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 02, 2024
Q4 2023
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
27.3K+ 13.36% |
$2.2M - $2.24M
|
231K
$19M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
27K+ 6.22% |
$2.17M - $2.21M
|
460K
$37.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
26.6K+ 17.77% |
$2.15M - $2.19M
|
177K
$14.5M
|
|
|
Jan 18, 2024
Q4 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
26KNew |
$2.1M - $2.13M
|
26K
$2.13M
|
|
|
May 30, 2024
Q4 2023
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
25.7KNew |
$2.07M - $2.11M
|
25.7K
$2.11M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
25.7K+ 54.82% |
$2.07M - $2.11M
|
72.5K
$5.95M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
25.2KNew |
$2.03M - $2.07M
|
25.2K
$2.06M
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
25.2K+ 29.58% |
$2.03M - $2.06M
|
110K
$9.04M
|
|
|
Jan 22, 2024
Q4 2023
|
Hudock, Inc.
|
BUY
|
- |
25.1K+ 128.75% |
$2.03M - $2.06M
|
44.6K
$3.66M
|
|
|
Aug 08, 2024
Q4 2023
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
24.4KNew |
$1.97M - $2M
|
24.4K
$2M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
23.7K+ 9.3% |
$1.91M - $1.95M
|
279K
$22.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
23.2KNew |
$1.87M - $1.9M
|
23.2K
$1.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
22.9K+ 24.59% |
$1.85M - $1.88M
|
116K
$9.54M
|
|
|
Feb 15, 2024
Q4 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
22.6K+ 1.33% |
$1.82M - $1.85M
|
1.72M
$141M
|
|
|
Jan 30, 2024
Q4 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
22.2K+ 816.45% |
$1.79M - $1.82M
|
24.9K
$2.04M
|
|
|
Jan 26, 2024
Q4 2023
|
Sterling Manor Financial, LLC
|
BUY
|
- |
21.8K+ 75.37% |
$1.76M - $1.79M
|
50.7K
$4.16M
|
|
|
Jan 31, 2024
Q4 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
21.7KNew |
$1.75M - $1.78M
|
21.7K
$1.78M
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
BUY
|
- |
21.7K+ 153.7% |
$1.75M - $1.78M
|
35.8K
$2.94M
|
|
|
Feb 08, 2024
Q4 2023
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
21.3KNew |
$1.71M - $1.75M
|
21.3K
$1.74M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
20.5K+ 72.42% |
$1.65M - $1.68M
|
48.8K
$4M
|
|
|
Feb 08, 2024
Q4 2023
|
North Rock Partners, LLC
|
BUY
|
- |
20.4K+ 96.06% |
$1.64M - $1.67M
|
41.6K
$3.41M
|
|
|
Feb 20, 2024
Q4 2023
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
20.2KNew |
$1.63M - $1.66M
|
20.2K
$1.66M
|
|
|
Feb 14, 2024
Q4 2023
|
Biltmore Family Office, LLC
|
BUY
|
- |
19.9K+ 30.0% |
$1.6M - $1.63M
|
86.1K
$7.06M
|
|
|
Feb 01, 2024
Q4 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
19.8K+ 101.25% |
$1.6M - $1.63M
|
39.4K
$3.23M
|
|
|
Jan 17, 2024
Q4 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
19.8K+ 31.43% |
$1.59M - $1.62M
|
82.6K
$6.78M
|
|
|
Jan 22, 2024
Q4 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
19.6K+ 8.76% |
$1.58M - $1.61M
|
244K
$20M
|
|
|
Feb 06, 2024
Q4 2023
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
19.1K+ 18.48% |
$1.54M - $1.57M
|
122K
$10M
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
18.8KNew |
$1.52M - $1.55M
|
18.8K
$1.55M
|
|
|
Jan 18, 2024
Q4 2023
|
Well Done, LLC
|
BUY
|
- |
17.8KNew |
$1.44M - $1.46M
|
17.8K
$1.46M
|
|
|
Feb 08, 2024
Q4 2023
|
Efficient Advisors, LLC
|
BUY
|
- |
17K+ 16.19% |
$1.37M - $1.4M
|
122K
$10M
|
|
|
Feb 05, 2024
Q4 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
17KNew |
$1.37M - $1.39M
|
17K
$1.39M
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
17K+ 12.43% |
$1.37M - $1.39M
|
153K
$12.6M
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
16.7K+ 40.42% |
$1.35M - $1.37M
|
58.1K
$4.77M
|
|
|
Feb 09, 2024
Q4 2023
|
Ndwm LLC
La Jolla, CA |
BUY
|
- |
16.7KNew |
$1.35M - $1.37M
|
16.7K
$1.37M
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
16.6K+ 12.89% |
$1.34M - $1.36M
|
146K
$11.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
16.3K+ 12.69% |
$1.32M - $1.34M
|
145K
$11.9M
|
|
|
Feb 02, 2024
Q4 2023
|
Community Bank, N.A.
|
BUY
|
- |
16.2K+ 465.86% |
$1.3M - $1.33M
|
19.7K
$1.61M
|
|
|
Feb 08, 2024
Q4 2023
|
Jordan Park Group LLC
|
BUY
|
- |
15.6KNew |
$1.26M - $1.28M
|
15.6K
$1.28M
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
15.5K+ 244.03% |
$1.25M - $1.27M
|
21.8K
$1.79M
|
|
|
Jan 19, 2024
Q4 2023
|
Forum Private Client Group LLC
|
BUY
|
- |
15.4KNew |
$1.24M - $1.26M
|
15.4K
$1.26M
|
|
|
Feb 16, 2024
Q4 2023
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
15.2KNew |
$1.23M - $1.25M
|
15.2K
$1.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
15.2K+ 10.28% |
$1.23M - $1.25M
|
163K
$13.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
15KNew |
$1.21M - $1.23M
|
15K
$1.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Adar1 Capital Management, LLC
Austin, TX |
BUY
|
- |
15KNew |
$1.21M - $1.23M
|
15K
$1.23M
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
14.8K+ 2.6% |
$1.19M - $1.22M
|
584K
$47.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
14.8K+ 74.41% |
$1.19M - $1.21M
|
34.6K
$2.84M
|
|
|
Feb 12, 2024
Q4 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
14.5K+ 356.76% |
$1.17M - $1.19M
|
18.6K
$1.53M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
14.2K+ 46.01% |
$1.15M - $1.17M
|
45.1K
$3.7M
|
|
|
Jan 09, 2024
Q4 2023
|
Sarasin & Partners LLP
|
BUY
|
- |
14KNew |
$1.13M - $1.15M
|
14K
$1.15M
|
|
|
Feb 09, 2024
Q4 2023
|
Starfox Financial Services, LLC
The Woodlands, TX |
BUY
|
- |
13.9K+ 10.04% |
$1.12M - $1.14M
|
153K
$12.5M
|