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 |
|---|---|---|---|---|---|---|---|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
68New |
$5.55K - $5.64K
|
68
$5.6K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
62+ 0.16% |
$5.06K - $5.14K
|
39.7K
$3.27M
|
|
|
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
$425K
|
|
|
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
$333K
|
|
|
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
$961K
|
|
|
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
$362K
|
|
|
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
$2.72K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
30+ 0.1% |
$2.45K - $2.49K
|
31.1K
$2.56M
|
|
|
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 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
25+ 0.85% |
$2.04K - $2.07K
|
2.98K
$245K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
25+ 1.27% |
$2.04K - $2.07K
|
1.99K
$164K
|
|
|
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
$74.6K
|
|
|
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
$76.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
12+ 0.08% |
$980 - $995
|
15.2K
$1.25M
|
|
|
Feb 20, 2025
Q4 2024
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
10+ 0.17% |
$817 - $829
|
5.95K
$489K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
8+ 0.1% |
$653 - $663
|
8.43K
$693K
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
8+ 0.17% |
$653 - $663
|
4.58K
$377K
|
|
|
Jan 29, 2025
Q4 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
7+ 0.19% |
$572 - $581
|
3.77K
$310K
|
|
|
Jan 15, 2025
Q4 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
6+ 0.11% |
$490 - $498
|
5.45K
$448K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
6+ 0.02% |
$490 - $498
|
30.8K
$2.54M
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
6+ 0.09% |
$490 - $498
|
6.46K
$531K
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
5+ 0.08% |
$408 - $415
|
6.07K
$500K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
5New |
$408 - $415
|
5
$411
|
|
|
May 14, 2025
Q4 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
5+ 0.87% |
$408 - $415
|
578
$47.6K
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
BUY
|
- |
4+ 1.25% |
$327 - $332
|
323
$26.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
4+ 0.09% |
$327 - $332
|
4.64K
$382K
|
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
4+ 1.45% |
$327 - $332
|
279
$23K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
3+ 1.08% |
$245 - $249
|
280
$23K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
3+ 33.33% |
$245 - $249
|
12
$987
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
1+ 0.07% |
$81.7 - $82.9
|
1.35K
$111K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$81.7 - $82.9
|
2.86K
$236K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.14% |
$81.7 - $82.9
|
739
$60.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
1+ 2.17% |
$81.7 - $82.9
|
47
$3.87K
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-1- 0.22% |
$81.7 - $82.9
|
450
$37K
|