Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-23- 1.89% |
$1.87K - $1.89K
|
1.2K
$98K
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-25- 0.25% |
$2.04K - $2.06K
|
9.95K
$817K
|
|
|
Apr 29, 2024
Q1 2024
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-25- 1.05% |
$2.04K - $2.06K
|
2.35K
$193K
|
|
|
May 14, 2024
Q1 2024
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-25- 0.25% |
$2.04K - $2.06K
|
9.94K
$815K
|
|
|
May 14, 2024
Q1 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-26- 41.27% |
$2.12K - $2.14K
|
37
$3.04K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-28- 90.32% |
$2.28K - $2.31K
|
3
$246
|
|
|
May 14, 2024
Q1 2024
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-30- 4.39% |
$2.44K - $2.47K
|
654
$53.6K
|
|
|
Apr 11, 2024
Q1 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-30- 5.43% |
$2.44K - $2.47K
|
522
$42.8K
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-35- 15.49% |
$2.85K - $2.88K
|
191
$15.7K
|
|
|
May 01, 2024
Q1 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-35- 0.29% |
$2.85K - $2.88K
|
11.8K
$971K
|
|
|
May 03, 2024
Q1 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-38- 15.38% |
$3.1K - $3.13K
|
209
$17.1K
|
|
|
Apr 18, 2024
Q1 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-38- 0.52% |
$3.1K - $3.13K
|
7.24K
$594K
|
|
|
Apr 12, 2024
Q1 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-38- 1.12% |
$3.1K - $3.13K
|
3.35K
$275K
|
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-39- 1.22% |
$3.18K - $3.21K
|
3.17K
$260K
|
|
|
Nov 14, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-44- 0.58% |
$3.59K - $3.62K
|
7.52K
$617K
|
|
|
May 15, 2024
Q1 2024
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-45- 0.74% |
$3.67K - $3.71K
|
6.03K
$495K
|
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-48- 54.55% |
$3.91K - $3.95K
|
40
$3.28K
|
|
|
Apr 17, 2024
Q1 2024
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-50- 0.53% |
$4.07K - $4.12K
|
9.43K
$773K
|
|
|
May 07, 2024
Q1 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-55- 2.09% |
$4.48K - $4.53K
|
2.58K
$212K
|
|
|
Apr 17, 2024
Q1 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-59- 55.14% |
$4.81K - $4.86K
|
48
$3.94K
|
|
|
Apr 19, 2024
Q1 2024
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-60- 0.29% |
$4.89K - $4.94K
|
20.8K
$1.7M
|
|
|
May 03, 2024
Q1 2024
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-62- 1.0% |
$5.05K - $5.11K
|
6.14K
$504K
|
|
|
Apr 18, 2024
Q1 2024
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-64- 4.96% |
$5.22K - $5.27K
|
1.23K
$101K
|
|
|
May 09, 2024
Q1 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-69- 0.36% |
$5.62K - $5.68K
|
19.1K
$1.56M
|
|
|
May 10, 2024
Q1 2024
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-71- 0.3% |
$5.79K - $5.85K
|
23.7K
$1.94M
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-71- 3.66% |
$5.79K - $5.85K
|
1.87K
$153K
|
|
|
Apr 10, 2024
Q1 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-75- 1.43% |
$6.11K - $6.18K
|
5.16K
$423K
|
|
|
Apr 12, 2024
Q1 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-78- 2.73% |
$6.36K - $6.42K
|
2.78K
$228K
|
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-80- 1.15% |
$6.52K - $6.59K
|
6.87K
$564K
|
|
|
May 01, 2024
Q1 2024
|
Cadinha & CO LLC
|
SELL
|
- |
-83- 1.48% |
$6.76K - $6.83K
|
5.51K
$452K
|
|
|
May 07, 2024
Q1 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-86- 1.68% |
$7.01K - $7.08K
|
5.03K
$413K
|
|
|
Apr 22, 2024
Q1 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-92- 3.6% |
$7.5K - $7.58K
|
2.47K
$202K
|
|
|
May 10, 2024
Q1 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-97- 2.22% |
$7.9K - $7.99K
|
4.27K
$350K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-100- 13.02% |
$8.15K - $8.23K
|
668
$54.8K
|
|
|
May 02, 2024
Q1 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-100- 0.2% |
$8.15K - $8.23K
|
48.9K
$4.01M
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
SELL
|
- |
-112- 78.32% |
$9.13K - $9.22K
|
31
$2.54K
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-113- 1.67% |
$9.21K - $9.3K
|
6.64K
$545K
|
|
|
Apr 23, 2024
Q1 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-116- 1.22% |
$9.45K - $9.55K
|
9.41K
$772K
|
|
|
Apr 11, 2024
Q1 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-120- 1.2% |
$9.78K - $9.88K
|
9.91K
$813K
|
|
|
May 02, 2024
Q1 2024
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-122- 3.99% |
$9.94K - $10K
|
2.94K
$241K
|
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-127- 0.35% |
$10.3K - $10.5K
|
36.4K
$2.99M
|
|
|
Apr 11, 2024
Q1 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-133- 3.79% |
$10.8K - $11K
|
3.38K
$277K
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-136- 0.81% |
$11.1K - $11.2K
|
16.7K
$1.37M
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
SELL
|
- |
-137- 1.67% |
$11.2K - $11.3K
|
8.09K
$663K
|
|
|
Apr 19, 2024
Q1 2024
|
Apexium Financial, LP
|
SELL
|
- |
-137- 0.99% |
$11.2K - $11.3K
|
13.7K
$1.12M
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-138- 2.63% |
$11.2K - $11.4K
|
5.11K
$419K
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-140- 0.84% |
$11.4K - $11.5K
|
16.5K
$1.35M
|
|
|
Apr 16, 2024
Q1 2024
|
Weaver Consulting Group
|
SELL
|
- |
-143- 2.56% |
$11.7K - $11.8K
|
5.45K
$447K
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-147- 90.18% |
$12K - $12.1K
|
16
$1.31K
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-150- 2.0% |
$12.2K - $12.4K
|
7.36K
$603K
|