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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q1 2024
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
286+ 4.82% |
$23.3K - $23.5K
|
6.22K
$514K
|
|
|
May 14, 2024
Q1 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
277+ 7.33% |
$22.6K - $22.8K
|
4.06K
$335K
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
265+ 1.41% |
$21.6K - $21.8K
|
19.1K
$1.58M
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
256+ 5.95% |
$20.9K - $21.1K
|
4.56K
$377K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
249+ 29.26% |
$20.3K - $20.5K
|
1.1K
$90.9K
|
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
237+ 75.96% |
$19.3K - $19.5K
|
549
$45.4K
|
|
|
May 09, 2024
Q1 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
227+ 0.77% |
$18.5K - $18.7K
|
29.6K
$2.45M
|
|
|
Apr 25, 2024
Q1 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
216+ 1.26% |
$17.6K - $17.8K
|
17.4K
$1.44M
|
|
|
Apr 09, 2024
Q1 2024
|
Stolper CO
|
BUY
|
- |
212+ 2.78% |
$17.3K - $17.5K
|
7.84K
$648K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
212New |
$17.3K - $17.5K
|
212
$17.5K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
210+ 46.67% |
$17.1K - $17.3K
|
660
$54.6K
|
|
|
Apr 15, 2024
Q1 2024
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
205+ 5.72% |
$16.7K - $16.9K
|
3.79K
$313K
|
|
|
Apr 23, 2024
Q1 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
204+ 5.4% |
$16.6K - $16.8K
|
3.98K
$329K
|
|
|
Apr 25, 2024
Q1 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
198+ 0.83% |
$16.1K - $16.3K
|
24K
$1.99M
|
|
|
May 15, 2024
Q1 2024
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
191+ 0.85% |
$15.6K - $15.7K
|
22.8K
$1.88M
|
|
|
Apr 22, 2024
Q1 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
186+ 3.14% |
$15.2K - $15.3K
|
6.12K
$506K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
184New |
$15K - $15.2K
|
184
$15.2K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
182+ 3.12% |
$14.8K - $15K
|
6.01K
$497K
|
|
|
May 13, 2024
Q1 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
180+ 0.7% |
$14.7K - $14.8K
|
26K
$2.15M
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
176+ 1.52% |
$14.3K - $14.5K
|
11.7K
$971K
|
|
|
May 10, 2024
Q1 2024
|
Spreng Capital Management, Inc.
|
BUY
|
- |
172+ 0.59% |
$14K - $14.2K
|
29.3K
$2.42M
|
|
|
Apr 18, 2024
Q1 2024
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
166+ 0.72% |
$13.5K - $13.7K
|
23.2K
$1.91M
|
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
BUY
|
- |
162+ 6.51% |
$13.2K - $13.3K
|
2.65K
$219K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
161+ 46.53% |
$13.1K - $13.3K
|
507
$41.9K
|
|
|
Apr 30, 2024
Q1 2024
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
142+ 3.44% |
$11.6K - $11.7K
|
4.26K
$353K
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
141+ 2820.0% |
$11.5K - $11.6K
|
146
$12.1K
|
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
122+ 2.15% |
$9.94K - $10K
|
5.78K
$478K
|
|
|
Apr 17, 2024
Q1 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
121+ 4.47% |
$9.86K - $9.96K
|
2.83K
$234K
|
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
121+ 1.94% |
$9.86K - $9.96K
|
6.35K
$525K
|
|
|
May 08, 2024
Q1 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
120+ 0.42% |
$9.78K - $9.88K
|
28.7K
$2.37M
|
|
|
May 09, 2024
Q1 2024
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
113+ 3.22% |
$9.21K - $9.3K
|
3.62K
$299K
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
106+ 1.28% |
$8.64K - $8.73K
|
8.37K
$692K
|
|
|
Apr 09, 2024
Q1 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
98+ 1.31% |
$7.99K - $8.07K
|
7.58K
$627K
|
|
|
May 10, 2024
Q1 2024
|
Jordan Park Group LLC
|
BUY
|
- |
93+ 0.59% |
$7.58K - $7.66K
|
15.7K
$1.3M
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
86+ 0.77% |
$7.01K - $7.08K
|
11.3K
$935K
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
83+ 2.11% |
$6.76K - $6.83K
|
4.01K
$332K
|
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
83+ 1.65% |
$6.76K - $6.83K
|
5.13K
$424K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
79+ 105.33% |
$6.44K - $6.5K
|
154
$12.7K
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
79New |
$6.44K - $6.5K
|
79
$6.53K
|
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
75New |
$6.11K - $6.18K
|
75
$6.2K
|
|
|
Apr 09, 2024
Q1 2024
|
Welch Group, LLC
|
BUY
|
- |
72+ 0.59% |
$5.87K - $5.93K
|
12.3K
$1.01M
|
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
64+ 3.32% |
$5.22K - $5.27K
|
1.99K
$164K
|
|
|
May 13, 2024
Q1 2024
|
Retirement Capital Strategies
|
BUY
|
- |
59+ 1.46% |
$4.81K - $4.86K
|
4.1K
$339K
|
|
|
Nov 12, 2024
Q1 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
51+ 22.37% |
$4.16K - $4.2K
|
279
$23.1K
|
|
|
Apr 17, 2024
Q1 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
49+ 0.51% |
$3.99K - $4.03K
|
9.67K
$799K
|
|
|
Apr 29, 2024
Q1 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
43+ 0.38% |
$3.5K - $3.54K
|
11.2K
$930K
|
|
|
May 03, 2024
Q1 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
42New |
$3.42K - $3.46K
|
42
$3.47K
|
|
|
Apr 29, 2024
Q1 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
37+ 0.59% |
$3.02K - $3.05K
|
6.3K
$521K
|
|
|
Apr 05, 2024
Q1 2024
|
First Hawaiian Bank
|
BUY
|
- |
37+ 0.71% |
$3.02K - $3.05K
|
5.27K
$435K
|
|
|
Apr 23, 2024
Q1 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
34New |
$2.77K - $2.8K
|
34
$2.81K
|