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 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-3.61K- 3.6% |
$292K - $295K
|
96.6K
$7.99M
|
|
|
Jul 31, 2024
Q2 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-3.83K- 5.61% |
$311K - $313K
|
64.5K
$5.34M
|
|
|
Aug 02, 2024
Q2 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-3.85K- 2.81% |
$312K - $314K
|
133K
$11M
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
SELL
|
- |
-3.85K- 12.86% |
$312K - $314K
|
26.1K
$2.16M
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-3.95K- 26.29% |
$320K - $323K
|
11.1K
$916K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-4.09K- 1.51% |
$331K - $334K
|
266K
$22M
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-4.11K- 5.72% |
$333K - $336K
|
67.8K
$5.6M
|
|
|
Jul 26, 2024
Q2 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-4.23K- 3.61% |
$343K - $345K
|
113K
$9.33M
|
|
|
Jul 23, 2024
Q2 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-4.39K- 4.84% |
$355K - $358K
|
86.2K
$7.13M
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-4.48K- 13.41% |
$363K - $366K
|
28.9K
$2.39M
|
|
|
Jul 24, 2024
Q2 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-4.52K- 27.76% |
$366K - $369K
|
11.8K
$972K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-4.56K- 1.17% |
$370K - $372K
|
385K
$31.9M
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-4.56K- 46.31% |
$370K - $373K
|
5.29K
$437K
|
|
|
Aug 13, 2024
Q2 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-4.75K- 21.78% |
$385K - $388K
|
17K
$1.41M
|
|
|
Aug 13, 2024
Q2 2024
|
Fwl Investment Management, LLC
|
SELL
|
- |
-4.89K- 79.01% |
$396K - $399K
|
1.3K
$107K
|
|
|
Jul 08, 2024
Q2 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-4.92K- 57.86% |
$398K - $401K
|
3.58K
$296K
|
|
|
Jul 29, 2024
Q2 2024
|
Mtc Wealth Management LLC
|
SELL
|
- |
-5.06K- 4.18% |
$410K - $413K
|
116K
$9.59M
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-5.15K- 9.9% |
$417K - $420K
|
46.8K
$3.87M
|
|
|
Aug 02, 2024
Q2 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-5.31K- 19.2% |
$430K - $434K
|
22.4K
$1.85M
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-5.33K- 32.91% |
$432K - $435K
|
10.9K
$898K
|
|
|
Jul 31, 2024
Q2 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-5.4K- 19.48% |
$438K - $441K
|
22.3K
$1.85M
|
|
|
Jul 26, 2024
Q2 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-5.45K- 7.9% |
$442K - $445K
|
63.5K
$5.25M
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
SELL
|
- |
-5.5K- 7.72% |
$446K - $449K
|
65.8K
$5.44M
|
|
|
Aug 14, 2024
Q2 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-5.59K- 3.7% |
$453K - $456K
|
145K
$12M
|
|
|
Jul 16, 2024
Q2 2024
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-5.62K- 27.06% |
$455K - $459K
|
15.1K
$1.25M
|
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
SELL
|
- |
-5.91K- 26.56% |
$479K - $483K
|
16.3K
$1.35M
|
|
|
Jul 18, 2024
Q2 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-5.98K- 23.17% |
$485K - $488K
|
19.8K
$1.64M
|
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-6K- 2.2% |
$487K - $490K
|
266K
$22M
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-6.05K- 79.71% |
$490K - $494K
|
1.54K
$127K
|
|
|
Jul 15, 2024
Q2 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-6.05K- 6.87% |
$490K - $494K
|
82.1K
$6.78M
|
|
|
Jul 30, 2024
Q2 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-6.06K- 51.2% |
$491K - $495K
|
5.78K
$478K
|
|
|
Aug 14, 2024
Q2 2024
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-6.17K- 11.25% |
$500K - $503K
|
48.6K
$4.02M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-6.17K- 19.41% |
$500K - $504K
|
25.6K
$2.12M
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-6.38K- 42.22% |
$517K - $521K
|
8.73K
$721K
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-6.94K- 26.59% |
$563K - $567K
|
19.2K
$1.58M
|
|
|
Aug 14, 2024
Q2 2024
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-7.04K- 32.3% |
$571K - $575K
|
14.8K
$1.22M
|
|
|
Aug 06, 2024
Q2 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-7.06K- 14.03% |
$572K - $577K
|
43.3K
$3.58M
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-7.08K- 5.34% |
$574K - $578K
|
126K
$10.4M
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-7.1K- 44.87% |
$575K - $580K
|
8.72K
$721K
|
|
|
Jul 30, 2024
Q2 2024
|
Platform Technology Partners
|
SELL
|
- |
-7.14K- 16.65% |
$579K - $583K
|
35.7K
$2.95M
|
|
|
Jul 22, 2024
Q2 2024
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-7.14K- 49.85% |
$579K - $583K
|
7.18K
$594K
|
|
|
Aug 14, 2024
Q2 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-7.16K- 32.94% |
$581K - $585K
|
14.6K
$1.21M
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-7.22K- 27.58% |
$585K - $589K
|
18.9K
$1.57M
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-7.26K- 11.09% |
$588K - $593K
|
58.2K
$4.81M
|
|
|
Jul 12, 2024
Q2 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-7.29K- 14.9% |
$591K - $596K
|
41.6K
$3.44M
|
|
|
Jul 12, 2024
Q2 2024
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-7.37K- 34.12% |
$597K - $602K
|
14.2K
$1.18M
|
|
|
Jul 30, 2024
Q2 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-7.58K- 13.34% |
$615K - $619K
|
49.2K
$4.07M
|
|
|
Jul 19, 2024
Q2 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-7.68K- 14.71% |
$623K - $627K
|
44.6K
$3.68M
|
|
|
Feb 13, 2025
Q2 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-7.78K- 34.73% |
$630K - $635K
|
14.6K
$1.21M
|
|
|
Aug 02, 2024
Q2 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-8K- 70.7% |
$648K - $653K
|
3.32K
$274K
|