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 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-1.07K- 3.01% |
$87K - $89.1K
|
34.5K
$2.85M
|
|
|
Oct 31, 2024
Q3 2024
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-1.07K- 18.37% |
$87.2K - $89.4K
|
4.77K
$394K
|
|
|
Nov 12, 2024
Q3 2024
|
Purus Wealth Management, LLC
|
SELL
|
- |
-1.08K- 15.0% |
$88K - $90.1K
|
6.13K
$507K
|
|
|
Nov 12, 2024
Q3 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-1.1K- 15.97% |
$89.1K - $91.3K
|
5.77K
$477K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.1K- 30.45% |
$89.7K - $91.9K
|
2.52K
$208K
|
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-1.11K- 41.82% |
$90K - $92.2K
|
1.54K
$127K
|
|
|
Oct 02, 2024
Q3 2024
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-1.13K- 4.76% |
$92K - $94.3K
|
22.6K
$1.87M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-1.17K- 5.1% |
$95.5K - $97.8K
|
21.8K
$1.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1.19K- 25.29% |
$96.4K - $98.7K
|
3.5K
$289K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-1.2K- 4.01% |
$97.2K - $99.6K
|
28.6K
$2.37M
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-1.2K- 24.38% |
$97.5K - $99.9K
|
3.72K
$307K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.2K- 4.15% |
$97.6K - $99.9K
|
27.7K
$2.29M
|
|
|
Dec 19, 2024
Q3 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-1.21K- 1.08% |
$98.1K - $100K
|
110K
$9.12M
|
|
|
Oct 24, 2024
Q3 2024
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-1.21K- 1.47% |
$98.1K - $100K
|
80.8K
$6.68M
|
|
|
Nov 14, 2024
Q3 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-1.21K- 7.09% |
$98.3K - $101K
|
15.8K
$1.31M
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-1.22K- 29.19% |
$99K - $101K
|
2.96K
$244K
|
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-1.22K- 26.96% |
$99.5K - $102K
|
3.32K
$274K
|
|
|
Nov 12, 2024
Q3 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-1.23K- 10.88% |
$100K - $103K
|
10.1K
$834K
|
|
|
Nov 12, 2024
Q3 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-1.23K- 25.17% |
$100K - $103K
|
3.67K
$303K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.24K- 3.1% |
$101K - $103K
|
38.6K
$3.19M
|
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-1.25K- 21.28% |
$101K - $104K
|
4.61K
$381K
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-1.29K- 8.56% |
$105K - $107K
|
13.8K
$1.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-1.29K- 0.08% |
$105K - $108K
|
1.54M
$128M
|
|
|
Oct 16, 2024
Q3 2024
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-1.3K- 27.22% |
$106K - $108K
|
3.47K
$287K
|
|
|
Nov 12, 2024
Q3 2024
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-1.33K- 27.05% |
$108K - $111K
|
3.58K
$296K
|
|
|
Oct 10, 2024
Q3 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
SELL
|
- |
-1.39K- 11.38% |
$113K - $115K
|
10.8K
$891K
|
|
|
Oct 24, 2024
Q3 2024
|
Amarillo National Bank
|
SELL
|
- |
-1.39K- 12.65% |
$113K - $116K
|
9.62K
$795K
|
|
|
Oct 08, 2024
Q3 2024
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-1.4K- 7.85% |
$114K - $117K
|
16.4K
$1.36M
|
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-1.42K- 26.03% |
$116K - $118K
|
4.04K
$334K
|
|
|
Oct 18, 2024
Q3 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-1.43K- 14.25% |
$116K - $119K
|
8.59K
$710K
|
|
|
Nov 13, 2024
Q3 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-1.45K- 5.36% |
$117K - $120K
|
25.5K
$2.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-1.47K- 19.43% |
$119K - $122K
|
6.09K
$503K
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.48K- 7.3% |
$120K - $123K
|
18.7K
$1.55M
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.5K- 9.83% |
$122K - $125K
|
13.7K
$1.13M
|
|
|
Nov 01, 2024
Q3 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-1.5K- 8.99% |
$122K - $125K
|
15.2K
$1.25M
|
|
|
Nov 05, 2024
Q3 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-1.55K- 2.39% |
$126K - $129K
|
63K
$5.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-1.55K- 33.01% |
$126K - $129K
|
3.15K
$261K
|
|
|
Nov 06, 2024
Q3 2024
|
Seelaus Asset Management LLC
|
SELL
|
- |
-1.58K- 36.76% |
$128K - $131K
|
2.71K
$224K
|
|
|
Nov 21, 2024
Q3 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-1.6K- 7.44% |
$130K - $133K
|
19.9K
$1.65M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.61K- 6.53% |
$131K - $134K
|
23K
$1.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-1.66K- 22.66% |
$135K - $138K
|
5.67K
$469K
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-1.68K- 36.2% |
$137K - $140K
|
2.97K
$245K
|
|
|
Nov 12, 2024
Q3 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-1.7K- 20.63% |
$138K - $142K
|
6.54K
$541K
|
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-1.73K- 9.21% |
$141K - $144K
|
17.1K
$1.41M
|
|
|
Nov 08, 2024
Q3 2024
|
Hilton Capital Management, LLC
|
SELL
|
- |
-1.8K- 27.17% |
$147K - $150K
|
4.84K
$400K
|
|
|
Oct 04, 2024
Q3 2024
|
Biltmore Wealth Management, LLC
|
SELL
|
- |
-1.82K- 13.79% |
$148K - $152K
|
11.4K
$941K
|
|
|
Oct 25, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-1.83K- 6.02% |
$149K - $153K
|
28.6K
$2.36M
|
|
|
Oct 31, 2024
Q3 2024
|
Jmac Enterprises LLC
|
SELL
|
- |
-1.84K- 5.59% |
$150K - $154K
|
31.1K
$2.57M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.88K- 6.3% |
$153K - $156K
|
27.9K
$2.31M
|
|
|
Oct 31, 2024
Q3 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-1.93K- 8.66% |
$157K - $161K
|
20.4K
$1.69M
|