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 26, 2024
Q2 2024
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-505- 2.54% |
$40.9K - $41.2K
|
19.4K
$1.61M
|
|
|
Aug 13, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-505- 6.72% |
$40.9K - $41.2K
|
7.01K
$581K
|
|
|
Aug 14, 2024
Q2 2024
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-513- 3.7% |
$41.6K - $41.9K
|
13.4K
$1.11M
|
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-521- 7.58% |
$42.2K - $42.5K
|
6.35K
$526K
|
|
|
Aug 01, 2024
Q2 2024
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-524- 5.13% |
$42.5K - $42.8K
|
9.68K
$802K
|
|
|
Nov 01, 2024
Q2 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-534- 11.55% |
$43.3K - $43.6K
|
4.09K
$339K
|
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-539- 10.44% |
$43.7K - $44K
|
4.62K
$383K
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-540- 49.45% |
$43.8K - $44.1K
|
552
$45.7K
|
|
|
Jul 17, 2024
Q2 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-540- 98.36% |
$43.8K - $44.1K
|
9
$745
|
|
|
Aug 05, 2024
Q2 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-543- 6.21% |
$44K - $44.3K
|
8.2K
$679K
|
|
|
Jul 29, 2024
Q2 2024
|
Bfsg, LLC
|
SELL
|
- |
-550- 6.8% |
$44.6K - $44.9K
|
7.54K
$624K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-553- 0.7% |
$44.8K - $45.2K
|
77.9K
$6.45M
|
|
|
Jul 22, 2024
Q2 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-554- 7.08% |
$44.9K - $45.2K
|
7.27K
$602K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-571- 9.5% |
$46.3K - $46.6K
|
5.44K
$451K
|
|
|
Jul 11, 2024
Q2 2024
|
Twele Capital Management, Inc.
|
SELL
|
- |
-575- 10.27% |
$46.6K - $47K
|
5.02K
$416K
|
|
|
Aug 06, 2024
Q2 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-581- 0.95% |
$47.1K - $47.4K
|
60.4K
$5.01M
|
|
|
Aug 15, 2024
Q2 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-585- 0.56% |
$47.4K - $47.8K
|
104K
$8.6M
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
SELL
|
- |
-593- 13.05% |
$48.1K - $48.4K
|
3.95K
$327K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-606- 6.7% |
$49.1K - $49.5K
|
8.44K
$699K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-613- 51.3% |
$49.7K - $50.1K
|
582
$48.2K
|
|
|
Jul 15, 2024
Q2 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-634- 1.52% |
$51.4K - $51.8K
|
41.1K
$3.4M
|
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-641- 20.25% |
$52K - $52.3K
|
2.53K
$209K
|
|
|
Jul 12, 2024
Q2 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-643- 10.86% |
$52.1K - $52.5K
|
5.28K
$437K
|
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-646- 0.91% |
$52.4K - $52.8K
|
70K
$5.8M
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-672- 37.52% |
$54.5K - $54.9K
|
1.12K
$92.7K
|
|
|
Jul 31, 2024
Q2 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-682- 6.65% |
$55.3K - $55.7K
|
9.58K
$793K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-694- 16.08% |
$56.2K - $56.7K
|
3.62K
$300K
|
|
|
Jul 26, 2024
Q2 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-736- 11.73% |
$59.7K - $60.1K
|
5.54K
$459K
|
|
|
Jul 10, 2024
Q2 2024
|
Life Pro Asset Management
|
SELL
|
- |
-738- 13.65% |
$59.8K - $60.3K
|
4.67K
$387K
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-738- 6.06% |
$59.8K - $60.3K
|
11.4K
$947K
|
|
|
Aug 06, 2024
Q2 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-741- 3.89% |
$60.1K - $60.5K
|
18.3K
$1.52M
|
|
|
Jul 29, 2024
Q2 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-746- 4.28% |
$60.5K - $60.9K
|
16.7K
$1.38M
|
|
|
Feb 27, 2025
Q2 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-755- 33.23% |
$61.2K - $61.7K
|
1.52K
$126K
|
|
|
Aug 06, 2024
Q2 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-764- 10.34% |
$61.9K - $62.4K
|
6.63K
$549K
|
|
|
Aug 12, 2024
Q2 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-768- 6.3% |
$62.2K - $62.7K
|
11.4K
$947K
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-775- 27.85% |
$62.8K - $63.3K
|
2.01K
$166K
|
|
|
Aug 09, 2024
Q2 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-794- 1.65% |
$64.4K - $64.8K
|
47.3K
$3.92M
|
|
|
Aug 12, 2024
Q2 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-795- 9.14% |
$64.4K - $64.9K
|
7.9K
$655K
|
|
|
Jul 17, 2024
Q2 2024
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-803- 6.59% |
$65.1K - $65.6K
|
11.4K
$943K
|
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-821- 2.25% |
$66.5K - $67K
|
35.6K
$2.95M
|
|
|
Aug 12, 2024
Q2 2024
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-845- 3.57% |
$68.5K - $69K
|
22.8K
$1.89M
|
|
|
Aug 08, 2024
Q2 2024
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-865- 3.95% |
$70.1K - $70.6K
|
21K
$1.74M
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-867- 1.35% |
$70.3K - $70.8K
|
63.3K
$5.24M
|
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-887- 6.72% |
$71.9K - $72.4K
|
12.3K
$1.02M
|
|
|
Jul 11, 2024
Q2 2024
|
New Capital Management LP
|
SELL
|
- |
-894- 2.44% |
$72.5K - $73K
|
35.8K
$2.97M
|
|
|
Aug 05, 2024
Q2 2024
|
Howard Capital Management Inc.
|
SELL
|
- |
-895- 5.7% |
$72.5K - $73.1K
|
14.8K
$1.23M
|
|
|
Aug 13, 2024
Q2 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-908- 25.49% |
$73.6K - $74.1K
|
2.65K
$220K
|
|
|
Aug 13, 2024
Q2 2024
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-912- 8.86% |
$73.9K - $74.5K
|
9.38K
$777K
|
|
|
Jul 23, 2024
Q2 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-934- 9.19% |
$75.7K - $76.3K
|
9.22K
$764K
|
|
|
Aug 13, 2024
Q2 2024
|
Seelaus Asset Management LLC
|
SELL
|
- |
-938- 17.96% |
$76K - $76.6K
|
4.28K
$355K
|
|