Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
5+ 0.06% |
$407 - $416
|
8.42K
$693K
|
|
|
Oct 03, 2024
Q3 2024
|
Rockland Trust CO
|
BUY
|
- |
5+ 0.04% |
$407 - $416
|
11.5K
$945K
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
4+ 8.7% |
$325 - $333
|
50
$4.11K
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
4+ 1.27% |
$325 - $333
|
319
$26.3K
|
|
|
Oct 23, 2024
Q3 2024
|
Mainstay Capital Management LLC
|
BUY
|
- |
3+ 0.04% |
$244 - $250
|
6.98K
$575K
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
3+ 1.09% |
$244 - $250
|
277
$22.8K
|
|
|
Oct 21, 2024
Q3 2024
|
Rmr Wealth Builders
|
BUY
|
- |
3+ 0.01% |
$244 - $250
|
30.1K
$2.48M
|
|
|
Nov 12, 2024
Q3 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
2+ 0.73% |
$163 - $167
|
275
$22.6K
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.14% |
$81.3 - $83.3
|
738
$60.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 0.65% |
$81.3 - $83.3
|
156
$12.8K
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
1New |
$81.3 - $83.3
|
1
$82.3
|
|
|
Nov 12, 2024
Q3 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
1+ 0.03% |
$81.3 - $83.3
|
3.18K
$261K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.02% |
$81.3 - $83.3
|
4.65K
$382K
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-1- 0.01% |
$81.3 - $83.3
|
10.3K
$849K
|
|
|
Oct 22, 2024
Q3 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-2- 0.03% |
$163 - $167
|
6.62K
$545K
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-2- 0.02% |
$163 - $167
|
12.1K
$996K
|
|
|
Nov 14, 2024
Q3 2024
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-4- 0.06% |
$325 - $333
|
7.11K
$585K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-5- 1.1% |
$407 - $416
|
451
$37.1K
|
|
|
Oct 21, 2024
Q3 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-7- 0.21% |
$569 - $583
|
3.36K
$277K
|
|
|
Oct 29, 2024
Q3 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-8- 0.2% |
$650 - $666
|
3.99K
$328K
|
|
|
Nov 13, 2024
Q3 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-9- 6.25% |
$732 - $750
|
135
$11.1K
|
|
|
Oct 17, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-9- 4.66% |
$732 - $750
|
184
$15.1K
|
|
|
Oct 10, 2024
Q3 2024
|
Shaker Investments LLC
|
SELL
|
- |
-9- 0.35% |
$732 - $750
|
2.57K
$211K
|
|
|
Oct 04, 2024
Q3 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-13- 37.14% |
$1.06K - $1.08K
|
22
$1.81K
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-13- 1.66% |
$1.06K - $1.08K
|
771
$63.4K
|
|
|
Oct 23, 2024
Q3 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-14- 0.28% |
$1.14K - $1.17K
|
4.95K
$407K
|
|
|
Oct 02, 2024
Q3 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-17- 1.64% |
$1.38K - $1.42K
|
1.02K
$83.8K
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-17- 0.02% |
$1.38K - $1.42K
|
79.6K
$6.55M
|
|
|
Nov 07, 2024
Q3 2024
|
Renasant Bank
|
SELL
|
- |
-17- 0.18% |
$1.38K - $1.42K
|
9.47K
$779K
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-17- 0.15% |
$1.38K - $1.42K
|
11.2K
$919K
|
|
|
Oct 29, 2024
Q3 2024
|
Sollinda Capital Management LLC
Hickory, NC |
SELL
|
- |
-20- 0.62% |
$1.63K - $1.67K
|
3.21K
$264K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-21- 0.76% |
$1.71K - $1.75K
|
2.74K
$226K
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-24- 0.49% |
$1.95K - $2K
|
4.92K
$404K
|
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-26- 0.3% |
$2.11K - $2.17K
|
8.63K
$710K
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-27- 0.27% |
$2.2K - $2.25K
|
10K
$826K
|
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-28- 10.98% |
$2.28K - $2.33K
|
227
$18.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-29- 4.82% |
$2.36K - $2.42K
|
573
$47.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
SELL
|
- |
-29- 2.23% |
$2.36K - $2.42K
|
1.27K
$105K
|
|
|
Nov 13, 2024
Q3 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-30- 2.69% |
$2.44K - $2.5K
|
1.09K
$89.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-31- 0.49% |
$2.52K - $2.58K
|
6.32K
$520K
|
|
|
Nov 13, 2024
Q3 2024
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-31- 0.3% |
$2.52K - $2.58K
|
10.4K
$859K
|
|
|
Oct 18, 2024
Q3 2024
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-33- 0.54% |
$2.68K - $2.75K
|
6.05K
$498K
|
|
|
Oct 31, 2024
Q3 2024
|
4 J Wealth Management LLC
|
SELL
|
- |
-33- 0.13% |
$2.68K - $2.75K
|
25.4K
$2.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-35- 0.04% |
$2.85K - $2.92K
|
82.7K
$6.81M
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
SELL
|
- |
-36- 0.68% |
$2.93K - $3K
|
5.23K
$430K
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-40- 0.21% |
$3.25K - $3.33K
|
19.4K
$1.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-42- 1.52% |
$3.42K - $3.5K
|
2.72K
$223K
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-42- 1.26% |
$3.42K - $3.5K
|
3.28K
$270K
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-48- 0.25% |
$3.9K - $4K
|
18.9K
$1.55M
|
|
|
Oct 23, 2024
Q3 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-50- 0.47% |
$4.07K - $4.16K
|
10.7K
$879K
|