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 30, 2024
Q2 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-7.58K- 13.34% |
$615K - $619K
|
49.2K
$4.05M
|
|
|
Jul 19, 2024
Q2 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-7.68K- 14.71% |
$623K - $627K
|
44.6K
$3.67M
|
|
|
Feb 13, 2025
Q2 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-7.78K- 34.73% |
$630K - $635K
|
14.6K
$1.2M
|
|
|
Aug 02, 2024
Q2 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-8K- 70.7% |
$648K - $653K
|
3.32K
$273K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-8.36K- 7.74% |
$677K - $682K
|
99.6K
$8.19M
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-8.47K- 9.29% |
$687K - $692K
|
82.7K
$6.81M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-8.51K- 8.16% |
$690K - $695K
|
95.8K
$7.88M
|
|
|
Aug 02, 2024
Q2 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-8.56K- 5.36% |
$694K - $699K
|
151K
$12.4M
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-8.57K- 36.34% |
$694K - $699K
|
15K
$1.23M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-8.72K- 34.16% |
$707K - $712K
|
16.8K
$1.38M
|
|
|
Jul 16, 2024
Q2 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-8.78K- 28.98% |
$711K - $717K
|
21.5K
$1.77M
|
|
|
Jul 22, 2024
Q2 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-8.79K- 25.65% |
$713K - $718K
|
25.5K
$2.1M
|
|
|
Aug 06, 2024
Q2 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
SELL
|
- |
-8.94K- 23.7% |
$725K - $730K
|
28.8K
$2.37M
|
|
|
Aug 14, 2024
Q2 2024
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-9.08K- 1.69% |
$736K - $741K
|
527K
$43.4M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-9.08K- 6.06% |
$736K - $741K
|
141K
$11.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-9.14K- 18.33% |
$740K - $746K
|
40.7K
$3.35M
|
|
|
Jul 25, 2024
Q2 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-9.29K- 16.13% |
$753K - $759K
|
48.3K
$3.97M
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-9.45K- 34.02% |
$766K - $772K
|
18.3K
$1.51M
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-9.61K- 9.17% |
$779K - $785K
|
95.3K
$7.84M
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-9.74K- 13.13% |
$789K - $795K
|
64.4K
$5.3M
|
|
|
Jul 19, 2024
Q2 2024
|
Cpr Investments Inc.
Rochester, MI |
SELL
|
- |
-9.77K- 18.48% |
$792K - $798K
|
43.1K
$3.55M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-10.2K- 3.23% |
$830K - $836K
|
307K
$25.3M
|
|
|
Jul 26, 2024
Q2 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-10.5K- 23.37% |
$854K - $861K
|
34.6K
$2.84M
|
|
|
Jul 12, 2024
Q2 2024
|
Edge Wealth Management LLC
|
SELL
|
- |
-10.6K- 2.87% |
$857K - $864K
|
358K
$29.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-10.7K- 9.59% |
$867K - $874K
|
101K
$8.3M
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-11.1K- 27.18% |
$902K - $909K
|
29.8K
$2.45M
|
|
|
Aug 07, 2024
Q2 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-11.1K- 7.97% |
$903K - $910K
|
129K
$10.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-11.3K- 10.84% |
$916K - $923K
|
93K
$7.66M
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-11.5K- 40.6% |
$930K - $937K
|
16.8K
$1.38M
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-11.6K- 39.99% |
$937K - $944K
|
17.4K
$1.43M
|
|
|
Jul 15, 2024
Q2 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-11.6K- 54.97% |
$939K - $946K
|
9.49K
$781K
|
|
|
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
$703K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-12.6K- 20.44% |
$1.02M - $1.03M
|
49.1K
$4.04M
|
|
|
Aug 07, 2024
Q2 2024
|
Biltmore Family Office, LLC
|
SELL
|
- |
-13.3K- 16.14% |
$1.08M - $1.09M
|
69.3K
$5.7M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-14K- 31.86% |
$1.14M - $1.14M
|
30K
$2.47M
|
|
|
Jul 29, 2024
Q2 2024
|
Members Trust CO
|
SELL
|
- |
-14.1K- 0.94% |
$1.14M - $1.15M
|
1.48M
$122M
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-14.3K- 27.16% |
$1.16M - $1.16M
|
38.2K
$3.15M
|
|
|
Aug 14, 2024
Q2 2024
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-14.6K- 21.83% |
$1.18M - $1.19M
|
52.2K
$4.29M
|
|
|
Aug 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-14.7K- 13.35% |
$1.19M - $1.2M
|
95.4K
$7.85M
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-14.8K- 3.67% |
$1.2M - $1.21M
|
388K
$32M
|
|
|
Aug 05, 2024
Q2 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-14.8K- 12.15% |
$1.2M - $1.21M
|
107K
$8.81M
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-14.9K- 25.7% |
$1.21M - $1.22M
|
43.1K
$3.55M
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-16K- 8.69% |
$1.29M - $1.3M
|
168K
$13.8M
|
|
|
Aug 08, 2024
Q2 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-16K- 17.13% |
$1.3M - $1.31M
|
77.4K
$6.37M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-16.3K- 36.14% |
$1.32M - $1.33M
|
28.8K
$2.37M
|
|
|
Aug 06, 2024
Q2 2024
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-16.5K- 3.44% |
$1.34M - $1.35M
|
463K
$38.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-16.6K- 0.75% |
$1.34M - $1.35M
|
2.2M
$181M
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-17.5K- 12.54% |
$1.42M - $1.43M
|
122K
$10M
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-17.7K- 7.09% |
$1.43M - $1.44M
|
232K
$19.1M
|