Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-56- 14.89% |
$4.54K - $4.57K
|
320
$26.2K
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-57- 4.07% |
$4.62K - $4.65K
|
1.34K
$110K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-57- 10.18% |
$4.62K - $4.65K
|
503
$41.1K
|
|
|
Aug 02, 2024
Q2 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-60- 0.95% |
$4.86K - $4.9K
|
6.24K
$510K
|
|
|
Jul 26, 2024
Q2 2024
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-60- 0.98% |
$4.86K - $4.9K
|
6.08K
$497K
|
|
|
Aug 13, 2024
Q2 2024
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-60- 0.57% |
$4.86K - $4.9K
|
10.5K
$856K
|
|
|
Aug 09, 2024
Q2 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
SELL
|
- |
-63- 0.81% |
$5.11K - $5.14K
|
7.75K
$634K
|
|
|
Jul 25, 2024
Q2 2024
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-67- 0.15% |
$5.43K - $5.47K
|
46.1K
$3.77M
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-83- 12.43% |
$6.73K - $6.78K
|
585
$47.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-84- 21.16% |
$6.81K - $6.86K
|
313
$25.6K
|
|
|
Jul 19, 2024
Q2 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-88- 0.53% |
$7.13K - $7.19K
|
16.4K
$1.34M
|
|
|
Jul 12, 2024
Q2 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-92- 2.74% |
$7.46K - $7.51K
|
3.26K
$267K
|
|
|
Jul 24, 2024
Q2 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-94- 2.34% |
$7.62K - $7.68K
|
3.93K
$321K
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-96- 15.26% |
$7.78K - $7.84K
|
533
$43.6K
|
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-102- 50.5% |
$8.27K - $8.33K
|
100
$8.18K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-105- 15.91% |
$8.51K - $8.57K
|
555
$45.4K
|
|
|
Aug 07, 2024
Q2 2024
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-112- 0.37% |
$9.08K - $9.15K
|
30.4K
$2.49M
|
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-114- 0.59% |
$9.24K - $9.31K
|
19.2K
$1.57M
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-116- 54.72% |
$9.4K - $9.47K
|
96
$7.85K
|
|
|
Jul 18, 2024
Q2 2024
|
Sinecera Capital, LLC
|
SELL
|
- |
-119- 1.24% |
$9.64K - $9.72K
|
9.51K
$778K
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-121- 0.91% |
$9.81K - $9.88K
|
13.2K
$1.08M
|
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-123- 0.45% |
$9.97K - $10K
|
27.3K
$2.23M
|
|
|
Aug 02, 2024
Q2 2024
|
Rede Wealth, LLC
|
SELL
|
- |
-130- 4.87% |
$10.5K - $10.6K
|
2.54K
$208K
|
|
|
Jul 25, 2024
Q2 2024
|
Patten Group, Inc.
|
SELL
|
- |
-142- 0.82% |
$11.5K - $11.6K
|
17.1K
$1.4M
|
|
|
Jul 22, 2024
Q2 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-144- 1.45% |
$11.7K - $11.8K
|
9.77K
$798K
|
|
|
Aug 14, 2024
Q2 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-150- 0.04% |
$12.2K - $12.2K
|
349K
$28.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-170- 0.39% |
$13.8K - $13.9K
|
43.9K
$3.59M
|
|
|
Jul 10, 2024
Q2 2024
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-178- 0.54% |
$14.4K - $14.5K
|
32.8K
$2.69M
|
|
|
Jul 25, 2024
Q2 2024
|
Shaker Investments LLC
|
SELL
|
- |
-179- 6.49% |
$14.5K - $14.6K
|
2.58K
$211K
|
|
|
Jul 22, 2024
Q2 2024
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-181- 3.01% |
$14.7K - $14.8K
|
5.84K
$478K
|
|
|
Jul 10, 2024
Q2 2024
|
Matrix Trust CO
|
SELL
|
- |
-187- 99.47% |
$15.2K - $15.3K
|
1
$81.8
|
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-187- 3.65% |
$15.2K - $15.3K
|
4.94K
$404K
|
|
|
Aug 08, 2024
Q2 2024
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-200- 7.49% |
$16.2K - $16.3K
|
2.47K
$202K
|
|
|
Jul 23, 2024
Q2 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-205- 7.15% |
$16.6K - $16.7K
|
2.66K
$218K
|
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-208- 0.19% |
$16.9K - $17K
|
111K
$9.05M
|
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-215- 2.1% |
$17.4K - $17.6K
|
10K
$818K
|
|
|
Jul 19, 2024
Q2 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-243- 3.23% |
$19.7K - $19.8K
|
7.29K
$596K
|
|
|
Jul 12, 2024
Q2 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-246- 1.36% |
$19.9K - $20.1K
|
17.9K
$1.46M
|
|
|
Jul 31, 2024
Q2 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-250- 6.54% |
$20.3K - $20.4K
|
3.58K
$292K
|
|
|
Jul 12, 2024
Q2 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-253- 7.49% |
$20.5K - $20.7K
|
3.13K
$256K
|
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-253- 9.35% |
$20.5K - $20.7K
|
2.45K
$201K
|
|
|
Aug 12, 2024
Q2 2024
|
First United Bank & Trust
|
SELL
|
- |
-270- 44.63% |
$21.9K - $22K
|
335
$27.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-275- 0.37% |
$22.3K - $22.5K
|
74.6K
$6.1M
|
|
|
Jul 11, 2024
Q2 2024
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-277- 7.01% |
$22.5K - $22.6K
|
3.68K
$301K
|
|
|
Jul 31, 2024
Q2 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-282- 1.37% |
$22.9K - $23K
|
20.3K
$1.66M
|
|
|
Aug 15, 2024
Q2 2024
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-285- 0.2% |
$23.1K - $23.3K
|
144K
$11.7M
|
|
|
Jul 17, 2024
Q2 2024
|
De Dora Capital, Inc.
|
SELL
|
- |
-286- 3.26% |
$23.2K - $23.4K
|
8.48K
$694K
|
|
|
Aug 08, 2024
Q2 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-286- 1.3% |
$23.2K - $23.4K
|
21.7K
$1.78M
|
|
|
Jul 18, 2024
Q2 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-298- 0.37% |
$24.2K - $24.3K
|
79.9K
$6.53M
|
|
|
Jul 29, 2024
Q2 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-302- 7.26% |
$24.5K - $24.7K
|
3.86K
$315K
|