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
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
7.8K+ 8.78% |
$637K - $647K
|
96.7K
$7.95M
|
|
|
Feb 13, 2025
Q4 2024
|
F
|
BUY
|
- |
7.73KNew |
$631K - $641K
|
7.73K
$636K
|
|
|
Feb 12, 2025
Q4 2024
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
7.72K+ 17.05% |
$630K - $640K
|
53K
$4.36M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
7.55K+ 40.98% |
$616K - $626K
|
26K
$2.13M
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
7.53K+ 35.13% |
$615K - $624K
|
29K
$2.38M
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
7.5K+ 47.73% |
$612K - $622K
|
23.2K
$1.91M
|
|
|
Feb 14, 2025
Q4 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
7.45K+ 6.4% |
$608K - $617K
|
124K
$10.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
7.45K+ 17.99% |
$608K - $617K
|
48.8K
$4.02M
|
|
|
Jan 24, 2025
Q4 2024
|
Sterling Manor Financial, LLC
|
BUY
|
- |
7.38K+ 11.94% |
$603K - $612K
|
69.2K
$5.69M
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
7.34K+ 109.93% |
$599K - $609K
|
14K
$1.15M
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
7.25K+ 18120.0% |
$592K - $601K
|
7.29K
$599K
|
|
|
Feb 13, 2025
Q4 2024
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
7.17K+ 8.48% |
$586K - $595K
|
91.7K
$7.54M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
7.13K+ 66.64% |
$582K - $591K
|
17.8K
$1.47M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
6.93K+ 17.15% |
$566K - $575K
|
47.3K
$3.89M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
6.91K+ 22.62% |
$565K - $573K
|
37.5K
$3.08M
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
6.88KNew |
$562K - $570K
|
6.88K
$566K
|
|
|
Jan 17, 2025
Q4 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
6.84K+ 10.25% |
$559K - $567K
|
73.6K
$6.05M
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
6.75K+ 194.64% |
$551K - $560K
|
10.2K
$840K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
6.61KNew |
$540K - $548K
|
6.61K
$544K
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
BUY
|
- |
6.58K+ 7.72% |
$537K - $545K
|
91.7K
$7.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
6.54K+ 514.8% |
$534K - $542K
|
7.81K
$642K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.51K+ 20.41% |
$531K - $540K
|
38.4K
$3.16M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
6.49K+ 13.91% |
$530K - $538K
|
53.2K
$4.37M
|
|
|
Feb 21, 2025
Q4 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
6.36K+ 19.02% |
$520K - $528K
|
39.8K
$3.27M
|
|
|
Feb 11, 2025
Q4 2024
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
6.34KNew |
$518K - $526K
|
6.34K
$522K
|
|
|
Feb 14, 2025
Q4 2024
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
6.27K+ 1.15% |
$512K - $520K
|
551K
$45.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
6.22K+ 6.63% |
$508K - $516K
|
100K
$8.23M
|
|
|
Jan 03, 2025
Q4 2024
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
6.21K+ 7.44% |
$507K - $515K
|
89.7K
$7.37M
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
6.18K+ 1191.14% |
$505K - $513K
|
6.7K
$551K
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
6.17K+ 128.46% |
$504K - $511K
|
11K
$902K
|
|
|
Jan 14, 2025
Q4 2024
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
6.09K+ 173.74% |
$498K - $505K
|
9.6K
$790K
|
|
|
Feb 07, 2025
Q4 2024
|
Retirement Capital Strategies
|
BUY
|
- |
6.09K+ 153.0% |
$498K - $505K
|
10.1K
$828K
|
|
|
Feb 14, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
6.07K+ 253.85% |
$496K - $503K
|
8.46K
$696K
|
|
|
Feb 14, 2025
Q4 2024
|
Irenic Capital Management LP
New York, NY |
BUY
|
- |
6KNew |
$490K - $498K
|
6K
$493K
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
5.98K+ 6.19% |
$488K - $496K
|
103K
$8.44M
|
|
|
Jan 22, 2025
Q4 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
5.97K+ 2.69% |
$488K - $495K
|
228K
$18.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
5.97KNew |
$487K - $495K
|
5.97K
$491K
|
|
|
Jan 31, 2025
Q4 2024
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
5.89K+ 60.79% |
$481K - $488K
|
15.6K
$1.28M
|
|
|
Jan 28, 2025
Q4 2024
|
Dock Street Asset Management Inc
|
BUY
|
- |
5.88K+ 5.46% |
$481K - $488K
|
114K
$9.34M
|
|
|
Feb 05, 2025
Q4 2024
|
Durante & Waters, LLC
Brewster, NY |
BUY
|
- |
5.86K+ 7.21% |
$479K - $486K
|
87.2K
$7.17M
|
|
|
Jan 15, 2025
Q4 2024
|
Bts Asset Management, Inc.
|
BUY
|
- |
5.8KNew |
$474K - $481K
|
5.8K
$477K
|
|
|
Feb 10, 2025
Q4 2024
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
5.66KNew |
$463K - $470K
|
5.66K
$466K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
5.63KNew |
$459K - $466K
|
5.63K
$463K
|
|
|
Jan 27, 2025
Q4 2024
|
Greenspring Advisors, LLC
|
BUY
|
- |
5.55K+ 35.56% |
$453K - $460K
|
21.2K
$1.74M
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
5.44K+ 133.78% |
$444K - $451K
|
9.5K
$782K
|
|
|
Feb 07, 2025
Q4 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
5.43K+ 8.85% |
$443K - $450K
|
66.8K
$5.49M
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
BUY
|
- |
5.28K+ 15.19% |
$431K - $438K
|
40K
$3.29M
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
BUY
|
- |
5.28K+ 29.25% |
$431K - $438K
|
23.3K
$1.92M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.06KNew |
$413K - $420K
|
5.06K
$416K
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
4.96K+ 44.93% |
$405K - $411K
|
16K
$1.32M
|