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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
779New |
$63.6K - $64.6K
|
779
$64.1K
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
775+ 31.1% |
$63.3K - $64.3K
|
3.27K
$269K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
770New |
$62.9K - $63.9K
|
770
$63.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
766+ 0.89% |
$62.6K - $63.5K
|
87.1K
$7.16M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
742+ 5.09% |
$60.6K - $61.5K
|
15.3K
$1.26M
|
|
|
Feb 12, 2025
Q4 2024
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
741+ 3.75% |
$60.5K - $61.5K
|
20.5K
$1.69M
|
|
|
Feb 11, 2025
Q4 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
733+ 3.76% |
$59.9K - $60.8K
|
20.2K
$1.66M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
675+ 7.28% |
$55.1K - $56K
|
9.95K
$819K
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
648+ 1.18% |
$52.9K - $53.7K
|
55.5K
$4.57M
|
|
|
Feb 13, 2025
Q4 2024
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
635+ 1.85% |
$51.9K - $52.7K
|
35K
$2.88M
|
|
|
Feb 14, 2025
Q4 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
629+ 3.97% |
$51.4K - $52.2K
|
16.5K
$1.36M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
623+ 17.8% |
$50.9K - $51.7K
|
4.12K
$339K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
615+ 1.56% |
$50.2K - $51K
|
40K
$3.29M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
612+ 0.17% |
$50K - $50.8K
|
367K
$30.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
BUY
|
- |
600+ 13.48% |
$49K - $49.8K
|
5.05K
$416K
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
590+ 0.24% |
$48.2K - $48.9K
|
249K
$20.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
586+ 7.14% |
$47.9K - $48.6K
|
8.79K
$723K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
570+ 5.34% |
$46.6K - $47.3K
|
11.2K
$925K
|
|
|
Jan 23, 2025
Q4 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
551+ 3.26% |
$45K - $45.7K
|
17.5K
$1.44M
|
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
550New |
$44.9K - $45.6K
|
550
$45.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
539+ 1.21% |
$44K - $44.7K
|
45.1K
$3.72M
|
|
|
Jan 16, 2025
Q4 2024
|
Purus Wealth Management, LLC
|
BUY
|
- |
530+ 8.65% |
$43.3K - $44K
|
6.66K
$548K
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
527+ 1.83% |
$43K - $43.7K
|
29.3K
$2.41M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
503+ 1.95% |
$41.1K - $41.7K
|
26.3K
$2.16M
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
502+ 0.73% |
$41K - $41.6K
|
69.5K
$5.72M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
494+ 24.81% |
$40.3K - $41K
|
2.49K
$204K
|
|
|
Feb 06, 2025
Q4 2024
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
489+ 1.8% |
$39.9K - $40.6K
|
27.7K
$2.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
477New |
$39K - $39.6K
|
477
$39.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
454+ 5.57% |
$37.1K - $37.7K
|
8.6K
$708K
|
|
|
Feb 14, 2025
Q4 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
447+ 1.59% |
$36.5K - $37.1K
|
28.5K
$2.35M
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
439New |
$35.9K - $36.4K
|
439
$36.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
439+ 0.95% |
$35.9K - $36.4K
|
46.8K
$3.85M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
431+ 0.45% |
$35.2K - $35.7K
|
96.5K
$7.94M
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
426+ 3.73% |
$34.8K - $35.3K
|
11.9K
$976K
|
|
|
Feb 14, 2025
Q4 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
425+ 95.94% |
$34.7K - $35.2K
|
868
$71.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
424+ 14.25% |
$34.6K - $35.2K
|
3.4K
$280K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
394New |
$32.2K - $32.7K
|
394
$32.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
382+ 1.49% |
$31.2K - $31.7K
|
26K
$2.14M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
370New |
$30.2K - $30.7K
|
370
$30.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
365+ 0.89% |
$29.8K - $30.3K
|
41.5K
$3.41M
|
|
|
Jan 28, 2025
Q4 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
364+ 10.57% |
$29.7K - $30.2K
|
3.81K
$313K
|
|
|
Feb 07, 2025
Q4 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
358+ 9.84% |
$29.2K - $29.7K
|
4K
$329K
|
|
|
Feb 12, 2025
Q4 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
341+ 6.78% |
$27.9K - $28.3K
|
5.37K
$442K
|
|
|
Jan 13, 2025
Q4 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
330+ 4.66% |
$27K - $27.4K
|
7.41K
$610K
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
324+ 19.85% |
$26.5K - $26.9K
|
1.96K
$161K
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
322+ 39.75% |
$26.3K - $26.7K
|
1.13K
$93.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
317+ 1.24% |
$25.9K - $26.3K
|
25.9K
$2.13M
|
|
|
Jan 06, 2025
Q4 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
313+ 0.35% |
$25.6K - $26K
|
89K
$7.33M
|
|
|
Feb 13, 2025
Q4 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
309+ 1.32% |
$25.2K - $25.6K
|
23.7K
$1.95M
|
|
|
Feb 12, 2025
Q4 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
307+ 0.42% |
$25.1K - $25.5K
|
72.8K
$5.99M
|