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 18, 2024
Q4 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-1.51K- 3.53% |
$122K - $124K
|
41.2K
$3.38M
|
|
|
Jan 10, 2024
Q4 2023
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-1.59K- 23.86% |
$128K - $130K
|
5.07K
$416K
|
|
|
Sep 06, 2024
Q4 2023
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-1.63K- 1.48% |
$131K - $134K
|
108K
$8.9M
|
|
|
Jan 12, 2024
Q4 2023
|
Empirical Asset Management, LLC
|
SELL
|
- |
-1.64K- 16.26% |
$132K - $134K
|
8.42K
$691K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.64K- 1.44% |
$132K - $135K
|
112K
$9.19M
|
|
|
Feb 09, 2024
Q4 2023
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-1.65K- 25.52% |
$133K - $135K
|
4.8K
$394K
|
|
|
Feb 14, 2024
Q4 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-1.65K- 8.38% |
$133K - $135K
|
18K
$1.48M
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-1.66K- 6.27% |
$134K - $136K
|
24.8K
$2.04M
|
|
|
Apr 16, 2024
Q4 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-1.7K- 7.09% |
$137K - $139K
|
22.2K
$1.82M
|
|
|
Feb 13, 2024
Q4 2023
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-1.71K- 3.02% |
$138K - $140K
|
54.8K
$4.49M
|
|
|
Jan 30, 2024
Q4 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-1.74K- 28.18% |
$140K - $143K
|
4.43K
$363K
|
|
|
Feb 06, 2024
Q4 2023
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-1.74K- 21.74% |
$140K - $143K
|
6.26K
$513K
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.78K- 10.16% |
$143K - $146K
|
15.7K
$1.29M
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-1.8K- 28.81% |
$145K - $148K
|
4.46K
$366K
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-1.8K- 28.81% |
$145K - $148K
|
4.46K
$366K
|
|
|
Jan 29, 2024
Q4 2023
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-1.83K- 15.69% |
$147K - $150K
|
9.82K
$806K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.84K- 2.45% |
$148K - $151K
|
73K
$5.98M
|
|
|
Feb 09, 2024
Q4 2023
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-1.84K- 26.44% |
$148K - $151K
|
5.11K
$419K
|
|
|
Jan 11, 2024
Q4 2023
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-1.86K- 9.29% |
$150K - $152K
|
18.1K
$1.49M
|
|
|
Jan 26, 2024
Q4 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
SELL
|
- |
-1.86K- 3.44% |
$150K - $152K
|
52.1K
$4.27M
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.88K- 4.76% |
$151K - $154K
|
37.5K
$3.08M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.88K- 3.5% |
$151K - $154K
|
51.8K
$4.25M
|
|
|
Jan 18, 2024
Q4 2023
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-1.89K- 4.08% |
$152K - $155K
|
44.4K
$3.64M
|
|
|
Feb 12, 2024
Q4 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-1.9K- 9.24% |
$153K - $155K
|
18.6K
$1.53M
|
|
|
Jan 25, 2024
Q4 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-1.9K- 2.6% |
$154K - $156K
|
71.3K
$5.84M
|
|
|
Feb 05, 2024
Q4 2023
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-1.92K- 2.18% |
$154K - $157K
|
85.9K
$7.05M
|
|
|
Feb 08, 2024
Q4 2023
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-1.94K- 1.39% |
$156K - $159K
|
137K
$11.3M
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.97K- 12.8% |
$158K - $161K
|
13.4K
$1.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-2.01K- 6.91% |
$162K - $165K
|
27.1K
$2.22M
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-2.04K- 0.25% |
$164K - $167K
|
815K
$66.9M
|
|
|
Feb 12, 2024
Q4 2023
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-2.1K- 13.17% |
$170K - $173K
|
13.9K
$1.14M
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-2.15K- 29.05% |
$173K - $176K
|
5.25K
$431K
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-2.18K- 25.63% |
$176K - $179K
|
6.33K
$519K
|
|
|
Jan 29, 2024
Q4 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-2.3K- 8.8% |
$185K - $189K
|
23.8K
$1.95M
|
|
|
Feb 05, 2024
Q4 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-2.31K- 16.72% |
$186K - $189K
|
11.5K
$943K
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2.33K- 10.37% |
$188K - $191K
|
20.1K
$1.65M
|
|
|
Aug 28, 2024
Q4 2023
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-2.42K- 28.76% |
$195K - $198K
|
5.99K
$491K
|
|
|
Feb 14, 2024
Q4 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-2.45K- 2.36% |
$197K - $201K
|
101K
$8.32M
|
|
|
Jan 22, 2024
Q4 2023
|
Country Club Bank
|
SELL
|
- |
-2.45K- 3.31% |
$197K - $201K
|
71.4K
$5.85M
|
|
|
Jan 09, 2024
Q4 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-2.47K- 46.37% |
$199K - $203K
|
2.86K
$234K
|
|
|
Jan 17, 2024
Q4 2023
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-2.49K- 27.39% |
$201K - $204K
|
6.59K
$541K
|
|
|
Jan 22, 2024
Q4 2023
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-2.5K- 9.01% |
$201K - $205K
|
25.2K
$2.07M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.59K- 2.6% |
$208K - $212K
|
97K
$7.96M
|
|
|
Jan 12, 2024
Q4 2023
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-2.59K- 17.95% |
$208K - $212K
|
11.8K
$970K
|
|
|
Jan 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-2.62K- 3.29% |
$211K - $215K
|
77.1K
$6.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-2.65K- 22.88% |
$214K - $217K
|
8.93K
$732K
|
|
|
Jan 22, 2024
Q4 2023
|
Wolf Group Capital Advisors
|
SELL
|
- |
-2.72K- 3.58% |
$219K - $223K
|
73.3K
$6.01M
|
|
|
Jan 12, 2024
Q4 2023
|
Jessup Wealth Management, Inc
Dayton, OH |
SELL
|
- |
-2.73K- 47.16% |
$220K - $224K
|
3.06K
$251K
|
|
|
Feb 12, 2024
Q4 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-2.79K- 32.02% |
$225K - $229K
|
5.93K
$487K
|
|
|
Mar 06, 2024
Q4 2023
|
Alamar Capital Management, LLC
|
SELL
|
- |
-2.94K- 17.88% |
$237K - $241K
|
13.5K
$1.11M
|