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 29, 2024
Q4 2023
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
512+ 4.37% |
$41.3K - $42K
|
12.2K
$1M
|
|
|
Feb 14, 2024
Q4 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
508+ 9.08% |
$41K - $41.7K
|
6.1K
$499K
|
|
|
Jan 18, 2024
Q4 2023
|
A. D. Beadell Investment Counsel, Inc.
|
BUY
|
- |
503+ 13.99% |
$40.6K - $41.3K
|
4.1K
$335K
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
497+ 81.48% |
$40.1K - $40.8K
|
1.11K
$90.5K
|
|
|
Jan 11, 2024
Q4 2023
|
Community Trust & Investment CO
|
BUY
|
- |
473+ 1.8% |
$38.1K - $38.8K
|
26.7K
$2.18M
|
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
471+ 1.71% |
$38K - $38.6K
|
28K
$2.29M
|
|
|
Jan 22, 2024
Q4 2023
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
466+ 0.88% |
$37.6K - $38.2K
|
53.4K
$4.37M
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Fin Capital, Inc.
|
BUY
|
- |
465+ 1.98% |
$37.5K - $38.1K
|
24K
$1.96M
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
464+ 7.2% |
$37.4K - $38.1K
|
6.91K
$565K
|
|
|
Jan 11, 2024
Q4 2023
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
454+ 2.51% |
$36.6K - $37.2K
|
18.6K
$1.52M
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
449+ 0.63% |
$36.2K - $36.8K
|
72.2K
$5.91M
|
|
|
Feb 12, 2024
Q4 2023
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
435+ 1.86% |
$35.1K - $35.7K
|
23.8K
$1.94M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
433+ 8.36% |
$34.9K - $35.5K
|
5.62K
$459K
|
|
|
Jan 10, 2024
Q4 2023
|
Lake Street Financial LLC
|
BUY
|
- |
425+ 4.94% |
$34.3K - $34.9K
|
9.03K
$739K
|
|
|
Feb 14, 2024
Q4 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
424+ 1.54% |
$34.2K - $34.8K
|
28K
$2.29M
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
423+ 2.0% |
$34.1K - $34.7K
|
21.6K
$1.77M
|
|
|
Jan 10, 2024
Q4 2023
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
422+ 11.61% |
$34K - $34.6K
|
4.06K
$332K
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
418+ 3.61% |
$33.7K - $34.3K
|
12K
$982K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
395+ 55.01% |
$31.8K - $32.4K
|
1.11K
$91K
|
|
|
Jan 09, 2024
Q4 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
368+ 9.88% |
$29.7K - $30.2K
|
4.09K
$335K
|
|
|
Feb 14, 2024
Q4 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
366+ 9.52% |
$29.5K - $30K
|
4.21K
$344K
|
|
|
Dec 03, 2024
Q4 2023
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
363+ 2.21% |
$29.3K - $29.8K
|
16.8K
$1.37M
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
357+ 2.36% |
$28.8K - $29.3K
|
15.5K
$1.26M
|
|
|
Feb 12, 2024
Q4 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
350+ 6.98% |
$28.2K - $28.7K
|
5.36K
$438K
|
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
349+ 0.92% |
$28.1K - $28.6K
|
38.2K
$3.12M
|
|
|
Jan 02, 2024
Q4 2023
|
Appleton Partners Inc
|
BUY
|
- |
344+ 10.83% |
$27.7K - $28.2K
|
3.52K
$288K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
344+ 94.77% |
$27.7K - $28.2K
|
707
$57.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
343+ 5.2% |
$27.7K - $28.1K
|
6.94K
$568K
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
339+ 79.02% |
$27.3K - $27.8K
|
768
$62.8K
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
BUY
|
- |
336+ 1.11% |
$27.1K - $27.6K
|
30.6K
$2.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
328+ 23.43% |
$26.4K - $26.9K
|
1.73K
$141K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
323+ 0.93% |
$26K - $26.5K
|
34.9K
$2.85M
|
|
|
Feb 06, 2024
Q4 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
313+ 11.23% |
$25.2K - $25.7K
|
3.1K
$253K
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
302+ 1118.52% |
$24.3K - $24.8K
|
329
$26.9K
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
290+ 0.84% |
$23.4K - $23.8K
|
34.7K
$2.84M
|
|
|
Feb 13, 2024
Q4 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
290+ 1.77% |
$23.4K - $23.8K
|
16.7K
$1.36M
|
|
|
Feb 01, 2024
Q4 2023
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
287+ 1.22% |
$23.1K - $23.5K
|
23.7K
$1.94M
|
|
|
Jan 18, 2024
Q4 2023
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
282+ 1.09% |
$22.7K - $23.1K
|
26.1K
$2.14M
|
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
275+ 5.41% |
$22.2K - $22.6K
|
5.36K
$438K
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
271+ 3.9% |
$21.8K - $22.2K
|
7.22K
$590K
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
270+ 4.79% |
$21.8K - $22.2K
|
5.91K
$483K
|
|
|
Feb 09, 2024
Q4 2023
|
Banque Pictet & Cie Sa
|
BUY
|
- |
265+ 5.1% |
$21.4K - $21.7K
|
5.46K
$447K
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
255New |
$20.6K - $20.9K
|
255
$20.9K
|
|
|
Jan 18, 2024
Q4 2023
|
Sinecera Capital, LLC
|
BUY
|
- |
252+ 3.23% |
$20.3K - $20.7K
|
8.05K
$658K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
241+ 2.59% |
$19.4K - $19.8K
|
9.53K
$780K
|
|
|
Jan 24, 2024
Q4 2023
|
Brickley Wealth Management
|
BUY
|
- |
230+ 6.12% |
$18.5K - $18.9K
|
3.99K
$326K
|
|
|
Feb 06, 2024
Q4 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
222+ 0.79% |
$17.9K - $18.2K
|
28.3K
$2.32M
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
216+ 2.07% |
$17.4K - $17.7K
|
10.6K
$870K
|
|
|
Feb 06, 2024
Q4 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
205+ 20.24% |
$16.5K - $16.8K
|
1.22K
$99.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
205+ 1.16% |
$16.5K - $16.8K
|
17.8K
$1.46M
|