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
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
1.04K+ 1.05% |
$84.4K - $85K
|
99.9K
$8.17M
|
|
|
Jul 22, 2024
Q2 2024
|
Peoples Bank
|
BUY
|
- |
1.01K+ 2.67% |
$81.6K - $82.2K
|
38.7K
$3.16M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
987+ 2.6% |
$80K - $80.6K
|
39K
$3.19M
|
|
|
Jul 17, 2024
Q2 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
948+ 3.04% |
$76.8K - $77.4K
|
32.2K
$2.63M
|
|
|
Aug 01, 2024
Q2 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
940New |
$76.2K - $76.8K
|
940
$76.9K
|
|
|
Jul 23, 2024
Q2 2024
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
924+ 4.44% |
$74.9K - $75.5K
|
21.7K
$1.78M
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
902+ 4.18% |
$73.1K - $73.7K
|
22.5K
$1.84M
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
895+ 1316.18% |
$72.5K - $73.1K
|
963
$78.7K
|
|
|
Jul 18, 2024
Q2 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
878+ 5.55% |
$71.2K - $71.7K
|
16.7K
$1.37M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
855+ 6.02% |
$69.3K - $69.8K
|
15.1K
$1.23M
|
|
|
Aug 14, 2024
Q2 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
827+ 1.4% |
$67K - $67.5K
|
60K
$4.91M
|
|
|
Jul 25, 2024
Q2 2024
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
825New |
$66.9K - $67.4K
|
825
$67.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Community Bank, N.A.
|
BUY
|
- |
806+ 3.45% |
$65.3K - $65.8K
|
24.1K
$1.97M
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
793+ 10.09% |
$64.3K - $64.8K
|
8.65K
$708K
|
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
734+ 772.63% |
$59.5K - $59.9K
|
829
$67.8K
|
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
718+ 5.61% |
$58.2K - $58.6K
|
13.5K
$1.1M
|
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
713+ 3.68% |
$57.8K - $58.2K
|
20.1K
$1.64M
|
|
|
Aug 06, 2024
Q2 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
706+ 8.94% |
$57.2K - $57.7K
|
8.6K
$703K
|
|
|
Aug 07, 2024
Q2 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
700+ 6.98% |
$56.7K - $57.2K
|
10.7K
$878K
|
|
|
Jul 15, 2024
Q2 2024
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
686+ 10.61% |
$55.6K - $56K
|
7.15K
$585K
|
|
|
Aug 01, 2024
Q2 2024
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
681+ 2.94% |
$55.2K - $55.6K
|
23.8K
$1.95M
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
680+ 15.93% |
$55.1K - $55.5K
|
4.95K
$405K
|
|
|
Aug 13, 2024
Q2 2024
|
Hamilton Wealth, LLC
|
BUY
|
- |
641+ 1.15% |
$52K - $52.3K
|
56.2K
$4.6M
|
|
|
Jul 12, 2024
Q2 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
633+ 15.93% |
$51.3K - $51.7K
|
4.61K
$377K
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
632+ 0.09% |
$51.2K - $51.6K
|
696K
$56.9M
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
624+ 104.52% |
$50.6K - $51K
|
1.22K
$99.8K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
607+ 127.79% |
$49.2K - $49.6K
|
1.08K
$88.5K
|
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
590+ 20.23% |
$47.8K - $48.2K
|
3.51K
$287K
|
|
|
Jul 15, 2024
Q2 2024
|
Martin Capital Partners, LLC
|
BUY
|
- |
583+ 1.16% |
$47.3K - $47.6K
|
50.9K
$4.16M
|
|
|
Jul 17, 2024
Q2 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
574+ 7.4% |
$46.5K - $46.9K
|
8.33K
$681K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
568+ 18.21% |
$46K - $46.4K
|
3.69K
$301K
|
|
|
Aug 09, 2024
Q2 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
565+ 13.93% |
$45.8K - $46.1K
|
4.62K
$378K
|
|
|
Aug 13, 2024
Q2 2024
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
560+ 5.64% |
$45.4K - $45.7K
|
10.5K
$858K
|
|
|
Aug 12, 2024
Q2 2024
|
Leuthold Group, LLC
|
BUY
|
- |
560+ 0.39% |
$45.4K - $45.7K
|
144K
$11.8M
|
|
|
Jul 11, 2024
Q2 2024
|
Amarillo National Bank
|
BUY
|
- |
540+ 5.15% |
$43.8K - $44.1K
|
11K
$901K
|
|
|
Aug 13, 2024
Q2 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
511+ 8.05% |
$41.4K - $41.7K
|
6.86K
$561K
|
|
|
Jul 26, 2024
Q2 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
507+ 16.9% |
$41.1K - $41.4K
|
3.51K
$287K
|
|
|
Aug 12, 2024
Q2 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
495+ 52.72% |
$40.1K - $40.4K
|
1.43K
$117K
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
495+ 5.87% |
$40.1K - $40.4K
|
8.93K
$730K
|
|
|
Aug 13, 2024
Q2 2024
|
Innova Wealth Partners
|
BUY
|
- |
457+ 0.52% |
$37K - $37.3K
|
88.3K
$7.22M
|
|
|
Jul 30, 2024
Q2 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
411+ 6.37% |
$33.3K - $33.6K
|
6.86K
$561K
|
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
400+ 3.76% |
$32.4K - $32.7K
|
11K
$902K
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
395+ 1.92% |
$32K - $32.3K
|
21K
$1.71M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
385New |
$31.2K - $31.4K
|
385
$31.5K
|
|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
381+ 3.53% |
$30.9K - $31.1K
|
11.2K
$915K
|
|
|
Dec 19, 2024
Q2 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
377+ 0.34% |
$30.6K - $30.8K
|
112K
$9.12M
|
|
|
Aug 05, 2024
Q2 2024
|
Victory Capital Management Inc
|
BUY
|
- |
370+ 0.07% |
$30K - $30.2K
|
518K
$42.4M
|
|
|
Jul 29, 2024
Q2 2024
|
West End Advisors, LLC
|
BUY
|
- |
370New |
$30K - $30.2K
|
370
$30.3K
|
|
|
Aug 01, 2024
Q2 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
359+ 11.8% |
$29.1K - $29.3K
|
3.4K
$278K
|
|
|
Jul 31, 2024
Q2 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
353+ 0.82% |
$28.6K - $28.8K
|
43.3K
$3.54M
|