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 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-445- 47.44% |
$36.3K - $36.6K
|
493
$40.4K
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-465- 2.79% |
$37.9K - $38.3K
|
16.2K
$1.33M
|
|
|
May 02, 2024
Q1 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-466- 15.41% |
$38K - $38.4K
|
2.56K
$210K
|
|
|
Apr 17, 2024
Q1 2024
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-469- 4.36% |
$38.2K - $38.6K
|
10.3K
$845K
|
|
|
May 07, 2024
Q1 2024
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-472- 10.64% |
$38.5K - $38.9K
|
3.97K
$325K
|
|
|
May 14, 2024
Q1 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-475- 6.81% |
$38.7K - $39.1K
|
6.5K
$533K
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-477- 19.52% |
$38.9K - $39.3K
|
1.97K
$161K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-482- 68.27% |
$39.3K - $39.7K
|
224
$18.4K
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-483- 10.25% |
$39.4K - $39.8K
|
4.23K
$347K
|
|
|
May 09, 2024
Q1 2024
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-491- 2.82% |
$40K - $40.4K
|
16.9K
$1.39M
|
|
|
May 06, 2024
Q1 2024
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-499- 7.65% |
$40.7K - $41.1K
|
6.02K
$494K
|
|
|
Apr 16, 2024
Q1 2024
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-500- 4.01% |
$40.7K - $41.2K
|
12K
$983K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-500- 0.96% |
$40.7K - $41.2K
|
51.3K
$4.21M
|
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-507- 0.87% |
$41.3K - $41.7K
|
57.6K
$4.73M
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-508- 34.75% |
$41.4K - $41.8K
|
954
$78.3K
|
|
|
Apr 22, 2024
Q1 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-517- 11.68% |
$42.1K - $42.6K
|
3.91K
$321K
|
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-517- 1.85% |
$42.1K - $42.6K
|
27.4K
$2.25M
|
|
|
Apr 16, 2024
Q1 2024
|
De Dora Capital, Inc.
|
SELL
|
- |
-525- 5.65% |
$42.8K - $43.2K
|
8.77K
$719K
|
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
SELL
|
- |
-530- 0.81% |
$43.2K - $43.6K
|
64.5K
$5.29M
|
|
|
Apr 18, 2024
Q1 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-535- 6.26% |
$43.6K - $44.1K
|
8.01K
$657K
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-536- 2.7% |
$43.7K - $44.1K
|
19.3K
$1.58M
|
|
|
Apr 29, 2024
Q1 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-556- 8.4% |
$45.3K - $45.8K
|
6.06K
$497K
|
|
|
May 10, 2024
Q1 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-562- 6.67% |
$45.8K - $46.3K
|
7.86K
$645K
|
|
|
May 03, 2024
Q1 2024
|
St. James Investment Company, LLC
|
SELL
|
- |
-565- 3.82% |
$46K - $46.5K
|
14.2K
$1.17M
|
|
|
Apr 10, 2024
Q1 2024
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-579- 40.52% |
$47.2K - $47.7K
|
850
$69.7K
|
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-589- 4.28% |
$48K - $48.5K
|
13.2K
$1.08M
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-591- 4.43% |
$48.2K - $48.7K
|
12.7K
$1.04M
|
|
|
May 15, 2024
Q1 2024
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
SELL
|
- |
-600- 11.66% |
$48.9K - $49.4K
|
4.55K
$373K
|
|
|
May 01, 2024
Q1 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-611- 1.44% |
$49.8K - $50.3K
|
41.7K
$3.42M
|
|
|
May 08, 2024
Q1 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-612- 3.93% |
$49.9K - $50.4K
|
14.9K
$1.23M
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-623- 90.16% |
$50.8K - $51.3K
|
68
$5.58K
|
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-627- 11.53% |
$51.1K - $51.6K
|
4.81K
$395K
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-638- 0.9% |
$52K - $52.5K
|
70.6K
$5.79M
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-640- 35.77% |
$52.2K - $52.7K
|
1.15K
$94.3K
|
|
|
Apr 05, 2024
Q1 2024
|
Martin Capital Partners, LLC
|
SELL
|
- |
-654- 1.28% |
$53.3K - $53.9K
|
50.3K
$4.13M
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-655- 58.85% |
$53.4K - $53.9K
|
458
$37.6K
|
|
|
May 14, 2024
Q1 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-660- 8.68% |
$53.8K - $54.3K
|
6.94K
$569K
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-665- 2.18% |
$54.2K - $54.8K
|
29.8K
$2.44M
|
|
|
Apr 17, 2024
Q1 2024
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-670- 5.48% |
$54.6K - $55.2K
|
11.6K
$948K
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-678- 4.32% |
$55.3K - $55.8K
|
15K
$1.23M
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-700- 52.2% |
$57K - $57.6K
|
641
$52.6K
|
|
|
Apr 29, 2024
Q1 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-707- 7.52% |
$57.6K - $58.2K
|
8.7K
$713K
|
|
|
Apr 24, 2024
Q1 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-718- 6.03% |
$58.5K - $59.1K
|
11.2K
$918K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-721- 7.38% |
$58.8K - $59.4K
|
9.05K
$742K
|
|
|
Apr 08, 2024
Q1 2024
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-724- 30.22% |
$59K - $59.6K
|
1.67K
$137K
|
|
|
Apr 15, 2024
Q1 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-727- 6.62% |
$59.2K - $59.9K
|
10.3K
$842K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-727- 1.8% |
$59.2K - $59.9K
|
39.6K
$3.24M
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
SELL
|
- |
-730- 6.22% |
$59.5K - $60.1K
|
11K
$903K
|
|
|
May 14, 2024
Q1 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-737- 17.14% |
$60.1K - $60.7K
|
3.56K
$292K
|
|
|
May 14, 2024
Q1 2024
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-776- 0.54% |
$63.2K - $63.9K
|
144K
$11.8M
|