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
|
Country Club Bank
|
SELL
|
- |
-2.45K- 3.31% |
$197K - $201K
|
71.4K
$5.9M
|
|
|
Jan 09, 2024
Q4 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-2.47K- 46.37% |
$199K - $203K
|
2.86K
$236K
|
|
|
Jan 17, 2024
Q4 2023
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-2.49K- 27.39% |
$201K - $204K
|
6.59K
$545K
|
|
|
Jan 22, 2024
Q4 2023
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-2.5K- 9.01% |
$201K - $205K
|
25.2K
$2.08M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.59K- 2.6% |
$208K - $212K
|
97K
$8.02M
|
|
|
Jan 12, 2024
Q4 2023
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-2.59K- 17.95% |
$208K - $212K
|
11.8K
$977K
|
|
|
Jan 15, 2025
Q4 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-2.59KClosed |
$209K - $213K
|
0
$0
|
|
|
Jan 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-2.62K- 3.29% |
$211K - $215K
|
77.1K
$6.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-2.65K- 22.88% |
$214K - $217K
|
8.93K
$738K
|
|
|
Jan 22, 2024
Q4 2023
|
Wolf Group Capital Advisors
|
SELL
|
- |
-2.72K- 3.58% |
$219K - $223K
|
73.3K
$6.06M
|
|
|
Jan 12, 2024
Q4 2023
|
Jessup Wealth Management, Inc
Dayton, OH |
SELL
|
- |
-2.73K- 47.16% |
$220K - $224K
|
3.06K
$253K
|
|
|
Feb 12, 2024
Q4 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-2.79K- 32.02% |
$225K - $229K
|
5.93K
$490K
|
|
|
Mar 06, 2024
Q4 2023
|
Alamar Capital Management, LLC
|
SELL
|
- |
-2.94K- 17.88% |
$237K - $241K
|
13.5K
$1.12M
|
|
|
Jan 22, 2024
Q4 2023
|
4 J Wealth Management LLC
|
SELL
|
- |
-2.95K- 9.41% |
$238K - $242K
|
28.4K
$2.35M
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-2.98K- 98.41% |
$240K - $244K
|
48
$3.97K
|
|
|
Feb 14, 2024
Q4 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-3K- 48.0% |
$242K - $246K
|
3.25K
$269K
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-3.06K- 2.85% |
$247K - $251K
|
104K
$8.62M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.07K- 4.8% |
$248K - $252K
|
61K
$5.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-3.12K- 27.4% |
$251K - $256K
|
8.26K
$683K
|
|
|
Jan 12, 2024
Q4 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-3.24K- 16.61% |
$261K - $266K
|
16.3K
$1.35M
|
|
|
Jan 25, 2024
Q4 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-3.3K- 26.68% |
$266K - $271K
|
9.07K
$750K
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-3.3K- 8.68% |
$266K - $271K
|
34.7K
$2.87M
|
|
|
Jan 29, 2024
Q4 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-3.34K- 35.48% |
$269K - $274K
|
6.08K
$502K
|
|
|
Jan 12, 2024
Q4 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3.39K- 5.78% |
$273K - $278K
|
55.3K
$4.57M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-3.43K- 5.29% |
$277K - $282K
|
61.5K
$5.08M
|
|
|
Jan 04, 2024
Q4 2023
|
Arden Trust CO
|
SELL
|
- |
-3.47K- 57.08% |
$280K - $285K
|
2.61K
$216K
|
|
|
Jan 30, 2024
Q4 2023
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-3.59K- 27.34% |
$289K - $294K
|
9.53K
$788K
|
|
|
Jan 22, 2024
Q4 2023
|
Bellecapital International Ltd.
|
SELL
|
- |
-3.6K- 24.88% |
$290K - $295K
|
10.9K
$898K
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-3.62K- 92.07% |
$292K - $297K
|
312
$25.8K
|
|
|
Jan 22, 2024
Q4 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-3.7K- 16.86% |
$298K - $303K
|
18.2K
$1.51M
|
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-3.71K- 14.55% |
$299K - $304K
|
21.8K
$1.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-3.73K- 15.82% |
$301K - $306K
|
19.9K
$1.64M
|
|
|
Jan 12, 2024
Q4 2023
|
Client First Capital LLC
|
SELL
|
- |
-3.81K- 1.45% |
$307K - $313K
|
260K
$21.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-3.83K- 33.77% |
$308K - $314K
|
7.5K
$620K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-3.97K- 41.39% |
$320K - $326K
|
5.63K
$465K
|
|
|
Feb 09, 2024
Q4 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-4.02K- 37.13% |
$324K - $330K
|
6.81K
$563K
|
|
|
Jan 29, 2024
Q4 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-4.04K- 13.57% |
$326K - $331K
|
25.7K
$2.12M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-4.04K- 6.47% |
$326K - $332K
|
58.5K
$4.83M
|
|
|
Jan 31, 2024
Q4 2023
|
Pacific Wealth Management
|
SELL
|
- |
-4.11K- 4.0% |
$332K - $337K
|
98.6K
$8.15M
|
|
|
Feb 08, 2024
Q4 2023
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-4.11K- 14.12% |
$332K - $338K
|
25K
$2.07M
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-4.2K- 23.96% |
$339K - $345K
|
13.3K
$1.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-4.21K- 31.62% |
$339K - $345K
|
9.11K
$753K
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-4.24K- 2.76% |
$341K - $347K
|
149K
$12.3M
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-4.25K- 31.1% |
$343K - $349K
|
9.42K
$779K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-4.29K- 19.97% |
$346K - $352K
|
17.2K
$1.42M
|
|
|
Jan 26, 2024
Q4 2023
|
Executive Wealth Management, LLC
|
SELL
|
- |
-4.29K- 2.56% |
$346K - $352K
|
164K
$13.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-4.34K- 42.53% |
$350K - $356K
|
5.86K
$484K
|
|
|
Jan 29, 2024
Q4 2023
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-4.5K- 5.38% |
$363K - $369K
|
79.2K
$6.54M
|
|
|
Feb 14, 2024
Q4 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-4.54K- 9.37% |
$366K - $373K
|
43.9K
$3.63M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-4.55K- 4.21% |
$366K - $373K
|
103K
$8.55M
|