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 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-1.58K- 21.86% |
$129K - $130K
|
5.64K
$463K
|
|
|
May 13, 2024
Q1 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-1.62K- 5.93% |
$132K - $133K
|
25.6K
$2.1M
|
|
|
May 01, 2024
Q1 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-1.66K- 32.79% |
$135K - $137K
|
3.41K
$279K
|
|
|
Apr 15, 2024
Q1 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-1.67K- 6.67% |
$136K - $137K
|
23.4K
$1.92M
|
|
|
May 10, 2024
Q1 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-1.67K- 8.73% |
$136K - $138K
|
17.5K
$1.43M
|
|
|
May 10, 2024
Q1 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-1.7K- 19.45% |
$139K - $140K
|
7.05K
$578K
|
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.71K- 10.75% |
$139K - $141K
|
14.2K
$1.17M
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-1.73K- 30.74% |
$141K - $142K
|
3.9K
$320K
|
|
|
Apr 12, 2024
Q1 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-1.78K- 25.6% |
$145K - $146K
|
5.17K
$424K
|
|
|
May 08, 2024
Q1 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-1.81K- 7.03% |
$147K - $149K
|
23.9K
$1.96M
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
SELL
|
- |
-1.81K- 9.1% |
$148K - $149K
|
18.1K
$1.48M
|
|
|
May 10, 2024
Q1 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-1.87K- 26.16% |
$152K - $154K
|
5.28K
$433K
|
|
|
Apr 16, 2024
Q1 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-1.87K- 4.55% |
$153K - $154K
|
39.3K
$3.23M
|
|
|
Apr 29, 2024
Q1 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-1.88K- 30.29% |
$153K - $155K
|
4.33K
$356K
|
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.94K- 3.66% |
$158K - $159K
|
51K
$4.18M
|
|
|
May 14, 2024
Q1 2024
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-1.99K- 3.08% |
$162K - $164K
|
62.7K
$5.14M
|
|
|
May 09, 2024
Q1 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-2K- 6.5% |
$163K - $165K
|
28.8K
$2.36M
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-2.03K- 6.55% |
$165K - $167K
|
28.9K
$2.37M
|
|
|
May 06, 2024
Q1 2024
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-2.04K- 1.52% |
$166K - $168K
|
132K
$10.8M
|
|
|
May 13, 2024
Q1 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-2.06K- 9.47% |
$167K - $169K
|
19.6K
$1.61M
|
|
|
Apr 16, 2024
Q1 2024
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-2.07K- 4.3% |
$169K - $171K
|
46.1K
$3.79M
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-2.11K- 42.69% |
$172K - $174K
|
2.84K
$233K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-2.19K- 12.92% |
$179K - $181K
|
14.8K
$1.21M
|
|
|
May 13, 2024
Q1 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-2.25K- 37.04% |
$183K - $185K
|
3.83K
$314K
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-2.25K- 35.54% |
$183K - $185K
|
4.08K
$335K
|
|
|
Apr 15, 2024
Q1 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-2.28K- 24.25% |
$186K - $187K
|
7.11K
$583K
|
|
|
May 14, 2024
Q1 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-2.31K- 32.14% |
$188K - $190K
|
4.87K
$399K
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-2.31K- 9.29% |
$188K - $190K
|
22.5K
$1.85M
|
|
|
Aug 08, 2024
Q1 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-2.37K- 9.72% |
$193K - $195K
|
22K
$1.81M
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-2.41K- 13.93% |
$197K - $199K
|
14.9K
$1.22M
|
|
|
May 14, 2024
Q1 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-2.47K- 24.87% |
$201K - $203K
|
7.46K
$612K
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
SELL
|
- |
-2.5K- 73.36% |
$204K - $206K
|
908
$74.5K
|
|
|
May 10, 2024
Q1 2024
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-2.56K- 6.02% |
$209K - $211K
|
40K
$3.28M
|
|
|
May 15, 2024
Q1 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-2.57K- 19.62% |
$210K - $212K
|
10.5K
$864K
|
|
|
Apr 29, 2024
Q1 2024
|
Durante & Waters, LLC
Brewster, NY |
SELL
|
- |
-2.57K- 3.34% |
$210K - $212K
|
74.4K
$6.11M
|
|
|
May 15, 2024
Q1 2024
|
Amundi
Paris, I0 |
SELL
|
- |
-2.6K- 0.72% |
$212K - $214K
|
359K
$29.4M
|
|
|
Apr 26, 2024
Q1 2024
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-2.63K- 37.86% |
$214K - $216K
|
4.31K
$354K
|
|
|
Apr 30, 2024
Q1 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-2.68K- 94.54% |
$219K - $221K
|
155
$12.7K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-2.7K- 9.8% |
$220K - $222K
|
24.8K
$2.03M
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-2.7K- 11.39% |
$220K - $223K
|
21K
$1.73M
|
|
|
Apr 09, 2024
Q1 2024
|
New Capital Management LP
|
SELL
|
- |
-2.73K- 6.91% |
$222K - $224K
|
36.7K
$3.01M
|
|
|
May 15, 2024
Q1 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-2.78K- 14.36% |
$226K - $229K
|
16.6K
$1.36M
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-2.78K- 13.65% |
$227K - $229K
|
17.6K
$1.44M
|
|
|
Apr 24, 2024
Q1 2024
|
Country Club Bank
|
SELL
|
- |
-2.8K- 3.92% |
$228K - $231K
|
68.6K
$5.63M
|
|
|
Apr 18, 2024
Q1 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-2.81K- 17.14% |
$229K - $232K
|
13.6K
$1.12M
|
|
|
Apr 02, 2024
Q1 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-2.82K- 3.88% |
$230K - $232K
|
69.7K
$5.72M
|
|
|
Apr 26, 2024
Q1 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-2.88K- 4.05% |
$235K - $237K
|
68.4K
$5.61M
|
|
|
May 01, 2024
Q1 2024
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-2.94K- 42.5% |
$239K - $242K
|
3.97K
$326K
|
|
|
May 08, 2024
Q1 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-2.97K- 97.28% |
$242K - $245K
|
83
$6.81K
|
|
|
May 07, 2024
Q1 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-2.98K- 9.72% |
$243K - $246K
|
27.7K
$2.27M
|