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 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
|
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-400- 5.28% |
$32.7K - $33.2K
|
7.18K
$591K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-400- 42.11% |
$32.7K - $33.2K
|
550
$45.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-400- 35.24% |
$32.7K - $33.2K
|
735
$60.5K
|
|
|
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
$806K
|
|
|
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
$480K
|
|
|
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
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-493- 14.19% |
$40.3K - $40.9K
|
2.98K
$245K
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-493- 5.64% |
$40.3K - $40.9K
|
8.25K
$679K
|
|
|
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
$19.7M
|
|
|
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
$311K
|
|
|
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
|
|
|
Jan 30, 2025
Q4 2024
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-520- 12.94% |
$42.5K - $43.1K
|
3.5K
$288K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-522- 4.4% |
$42.6K - $43.3K
|
11.3K
$934K
|
|
|
Jan 21, 2025
Q4 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-523- 1.99% |
$42.7K - $43.4K
|
25.7K
$2.12M
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-527- 20.95% |
$43K - $43.7K
|
1.99K
$164K
|
|
|
Feb 14, 2025
Q4 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-529- 10.38% |
$43.2K - $43.9K
|
4.57K
$376K
|
|
|
Jan 16, 2025
Q4 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-530- 5.92% |
$43.3K - $44K
|
8.43K
$693K
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-530- 2.34% |
$43.3K - $44K
|
22.1K
$1.82M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-541- 2.12% |
$44.2K - $44.9K
|
25K
$2.06M
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-551- 9.02% |
$45K - $45.7K
|
5.56K
$458K
|
|
|
Jan 21, 2025
Q4 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-555- 15.04% |
$45.3K - $46K
|
3.14K
$258K
|
|
|
Jan 15, 2025
Q4 2024
|
Cadinha & CO LLC
|
SELL
|
- |
-558- 10.45% |
$45.6K - $46.3K
|
4.78K
$393K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-558- 3.32% |
$45.6K - $46.3K
|
16.2K
$1.34M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-561- 34.95% |
$45.8K - $46.5K
|
1.04K
$85.9K
|
|
|
Jan 15, 2025
Q4 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-573- 5.08% |
$46.8K - $47.5K
|
10.7K
$881K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-586- 3.69% |
$47.9K - $48.6K
|
15.3K
$1.26M
|
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-588- 0.46% |
$48K - $48.8K
|
128K
$10.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-597- 48.89% |
$48.8K - $49.5K
|
624
$51.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-598- 5.35% |
$48.8K - $49.6K
|
10.6K
$870K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-600- 4.84% |
$49K - $49.8K
|
11.8K
$970K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-617- 12.77% |
$50.4K - $51.2K
|
4.22K
$347K
|