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 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
13.3K+ 316.95% |
$1.08M - $1.1M
|
17.5K
$1.44M
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
13K+ 39.05% |
$1.07M - $1.08M
|
46.5K
$3.82M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
12.5K+ 7.6% |
$1.02M - $1.04M
|
177K
$14.5M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
12.4KNew |
$1.01M - $1.03M
|
12.4K
$1.02M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
12.4K+ 18.49% |
$1.01M - $1.03M
|
79.3K
$6.52M
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
12.3KNew |
$1M - $1.02M
|
12.3K
$1.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
12.2K+ 3.72% |
$1M - $1.02M
|
341K
$28.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
12.1KNew |
$988K - $1M
|
12.1K
$994K
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
11.9K+ 8.61% |
$971K - $985K
|
150K
$12.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Potomac Fund Management Inc /Adv
Miami, FL |
BUY
|
- |
11.8KNew |
$963K - $978K
|
11.8K
$970K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
11.8K+ 82.77% |
$960K - $975K
|
26K
$2.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
11.6K+ 5.96% |
$950K - $964K
|
207K
$17M
|
|
|
Jan 17, 2025
Q4 2024
|
White Pine Investment CO
|
BUY
|
- |
11.4K+ 10.5% |
$931K - $945K
|
120K
$9.87M
|
|
|
Jan 14, 2025
Q4 2024
|
Strong Box Wealth, LLC
|
BUY
|
- |
11.2K+ 9.38% |
$911K - $925K
|
130K
$10.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
11KNew |
$901K - $915K
|
11K
$907K
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
11K+ 4.08% |
$898K - $912K
|
281K
$23.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
10.9K+ 14.76% |
$893K - $907K
|
85K
$6.99M
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
10.9K+ 259.01% |
$890K - $903K
|
15.1K
$1.24M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
10.7K+ 9.07% |
$877K - $891K
|
129K
$10.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
10.6K+ 59.04% |
$862K - $875K
|
28.4K
$2.34M
|
|
|
Feb 13, 2025
Q4 2024
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
10.4KNew |
$847K - $860K
|
10.4K
$852K
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
10.2K+ 21.78% |
$835K - $848K
|
57.2K
$4.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
10.1KNew |
$829K - $841K
|
10.1K
$834K
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
10.1KNew |
$825K - $838K
|
10.1K
$831K
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
10KNew |
$817K - $829K
|
10K
$822K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
10KNew |
$817K - $829K
|
10K
$822K
|
|
|
Feb 11, 2025
Q4 2024
|
Guardian Partners Inc.
Toronto, Z4 |
BUY
|
- |
9.91KNew |
$809K - $821K
|
9.91K
$815K
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
BUY
|
- |
9.72K+ 132.21% |
$794K - $806K
|
17.1K
$1.4M
|
|
|
Jan 08, 2025
Q4 2024
|
Farmers Trust CO
|
BUY
|
- |
9.6K+ 133.39% |
$784K - $796K
|
16.8K
$1.38M
|
|
|
Feb 12, 2025
Q4 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
9.56K+ 12.24% |
$781K - $793K
|
87.7K
$7.21M
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
9.4KNew |
$768K - $779K
|
9.4K
$773K
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
9.25K+ 301.6% |
$756K - $767K
|
12.3K
$1.01M
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
8.88KNew |
$725K - $736K
|
8.88K
$730K
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
8.77KNew |
$716K - $727K
|
8.77K
$721K
|
|
|
Jan 22, 2025
Q4 2024
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
8.75K+ 14.27% |
$715K - $726K
|
70.1K
$5.76M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
8.59K+ 3.53% |
$701K - $712K
|
252K
$20.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
8.57KNew |
$700K - $711K
|
8.57K
$705K
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
8.57KNew |
$700K - $711K
|
8.57K
$705K
|
|
|
Feb 19, 2025
Q4 2024
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
8.56KNew |
$699K - $710K
|
8.56K
$704K
|
|
|
Feb 12, 2025
Q4 2024
|
Dorsey Wright & Associates
|
BUY
|
- |
8.49KNew |
$693K - $704K
|
8.49K
$698K
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
8.43K+ 35.12% |
$688K - $699K
|
32.4K
$2.67M
|
|
|
Feb 18, 2025
Q4 2024
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
8.4KNew |
$686K - $697K
|
8.4K
$691K
|
|
|
Feb 07, 2025
Q4 2024
|
Camden National Bank
Camden, ME |
BUY
|
- |
8.35K+ 7.64% |
$682K - $692K
|
118K
$9.67M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
8.32K+ 12.39% |
$680K - $690K
|
75.5K
$6.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
8.21K+ 299.23% |
$671K - $681K
|
11K
$901K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
8.13K+ 358.01% |
$664K - $675K
|
10.4K
$856K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
8.11K+ 10.76% |
$663K - $673K
|
83.5K
$6.87M
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
7.95KNew |
$649K - $659K
|
7.95K
$654K
|
|
|
Feb 10, 2025
Q4 2024
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
7.91K+ 15.96% |
$646K - $656K
|
57.4K
$4.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
7.89KNew |
$645K - $655K
|
7.89K
$649K
|