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 31, 2024
Q2 2024
|
Auxano Advisors, LLC
|
SELL
|
- |
-23.8K- 28.58% |
$1.93M - $1.95M
|
59.6K
$4.87M
|
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-24.2K- 31.95% |
$1.97M - $1.98M
|
51.7K
$4.22M
|
|
|
Jul 18, 2024
Q2 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-24.5K- 52.83% |
$1.99M - $2M
|
21.9K
$1.79M
|
|
|
Aug 14, 2024
Q2 2024
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-24.6K- 77.0% |
$2M - $2.01M
|
7.36K
$602K
|
|
|
Aug 09, 2024
Q2 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-24.7K- 23.68% |
$2M - $2.02M
|
79.7K
$6.52M
|
|
|
Jul 15, 2024
Q2 2024
|
Ballast, Inc.
|
SELL
|
- |
-25.4K- 14.4% |
$2.06M - $2.07M
|
151K
$12.3M
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-25.5K- 25.23% |
$2.07M - $2.08M
|
75.7K
$6.19M
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-25.8K- 4.65% |
$2.09M - $2.1M
|
528K
$43.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-25.8K- 37.49% |
$2.09M - $2.11M
|
43K
$3.52M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-26.9K- 74.09% |
$2.18M - $2.2M
|
9.4K
$769K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-29.9K- 13.61% |
$2.42M - $2.44M
|
189K
$15.5M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-29.9K- 2.43% |
$2.42M - $2.44M
|
1.2M
$98.2M
|
|
|
Oct 21, 2024
Q2 2024
|
Wt Wealth Management
|
SELL
|
- |
-30.5K- 23.63% |
$2.47M - $2.49M
|
98.5K
$8.06M
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-30.7KClosed |
$2.49M - $2.51M
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-31.8K- 38.2% |
$2.57M - $2.59M
|
51.4K
$4.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-33.2K- 52.56% |
$2.69M - $2.71M
|
30K
$2.45M
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-33.3K- 43.88% |
$2.7M - $2.72M
|
42.6K
$3.48M
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-33.5K- 43.84% |
$2.71M - $2.73M
|
42.9K
$3.5M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-33.7K- 13.39% |
$2.73M - $2.76M
|
218K
$17.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-34.4K- 26.68% |
$2.79M - $2.81M
|
94.4K
$7.72M
|
|
|
Jul 23, 2024
Q2 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-34.9K- 9.69% |
$2.83M - $2.85M
|
326K
$26.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-37.9K- 1.6% |
$3.07M - $3.09M
|
2.34M
$191M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-38.7K- 0.72% |
$3.14M - $3.16M
|
5.32M
$435M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-39.3K- 14.0% |
$3.18M - $3.21M
|
241K
$19.7M
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-39.8K- 54.38% |
$3.23M - $3.25M
|
33.4K
$2.73M
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-39.9K- 12.54% |
$3.23M - $3.26M
|
278K
$22.7M
|
|
|
Jul 12, 2024
Q2 2024
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-41K- 30.38% |
$3.32M - $3.35M
|
93.9K
$7.68M
|
|
|
Aug 12, 2024
Q2 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-43K- 37.27% |
$3.49M - $3.51M
|
72.4K
$5.92M
|
|
|
Aug 08, 2024
Q2 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-47.2K- 8.85% |
$3.83M - $3.86M
|
487K
$39.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-50.2K- 5.69% |
$4.07M - $4.1M
|
831K
$68M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-57.8K- 1.12% |
$4.69M - $4.72M
|
5.09M
$416M
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-58.1K- 16.23% |
$4.71M - $4.74M
|
300K
$24.5M
|
|
|
Jul 19, 2024
Q2 2024
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-60.7K- 27.56% |
$4.92M - $4.96M
|
160K
$13M
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-62K- 38.6% |
$5.03M - $5.06M
|
98.6K
$8.06M
|
|
|
Jul 29, 2024
Q2 2024
|
Center For Asset Management LLC
|
SELL
|
- |
-64.2K- 77.81% |
$5.2M - $5.24M
|
18.3K
$1.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-65K- 17.64% |
$5.26M - $5.3M
|
303K
$24.8M
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-68.8K- 9.66% |
$5.58M - $5.62M
|
644K
$52.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-68.8K- 9.66% |
$5.58M - $5.62M
|
644K
$52.6M
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-70.2K- 35.03% |
$5.69M - $5.74M
|
130K
$10.7M
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
SELL
|
- |
-72.3K- 16.04% |
$5.86M - $5.9M
|
378K
$30.9M
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-72.7K- 65.67% |
$5.89M - $5.93M
|
38K
$3.11M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-78.1K- 21.99% |
$6.33M - $6.38M
|
277K
$22.7M
|
|
|
Aug 06, 2024
Q2 2024
|
Private Management Group Inc
|
SELL
|
- |
-89.1K- 54.28% |
$7.22M - $7.28M
|
75.1K
$6.14M
|
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-91K- 2.96% |
$7.37M - $7.43M
|
2.99M
$244M
|
|
|
Jul 01, 2024
Q2 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-92.7K- 29.58% |
$7.51M - $7.57M
|
221K
$18M
|
|
|
Jul 12, 2024
Q2 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-98.9K- 72.6% |
$8.02M - $8.08M
|
37.3K
$3.05M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-100K- 1.95% |
$8.11M - $8.17M
|
5.03M
$411M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-108K- 12.14% |
$8.77M - $8.84M
|
784K
$64.1M
|
|
|
Jul 30, 2024
Q2 2024
|
Jmac Enterprises LLC
|
SELL
|
- |
-109K- 76.82% |
$8.85M - $8.91M
|
32.9K
$2.69M
|
|
|
Jul 30, 2024
Q2 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-118K- 55.83% |
$9.58M - $9.65M
|
93.5K
$7.64M
|