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 06, 2024
Q2 2024
|
Camden Capital, LLC
|
SELL
|
- |
-322- 11.55% |
$26.1K - $26.3K
|
2.47K
$202K
|
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-323- 29.18% |
$26.2K - $26.4K
|
784
$64.1K
|
|
|
Aug 02, 2024
Q2 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-324- 7.09% |
$26.3K - $26.5K
|
4.25K
$347K
|
|
|
Aug 01, 2024
Q2 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-337- 3.58% |
$27.3K - $27.5K
|
9.08K
$742K
|
|
|
Aug 09, 2024
Q2 2024
|
Hassell Wealth Management, LLC
Houma, LA |
SELL
|
- |
-337- 3.44% |
$27.3K - $27.5K
|
9.47K
$774K
|
|
|
Jul 16, 2024
Q2 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-343- 4.82% |
$27.8K - $28K
|
6.77K
$554K
|
|
|
Aug 02, 2024
Q2 2024
|
First National Trust CO
|
SELL
|
- |
-344- 3.03% |
$27.9K - $28.1K
|
11K
$901K
|
|
|
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
$844K
|
|
|
Jul 22, 2024
Q2 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-353- 4.86% |
$28.6K - $28.8K
|
6.92K
$566K
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-355- 1.43% |
$28.8K - $29K
|
24.4K
$2M
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-361- 7.92% |
$29.3K - $29.5K
|
4.2K
$343K
|
|
|
Jul 26, 2024
Q2 2024
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-366- 0.59% |
$29.7K - $29.9K
|
61.6K
$5.04M
|
|
|
Aug 14, 2024
Q2 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-377- 7.14% |
$30.6K - $30.8K
|
4.9K
$401K
|
|
|
Aug 06, 2024
Q2 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-380- 1.28% |
$30.8K - $31K
|
29.2K
$2.39M
|
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-386- 76.13% |
$31.3K - $31.5K
|
121
$9.89K
|
|
|
Aug 09, 2024
Q2 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-390- 1.36% |
$31.6K - $31.8K
|
28.3K
$2.31M
|
|
|
Jul 16, 2024
Q2 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-392- 5.35% |
$31.8K - $32K
|
6.93K
$567K
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-399- 10.71% |
$32.3K - $32.6K
|
3.33K
$272K
|
|
|
Jul 22, 2024
Q2 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-400- 10.68% |
$32.4K - $32.7K
|
3.35K
$274K
|
|
|
Jul 30, 2024
Q2 2024
|
Cadinha & CO LLC
|
SELL
|
- |
-413- 7.49% |
$33.5K - $33.7K
|
5.1K
$417K
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-421- 22.54% |
$34.1K - $34.4K
|
1.45K
$118K
|
|
|
Jul 22, 2024
Q2 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-422- 3.77% |
$34.2K - $34.5K
|
10.8K
$880K
|
|
|
Aug 15, 2024
Q2 2024
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-425- 10.06% |
$34.4K - $34.7K
|
3.8K
$311K
|
|
|
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
$13.9K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-438- 1.11% |
$35.5K - $35.8K
|
39.1K
$3.2M
|
|
|
Jul 15, 2024
Q2 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-442- 0.43% |
$35.8K - $36.1K
|
101K
$8.28M
|
|
|
Jul 22, 2024
Q2 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-446- 9.27% |
$36.1K - $36.4K
|
4.37K
$357K
|
|
|
Aug 01, 2024
Q2 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-447- 4.97% |
$36.2K - $36.5K
|
8.54K
$699K
|
|
|
Aug 13, 2024
Q2 2024
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-453- 1.55% |
$36.7K - $37K
|
28.8K
$2.36M
|
|
|
Aug 05, 2024
Q2 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-468- 9.15% |
$37.9K - $38.2K
|
4.65K
$380K
|
|
|
Jul 19, 2024
Q2 2024
|
Zhang Financial LLC
|
SELL
|
- |
-470- 4.35% |
$38.1K - $38.4K
|
10.3K
$846K
|
|
|
Aug 13, 2024
Q2 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-486- 6.89% |
$39.4K - $39.7K
|
6.56K
$537K
|
|
|
Jul 29, 2024
Q2 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-486- 6.27% |
$39.4K - $39.7K
|
7.27K
$594K
|
|
|
Jul 12, 2024
Q2 2024
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-487- 4.06% |
$39.5K - $39.8K
|
11.5K
$940K
|
|
|
Aug 13, 2024
Q2 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-490- 1.64% |
$39.7K - $40K
|
29.3K
$2.4M
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-500- 4.87% |
$40.5K - $40.8K
|
9.76K
$798K
|
|
|
Aug 12, 2024
Q2 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-500- 15.38% |
$40.5K - $40.8K
|
2.75K
$225K
|
|
|
Aug 13, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-505- 6.72% |
$40.9K - $41.2K
|
7.01K
$573K
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-505- 2.54% |
$40.9K - $41.2K
|
19.4K
$1.59M
|
|
|
Nov 14, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-505- 6.72% |
$40.9K - $41.2K
|
7.01K
$573K
|
|
|
Aug 14, 2024
Q2 2024
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-513- 3.7% |
$41.6K - $41.9K
|
13.4K
$1.09M
|
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-521- 7.58% |
$42.2K - $42.5K
|
6.35K
$519K
|
|
|
Aug 01, 2024
Q2 2024
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-524- 5.13% |
$42.5K - $42.8K
|
9.68K
$792K
|
|
|
Nov 01, 2024
Q2 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-534- 11.55% |
$43.3K - $43.6K
|
4.09K
$334K
|
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-539- 10.44% |
$43.7K - $44K
|
4.62K
$378K
|
|
|
Jul 17, 2024
Q2 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-540- 98.36% |
$43.8K - $44.1K
|
9
$736
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-540- 49.45% |
$43.8K - $44.1K
|
552
$45.1K
|
|
|
Aug 05, 2024
Q2 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-543- 6.21% |
$44K - $44.3K
|
8.2K
$670K
|