Purchases and Sales Made in Q2 2024 in Ishares Barclays 1 3 Year Trea (SHY)

SHY Quotes by TradingView

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
Aug 08, 2024 Q2 2024
Wescap Management Group, Inc.

Glendale, CA
BUY
 -
4.2K
+ 48.24%
$341K - $343K
12.9K $1.06M
Jul 24, 2024 Q2 2024
White Pine Investment CO

BUY
 -
4.19K
+ 4.11%
$340K - $342K
106K $8.69M
Aug 13, 2024 Q2 2024
Synovus Financial Corp

Columbus, GA
BUY
 -
4.07K
+ 5.08%
$330K - $332K
84.2K $6.89M
Aug 28, 2024 Q2 2024
Heritage Oak Wealth Advisors LLC

Santa Rosa Beach, FL
BUY
 -
4.01K
New
$325K - $328K
4.01K $328K
Jul 09, 2024 Q2 2024
Fiduciary Alliance LLC

Greenville, SC
BUY
 -
3.93K
+ 138.83%
$318K - $321K
6.75K $552K
Aug 14, 2024 Q2 2024
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
3.88K
+ 3.01%
$315K - $317K
133K $10.9M
Aug 06, 2024 Q2 2024
Choreo, LLC

Minneapolis, MN
BUY
 -
3.88K
+ 18.72%
$314K - $317K
24.6K $2.01M
Aug 13, 2024 Q2 2024
Gunn & CO Investment Management, Inc.

Jacksonville, FL
BUY
 -
3.86K
New
$312K - $315K
3.86K $315K
Aug 12, 2024 Q2 2024
Strong Box Wealth, LLC

BUY
 -
3.82K
+ 4.3%
$309K - $312K
92.5K $7.57M
Jul 22, 2024 Q2 2024
Capital Advisory Group Advisory Services, LLC

Bloomington, MN
BUY
 -
3.75K
+ 17.1%
$304K - $306K
25.7K $2.1M
Aug 13, 2024 Q2 2024
Tpg Advisors LLC

Northfield, IL
BUY
 -
3.61K
New
$292K - $295K
3.61K $295K
Jul 15, 2024 Q2 2024
Sovereign Financial Group, Inc.

Stamford, CT
BUY
 -
3.59K
New
$291K - $293K
3.59K $294K
Aug 06, 2024 Q2 2024
Counterweight Ventures, LLC

Wilmington, NC
BUY
 -
3.57K
+ 8.22%
$290K - $292K
47K $3.84M
Aug 07, 2024 Q2 2024
Modern Wealth Management, LLC

Lenexa, KS
BUY
 -
3.55K
+ 4.49%
$288K - $290K
82.7K $6.77M
Aug 14, 2024 Q2 2024
Independent Family Office, LLC

BUY
 -
3.53K
+ 10.71%
$286K - $288K
36.4K $2.98M
Aug 12, 2024 Q2 2024
Ae Wealth Management LLC

BUY
 -
3.51K
+ 7.92%
$284K - $287K
47.8K $3.91M
Aug 07, 2024 Q2 2024
Shepherd Financial Partners LLC

Winchester, MA
BUY
 -
3.5K
+ 57.14%
$283K - $285K
9.61K $786K
Aug 09, 2024 Q2 2024
Stock Yards Bank & Trust CO

Louisville, KY
BUY
 -
3.42K
+ 8.92%
$277K - $279K
41.7K $3.41M
Jul 29, 2024 Q2 2024
Crewe Advisors LLC

BUY
 -
3.39K
+ 222.21%
$275K - $277K
4.92K $402K
Jul 18, 2024 Q2 2024
Stanley Laman Group, Ltd.

Berwyn, PA
BUY
 -
3.37K
New
$273K - $275K
3.37K $275K
Jul 29, 2024 Q2 2024
True Mark Investments, LLC

Chicago, IL
BUY
 -
3.37K
New
$273K - $275K
3.37K $275K
Aug 02, 2024 Q2 2024
Palumbo Wealth Management LLC

Great Neck, NY
BUY
 -
3.36K
New
$272K - $274K
3.36K $274K
Aug 14, 2024 Q2 2024
Brown Advisory Inc

BUY
 -
3.32K
+ 111.35%
$269K - $271K
6.29K $514K
Jul 23, 2024 Q2 2024
Geneos Wealth Management Inc.

