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
|
Shayne & Co., LLC
|
SELL
|
- |
-170- 2.62% |
$13.9K - $14K
|
6.31K
$518K
|
|
|
May 03, 2024
Q1 2024
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-172- 0.57% |
$14K - $14.2K
|
29.9K
$2.45M
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-175- 4.41% |
$14.3K - $14.4K
|
3.79K
$311K
|
|
|
Apr 29, 2024
Q1 2024
|
ETF Store, Inc.
|
SELL
|
- |
-175- 2.2% |
$14.3K - $14.4K
|
7.79K
$639K
|
|
|
May 13, 2024
Q1 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-183- 3.0% |
$14.9K - $15.1K
|
5.92K
$486K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-190- 2.07% |
$15.5K - $15.6K
|
8.99K
$737K
|
|
|
Apr 15, 2024
Q1 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-195- 4.22% |
$15.9K - $16.1K
|
4.42K
$363K
|
|
|
Apr 30, 2024
Q1 2024
|
Straight Path Wealth Management
|
SELL
|
- |
-195- 5.92% |
$15.9K - $16.1K
|
3.1K
$254K
|
|
|
Apr 30, 2024
Q1 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-197- 1.59% |
$16.1K - $16.2K
|
12.2K
$997K
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-198- 2.89% |
$16.1K - $16.3K
|
6.65K
$545K
|
|
|
May 09, 2024
Q1 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-200- 1.95% |
$16.3K - $16.5K
|
10K
$823K
|
|
|
May 03, 2024
Q1 2024
|
Bellecapital International Ltd.
|
SELL
|
- |
-200- 1.84% |
$16.3K - $16.5K
|
10.7K
$875K
|
|
|
May 07, 2024
Q1 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-207- 5.24% |
$16.9K - $17K
|
3.75K
$307K
|
|
|
May 15, 2024
Q1 2024
|
Kingfisher Capital LLC
|
SELL
|
- |
-210- 3.03% |
$17.1K - $17.3K
|
6.73K
$552K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-210- 6.76% |
$17.1K - $17.3K
|
2.9K
$238K
|
|
|
May 06, 2024
Q1 2024
|
Amg National Trust Bank
|
SELL
|
- |
-220- 4.36% |
$17.9K - $18.1K
|
4.83K
$396K
|
|
|
Apr 15, 2024
Q1 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-220- 1.61% |
$17.9K - $18.1K
|
13.4K
$1.1M
|
|
|
Apr 26, 2024
Q1 2024
|
First National Trust CO
|
SELL
|
- |
-228- 1.97% |
$18.6K - $18.8K
|
11.4K
$932K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-230- 26.78% |
$18.7K - $18.9K
|
629
$51.6K
|
|
|
Apr 10, 2024
Q1 2024
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-234- 2.6% |
$19.1K - $19.3K
|
8.78K
$720K
|
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-236- 0.49% |
$19.2K - $19.4K
|
47.7K
$3.92M
|
|
|
May 13, 2024
Q1 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-245- 2.87% |
$20K - $20.2K
|
8.3K
$681K
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-254- 3.82% |
$20.7K - $20.9K
|
6.39K
$524K
|
|
|
May 03, 2024
Q1 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-264- 5.05% |
$21.5K - $21.7K
|
4.96K
$407K
|
|
|
May 13, 2024
Q1 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-265- 21.6% |
$21.6K - $21.8K
|
962
$78.9K
|
|
|
Apr 08, 2024
Q1 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-280- 20.74% |
$22.8K - $23.1K
|
1.07K
$87.8K
|
|
|
Apr 23, 2024
Q1 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-290- 9.88% |
$23.6K - $23.9K
|
2.65K
$217K
|
|
|
May 08, 2024
Q1 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-295- 10.52% |
$24K - $24.3K
|
2.51K
$206K
|
|
|
Apr 01, 2024
Q1 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-301- 4.63% |
$24.5K - $24.8K
|
6.2K
$509K
|
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-305- 3.75% |
$24.9K - $25.1K
|
7.83K
$642K
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-310- 2.28% |
$25.3K - $25.5K
|
13.3K
$1.09M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-310- 43.85% |
$25.3K - $25.5K
|
397
$32.6K
|
|
|
May 06, 2024
Q1 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-313- 1.68% |
$25.5K - $25.8K
|
18.3K
$1.5M
|
|
|
Apr 18, 2024
Q1 2024
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-317- 3.27% |
$25.8K - $26.1K
|
9.39K
$770K
|
|
|
Apr 15, 2024
Q1 2024
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-319- 4.13% |
$26K - $26.3K
|
7.41K
$608K
|
|
|
May 13, 2024
Q1 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-328- 18.98% |
$26.7K - $27K
|
1.4K
$115K
|
|
|
May 09, 2024
Q1 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-333- 0.27% |
$27.1K - $27.4K
|
122K
$9.99M
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-342- 1.29% |
$27.9K - $28.2K
|
26.2K
$2.15M
|
|
|
Apr 19, 2024
Q1 2024
|
Amarillo National Bank
|
SELL
|
- |
-363- 3.35% |
$29.6K - $29.9K
|
10.5K
$859K
|
|
|
Apr 22, 2024
Q1 2024
|
4 J Wealth Management LLC
|
SELL
|
- |
-371- 1.31% |
$30.2K - $30.5K
|
28.1K
$2.3M
|
|
|
May 03, 2024
Q1 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-375- 10.84% |
$30.6K - $30.9K
|
3.09K
$253K
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-395- 5.01% |
$32.2K - $32.5K
|
7.49K
$614K
|
|
|
Apr 16, 2024
Q1 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-418- 2.97% |
$34.1K - $34.4K
|
13.6K
$1.12M
|
|
|
May 14, 2024
Q1 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-421- 1.9% |
$34.3K - $34.7K
|
21.8K
$1.79M
|
|
|
Apr 10, 2024
Q1 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-429- 27.84% |
$35K - $35.3K
|
1.11K
$91.2K
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-430- 4.04% |
$35K - $35.4K
|
10.2K
$838K
|
|
|
Apr 16, 2024
Q1 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-433- 4.09% |
$35.3K - $35.7K
|
10.2K
$833K
|
|
|
Apr 25, 2024
Q1 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-436- 9.49% |
$35.5K - $35.9K
|
4.16K
$341K
|
|
|
Apr 12, 2024
Q1 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-437- 4.76% |
$35.6K - $36K
|
8.74K
$717K
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-439- 0.37% |
$35.8K - $36.1K
|
120K
$9.82M
|