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 |
---|---|---|---|---|---|---|---|
Apr 22, 2024
Q1 2024
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-3.01K- 12.65% |
$245K - $247K
|
20.7K
$1.7M
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-3.05K- 40.34% |
$248K - $251K
|
4.51K
$370K
|
|
May 14, 2024
Q1 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-3.06K- 43.47% |
$249K - $252K
|
3.98K
$327K
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-3.09K- 42.71% |
$252K - $254K
|
4.14K
$340K
|
|
Apr 25, 2024
Q1 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-3.09K- 2.22% |
$252K - $254K
|
136K
$11.2M
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-3.17K- 65.93% |
$258K - $261K
|
1.64K
$134K
|
|
Apr 16, 2024
Q1 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
SELL
|
- |
-3.25K- 20.98% |
$265K - $268K
|
12.2K
$1M
|
|
May 10, 2024
Q1 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-3.38K- 12.85% |
$275K - $278K
|
22.9K
$1.88M
|
|
May 14, 2024
Q1 2024
|
Biltmore Family Office, LLC
|
SELL
|
- |
-3.39K- 3.94% |
$277K - $279K
|
82.7K
$6.78M
|
|
Apr 11, 2024
Q1 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-3.43K- 6.0% |
$279K - $282K
|
53.7K
$4.41M
|
|
May 14, 2024
Q1 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-3.45K- 56.13% |
$281K - $284K
|
2.7K
$221K
|
|
May 01, 2024
Q1 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
SELL
|
- |
-3.47K- 7.39% |
$282K - $285K
|
43.4K
$3.56M
|
|
May 13, 2024
Q1 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-3.6K- 28.37% |
$293K - $296K
|
9.08K
$744K
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-3.62K- 23.79% |
$295K - $298K
|
11.6K
$951K
|
|
May 10, 2024
Q1 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.75K- 7.1% |
$306K - $309K
|
49.1K
$4.03M
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-3.79K- 54.92% |
$309K - $312K
|
3.11K
$255K
|
|
May 10, 2024
Q1 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-3.84K- 5.92% |
$313K - $316K
|
61K
$5.01M
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-3.99K- 20.02% |
$325K - $329K
|
16K
$1.31M
|
|
May 13, 2024
Q1 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-4.05K- 0.44% |
$330K - $334K
|
910K
$74.6M
|
|
Apr 29, 2024
Q1 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-4.12K- 35.8% |
$335K - $339K
|
7.38K
$605K
|
|
Apr 23, 2024
Q1 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-4.13K- 10.28% |
$337K - $340K
|
36.1K
$2.96M
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-4.21K- 5.75% |
$343K - $347K
|
69K
$5.66M
|
|
May 01, 2024
Q1 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-4.29K- 40.8% |
$349K - $353K
|
6.22K
$510K
|
|
May 02, 2024
Q1 2024
|
Auxano Advisors, LLC
|
SELL
|
- |
-4.31K- 4.91% |
$351K - $355K
|
83.4K
$6.84M
|
|
Apr 10, 2024
Q1 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-4.34K- 46.08% |
$354K - $358K
|
5.08K
$417K
|
|
Apr 25, 2024
Q1 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-4.35K- 18.78% |
$355K - $358K
|
18.8K
$1.54M
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-4.43K- 12.77% |
$361K - $365K
|
30.3K
$2.48M
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-4.48K- 7.16% |
$365K - $369K
|
58.1K
$4.76M
|
|
Apr 26, 2024
Q1 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-4.48K- 36.62% |
$365K - $369K
|
7.75K
$636K
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.6K- 2.98% |
$375K - $379K
|
150K
$12.3M
|
|
May 10, 2024
Q1 2024
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-4.73K- 3.9% |
$385K - $389K
|
116K
$9.55M
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-4.85K- 27.43% |
$395K - $399K
|
12.8K
$1.05M
|
|
May 10, 2024
Q1 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-4.9K- 38.96% |
$399K - $403K
|
7.67K
$629K
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-5.01K- 18.74% |
$408K - $412K
|
21.7K
$1.78M
|
|
Apr 18, 2024
Q1 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-5.04K- 19.28% |
$410K - $415K
|
21.1K
$1.73M
|
|
May 02, 2024
Q1 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-5.06K- 15.96% |
$412K - $417K
|
26.6K
$2.19M
|
|
May 08, 2024
Q1 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-5.13K- 95.71% |
$418K - $423K
|
230
$18.9K
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-5.25K- 3.52% |
$428K - $432K
|
144K
$11.8M
|
|
May 06, 2024
Q1 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-5.45K- 10.11% |
$444K - $449K
|
48.5K
$3.98M
|
|
May 13, 2024
Q1 2024
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-5.46K- 42.79% |
$445K - $450K
|
7.3K
$599K
|
|
Apr 15, 2024
Q1 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-5.47K- 14.32% |
$445K - $450K
|
32.7K
$2.68M
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-5.55K- 3.83% |
$452K - $457K
|
139K
$11.4M
|
|
May 01, 2024
Q1 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-5.6K- 66.13% |
$456K - $461K
|
2.87K
$235K
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-5.73K- 68.65% |
$467K - $472K
|
2.62K
$215K
|
|
Apr 24, 2024
Q1 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-5.88K- 51.87% |
$479K - $484K
|
5.46K
$448K
|
|
May 10, 2024
Q1 2024
|
Retirement Financial Solutions, LLC
Knoxville, TN |
SELL
|
- |
-5.92K- 9.71% |
$482K - $487K
|
55K
$4.51M
|
|
May 13, 2024
Q1 2024
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-5.93K- 29.94% |
$483K - $489K
|
13.9K
$1.14M
|
|
May 14, 2024
Q1 2024
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-6.08K- 15.95% |
$495K - $500K
|
32K
$2.63M
|
|
May 15, 2024
Q1 2024
|
Becker Capital Management Inc
|
SELL
|
- |
-6.31K- 6.82% |
$514K - $519K
|
86.2K
$7.07M
|
|
Apr 22, 2024
Q1 2024
|
Sollinda Capital Management LLC
Hickory, NC |
SELL
|
- |
-6.31K- 49.7% |
$514K - $520K
|
6.39K
$524K
|