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 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
70.1K+ 1462.0% |
$5.73M - $5.82M
|
74.9K
$6.16M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
68.6K+ 25.91% |
$5.61M - $5.69M
|
333K
$27.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
66.3K+ 56.26% |
$5.41M - $5.5M
|
184K
$15.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
62.9K+ 39.29% |
$5.13M - $5.21M
|
223K
$18.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
62.5K+ 43.92% |
$5.1M - $5.18M
|
205K
$16.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
61.8K+ 27.04% |
$5.05M - $5.13M
|
290K
$23.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
60.7KNew |
$4.96M - $5.04M
|
60.7K
$5M
|
|
|
Jan 21, 2025
Q4 2024
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
60.7KNew |
$4.95M - $5.03M
|
60.7K
$4.99M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
59.9K+ 1.1% |
$4.89M - $4.97M
|
5.48M
$451M
|
|
|
Feb 05, 2025
Q4 2024
|
Pcg Asset Management, LLC
Gladstone, NJ |
BUY
|
- |
59.7KNew |
$4.88M - $4.95M
|
59.7K
$4.91M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
59.6K+ 972.82% |
$4.87M - $4.94M
|
65.7K
$5.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
58.9KNew |
$4.81M - $4.88M
|
58.9K
$4.84M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
55.2K+ 7.52% |
$4.51M - $4.58M
|
789K
$64.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Riggs Capital Management LLC
American Fork, UT |
BUY
|
- |
53.3KNew |
$4.36M - $4.42M
|
53.3K
$4.39M
|
|
|
Feb 11, 2025
Q4 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
51K+ 131.89% |
$4.17M - $4.23M
|
89.7K
$7.37M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
47.3K+ 0.92% |
$3.87M - $3.93M
|
5.18M
$426M
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
46.6K+ 12368.44% |
$3.81M - $3.87M
|
47K
$3.87M
|
|
|
Feb 10, 2025
Q4 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
44.5K+ 6.63% |
$3.63M - $3.69M
|
715K
$58.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
44.1KNew |
$3.6M - $3.66M
|
44.1K
$3.63M
|
|
|
Feb 13, 2025
Q4 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
43.5K+ 5.89% |
$3.55M - $3.61M
|
781K
$64.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
43.3KNew |
$3.54M - $3.59M
|
43.3K
$3.56M
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
43.3KNew |
$3.54M - $3.59M
|
43.3K
$3.56M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
42.3K+ 10.59% |
$3.45M - $3.5M
|
441K
$36.3M
|
|
|
Feb 11, 2025
Q4 2024
|
America First Investment Advisors, LLC
|
BUY
|
- |
41.7K+ 10.03% |
$3.4M - $3.45M
|
457K
$37.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
40K+ 36.44% |
$3.27M - $3.32M
|
150K
$12.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
BUY
|
- |
39.5K+ 4.8% |
$3.22M - $3.27M
|
861K
$70.8M
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
38.8KNew |
$3.17M - $3.22M
|
38.8K
$3.19M
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
37.5K+ 76.74% |
$3.06M - $3.11M
|
86.3K
$7.09M
|
|
|
Feb 11, 2025
Q4 2024
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
37KNew |
$3.03M - $3.07M
|
37K
$3.05M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
36.8K+ 12.15% |
$3.01M - $3.05M
|
340K
$28M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
36K+ 30.75% |
$2.94M - $2.98M
|
153K
$12.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Single Point Partners, LLC
|
BUY
|
- |
35.9KNew |
$2.93M - $2.98M
|
35.9K
$2.95M
|
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
35.3K+ 6.97% |
$2.88M - $2.93M
|
542K
$44.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
34.4K+ 62.3% |
$2.81M - $2.85M
|
89.5K
$7.36M
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
34.1K+ 3.37% |
$2.79M - $2.83M
|
1.05M
$86.1M
|
|
|
Feb 10, 2025
Q4 2024
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
33.7KNew |
$2.75M - $2.79M
|
33.7K
$2.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
33.5K+ 12.56% |
$2.74M - $2.78M
|
301K
$24.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
31.5K+ 30.33% |
$2.58M - $2.62M
|
136K
$11.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
31.5K+ 613.46% |
$2.58M - $2.62M
|
36.7K
$3.02M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
31.4K+ 72.31% |
$2.57M - $2.61M
|
74.9K
$6.16M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
31.3KNew |
$2.56M - $2.6M
|
31.3K
$2.57M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
31.3K+ 31.25% |
$2.56M - $2.59M
|
131K
$10.8M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
29.7K+ 76.8% |
$2.42M - $2.46M
|
68.3K
$5.62M
|
|
|
Feb 03, 2025
Q4 2024
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
28.1KNew |
$2.3M - $2.33M
|
28.1K
$2.31M
|
|
|
Jan 29, 2025
Q4 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
28.1K+ 53.21% |
$2.29M - $2.33M
|
80.8K
$6.64M
|
|
|
Feb 18, 2025
Q4 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
27.9K+ 167.31% |
$2.28M - $2.31M
|
44.6K
$3.67M
|
|
|
Feb 13, 2025
Q4 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
27.5K+ 143.02% |
$2.25M - $2.28M
|
46.7K
$3.84M
|
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
26.5K+ 1074.49% |
$2.16M - $2.19M
|
28.9K
$2.38M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
26.2K+ 644.09% |
$2.14M - $2.17M
|
30.2K
$2.49M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
26.2K+ 2.78% |
$2.14M - $2.17M
|
966K
$79.4M
|