Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
8.17M+ 11520.93% |
$668M - $678M
|
8.24M
$678M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
4.75MNew |
$388M - $394M
|
4.75M
$390M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.73M+ 47.77% |
$305M - $309M
|
11.5M
$949M
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
2.41M+ 4992.9% |
$197M - $200M
|
2.45M
$202M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
1.98M+ 94.04% |
$161M - $164M
|
4.08M
$335M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.48M+ 71.06% |
$121M - $122M
|
3.55M
$292M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.31M+ 9.36% |
$107M - $109M
|
15.3M
$1.26B
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
767K+ 9.06% |
$62.6M - $63.6M
|
9.23M
$759M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
542K+ 57.79% |
$44.3M - $45M
|
1.48M
$122M
|
|
|
Jan 28, 2025
Q4 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
459K+ 257652.25% |
$37.5M - $38M
|
459K
$37.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
388K+ 1011.9% |
$31.7M - $32.2M
|
426K
$35M
|
|
|
Feb 12, 2025
Q4 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
385KNew |
$31.4M - $31.9M
|
385K
$31.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
334KNew |
$27.3M - $27.7M
|
334K
$27.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
332K+ 46.15% |
$27.2M - $27.6M
|
1.05M
$86.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Allianz Se
Munich, 2M |
BUY
|
- |
301KNew |
$24.6M - $24.9M
|
301K
$24.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
295K+ 336.15% |
$24.1M - $24.5M
|
383K
$31.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
294K+ 85.0% |
$24M - $24.4M
|
640K
$52.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Moment Partners, LLC
San Francisco, CA |
BUY
|
- |
272KNew |
$22.2M - $22.5M
|
272K
$22.3M
|
|
|
Jan 07, 2025
Q4 2024
|
Innova Wealth Partners
|
BUY
|
- |
258KNew |
$21.1M - $21.4M
|
258K
$21.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
244K+ 220.78% |
$19.9M - $20.2M
|
354K
$29.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
222K+ 182.92% |
$18.1M - $18.4M
|
343K
$28.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
210KNew |
$17.1M - $17.4M
|
210K
$17.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
171K+ 5315.15% |
$14M - $14.2M
|
174K
$14.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
166K+ 518.03% |
$13.6M - $13.8M
|
199K
$16.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
164K+ 20.03% |
$13.4M - $13.6M
|
983K
$80.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
141K+ 19.55% |
$11.5M - $11.7M
|
863K
$71M
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
128KNew |
$10.4M - $10.6M
|
128K
$10.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
128K+ 3608.78% |
$10.4M - $10.6M
|
131K
$10.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
126KNew |
$10.3M - $10.4M
|
126K
$10.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
125K+ 61.88% |
$10.2M - $10.3M
|
326K
$26.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Broyhill Asset Management
Charlotte, NC |
BUY
|
- |
124KNew |
$10.1M - $10.3M
|
124K
$10.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
122KNew |
$9.97M - $10.1M
|
122K
$10M
|
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
121K+ 1342.49% |
$9.89M - $10M
|
130K
$10.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
112K+ 159.42% |
$9.12M - $9.25M
|
182K
$14.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
110K+ 10.74% |
$8.94M - $9.08M
|
1.13M
$92.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
103K+ 4.5% |
$8.43M - $8.56M
|
2.4M
$197M
|
|
|
Feb 14, 2025
Q4 2024
|
Permanens Capital L.P.
New York, NY |
BUY
|
- |
103K+ 112.85% |
$8.38M - $8.51M
|
194K
$15.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
99.8K+ 29.53% |
$8.15M - $8.28M
|
438K
$36M
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
95.8K+ 281.14% |
$7.83M - $7.95M
|
130K
$10.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
91.1K+ 486.03% |
$7.44M - $7.55M
|
110K
$9.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
87.4KNew |
$7.14M - $7.25M
|
87.4K
$7.19M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
85.9K+ 44.58% |
$7.01M - $7.12M
|
278K
$22.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
85.1K+ 58.87% |
$6.95M - $7.06M
|
230K
$18.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Gunma Bank,Ltd.
|
BUY
|
- |
85K+ 70.83% |
$6.94M - $7.05M
|
205K
$16.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
81K+ 90.71% |
$6.61M - $6.72M
|
170K
$14M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
78.9K+ 292.33% |
$6.44M - $6.54M
|
106K
$8.71M
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
BUY
|
- |
78.6K+ 331.84% |
$6.42M - $6.52M
|
102K
$8.41M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
76.9K+ 51.79% |
$6.28M - $6.38M
|
225K
$18.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
75.9K+ 17.0% |
$6.2M - $6.29M
|
522K
$43M
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
74.1K+ 99.71% |
$6.05M - $6.14M
|
148K
$12.2M
|