BUY
 -
3.31K
+ 6.46%
$269K - $271K
54.6K $4.47M
Jul 30, 2024 Q2 2024
Private Ocean, LLC

BUY
 -
3.28K
+ 10574.19%
$266K - $268K
3.31K $271K
Jul 22, 2024 Q2 2024
Bay Rivers Group

BUY
 -
3.24K
New
$263K - $265K
3.24K $265K
Aug 01, 2024 Q2 2024
Bay Bridge Capital Group, LLC

Pleasanton, CA
BUY
 -
3.23K
+ 4.59%
$262K - $264K
73.6K $6.02M
Aug 14, 2024 Q2 2024
Valley Financial Group, Inc.

Ambler, PA
BUY
 -
3.16K
New
$256K - $258K
3.16K $259K
Aug 13, 2024 Q2 2024
Delos Wealth Advisors, LLC

Dallas, TX
BUY
 -
3.13K
+ 6.56%
$254K - $256K
50.9K $4.16M
Aug 07, 2024 Q2 2024
Anson Capital, Inc.

BUY
 -
3.09K
New
$250K - $252K
3.09K $253K
Jul 15, 2024 Q2 2024
Smi Advisory Services, LLC

Columbus, IN
BUY
 -
3.02K
New
$245K - $247K
3.02K $247K
Aug 13, 2024 Q2 2024
Paradigm Financial Partners, LLC

BUY
 -
3.01K
New
$244K - $246K
3.01K $246K
Jul 16, 2024 Q2 2024
North Crest Asset Manangement, LLC

BUY
 -
2.99K
+ 4.94%
$242K - $244K
63.4K $5.18M
Aug 14, 2024 Q2 2024
Kinloch Capital, LLC

Glen Allen, VA
BUY
 -
2.98K
New
$241K - $243K
2.98K $243K
Jul 22, 2024 Q2 2024
Rtd Financial Advisors, Inc.

BUY
 -
2.95K
New
$239K - $241K
2.95K $241K
Aug 02, 2024 Q2 2024
Navis Wealth Advisors, LLC

Rye Brook, NY
BUY
 -
2.91K
New
$236K - $238K
2.91K $238K
Aug 13, 2024 Q2 2024
Advisory Research Inc

Chicago, IL
BUY
 -
2.87K
+ 41.37%
$232K - $234K
9.79K $801K
Jul 25, 2024 Q2 2024
Empower Advisory Group, LLC

Greenwood Village, CO
BUY
 -
2.86K
New
$232K - $233K
2.86K $234K
Aug 14, 2024 Q2 2024
Voya Financial Advisors, Inc.

Windsor, CT
BUY
 -
2.82K
+ 17.03%
$229K - $231K
19.4K $1.59M
Jul 15, 2024 Q2 2024
Brady Family Wealth, LLC

Saint Louis, MO
BUY
 -
2.81K
+ 6.18%
$228K - $230K
48.3K $3.95M
Dec 10, 2024 Q2 2024
Dgs Capital Management, LLC

BUY
 -
2.8K
New
$227K - $229K
2.8K $229K
Jul 30, 2024 Q2 2024
Blue Fin Capital, Inc.

BUY
 -
2.76K
+ 10.74%
$224K - $226K
28.5K $2.33M
Jul 24, 2024 Q2 2024
Premier Path Wealth Partners, LLC

Madison, NJ
BUY
 -
2.73K
+ 3.16%
$221K - $223K
89.1K $7.29M
Aug 05, 2024 Q2 2024
Savant Capital, LLC

BUY
 -
2.69K
+ 58.39%
$218K - $219K
7.29K $596K
Jul 15, 2024 Q2 2024
Bbjs Financial Advisors, LLC

Seattle, WA
BUY
 -
2.6K
+ 2.8%
$211K - $212K
95.4K $7.8M
Aug 13, 2024 Q2 2024
Freestone Capital Holdings, LLC

Seattle, WA
BUY
 -
2.54K
New
$206K - $207K
2.54K $207K
Aug 08, 2024 Q2 2024
Parallel Advisors, LLC

BUY
 -
2.48K
+ 5.23%
$201K - $202K
49.9K $4.08M
Aug 01, 2024 Q2 2024
Mandatum Life Insurance CO LTD

BUY
 -
2.47K
New
$200K - $202K
2.47K $202K
Jul 12, 2024 Q2 2024
Mechanics Bank Trust Department

BUY
 -
2.42K
+ 46.76%
$196K - $197K
7.58K $620K

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