cpr Investments Inc.
Rochester, MI |
SELL
|
- |
-38- 0.07% |
$3.06K - $3.12K
|
51.3K
$4.21M
|
|
|
Jan 05, 2024
Q4 2023
|
Pacifica Partners Inc.
|
SELL
|
- |
-40- 38.1% |
$3.22K - $3.28K
|
65
$5.33K
|
|
|
Jan 29, 2024
Q4 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-44- 0.83% |
$3.55K - $3.61K
|
5.23K
$429K
|
|
|
Jan 24, 2024
Q4 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-48- 11.14% |
$3.87K - $3.94K
|
383
$31.4K
|
|
|
Jan 17, 2024
Q4 2023
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-51- 0.27% |
$4.11K - $4.18K
|
19.2K
$1.57M
|
|
|
Jan 10, 2024
Q4 2023
|
Aries Wealth Management
|
SELL
|
- |
-55- 0.66% |
$4.43K - $4.51K
|
8.26K
$678K
|
|
|
Jan 30, 2024
Q4 2023
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-55- 0.04% |
$4.43K - $4.51K
|
131K
$10.7M
|
|
|
Jan 31, 2024
Q4 2023
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-60- 2.18% |
$4.84K - $4.92K
|
2.69K
$220K
|
|
|
Jan 31, 2024
Q4 2023
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-60- 95.24% |
$4.84K - $4.92K
|
3
$246
|
|
|
Jan 30, 2024
Q4 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-62- 0.85% |
$5K - $5.09K
|
7.27K
$596K
|
|
|
Feb 05, 2024
Q4 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-64- 1.18% |
$5.16K - $5.25K
|
5.36K
$440K
|
|
|
Jan 09, 2024
Q4 2023
|
Farmers Trust CO
|
SELL
|
- |
-77- 1.06% |
$6.21K - $6.32K
|
7.2K
$591K
|
|
|
Jan 16, 2024
Q4 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-77- 0.65% |
$6.21K - $6.32K
|
11.7K
$959K
|
|
|
Feb 14, 2024
Q4 2023
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-83- 0.69% |
$6.69K - $6.81K
|
12K
$984K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-84- 0.19% |
$6.77K - $6.89K
|
44.7K
$3.67M
|
|
|
Jan 12, 2024
Q4 2023
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-85- 0.77% |
$6.85K - $6.97K
|
11K
$901K
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-94- 0.44% |
$7.58K - $7.71K
|
21.1K
$1.73M
|
|
|
Feb 06, 2024
Q4 2023
|
Rmr Wealth Builders
|
SELL
|
- |
-94- 0.31% |
$7.58K - $7.71K
|
30.1K
$2.47M
|
|
|
Feb 05, 2024
Q4 2023
|
Triumph Capital Management
|
SELL
|
- |
-100- 2.86% |
$8.06K - $8.2K
|
3.4K
$279K
|
|
|
Feb 07, 2024
Q4 2023
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-105- 89.74% |
$8.47K - $8.61K
|
12
$984
|
|
|
Jul 10, 2024
Q4 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-108- 2.7% |
$8.71K - $8.86K
|
3.9K
$320K
|
|
|
Feb 07, 2024
Q4 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-112- 0.37% |
$9.03K - $9.19K
|
30.4K
$2.49M
|
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
SELL
|
- |
-118- 2.17% |
$9.51K - $9.68K
|
5.32K
$437K
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-120- 0.68% |
$9.67K - $9.84K
|
17.5K
$1.43M
|
|
|
Jan 24, 2024
Q4 2023
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-120- 2.65% |
$9.67K - $9.84K
|
4.41K
$362K
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-122- 5.98% |
$9.84K - $10K
|
1.92K
$157K
|
|
|
Feb 07, 2024
Q4 2023
|
Nvwm, LLC
|
SELL
|
- |
-127- 0.57% |
$10.2K - $10.4K
|
22.3K
$1.83M
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-134- 1.7% |
$10.8K - $11K
|
7.74K
$635K
|
|
|
Jan 26, 2024
Q4 2023
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-137- 2.24% |
$11K - $11.2K
|
5.98K
$490K
|
|
|
Feb 14, 2024
Q4 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-139- 15.94% |
$11.2K - $11.4K
|
733
$60.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-140- 14.01% |
$11.3K - $11.5K
|
859
$70.5K
|
|
|
Jan 12, 2024
Q4 2023
|
Stolper CO
|
SELL
|
- |
-146- 1.88% |
$11.8K - $12K
|
7.63K
$625K
|
|
|
Feb 05, 2024
Q4 2023
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-148- 4.61% |
$11.9K - $12.1K
|
3.06K
$251K
|
|
|
Jan 19, 2024
Q4 2023
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-150- 2.07% |
$12.1K - $12.3K
|
7.11K
$583K
|
|
|
Feb 08, 2024
Q4 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-150- 1.44% |
$12.1K - $12.3K
|
10.2K
$840K
|
|
|
Jan 26, 2024
Q4 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-158- 66.39% |
$12.7K - $13K
|
80
$6.56K
|
|
|
Feb 05, 2024
Q4 2023
|
Spc Financial, Inc.
|
SELL
|
- |
-178- 3.05% |
$14.4K - $14.6K
|
5.67K
$465K
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-179- 67.55% |
$14.4K - $14.7K
|
86
$7.05K
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
SELL
|
- |
-185- 2.2% |
$14.9K - $15.2K
|
8.22K
$674K
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
SELL
|
- |
-192- 1.61% |
$15.5K - $15.8K
|
11.7K
$963K
|
|
|
Jan 30, 2024
Q4 2023
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-204- 6.31% |
$16.4K - $16.7K
|
3.03K
$249K
|
|
|
Feb 06, 2024
Q4 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-213- 77.17% |
$17.2K - $17.5K
|
63
$5.17K
|
|
|
Jan 24, 2024
Q4 2023
|
Cadinha & CO LLC
|
SELL
|
- |
-216- 3.72% |
$17.4K - $17.7K
|
5.6K
$459K
|
|
|
Feb 12, 2024
Q4 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-222- 0.72% |
$17.9K - $18.2K
|
30.7K
$2.52M
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-223- 99.55% |
$18K - $18.3K
|
1
$82
|
|
|
Feb 12, 2024
Q4 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-225- 1.98% |
$18.1K - $18.5K
|
11.2K
$915K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-235- 5.6% |
$18.9K - $19.3K
|
3.97K
$325K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-237- 1.91% |
$19.1K - $19.4K
|
12.2K
$998K
|
|
|
Feb 14, 2024
Q4 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-247- 2.81% |
$19.9K - $20.3K
|
8.55K
$701K
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-254- 21.31% |
$20.5K - $20.8K
|
938
$76.9K
|