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
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-181K- 3.4% |
$14.8M - $14.9M
|
5.15M
$424M
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-191K- 5.83% |
$15.5M - $15.7M
|
3.08M
$253M
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-193K- 25.17% |
$15.8M - $15.9M
|
575K
$47.3M
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-215K- 19.44% |
$17.5M - $17.7M
|
892K
$73.4M
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-233K- 39.34% |
$19M - $19.2M
|
359K
$29.5M
|
|
May 09, 2024
Q1 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-239K- 98.06% |
$19.5M - $19.7M
|
4.71K
$388K
|
|
May 14, 2024
Q1 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-253K- 42.25% |
$20.6M - $20.8M
|
346K
$28.5M
|
|
May 15, 2024
Q1 2024
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-262K- 87.28% |
$21.3M - $21.5M
|
38.1K
$3.14M
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
SELL
|
- |
-298K- 19.54% |
$24.3M - $24.5M
|
1.23M
$101M
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-319K- 25.3% |
$26M - $26.3M
|
943K
$77.6M
|
|
May 28, 2025
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-331K- 84.64% |
$27M - $27.3M
|
60.1K
$4.95M
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-368K- 79.84% |
$30M - $30.3M
|
92.8K
$7.64M
|
|
Apr 15, 2024
Q1 2024
|
Clarity Financial LLC
|
SELL
|
- |
-375K- 40.78% |
$30.6M - $30.9M
|
545K
$44.9M
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-442K- 8.05% |
$36M - $36.4M
|
5.04M
$415M
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-445K- 97.33% |
$36.3M - $36.7M
|
12.2K
$1.01M
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-463K- 85.25% |
$37.7M - $38.1M
|
80.1K
$6.6M
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-469K- 84.8% |
$38.2M - $38.6M
|
84.1K
$6.92M
|
|
May 13, 2024
Q1 2024
|
Perella Weinberg Partners Capital Management LP
|
SELL
|
- |
-655K- 37.02% |
$53.4M - $54M
|
1.11M
$91.7M
|
|
May 14, 2024
Q1 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-751K- 39.62% |
$61.2M - $61.9M
|
1.14M
$94.2M
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-847K- 13.66% |
$69M - $69.8M
|
5.36M
$441M
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-872K- 28.2% |
$71M - $71.8M
|
2.22M
$183M
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-2.71M- 33.33% |
$220M - $223M
|
5.41M
$445M
|
|
Apr 29, 2024
Q1 2024
|
Cornell University
New York, NY |
SELL
|
- |
-4.25M- 99.03% |
$346M - $350M
|
41.8K
$3.44M
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-12.3M- 58.17% |
$1.01B - $1.02B
|
8.87M
$730M
|