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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2024
Q1 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-13.9K- 55.73% |
$1.13M - $1.14M
|
11K
$910K
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-14K- 6.55% |
$1.14M - $1.15M
|
199K
$16.5M
|
|
|
May 08, 2024
Q1 2024
|
3 Edge Asset Management, LP
|
SELL
|
- |
-14K- 7.49% |
$1.14M - $1.16M
|
173K
$14.3M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-14.5K- 5.48% |
$1.18M - $1.19M
|
249K
$20.6M
|
|
|
Feb 13, 2025
Q1 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-14.7K- 39.59% |
$1.2M - $1.21M
|
22.4K
$1.85M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-14.9K- 10.1% |
$1.21M - $1.23M
|
133K
$10.9M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-15.2K- 12.75% |
$1.24M - $1.26M
|
104K
$8.61M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-15.8K- 8.38% |
$1.29M - $1.3M
|
173K
$14.3M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-16.9K- 64.43% |
$1.38M - $1.39M
|
9.35K
$772K
|
|
|
Apr 15, 2024
Q1 2024
|
Edge Wealth Management LLC
|
SELL
|
- |
-17.4K- 4.51% |
$1.42M - $1.43M
|
368K
$30.4M
|
|
|
May 14, 2024
Q1 2024
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-17.7K- 2.43% |
$1.44M - $1.46M
|
711K
$58.7M
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
SELL
|
- |
-17.8K- 58.22% |
$1.45M - $1.46M
|
12.8K
$1.05M
|
|
|
Apr 19, 2024
Q1 2024
|
Veracity Capital LLC
|
SELL
|
- |
-17.8K- 35.27% |
$1.45M - $1.47M
|
32.7K
$2.7M
|
|
|
Apr 15, 2024
Q1 2024
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-18.1K- 35.4% |
$1.47M - $1.49M
|
33K
$2.73M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-18.8K- 4.46% |
$1.53M - $1.55M
|
403K
$33.3M
|
|
|
May 15, 2024
Q1 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-18.9K- 27.49% |
$1.54M - $1.56M
|
49.8K
$4.11M
|
|
|
May 01, 2024
Q1 2024
|
James Investment Research Inc
|
SELL
|
- |
-19.1K- 12.36% |
$1.56M - $1.57M
|
136K
$11.2M
|
|
|
Apr 17, 2024
Q1 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-21.1K- 16.78% |
$1.72M - $1.73M
|
104K
$8.63M
|
|
|
May 02, 2024
Q1 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-21.5K- 27.17% |
$1.75M - $1.77M
|
57.6K
$4.76M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-21.6K- 11.04% |
$1.76M - $1.78M
|
174K
$14.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-22K- 0.79% |
$1.79M - $1.81M
|
2.77M
$229M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-22.2K- 7.33% |
$1.81M - $1.83M
|
281K
$23.2M
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-22.4K- 44.3% |
$1.82M - $1.84M
|
28.1K
$2.32M
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-23.7K- 6.21% |
$1.93M - $1.95M
|
358K
$29.5M
|
|
|
Apr 12, 2024
Q1 2024
|
Twele Capital Management, Inc.
|
SELL
|
- |
-24.7K- 81.54% |
$2.02M - $2.04M
|
5.6K
$462K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-24.8K- 37.74% |
$2.02M - $2.04M
|
41K
$3.38M
|
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-24.9K- 73.45% |
$2.03M - $2.05M
|
8.99K
$742K
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-26K- 19.87% |
$2.12M - $2.14M
|
105K
$8.66M
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-26.2K- 42.7% |
$2.14M - $2.16M
|
35.2K
$2.91M
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-26.6K- 3.69% |
$2.17M - $2.19M
|
695K
$57.4M
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-27.4K- 10.75% |
$2.23M - $2.26M
|
227K
$18.8M
|
|
|
Apr 25, 2024
Q1 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-27.9K- 20.35% |
$2.27M - $2.3M
|
109K
$9.01M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-27.9K- 10.0% |
$2.27M - $2.3M
|
251K
$20.7M
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-28.6K- 90.88% |
$2.33M - $2.35M
|
2.87K
$237K
|
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-29.4K- 66.93% |
$2.4M - $2.42M
|
14.5K
$1.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-30.1K- 28.32% |
$2.46M - $2.48M
|
76.3K
$6.3M
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-33.1K- 30.84% |
$2.69M - $2.72M
|
74.1K
$6.12M
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
SELL
|
- |
-33.3K- 91.79% |
$2.71M - $2.74M
|
2.98K
$246K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-33.5K- 13.26% |
$2.73M - $2.76M
|
219K
$18.1M
|
|
|
May 14, 2024
Q1 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-34K- 72.85% |
$2.77M - $2.8M
|
12.7K
$1.05M
|
|
|
May 07, 2024
Q1 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-34.2K- 82.21% |
$2.78M - $2.81M
|
7.39K
$610K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-34.4K- 94.58% |
$2.81M - $2.83M
|
1.97K
$163K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-34.5K- 65.48% |
$2.81M - $2.84M
|
18.2K
$1.5M
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-35.9K- 13.03% |
$2.92M - $2.96M
|
240K
$19.8M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-36K- 15.23% |
$2.94M - $2.97M
|
201K
$16.6M
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
SELL
|
- |
-38K- 7.78% |
$3.09M - $3.13M
|
450K
$37.2M
|
|
|
May 09, 2024
Q1 2024
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-38K- 6.01% |
$3.1M - $3.13M
|
594K
$49.1M
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-38.8K- 65.2% |
$3.16M - $3.2M
|
20.7K
$1.71M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-39.4K- 47.27% |
$3.21M - $3.25M
|
44K
$3.63M
|
|
|
Apr 30, 2024
Q1 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-40.6K- 31.09% |
$3.31M - $3.34M
|
90K
$7.43M
|