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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
147+ 0.14% |
$11.9K - $12K
|
105K
$8.65M
|
|
|
Aug 07, 2024
Q2 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
145New |
$11.8K - $11.8K
|
145
$12K
|
|
|
Jul 16, 2024
Q2 2024
|
Patton Fund Management, Inc.
|
BUY
|
- |
140+ 1.84% |
$11.3K - $11.4K
|
7.77K
$641K
|
|
|
Dec 02, 2024
Q2 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
131+ 0.28% |
$10.6K - $10.7K
|
47.6K
$3.92M
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
131+ 4.99% |
$10.6K - $10.7K
|
2.76K
$228K
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
130+ 74.29% |
$10.5K - $10.6K
|
305
$25.2K
|
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
125+ 29.07% |
$10.1K - $10.2K
|
555
$45.8K
|
|
|
Jul 26, 2024
Q2 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
122+ 1.87% |
$9.89K - $9.96K
|
6.66K
$550K
|
|
|
Aug 01, 2024
Q2 2024
|
Spc Financial, Inc.
|
BUY
|
- |
119+ 1.98% |
$9.64K - $9.72K
|
6.14K
$506K
|
|
|
Aug 05, 2024
Q2 2024
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
119+ 3.29% |
$9.64K - $9.72K
|
3.74K
$308K
|
|
|
Aug 12, 2024
Q2 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
114+ 2.27% |
$9.24K - $9.31K
|
5.15K
$425K
|
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
BUY
|
- |
111+ 0.79% |
$9K - $9.06K
|
14.1K
$1.16M
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
106+ 23.14% |
$8.59K - $8.66K
|
564
$46.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
106+ 4.05% |
$8.59K - $8.66K
|
2.72K
$225K
|
|
|
Aug 14, 2024
Q2 2024
|
American Investment Services, Inc.
|
BUY
|
- |
100+ 0.13% |
$8.11K - $8.17K
|
79.5K
$6.56M
|
|
|
Jul 25, 2024
Q2 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
98+ 0.56% |
$7.94K - $8K
|
17.6K
$1.46M
|
|
|
Jul 18, 2024
Q2 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
98+ 2.46% |
$7.94K - $8K
|
4.08K
$337K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
88+ 0.46% |
$7.13K - $7.19K
|
19.2K
$1.58M
|
|
|
Jul 22, 2024
Q2 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
88+ 2.19% |
$7.13K - $7.19K
|
4.1K
$338K
|
|
|
Jul 31, 2024
Q2 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
87+ 2.23% |
$7.05K - $7.1K
|
4K
$330K
|
|
|
Jul 17, 2024
Q2 2024
|
Live Oak Private Wealth LLC
|
BUY
|
- |
86+ 1.32% |
$6.97K - $7.02K
|
6.62K
$546K
|
|
|
Jul 29, 2024
Q2 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
84New |
$6.81K - $6.86K
|
84
$6.93K
|
|
|
Jul 19, 2024
Q2 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
84+ 0.89% |
$6.81K - $6.86K
|
9.51K
$784K
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
83+ 0.71% |
$6.73K - $6.78K
|
11.7K
$965K
|
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
82+ 1.94% |
$6.65K - $6.7K
|
4.31K
$356K
|
|
|
Aug 02, 2024
Q2 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
81+ 1.69% |
$6.57K - $6.61K
|
4.86K
$401K
|
|
|
Jul 10, 2024
Q2 2024
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
81+ 0.25% |
$6.57K - $6.61K
|
32.5K
$2.68M
|
|
|
Jul 22, 2024
Q2 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
78+ 1.29% |
$6.32K - $6.37K
|
6.14K
$507K
|
|
|
Jul 18, 2024
Q2 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
75+ 2.83% |
$6.08K - $6.12K
|
2.72K
$224K
|
|
|
Aug 02, 2024
Q2 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
73+ 1.84% |
$5.92K - $5.96K
|
4.04K
$333K
|
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
BUY
|
- |
71New |
$5.75K - $5.8K
|
71
$5.86K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
71New |
$5.75K - $5.8K
|
71
$5.86K
|
|
|
Aug 12, 2024
Q2 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
70+ 2.33% |
$5.67K - $5.72K
|
3.08K
$254K
|
|
|
Aug 13, 2024
Q2 2024
|
Retirement Capital Strategies
|
BUY
|
- |
70+ 1.71% |
$5.67K - $5.72K
|
4.17K
$344K
|
|
|
Aug 13, 2024
Q2 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
65+ 2.09% |
$5.27K - $5.31K
|
3.18K
$262K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
64New |
$5.19K - $5.23K
|
64
$5.28K
|
|
|
Aug 09, 2024
Q2 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
62+ 0.98% |
$5.03K - $5.06K
|
6.36K
$525K
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
60+ 0.17% |
$4.86K - $4.9K
|
35K
$2.89M
|
|
|
Nov 08, 2024
Q2 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
51+ 22.37% |
$4.13K - $4.16K
|
279
$23K
|
|
|
Aug 05, 2024
Q2 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
51+ 0.68% |
$4.13K - $4.16K
|
7.51K
$619K
|
|
|
Aug 13, 2024
Q2 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
50+ 0.65% |
$4.05K - $4.08K
|
7.72K
$637K
|
|
|
Jul 25, 2024
Q2 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
49New |
$3.97K - $4K
|
49
$4.04K
|
|
|
Aug 13, 2024
Q2 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
48+ 0.96% |
$3.89K - $3.92K
|
5.05K
$416K
|
|
|
Aug 13, 2024
Q2 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
43+ 0.62% |
$3.49K - $3.51K
|
6.99K
$576K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
42+ 1.45% |
$3.4K - $3.43K
|
2.94K
$242K
|
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
BUY
|
- |
40+ 0.44% |
$3.24K - $3.27K
|
9.06K
$748K
|
|
|
Aug 07, 2024
Q2 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
39+ 0.19% |
$3.16K - $3.18K
|
20.2K
$1.67M
|
|
|
Jul 15, 2024
Q2 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
33+ 23.08% |
$2.67K - $2.69K
|
176
$14.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
33+ 5.8% |
$2.67K - $2.69K
|
602
$49.7K
|
|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
30New |
$2.43K - $2.45K
|
30
$2.48K
|