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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2024
Q3 2024
|
Addison Capital CO
|
SELL
|
- |
-574- 4.53% |
$46.7K - $47.8K
|
12.1K
$1M
|
|
|
Oct 11, 2024
Q3 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-580- 6.32% |
$47.2K - $48.3K
|
8.6K
$711K
|
|
|
Oct 10, 2024
Q3 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-586- 0.97% |
$47.6K - $48.8K
|
59.9K
$4.95M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-609- 11.19% |
$49.5K - $50.7K
|
4.83K
$400K
|
|
|
Nov 08, 2024
Q3 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-611- 14.38% |
$49.7K - $50.9K
|
3.64K
$301K
|
|
|
Oct 24, 2024
Q3 2024
|
Ridgepath Capital Management LLC
Knoxville, TN |
SELL
|
- |
-620- 8.52% |
$50.4K - $51.6K
|
6.66K
$550K
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-622- 75.03% |
$50.6K - $51.8K
|
207
$17.1K
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-633- 11.66% |
$51.5K - $52.7K
|
4.8K
$397K
|
|
|
Feb 13, 2025
Q3 2024
|
Prepared Retirement Institute LLC
Lansdale, PA |
SELL
|
- |
-634- 1.06% |
$51.6K - $52.8K
|
58.9K
$4.87M
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-653- 2.97% |
$53.1K - $54.4K
|
21.4K
$1.77M
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-655- 9.6% |
$53.3K - $54.6K
|
6.17K
$510K
|
|
|
Nov 12, 2024
Q3 2024
|
Howard Capital Management Inc.
|
SELL
|
- |
-659- 4.45% |
$53.6K - $54.9K
|
14.1K
$1.17M
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-672- 1.42% |
$54.6K - $56K
|
46.7K
$3.86M
|
|
|
Oct 23, 2024
Q3 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-675- 3.78% |
$54.9K - $56.2K
|
17.2K
$1.42M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-692- 10.81% |
$56.3K - $57.6K
|
5.71K
$472K
|
|
|
Oct 15, 2024
Q3 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-700- 9.61% |
$56.9K - $58.3K
|
6.59K
$545K
|
|
|
Nov 07, 2024
Q3 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-700- 2.69% |
$56.9K - $58.3K
|
25.3K
$2.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-705- 3.49% |
$57.3K - $58.7K
|
19.5K
$1.61M
|
|
|
Oct 03, 2024
Q3 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-706- 1.72% |
$57.4K - $58.8K
|
40.4K
$3.34M
|
|
|
Nov 01, 2024
Q3 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-754- 8.77% |
$61.3K - $62.8K
|
7.85K
$649K
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-756- 10.78% |
$61.5K - $63K
|
6.26K
$517K
|
|
|
Oct 21, 2024
Q3 2024
|
De Dora Capital, Inc.
|
SELL
|
- |
-773- 9.11% |
$62.9K - $64.4K
|
7.71K
$637K
|
|
|
Nov 14, 2024
Q3 2024
|
Community Bank, N.A.
|
SELL
|
- |
-794- 3.29% |
$64.6K - $66.1K
|
23.4K
$1.93M
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-795- 6.28% |
$64.6K - $66.2K
|
11.9K
$981K
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-809- 11.93% |
$65.8K - $67.4K
|
5.97K
$494K
|
|
|
Nov 01, 2024
Q3 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-830- 59.29% |
$67.5K - $69.1K
|
570
$47.1K
|
|
|
Nov 08, 2024
Q3 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-846- 5.59% |
$68.8K - $70.5K
|
14.3K
$1.18M
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-847- 7.65% |
$68.9K - $70.5K
|
10.2K
$846K
|
|
|
Nov 12, 2024
Q3 2024
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-850- 8.1% |
$69.1K - $70.8K
|
9.65K
$797K
|
|
|
Oct 08, 2024
Q3 2024
|
Sinecera Capital, LLC
|
SELL
|
- |
-851- 8.95% |
$69.2K - $70.9K
|
8.66K
$716K
|
|
|
Nov 06, 2024
Q3 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-851- 12.3% |
$69.2K - $70.9K
|
6.07K
$501K
|
|
|
Nov 13, 2024
Q3 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-855- 11.59% |
$69.5K - $71.2K
|
6.52K
$539K
|
|
|
Oct 08, 2024
Q3 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-871- 15.37% |
$70.8K - $72.5K
|
4.8K
$396K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-875- 2.62% |
$71.1K - $72.9K
|
32.5K
$2.69M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-898- 2.11% |
$73K - $74.8K
|
41.6K
$3.44M
|
|
|
Nov 04, 2024
Q3 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-906- 6.01% |
$73.7K - $75.5K
|
14.2K
$1.17M
|
|
|
Nov 05, 2024
Q3 2024
|
Hassell Wealth Management, LLC
Houma, LA |
SELL
|
- |
-910- 9.61% |
$74K - $75.8K
|
8.56K
$707K
|
|
|
Oct 16, 2024
Q3 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-918- 15.49% |
$74.6K - $76.5K
|
5.01K
$414K
|
|
|
Feb 13, 2025
Q3 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-925- 6.33% |
$75.2K - $77K
|
13.7K
$1.13M
|
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-946- 2.18% |
$76.9K - $78.8K
|
42.4K
$3.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-963- 5.42% |
$78.3K - $80.2K
|
16.8K
$1.39M
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-975- 3.57% |
$79.3K - $81.2K
|
26.3K
$2.18M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-979- 90.48% |
$79.6K - $81.5K
|
103
$8.52K
|
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-985- 3.03% |
$80.1K - $82K
|
31.6K
$2.61M
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-985- 11.58% |
$80.1K - $82K
|
7.52K
$622K
|
|
|
Nov 14, 2024
Q3 2024
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-1K- 14.76% |
$81.3K - $83.3K
|
5.78K
$477K
|
|
|
Oct 30, 2024
Q3 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-1K- 18.06% |
$81.3K - $83.3K
|
4.54K
$375K
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
SELL
|
- |
-1.02K- 12.13% |
$82.5K - $84.5K
|
7.35K
$608K
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.02K- 10.45% |
$82.9K - $85K
|
8.74K
$723K
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.05K- 9.14% |
$85K - $87K
|
10.4K
$859K
|