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 13, 2025
Q4 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
26.2K+ 126.26% |
$2.14M - $2.17M
|
46.9K
$3.85M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
26.1K+ 19.44% |
$2.13M - $2.16M
|
160K
$13.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
25.2K+ 52.96% |
$2.06M - $2.09M
|
72.8K
$5.99M
|
|
|
Feb 14, 2025
Q4 2024
|
Cypress Advisory Group LLC
Scottsdale, AZ |
BUY
|
- |
25.1KNew |
$2.05M - $2.08M
|
25.1K
$2.06M
|
|
|
Feb 04, 2025
Q4 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
25K+ 14.97% |
$2.04M - $2.08M
|
192K
$15.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
25K+ 14.95% |
$2.04M - $2.07M
|
192K
$15.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
24.9KNew |
$2.04M - $2.07M
|
24.9K
$2.05M
|
|
|
Jan 31, 2025
Q4 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
24.7K+ 550.87% |
$2.02M - $2.05M
|
29.2K
$2.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
24.7K+ 7.83% |
$2.01M - $2.05M
|
340K
$27.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
24.6K+ 2464600.0% |
$2.01M - $2.04M
|
24.6K
$2.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
24.6K+ 11.64% |
$2.01M - $2.04M
|
236K
$19.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
24.4KNew |
$1.99M - $2.02M
|
24.4K
$2.01M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
24.3KNew |
$1.98M - $2.01M
|
24.3K
$2M
|
|
|
Feb 13, 2025
Q4 2024
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
BUY
|
- |
24.2KNew |
$1.98M - $2.01M
|
24.2K
$1.99M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
24KNew |
$1.96M - $1.99M
|
24K
$1.97M
|
|
|
Feb 07, 2025
Q4 2024
|
Miller Financial Services LLC
Marshall, MI |
BUY
|
- |
23.9KNew |
$1.95M - $1.98M
|
23.9K
$1.97M
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
22.7K+ 12.05% |
$1.86M - $1.88M
|
211K
$17.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
22.6KNew |
$1.84M - $1.87M
|
22.6K
$1.86M
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
22.6KNew |
$1.84M - $1.87M
|
22.6K
$1.86M
|
|
|
Feb 12, 2025
Q4 2024
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
21.9K+ 5.52% |
$1.79M - $1.82M
|
419K
$34.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
20.9K+ 64.16% |
$1.71M - $1.73M
|
53.5K
$4.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
20.8K+ 23.43% |
$1.7M - $1.73M
|
110K
$9.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Natixis
Paris, I0 |
BUY
|
- |
20.5KNew |
$1.68M - $1.7M
|
20.5K
$1.69M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
20.2K+ 13.97% |
$1.65M - $1.67M
|
165K
$13.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
19.6K+ 777.05% |
$1.6M - $1.62M
|
22.1K
$1.82M
|
|
|
Feb 14, 2025
Q4 2024
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
18.8K+ 112.88% |
$1.53M - $1.56M
|
35.4K
$2.91M
|
|
|
Feb 07, 2025
Q4 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
18.4KNew |
$1.5M - $1.53M
|
18.4K
$1.51M
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
18.4K+ 22.38% |
$1.5M - $1.52M
|
101K
$8.27M
|
|
|
Feb 10, 2025
Q4 2024
|
Integras Partners LLC
Alpharetta, GA |
BUY
|
- |
18.3KNew |
$1.5M - $1.52M
|
18.3K
$1.51M
|
|
|
Feb 05, 2025
Q4 2024
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
18.2K+ 71.36% |
$1.49M - $1.51M
|
43.7K
$3.6M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
18K+ 182.56% |
$1.47M - $1.49M
|
27.8K
$2.29M
|
|
|
Jan 22, 2025
Q4 2024
|
Money Design Co.,Ltd.
|
BUY
|
- |
17.8K+ 14.97% |
$1.45M - $1.48M
|
137K
$11.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
17.7K+ 68.37% |
$1.45M - $1.47M
|
43.6K
$3.59M
|
|
|
Feb 13, 2025
Q4 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
16.9K+ 10.25% |
$1.38M - $1.4M
|
182K
$14.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
16.9KNew |
$1.38M - $1.4M
|
16.9K
$1.39M
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
16.7K+ 4.73% |
$1.37M - $1.39M
|
371K
$30.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
16.5KNew |
$1.35M - $1.37M
|
16.5K
$1.36M
|
|
|
Feb 11, 2025
Q4 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
16.5KNew |
$1.35M - $1.37M
|
16.5K
$1.36M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
16.1K+ 7.37% |
$1.31M - $1.33M
|
234K
$19.3M
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
BUY
|
- |
15.6K+ 33.18% |
$1.27M - $1.29M
|
62.6K
$5.15M
|
|
|
Feb 03, 2025
Q4 2024
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
15.4KNew |
$1.25M - $1.27M
|
15.4K
$1.26M
|
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
15.2K+ 4.75% |
$1.24M - $1.26M
|
335K
$27.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
15.2KNew |
$1.24M - $1.26M
|
15.2K
$1.25M
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
14.8KNew |
$1.21M - $1.23M
|
14.8K
$1.22M
|
|
|
Jan 29, 2025
Q4 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
14.8KNew |
$1.21M - $1.22M
|
14.8K
$1.21M
|
|
|
Jan 24, 2025
Q4 2024
|
Gen Financial Management, Inc.
Plymouth, MN |
BUY
|
- |
14.6KNew |
$1.19M - $1.21M
|
14.6K
$1.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
BUY
|
- |
14.5KNew |
$1.19M - $1.2M
|
14.5K
$1.19M
|
|
|
Feb 04, 2025
Q4 2024
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
14.3KNew |
$1.17M - $1.18M
|
14.3K
$1.17M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Management Network Inc
|
BUY
|
- |
14.2K+ 80.2% |
$1.16M - $1.18M
|
31.9K
$2.62M
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
13.4KNew |
$1.1M - $1.11M
|
13.4K
$1.1M
|