Purchases and Sales Made in Q1 2024 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 Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.48K- 11.28% |
$120K - $122K
|
11.6K
$959K
|
|
|
May 02, 2024
Q1 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-1.51K- 11.45% |
$123K - $124K
|
11.7K
$963K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-1.52K- 44.85% |
$124K - $125K
|
1.87K
$155K
|
|
|
May 01, 2024
Q1 2024
|
Seelaus Asset Management LLC
|
SELL
|
- |
-1.54K- 22.72% |
$125K - $126K
|
5.22K
$431K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.54K- 68.24% |
$126K - $127K
|
718
$59.3K
|
|
|
Oct 02, 2024
Q1 2024
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-1.55K- 8.67% |
$126K - $127K
|
16.3K
$1.35M
|
|
|
Apr 15, 2024
Q1 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-1.58K- 18.92% |
$129K - $130K
|
6.76K
$558K
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-1.58K- 21.86% |
$129K - $130K
|
5.64K
$466K
|
|
|
May 13, 2024
Q1 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-1.62K- 5.93% |
$132K - $133K
|
25.6K
$2.12M
|
|
|
May 01, 2024
Q1 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-1.66K- 32.79% |
$135K - $137K
|
3.41K
$281K
|
|
|
Apr 15, 2024
Q1 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-1.67K- 6.67% |
$136K - $137K
|
23.4K
$1.93M
|
|
|
May 10, 2024
Q1 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-1.67K- 8.73% |
$136K - $138K
|
17.5K
$1.44M
|
|
|
May 10, 2024
Q1 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-1.7K- 19.45% |
$139K - $140K
|
7.05K
$582K
|
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.71K- 10.75% |
$139K - $141K
|
14.2K
$1.17M
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-1.73K- 30.74% |
$141K - $142K
|
3.9K
$322K
|
|
|
Apr 12, 2024
Q1 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-1.78K- 25.6% |
$145K - $146K
|
5.17K
$427K
|
|
|
May 08, 2024
Q1 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-1.81K- 7.03% |
$147K - $149K
|
23.9K
$1.97M
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
SELL
|
- |
-1.81K- 9.1% |
$148K - $149K
|
18.1K
$1.49M
|
|
|
May 10, 2024
Q1 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-1.87K- 26.16% |
$152K - $154K
|
5.28K
$436K
|
|
|
Apr 16, 2024
Q1 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-1.87K- 4.55% |
$153K - $154K
|
39.3K
$3.25M
|
|
|
Apr 29, 2024
Q1 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-1.88K- 30.29% |
$153K - $155K
|
4.33K
$358K
|
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.94K- 3.66% |
$158K - $159K
|
51K
$4.21M
|
|
|
May 14, 2024
Q1 2024
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-1.99K- 3.08% |
$162K - $164K
|
62.7K
$5.18M
|
|
|
May 09, 2024
Q1 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-2K- 6.5% |
$163K - $165K
|
28.8K
$2.38M
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-2.03K- 6.55% |
$165K - $167K
|
28.9K
$2.39M
|
|
|
May 06, 2024
Q1 2024
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-2.04K- 1.52% |
$166K - $168K
|
132K
$10.9M
|
|
|
May 13, 2024
Q1 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-2.06K- 9.47% |
$167K - $169K
|
19.6K
$1.62M
|
|
|
Apr 16, 2024
Q1 2024
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-2.07K- 4.3% |
$169K - $171K
|
46.1K
$3.81M
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-2.11K- 42.69% |
$172K - $174K
|
2.84K
$234K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-2.19K- 12.92% |
$179K - $181K
|
14.8K
$1.22M
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-2.25K- 35.54% |
$183K - $185K
|
4.08K
$337K
|
|
|
May 13, 2024
Q1 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-2.25K- 37.04% |
$183K - $185K
|
3.83K
$316K
|
|
|
Apr 15, 2024
Q1 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-2.28K- 24.25% |
$186K - $187K
|
7.11K
$587K
|
|
|
May 14, 2024
Q1 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-2.31K- 32.14% |
$188K - $190K
|
4.87K
$402K
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-2.31K- 9.29% |
$188K - $190K
|
22.5K
$1.86M
|
|
|
Aug 08, 2024
Q1 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-2.37K- 9.72% |
$193K - $195K
|
22K
$1.82M
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-2.41K- 13.93% |
$197K - $199K
|
14.9K
$1.23M
|
|
|
May 14, 2024
Q1 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-2.47K- 24.87% |
$201K - $203K
|
7.46K
$616K
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
SELL
|
- |
-2.5K- 73.36% |
$204K - $206K
|
908
$75K
|
|
|
May 10, 2024
Q1 2024
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-2.56K- 6.02% |
$209K - $211K
|
40K
$3.3M
|
|
|
May 15, 2024
Q1 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-2.57K- 19.62% |
$210K - $212K
|
10.5K
$870K
|
|
|
Apr 29, 2024
Q1 2024
|
Durante & Waters, LLC
Brewster, NY |
SELL
|
- |
-2.57K- 3.34% |
$210K - $212K
|
74.4K
$6.15M
|
|
|
May 15, 2024
Q1 2024
|
Amundi
Paris, I0 |
SELL
|
- |
-2.6K- 0.72% |
$212K - $214K
|
359K
$29.6M
|
|
|
Apr 26, 2024
Q1 2024
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-2.63K- 37.86% |
$214K - $216K
|
4.31K
$356K
|
|
|
Apr 30, 2024
Q1 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-2.68K- 94.54% |
$219K - $221K
|
155
$12.8K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-2.7K- 9.8% |
$220K - $222K
|
24.8K
$2.05M
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-2.7K- 11.39% |
$220K - $223K
|
21K
$1.74M
|
|
|
Apr 09, 2024
Q1 2024
|
New Capital Management LP
|
SELL
|
- |
-2.73K- 6.91% |
$222K - $224K
|
36.7K
$3.03M
|
|
|
May 15, 2024
Q1 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-2.78K- 14.36% |
$226K - $229K
|
16.6K
$1.37M
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-2.78K- 13.65% |
$227K - $229K
|
17.6K
$1.45M
|