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
|
M&T Bank Corp
|
SELL
|
- |
-72.3K- 16.04% |
$5.86M - $5.9M
|
378K
$31.1M
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-72.7K- 65.67% |
$5.89M - $5.93M
|
38K
$3.13M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-78.1K- 21.99% |
$6.33M - $6.38M
|
277K
$22.8M
|
|
|
Aug 06, 2024
Q2 2024
|
Private Management Group Inc
|
SELL
|
- |
-89.1K- 54.28% |
$7.22M - $7.28M
|
75.1K
$6.18M
|
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-91K- 2.96% |
$7.37M - $7.43M
|
2.99M
$246M
|
|
|
Jul 01, 2024
Q2 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-92.7K- 29.58% |
$7.51M - $7.57M
|
221K
$18.2M
|
|
|
Jul 12, 2024
Q2 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-98.9K- 72.6% |
$8.02M - $8.08M
|
37.3K
$3.07M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-100K- 1.95% |
$8.11M - $8.17M
|
5.03M
$414M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-108K- 12.14% |
$8.77M - $8.84M
|
784K
$64.5M
|
|
|
Jul 30, 2024
Q2 2024
|
Jmac Enterprises LLC
|
SELL
|
- |
-109K- 76.82% |
$8.85M - $8.91M
|
32.9K
$2.71M
|
|
|
Jul 30, 2024
Q2 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-118K- 55.83% |
$9.58M - $9.65M
|
93.5K
$7.69M
|
|
|
Aug 08, 2024
Q2 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-120K- 93.44% |
$9.73M - $9.8M
|
8.43K
$694K
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-121K- 22.03% |
$9.8M - $9.87M
|
428K
$35.2M
|
|
|
May 19, 2025
Q2 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-125K- 86.58% |
$10.1M - $10.2M
|
19.4K
$1.59M
|
|
|
Aug 12, 2024
Q2 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-127K- 17.54% |
$10.3M - $10.4M
|
599K
$49.3M
|
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-142K- 49.68% |
$11.5M - $11.6M
|
144K
$11.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-146K- 36.1% |
$11.8M - $11.9M
|
258K
$21.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-164K- 17.38% |
$13.3M - $13.4M
|
779K
$64.1M
|
|
|
Aug 07, 2024
Q2 2024
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-186K- 75.73% |
$15M - $15.2M
|
59.5K
$4.9M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-211K- 19.8% |
$17.1M - $17.2M
|
853K
$70.2M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-218K- 25.19% |
$17.7M - $17.8M
|
648K
$53.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-231K- 34.56% |
$18.7M - $18.9M
|
437K
$36M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-235K- 40.82% |
$19M - $19.2M
|
340K
$28M
|
|
|
Aug 14, 2024
Q2 2024
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-240K- 5.6% |
$19.5M - $19.6M
|
4.04M
$333M
|
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
SELL
|
- |
-244K- 99.43% |
$19.7M - $19.9M
|
1.41K
$116K
|
|
|
Jul 15, 2024
Q2 2024
|
Vigilare Wealth Management
|
SELL
|
- |
-308K- 74.06% |
$25M - $25.2M
|
108K
$8.89M
|
|
|
May 29, 2025
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-309K- 78.91% |
$25M - $25.2M
|
82.6K
$6.79M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-314K- 19.07% |
$25.4M - $25.6M
|
1.33M
$110M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-330K- 7.19% |
$26.8M - $27M
|
4.26M
$351M
|
|
|
Aug 14, 2024
Q2 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-345K- 17.44% |
$28M - $28.2M
|
1.64M
$135M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-348K- 52.16% |
$28.2M - $28.4M
|
319K
$26.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-441K- 21.65% |
$35.7M - $36M
|
1.6M
$131M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-498K- 5.62% |
$40.4M - $40.7M
|
8.37M
$689M
|
|
|
Aug 13, 2024
Q2 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-582K- 84.0% |
$47.1M - $47.5M
|
111K
$9.12M
|
|
|
Aug 06, 2024
Q2 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-593K- 65.18% |
$48.1M - $48.4M
|
317K
$26.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
SELL
|
- |
-733K- 59.83% |
$59.4M - $59.9M
|
492K
$40.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-841K- 73.47% |
$68.2M - $68.7M
|
304K
$25M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.65M- 5.38% |
$134M - $135M
|
29.1M
$2.39B
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.65M- 5.38% |
$134M - $135M
|
29.1M
$2.39B
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-2.21M- 9.07% |
$180M - $181M
|
22.2M
$1.83B
|
|
|
Aug 07, 2024
Q2 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-2.53M- 46.76% |
$205M - $207M
|
2.88M
$237M
|
|
|
May 14, 2025
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-5.46M- 15.81% |
$442M - $445M
|
29.1M
$2.39B
|