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 21, 2025
Q4 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-3.07K- 41.23% |
$251K - $255K
|
4.38K
$360K
|
|
|
Jan 30, 2025
Q4 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-3.08K- 13.82% |
$251K - $255K
|
19.2K
$1.58M
|
|
|
Feb 11, 2025
Q4 2024
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-3.12K- 3.7% |
$255K - $259K
|
81.2K
$6.68M
|
|
|
Jan 29, 2025
Q4 2024
|
Cambiar Investors LLC
|
SELL
|
- |
-3.16K- 4.31% |
$258K - $262K
|
70.3K
$5.78M
|
|
|
Jan 28, 2025
Q4 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-3.34K- 5.73% |
$273K - $277K
|
54.9K
$4.52M
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Financial Solutions, LLC
Knoxville, TN |
SELL
|
- |
-3.39K- 6.29% |
$277K - $281K
|
50.5K
$4.16M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-3.52K- 2.03% |
$287K - $292K
|
170K
$13.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Ndwm LLC
La Jolla, CA |
SELL
|
- |
-3.56K- 16.89% |
$291K - $295K
|
17.5K
$1.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-3.63K- 6.11% |
$297K - $301K
|
55.8K
$4.59M
|
|
|
Feb 10, 2025
Q4 2024
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-3.66K- 12.71% |
$299K - $304K
|
25.2K
$2.07M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-3.72K- 8.38% |
$304K - $308K
|
40.7K
$3.35M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-3.75K- 7.31% |
$307K - $311K
|
47.6K
$3.92M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-3.83K- 3.9% |
$312K - $317K
|
94.2K
$7.75M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-3.83K- 1.7% |
$313K - $317K
|
221K
$18.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Cpr Investments Inc.
Rochester, MI |
SELL
|
- |
-3.86K- 9.75% |
$315K - $320K
|
35.7K
$2.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-3.97K- 4.47% |
$324K - $329K
|
84.8K
$6.98M
|
|
|
Jan 27, 2025
Q4 2024
|
Private Management Group Inc
|
SELL
|
- |
-3.98K- 5.73% |
$325K - $330K
|
65.5K
$5.39M
|
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-4K- 33.01% |
$327K - $332K
|
8.12K
$668K
|
|
|
Feb 06, 2025
Q4 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-4.06K- 6.45% |
$332K - $337K
|
58.9K
$4.85M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4.09K- 9.08% |
$334K - $339K
|
40.9K
$3.37M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-4.23K- 74.09% |
$346K - $351K
|
1.48K
$122K
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-4.24K- 9.61% |
$346K - $351K
|
39.9K
$3.28M
|
|
|
Jan 28, 2025
Q4 2024
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-4.4K- 25.11% |
$360K - $365K
|
13.1K
$1.08M
|
|
|
Feb 26, 2025
Q4 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
SELL
|
- |
-4.45K- 39.3% |
$363K - $369K
|
6.86K
$565K
|
|
|
Feb 12, 2025
Q4 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-4.47K- 44.26% |
$365K - $371K
|
5.63K
$463K
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-4.51K- 4.14% |
$369K - $374K
|
105K
$8.61M
|
|
|
Feb 06, 2025
Q4 2024
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-4.58K- 6.62% |
$374K - $380K
|
64.7K
$5.32M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-4.64K- 37.36% |
$379K - $385K
|
7.78K
$640K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-4.66K- 21.35% |
$381K - $387K
|
17.2K
$1.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-4.66K- 19.36% |
$381K - $387K
|
19.4K
$1.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.87K- 4.67% |
$398K - $404K
|
99.5K
$8.19M
|
|
|
Feb 12, 2025
Q4 2024
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-4.94K- 3.11% |
$403K - $410K
|
154K
$12.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-4.99K- 37.19% |
$408K - $414K
|
8.43K
$693K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-4.99K- 36.27% |
$408K - $414K
|
8.77K
$722K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-5K- 19.18% |
$409K - $415K
|
21.1K
$1.73M
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-5.17K- 4.3% |
$422K - $429K
|
115K
$9.46M
|
|
|
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
$956K
|
|
|
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
$7.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-6.04K- 46.47% |
$493K - $501K
|
6.96K
$573K
|
|
|
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
$1.75M
|