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 11, 2025
Q4 2024
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-1- 0.28% |
$81.7 - $82.9
|
362
$29.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-1- 0.02% |
$81.7 - $82.9
|
5.77K
$474K
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-4- 0.1% |
$327 - $332
|
4.1K
$337K
|
|
|
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
|
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
$498K
|
|
|
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
$405K
|
|
|
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
|
|
|
Jan 29, 2025
Q4 2024
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-46- 0.76% |
$3.76K - $3.81K
|
6K
$494K
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-46- 20.26% |
$3.76K - $3.81K
|
181
$14.9K
|
|
|
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
$74K
|
|
|
Feb 14, 2025
Q4 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-57- 5.25% |
$4.66K - $4.73K
|
1.03K
$84.6K
|
|
|
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
$270K
|
|
|
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 14, 2025
Q4 2024
|
Stolper CO
|
SELL
|
- |
-80- 0.99% |
$6.53K - $6.63K
|
8.02K
$660K
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
SELL
|
- |
-80- 1.3% |
$6.53K - $6.63K
|
6.06K
$498K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-81- 2.98% |
$6.62K - $6.72K
|
2.64K
$217K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-82- 64.06% |
$6.7K - $6.8K
|
46
$3.79K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-84- 13.88% |
$6.86K - $6.97K
|
521
$42.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-87- 1.31% |
$7.11K - $7.21K
|
6.53K
$537K
|
|
|
Feb 10, 2025
Q4 2024
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-93- 0.45% |
$7.6K - $7.71K
|
20.5K
$1.68M
|
|
|
Feb 04, 2025
Q4 2024
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-94- 0.57% |
$7.68K - $7.8K
|
16.4K
$1.35M
|
|
|
Jan 15, 2025
Q4 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-96- 4.83% |
$7.84K - $7.96K
|
1.89K
$156K
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-96- 1.72% |
$7.84K - $7.96K
|
5.47K
$450K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-100- 1.07% |
$8.17K - $8.29K
|
9.28K
$763K
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-100- 0.89% |
$8.17K - $8.29K
|
11.2K
$921K
|
|
|
Feb 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-105- 18.92% |
$8.58K - $8.71K
|
450
$37K
|
|
|
Jan 29, 2025
Q4 2024
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-107- 2.24% |
$8.74K - $8.87K
|
4.66K
$384K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-112- 54.11% |
$9.15K - $9.29K
|
95
$7.82K
|
|
|
Jan 29, 2025
Q4 2024
|
Shaker Investments LLC
|
SELL
|
- |
-121- 4.71% |
$9.88K - $10K
|
2.45K
$202K
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-122- 0.41% |
$9.96K - $10.1K
|
30K
$2.47M
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-124- 13.14% |
$10.1K - $10.3K
|
820
$67.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-125- 1.97% |
$10.2K - $10.4K
|
6.21K
$511K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-132- 0.56% |
$10.8K - $10.9K
|
23.2K
$1.91M
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-132- 0.12% |
$10.8K - $10.9K
|
109K
$8.93M
|
|
|
Jan 06, 2025
Q4 2024
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-133- 5.99% |
$10.9K - $11K
|
2.09K
$172K
|