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
|
4 J Wealth Management LLC
|
SELL
|
- |
-2.95K- 9.41% |
$238K - $242K
|
28.4K
$2.33M
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-2.98K- 98.41% |
$240K - $244K
|
48
$3.94K
|
|
|
Feb 14, 2024
Q4 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-3K- 48.0% |
$242K - $246K
|
3.25K
$267K
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-3.06K- 2.85% |
$247K - $251K
|
104K
$8.56M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.07K- 4.8% |
$248K - $252K
|
61K
$5M
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-3.12K- 27.4% |
$251K - $256K
|
8.26K
$678K
|
|
|
Jan 12, 2024
Q4 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-3.24K- 16.61% |
$261K - $266K
|
16.3K
$1.33M
|
|
|
Jan 25, 2024
Q4 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-3.3K- 26.68% |
$266K - $271K
|
9.07K
$744K
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-3.3K- 8.68% |
$266K - $271K
|
34.7K
$2.85M
|
|
|
Jan 29, 2024
Q4 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-3.34K- 35.48% |
$269K - $274K
|
6.08K
$498K
|
|
|
Jan 12, 2024
Q4 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3.39K- 5.78% |
$273K - $278K
|
55.3K
$4.54M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-3.43K- 5.29% |
$277K - $282K
|
61.5K
$5.04M
|
|
|
Jan 04, 2024
Q4 2023
|
Arden Trust CO
|
SELL
|
- |
-3.47K- 57.08% |
$280K - $285K
|
2.61K
$214K
|
|
|
Jan 30, 2024
Q4 2023
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-3.59K- 27.34% |
$289K - $294K
|
9.53K
$782K
|
|
|
Jan 22, 2024
Q4 2023
|
Bellecapital International Ltd.
|
SELL
|
- |
-3.6K- 24.88% |
$290K - $295K
|
10.9K
$892K
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-3.62K- 92.07% |
$292K - $297K
|
312
$25.6K
|
|
|
Jan 22, 2024
Q4 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-3.7K- 16.86% |
$298K - $303K
|
18.2K
$1.5M
|
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-3.71K- 14.55% |
$299K - $304K
|
21.8K
$1.78M
|
|
|
Feb 14, 2024
Q4 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-3.73K- 15.82% |
$301K - $306K
|
19.9K
$1.63M
|
|
|
Jan 12, 2024
Q4 2023
|
Client First Capital LLC
|
SELL
|
- |
-3.81K- 1.45% |
$307K - $313K
|
260K
$21.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-3.83K- 33.77% |
$308K - $314K
|
7.5K
$615K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-3.97K- 41.39% |
$320K - $326K
|
5.63K
$462K
|
|
|
Feb 09, 2024
Q4 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-4.02K- 37.13% |
$324K - $330K
|
6.81K
$558K
|
|
|
Jan 29, 2024
Q4 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-4.04K- 13.57% |
$326K - $331K
|
25.7K
$2.11M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-4.04K- 6.47% |
$326K - $332K
|
58.5K
$4.8M
|
|
|
Jan 31, 2024
Q4 2023
|
Pacific Wealth Management
|
SELL
|
- |
-4.11K- 4.0% |
$332K - $337K
|
98.6K
$8.09M
|
|
|
Feb 08, 2024
Q4 2023
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-4.11K- 14.12% |
$332K - $338K
|
25K
$2.05M
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-4.2K- 23.96% |
$339K - $345K
|
13.3K
$1.09M
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-4.21K- 31.62% |
$339K - $345K
|
9.11K
$747K
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-4.24K- 2.76% |
$341K - $347K
|
149K
$12.2M
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-4.25K- 31.1% |
$343K - $349K
|
9.42K
$773K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-4.29K- 19.97% |
$346K - $352K
|
17.2K
$1.41M
|
|
|
Jan 26, 2024
Q4 2023
|
Executive Wealth Management, LLC
|
SELL
|
- |
-4.29K- 2.56% |
$346K - $352K
|
164K
$13.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-4.34K- 42.53% |
$350K - $356K
|
5.86K
$481K
|
|
|
Jan 29, 2024
Q4 2023
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-4.5K- 5.38% |
$363K - $369K
|
79.2K
$6.49M
|
|
|
Feb 14, 2024
Q4 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-4.54K- 9.37% |
$366K - $373K
|
43.9K
$3.6M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-4.55K- 4.21% |
$366K - $373K
|
103K
$8.49M
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-4.56K- 4.1% |
$367K - $374K
|
106K
$8.73M
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-4.66K- 39.79% |
$376K - $382K
|
7.06K
$579K
|
|
|
Feb 08, 2024
Q4 2023
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-4.68K- 16.96% |
$377K - $384K
|
22.9K
$1.88M
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-4.69K- 57.18% |
$378K - $385K
|
3.51K
$288K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-4.74K- 8.96% |
$382K - $389K
|
48.1K
$3.95M
|
|
|
Feb 06, 2024
Q4 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-4.79K- 41.8% |
$386K - $393K
|
6.67K
$547K
|
|
|
Feb 13, 2024
Q4 2023
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-4.8K- 5.72% |
$387K - $394K
|
79.1K
$6.49M
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-4.8K- 19.49% |
$387K - $394K
|
19.8K
$1.63M
|
|
|
Jan 26, 2024
Q4 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-4.86K- 10.78% |
$391K - $398K
|
40.2K
$3.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
SELL
|
- |
-4.87K- 11.84% |
$393K - $400K
|
36.3K
$2.97M
|
|
|
Jan 19, 2024
Q4 2023
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-4.9K- 18.85% |
$395K - $402K
|
21.1K
$1.73M
|
|
|
Feb 05, 2024
Q4 2023
|
Family Firm, Inc.
|
SELL
|
- |
-4.97K- 15.44% |
$401K - $408K
|
27.2K
$2.23M
|
|
|
Jan 18, 2024
Q4 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-5K- 16.74% |
$403K - $410K
|
24.9K
$2.04M
|