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 07, 2024
Q3 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
11.6K+ 3.42% |
$943K - $966K
|
350K
$29M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
11.4K+ 3.81% |
$930K - $952K
|
311K
$25.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Aries Wealth Management
|
BUY
|
- |
11.4K+ 94.35% |
$928K - $950K
|
23.5K
$1.94M
|
|
|
Nov 19, 2024
Q3 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
11.3KNew |
$920K - $942K
|
11.3K
$935K
|
|
|
Nov 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
11.1K+ 165.06% |
$905K - $927K
|
17.9K
$1.48M
|
|
|
Oct 10, 2024
Q3 2024
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
10.6K+ 5.33% |
$866K - $887K
|
210K
$17.4M
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
10.6K+ 3.41% |
$858K - $879K
|
320K
$26.4M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
10.2K+ 54.07% |
$833K - $853K
|
29.2K
$2.41M
|
|
|
Oct 31, 2024
Q3 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
10.2K+ 4.61% |
$828K - $848K
|
231K
$19.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
10.1K+ 6.02% |
$821K - $841K
|
178K
$14.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
10.1K+ 3.22% |
$819K - $839K
|
323K
$26.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Camden National Bank
Camden, ME |
BUY
|
- |
10.1K+ 10.16% |
$819K - $839K
|
109K
$9.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
9.78K+ 2.8% |
$796K - $815K
|
359K
$29.7M
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
9.75K+ 3.66% |
$793K - $812K
|
276K
$22.8M
|
|
|
Oct 10, 2024
Q3 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
9.66K+ 87.4% |
$786K - $805K
|
20.7K
$1.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
9.22K+ 3.57% |
$749K - $768K
|
267K
$22.1M
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
8.91K+ 10.0% |
$725K - $742K
|
98K
$8.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Greenspring Advisors, LLC
|
BUY
|
- |
8.83K+ 130.26% |
$718K - $735K
|
15.6K
$1.29M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
8.78K+ 20.62% |
$714K - $731K
|
51.4K
$4.25M
|
|
|
Nov 13, 2024
Q3 2024
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
8.77K+ 34.21% |
$713K - $730K
|
34.4K
$2.84M
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
BUY
|
- |
8.74KNew |
$711K - $728K
|
8.74K
$723K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8.72K+ 9.54% |
$709K - $726K
|
100K
$8.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
8.6K+ 4.61% |
$699K - $716K
|
195K
$16.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
8.56K+ 6.37% |
$696K - $713K
|
143K
$11.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
8.53K+ 0.64% |
$694K - $711K
|
1.34M
$111M
|
|
|
Oct 02, 2024
Q3 2024
|
Boltwood Capital Management
|
BUY
|
- |
8.36K+ 13.99% |
$679K - $696K
|
68.1K
$5.63M
|
|
|
Jan 08, 2025
Q3 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
8.27K+ 5.18% |
$672K - $689K
|
168K
$13.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.14K+ 8.46% |
$662K - $678K
|
104K
$8.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
8.03KNew |
$653K - $669K
|
8.03K
$664K
|
|
|
Oct 30, 2024
Q3 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
7.92K+ 31.05% |
$644K - $659K
|
33.4K
$2.76M
|
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
BUY
|
- |
7.81K+ 12.81% |
$635K - $651K
|
68.8K
$5.69M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
7.55K+ 3.58% |
$614K - $629K
|
218K
$18M
|
|
|
Nov 13, 2024
Q3 2024
|
Eschler Asset Management LLP
Cambridge, X0 |
BUY
|
- |
7.5KNew |
$610K - $625K
|
7.5K
$620K
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
7.48K+ 8.39% |
$608K - $623K
|
96.6K
$7.99M
|
|
|
Oct 22, 2024
Q3 2024
|
Ndwm LLC
La Jolla, CA |
BUY
|
- |
7.42K+ 54.27% |
$603K - $618K
|
21.1K
$1.74M
|
|
|
Nov 14, 2024
Q3 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
7.37K+ 38.01% |
$599K - $614K
|
26.8K
$2.21M
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
BUY
|
- |
7.35KNew |
$597K - $612K
|
7.35K
$607K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
7.26K+ 7.36% |
$590K - $605K
|
106K
$8.75M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
7.17K+ 3.29% |
$583K - $597K
|
225K
$18.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
7.06K+ 17.42% |
$574K - $588K
|
47.6K
$3.93M
|
|
|
Nov 22, 2024
Q3 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
7.06K+ 16.91% |
$574K - $588K
|
48.8K
$4.03M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7.04K+ 7.35% |
$572K - $586K
|
103K
$8.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
7KNew |
$569K - $583K
|
7K
$579K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
6.84K+ 12.51% |
$556K - $570K
|
61.5K
$5.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
6.82K+ 52.8% |
$555K - $568K
|
19.7K
$1.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
6.74K+ 0.97% |
$548K - $562K
|
704K
$58.2M
|
|
|
Oct 25, 2024
Q3 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
6.67K+ 5.91% |
$542K - $556K
|
120K
$9.89M
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
6.67K+ 19.76% |
$542K - $555K
|
40.4K
$3.34M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.53K+ 3.35% |
$531K - $544K
|
201K
$16.6M
|
|
|
Oct 29, 2024
Q3 2024
|
Latko Wealth Management, Ltd.
Frankfort, IL |
BUY
|
- |
6.34KNew |
$515K - $528K
|
6.34K
$524K
|