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 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-1.34K- 21.75% |
$109K - $111K
|
4.82K
$396K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.36K- 1.3% |
$111K - $113K
|
103K
$8.46M
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
SELL
|
- |
-1.38K- 13.81% |
$113K - $114K
|
8.6K
$708K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.39K- 23.28% |
$114K - $115K
|
4.58K
$377K
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
SELL
|
- |
-1.41K- 4.37% |
$115K - $117K
|
30.8K
$2.53M
|
|
|
Feb 10, 2025
Q4 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-1.42K- 7.0% |
$116K - $118K
|
18.9K
$1.56M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.44K- 7.42% |
$118K - $119K
|
17.9K
$1.48M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.5K- 10.07% |
$123K - $124K
|
13.4K
$1.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-1.52K- 7.43% |
$124K - $126K
|
18.9K
$1.55M
|
|
|
Feb 04, 2025
Q4 2024
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-1.52K- 9.0% |
$124K - $126K
|
15.3K
$1.26M
|
|
|
Feb 05, 2025
Q4 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
SELL
|
- |
-1.54K- 36.68% |
$126K - $127K
|
2.65K
$218K
|
|
|
Jan 28, 2025
Q4 2024
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
SELL
|
- |
-1.58K- 12.05% |
$129K - $131K
|
11.6K
$951K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.59K- 1.69% |
$130K - $132K
|
92.4K
$7.61M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-1.61K- 36.82% |
$131K - $133K
|
2.76K
$227K
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.61K- 5.5% |
$132K - $134K
|
27.7K
$2.28M
|
|
|
Jan 14, 2025
Q4 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-1.62K- 2.71% |
$133K - $135K
|
58.2K
$4.79M
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-1.68K- 26.94% |
$137K - $139K
|
4.56K
$375K
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-1.72K- 51.81% |
$140K - $142K
|
1.6K
$131K
|
|
|
Feb 04, 2025
Q4 2024
|
Sierra Capital LLC
|
SELL
|
- |
-1.79K- 17.79% |
$146K - $149K
|
8.29K
$682K
|
|
|
Feb 10, 2025
Q4 2024
|
Renasant Bank
|
SELL
|
- |
-1.88K- 19.86% |
$154K - $156K
|
7.59K
$624K
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-1.92K- 2.43% |
$157K - $159K
|
77.1K
$6.35M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-1.94K- 6.77% |
$158K - $161K
|
26.7K
$2.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-1.96K- 10.76% |
$160K - $163K
|
16.3K
$1.34M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.02K- 6.99% |
$165K - $167K
|
26.9K
$2.21M
|
|
|
Jan 28, 2025
Q4 2024
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-2.09K- 38.4% |
$171K - $173K
|
3.35K
$276K
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-2.13K- 8.08% |
$174K - $177K
|
24.2K
$1.99M
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-2.15K- 35.25% |
$175K - $178K
|
3.94K
$324K
|
|
|
Feb 10, 2025
Q4 2024
|
Addison Capital CO
|
SELL
|
- |
-2.16K- 17.83% |
$176K - $179K
|
9.95K
$819K
|
|
|
Feb 10, 2025
Q4 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-2.2K- 8.69% |
$180K - $182K
|
23.1K
$1.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-2.27K- 12.86% |
$186K - $188K
|
15.4K
$1.27M
|
|
|
Feb 11, 2025
Q4 2024
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-2.33K- 32.82% |
$191K - $193K
|
4.78K
$393K
|
|
|
Mar 03, 2025
Q4 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-2.37K- 5.83% |
$193K - $196K
|
38.2K
$3.15M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
SELL
|
- |
-2.38K- 3.71% |
$195K - $198K
|
61.9K
$5.09M
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-2.4K- 42.88% |
$196K - $199K
|
3.2K
$263K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-2.41K- 17.53% |
$197K - $200K
|
11.3K
$931K
|
|
|
Jan 27, 2025
Q4 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-2.49K- 40.49% |
$203K - $206K
|
3.66K
$301K
|
|
|
Feb 05, 2025
Q4 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
SELL
|
- |
-2.49K- 9.71% |
$203K - $206K
|
23.2K
$1.91M
|
|
|
Feb 12, 2025
Q4 2024
|
Rodgers Brothers Inc.
Harmony, PA |
SELL
|
- |
-2.5K- 20.49% |
$204K - $207K
|
9.7K
$798K
|
|
|
Feb 14, 2025
Q4 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-2.55K- 2.0% |
$208K - $212K
|
125K
$10.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2.65K- 11.35% |
$216K - $220K
|
20.7K
$1.7M
|
|
|
Feb 14, 2025
Q4 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-2.72K- 17.23% |
$222K - $226K
|
13.1K
$1.08M
|
|
|
Feb 06, 2025
Q4 2024
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-2.72K- 18.73% |
$222K - $226K
|
11.8K
$972K
|
|
|
Feb 10, 2025
Q4 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-2.75K- 14.81% |
$225K - $228K
|
15.8K
$1.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-2.81K- 22.88% |
$229K - $233K
|
9.46K
$779K
|
|
|
Jan 13, 2025
Q4 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-2.83K- 8.17% |
$231K - $235K
|
31.8K
$2.62M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.83K- 0.78% |
$231K - $235K
|
361K
$29.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.86K- 2.43% |
$233K - $237K
|
115K
$9.42M
|
|
|
Jan 16, 2025
Q4 2024
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-2.9K- 32.51% |
$237K - $240K
|
6.02K
$495K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-2.93K- 8.48% |
$239K - $243K
|
31.6K
$2.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.94K- 1.01% |
$240K - $243K
|
287K
$23.6M
|