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 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-5.17K- 4.3% |
$422K - $429K
|
115K
$9.45M
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-5.31K- 64.99% |
$434K - $440K
|
2.86K
$235K
|
|
|
Feb 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-5.46K- 31.98% |
$446K - $453K
|
11.6K
$955K
|
|
|
Feb 14, 2025
Q4 2024
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-5.56K- 55.03% |
$454K - $461K
|
4.55K
$374K
|
|
|
Feb 11, 2025
Q4 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-5.61K- 8.69% |
$458K - $465K
|
59K
$4.85M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-5.7K- 1.83% |
$466K - $473K
|
305K
$25.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-5.73K- 4.02% |
$468K - $475K
|
137K
$11.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-5.78K- 16.6% |
$472K - $479K
|
29K
$2.39M
|
|
|
Jan 31, 2025
Q4 2024
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-5.89K- 50.0% |
$481K - $488K
|
5.89K
$484K
|
|
|
Feb 06, 2025
Q4 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-5.99K- 15.09% |
$489K - $496K
|
33.7K
$2.77M
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-6K- 30.93% |
$490K - $498K
|
13.4K
$1.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-6.03K- 6.21% |
$493K - $500K
|
91.1K
$7.49M
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-6.04K- 46.47% |
$493K - $501K
|
6.96K
$572K
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-6.05K- 18.33% |
$494K - $501K
|
26.9K
$2.22M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-6.54K- 23.57% |
$534K - $542K
|
21.2K
$1.74M
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-6.59K- 30.62% |
$538K - $547K
|
14.9K
$1.23M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-6.6K- 23.61% |
$539K - $547K
|
21.3K
$1.76M
|
|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
SELL
|
- |
-6.77K- 21.78% |
$553K - $562K
|
24.3K
$2M
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-7.37K- 8.16% |
$602K - $611K
|
82.9K
$6.81M
|
|
|
Jan 30, 2025
Q4 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
SELL
|
- |
-7.4K- 17.39% |
$604K - $613K
|
35.1K
$2.89M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-7.66K- 7.84% |
$625K - $635K
|
90.1K
$7.41M
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-7.84K- 54.92% |
$641K - $650K
|
6.44K
$529K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-7.91K- 90.97% |
$646K - $656K
|
785
$64.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-8.04K- 36.83% |
$657K - $667K
|
13.8K
$1.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-8.11K- 2.94% |
$662K - $672K
|
268K
$22M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-8.2K- 99.9% |
$670K - $680K
|
8
$658
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-8.24K- 27.33% |
$673K - $683K
|
21.9K
$1.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-8.33K- 11.45% |
$681K - $691K
|
64.5K
$5.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-8.5K- 8.03% |
$694K - $705K
|
97.4K
$8.01M
|
|
|
Feb 07, 2025
Q4 2024
|
Idaho Trust Bank
Boise, ID |
SELL
|
- |
-8.61K- 70.08% |
$703K - $714K
|
3.68K
$302K
|
|
|
Feb 14, 2025
Q4 2024
|
Becker Capital Management Inc
|
SELL
|
- |
-8.66K- 15.63% |
$707K - $718K
|
46.8K
$3.85M
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
SELL
|
- |
-8.78K- 31.8% |
$717K - $728K
|
18.8K
$1.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-9.1K- 19.1% |
$743K - $754K
|
38.5K
$3.17M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-9.2K- 14.65% |
$751K - $763K
|
53.6K
$4.41M
|
|
|
Jan 14, 2025
Q4 2024
|
Edge Wealth Management LLC
|
SELL
|
- |
-9.33K- 2.62% |
$762K - $774K
|
347K
$28.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-9.34K- 17.01% |
$762K - $774K
|
45.5K
$3.75M
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-9.73K- 9.17% |
$795K - $807K
|
96.3K
$7.92M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-9.78K- 33.5% |
$799K - $811K
|
19.4K
$1.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-10.1K- 12.36% |
$822K - $834K
|
71.3K
$5.87M
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-10.2K- 8.48% |
$832K - $845K
|
110K
$9.04M
|
|
|
Jan 22, 2025
Q4 2024
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-10.4K- 20.83% |
$846K - $859K
|
39.4K
$3.24M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-10.8K- 21.63% |
$880K - $894K
|
39.1K
$3.21M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-11.1K- 33.12% |
$911K - $925K
|
22.5K
$1.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-11.6K- 0.36% |
$945K - $960K
|
3.18M
$262M
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-11.9K- 72.25% |
$973K - $987K
|
4.57K
$376K
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
SELL
|
- |
-11.9K- 35.79% |
$973K - $988K
|
21.4K
$1.76M
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-12.3K- 8.68% |
$1.01M - $1.02M
|
130K
$10.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
SELL
|
- |
-12.6K- 32.7% |
$1.03M - $1.04M
|
25.8K
$2.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-13.1K- 7.2% |
$1.07M - $1.09M
|
169K
$13.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-13.4K- 3.72% |
$1.09M - $1.11M
|
346K
$28.4M
|