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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.72KNew |
$222K - $226K
|
2.72K
$224K
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
2.7K+ 175.52% |
$221K - $224K
|
4.24K
$349K
|
|
|
Feb 12, 2025
Q4 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
2.65KNew |
$217K - $220K
|
2.65K
$218K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.64K+ 25.99% |
$216K - $219K
|
12.8K
$1.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
2.59KNew |
$212K - $215K
|
2.59K
$213K
|
|
|
Jan 16, 2025
Q4 2024
|
Moulton Wealth Management, Inc
|
BUY
|
- |
2.59K+ 23.66% |
$212K - $215K
|
13.6K
$1.12M
|
|
|
Jan 29, 2025
Q4 2024
|
Aries Wealth Management
|
BUY
|
- |
2.59K+ 11.03% |
$212K - $215K
|
26.1K
$2.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Ewing Morris & Co. Investment Partners Ltd.
Toronto, A6 |
BUY
|
- |
2.57KNew |
$210K - $213K
|
2.57K
$212K
|
|
|
May 14, 2025
Q4 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
2.56KNew |
$209K - $212K
|
2.56K
$210K
|
|
|
Mar 14, 2025
Q4 2024
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
2.56KNew |
$209K - $212K
|
2.56K
$210K
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
2.51KNew |
$205K - $208K
|
2.51K
$206K
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
2.47K+ 2.99% |
$202K - $205K
|
85.2K
$7.01M
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
2.46KNew |
$201K - $204K
|
2.46K
$202K
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
2.44KNew |
$200K - $203K
|
2.44K
$201K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
2.44KNew |
$199K - $202K
|
2.44K
$201K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
2.38K+ 24.17% |
$194K - $197K
|
12.2K
$1.01M
|
|
|
Jan 14, 2025
Q4 2024
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
2.38K+ 7.86% |
$194K - $197K
|
32.6K
$2.68M
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
2.3KNew |
$188K - $190K
|
2.3K
$189K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
2.28K+ 16.08% |
$186K - $189K
|
16.4K
$1.35M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
2.26K+ 16.94% |
$185K - $187K
|
15.6K
$1.28M
|
|
|
Jan 24, 2025
Q4 2024
|
Welch Group, LLC
|
BUY
|
- |
2.24K+ 12.67% |
$183K - $186K
|
19.9K
$1.64M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
2.21K+ 22.33% |
$180K - $183K
|
12.1K
$996K
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
2.2K+ 75.52% |
$179K - $182K
|
5.1K
$420K
|
|
|
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
$698K
|
|
|
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
$6.79M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
2.05K+ 5.75% |
$167K - $170K
|
37.7K
$3.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
2.05K+ 21.19% |
$167K - $170K
|
11.7K
$964K
|
|
|
Feb 06, 2025
Q4 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
2.05K+ 21.44% |
$167K - $170K
|
11.6K
$955K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.05K+ 3.53% |
$167K - $170K
|
60K
$4.94M
|
|
|
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
$1.05M
|
|
|
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
$6.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.69K+ 18.49% |
$138K - $140K
|
10.8K
$890K
|
|
|
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
|