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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2024
Q2 2024
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-277- 7.01% |
$22.5K - $22.6K
|
3.68K
$303K
|
|
|
Jul 31, 2024
Q2 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-282- 1.37% |
$22.9K - $23K
|
20.3K
$1.67M
|
|
|
Aug 15, 2024
Q2 2024
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-285- 0.2% |
$23.1K - $23.3K
|
144K
$11.8M
|
|
|
Jul 17, 2024
Q2 2024
|
De Dora Capital, Inc.
|
SELL
|
- |
-286- 3.26% |
$23.2K - $23.4K
|
8.48K
$698K
|
|
|
Aug 08, 2024
Q2 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-286- 1.3% |
$23.2K - $23.4K
|
21.7K
$1.79M
|
|
|
Jul 18, 2024
Q2 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-298- 0.37% |
$24.2K - $24.3K
|
79.9K
$6.57M
|
|
|
Jul 29, 2024
Q2 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-302- 7.26% |
$24.5K - $24.7K
|
3.86K
$317K
|
|
|
Aug 06, 2024
Q2 2024
|
Camden Capital, LLC
|
SELL
|
- |
-322- 11.55% |
$26.1K - $26.3K
|
2.47K
$203K
|
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-323- 29.18% |
$26.2K - $26.4K
|
784
$64.5K
|
|
|
Aug 02, 2024
Q2 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-324- 7.09% |
$26.3K - $26.5K
|
4.25K
$350K
|
|
|
Aug 01, 2024
Q2 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-337- 3.58% |
$27.3K - $27.5K
|
9.08K
$747K
|
|
|
Aug 09, 2024
Q2 2024
|
Hassell Wealth Management, LLC
Houma, LA |
SELL
|
- |
-337- 3.44% |
$27.3K - $27.5K
|
9.47K
$779K
|
|
|
Jul 16, 2024
Q2 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-343- 4.82% |
$27.8K - $28K
|
6.77K
$557K
|
|
|
Aug 02, 2024
Q2 2024
|
First National Trust CO
|
SELL
|
- |
-344- 3.03% |
$27.9K - $28.1K
|
11K
$907K
|
|
|
Apr 22, 2025
Q2 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-344- 2.45% |
$27.9K - $28.1K
|
13.7K
$1.12M
|
|
|
Jul 23, 2024
Q2 2024
|
St. James Investment Company, LLC
|
SELL
|
- |
-345- 2.42% |
$28K - $28.2K
|
13.9K
$1.14M
|
|
|
Oct 08, 2024
Q2 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-347- 3.25% |
$28.1K - $28.3K
|
10.3K
$849K
|
|
|
Jul 22, 2024
Q2 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-353- 4.86% |
$28.6K - $28.8K
|
6.92K
$569K
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-355- 1.43% |
$28.8K - $29K
|
24.4K
$2.01M
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-361- 7.92% |
$29.3K - $29.5K
|
4.2K
$346K
|
|
|
Jul 26, 2024
Q2 2024
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-366- 0.59% |
$29.7K - $29.9K
|
61.6K
$5.07M
|
|
|
Aug 14, 2024
Q2 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-377- 7.14% |
$30.6K - $30.8K
|
4.9K
$403K
|
|
|
Aug 06, 2024
Q2 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-380- 1.28% |
$30.8K - $31K
|
29.2K
$2.4M
|
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-386- 76.13% |
$31.3K - $31.5K
|
121
$9.96K
|
|
|
Aug 09, 2024
Q2 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-390- 1.36% |
$31.6K - $31.8K
|
28.3K
$2.33M
|
|
|
Jul 16, 2024
Q2 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-392- 5.35% |
$31.8K - $32K
|
6.93K
$570K
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-399- 10.71% |
$32.3K - $32.6K
|
3.33K
$274K
|
|
|
Jul 22, 2024
Q2 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-400- 10.68% |
$32.4K - $32.7K
|
3.35K
$275K
|
|
|
Jul 30, 2024
Q2 2024
|
Cadinha & CO LLC
|
SELL
|
- |
-413- 7.49% |
$33.5K - $33.7K
|
5.1K
$420K
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-421- 22.54% |
$34.1K - $34.4K
|
1.45K
$119K
|
|
|
Jul 22, 2024
Q2 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-422- 3.77% |
$34.2K - $34.5K
|
10.8K
$886K
|
|
|
Aug 15, 2024
Q2 2024
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-425- 10.06% |
$34.4K - $34.7K
|
3.8K
$313K
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-427- 3.35% |
$34.6K - $34.9K
|
12.3K
$1.01M
|
|
|
Jul 10, 2024
Q2 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-429- 71.62% |
$34.8K - $35K
|
170
$14K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-438- 1.11% |
$35.5K - $35.8K
|
39.1K
$3.22M
|
|
|
Jul 15, 2024
Q2 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-442- 0.43% |
$35.8K - $36.1K
|
101K
$8.34M
|
|
|
Jul 22, 2024
Q2 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-446- 9.27% |
$36.1K - $36.4K
|
4.37K
$359K
|
|
|
Aug 01, 2024
Q2 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-447- 4.97% |
$36.2K - $36.5K
|
8.54K
$703K
|
|
|
Aug 13, 2024
Q2 2024
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-453- 1.55% |
$36.7K - $37K
|
28.8K
$2.37M
|
|
|
Aug 05, 2024
Q2 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-468- 9.15% |
$37.9K - $38.2K
|
4.65K
$382K
|
|
|
Jul 19, 2024
Q2 2024
|
Zhang Financial LLC
|
SELL
|
- |
-470- 4.35% |
$38.1K - $38.4K
|
10.3K
$851K
|
|
|
Jul 29, 2024
Q2 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-486- 6.27% |
$39.4K - $39.7K
|
7.27K
$598K
|
|
|
Aug 13, 2024
Q2 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-486- 6.89% |
$39.4K - $39.7K
|
6.56K
$540K
|
|
|
Jul 12, 2024
Q2 2024
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-487- 4.06% |
$39.5K - $39.8K
|
11.5K
$946K
|
|
|
Aug 13, 2024
Q2 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-490- 1.64% |
$39.7K - $40K
|
29.3K
$2.41M
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-500- 4.87% |
$40.5K - $40.8K
|
9.76K
$803K
|
|
|
Aug 12, 2024
Q2 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-500- 15.38% |
$40.5K - $40.8K
|
2.75K
$226K
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-505- 2.54% |
$40.9K - $41.2K
|
19.4K
$1.6M
|
|
|
Nov 14, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-505- 6.72% |
$40.9K - $41.2K
|
7.01K
$577K
|
|
|
Aug 13, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-505- 6.72% |
$40.9K - $41.2K
|
7.01K
$577K
|