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 30, 2024
Q4 2023
|
Dakota Wealth Management
|
BUY
|
- |
13.7K+ 11.79% |
$1.1M - $1.12M
|
130K
$10.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
13.3K+ 452.87% |
$1.08M - $1.09M
|
16.3K
$1.34M
|
|
|
Feb 05, 2024
Q4 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
13.3K+ 64.37% |
$1.07M - $1.09M
|
33.9K
$2.78M
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
13.2KNew |
$1.06M - $1.08M
|
13.2K
$1.08M
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
13K+ 34.67% |
$1.05M - $1.07M
|
50.4K
$4.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
12.8K+ 7.02% |
$1.04M - $1.05M
|
196K
$16.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
12.7KNew |
$1.02M - $1.04M
|
12.7K
$1.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
12.6K+ 27.08% |
$1.02M - $1.03M
|
59.2K
$4.85M
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
12.4K+ 59.85% |
$999K - $1.02M
|
33.1K
$2.72M
|
|
|
Feb 14, 2024
Q4 2023
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
12.3KNew |
$995K - $1.01M
|
12.3K
$1.01M
|
|
|
Jan 18, 2024
Q4 2023
|
Values First Advisors, Inc.
|
BUY
|
- |
12.3K+ 58.3% |
$994K - $1.01M
|
33.5K
$2.75M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
12.3K+ 19.34% |
$991K - $1.01M
|
75.8K
$6.22M
|
|
|
Jan 22, 2024
Q4 2023
|
Welch Group, LLC
|
BUY
|
- |
12.2KNew |
$983K - $1M
|
12.2K
$1M
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
12K+ 151.76% |
$969K - $986K
|
19.9K
$1.64M
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
11.9K+ 0.91% |
$958K - $975K
|
1.32M
$108M
|
|
|
Feb 28, 2024
Q4 2023
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
11.9K+ 15.69% |
$957K - $974K
|
87.6K
$7.18M
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
11.6K+ 97.31% |
$938K - $954K
|
23.6K
$1.93M
|
|
|
Feb 05, 2024
Q4 2023
|
Searle & Co.
|
BUY
|
- |
11.5KNew |
$927K - $943K
|
11.5K
$943K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
11.5K+ 20.81% |
$926K - $943K
|
66.7K
$5.47M
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
BUY
|
- |
11.5K+ 2.41% |
$925K - $942K
|
488K
$40.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
11.4K+ 6.44% |
$919K - $935K
|
188K
$15.5M
|
|
|
Mar 19, 2024
Q4 2023
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
11.2KNew |
$903K - $919K
|
11.2K
$919K
|
|
|
Jan 04, 2024
Q4 2023
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
11.1K+ 374.68% |
$895K - $910K
|
14.1K
$1.15M
|
|
|
Jan 31, 2024
Q4 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
10.5KNew |
$847K - $862K
|
10.5K
$861K
|
|
|
Feb 01, 2024
Q4 2023
|
Private Management Group Inc
|
BUY
|
- |
10.3K+ 5.21% |
$827K - $842K
|
207K
$17M
|
|
|
Feb 14, 2024
Q4 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
10.2KNew |
$822K - $837K
|
10.2K
$837K
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
10.1KNew |
$812K - $827K
|
10.1K
$827K
|
|
|
Feb 13, 2024
Q4 2023
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
9.8K+ 6.41% |
$790K - $804K
|
163K
$13.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
9.79K+ 1.91% |
$789K - $803K
|
522K
$42.8M
|
|
|
Jan 12, 2024
Q4 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
9.76K+ 14.67% |
$787K - $801K
|
76.3K
$6.26M
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
9.72K+ 10.81% |
$783K - $797K
|
99.6K
$8.17M
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
9.5KNew |
$766K - $779K
|
9.5K
$779K
|
|
|
Feb 13, 2024
Q4 2023
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
9.24K+ 112.65% |
$745K - $758K
|
17.4K
$1.43M
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
9.21K+ 4604.0% |
$742K - $755K
|
9.41K
$772K
|
|
|
Jan 12, 2024
Q4 2023
|
Clarity Financial LLC
|
BUY
|
- |
9.18K+ 1.01% |
$740K - $753K
|
921K
$75.5M
|
|
|
Jan 10, 2024
Q4 2023
|
Moulton Wealth Management, Inc
|
BUY
|
- |
9.02KNew |
$727K - $740K
|
9.02K
$740K
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
8.9K+ 150.75% |
$717K - $730K
|
14.8K
$1.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
8.87KNew |
$715K - $728K
|
8.87K
$727K
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
8.86K+ 13.78% |
$715K - $727K
|
73.2K
$6M
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
8.78K+ 7.08% |
$707K - $720K
|
133K
$10.9M
|
|
|
Jan 12, 2024
Q4 2023
|
Atwood & Palmer Inc
|
BUY
|
- |
8.47K+ 2.0% |
$683K - $695K
|
432K
$35.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
8.47K+ 147.23% |
$683K - $695K
|
14.2K
$1.17M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
8.44K+ 17.72% |
$680K - $692K
|
56K
$4.6M
|
|
|
Mar 07, 2024
Q4 2023
|
Objective Capital Management, LLC
|
BUY
|
- |
8.37KNew |
$675K - $686K
|
8.37K
$686K
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
BUY
|
- |
8.17K+ 2.59% |
$658K - $670K
|
323K
$26.5M
|
|
|
Jan 26, 2024
Q4 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
8K+ 7.65% |
$645K - $656K
|
113K
$9.24M
|
|
|
Jan 22, 2024
Q4 2023
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
7.79KNew |
$628K - $639K
|
7.79K
$639K
|
|
|
Jan 08, 2024
Q4 2023
|
Strong Box Wealth, LLC
|
BUY
|
- |
7.68K+ 13.48% |
$619K - $630K
|
64.7K
$5.3M
|
|
|
Feb 13, 2024
Q4 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
7.59K+ 2.1% |
$612K - $623K
|
369K
$30.2M
|
|
|
Jan 22, 2024
Q4 2023
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
7.36K+ 6.47% |
$593K - $604K
|
121K
$9.93M
|