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 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
|
|
|
Mar 17, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.44K+ 2.29% |
$118K - $120K
|
64.4K
$5.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1.42K+ 3.03% |
$116K - $117K
|
48.1K
$3.96M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
1.4K+ 36.53% |
$114K - $116K
|
5.22K
$429K
|
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
1.4K+ 3.06% |
$114K - $116K
|
47K
$3.87M
|
|
|
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
$97.6K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.18K+ 4.89% |
$96.1K - $97.5K
|
25.2K
$2.08M
|
|
|
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
$484K
|
|
|
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
$2.53M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.12K+ 18.24% |
$91.5K - $92.9K
|
7.26K
$598K
|
|
|
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
$995K
|
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
1.04K+ 27.99% |
$85.1K - $86.4K
|
4.77K
$392K
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
1.03K+ 35.24% |
$83.9K - $85.2K
|
3.94K
$324K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.01K+ 5.06% |
$82.3K - $83.6K
|
20.9K
$1.72M
|
|
|
Feb 07, 2025
Q4 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
1K+ 36.36% |
$81.7K - $82.9K
|
3.75K
$309K
|
|
|
Feb 13, 2025
Q4 2024
|
Barr E S & CO
Lexington, KY |
BUY
|
- |
1K+ 17.32% |
$81.7K - $82.9K
|
6.78K
$558K
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
1KNew |
$81.7K - $82.9K
|
1K
$82.3K
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
973+ 28.75% |
$79.5K - $80.7K
|
4.36K
$359K
|
|
|
Feb 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
971+ 9.87% |
$79.3K - $80.5K
|
10.8K
$889K
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
948+ 28.41% |
$77.4K - $78.6K
|
4.29K
$353K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
914New |
$74.7K - $75.8K
|
914
$75.2K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
901+ 31.68% |
$73.6K - $74.7K
|
3.75K
$308K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
894+ 3.89% |
$73K - $74.1K
|
23.9K
$1.97M
|
|
|
Jan 29, 2025
Q4 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
891+ 26.51% |
$72.8K - $73.9K
|
4.25K
$350K
|
|
|
Mar 18, 2025
Q4 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
890+ 5.68% |
$72.7K - $73.8K
|
16.6K
$1.36M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
884+ 24.55% |
$72.2K - $73.3K
|
4.49K
$369K
|
|
|
Jan 23, 2025
Q4 2024
|
Koa Wealth Management, LLC
Encinitas, CA |
BUY
|
- |
882+ 1.51% |
$72K - $73.1K
|
59.3K
$4.88M
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
881+ 13.94% |
$72K - $73.1K
|
7.2K
$592K
|
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
BUY
|
- |
863+ 3.25% |
$70.5K - $71.6K
|
27.4K
$2.26M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
BUY
|
- |
863+ 4.69% |
$70.5K - $71.6K
|
19.3K
$1.59M
|
|
|
Jan 30, 2025
Q4 2024
|
Amarillo National Bank
|
BUY
|
- |
861+ 8.95% |
$70.3K - $71.4K
|
10.5K
$863K
|
|
|
Feb 12, 2025
Q4 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
853+ 7.08% |
$69.7K - $70.7K
|
12.9K
$1.06M
|
|
|
Feb 03, 2025
Q4 2024
|
Peoples Bank
|
BUY
|
- |
848+ 2.34% |
$69.3K - $70.3K
|
37.1K
$3.05M
|
|
|
Feb 18, 2025
Q4 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
803+ 2.55% |
$65.6K - $66.6K
|
32.2K
$2.65M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
798+ 18.52% |
$65.2K - $66.2K
|
5.11K
$420K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
788+ 23.83% |
$64.4K - $65.3K
|
4.1K
$337K
|
|
|
May 15, 2025
Q4 2024
|
Alamar Capital Management, LLC
|
BUY
|
- |
787+ 3.66% |
$64.3K - $65.3K
|
22.3K
$1.83M
|