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 28, 2025
Q4 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
2.19K+ 2.81% |
$179K - $182K
|
80.1K
$6.59M
|
|
|
Jan 30, 2025
Q4 2024
|
Latko Wealth Management, Ltd.
Frankfort, IL |
BUY
|
- |
2.15K+ 33.85% |
$175K - $178K
|
8.48K
$697K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
2.11KNew |
$172K - $175K
|
2.11K
$173K
|
|
|
Feb 04, 2025
Q4 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
2.06K+ 2.56% |
$168K - $171K
|
82.5K
$6.78M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
2.05K+ 5.75% |
$167K - $170K
|
37.7K
$3.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
2.05K+ 21.44% |
$167K - $170K
|
11.6K
$954K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
2.05K+ 21.19% |
$167K - $170K
|
11.7K
$964K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.05K+ 3.53% |
$167K - $170K
|
60K
$4.93M
|
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
1.92K+ 1.35% |
$157K - $160K
|
145K
$11.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
1.9KNew |
$155K - $157K
|
1.9K
$156K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.88K+ 10.94% |
$154K - $156K
|
19.1K
$1.57M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
1.86K+ 17.15% |
$152K - $154K
|
12.7K
$1.04M
|
|
|
Feb 05, 2025
Q4 2024
|
Anchor Capital Advisors LLC
|
BUY
|
- |
1.84K+ 0.43% |
$150K - $152K
|
425K
$35M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
1.78K+ 20.54% |
$145K - $148K
|
10.4K
$859K
|
|
|
Jan 22, 2025
Q4 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
1.76K+ 28.5% |
$144K - $146K
|
7.95K
$654K
|
|
|
Feb 12, 2025
Q4 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
1.76K+ 34.79% |
$144K - $146K
|
6.81K
$560K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
1.74K+ 2.31% |
$142K - $144K
|
77K
$6.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.69K+ 18.49% |
$138K - $140K
|
10.8K
$889K
|
|
|
Jan 29, 2025
Q4 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
1.68K+ 3.02% |
$137K - $139K
|
57.3K
$4.71M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
1.65K+ 3.44% |
$135K - $137K
|
49.7K
$4.09M
|
|
|
Jan 30, 2025
Q4 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
1.64K+ 9.38% |
$134K - $136K
|
19.1K
$1.57M
|
|
|
Feb 12, 2025
Q4 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
1.62K+ 7.81% |
$132K - $135K
|
22.4K
$1.84M
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
1.62KNew |
$132K - $135K
|
1.62K
$133K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.62K+ 8.13% |
$132K - $134K
|
21.5K
$1.77M
|
|
|
Feb 04, 2025
Q4 2024
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
1.6K+ 14.85% |
$131K - $133K
|
12.4K
$1.02M
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
1.51K+ 1.9% |
$123K - $125K
|
81.1K
$6.67M
|
|
|
Jan 22, 2025
Q4 2024
|
Barry Investment Advisors, LLC
|
BUY
|
- |
1.5K+ 8.85% |
$123K - $125K
|
18.5K
$1.52M
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
1.5K+ 1.0% |
$123K - $124K
|
152K
$12.5M
|
|
|
Feb 21, 2025
Q4 2024
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
1.48K+ 6.83% |
$121K - $123K
|
23.2K
$1.91M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.46K+ 1.42% |
$119K - $121K
|
104K
$8.58M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
1.45K+ 36.58% |
$118K - $120K
|
5.4K
$444K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1.42K+ 3.03% |
$116K - $117K
|
48.1K
$3.96M
|
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
1.4K+ 3.06% |
$114K - $116K
|
47K
$3.87M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
1.4K+ 36.53% |
$114K - $116K
|
5.22K
$429K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.37K+ 0.66% |
$112K - $114K
|
210K
$17.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
1.36K+ 49.93% |
$111K - $112K
|
4.07K
$335K
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1.24K+ 12.35% |
$101K - $102K
|
11.2K
$924K
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
1.23KNew |
$100K - $102K
|
1.23K
$101K
|
|
|
Feb 03, 2025
Q4 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
1.23KNew |
$100K - $102K
|
1.23K
$101K
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
BUY
|
- |
1.21K+ 10.52% |
$98.7K - $100K
|
12.7K
$1.04M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
1.19KNew |
$96.9K - $98.4K
|
1.19K
$97.5K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.18K+ 4.89% |
$96.1K - $97.5K
|
25.2K
$2.07M
|
|
|
Jan 31, 2025
Q4 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
1.17K+ 6.86% |
$95.7K - $97.2K
|
18.3K
$1.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
1.17K+ 24.72% |
$95.2K - $96.6K
|
5.88K
$483K
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
1.14K+ 10.77% |
$93.4K - $94.9K
|
11.8K
$968K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.14K+ 3.85% |
$93K - $94.5K
|
30.7K
$2.52M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.12K+ 18.24% |
$91.5K - $92.9K
|
7.26K
$597K
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
1.1K+ 3.11% |
$89.6K - $91K
|
36.3K
$2.99M
|
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
1.09K+ 8.69% |
$88.6K - $90K
|
13.6K
$1.12M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.08K+ 9.84% |
$88.5K - $89.8K
|
12.1K
$994K
|