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 12, 2024
Q4 2023
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-20.4K- 39.19% |
$1.65M - $1.68M
|
31.7K
$2.62M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-20.5K- 4.62% |
$1.65M - $1.68M
|
422K
$34.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Perella Weinberg Partners Capital Management LP
|
SELL
|
- |
-20.7K- 1.16% |
$1.67M - $1.7M
|
1.77M
$146M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-21K- 15.39% |
$1.7M - $1.73M
|
116K
$9.56M
|
|
|
Feb 12, 2024
Q4 2023
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-21.2K- 74.74% |
$1.71M - $1.74M
|
7.15K
$591K
|
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-21.6K- 88.58% |
$1.74M - $1.78M
|
2.79K
$231K
|
|
|
Jan 31, 2024
Q4 2023
|
Zhang Financial LLC
|
SELL
|
- |
-21.7K- 66.79% |
$1.75M - $1.78M
|
10.8K
$891K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-21.9K- 9.64% |
$1.76M - $1.79M
|
205K
$16.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-22.4K- 61.93% |
$1.81M - $1.84M
|
13.8K
$1.14M
|
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-22.8K- 31.77% |
$1.84M - $1.87M
|
48.9K
$4.04M
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-22.8K- 89.91% |
$1.84M - $1.87M
|
2.56K
$212K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-23K- 49.16% |
$1.85M - $1.88M
|
23.7K
$1.96M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-23.3K- 5.79% |
$1.88M - $1.91M
|
380K
$31.4M
|
|
|
Feb 01, 2024
Q4 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-23.4K- 70.72% |
$1.89M - $1.92M
|
9.69K
$800K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-24.7K- 2.51% |
$1.99M - $2.03M
|
962K
$79.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Dorsey Wright & Associates
|
SELL
|
- |
-24.9K- 73.62% |
$2M - $2.04M
|
8.91K
$736K
|
|
|
Jan 31, 2024
Q4 2023
|
Matson Money. Inc.
|
SELL
|
- |
-24.9K- 1.81% |
$2.01M - $2.04M
|
1.36M
$112M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-25.4K- 9.14% |
$2.05M - $2.09M
|
253K
$20.9M
|
|
|
Jan 11, 2024
Q4 2023
|
Edge Wealth Management LLC
|
SELL
|
- |
-25.8K- 6.26% |
$2.08M - $2.11M
|
386K
$31.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
SELL
|
- |
-26.3K- 56.69% |
$2.12M - $2.16M
|
20.1K
$1.66M
|
|
|
Feb 15, 2024
Q4 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-26.5K- 58.07% |
$2.14M - $2.17M
|
19.1K
$1.58M
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-27.6K- 84.19% |
$2.23M - $2.27M
|
5.19K
$429K
|
|
|
Feb 06, 2024
Q4 2023
|
Leuthold Group, LLC
|
SELL
|
- |
-27.8K- 16.65% |
$2.24M - $2.28M
|
139K
$11.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-29.4K- 5.05% |
$2.37M - $2.41M
|
553K
$45.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-29.5K- 54.46% |
$2.37M - $2.42M
|
24.6K
$2.04M
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-29.9K- 66.27% |
$2.41M - $2.45M
|
15.2K
$1.26M
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-30.6K- 76.56% |
$2.47M - $2.51M
|
9.38K
$775K
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-31.5K- 30.63% |
$2.54M - $2.58M
|
71.4K
$5.9M
|
|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-32.3K- 85.6% |
$2.61M - $2.65M
|
5.44K
$450K
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-33.6K- 73.18% |
$2.71M - $2.75M
|
12.3K
$1.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-33.9K- 74.91% |
$2.73M - $2.78M
|
11.3K
$937K
|
|
|
Jan 25, 2024
Q4 2023
|
Cambiar Investors LLC
|
SELL
|
- |
-34K- 38.8% |
$2.74M - $2.79M
|
53.6K
$4.43M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-34K- 53.02% |
$2.74M - $2.79M
|
30.1K
$2.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-34.1K- 62.57% |
$2.75M - $2.8M
|
20.4K
$1.68M
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-34.2K- 87.89% |
$2.76M - $2.8M
|
4.71K
$389K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-34.5K- 33.4% |
$2.78M - $2.83M
|
68.7K
$5.68M
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-34.6K- 11.17% |
$2.79M - $2.84M
|
275K
$22.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-35.4K- 10.45% |
$2.85M - $2.9M
|
303K
$25M
|
|
|
Feb 13, 2024
Q4 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-36.3K- 57.63% |
$2.93M - $2.98M
|
26.7K
$2.21M
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-39.1K- 3.66% |
$3.16M - $3.21M
|
1.03M
$85.1M
|
|
|
Feb 02, 2024
Q4 2023
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-40.7K- 38.59% |
$3.28M - $3.34M
|
64.7K
$5.35M
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-41.1K- 80.62% |
$3.31M - $3.37M
|
9.88K
$816K
|
|
|
Jan 10, 2024
Q4 2023
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-41.1K- 84.17% |
$3.32M - $3.37M
|
7.73K
$639K
|
|
|
Feb 12, 2024
Q4 2023
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-41.5K- 24.52% |
$3.35M - $3.4M
|
128K
$10.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
SELL
|
- |
-41.5K- 43.18% |
$3.35M - $3.41M
|
54.6K
$4.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-42.8K- 19.94% |
$3.45M - $3.52M
|
172K
$14.2M
|
|
|
Jan 16, 2024
Q4 2023
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-44.4K- 57.8% |
$3.58M - $3.64M
|
32.4K
$2.68M
|
|
|
Jan 12, 2024
Q4 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-46.4K- 20.71% |
$3.74M - $3.8M
|
178K
$14.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-48K- 8.48% |
$3.87M - $3.94M
|
518K
$42.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-49.7K- 48.57% |
$4.01M - $4.08M
|
52.7K
$4.35M
|