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 13, 2024
Q2 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-2.04K- 35.9% |
$165K - $167K
|
3.64K
$300K
|
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-2.07K- 27.71% |
$168K - $169K
|
5.41K
$445K
|
|
|
Jul 15, 2024
Q2 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-2.14K- 15.96% |
$173K - $175K
|
11.3K
$927K
|
|
|
Jul 30, 2024
Q2 2024
|
James Investment Research Inc
|
SELL
|
- |
-2.16K- 1.59% |
$175K - $177K
|
133K
$11M
|
|
|
Aug 05, 2024
Q2 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-2.2K- 9.61% |
$178K - $180K
|
20.7K
$1.7M
|
|
|
Aug 07, 2024
Q2 2024
|
Stone X Group Inc.
|
SELL
|
- |
-2.22K- 8.54% |
$180K - $181K
|
23.8K
$1.96M
|
|
|
Jul 19, 2024
Q2 2024
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-2.26K- 1.49% |
$183K - $185K
|
150K
$12.3M
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
SELL
|
- |
-2.26K- 6.0% |
$183K - $185K
|
35.5K
$2.92M
|
|
|
Aug 14, 2024
Q2 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-2.32K- 28.47% |
$188K - $189K
|
5.83K
$480K
|
|
|
Jul 29, 2024
Q2 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-2.33K- 3.05% |
$189K - $191K
|
74.2K
$6.11M
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-2.36K- 15.68% |
$191K - $192K
|
12.7K
$1.04M
|
|
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-2.37K- 18.67% |
$192K - $193K
|
10.3K
$849K
|
|
|
Jul 31, 2024
Q2 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-2.4K- 22.45% |
$194K - $196K
|
8.27K
$681K
|
|
|
Aug 14, 2024
Q2 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-2.41K- 41.29% |
$196K - $197K
|
3.43K
$283K
|
|
|
Jul 16, 2024
Q2 2024
|
Dock Street Asset Management Inc
|
SELL
|
- |
-2.43K- 2.2% |
$197K - $199K
|
108K
$8.89M
|
|
|
Jul 22, 2024
Q2 2024
|
Veracity Capital LLC
|
SELL
|
- |
-2.44K- 7.45% |
$197K - $199K
|
30.3K
$2.49M
|
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-2.47K- 10.9% |
$201K - $202K
|
20.2K
$1.66M
|
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-2.48K- 30.07% |
$201K - $202K
|
5.77K
$474K
|
|
|
Jul 11, 2024
Q2 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-2.54K- 18.69% |
$206K - $207K
|
11.1K
$910K
|
|
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-2.58K- 10.92% |
$209K - $211K
|
21K
$1.73M
|
|
|
Aug 13, 2024
Q2 2024
|
Patten & Patten Inc
|
SELL
|
- |
-2.59K- 7.92% |
$210K - $211K
|
30.1K
$2.47M
|
|
|
Jul 17, 2024
Q2 2024
|
4 J Wealth Management LLC
|
SELL
|
- |
-2.63K- 9.39% |
$213K - $215K
|
25.4K
$2.09M
|
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
SELL
|
- |
-2.64K- 23.97% |
$214K - $216K
|
8.37K
$689K
|
|
|
Jul 16, 2024
Q2 2024
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-2.64K- 35.6% |
$214K - $216K
|
4.77K
$393K
|
|
|
Jul 30, 2024
Q2 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-2.66K- 15.02% |
$216K - $217K
|
15.1K
$1.24M
|
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-2.73K- 5.35% |
$221K - $223K
|
48.3K
$3.97M
|
|
|
Sep 25, 2024
Q2 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-2.75KClosed |
$223K - $225K
|
0
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-2.78K- 25.25% |
$226K - $227K
|
8.24K
$678K
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.85K- 2.28% |
$231K - $233K
|
122K
$10.1M
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
SELL
|
- |
-2.88K- 13.26% |
$233K - $235K
|
18.8K
$1.55M
|
|
|
Jul 30, 2024
Q2 2024
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-2.93K- 9.82% |
$238K - $240K
|
26.9K
$2.22M
|
|
|
Aug 13, 2024
Q2 2024
|
Becker Capital Management Inc
|
SELL
|
- |
-2.96K- 3.44% |
$240K - $242K
|
83.3K
$6.85M
|
|
|
Aug 08, 2024
Q2 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-2.97K- 31.71% |
$241K - $243K
|
6.4K
$527K
|
|
|
Aug 14, 2024
Q2 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-3.04K- 7.51% |
$246K - $248K
|
37.4K
$3.08M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-3.12KClosed |
$253K - $255K
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Nvwm, LLC
|
SELL
|
- |
-3.15K- 13.89% |
$256K - $258K
|
19.5K
$1.61M
|
|
|
Jul 31, 2024
Q2 2024
|
Sollinda Capital Management LLC
Hickory, NC |
SELL
|
- |
-3.16K- 49.4% |
$256K - $258K
|
3.23K
$266K
|
|
|
Jul 12, 2024
Q2 2024
|
Biltmore Wealth Management, LLC
|
SELL
|
- |
-3.18K- 19.41% |
$258K - $260K
|
13.2K
$1.09M
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.18K- 10.19% |
$258K - $260K
|
28K
$2.31M
|
|
|
Aug 14, 2024
Q2 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-3.21K- 30.29% |
$260K - $262K
|
7.38K
$607K
|
|
|
Aug 05, 2024
Q2 2024
|
ETF Store, Inc.
|
SELL
|
- |
-3.26K- 41.84% |
$264K - $266K
|
4.53K
$373K
|
|
|
Jul 30, 2024
Q2 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-3.31K- 13.83% |
$268K - $270K
|
20.6K
$1.7M
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-3.33K- 28.36% |
$270K - $272K
|
8.41K
$692K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-3.38K- 22.88% |
$274K - $276K
|
11.4K
$939K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3.42K- 5.6% |
$277K - $279K
|
57.7K
$4.74M
|
|
|
Jul 29, 2024
Q2 2024
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-3.42K- 2.39% |
$277K - $279K
|
140K
$11.5M
|
|
|
Aug 05, 2024
Q2 2024
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-3.44K- 4.5% |
$279K - $281K
|
73K
$6.01M
|
|
|
Aug 14, 2024
Q2 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-3.48K- 13.08% |
$282K - $285K
|
23.2K
$1.91M
|
|
|
Jul 24, 2024
Q2 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-3.52K- 9.76% |
$285K - $288K
|
32.5K
$2.68M
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-3.53K- 30.43% |
$286K - $288K
|
8.07K
$664K
|