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 20, 2025
Q4 2024
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
10+ 0.17% |
$817 - $829
|
5.95K
$489K
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
8+ 0.17% |
$653 - $663
|
4.58K
$377K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
8+ 0.1% |
$653 - $663
|
8.43K
$693K
|
|
|
Jan 29, 2025
Q4 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
7+ 0.19% |
$572 - $581
|
3.77K
$310K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
6+ 0.02% |
$490 - $498
|
30.8K
$2.54M
|
|
|
Jan 15, 2025
Q4 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
6+ 0.11% |
$490 - $498
|
5.45K
$448K
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
6+ 0.09% |
$490 - $498
|
6.46K
$531K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
5New |
$408 - $415
|
5
$411
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
5+ 0.08% |
$408 - $415
|
6.07K
$499K
|
|
|
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
$22.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
3+ 33.33% |
$245 - $249
|
12
$987
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
3+ 1.08% |
$245 - $249
|
280
$23K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$81.7 - $82.9
|
2.86K
$235K
|
|
|
Feb 11, 2025
Q4 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
1+ 2.17% |
$81.7 - $82.9
|
47
$3.87K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.14% |
$81.7 - $82.9
|
739
$60.8K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
1+ 0.07% |
$81.7 - $82.9
|
1.35K
$111K
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-1- 0.02% |
$81.7 - $82.9
|
5.77K
$474K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-1- 0.22% |
$81.7 - $82.9
|
450
$37K
|
|
|
Feb 11, 2025
Q4 2024
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-1- 0.28% |
$81.7 - $82.9
|
362
$29.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-4- 0.06% |
$327 - $332
|
6.16K
$507K
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-4- 0.1% |
$327 - $332
|
4.1K
$337K
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-8- 0.14% |
$653 - $663
|
5.76K
$474K
|
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-10- 0.17% |
$817 - $829
|
6.05K
$497K
|
|
|
Feb 12, 2025
Q4 2024
|
St. James Investment Company, LLC
|
SELL
|
- |
-15- 0.1% |
$1.23K - $1.24K
|
14.4K
$1.18M
|
|
|
Jan 29, 2025
Q4 2024
|
Hudock, Inc.
|
SELL
|
- |
-17- 0.06% |
$1.39K - $1.41K
|
30.1K
$2.48M
|
|
|
Jan 22, 2025
Q4 2024
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-20- 1.2% |
$1.63K - $1.66K
|
1.65K
$136K
|
|
|
Jan 31, 2025
Q4 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-20- 0.12% |
$1.63K - $1.66K
|
17.2K
$1.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-23- 0.45% |
$1.88K - $1.91K
|
5.07K
$417K
|
|
|
Jan 13, 2025
Q4 2024
|
Biltmore Wealth Management, LLC
|
SELL
|
- |
-25- 0.22% |
$2.04K - $2.07K
|
11.4K
$934K
|
|
|
Jan 13, 2025
Q4 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-28- 0.58% |
$2.29K - $2.32K
|
4.77K
$392K
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-32- 0.65% |
$2.61K - $2.65K
|
4.92K
$404K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-37- 16.59% |
$3.02K - $3.07K
|
186
$15.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Horizon Financial Services, LLC
|
SELL
|
- |
-40- 34.78% |
$3.27K - $3.32K
|
75
$6.17K
|
|
|
Jan 29, 2025
Q4 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-42- 0.6% |
$3.43K - $3.48K
|
6.93K
$570K
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-46- 20.26% |
$3.76K - $3.81K
|
181
$14.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-46- 0.76% |
$3.76K - $3.81K
|
6K
$494K
|
|
|
Feb 13, 2025
Q4 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-50- 1.72% |
$4.08K - $4.15K
|
2.85K
$235K
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-52- 5.47% |
$4.25K - $4.31K
|
899
$73.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-57- 5.25% |
$4.66K - $4.73K
|
1.03K
$84.5K
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
SELL
|
- |
-60- 41.38% |
$4.9K - $4.98K
|
85
$6.99K
|
|
|
Feb 05, 2025
Q4 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-65- 0.82% |
$5.31K - $5.39K
|
7.84K
$645K
|
|
|
Jan 17, 2025
Q4 2024
|
Hudson Capital Management LLC
|
SELL
|
- |
-66- 1.97% |
$5.39K - $5.47K
|
3.28K
$269K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-70- 1.95% |
$5.72K - $5.81K
|
3.52K
$289K
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-72- 0.13% |
$5.88K - $5.97K
|
56.1K
$4.62M
|
|
|
Feb 06, 2025
Q4 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-74- 1.56% |
$6.04K - $6.14K
|
4.67K
$384K
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
SELL
|
- |
-80- 1.3% |
$6.53K - $6.63K
|
6.06K
$498K
|
|
|
Jan 14, 2025
Q4 2024
|
Stolper CO
|
SELL
|
- |
-80- 0.99% |
$6.53K - $6.63K
|
8.02K
$660K
|