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 08, 2024
Q4 2023
|
Vigilare Wealth Management
|
SELL
|
- |
-84.8K- 81.72% |
$6.84M - $6.96M
|
19K
$1.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-85K- 94.88% |
$6.85M - $6.97M
|
4.58K
$376K
|
|
|
Feb 14, 2024
Q4 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-88.7K- 24.05% |
$7.15M - $7.28M
|
280K
$23M
|
|
|
Feb 15, 2024
Q4 2023
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-100K- 40.92% |
$8.08M - $8.22M
|
145K
$11.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-100K- 93.12% |
$8.1M - $8.24M
|
7.42K
$609K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-103K- 21.23% |
$8.29M - $8.43M
|
381K
$31.3M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-111K- 63.61% |
$8.92M - $9.08M
|
63.3K
$5.19M
|
|
|
Feb 07, 2024
Q4 2023
|
Innova Wealth Partners
|
SELL
|
- |
-113K- 37.24% |
$9.08M - $9.24M
|
190K
$15.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-113K- 15.22% |
$9.15M - $9.31M
|
632K
$51.8M
|
|
|
Feb 02, 2024
Q4 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-119K- 70.52% |
$9.62M - $9.78M
|
49.9K
$4.09M
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-122K- 53.29% |
$9.86M - $10M
|
107K
$8.79M
|
|
|
Mar 12, 2024
Q4 2023
|
Rovin Capital
|
SELL
|
- |
-124K- 80.01% |
$9.99M - $10.2M
|
31K
$2.54M
|
|
|
Feb 13, 2024
Q4 2023
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-125K- 50.99% |
$10.1M - $10.2M
|
120K
$9.84M
|
|
|
Jan 12, 2024
Q4 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-135K- 83.22% |
$10.9M - $11.1M
|
27.3K
$2.24M
|
|
|
Feb 07, 2024
Q4 2023
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-140K- 99.87% |
$11.3M - $11.5M
|
185
$15.2K
|
|
|
Jan 17, 2024
Q4 2023
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-144K- 97.17% |
$11.6M - $11.8M
|
4.18K
$343K
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-147K- 70.34% |
$11.9M - $12.1M
|
62.1K
$5.09M
|
|
|
Feb 08, 2024
Q4 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-150K- 84.15% |
$12.1M - $12.3M
|
28.2K
$2.32M
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-154K- 16.33% |
$12.4M - $12.6M
|
789K
$64.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-160K- 10.25% |
$12.9M - $13.1M
|
1.4M
$115M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-161K- 13.23% |
$13M - $13.2M
|
1.06M
$86.8M
|
|
|
Jan 17, 2024
Q4 2023
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-183K- 98.71% |
$14.7M - $15M
|
2.4K
$197K
|
|
|
Apr 22, 2024
Q4 2023
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-183K- 98.71% |
$14.7M - $15M
|
2.4K
$197K
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-187K- 41.48% |
$15.1M - $15.3M
|
264K
$21.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-188K- 5.74% |
$15.2M - $15.5M
|
3.09M
$254M
|
|
|
Feb 12, 2024
Q4 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-191K- 22.14% |
$15.4M - $15.7M
|
672K
$55.2M
|
|
|
Jan 12, 2024
Q4 2023
|
Sg Americas Securities, LLC
|
SELL
|
- |
-195K- 96.01% |
$15.7M - $16M
|
8.09K
$663K
|
|
|
Feb 09, 2024
Q4 2023
|
Banco Santander, S.A.
|
SELL
|
- |
-213K- 91.73% |
$17.1M - $17.4M
|
19.2K
$1.57M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
SELL
|
- |
-226K- 48.91% |
$18.3M - $18.6M
|
237K
$19.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-227K- 45.76% |
$18.3M - $18.6M
|
269K
$22.1M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-237K- 17.62% |
$19.1M - $19.4M
|
1.11M
$90.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-238K- 47.92% |
$19.2M - $19.5M
|
259K
$21.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-241K- 85.0% |
$19.4M - $19.8M
|
42.5K
$3.49M
|
|
|
Feb 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-248K- 40.44% |
$20M - $20.4M
|
366K
$30M
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-263K- 50.76% |
$21.2M - $21.6M
|
255K
$20.9M
|
|
|
Jan 18, 2024
Q4 2023
|
Gen Trust, LLC
|
SELL
|
- |
-264K- 98.19% |
$21.3M - $21.7M
|
4.86K
$398K
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-272K- 60.87% |
$21.9M - $22.3M
|
175K
$14.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-289K- 77.05% |
$23.3M - $23.7M
|
86.1K
$7.06M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-306K- 6.19% |
$24.7M - $25.1M
|
4.64M
$380M
|
|
|
Jan 10, 2024
Q4 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-323K- 61.51% |
$26M - $26.5M
|
202K
$16.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-395K- 35.32% |
$31.8M - $32.4M
|
723K
$59.3M
|
|
|
Jan 30, 2024
Q4 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-410K- 74.93% |
$33M - $33.6M
|
137K
$11.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-434K- 26.81% |
$35M - $35.6M
|
1.18M
$97.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-583K- 43.16% |
$47M - $47.9M
|
768K
$63M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-656K- 11.94% |
$52.9M - $53.8M
|
4.84M
$397M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-677K- 17.66% |
$54.6M - $55.5M
|
3.15M
$259M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-704K- 30.12% |
$56.8M - $57.8M
|
1.63M
$134M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-837K- 13.57% |
$67.5M - $68.7M
|
5.33M
$437M
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-1.12M- 12.16% |
$90.6M - $92.2M
|
8.12M
$666M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.23M- 41.79% |
$99.1M - $101M
|
1.71M
$140M
|