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 14, 2024
Q4 2023
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
1.3K+ 27.13% |
$105K - $106K
|
6.08K
$498K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.29K+ 8.24% |
$104K - $106K
|
17K
$1.39M
|
|
|
Jan 03, 2024
Q4 2023
|
Spence Asset Management
|
BUY
|
- |
1.29K+ 30.23% |
$104K - $106K
|
5.56K
$456K
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.28K+ 3.97% |
$103K - $105K
|
33.5K
$2.75M
|
|
|
Jan 19, 2024
Q4 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
1.23K+ 30.3% |
$99.2K - $101K
|
5.29K
$434K
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
1.23KNew |
$98.9K - $101K
|
1.23K
$101K
|
|
|
Jan 29, 2024
Q4 2023
|
Benedict Financial Advisors Inc
|
BUY
|
- |
1.2K+ 15.27% |
$96.7K - $98.4K
|
9.06K
$743K
|
|
|
Feb 02, 2024
Q4 2023
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
1.2K+ 5.45% |
$96.7K - $98.4K
|
23.2K
$1.9M
|
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.19K+ 29.48% |
$96.1K - $97.8K
|
5.24K
$430K
|
|
|
Jan 19, 2024
Q4 2023
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
1.17K+ 20.37% |
$94.2K - $95.9K
|
6.91K
$567K
|
|
|
Feb 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.15K+ 2.45% |
$92.5K - $94.1K
|
48K
$3.94M
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
1.13KNew |
$90.9K - $92.5K
|
1.13K
$92.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
1.11K+ 7.25% |
$89.6K - $91.2K
|
16.5K
$1.35M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
1.1K+ 4.38% |
$88.8K - $90.4K
|
26.3K
$2.16M
|
|
|
Jan 12, 2024
Q4 2023
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
1.09K+ 2.55% |
$88.1K - $89.7K
|
44K
$3.61M
|
|
|
Feb 12, 2024
Q4 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
1.04K+ 13.85% |
$83.8K - $85.3K
|
8.55K
$701K
|
|
|
Jan 25, 2024
Q4 2023
|
Peoples Bank
|
BUY
|
- |
1.01K+ 2.93% |
$81K - $82.5K
|
35.3K
$2.89M
|
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
1K+ 3.48% |
$80.9K - $82.4K
|
29.9K
$2.45M
|
|
|
Jan 12, 2024
Q4 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
1K+ 4.13% |
$80.6K - $82K
|
25.2K
$2.07M
|
|
|
May 16, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
960+ 171.43% |
$77.4K - $78.8K
|
1.52K
$125K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
896+ 12.31% |
$72.2K - $73.5K
|
8.18K
$671K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
889+ 8.71% |
$71.7K - $72.9K
|
11.1K
$911K
|
|
|
Feb 12, 2024
Q4 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
885+ 18.34% |
$71.3K - $72.6K
|
5.71K
$468K
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
BUY
|
- |
875+ 12.06% |
$70.5K - $71.8K
|
8.13K
$667K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
857+ 85700.0% |
$69.1K - $70.3K
|
858
$70.4K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
851New |
$68.6K - $69.8K
|
851
$69.8K
|
|
|
Jan 25, 2024
Q4 2023
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
845+ 5.02% |
$68.1K - $69.3K
|
17.7K
$1.45M
|
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
836+ 7.26% |
$67.4K - $68.6K
|
12.4K
$1.01M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
829+ 56.55% |
$66.8K - $68K
|
2.3K
$188K
|
|
|
Feb 07, 2024
Q4 2023
|
ETF Store, Inc.
|
BUY
|
- |
786+ 10.95% |
$63.4K - $64.5K
|
7.96K
$653K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
777New |
$62.6K - $63.7K
|
777
$63.7K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
767+ 236.0% |
$61.8K - $62.9K
|
1.09K
$89.6K
|
|
|
Feb 05, 2024
Q4 2023
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
765+ 3.5% |
$61.7K - $62.8K
|
22.6K
$1.85M
|
|
|
Jan 24, 2024
Q4 2023
|
Amarillo National Bank
|
BUY
|
- |
761+ 7.55% |
$61.4K - $62.4K
|
10.8K
$889K
|
|
|
Jan 19, 2024
Q4 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
756New |
$60.9K - $62K
|
756
$62K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
741+ 31.33% |
$59.7K - $60.8K
|
3.11K
$255K
|
|
|
Feb 13, 2024
Q4 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
730+ 10.62% |
$58.9K - $59.9K
|
7.6K
$624K
|
|
|
Jan 17, 2024
Q4 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
729+ 0.77% |
$58.8K - $59.8K
|
95.8K
$7.86M
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
717New |
$57.8K - $58.8K
|
717
$58.8K
|
|
|
Jan 16, 2024
Q4 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
673New |
$54.3K - $55.2K
|
673
$55.2K
|
|
|
Jan 29, 2024
Q4 2023
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
663+ 11.42% |
$53.5K - $54.4K
|
6.47K
$531K
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
BUY
|
- |
661+ 52.34% |
$53.3K - $54.2K
|
1.92K
$158K
|
|
|
Jan 30, 2024
Q4 2023
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
620+ 20.9% |
$50K - $50.9K
|
3.59K
$294K
|
|
|
Jan 31, 2024
Q4 2023
|
Dock Street Asset Management Inc
|
BUY
|
- |
608+ 0.6% |
$49K - $49.9K
|
102K
$8.4M
|
|
|
Jan 16, 2024
Q4 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
604+ 5.83% |
$48.7K - $49.6K
|
11K
$900K
|
|
|
Feb 14, 2024
Q4 2023
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
580+ 20.39% |
$46.8K - $47.6K
|
3.42K
$281K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
552New |
$44.5K - $45.3K
|
552
$45.3K
|
|
|
Nov 14, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
549+ 7.83% |
$44.3K - $45K
|
7.56K
$620K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
520+ 55.2% |
$41.9K - $42.7K
|
1.46K
$120K
|
|
|
Jan 29, 2024
Q4 2023
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
512+ 4.37% |
$41.3K - $42K
|
12.2K
$1M
|