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 09, 2024
Q1 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-6.42K- 34.46% |
$523K - $528K
|
12.2K
$1M
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-6.56K- 13.0% |
$534K - $540K
|
43.9K
$3.6M
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-6.58K- 18.86% |
$536K - $542K
|
28.3K
$2.32M
|
|
|
Apr 16, 2024
Q1 2024
|
Family Wealth Partners, LLC
Matthews, NC |
SELL
|
- |
-6.62K- 16.96% |
$539K - $545K
|
32.4K
$2.66M
|
|
|
Apr 18, 2024
Q1 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-6.62K- 72.99% |
$539K - $545K
|
2.45K
$201K
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-6.71K- 60.86% |
$547K - $553K
|
4.32K
$354K
|
|
|
May 06, 2024
Q1 2024
|
Empowered Funds, LLC
|
SELL
|
- |
-6.85K- 40.23% |
$558K - $564K
|
10.2K
$834K
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-7.02K- 7.22% |
$572K - $578K
|
90.2K
$7.4M
|
|
|
May 15, 2024
Q1 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-7.15K- 46.37% |
$582K - $588K
|
8.27K
$678K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-7.41K- 19.17% |
$604K - $610K
|
31.2K
$2.56M
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-7.49K- 11.89% |
$610K - $617K
|
55.5K
$4.55M
|
|
|
May 15, 2024
Q1 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-7.63K- 76.31% |
$621K - $628K
|
2.37K
$194K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-7.93K- 9.18% |
$646K - $653K
|
78.5K
$6.44M
|
|
|
May 06, 2024
Q1 2024
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-8.3K- 9.4% |
$676K - $683K
|
79.9K
$6.56M
|
|
|
May 03, 2024
Q1 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-8.31K- 23.39% |
$677K - $684K
|
27.2K
$2.23M
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-8.35K- 8.38% |
$680K - $687K
|
91.2K
$7.48M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-8.5K- 13.93% |
$693K - $700K
|
52.5K
$4.31M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-8.86K- 19.62% |
$722K - $729K
|
36.3K
$2.98M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-8.89K- 12.19% |
$725K - $732K
|
64.1K
$5.25M
|
|
|
Jun 27, 2024
Q1 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-8.9KClosed |
$725K - $733K
|
0
$0
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-9.34K- 27.89% |
$761K - $769K
|
24.2K
$1.98M
|
|
|
Apr 23, 2024
Q1 2024
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-9.37K- 37.19% |
$764K - $772K
|
15.8K
$1.3M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-9.42K- 5.48% |
$768K - $776K
|
163K
$13.3M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-9.84K- 2.46% |
$802K - $810K
|
390K
$32M
|
|
|
May 15, 2024
Q1 2024
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-9.93K- 12.95% |
$809K - $817K
|
66.7K
$5.47M
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-10K- 19.89% |
$818K - $826K
|
40.4K
$3.32M
|
|
|
Apr 19, 2024
Q1 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-10.2K- 18.46% |
$832K - $841K
|
45.1K
$3.7M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-10.4K- 13.58% |
$847K - $856K
|
66.1K
$5.43M
|
|
|
May 13, 2024
Q1 2024
|
Fwl Investment Management, LLC
|
SELL
|
- |
-10.6K- 63.04% |
$860K - $869K
|
6.19K
$508K
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-10.8K- 23.42% |
$879K - $888K
|
35.3K
$2.89M
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-10.9K- 57.57% |
$888K - $897K
|
8.03K
$659K
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-11K- 31.8% |
$897K - $907K
|
23.6K
$1.94M
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-11K- 18.9% |
$900K - $910K
|
47.4K
$3.89M
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
SELL
|
- |
-11.1K- 3.43% |
$902K - $912K
|
312K
$25.6M
|
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-11.3K- 18.15% |
$918K - $928K
|
50.8K
$4.17M
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-11.4K- 13.24% |
$931K - $941K
|
74.9K
$6.14M
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-11.8K- 31.39% |
$960K - $970K
|
25.8K
$2.11M
|
|
|
Apr 11, 2024
Q1 2024
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-11.8K- 74.88% |
$961K - $971K
|
3.95K
$324K
|
|
|
May 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-11.9K- 10.25% |
$971K - $981K
|
104K
$8.56M
|
|
|
Apr 19, 2024
Q1 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-12.4K- 58.47% |
$1.01M - $1.02M
|
8.83K
$725K
|
|
|
May 09, 2024
Q1 2024
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-12.7K- 40.44% |
$1.04M - $1.05M
|
18.7K
$1.54M
|
|
|
Apr 22, 2024
Q1 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-12.8K- 54.46% |
$1.04M - $1.05M
|
10.7K
$875K
|
|
|
Apr 15, 2024
Q1 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-13.9K- 55.73% |
$1.13M - $1.14M
|
11K
$904K
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-14K- 6.55% |
$1.14M - $1.15M
|
199K
$16.3M
|
|
|
May 08, 2024
Q1 2024
|
3 Edge Asset Management, LP
|
SELL
|
- |
-14K- 7.49% |
$1.14M - $1.16M
|
173K
$14.2M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-14.5K- 5.48% |
$1.18M - $1.19M
|
249K
$20.5M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-14.9K- 10.1% |
$1.21M - $1.23M
|
133K
$10.9M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-15.2K- 12.75% |
$1.24M - $1.26M
|
104K
$8.56M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-15.8K- 8.38% |
$1.29M - $1.3M
|
173K
$14.2M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-16.9K- 64.43% |
$1.38M - $1.39M
|
9.35K
$767K
|