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 26, 2024
Q4 2023
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-710- 0.51% |
$57.2K - $58.2K
|
139K
$11.4M
|
|
|
Jan 25, 2024
Q4 2023
|
Raub Brock Capital Management LP
|
SELL
|
- |
-740- 3.04% |
$59.7K - $60.7K
|
23.6K
$1.94M
|
|
|
Jan 29, 2024
Q4 2023
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-753- 10.35% |
$60.7K - $61.8K
|
6.52K
$535K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-754- 0.59% |
$60.8K - $61.9K
|
126K
$10.3M
|
|
|
Jan 12, 2024
Q4 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-768- 21.43% |
$61.9K - $63K
|
2.82K
$231K
|
|
|
Jan 22, 2024
Q4 2023
|
Life Guide Financial Advisors, LLC
|
SELL
|
- |
-793- 3.33% |
$63.9K - $65.1K
|
23K
$1.89M
|
|
|
Feb 02, 2024
Q4 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-804- 12.77% |
$64.8K - $66K
|
5.49K
$450K
|
|
|
Feb 07, 2024
Q4 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-822- 3.03% |
$66.3K - $67.4K
|
26.3K
$2.16M
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-840- 24.21% |
$67.7K - $68.9K
|
2.63K
$216K
|
|
|
Jan 12, 2024
Q4 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-841- 4.05% |
$67.8K - $69K
|
19.9K
$1.63M
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-848- 2.06% |
$68.4K - $69.6K
|
40.3K
$3.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-862- 0.99% |
$69.5K - $70.7K
|
86.3K
$7.08M
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-917- 28.85% |
$73.9K - $75.2K
|
2.26K
$185K
|
|
|
Feb 13, 2024
Q4 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-922- 15.13% |
$74.3K - $75.6K
|
5.17K
$424K
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-924- 16.46% |
$74.5K - $75.8K
|
4.69K
$385K
|
|
|
Feb 06, 2024
Q4 2023
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-924- 17.0% |
$74.5K - $75.8K
|
4.51K
$370K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-927- 50.63% |
$74.7K - $76.1K
|
904
$74.2K
|
|
|
Jan 24, 2024
Q4 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-969- 9.36% |
$78.1K - $79.5K
|
9.39K
$770K
|
|
|
Feb 06, 2024
Q4 2023
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-975- 4.92% |
$78.6K - $80K
|
18.8K
$1.55M
|
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-976- 7.68% |
$78.7K - $80.1K
|
11.7K
$963K
|
|
|
Jan 17, 2024
Q4 2023
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-1.02K- 6.96% |
$82.2K - $83.7K
|
13.6K
$1.12M
|
|
|
Jan 18, 2024
Q4 2023
|
Retirement Financial Solutions, LLC
Knoxville, TN |
SELL
|
- |
-1.02K- 1.65% |
$82.4K - $83.8K
|
60.9K
$5M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-1.04K- 0.33% |
$83.7K - $85.2K
|
312K
$25.6M
|
|
|
Jan 23, 2024
Q4 2023
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-1.06K- 1.99% |
$85.1K - $86.6K
|
51.8K
$4.25M
|
|
|
Feb 02, 2024
Q4 2023
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-1.08K- 7.79% |
$87K - $88.5K
|
12.8K
$1.05M
|
|
|
Jan 31, 2024
Q4 2023
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-1.08K- 14.06% |
$87.3K - $88.8K
|
6.62K
$543K
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1.09K- 17.66% |
$87.6K - $89.2K
|
5.07K
$416K
|
|
|
Feb 08, 2024
Q4 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-1.09K- 12.66% |
$88.2K - $89.8K
|
7.55K
$619K
|
|
|
Feb 05, 2024
Q4 2023
|
Auxano Advisors, LLC
|
SELL
|
- |
-1.1K- 1.24% |
$88.7K - $90.2K
|
87.7K
$7.2M
|
|
|
Jun 27, 2024
Q4 2023
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-1.1K- 11.0% |
$88.7K - $90.2K
|
8.9K
$730K
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-1.13K- 11.73% |
$90.8K - $92.4K
|
8.47K
$695K
|
|
|
Jan 23, 2024
Q4 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-1.13K- 27.64% |
$91.3K - $92.9K
|
2.96K
$243K
|
|
|
Feb 13, 2024
Q4 2023
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-1.14K- 10.82% |
$91.7K - $93.3K
|
9.37K
$768K
|
|
|
Jan 10, 2024
Q4 2023
|
Falcon Wealth Planning
|
SELL
|
- |
-1.15K- 12.09% |
$92.5K - $94.1K
|
8.34K
$684K
|
|
|
Jan 22, 2024
Q4 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-1.17K- 4.77% |
$94.6K - $96.3K
|
23.4K
$1.92M
|
|
|
Jan 24, 2024
Q4 2023
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-1.18K- 28.14% |
$94.7K - $96.4K
|
3K
$246K
|
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-1.19K- 6.21% |
$95.5K - $97.2K
|
17.9K
$1.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.2K- 98.6% |
$96.7K - $98.4K
|
17
$1.39K
|
|
|
Feb 13, 2024
Q4 2023
|
Fwl Investment Management, LLC
|
SELL
|
- |
-1.21K- 6.73% |
$97.4K - $99.1K
|
16.7K
$1.37M
|
|
|
Feb 12, 2024
Q4 2023
|
Meridian Management CO
|
SELL
|
- |
-1.22K- 33.02% |
$98K - $99.7K
|
2.47K
$202K
|
|
|
Jan 31, 2024
Q4 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-1.23K- 30.56% |
$99.5K - $101K
|
2.8K
$230K
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-1.25K- 32.19% |
$101K - $102K
|
2.63K
$215K
|
|
|
Jan 30, 2024
Q4 2023
|
St. James Investment Company, LLC
|
SELL
|
- |
-1.3K- 8.05% |
$104K - $106K
|
14.8K
$1.21M
|
|
|
Jan 09, 2024
Q4 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-1.3K- 24.63% |
$105K - $107K
|
3.99K
$327K
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
SELL
|
- |
-1.35K- 35.1% |
$109K - $110K
|
2.49K
$204K
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.38K- 7.56% |
$111K - $113K
|
16.9K
$1.39M
|
|
|
Feb 14, 2024
Q4 2023
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-1.41K- 5.95% |
$113K - $115K
|
22.2K
$1.82M
|
|
|
Feb 13, 2024
Q4 2023
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-1.47K- 12.88% |
$118K - $120K
|
9.93K
$814K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-1.48K- 24.51% |
$119K - $121K
|
4.54K
$373K
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-1.49K- 7.15% |
$120K - $122K
|
19.4K
$1.59M
|