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 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-19.3K- 53.76% |
$1.57M - $1.6M
|
16.6K
$1.36M
|
|
|
Feb 06, 2025
Q4 2024
|
Auxano Advisors, LLC
|
SELL
|
- |
-19.3K- 48.6% |
$1.58M - $1.6M
|
20.4K
$1.68M
|
|
|
Feb 13, 2025
Q4 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-19.9K- 82.88% |
$1.63M - $1.65M
|
4.11K
$339K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-20K- 2.23% |
$1.63M - $1.66M
|
877K
$72.2M
|
|
|
May 29, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-20.1K- 5.13% |
$1.64M - $1.66M
|
371K
$30.6M
|
|
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-20.1K- 5.13% |
$1.64M - $1.66M
|
371K
$30.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-20.2K- 36.69% |
$1.65M - $1.68M
|
34.9K
$2.87M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-20.3K- 6.94% |
$1.66M - $1.69M
|
273K
$22.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-20.7K- 20.05% |
$1.69M - $1.72M
|
82.7K
$6.81M
|
|
|
Feb 03, 2025
Q4 2024
|
Leuthold Group, LLC
|
SELL
|
- |
-20.9K- 14.82% |
$1.7M - $1.73M
|
120K
$9.87M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-21.1K- 40.57% |
$1.73M - $1.75M
|
31K
$2.55M
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-21.4K- 4.95% |
$1.75M - $1.78M
|
411K
$33.8M
|
|
|
Feb 13, 2025
Q4 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-22.7K- 50.76% |
$1.85M - $1.88M
|
22K
$1.81M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-23.8K- 77.29% |
$1.95M - $1.98M
|
7K
$576K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-24.3K- 0.45% |
$1.98M - $2.01M
|
5.38M
$443M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-24.5K- 30.71% |
$2M - $2.03M
|
55.2K
$4.54M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-24.9K- 17.42% |
$2.03M - $2.06M
|
118K
$9.71M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-25.1K- 3.75% |
$2.05M - $2.08M
|
644K
$53M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-25.6K- 7.89% |
$2.09M - $2.12M
|
298K
$24.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-25.7K- 3.11% |
$2.1M - $2.13M
|
800K
$65.9M
|
|
|
Feb 04, 2025
Q4 2024
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-26.5K- 80.53% |
$2.16M - $2.2M
|
6.4K
$527K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-26.6K- 4.33% |
$2.17M - $2.21M
|
589K
$48.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-26.7K- 16.98% |
$2.18M - $2.22M
|
131K
$10.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-27K- 24.44% |
$2.2M - $2.24M
|
83.4K
$6.86M
|
|
|
Jan 23, 2025
Q4 2024
|
Clarity Financial LLC
|
SELL
|
- |
-27.9K- 3.92% |
$2.28M - $2.31M
|
683K
$56.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-28.9K- 32.24% |
$2.36M - $2.4M
|
60.8K
$5M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-29.9K- 0.64% |
$2.45M - $2.48M
|
4.68M
$385M
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-30.9K- 14.67% |
$2.52M - $2.56M
|
180K
$14.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-31.9K- 65.67% |
$2.61M - $2.65M
|
16.7K
$1.37M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-32K- 3.22% |
$2.62M - $2.66M
|
963K
$79.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-32.2K- 18.11% |
$2.63M - $2.67M
|
146K
$12M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-33.1K- 7.11% |
$2.71M - $2.75M
|
433K
$35.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-35.7K- 43.18% |
$2.92M - $2.96M
|
47K
$3.87M
|
|
|
Feb 11, 2025
Q4 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-36K- 8.29% |
$2.94M - $2.98M
|
398K
$32.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-38.5K- 30.02% |
$3.14M - $3.19M
|
89.7K
$7.38M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-40.1K- 1.38% |
$3.28M - $3.33M
|
2.86M
$236M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-44K- 35.28% |
$3.6M - $3.65M
|
80.8K
$6.65M
|
|
|
Jan 30, 2025
Q4 2024
|
Members Trust CO
|
SELL
|
- |
-45.7K- 3.17% |
$3.73M - $3.79M
|
1.4M
$115M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-46.6K- 13.45% |
$3.8M - $3.86M
|
300K
$24.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Argi Investment Services, LLC
|
SELL
|
- |
-47.5K- 17.16% |
$3.88M - $3.94M
|
229K
$18.9M
|
|
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-47.8K- 60.54% |
$3.91M - $3.97M
|
31.2K
$2.57M
|
|
|
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
|
|
|
May 28, 2025
Q4 2024
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-67K- 80.1% |
$5.48M - $5.56M
|
16.7K
$1.37M
|
|
|
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
|