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 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-46.6K- 13.45% |
$3.8M - $3.86M
|
300K
$24.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Argi Investment Services, LLC
|
SELL
|
- |
-47.5K- 17.16% |
$3.88M - $3.94M
|
229K
$18.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Lake Hills Wealth Management, LLC
|
SELL
|
- |
-50K- 23.78% |
$4.09M - $4.15M
|
160K
$13.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-50.4K- 68.91% |
$4.11M - $4.18M
|
22.7K
$1.87M
|
|
|
Jan 17, 2025
Q4 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-52.3K- 7.43% |
$4.27M - $4.34M
|
652K
$53.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-61.7K- 99.87% |
$5.04M - $5.12M
|
83
$6.83K
|
|
|
Feb 11, 2025
Q4 2024
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-76.1K- 25.88% |
$6.21M - $6.31M
|
218K
$17.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-79.2K- 71.93% |
$6.47M - $6.57M
|
30.9K
$2.54M
|
|
|
Feb 06, 2025
Q4 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-82.1K- 25.42% |
$6.71M - $6.81M
|
241K
$19.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-87.7K- 83.9% |
$7.16M - $7.27M
|
16.8K
$1.38M
|
|
|
Jan 28, 2025
Q4 2024
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-101K- 31.38% |
$8.26M - $8.39M
|
221K
$18.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-111K- 42.12% |
$9.08M - $9.21M
|
153K
$12.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-149K- 35.82% |
$12.2M - $12.3M
|
267K
$21.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-191K- 51.49% |
$15.6M - $15.9M
|
180K
$14.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-206K- 25.28% |
$16.8M - $17M
|
607K
$50M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-221K- 3.32% |
$18.1M - $18.3M
|
6.44M
$529M
|
|
|
Feb 12, 2025
Q4 2024
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-232K- 99.81% |
$18.9M - $19.2M
|
441
$36.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-238K- 98.85% |
$19.4M - $19.7M
|
2.77K
$227K
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-251K- 44.25% |
$20.5M - $20.8M
|
317K
$26M
|
|
|
Jan 17, 2025
Q4 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
SELL
|
- |
-346K- 98.68% |
$28.2M - $28.7M
|
4.64K
$382K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-358K- 51.3% |
$29.3M - $29.7M
|
340K
$28M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-386K- 24.33% |
$31.5M - $32M
|
1.2M
$98.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-472K- 97.82% |
$38.6M - $39.1M
|
10.5K
$867K
|
|
|
Feb 11, 2025
Q4 2024
|
Mizuho Markets Americas LLC
|
SELL
|
- |
-509K- 94.2% |
$41.6M - $42.2M
|
31.3K
$2.57M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-539K- 40.32% |
$44.1M - $44.7M
|
798K
$65.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-763K- 21.76% |
$62.3M - $63.3M
|
2.74M
$226M
|
|
|
Feb 14, 2025
Q4 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-819K- 96.39% |
$66.9M - $67.9M
|
30.7K
$2.53M
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-2.24M- 81.27% |
$183M - $186M
|
517K
$42.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.88M- 7.71% |
$236M - $239M
|
34.5M
$2.84B
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-5.94M- 95.52% |
$485M - $492M
|
278K
$22.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-8.14M- 98.7% |
$665M - $675M
|
108K
$8.84M
|