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 15, 2024
Q1 2024
|
Edge Wealth Management LLC
|
SELL
|
- |
-17.4K- 4.51% |
$1.42M - $1.43M
|
368K
$30.2M
|
|
|
May 14, 2024
Q1 2024
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-17.7K- 2.43% |
$1.44M - $1.46M
|
711K
$58.3M
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
SELL
|
- |
-17.8K- 58.22% |
$1.45M - $1.46M
|
12.8K
$1.05M
|
|
|
Apr 19, 2024
Q1 2024
|
Veracity Capital LLC
|
SELL
|
- |
-17.8K- 35.27% |
$1.45M - $1.47M
|
32.7K
$2.68M
|
|
|
Apr 15, 2024
Q1 2024
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-18.1K- 35.4% |
$1.47M - $1.49M
|
33K
$2.71M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-18.8K- 4.46% |
$1.53M - $1.55M
|
403K
$33.1M
|
|
|
May 15, 2024
Q1 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-18.9K- 27.49% |
$1.54M - $1.56M
|
49.8K
$4.09M
|
|
|
May 01, 2024
Q1 2024
|
James Investment Research Inc
|
SELL
|
- |
-19.1K- 12.36% |
$1.56M - $1.57M
|
136K
$11.1M
|
|
|
Apr 17, 2024
Q1 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-21.1K- 16.78% |
$1.72M - $1.73M
|
104K
$8.57M
|
|
|
May 02, 2024
Q1 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-21.5K- 27.17% |
$1.75M - $1.77M
|
57.6K
$4.72M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-21.6K- 11.04% |
$1.76M - $1.78M
|
174K
$14.3M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-22K- 0.79% |
$1.79M - $1.81M
|
2.77M
$227M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-22.2K- 7.33% |
$1.81M - $1.83M
|
281K
$23M
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-22.4K- 44.3% |
$1.82M - $1.84M
|
28.1K
$2.3M
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-23.7K- 6.21% |
$1.93M - $1.95M
|
358K
$29.4M
|
|
|
Apr 12, 2024
Q1 2024
|
Twele Capital Management, Inc.
|
SELL
|
- |
-24.7K- 81.54% |
$2.02M - $2.04M
|
5.6K
$459K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-24.8K- 37.74% |
$2.02M - $2.04M
|
41K
$3.36M
|
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-24.9K- 73.45% |
$2.03M - $2.05M
|
8.99K
$738K
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-26K- 19.87% |
$2.12M - $2.14M
|
105K
$8.6M
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-26.2K- 42.7% |
$2.14M - $2.16M
|
35.2K
$2.89M
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-26.6K- 3.69% |
$2.17M - $2.19M
|
695K
$57M
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-27.4K- 10.75% |
$2.23M - $2.26M
|
227K
$18.7M
|
|
|
Apr 25, 2024
Q1 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-27.9K- 20.35% |
$2.27M - $2.3M
|
109K
$8.95M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-27.9K- 10.0% |
$2.27M - $2.3M
|
251K
$20.6M
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-28.6K- 90.88% |
$2.33M - $2.35M
|
2.87K
$235K
|
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-29.4K- 66.93% |
$2.4M - $2.42M
|
14.5K
$1.19M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-30.1K- 28.32% |
$2.46M - $2.48M
|
76.3K
$6.26M
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-33.1K- 30.84% |
$2.69M - $2.72M
|
74.1K
$6.08M
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
SELL
|
- |
-33.3K- 91.79% |
$2.71M - $2.74M
|
2.98K
$244K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-33.5K- 13.26% |
$2.73M - $2.76M
|
219K
$18M
|
|
|
May 14, 2024
Q1 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-34K- 72.85% |
$2.77M - $2.8M
|
12.7K
$1.04M
|
|
|
May 07, 2024
Q1 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-34.2K- 82.21% |
$2.78M - $2.81M
|
7.39K
$606K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-34.4K- 94.58% |
$2.81M - $2.83M
|
1.97K
$162K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-34.5K- 65.48% |
$2.81M - $2.84M
|
18.2K
$1.49M
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-35.9K- 13.03% |
$2.92M - $2.96M
|
240K
$19.7M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-36K- 15.23% |
$2.94M - $2.97M
|
201K
$16.5M
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
SELL
|
- |
-38K- 7.78% |
$3.09M - $3.13M
|
450K
$37M
|
|
|
May 09, 2024
Q1 2024
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-38K- 6.01% |
$3.1M - $3.13M
|
594K
$48.7M
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-38.8K- 65.2% |
$3.16M - $3.2M
|
20.7K
$1.7M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-39.4K- 47.27% |
$3.21M - $3.25M
|
44K
$3.61M
|
|
|
Apr 30, 2024
Q1 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-40.6K- 31.09% |
$3.31M - $3.34M
|
90K
$7.38M
|
|
|
Aug 14, 2024
Q1 2024
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-40.6K- 65.07% |
$3.31M - $3.34M
|
21.8K
$1.79M
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-41K- 91.67% |
$3.34M - $3.38M
|
3.73K
$306K
|
|
|
May 01, 2024
Q1 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-41.4K- 75.56% |
$3.37M - $3.41M
|
13.4K
$1.1M
|
|
|
May 14, 2024
Q1 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-41.6K- 15.48% |
$3.39M - $3.43M
|
227K
$18.7M
|
|
|
May 08, 2024
Q1 2024
|
Private Management Group Inc
|
SELL
|
- |
-43.1K- 20.81% |
$3.52M - $3.55M
|
164K
$13.5M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-44.7K- 0.96% |
$3.64M - $3.68M
|
4.59M
$377M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-44.8K- 43.5% |
$3.65M - $3.69M
|
58.2K
$4.78M
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-47.6K- 66.7% |
$3.88M - $3.92M
|
23.8K
$1.95M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-49.7K- 44.33% |
$4.05M - $4.09M
|
62.4K
$5.12M
|