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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-10.6K- 10.78% |
$851K - $866K
|
87.4K
$7.17M
|
|
|
Feb 07, 2024
Q4 2023
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-10.7K- 34.45% |
$862K - $877K
|
20.3K
$1.67M
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-11K- 34.81% |
$885K - $901K
|
20.6K
$1.69M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-11K- 14.12% |
$889K - $905K
|
67.1K
$5.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-11.2K- 1.83% |
$906K - $922K
|
602K
$49.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-11.4K- 17.23% |
$920K - $936K
|
54.8K
$4.5M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-11.4K- 12.97% |
$920K - $936K
|
76.5K
$6.28M
|
|
|
Feb 12, 2024
Q4 2023
|
Stone X Group Inc.
|
SELL
|
- |
-11.5K- 29.81% |
$928K - $944K
|
27.1K
$2.22M
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-12.2K- 4.34% |
$981K - $998K
|
268K
$22M
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-12.2K- 7.43% |
$984K - $1M
|
152K
$12.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-12.3KClosed |
$992K - $1.01M
|
0
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-12.6K- 4.2% |
$1.01M - $1.03M
|
286K
$23.5M
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-12.6K- 11.47% |
$1.02M - $1.03M
|
97.2K
$7.97M
|
|
|
Feb 14, 2024
Q4 2023
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-12.9K- 76.17% |
$1.04M - $1.06M
|
4.03K
$330K
|
|
|
Feb 08, 2024
Q4 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-13.2K- 27.05% |
$1.06M - $1.08M
|
35.5K
$2.92M
|
|
|
Feb 05, 2024
Q4 2023
|
Cypress Capital, LLC
|
SELL
|
- |
-13.3K- 5.14% |
$1.07M - $1.09M
|
245K
$20.1M
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-13.3K- 15.72% |
$1.07M - $1.09M
|
71.2K
$5.84M
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-13.3K- 9.22% |
$1.07M - $1.09M
|
131K
$10.7M
|
|
|
Jan 22, 2024
Q4 2023
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-13.6K- 31.17% |
$1.1M - $1.12M
|
30K
$2.46M
|
|
|
Feb 08, 2024
Q4 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-14.1K- 83.03% |
$1.14M - $1.16M
|
2.88K
$237K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-14.4K- 21.37% |
$1.16M - $1.18M
|
53K
$4.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-14.8K- 19.14% |
$1.19M - $1.21M
|
62.5K
$5.13M
|
|
|
Jan 25, 2024
Q4 2023
|
E&G Advisors, LP
|
SELL
|
- |
-15.1K- 71.06% |
$1.22M - $1.24M
|
6.15K
$504K
|
|
|
Jan 17, 2024
Q4 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-15.5K- 59.37% |
$1.25M - $1.27M
|
10.6K
$869K
|
|
|
Feb 05, 2024
Q4 2023
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-16K- 6.49% |
$1.29M - $1.32M
|
231K
$18.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-16.1K- 12.41% |
$1.3M - $1.32M
|
114K
$9.32M
|
|
|
Feb 09, 2024
Q4 2023
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-16.3K- 45.13% |
$1.31M - $1.34M
|
19.8K
$1.63M
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-16.8K- 4.21% |
$1.35M - $1.37M
|
381K
$31.3M
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-16.9K- 83.29% |
$1.36M - $1.39M
|
3.4K
$279K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-17K- 10.4% |
$1.37M - $1.39M
|
146K
$12M
|
|
|
Jan 30, 2024
Q4 2023
|
Members Trust CO
|
SELL
|
- |
-17.9K- 2.3% |
$1.44M - $1.47M
|
761K
$62.4M
|
|
|
Feb 06, 2024
Q4 2023
|
James Investment Research Inc
|
SELL
|
- |
-17.9K- 10.38% |
$1.44M - $1.47M
|
155K
$12.7M
|
|
|
Jan 10, 2024
Q4 2023
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-18.9K- 47.6% |
$1.52M - $1.55M
|
20.8K
$1.71M
|
|
|
Feb 12, 2024
Q4 2023
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-19.2K- 3.87% |
$1.55M - $1.57M
|
476K
$39.1M
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-19.7K- 54.18% |
$1.59M - $1.62M
|
16.7K
$1.37M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-20K- 51.36% |
$1.61M - $1.64M
|
18.9K
$1.55M
|
|
|
Feb 12, 2024
Q4 2023
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-20.4K- 39.19% |
$1.65M - $1.68M
|
31.7K
$2.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-20.5K- 4.62% |
$1.65M - $1.68M
|
422K
$34.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Perella Weinberg Partners Capital Management LP
|
SELL
|
- |
-20.7K- 1.16% |
$1.67M - $1.7M
|
1.77M
$145M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-21K- 15.39% |
$1.7M - $1.73M
|
116K
$9.49M
|
|
|
Feb 12, 2024
Q4 2023
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-21.2K- 74.74% |
$1.71M - $1.74M
|
7.15K
$587K
|
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-21.6K- 88.58% |
$1.74M - $1.78M
|
2.79K
$229K
|
|
|
Jan 31, 2024
Q4 2023
|
Zhang Financial LLC
|
SELL
|
- |
-21.7K- 66.79% |
$1.75M - $1.78M
|
10.8K
$884K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-21.9K- 9.64% |
$1.76M - $1.79M
|
205K
$16.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-22.4K- 61.93% |
$1.81M - $1.84M
|
13.8K
$1.13M
|
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-22.8K- 31.77% |
$1.84M - $1.87M
|
48.9K
$4.01M
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-22.8K- 89.91% |
$1.84M - $1.87M
|
2.56K
$210K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-23K- 49.16% |
$1.85M - $1.88M
|
23.7K
$1.95M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-23.3K- 5.79% |
$1.88M - $1.91M
|
380K
$31.1M
|
|
|
Feb 01, 2024
Q4 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-23.4K- 70.72% |
$1.89M - $1.92M
|
9.69K
$794K
|