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 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
67.1K+ 2.46% |
$5.41M - $5.5M
|
2.79M
$229M
|
|
|
Feb 09, 2024
Q4 2023
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
66KNew |
$5.32M - $5.41M
|
66K
$5.41M
|
|
|
Feb 13, 2024
Q4 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
64.9K+ 321.91% |
$5.23M - $5.32M
|
85K
$6.97M
|
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
64.3K+ 16.13% |
$5.19M - $5.28M
|
463K
$38M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
64.2K+ 129.46% |
$5.18M - $5.27M
|
114K
$9.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
63KNew |
$5.08M - $5.17M
|
63K
$5.17M
|
|
|
Feb 15, 2024
Q4 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
62.5K+ 56.31% |
$5.04M - $5.13M
|
174K
$14.2M
|
|
|
Feb 22, 2024
Q4 2023
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
62.4KNew |
$5.03M - $5.12M
|
62.4K
$5.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Vernal Point Advisors, LLC
San Francisco, CA |
BUY
|
- |
61.4KNew |
$4.95M - $5.03M
|
61.4K
$5.03M
|
|
|
Feb 13, 2024
Q4 2023
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
60.7K+ 380.96% |
$4.9M - $4.98M
|
76.7K
$6.29M
|
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
59.3K+ 206.83% |
$4.78M - $4.86M
|
87.9K
$7.21M
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
57.8KNew |
$4.66M - $4.74M
|
57.8K
$4.74M
|
|
|
Jan 22, 2024
Q4 2023
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
53.6K+ 39.13% |
$4.32M - $4.39M
|
190K
$15.6M
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
51.8K+ 20.06% |
$4.18M - $4.25M
|
310K
$25.4M
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
51.8K+ 20.06% |
$4.18M - $4.25M
|
310K
$25.4M
|
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
50.8K+ 1270600.0% |
$4.1M - $4.17M
|
50.8K
$4.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
50.4K+ 31.15% |
$4.06M - $4.13M
|
212K
$17.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
47.6K+ 9.94% |
$3.84M - $3.91M
|
527K
$43.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
47KNew |
$3.79M - $3.86M
|
47K
$3.86M
|
|
|
Feb 27, 2024
Q4 2023
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
46.9KNew |
$3.78M - $3.85M
|
46.9K
$3.85M
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
46.9K+ 247.88% |
$3.78M - $3.85M
|
65.8K
$5.4M
|
|
|
May 07, 2024
Q4 2023
|
Koa Wealth Management, LLC
Encinitas, CA |
BUY
|
- |
44.4KNew |
$3.58M - $3.64M
|
44.4K
$3.64M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
43.8K+ 39.66% |
$3.53M - $3.59M
|
154K
$12.7M
|
|
|
Jan 19, 2024
Q4 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
43.2K+ 119.66% |
$3.49M - $3.55M
|
79.4K
$6.51M
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
BUY
|
- |
43.1K+ 1448.05% |
$3.47M - $3.54M
|
46.1K
$3.78M
|
|
|
Feb 08, 2024
Q4 2023
|
Anthracite Investment Company, Inc.
Fort Worth, TX |
BUY
|
- |
42.5KNew |
$3.43M - $3.49M
|
42.5K
$3.49M
|
|
|
Jan 10, 2024
Q4 2023
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
42.3KNew |
$3.41M - $3.47M
|
42.3K
$3.47M
|
|
|
Feb 08, 2024
Q4 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
41.7K+ 21.74% |
$3.36M - $3.42M
|
233K
$19.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
40.1K+ 27.33% |
$3.23M - $3.29M
|
187K
$15.3M
|
|
|
Mar 20, 2024
Q4 2023
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
39KNew |
$3.15M - $3.2M
|
39K
$3.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
38.8K+ 12.35% |
$3.13M - $3.18M
|
353K
$28.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
37.6K+ 64.71% |
$3.03M - $3.08M
|
95.7K
$7.85M
|
|
|
Jan 05, 2024
Q4 2023
|
Boltwood Capital Management
|
BUY
|
- |
37.4KNew |
$3.02M - $3.07M
|
37.4K
$3.07M
|
|
|
Jan 25, 2024
Q4 2023
|
Fortem Financial Group, LLC
|
BUY
|
- |
37K+ 56.11% |
$2.98M - $3.04M
|
103K
$8.45M
|
|
|
Jan 19, 2024
Q4 2023
|
Blue Drive Global Investors LLP
London, X0 |
BUY
|
- |
35.5KNew |
$2.86M - $2.91M
|
35.5K
$2.91M
|
|
|
Feb 09, 2024
Q4 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
34.3K+ 277.57% |
$2.77M - $2.82M
|
46.7K
$3.83M
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
33.5KNew |
$2.7M - $2.75M
|
33.5K
$2.75M
|
|
|
Feb 02, 2024
Q4 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
33KNew |
$2.66M - $2.7M
|
33K
$2.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
32.2K+ 45.43% |
$2.6M - $2.64M
|
103K
$8.46M
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
32K+ 283.82% |
$2.58M - $2.62M
|
43.2K
$3.55M
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
31.4KNew |
$2.53M - $2.58M
|
31.4K
$2.58M
|
|
|
Jan 05, 2024
Q4 2023
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
30.8K+ 145.51% |
$2.48M - $2.53M
|
52K
$4.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
30.7K+ 611.45% |
$2.48M - $2.52M
|
35.7K
$2.93M
|
|
|
Feb 06, 2024
Q4 2023
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
29.4KNew |
$2.37M - $2.41M
|
29.4K
$2.41M
|
|
|
Jan 22, 2024
Q4 2023
|
Veracity Capital LLC
|
BUY
|
- |
28.8K+ 132.54% |
$2.32M - $2.36M
|
50.5K
$4.14M
|
|
|
Jan 26, 2024
Q4 2023
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
28.6K+ 160.02% |
$2.3M - $2.35M
|
46.5K
$3.81M
|
|
|
May 06, 2024
Q4 2023
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
28.6KNew |
$2.3M - $2.34M
|
28.6K
$2.34M
|
|
|
Feb 08, 2024
Q4 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
27.8K+ 11.43% |
$2.24M - $2.28M
|
271K
$22.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
27.5KNew |
$2.22M - $2.26M
|
27.5K
$2.25M
|
|
|
Jan 25, 2024
Q4 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
27.3K+ 24.95% |
$2.2M - $2.24M
|
137K
$11.2M
|