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 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-134- 3.32% |
$10.9K - $11.1K
|
3.91K
$321K
|
|
|
Jan 14, 2025
Q4 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-140- 1.45% |
$11.4K - $11.6K
|
9.5K
$782K
|
|
|
Feb 03, 2025
Q4 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-147- 1.88% |
$12K - $12.2K
|
7.65K
$630K
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-150- 3.17% |
$12.3K - $12.4K
|
4.58K
$377K
|
|
|
Feb 03, 2025
Q4 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-150- 1.91% |
$12.3K - $12.4K
|
7.7K
$633K
|
|
|
Feb 07, 2025
Q4 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-151- 2.92% |
$12.3K - $12.5K
|
5.03K
$414K
|
|
|
Jan 23, 2025
Q4 2024
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-156- 1.81% |
$12.7K - $12.9K
|
8.48K
$697K
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-157- 2.77% |
$12.8K - $13K
|
5.51K
$454K
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-157- 1.83% |
$12.8K - $13K
|
8.44K
$694K
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-162- 0.5% |
$13.2K - $13.4K
|
32.4K
$2.66M
|
|
|
Jan 31, 2025
Q4 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-163- 3.51% |
$13.3K - $13.5K
|
4.49K
$369K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-175- 44.53% |
$14.3K - $14.5K
|
218
$17.9K
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-183- 11.89% |
$14.9K - $15.2K
|
1.36K
$112K
|
|
|
Feb 11, 2025
Q4 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-186- 5.84% |
$15.2K - $15.4K
|
3K
$247K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-186- 4.91% |
$15.2K - $15.4K
|
3.6K
$297K
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-195- 2.64% |
$15.9K - $16.2K
|
7.18K
$591K
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
SELL
|
- |
-197- 0.15% |
$16.1K - $16.3K
|
130K
$10.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-197- 8.23% |
$16.1K - $16.3K
|
2.2K
$181K
|
|
|
Feb 03, 2025
Q4 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-202- 4.91% |
$16.5K - $16.8K
|
3.92K
$322K
|
|
|
Jan 13, 2025
Q4 2024
|
New Capital Management LP
|
SELL
|
- |
-203- 0.56% |
$16.6K - $16.8K
|
35.9K
$2.96M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-203- 4.61% |
$16.6K - $16.8K
|
4.2K
$346K
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-204- 2.03% |
$16.7K - $16.9K
|
9.83K
$809K
|
|
|
Jan 16, 2025
Q4 2024
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-205- 5.41% |
$16.7K - $17K
|
3.59K
$295K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-215- 2.86% |
$17.6K - $17.8K
|
7.3K
$601K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-225- 4.52% |
$18.4K - $18.7K
|
4.76K
$391K
|
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-235- 8.75% |
$19.2K - $19.5K
|
2.45K
$202K
|
|
|
Feb 14, 2025
Q4 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-237- 7.67% |
$19.4K - $19.7K
|
2.85K
$235K
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-239- 3.81% |
$19.5K - $19.8K
|
6.03K
$496K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-239- 2.05% |
$19.5K - $19.8K
|
11.4K
$939K
|
|
|
Jan 14, 2025
Q4 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-240- 0.59% |
$19.6K - $19.9K
|
40.1K
$3.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-242- 8.55% |
$19.8K - $20.1K
|
2.59K
$213K
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-245- 47.21% |
$20K - $20.3K
|
274
$22.5K
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-271- 3.14% |
$22.1K - $22.5K
|
8.36K
$688K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-279- 2.14% |
$22.8K - $23.1K
|
12.8K
$1.05M
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
SELL
|
- |
-281- 2.35% |
$23K - $23.3K
|
11.7K
$961K
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-288- 3.22% |
$23.5K - $23.9K
|
8.65K
$712K
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-288- 3.68% |
$23.5K - $23.9K
|
7.53K
$620K
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-290- 5.07% |
$23.7K - $24K
|
5.43K
$447K
|
|
|
Jan 16, 2025
Q4 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-300- 1.33% |
$24.5K - $24.9K
|
22.2K
$1.83M
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-301Closed |
$24.6K - $25K
|
0
$0
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-305- 41.38% |
$24.9K - $25.3K
|
432
$35.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Esl Trust Services, LLC
|
SELL
|
- |
-320- 15.89% |
$26.1K - $26.5K
|
1.69K
$139K
|
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-331- 7.21% |
$27K - $27.4K
|
4.26K
$350K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-334- 9.31% |
$27.3K - $27.7K
|
3.25K
$268K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-349- 10.63% |
$28.5K - $28.9K
|
2.94K
$242K
|
|
|
Feb 13, 2025
Q4 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-360- 5.47% |
$29.4K - $29.9K
|
6.23K
$512K
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-373- 5.56% |
$30.5K - $30.9K
|
6.33K
$521K
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-374- 8.06% |
$30.5K - $31K
|
4.27K
$351K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-387- 12.11% |
$31.6K - $32.1K
|
2.81K
$231K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-389- 4.12% |
$31.8K - $32.3K
|
9.05K
$745K
|