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
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-8.79K- 25.65% |
$713K - $718K
|
25.5K
$2.08M
|
|
|
Aug 06, 2024
Q2 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
SELL
|
- |
-8.94K- 23.7% |
$725K - $730K
|
28.8K
$2.35M
|
|
|
Aug 14, 2024
Q2 2024
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-9.08K- 1.69% |
$736K - $741K
|
527K
$43.1M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-9.08K- 6.06% |
$736K - $741K
|
141K
$11.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-9.14K- 18.33% |
$740K - $746K
|
40.7K
$3.33M
|
|
|
Jul 25, 2024
Q2 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-9.29K- 16.13% |
$753K - $759K
|
48.3K
$3.95M
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-9.45K- 34.02% |
$766K - $772K
|
18.3K
$1.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-9.61K- 9.17% |
$779K - $785K
|
95.3K
$7.79M
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-9.74K- 13.13% |
$789K - $795K
|
64.4K
$5.26M
|
|
|
Jul 19, 2024
Q2 2024
|
Cpr Investments Inc.
Rochester, MI |
SELL
|
- |
-9.77K- 18.48% |
$792K - $798K
|
43.1K
$3.52M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-10.2K- 3.23% |
$830K - $836K
|
307K
$25.1M
|
|
|
Jul 26, 2024
Q2 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-10.5K- 23.37% |
$854K - $861K
|
34.6K
$2.83M
|
|
|
Jul 12, 2024
Q2 2024
|
Edge Wealth Management LLC
|
SELL
|
- |
-10.6K- 2.87% |
$857K - $864K
|
358K
$29.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-10.7K- 9.59% |
$867K - $874K
|
101K
$8.25M
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-11.1K- 27.18% |
$902K - $909K
|
29.8K
$2.44M
|
|
|
Aug 07, 2024
Q2 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-11.1K- 7.97% |
$903K - $910K
|
129K
$10.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-11.3K- 10.84% |
$916K - $923K
|
93K
$7.61M
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-11.5K- 40.6% |
$930K - $937K
|
16.8K
$1.37M
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-11.6K- 39.99% |
$937K - $944K
|
17.4K
$1.42M
|
|
|
Jul 15, 2024
Q2 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-11.6K- 54.97% |
$939K - $946K
|
9.49K
$776K
|
|
|
Aug 01, 2024
Q2 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-12.1K- 44.44% |
$981K - $988K
|
15.1K
$1.24M
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-12.5K- 59.39% |
$1.01M - $1.02M
|
8.54K
$699K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-12.6K- 20.44% |
$1.02M - $1.03M
|
49.1K
$4.01M
|
|
|
Aug 07, 2024
Q2 2024
|
Biltmore Family Office, LLC
|
SELL
|
- |
-13.3K- 16.14% |
$1.08M - $1.09M
|
69.3K
$5.67M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-14K- 31.86% |
$1.14M - $1.14M
|
30K
$2.45M
|
|
|
Jul 29, 2024
Q2 2024
|
Members Trust CO
|
SELL
|
- |
-14.1K- 0.94% |
$1.14M - $1.15M
|
1.48M
$121M
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-14.3K- 27.16% |
$1.16M - $1.16M
|
38.2K
$3.13M
|
|
|
Aug 14, 2024
Q2 2024
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-14.6K- 21.83% |
$1.18M - $1.19M
|
52.2K
$4.27M
|
|
|
Aug 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-14.7K- 13.35% |
$1.19M - $1.2M
|
95.4K
$7.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-14.8K- 3.67% |
$1.2M - $1.21M
|
388K
$31.8M
|
|
|
Aug 05, 2024
Q2 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-14.8K- 12.15% |
$1.2M - $1.21M
|
107K
$8.75M
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-14.9K- 25.7% |
$1.21M - $1.22M
|
43.1K
$3.53M
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-16K- 8.69% |
$1.29M - $1.3M
|
168K
$13.7M
|
|
|
Aug 08, 2024
Q2 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-16K- 17.13% |
$1.3M - $1.31M
|
77.4K
$6.33M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-16.3K- 36.14% |
$1.32M - $1.33M
|
28.8K
$2.35M
|
|
|
Aug 06, 2024
Q2 2024
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-16.5K- 3.44% |
$1.34M - $1.35M
|
463K
$37.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-16.6K- 0.75% |
$1.34M - $1.35M
|
2.2M
$180M
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-17.5K- 12.54% |
$1.42M - $1.43M
|
122K
$9.98M
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-17.7K- 7.09% |
$1.43M - $1.44M
|
232K
$18.9M
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-18.9K- 83.12% |
$1.54M - $1.55M
|
3.85K
$315K
|
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-19.1K- 18.66% |
$1.55M - $1.56M
|
83.3K
$6.81M
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-19.2K- 68.17% |
$1.55M - $1.56M
|
8.94K
$731K
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-19.3K- 16.16% |
$1.57M - $1.58M
|
100K
$8.2M
|
|
|
Jul 16, 2024
Q2 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-20K- 18.34% |
$1.62M - $1.63M
|
89.1K
$7.29M
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-20.1K- 8.84% |
$1.63M - $1.64M
|
207K
$17M
|
|
|
Aug 12, 2024
Q2 2024
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-20.1K- 16.79% |
$1.63M - $1.64M
|
99.8K
$8.16M
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-20.2K- 11.03% |
$1.64M - $1.65M
|
163K
$13.3M
|
|
|
Jul 30, 2024
Q2 2024
|
Mainstay Capital Management LLC
|
SELL
|
- |
-22K- 75.88% |
$1.78M - $1.79M
|
6.98K
$571K
|
|
|
Aug 07, 2024
Q2 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-22.5K- 76.77% |
$1.83M - $1.84M
|
6.82K
$558K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-23.7K- 16.47% |
$1.92M - $1.94M
|
120K
$9.82M
|