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 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.94K- 40.39% |
$158K - $161K
|
2.86K
$237K
|
|
|
Oct 15, 2024
Q3 2024
|
Edge Wealth Management LLC
|
SELL
|
- |
-1.98K- 0.55% |
$161K - $165K
|
356K
$29.4M
|
|
|
Oct 23, 2024
Q3 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-2K- 32.31% |
$163K - $167K
|
4.19K
$346K
|
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-2K- 15.08% |
$163K - $167K
|
11.3K
$931K
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.08K- 1.7% |
$169K - $173K
|
120K
$9.93M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-2.11K- 26.23% |
$171K - $175K
|
5.92K
$490K
|
|
|
Nov 14, 2024
Q3 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-2.14K- 10.33% |
$174K - $178K
|
18.6K
$1.54M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-2.15K- 1.43% |
$175K - $179K
|
148K
$12.2M
|
|
|
Oct 08, 2024
Q3 2024
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-2.22K- 17.07% |
$180K - $184K
|
10.8K
$890K
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-2.25K- 31.44% |
$183K - $187K
|
4.91K
$406K
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-2.26K- 1.57% |
$184K - $188K
|
142K
$11.7M
|
|
|
Oct 09, 2024
Q3 2024
|
Family Wealth Partners, LLC
Matthews, NC |
SELL
|
- |
-2.27K- 6.98% |
$184K - $189K
|
30.2K
$2.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-2.28K- 27.05% |
$185K - $190K
|
6.15K
$508K
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-2.3K- 6.51% |
$187K - $191K
|
33K
$2.73M
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-2.4K- 1.96% |
$195K - $200K
|
120K
$9.93M
|
|
|
Oct 15, 2024
Q3 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.42K- 35.7% |
$197K - $201K
|
4.35K
$360K
|
|
|
Oct 23, 2024
Q3 2024
|
Peoples Bank
|
SELL
|
- |
-2.43K- 6.28% |
$197K - $202K
|
36.2K
$2.99M
|
|
|
Oct 15, 2024
Q3 2024
|
Apexium Financial, LP
|
SELL
|
- |
-2.46K- 19.78% |
$200K - $205K
|
9.98K
$825K
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-2.5K- 46.27% |
$204K - $209K
|
2.91K
$240K
|
|
|
Oct 10, 2024
Q3 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-2.51K- 5.63% |
$204K - $209K
|
42K
$3.48M
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-2.53K- 11.27% |
$206K - $211K
|
19.9K
$1.65M
|
|
|
Oct 30, 2024
Q3 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-2.53K- 36.12% |
$206K - $211K
|
4.48K
$371K
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-2.54K- 20.6% |
$206K - $211K
|
9.78K
$809K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-2.6K- 2.69% |
$211K - $217K
|
94K
$7.77M
|
|
|
Oct 18, 2024
Q3 2024
|
Veracity Capital LLC
|
SELL
|
- |
-2.63K- 8.7% |
$214K - $219K
|
27.6K
$2.28M
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-2.65K- 0.36% |
$215K - $220K
|
738K
$61M
|
|
|
Oct 16, 2024
Q3 2024
|
Ballast, Inc.
|
SELL
|
- |
-2.65K- 1.75% |
$215K - $221K
|
148K
$12.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-2.69K- 24.8% |
$219K - $224K
|
8.17K
$675K
|
|
|
Nov 04, 2024
Q3 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-2.77K- 7.4% |
$225K - $231K
|
34.6K
$2.86M
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-2.8K- 3.99% |
$227K - $233K
|
67.2K
$5.55M
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-2.8K- 3.01% |
$228K - $234K
|
90.2K
$7.46M
|
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
SELL
|
- |
-2.81K- 4.2% |
$228K - $234K
|
64.1K
$5.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Leuthold Group, LLC
|
SELL
|
- |
-3.01K- 2.09% |
$244K - $250K
|
141K
$11.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
SELL
|
- |
-3.13K- 10.87% |
$254K - $261K
|
25.6K
$2.12M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-3.19K- 6.39% |
$259K - $266K
|
46.7K
$3.86M
|
|
|
Oct 16, 2024
Q3 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-3.22K- 33.94% |
$262K - $268K
|
6.27K
$518K
|
|
|
Nov 01, 2024
Q3 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-3.25K- 8.7% |
$264K - $271K
|
34.1K
$2.82M
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-3.4K- 39.83% |
$277K - $283K
|
5.14K
$425K
|
|
|
Oct 28, 2024
Q3 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-3.5K- 36.41% |
$285K - $292K
|
6.11K
$505K
|
|
|
Oct 29, 2024
Q3 2024
|
James Investment Research Inc
|
SELL
|
- |
-3.53K- 2.65% |
$287K - $294K
|
130K
$10.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Cpr Investments Inc.
Rochester, MI |
SELL
|
- |
-3.54K- 8.22% |
$288K - $295K
|
39.6K
$3.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-3.56K- 6.83% |
$290K - $297K
|
48.6K
$4.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-3.61K- 16.25% |
$293K - $300K
|
18.6K
$1.54M
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-3.82K- 57.31% |
$310K - $318K
|
2.84K
$235K
|
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-3.85K- 52.59% |
$313K - $321K
|
3.47K
$287K
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-3.93K- 13.1% |
$319K - $327K
|
26K
$2.15M
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-4K- 24.41% |
$325K - $333K
|
12.4K
$1.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4.1K- 8.34% |
$333K - $341K
|
45K
$3.72M
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-4.17K- 51.71% |
$339K - $347K
|
3.9K
$322K
|
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-4.27K- 55.67% |
$347K - $356K
|
3.4K
$281K
|