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 15, 2024
Q1 2024
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-783- 3.53% |
$63.8K - $64.5K
|
21.4K
$1.76M
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-794- 13.44% |
$64.7K - $65.4K
|
5.11K
$420K
|
|
|
Apr 29, 2024
Q1 2024
|
First United Bank & Trust
|
SELL
|
- |
-805- 57.09% |
$65.6K - $66.3K
|
605
$49.6K
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-857- 99.88% |
$69.8K - $70.6K
|
1
$82
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-887- 1.72% |
$72.3K - $73K
|
50.5K
$4.15M
|
|
|
May 03, 2024
Q1 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-918- 16.72% |
$74.8K - $75.6K
|
4.57K
$375K
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
SELL
|
- |
-932- 1.29% |
$75.9K - $76.7K
|
71.3K
$5.85M
|
|
|
Apr 29, 2024
Q1 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-948- 14.79% |
$77.3K - $78.1K
|
5.46K
$448K
|
|
|
May 14, 2024
Q1 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-960- 63.16% |
$78.2K - $79K
|
560
$45.9K
|
|
|
Apr 29, 2024
Q1 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-967- 5.3% |
$78.8K - $79.6K
|
17.3K
$1.42M
|
|
|
May 14, 2024
Q1 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-975- 14.29% |
$79.5K - $80.3K
|
5.85K
$480K
|
|
|
May 01, 2024
Q1 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-995- 14.91% |
$81.1K - $81.9K
|
5.68K
$466K
|
|
|
May 09, 2024
Q1 2024
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-1K- 28.75% |
$81.5K - $82.3K
|
2.48K
$203K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1K- 0.79% |
$81.6K - $82.4K
|
125K
$10.3M
|
|
|
May 09, 2024
Q1 2024
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-1.01K- 4.4% |
$82.1K - $82.9K
|
21.9K
$1.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Mainstay Capital Management LLC
|
SELL
|
- |
-1.01K- 3.37% |
$82.2K - $83.1K
|
28.9K
$2.37M
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-1.02K- 18.08% |
$82.7K - $83.6K
|
4.6K
$377K
|
|
|
Apr 29, 2024
Q1 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-1.06K- 2.7% |
$86.6K - $87.5K
|
38.3K
$3.14M
|
|
|
May 07, 2024
Q1 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-1.1K- 6.14% |
$89.6K - $90.6K
|
16.8K
$1.38M
|
|
|
May 01, 2024
Q1 2024
|
Stone X Group Inc.
|
SELL
|
- |
-1.11K- 4.1% |
$90.5K - $91.4K
|
26K
$2.13M
|
|
|
May 02, 2024
Q1 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-1.11K- 5.9% |
$90.6K - $91.6K
|
17.7K
$1.45M
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-1.13K- 12.08% |
$92.3K - $93.3K
|
8.25K
$676K
|
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-1.14K- 21.32% |
$92.5K - $93.5K
|
4.19K
$344K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-1.15K- 14.04% |
$93.6K - $94.5K
|
7.03K
$577K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
SELL
|
- |
-1.16K- 60.29% |
$94.5K - $95.5K
|
764
$62.7K
|
|
|
May 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-1.16K- 9.82% |
$94.6K - $95.6K
|
10.7K
$875K
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.16K- 45.34% |
$94.7K - $95.7K
|
1.4K
$115K
|
|
|
Apr 19, 2024
Q1 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-1.17K- 10.69% |
$95.6K - $96.6K
|
9.8K
$804K
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.19K- 5.45% |
$96.6K - $97.6K
|
20.6K
$1.69M
|
|
|
Apr 30, 2024
Q1 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-1.19K- 2.23% |
$97.2K - $98.2K
|
52.2K
$4.28M
|
|
|
Apr 11, 2024
Q1 2024
|
Single Point Partners, LLC
|
SELL
|
- |
-1.21K- 3.25% |
$98.8K - $99.9K
|
36.1K
$2.96M
|
|
|
May 01, 2024
Q1 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-1.25K- 16.66% |
$102K - $103K
|
6.27K
$515K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.28K- 1.92% |
$104K - $106K
|
65.4K
$5.37M
|
|
|
Apr 19, 2024
Q1 2024
|
Ndwm LLC
La Jolla, CA |
SELL
|
- |
-1.29K- 7.71% |
$105K - $106K
|
15.4K
$1.26M
|
|
|
Apr 16, 2024
Q1 2024
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-1.29K- 10.93% |
$105K - $106K
|
10.5K
$864K
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-1.3K- 5.24% |
$106K - $107K
|
23.6K
$1.93M
|
|
|
Apr 24, 2024
Q1 2024
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-1.32K- 12.73% |
$108K - $109K
|
9.07K
$744K
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.38K- 0.19% |
$112K - $113K
|
713K
$58.5M
|
|
|
May 13, 2024
Q1 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-1.38K- 6.95% |
$112K - $114K
|
18.5K
$1.52M
|
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-1.41K- 17.18% |
$115K - $116K
|
6.79K
$557K
|
|
|
May 14, 2024
Q1 2024
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-1.42K- 3.21% |
$116K - $117K
|
42.9K
$3.52M
|
|
|
Apr 24, 2024
Q1 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-1.42K- 4.36% |
$116K - $117K
|
31.2K
$2.56M
|
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.48K- 12.57% |
$120K - $121K
|
10.3K
$842K
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.48K- 11.28% |
$120K - $122K
|
11.6K
$953K
|
|
|
May 02, 2024
Q1 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-1.51K- 11.45% |
$123K - $124K
|
11.7K
$957K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-1.52K- 44.85% |
$124K - $125K
|
1.87K
$154K
|
|
|
May 01, 2024
Q1 2024
|
Seelaus Asset Management LLC
|
SELL
|
- |
-1.54K- 22.72% |
$125K - $126K
|
5.22K
$428K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.54K- 68.24% |
$126K - $127K
|
718
$58.9K
|
|
|
Oct 02, 2024
Q1 2024
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-1.55K- 8.67% |
$126K - $127K
|
16.3K
$1.34M
|
|
|
Apr 15, 2024
Q1 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-1.58K- 18.92% |
$129K - $130K
|
6.76K
$555K
|