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
|
Krilogy Financial LLC
|
SELL
|
- |
-5.01K- 29.61% |
$404K - $411K
|
11.9K
$977K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-5.02K- 9.05% |
$404K - $411K
|
50.4K
$4.14M
|
|
|
Jan 25, 2024
Q4 2023
|
Mainstay Capital Management LLC
|
SELL
|
- |
-5.05K- 14.43% |
$407K - $414K
|
30K
$2.46M
|
|
|
Jan 30, 2024
Q4 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-5.29K- 41.28% |
$427K - $434K
|
7.53K
$617K
|
|
|
Feb 05, 2024
Q4 2023
|
One Day In July LLC
|
SELL
|
- |
-5.35K- 11.14% |
$432K - $439K
|
42.7K
$3.5M
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-5.39K- 10.9% |
$435K - $442K
|
44.1K
$3.62M
|
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
SELL
|
- |
-5.48K- 51.18% |
$442K - $450K
|
5.23K
$429K
|
|
|
Mar 05, 2024
Q4 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-5.66K- 4.36% |
$456K - $464K
|
124K
$10.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-5.77K- 4.73% |
$465K - $473K
|
116K
$9.54M
|
|
|
Feb 12, 2024
Q4 2023
|
Strategy Asset Managers LLC
|
SELL
|
- |
-5.83K- 19.27% |
$470K - $478K
|
24.4K
$2M
|
|
|
Jan 30, 2024
Q4 2023
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-5.91K- 4.22% |
$476K - $485K
|
134K
$11M
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-6.04K- 18.01% |
$487K - $496K
|
27.5K
$2.26M
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-6.09K- 46.88% |
$491K - $499K
|
6.9K
$566K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-6.22K- 9.8% |
$501K - $510K
|
57.3K
$4.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-6.28K- 19.59% |
$506K - $515K
|
25.8K
$2.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-6.47K- 22.83% |
$522K - $531K
|
21.9K
$1.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Arrow Investment Advisors, LLC
Laurel, MD |
SELL
|
- |
-6.5K- 29.25% |
$524K - $534K
|
15.7K
$1.29M
|
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
SELL
|
- |
-6.61K- 48.43% |
$533K - $542K
|
7.04K
$578K
|
|
|
Feb 12, 2024
Q4 2023
|
American Investment Services, Inc.
|
SELL
|
- |
-6.62K- 7.98% |
$534K - $543K
|
76.4K
$6.26M
|
|
|
Jan 24, 2024
Q4 2023
|
Biltmore Wealth Management, LLC
|
SELL
|
- |
-6.68K- 28.97% |
$538K - $548K
|
16.4K
$1.34M
|
|
|
Jan 22, 2024
Q4 2023
|
High Mark Wealth Management LLC
|
SELL
|
- |
-6.7K- 35.4% |
$540K - $550K
|
12.2K
$1M
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-6.74K- 57.68% |
$544K - $553K
|
4.95K
$406K
|
|
|
Jan 17, 2024
Q4 2023
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-6.77K- 41.09% |
$546K - $556K
|
9.71K
$796K
|
|
|
Feb 09, 2024
Q4 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-7.01K- 63.82% |
$565K - $575K
|
3.97K
$326K
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-7.01K- 24.37% |
$565K - $575K
|
21.8K
$1.78M
|
|
|
Feb 06, 2024
Q4 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-7.02K- 18.61% |
$566K - $576K
|
30.7K
$2.52M
|
|
|
Jan 10, 2024
Q4 2023
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-7.05K- 30.06% |
$569K - $579K
|
16.4K
$1.35M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-7.27K- 22.88% |
$586K - $596K
|
24.5K
$2.01M
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-7.42K- 19.58% |
$598K - $608K
|
30.5K
$2.5M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-7.6K- 20.55% |
$613K - $624K
|
29.4K
$2.41M
|
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-7.62K- 47.27% |
$614K - $625K
|
8.5K
$697K
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-7.73K- 31.52% |
$623K - $634K
|
16.8K
$1.38M
|
|
|
Feb 02, 2024
Q4 2023
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-7.77K- 32.27% |
$626K - $637K
|
16.3K
$1.34M
|
|
|
May 20, 2024
Q4 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-7.83K- 39.84% |
$631K - $642K
|
11.8K
$970K
|
|
|
Jan 08, 2024
Q4 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-7.88K- 46.19% |
$635K - $646K
|
9.18K
$753K
|
|
|
Feb 12, 2024
Q4 2023
|
America First Investment Advisors, LLC
|
SELL
|
- |
-7.88K- 2.2% |
$635K - $647K
|
351K
$28.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-8.09K- 8.4% |
$653K - $664K
|
88.2K
$7.24M
|
|
|
Jan 12, 2024
Q4 2023
|
Greenspring Advisors, LLC
|
SELL
|
- |
-8.14K- 54.56% |
$656K - $668K
|
6.78K
$556K
|
|
|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
SELL
|
- |
-8.73K- 38.72% |
$704K - $716K
|
13.8K
$1.13M
|
|
|
Feb 13, 2024
Q4 2023
|
Platform Technology Partners
|
SELL
|
- |
-8.79K- 17.01% |
$709K - $721K
|
42.9K
$3.52M
|
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-8.95K- 38.94% |
$721K - $734K
|
14K
$1.15M
|
|
|
Jan 19, 2024
Q4 2023
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-9.19K- 16.03% |
$741K - $754K
|
48.1K
$3.95M
|
|
|
Jan 12, 2024
Q4 2023
|
Wj Wealth Management, LLC
|
SELL
|
- |
-9.5K- 7.04% |
$766K - $780K
|
126K
$10.3M
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-9.61K- 1.33% |
$775K - $788K
|
714K
$58.6M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-9.64K- 1.33% |
$777K - $791K
|
714K
$58.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-9.72K- 6.13% |
$784K - $798K
|
149K
$12.2M
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
SELL
|
- |
-9.99K- 13.31% |
$805K - $819K
|
65K
$5.34M
|
|
|
Feb 09, 2024
Q4 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-10K- 43.48% |
$806K - $820K
|
13K
$1.07M
|
|
|
Apr 22, 2024
Q4 2023
|
First Purpose Wealth LLC
|
SELL
|
- |
-10.2K- 50.86% |
$824K - $838K
|
9.87K
$810K
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-10.5K- 56.06% |
$843K - $858K
|
8.2K
$672K
|