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 31, 2025
Q4 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
300+ 5.52% |
$24.5K - $24.9K
|
5.73K
$472K
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
300New |
$24.5K - $24.9K
|
300
$24.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
290+ 0.9% |
$23.7K - $24K
|
32.4K
$2.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
290+ 0.77% |
$23.7K - $24K
|
37.9K
$3.12M
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
285+ 1.89% |
$23.3K - $23.6K
|
15.3K
$1.26M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
271+ 7.61% |
$22.1K - $22.5K
|
3.83K
$315K
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
BUY
|
- |
270+ 1.39% |
$22.1K - $22.4K
|
19.7K
$1.62M
|
|
|
Jan 28, 2025
Q4 2024
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
262+ 1.47% |
$21.4K - $21.7K
|
18K
$1.49M
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
260+ 3.21% |
$21.2K - $21.6K
|
8.37K
$689K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
253+ 162.18% |
$20.7K - $21K
|
409
$33.7K
|
|
|
Jan 22, 2025
Q4 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
241+ 9.8% |
$19.7K - $20K
|
2.7K
$222K
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
239New |
$19.5K - $19.8K
|
239
$19.7K
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
236New |
$19.3K - $19.6K
|
236
$19.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Pacific Financial Group Inc
|
BUY
|
- |
231+ 0.9% |
$18.9K - $19.2K
|
25.8K
$2.12M
|
|
|
Jan 23, 2025
Q4 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
230+ 9.13% |
$18.8K - $19.1K
|
2.75K
$226K
|
|
|
Feb 14, 2025
Q4 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
227+ 2.6% |
$18.5K - $18.8K
|
8.96K
$737K
|
|
|
Jan 14, 2025
Q4 2024
|
Twele Capital Management, Inc.
|
BUY
|
- |
211+ 4.15% |
$17.2K - $17.5K
|
5.3K
$436K
|
|
|
Jan 21, 2025
Q4 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
202+ 4.03% |
$16.5K - $16.8K
|
5.21K
$429K
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
201+ 3.02% |
$16.4K - $16.7K
|
6.86K
$565K
|
|
|
Feb 14, 2025
Q4 2024
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
200+ 2.86% |
$16.3K - $16.6K
|
7.2K
$592K
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
197+ 0.63% |
$16.1K - $16.3K
|
31.3K
$2.58M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
195+ 1.72% |
$15.9K - $16.2K
|
11.5K
$948K
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
187+ 92.12% |
$15.3K - $15.5K
|
390
$32.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
179New |
$14.6K - $14.8K
|
179
$14.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
174+ 5.69% |
$14.2K - $14.4K
|
3.23K
$266K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
173+ 1.16% |
$14.1K - $14.3K
|
15.1K
$1.24M
|
|
|
Feb 12, 2025
Q4 2024
|
Discovery Capital Management, LLC
South Norwalk, CT |
BUY
|
- |
172+ 5.98% |
$14K - $14.3K
|
3.05K
$251K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
169+ 177.89% |
$13.8K - $14K
|
264
$21.7K
|
|
|
Feb 03, 2025
Q4 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
161+ 0.27% |
$13.2K - $13.4K
|
59.9K
$4.93M
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
159New |
$13K - $13.2K
|
159
$13.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
147+ 2.12% |
$12K - $12.2K
|
7.09K
$584K
|
|
|
Jan 22, 2025
Q4 2024
|
Center For Asset Management LLC
|
BUY
|
- |
145+ 5.82% |
$11.8K - $12K
|
2.64K
$217K
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
142+ 2.18% |
$11.6K - $11.8K
|
6.67K
$549K
|
|
|
Feb 13, 2025
Q4 2024
|
Spreng Capital Management, Inc.
|
BUY
|
- |
140+ 1.37% |
$11.4K - $11.6K
|
10.4K
$855K
|
|
|
Feb 12, 2025
Q4 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
136+ 1.39% |
$11.1K - $11.3K
|
9.92K
$816K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
127New |
$10.4K - $10.5K
|
127
$10.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
121+ 4.03% |
$9.88K - $10K
|
3.12K
$257K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
119+ 4.01% |
$9.72K - $9.87K
|
3.09K
$254K
|
|
|
Jan 27, 2025
Q4 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
115+ 2.83% |
$9.39K - $9.54K
|
4.17K
$343K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
112+ 0.43% |
$9.15K - $9.29K
|
26.1K
$2.15M
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
106New |
$8.66K - $8.79K
|
106
$8.72K
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
104New |
$8.49K - $8.62K
|
104
$8.56K
|
|
|
Feb 12, 2025
Q4 2024
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
104+ 0.41% |
$8.49K - $8.62K
|
25.4K
$2.09M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
102New |
$8.33K - $8.46K
|
102
$8.39K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
100New |
$8.17K - $8.29K
|
100
$8.23K
|
|
|
Feb 07, 2025
Q4 2024
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
99+ 2.61% |
$8.09K - $8.21K
|
3.9K
$321K
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
BUY
|
- |
98+ 1.56% |
$8K - $8.13K
|
6.37K
$524K
|
|
|
Jan 27, 2025
Q4 2024
|
Brickley Wealth Management
|
BUY
|
- |
93+ 1.82% |
$7.6K - $7.71K
|
5.21K
$429K
|
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
86+ 8.31% |
$7.02K - $7.13K
|
1.12K
$92.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
69+ 2.63% |
$5.64K - $5.72K
|
2.69K
$222K
|