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 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
5.77K+ 164.39% |
$469K - $480K
|
9.27K
$761K
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
5.71K+ 6.87% |
$465K - $476K
|
88.9K
$7.29M
|
|
|
Oct 24, 2024
Q3 2024
|
Benedict Financial Advisors Inc
|
BUY
|
- |
5.62K+ 47.09% |
$457K - $468K
|
17.5K
$1.44M
|
|
|
Nov 13, 2024
Q3 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
5.56K+ 5.01% |
$452K - $463K
|
116K
$9.55M
|
|
|
Nov 08, 2024
Q3 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
5.43KNew |
$442K - $452K
|
5.43K
$445K
|
|
|
Oct 08, 2024
Q3 2024
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
5.19K+ 6.63% |
$422K - $432K
|
83.5K
$6.85M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
5.13K+ 70.42% |
$417K - $427K
|
12.4K
$1.02M
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
5.08K+ 6.13% |
$413K - $423K
|
87.8K
$7.21M
|
|
|
Oct 22, 2024
Q3 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
5.07K+ 42.21% |
$412K - $422K
|
17.1K
$1.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
5.06K+ 9.51% |
$411K - $421K
|
58.2K
$4.78M
|
|
|
Oct 24, 2024
Q3 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
4.89K+ 6.47% |
$397K - $407K
|
80.4K
$6.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.88K+ 7.05% |
$397K - $406K
|
74.1K
$6.08M
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
4.83K+ 1.49% |
$393K - $402K
|
329K
$27M
|
|
|
Oct 31, 2024
Q3 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
4.82K+ 3.5% |
$392K - $402K
|
143K
$11.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
BUY
|
- |
4.69K+ 15.59% |
$381K - $390K
|
34.8K
$2.85M
|
|
|
Nov 08, 2024
Q3 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
4.68KNew |
$380K - $389K
|
4.68K
$384K
|
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
4.59KNew |
$373K - $382K
|
4.59K
$376K
|
|
|
Oct 24, 2024
Q3 2024
|
Barry Investment Advisors, LLC
|
BUY
|
- |
4.54K+ 36.41% |
$369K - $378K
|
17K
$1.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
4.41K+ 1.03% |
$359K - $367K
|
432K
$35.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
4.41K+ 15.82% |
$358K - $367K
|
32.2K
$2.65M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.36K+ 16.65% |
$355K - $363K
|
30.6K
$2.51M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.36K+ 4.37% |
$354K - $363K
|
104K
$8.55M
|
|
|
Nov 08, 2024
Q3 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
4.36KNew |
$354K - $363K
|
4.36K
$357K
|
|
|
Oct 23, 2024
Q3 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
4.27K+ 5.8% |
$347K - $356K
|
77.9K
$6.39M
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
4.23K+ 37.02% |
$344K - $353K
|
15.7K
$1.29M
|
|
|
Nov 04, 2024
Q3 2024
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
4.21K+ 13.56% |
$342K - $351K
|
35.3K
$2.89M
|
|
|
Oct 23, 2024
Q3 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
4.15K+ 1.9% |
$338K - $346K
|
222K
$18.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
4.12K+ 4.4% |
$335K - $343K
|
97.6K
$8.01M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
4.06KNew |
$330K - $338K
|
4.06K
$333K
|
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
4.04K+ 36.6% |
$328K - $336K
|
15.1K
$1.24M
|
|
|
Oct 28, 2024
Q3 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
3.97K+ 118.38% |
$323K - $331K
|
7.33K
$601K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
3.86K+ 32.55% |
$314K - $321K
|
15.7K
$1.29M
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.81K+ 13.22% |
$310K - $317K
|
32.6K
$2.67M
|
|
|
Oct 31, 2024
Q3 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
3.76KNew |
$306K - $313K
|
3.76K
$309K
|
|
|
Oct 24, 2024
Q3 2024
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
3.7KNew |
$301K - $309K
|
3.7K
$304K
|
|
|
Nov 14, 2024
Q3 2024
|
Promethium Advisors,Llc
Bethesda, MD |
BUY
|
- |
3.7KNew |
$301K - $308K
|
3.7K
$304K
|
|
|
Oct 24, 2024
Q3 2024
|
Welch Group, LLC
|
BUY
|
- |
3.67K+ 26.15% |
$298K - $305K
|
17.7K
$1.45M
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
3.67K+ 18.03% |
$298K - $305K
|
24K
$1.97M
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
3.6KNew |
$293K - $300K
|
3.6K
$295K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.56K+ 28.94% |
$290K - $297K
|
15.9K
$1.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
3.53KNew |
$287K - $294K
|
3.53K
$290K
|
|
|
Oct 28, 2024
Q3 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
3.45KNew |
$280K - $287K
|
3.45K
$283K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.41K+ 15.35% |
$277K - $284K
|
25.6K
$2.1M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
3.33K+ 37.18% |
$270K - $277K
|
12.3K
$1.01M
|
|
|
Nov 04, 2024
Q3 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
3.3K+ 3928.57% |
$268K - $275K
|
3.38K
$278K
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
3.23K+ 6.25% |
$262K - $269K
|
54.9K
$4.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
3.21KNew |
$261K - $267K
|
3.21K
$263K
|
|
|
Nov 14, 2024
Q3 2024
|
Vernal Point Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.15K+ 3.98% |
$256K - $262K
|
82.4K
$6.76M
|
|
|
Nov 12, 2024
Q3 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
3.15K+ 4.54% |
$256K - $262K
|
72.5K
$5.95M
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
3.14K+ 4.95% |
$256K - $262K
|
66.7K
$5.47M
|