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
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-266- 5.3% |
$21.4K - $21.8K
|
4.75K
$390K
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-267- 0.33% |
$21.5K - $21.9K
|
80.8K
$6.63M
|
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-274- 3.53% |
$22.1K - $22.5K
|
7.49K
$614K
|
|
|
Jan 08, 2024
Q4 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-294- 8.93% |
$23.7K - $24.1K
|
3K
$246K
|
|
|
Jan 24, 2024
Q4 2023
|
Gfs Advisors, LLC
|
SELL
|
- |
-300- 9.09% |
$24.2K - $24.6K
|
3K
$246K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-305- 0.43% |
$24.6K - $25K
|
70.6K
$5.79M
|
|
|
Jan 30, 2024
Q4 2023
|
Investment Advisory Group, LLC
|
SELL
|
- |
-319- 1.57% |
$25.7K - $26.2K
|
20K
$1.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-322- 50.23% |
$26K - $26.4K
|
319
$26.2K
|
|
|
Jan 17, 2024
Q4 2023
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-334- 2.08% |
$26.9K - $27.4K
|
15.7K
$1.29M
|
|
|
Feb 09, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-350- 4.42% |
$28.2K - $28.7K
|
7.56K
$620K
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-355- 68.53% |
$28.6K - $29.1K
|
163
$13.4K
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-372- 2.66% |
$30K - $30.5K
|
13.6K
$1.12M
|
|
|
Feb 12, 2024
Q4 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-386- 5.84% |
$31.1K - $31.7K
|
6.23K
$511K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-391- 1.0% |
$31.5K - $32.1K
|
38.6K
$3.17M
|
|
|
Jan 05, 2024
Q4 2023
|
Martin Capital Partners, LLC
|
SELL
|
- |
-392- 0.76% |
$31.6K - $32.2K
|
50.9K
$4.18M
|
|
|
Feb 08, 2024
Q4 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-393- 2.46% |
$31.7K - $32.2K
|
15.6K
$1.28M
|
|
|
Jan 16, 2024
Q4 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-394- 2.9% |
$31.8K - $32.3K
|
13.2K
$1.08M
|
|
|
Feb 02, 2024
Q4 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-401- 3.27% |
$32.3K - $32.9K
|
11.9K
$974K
|
|
|
Jan 17, 2024
Q4 2023
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-411- 3.68% |
$33.1K - $33.7K
|
10.8K
$883K
|
|
|
Jan 12, 2024
Q4 2023
|
Patton Fund Management, Inc.
|
SELL
|
- |
-437- 5.69% |
$35.2K - $35.9K
|
7.25K
$594K
|
|
|
Feb 07, 2024
Q4 2023
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-442- 90.39% |
$35.6K - $36.3K
|
47
$3.86K
|
|
|
Jan 30, 2024
Q4 2023
|
Independent Family Office, LLC
|
SELL
|
- |
-450- 1.37% |
$36.3K - $36.9K
|
32.3K
$2.65M
|
|
|
Feb 12, 2024
Q4 2023
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-452- 11.97% |
$36.4K - $37.1K
|
3.32K
$273K
|
|
|
Jan 11, 2024
Q4 2023
|
Single Point Partners, LLC
|
SELL
|
- |
-467- 1.24% |
$37.6K - $38.3K
|
37.3K
$3.06M
|
|
|
Jan 04, 2024
Q4 2023
|
Modus Advisors, LLC
|
SELL
|
- |
-482- 0.73% |
$38.9K - $39.5K
|
65.3K
$5.36M
|
|
|
Feb 08, 2024
Q4 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-491- 0.5% |
$39.6K - $40.3K
|
97.1K
$7.96M
|
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-495- 84.33% |
$39.9K - $40.6K
|
92
$7.55K
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-501- 94.17% |
$40.4K - $41.1K
|
31
$2.54K
|
|
|
Jan 02, 2024
Q4 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-516- 7.35% |
$41.6K - $42.3K
|
6.5K
$533K
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-524- 4.51% |
$42.2K - $43K
|
11.1K
$910K
|
|
|
Aug 29, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-535- 72.01% |
$43.1K - $43.9K
|
208
$17.1K
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-548- 68.93% |
$44.2K - $45K
|
247
$20.3K
|
|
|
Jan 09, 2024
Q4 2023
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-550- 4.22% |
$44.3K - $45.1K
|
12.5K
$1.02M
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-556- 3.89% |
$44.8K - $45.6K
|
13.8K
$1.13M
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-595- 4.89% |
$48K - $48.8K
|
11.6K
$949K
|
|
|
Jan 12, 2024
Q4 2023
|
Stephens Group Asset Management, LLC
|
SELL
|
- |
-605- 14.48% |
$48.8K - $49.6K
|
3.57K
$293K
|
|
|
Feb 08, 2024
Q4 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-616- 13.48% |
$49.7K - $50.5K
|
3.95K
$324K
|
|
|
Feb 12, 2024
Q4 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-616- 11.34% |
$49.7K - $50.5K
|
4.82K
$395K
|
|
|
Feb 13, 2024
Q4 2023
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-617- 16.32% |
$49.7K - $50.6K
|
3.16K
$260K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-621- 5.24% |
$50.1K - $50.9K
|
11.2K
$921K
|
|
|
Jan 05, 2024
Q4 2023
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-625- 13.56% |
$50.4K - $51.3K
|
3.98K
$327K
|
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
SELL
|
- |
-650- 11.41% |
$52.4K - $53.3K
|
5.05K
$414K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-651- 5.57% |
$52.5K - $53.4K
|
11K
$905K
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-652- 3.63% |
$52.6K - $53.5K
|
17.3K
$1.42M
|
|
|
Jan 24, 2024
Q4 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-657- 21.18% |
$53K - $53.9K
|
2.45K
$201K
|
|
|
Jan 22, 2024
Q4 2023
|
Bank Hapoalim Bm
|
SELL
|
- |
-662- 7.25% |
$53.4K - $54.3K
|
8.47K
$695K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-668- 6.4% |
$53.9K - $54.8K
|
9.77K
$801K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-692- 7.16% |
$55.8K - $56.8K
|
8.98K
$736K
|
|
|
Feb 14, 2024
Q4 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-694- 11.82% |
$56K - $56.9K
|
5.18K
$425K
|
|
|
Jan 22, 2024
Q4 2023
|
Weaver Consulting Group
|
SELL
|
- |
-695- 11.05% |
$56K - $57K
|
5.6K
$459K
|