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 13, 2024
Q3 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
420+ 9.12% |
$34.2K - $35K
|
5.03K
$414K
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
407+ 1.44% |
$33.1K - $33.9K
|
28.6K
$2.35M
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
401+ 9.3% |
$32.6K - $33.4K
|
4.71K
$388K
|
|
Oct 23, 2024
Q3 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
397+ 5.29% |
$32.3K - $33.1K
|
7.91K
$651K
|
|
Nov 12, 2024
Q3 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
390+ 5.05% |
$31.7K - $32.5K
|
8.11K
$667K
|
|
Nov 08, 2024
Q3 2024
|
New Potomac Partners, LLC
|
BUY
|
- |
385New |
$31.3K - $32.1K
|
385
$31.7K
|
|
Nov 13, 2024
Q3 2024
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
357+ 1.43% |
$29K - $29.7K
|
25.3K
$2.08M
|
|
Oct 28, 2024
Q3 2024
|
Durante & Waters, LLC
Brewster, NY |
BUY
|
- |
343+ 0.42% |
$27.9K - $28.6K
|
81.3K
$6.69M
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
322New |
$26.2K - $26.8K
|
322
$26.5K
|
|
Oct 07, 2024
Q3 2024
|
New Capital Management LP
|
BUY
|
- |
319+ 0.89% |
$25.9K - $26.6K
|
36.1K
$2.97M
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
295+ 1.61% |
$24K - $24.6K
|
18.6K
$1.53M
|
|
Oct 09, 2024
Q3 2024
|
A. D. Beadell Investment Counsel, Inc.
|
BUY
|
- |
292+ 4.78% |
$23.7K - $24.3K
|
6.41K
$527K
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
292New |
$23.7K - $24.3K
|
292
$24K
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
BUY
|
- |
275+ 2.55% |
$22.4K - $22.9K
|
11K
$908K
|
|
Nov 12, 2024
Q3 2024
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
270+ 1.0% |
$22K - $22.5K
|
27.2K
$2.24M
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
258+ 8.78% |
$21K - $21.5K
|
3.2K
$263K
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
250+ 0.67% |
$20.3K - $20.8K
|
37.6K
$3.1M
|
|
Oct 24, 2024
Q3 2024
|
Sterling Manor Financial, LLC
|
BUY
|
- |
247+ 0.4% |
$20.1K - $20.6K
|
61.8K
$5.09M
|
|
Oct 21, 2024
Q3 2024
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
245+ 0.87% |
$19.9K - $20.4K
|
28.5K
$2.34M
|
|
Oct 08, 2024
Q3 2024
|
Cadinha & CO LLC
|
BUY
|
- |
240+ 4.71% |
$19.5K - $20K
|
5.34K
$439K
|
|
Nov 08, 2024
Q3 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
234+ 5.89% |
$19K - $19.5K
|
4.21K
$346K
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
228New |
$18.5K - $19K
|
228
$18.8K
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
217+ 1.13% |
$17.6K - $18.1K
|
19.4K
$1.59M
|
|
Oct 18, 2024
Q3 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
216+ 1.29% |
$17.6K - $18K
|
16.9K
$1.39M
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
211+ 3.86% |
$17.2K - $17.6K
|
5.67K
$467K
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
BUY
|
- |
203+ 4.14% |
$16.5K - $16.9K
|
5.1K
$420K
|
|
Oct 29, 2024
Q3 2024
|
Van Eck Associates Corp
|
BUY
|
- |
203New |
$16.5K - $16.9K
|
203
$16.7K
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
203+ 4.83% |
$16.5K - $16.9K
|
4.4K
$362K
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
200+ 1.59% |
$16.3K - $16.7K
|
12.8K
$1.05M
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
200New |
$16.3K - $16.7K
|
200
$16.5K
|
|
Oct 29, 2024
Q3 2024
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
192+ 0.36% |
$15.6K - $16K
|
53.9K
$4.44M
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
181New |
$14.7K - $15.1K
|
181
$14.9K
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
178+ 4.44% |
$14.5K - $14.8K
|
4.19K
$345K
|
|
Oct 29, 2024
Q3 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
178New |
$14.5K - $14.8K
|
178
$14.6K
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
169+ 1.75% |
$13.7K - $14.1K
|
9.84K
$809K
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
168+ 8.43% |
$13.7K - $14K
|
2.16K
$178K
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
167+ 23.32% |
$13.6K - $13.9K
|
883
$72.7K
|
|
Nov 14, 2024
Q3 2024
|
Jordan Park Group LLC
|
BUY
|
- |
161+ 1.01% |
$13.1K - $13.4K
|
16.1K
$1.32M
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
155+ 387.5% |
$12.6K - $12.9K
|
195
$16K
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
153+ 1.58% |
$12.4K - $12.7K
|
9.84K
$809K
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
153+ 2.56% |
$12.4K - $12.7K
|
6.13K
$504K
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
152+ 0.74% |
$12.4K - $12.7K
|
20.8K
$1.71M
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
BUY
|
- |
140+ 2.28% |
$11.4K - $11.7K
|
6.28K
$516K
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
127+ 0.23% |
$10.3K - $10.6K
|
55.1K
$4.54M
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
120+ 0.47% |
$9.76K - $9.99K
|
25.8K
$2.12M
|
|
Oct 16, 2024
Q3 2024
|
Patton Fund Management, Inc.
|
BUY
|
- |
108+ 1.39% |
$8.78K - $9K
|
7.88K
$648K
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
107+ 1.32% |
$8.7K - $8.91K
|
8.21K
$675K
|
|
Oct 30, 2024
Q3 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
107+ 1.56% |
$8.7K - $8.91K
|
6.97K
$573K
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
100New |
$8.13K - $8.33K
|
100
$8.23K
|
|
Oct 09, 2024
Q3 2024
|
Stolper CO
|
BUY
|
- |
92+ 1.15% |
$7.48K - $7.66K
|
8.1K
$667K
|