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 |
|---|---|---|---|---|---|---|---|
|
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
$687K
|
|
|
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 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-288- 3.68% |
$23.5K - $23.9K
|
7.53K
$619K
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-288- 3.22% |
$23.5K - $23.9K
|
8.65K
$711K
|
|
|
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
$1.82M
|
|
|
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
$241K
|
|
|
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
$744K
|
|
|
Feb 07, 2025
Q4 2024
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-392- 10.95% |
$32K - $32.5K
|
3.19K
$262K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-395- 8.5% |
$32.3K - $32.8K
|
4.25K
$350K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-396- 1.62% |
$32.3K - $32.8K
|
24.1K
$1.98M
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-400- 42.11% |
$32.7K - $33.2K
|
550
$45.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-400- 5.28% |
$32.7K - $33.2K
|
7.18K
$590K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-400- 35.24% |
$32.7K - $33.2K
|
735
$60.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-416- 13.2% |
$34K - $34.5K
|
2.74K
$225K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-417- 0.76% |
$34.1K - $34.6K
|
54.7K
$4.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-419- 6.44% |
$34.2K - $34.7K
|
6.09K
$501K
|
|
|
Jan 23, 2025
Q4 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-431- 9.57% |
$35.2K - $35.7K
|
4.07K
$335K
|
|
|
Jan 14, 2025
Q4 2024
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-440- 2.33% |
$35.9K - $36.5K
|
18.4K
$1.52M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-442- 4.32% |
$36.1K - $36.7K
|
9.79K
$805K
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-446- 1.4% |
$36.4K - $37K
|
31.3K
$2.58M
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-449- 2.33% |
$36.7K - $37.2K
|
18.8K
$1.55M
|
|
|
Jan 06, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-454- 5.28% |
$37.1K - $37.7K
|
8.15K
$670K
|
|
|
Feb 18, 2025
Q4 2024
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-459- 1.58% |
$37.5K - $38.1K
|
28.5K
$2.35M
|
|
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-460- 7.32% |
$37.6K - $38.1K
|
5.83K
$479K
|
|
|
Feb 13, 2025
Q4 2024
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-471- 4.51% |
$38.5K - $39.1K
|
9.97K
$820K
|
|
|
Jan 22, 2025
Q4 2024
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-474- 2.09% |
$38.7K - $39.3K
|
22.2K
$1.82M
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
SELL
|
- |
-480- 2.96% |
$39.2K - $39.8K
|
15.8K
$1.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-487- 88.22% |
$39.8K - $40.4K
|
65
$5.35K
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-493- 5.64% |
$40.3K - $40.9K
|
8.25K
$678K
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-493- 14.19% |
$40.3K - $40.9K
|
2.98K
$245K
|
|
|
Feb 10, 2025
Q4 2024
|
Hilton Capital Management, LLC
|
SELL
|
- |
-495- 10.24% |
$40.4K - $41.1K
|
4.34K
$357K
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
SELL
|
- |
-496- 0.21% |
$40.5K - $41.1K
|
239K
$19.6M
|
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-500- 16.67% |
$40.8K - $41.5K
|
2.5K
$206K
|
|
|
Feb 14, 2025
Q4 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-500- 12.42% |
$40.8K - $41.5K
|
3.53K
$290K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-502- 11.74% |
$41K - $41.6K
|
3.78K
$310K
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-504- 14.51% |
$41.2K - $41.8K
|
2.97K
$244K
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-519- 1.64% |
$42.4K - $43K
|
31K
$2.55M
|