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 29, 2024
Q2 2024
|
West End Advisors, LLC
|
BUY
|
- |
370New |
$30K - $30.2K
|
370
$30.6K
|
|
Aug 05, 2024
Q2 2024
|
Victory Capital Management Inc
|
BUY
|
- |
370+ 0.07% |
$30K - $30.2K
|
518K
$42.9M
|
|
Aug 01, 2024
Q2 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
359+ 11.8% |
$29.1K - $29.3K
|
3.4K
$281K
|
|
Jul 31, 2024
Q2 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
353+ 0.82% |
$28.6K - $28.8K
|
43.3K
$3.58M
|
|
Jul 16, 2024
Q2 2024
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
347+ 5.81% |
$28.1K - $28.3K
|
6.32K
$523K
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
337+ 3.61% |
$27.3K - $27.5K
|
9.68K
$801K
|
|
Jul 26, 2024
Q2 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
335+ 12.36% |
$27.2K - $27.4K
|
3.05K
$252K
|
|
Aug 05, 2024
Q2 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
332+ 1.8% |
$26.9K - $27.1K
|
18.8K
$1.56M
|
|
Aug 12, 2024
Q2 2024
|
One Day In July LLC
|
BUY
|
- |
321+ 0.68% |
$26K - $26.2K
|
47.5K
$3.93M
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
315+ 4.74% |
$25.5K - $25.7K
|
6.96K
$576K
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
314+ 3.83% |
$25.4K - $25.6K
|
8.5K
$704K
|
|
Aug 12, 2024
Q2 2024
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
311+ 0.38% |
$25.2K - $25.4K
|
82K
$6.79M
|
|
Aug 14, 2024
Q2 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
300+ 5.81% |
$24.3K - $24.5K
|
5.46K
$452K
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
299New |
$24.2K - $24.4K
|
299
$24.7K
|
|
Jan 27, 2025
Q2 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
295+ 32.81% |
$23.9K - $24.1K
|
1.19K
$98.8K
|
|
Jul 30, 2024
Q2 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
289+ 44.19% |
$23.4K - $23.6K
|
943
$78K
|
|
Aug 08, 2024
Q2 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
289+ 7.85% |
$23.4K - $23.6K
|
3.97K
$329K
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
288+ 10.4% |
$23.3K - $23.5K
|
3.06K
$253K
|
|
Aug 13, 2024
Q2 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
286New |
$23.2K - $23.4K
|
286
$23.7K
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
282New |
$22.9K - $23K
|
282
$23.3K
|
|
Aug 14, 2024
Q2 2024
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
275+ 0.72% |
$22.3K - $22.5K
|
38.4K
$3.18M
|
|
Aug 09, 2024
Q2 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
273New |
$22.1K - $22.3K
|
273
$22.6K
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
261+ 0.72% |
$21.2K - $21.3K
|
36.7K
$3.03M
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
BUY
|
- |
260New |
$21.1K - $21.2K
|
260
$21.5K
|
|
Aug 15, 2024
Q2 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
260+ 4.0% |
$21.1K - $21.2K
|
6.76K
$559K
|
|
Jul 31, 2024
Q2 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
255New |
$20.7K - $20.8K
|
255
$21.1K
|
|
Jul 03, 2024
Q2 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
253+ 4.08% |
$20.5K - $20.7K
|
6.45K
$534K
|
|
Jul 10, 2024
Q2 2024
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
250+ 7.0% |
$20.3K - $20.4K
|
3.82K
$316K
|
|
Jul 30, 2024
Q2 2024
|
L.M. Kohn & Company
|
BUY
|
- |
245+ 5.26% |
$19.9K - $20K
|
4.9K
$405K
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
244+ 0.94% |
$19.8K - $19.9K
|
26.2K
$2.17M
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
244New |
$19.8K - $19.9K
|
244
$20.2K
|
|
Aug 09, 2024
Q2 2024
|
Renasant Bank
|
BUY
|
- |
243+ 2.63% |
$19.7K - $19.8K
|
9.49K
$785K
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
238+ 5.02% |
$19.3K - $19.4K
|
4.98K
$412K
|
|
Aug 02, 2024
Q2 2024
|
Hudock, Inc.
|
BUY
|
- |
235+ 0.49% |
$19K - $19.2K
|
48.2K
$3.99M
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
223+ 1.74% |
$18.1K - $18.2K
|
13.1K
$1.08M
|
|
Aug 14, 2024
Q2 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
223+ 3.31% |
$18.1K - $18.2K
|
6.95K
$575K
|
|
Jul 12, 2024
Q2 2024
|
Gleason Group, Inc.
|
BUY
|
- |
210New |
$17K - $17.1K
|
210
$17.4K
|
|
Aug 05, 2024
Q2 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
200+ 1.69% |
$16.2K - $16.3K
|
12K
$994K
|
|
Aug 12, 2024
Q2 2024
|
Purus Wealth Management, LLC
|
BUY
|
- |
200+ 2.85% |
$16.2K - $16.3K
|
7.21K
$597K
|
|
Jul 23, 2024
Q2 2024
|
Rockland Trust CO
|
BUY
|
- |
185+ 1.64% |
$15K - $15.1K
|
11.5K
$950K
|
|
Aug 02, 2024
Q2 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
184+ 1.87% |
$14.9K - $15K
|
10K
$829K
|
|
Aug 13, 2024
Q2 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
173New |
$14K - $14.1K
|
173
$14.3K
|
|
Aug 08, 2024
Q2 2024
|
Stolper CO
|
BUY
|
- |
171+ 2.18% |
$13.9K - $14K
|
8.01K
$663K
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
170+ 0.57% |
$13.8K - $13.9K
|
30K
$2.48M
|
|
Aug 14, 2024
Q2 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
159New |
$12.9K - $13K
|
159
$13.2K
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
154+ 3.26% |
$12.5K - $12.6K
|
4.88K
$404K
|
|
Jul 16, 2024
Q2 2024
|
Moulton Wealth Management, Inc
|
BUY
|
- |
154+ 1.75% |
$12.5K - $12.6K
|
8.94K
$740K
|
|
Aug 07, 2024
Q2 2024
|
Jordan Park Group LLC
|
BUY
|
- |
154+ 0.98% |
$12.5K - $12.6K
|
15.9K
$1.32M
|
|
Aug 13, 2024
Q2 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
154+ 1.38% |
$12.5K - $12.6K
|
11.3K
$937K
|
|
Jul 24, 2024
Q2 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
148+ 2.01% |
$12K - $12.1K
|
7.53K
$623K
|