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 23, 2024
Q1 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
987+ 2.12% |
$80.4K - $81.3K
|
47.4K
$3.92M
|
|
|
May 14, 2024
Q1 2024
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
970+ 5.88% |
$79K - $79.9K
|
17.5K
$1.44M
|
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
940+ 9.71% |
$76.6K - $77.4K
|
10.6K
$878K
|
|
|
May 10, 2024
Q1 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
939New |
$76.5K - $77.3K
|
939
$77.6K
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
935+ 3.14% |
$76.2K - $77K
|
30.7K
$2.54M
|
|
|
May 09, 2024
Q1 2024
|
Renasant Bank
|
BUY
|
- |
931+ 11.2% |
$75.9K - $76.7K
|
9.24K
$764K
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
931+ 9.43% |
$75.9K - $76.7K
|
10.8K
$893K
|
|
|
Apr 19, 2024
Q1 2024
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
903+ 17.82% |
$73.6K - $74.4K
|
5.97K
$494K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
832+ 3.95% |
$67.8K - $68.5K
|
21.9K
$1.81M
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
810New |
$66K - $66.7K
|
810
$67K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
782New |
$63.7K - $64.4K
|
782
$64.6K
|
|
|
May 02, 2024
Q1 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
778+ 119.51% |
$63.4K - $64.1K
|
1.43K
$118K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
740New |
$60.3K - $60.9K
|
740
$61.2K
|
|
|
Apr 12, 2024
Q1 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
725+ 10.32% |
$59.1K - $59.7K
|
7.75K
$641K
|
|
|
Apr 22, 2024
Q1 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
706+ 2.82% |
$57.5K - $58.1K
|
25.7K
$2.13M
|
|
|
Sep 05, 2024
Q1 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
692+ 229.14% |
$56.4K - $57K
|
994
$82.2K
|
|
|
Apr 29, 2024
Q1 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
650+ 3.26% |
$53K - $53.5K
|
20.6K
$1.7M
|
|
|
May 15, 2024
Q1 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
622+ 12.02% |
$50.7K - $51.2K
|
5.8K
$479K
|
|
|
Apr 29, 2024
Q1 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
619+ 1.84% |
$50.4K - $51K
|
34.3K
$2.83M
|
|
|
Apr 29, 2024
Q1 2024
|
Independent Family Office, LLC
|
BUY
|
- |
596+ 1.84% |
$48.6K - $49.1K
|
32.9K
$2.72M
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
590New |
$48.1K - $48.6K
|
590
$48.8K
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
569+ 8.25% |
$46.4K - $46.9K
|
7.47K
$617K
|
|
|
May 13, 2024
Q1 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
550+ 2.02% |
$44.8K - $45.3K
|
27.7K
$2.29M
|
|
|
Apr 12, 2024
Q1 2024
|
A. D. Beadell Investment Counsel, Inc.
|
BUY
|
- |
526+ 12.83% |
$42.9K - $43.3K
|
4.63K
$382K
|
|
|
Apr 29, 2024
Q1 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
495+ 12.21% |
$40.3K - $40.8K
|
4.55K
$376K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
475New |
$38.7K - $39.1K
|
475
$39.3K
|
|
|
May 15, 2024
Q1 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
470+ 5.02% |
$38.3K - $38.7K
|
9.84K
$813K
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
470+ 10.02% |
$38.3K - $38.7K
|
5.16K
$427K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
446+ 4.74% |
$36.3K - $36.7K
|
9.85K
$815K
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
438New |
$35.7K - $36.1K
|
438
$36.2K
|
|
|
Apr 17, 2024
Q1 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
432+ 12.04% |
$35.2K - $35.6K
|
4.02K
$332K
|
|
|
Apr 17, 2024
Q1 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
430New |
$35K - $35.4K
|
430
$35.5K
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
BUY
|
- |
422+ 1.89% |
$34.4K - $34.7K
|
22.7K
$1.88M
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
419+ 1.4% |
$34.1K - $34.5K
|
30.3K
$2.51M
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
418+ 2.82% |
$34.1K - $34.4K
|
15.2K
$1.26M
|
|
|
Apr 16, 2024
Q1 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
404+ 0.64% |
$32.9K - $33.3K
|
63.3K
$5.23M
|
|
|
Apr 22, 2024
Q1 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
400+ 8.87% |
$32.6K - $32.9K
|
4.91K
$406K
|
|
|
Apr 19, 2024
Q1 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
394+ 2.26% |
$32.1K - $32.4K
|
17.9K
$1.48M
|
|
|
Apr 17, 2024
Q1 2024
|
Patten Group, Inc.
|
BUY
|
- |
385+ 2.28% |
$31.4K - $31.7K
|
17.3K
$1.43M
|
|
|
May 08, 2024
Q1 2024
|
Patton Fund Management, Inc.
|
BUY
|
- |
381+ 5.26% |
$31K - $31.4K
|
7.63K
$631K
|
|
|
May 15, 2024
Q1 2024
|
Wms Partners, LLC
|
BUY
|
- |
366+ 12.37% |
$29.8K - $30.1K
|
3.33K
$275K
|
|
|
May 03, 2024
Q1 2024
|
Spc Financial, Inc.
|
BUY
|
- |
349+ 6.16% |
$28.4K - $28.7K
|
6.02K
$497K
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
346+ 0.33% |
$28.2K - $28.5K
|
105K
$8.65M
|
|
|
May 06, 2024
Q1 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
344+ 4.56% |
$28K - $28.3K
|
7.89K
$653K
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
342+ 2.02% |
$27.9K - $28.2K
|
17.2K
$1.42M
|
|
|
May 10, 2024
Q1 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
337+ 3.3% |
$27.5K - $27.7K
|
10.5K
$871K
|
|
|
May 13, 2024
Q1 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
325+ 42.04% |
$26.5K - $26.8K
|
1.1K
$90.8K
|
|
|
May 14, 2024
Q1 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
309+ 3.41% |
$25.2K - $25.4K
|
9.38K
$775K
|
|
|
May 09, 2024
Q1 2024
|
Element Wealth, LLC
|
BUY
|
- |
303+ 1.38% |
$24.7K - $24.9K
|
22.2K
$1.84M
|
|
|
May 10, 2024
Q1 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
298New |
$24.3K - $24.5K
|
298
$24.6K
|