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 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
$583K
|
|
|
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
$548K
|
|
|
Feb 13, 2025
Q4 2024
|
Spreng Capital Management, Inc.
|
BUY
|
- |
140+ 1.37% |
$11.4K - $11.6K
|
10.4K
$854K
|
|
|
Feb 12, 2025
Q4 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
136+ 1.39% |
$11.1K - $11.3K
|
9.92K
$815K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
127New |
$10.4K - $10.5K
|
127
$10.4K
|
|
|
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
$2.14M
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
106New |
$8.66K - $8.79K
|
106
$8.72K
|
|
|
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 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
104New |
$8.49K - $8.62K
|
104
$8.55K
|
|
|
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
$8.22K
|
|
|
Feb 07, 2025
Q4 2024
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
99+ 2.61% |
$8.09K - $8.21K
|
3.9K
$320K
|
|
|
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
$428K
|
|
|
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
$221K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
62+ 0.16% |
$5.06K - $5.14K
|
39.7K
$3.26M
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
60+ 1.22% |
$4.9K - $4.98K
|
4.98K
$409K
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
60+ 0.23% |
$4.9K - $4.98K
|
26.1K
$2.15M
|
|
|
Jan 30, 2025
Q4 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
59+ 1.36% |
$4.82K - $4.89K
|
4.41K
$363K
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
BUY
|
- |
57+ 1.12% |
$4.66K - $4.73K
|
5.16K
$424K
|
|
|
Jan 28, 2025
Q4 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
54+ 0.27% |
$4.41K - $4.48K
|
20.3K
$1.67M
|
|
|
Feb 07, 2025
Q4 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
53+ 1.33% |
$4.33K - $4.4K
|
4.04K
$332K
|
|
|
Feb 10, 2025
Q4 2024
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
53+ 0.17% |
$4.33K - $4.4K
|
30.5K
$2.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
47New |
$3.84K - $3.9K
|
47
$3.87K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
44+ 0.38% |
$3.59K - $3.65K
|
11.7K
$960K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
43+ 1.99% |
$3.51K - $3.57K
|
2.21K
$181K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
42+ 0.41% |
$3.43K - $3.48K
|
10.4K
$852K
|
|
|
Feb 13, 2025
Q4 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
38+ 0.87% |
$3.1K - $3.15K
|
4.39K
$361K
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
37+ 0.8% |
$3.02K - $3.07K
|
4.65K
$382K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
34+ 1.36% |
$2.78K - $2.82K
|
2.54K
$209K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
33New |
$2.7K - $2.74K
|
33
$2.71K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
30+ 0.1% |
$2.45K - $2.49K
|
31.1K
$2.55M
|
|
|
Jan 31, 2025
Q4 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
28+ 1.28% |
$2.29K - $2.32K
|
2.21K
$182K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
25+ 1.27% |
$2.04K - $2.07K
|
1.99K
$164K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
25+ 0.85% |
$2.04K - $2.07K
|
2.98K
$245K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
23+ 22.33% |
$1.88K - $1.91K
|
126
$10.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
23+ 2.6% |
$1.88K - $1.91K
|
906
$74.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
21+ 0.4% |
$1.72K - $1.74K
|
5.32K
$438K
|
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
20+ 8.77% |
$1.63K - $1.66K
|
248
$20.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
19New |
$1.55K - $1.58K
|
19
$1.56K
|
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
16+ 0.26% |
$1.31K - $1.33K
|
6.29K
$517K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
13+ 1.41% |
$1.06K - $1.08K
|
932
$76.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
12+ 0.08% |
$980 - $995
|
15.2K
$1.25M
|