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 23, 2024
Q3 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-11.3K- 69.31% |
$915K - $938K
|
4.98K
$412K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-11.8K- 6.68% |
$957K - $980K
|
164K
$13.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
SELL
|
- |
-12K- 72.89% |
$973K - $996K
|
4.45K
$368K
|
|
|
Nov 05, 2024
Q3 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-12.8K- 2.98% |
$1.04M - $1.06M
|
415K
$34.3M
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-12.9K- 11.05% |
$1.05M - $1.07M
|
103K
$8.55M
|
|
|
Dec 02, 2024
Q3 2024
|
Cornell University
New York, NY |
SELL
|
- |
-15.3K- 36.59% |
$1.24M - $1.27M
|
26.5K
$2.19M
|
|
|
Nov 06, 2024
Q3 2024
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-15.6K- 32.72% |
$1.27M - $1.3M
|
32.1K
$2.66M
|
|
|
Oct 25, 2024
Q3 2024
|
Center For Asset Management LLC
|
SELL
|
- |
-15.8K- 86.4% |
$1.29M - $1.32M
|
2.49K
$206K
|
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-15.8K- 69.23% |
$1.29M - $1.32M
|
7.04K
$582K
|
|
|
Nov 12, 2024
Q3 2024
|
Fortem Financial Group, LLC
|
SELL
|
- |
-16K- 15.31% |
$1.3M - $1.34M
|
88.7K
$7.33M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-17.3K- 40.38% |
$1.41M - $1.44M
|
25.6K
$2.11M
|
|
|
Nov 06, 2024
Q3 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-17.6K- 79.59% |
$1.43M - $1.46M
|
4.5K
$372K
|
|
|
Nov 12, 2024
Q3 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-17.6K- 60.11% |
$1.43M - $1.46M
|
11.7K
$963K
|
|
|
Nov 14, 2024
Q3 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-17.6K- 12.14% |
$1.43M - $1.47M
|
128K
$10.6M
|
|
|
Oct 23, 2024
Q3 2024
|
Hudock, Inc.
|
SELL
|
- |
-18.1K- 37.49% |
$1.47M - $1.51M
|
30.1K
$2.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-18.4K- 45.31% |
$1.5M - $1.54M
|
22.3K
$1.84M
|
|
|
Oct 17, 2024
Q3 2024
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-18.6K- 64.45% |
$1.51M - $1.55M
|
10.2K
$847K
|
|
|
Nov 07, 2024
Q3 2024
|
Auxano Advisors, LLC
|
SELL
|
- |
-19.9K- 33.36% |
$1.62M - $1.66M
|
39.7K
$3.28M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-20K- 31.05% |
$1.63M - $1.67M
|
44.4K
$3.67M
|
|
|
Nov 08, 2024
Q3 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
SELL
|
- |
-21.4K- 45.57% |
$1.74M - $1.78M
|
25.6K
$2.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-21.7K- 2.09% |
$1.76M - $1.8M
|
1.01M
$83.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-21.7K- 21.43% |
$1.76M - $1.81M
|
79.6K
$6.58M
|
|
|
Feb 13, 2025
Q3 2024
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
SELL
|
- |
-21.8K- 22.17% |
$1.77M - $1.81M
|
76.4K
$6.32M
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
SELL
|
- |
-24.8K- 69.86% |
$2.02M - $2.06M
|
10.7K
$884K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-26.8K- 3.14% |
$2.18M - $2.23M
|
826K
$68.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Becker Capital Management Inc
|
SELL
|
- |
-27.9K- 33.45% |
$2.26M - $2.32M
|
55.4K
$4.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
SELL
|
- |
-29K- 38.13% |
$2.36M - $2.41M
|
47K
$3.89M
|
|
|
Nov 14, 2024
Q3 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-30.8K- 5.15% |
$2.51M - $2.57M
|
568K
$47M
|
|
|
Nov 14, 2024
Q3 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-32.2K- 62.58% |
$2.61M - $2.68M
|
19.2K
$1.59M
|
|
|
Nov 12, 2024
Q3 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-32.5K- 25.29% |
$2.65M - $2.71M
|
96.1K
$7.95M
|
|
|
Oct 31, 2024
Q3 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-33.1K- 7.26% |
$2.69M - $2.76M
|
423K
$35M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-33.4K- 5.14% |
$2.71M - $2.78M
|
615K
$50.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-33.8K- 8.89% |
$2.75M - $2.81M
|
346K
$28.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-34.4K- 93.8% |
$2.8M - $2.86M
|
2.27K
$188K
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-35K- 71.16% |
$2.85M - $2.92M
|
14.2K
$1.17M
|
|
|
Oct 15, 2024
Q3 2024
|
Members Trust CO
|
SELL
|
- |
-38.1K- 2.58% |
$3.1M - $3.18M
|
1.44M
$119M
|
|
|
Oct 30, 2024
Q3 2024
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-38.7K- 41.26% |
$3.15M - $3.23M
|
55.1K
$4.56M
|
|
|
Nov 14, 2024
Q3 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-38.9K- 48.93% |
$3.16M - $3.24M
|
40.6K
$3.36M
|
|
|
Oct 29, 2024
Q3 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-39.9K- 50.78% |
$3.24M - $3.32M
|
38.7K
$3.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-40.2K- 92.91% |
$3.27M - $3.35M
|
3.07K
$254K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-41.7K- 1.78% |
$3.39M - $3.47M
|
2.29M
$190M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-44.1K- 35.14% |
$3.59M - $3.67M
|
81.4K
$6.73M
|
|
|
Nov 14, 2024
Q3 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-44.4K- 49.81% |
$3.61M - $3.7M
|
44.7K
$3.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Timelo Investment Management Inc.
|
SELL
|
- |
-45K- 25.0% |
$3.66M - $3.75M
|
135K
$11.2M
|
|
|
Oct 09, 2024
Q3 2024
|
Spence Asset Management
|
SELL
|
- |
-49.4K- 88.6% |
$4.01M - $4.11M
|
6.36K
$525K
|
|
|
Nov 15, 2024
Q3 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-49.5K- 97.35% |
$4.03M - $4.12M
|
1.35K
$112K
|
|
|
Oct 02, 2024
Q3 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-52.2K- 76.0% |
$4.24M - $4.35M
|
16.5K
$1.36M
|
|
|
Nov 13, 2024
Q3 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-52.5K- 10.78% |
$4.27M - $4.37M
|
434K
$35.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-54.5K- 54.65% |
$4.43M - $4.54M
|
45.3K
$3.74M
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-54.9K- 89.52% |
$4.46M - $4.57M
|
6.43K
$532K
|