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 02, 2024
Q1 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-49.9K- 39.47% |
$4.07M - $4.11M
|
76.6K
$6.28M
|
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-51.6K- 36.43% |
$4.2M - $4.25M
|
90K
$7.38M
|
|
|
Apr 04, 2024
Q1 2024
|
Lake Hills Wealth Management, LLC
|
SELL
|
- |
-53.5K- 28.1% |
$4.36M - $4.41M
|
137K
$11.2M
|
|
|
Apr 19, 2024
Q1 2024
|
Advisor Resource Council
|
SELL
|
- |
-54.7K- 94.63% |
$4.46M - $4.5M
|
3.1K
$254K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-59.9K- 3.67% |
$4.88M - $4.94M
|
1.57M
$129M
|
|
|
May 03, 2024
Q1 2024
|
Easterly Investment Partners LLC
|
SELL
|
- |
-60K- 89.91% |
$4.89M - $4.94M
|
6.73K
$552K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-61.3K- 89.39% |
$4.99M - $5.04M
|
7.27K
$596K
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-64.6K- 26.04% |
$5.27M - $5.32M
|
184K
$15.1M
|
|
|
Aug 20, 2024
Q1 2024
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-65.5K- 10.88% |
$5.34M - $5.39M
|
537K
$44M
|
|
|
May 14, 2024
Q1 2024
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-65.5K- 10.88% |
$5.34M - $5.39M
|
537K
$44M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-66.4K- 3.88% |
$5.41M - $5.46M
|
1.65M
$135M
|
|
|
May 15, 2024
Q1 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-68.1K- 45.03% |
$5.55M - $5.61M
|
83.1K
$6.82M
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-72.8K- 83.24% |
$5.93M - $5.99M
|
14.6K
$1.2M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-73K- 2.31% |
$5.95M - $6.01M
|
3.08M
$253M
|
|
|
May 13, 2024
Q1 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-73K- 87.34% |
$5.95M - $6.01M
|
10.6K
$868K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-73.1K- 73.22% |
$5.95M - $6.02M
|
26.7K
$2.19M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-76.3K- 3.11% |
$6.22M - $6.28M
|
2.37M
$195M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-77.6K- 2.46% |
$6.32M - $6.39M
|
3.08M
$253M
|
|
|
Apr 18, 2024
Q1 2024
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-82K- 95.46% |
$6.69M - $6.76M
|
3.9K
$320K
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
SELL
|
- |
-89K- 80.4% |
$7.26M - $7.33M
|
21.7K
$1.78M
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-94.4K- 24.77% |
$7.69M - $7.77M
|
287K
$23.5M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-94.7K- 9.84% |
$7.71M - $7.79M
|
867K
$71.1M
|
|
|
Apr 25, 2024
Q1 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-96K- 51.46% |
$7.83M - $7.91M
|
90.6K
$7.43M
|
|
|
May 15, 2024
Q1 2024
|
Innova Wealth Partners
|
SELL
|
- |
-102K- 53.69% |
$8.3M - $8.39M
|
87.9K
$7.21M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-109K- 10.15% |
$8.88M - $8.97M
|
964K
$79.1M
|
|
|
May 13, 2024
Q1 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-112K- 48.69% |
$9.12M - $9.21M
|
118K
$9.67M
|
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-118K- 50.57% |
$9.62M - $9.72M
|
115K
$9.47M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-121K- 10.24% |
$9.88M - $9.98M
|
1.06M
$87.2M
|
|
|
May 03, 2024
Q1 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-125K- 96.31% |
$10.2M - $10.3M
|
4.78K
$392K
|
|
|
May 07, 2024
Q1 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-125K- 91.63% |
$10.2M - $10.3M
|
11.4K
$938K
|
|
|
Apr 12, 2024
Q1 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-137K- 77.18% |
$11.2M - $11.3M
|
40.5K
$3.32M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-147K- 68.74% |
$12M - $12.1M
|
67K
$5.5M
|
|
|
May 15, 2024
Q1 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-152K- 87.61% |
$12.4M - $12.5M
|
21.5K
$1.76M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-168K- 79.11% |
$13.7M - $13.8M
|
44.3K
$3.63M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-172K- 12.3% |
$14.1M - $14.2M
|
1.23M
$101M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-181K- 3.4% |
$14.8M - $14.9M
|
5.15M
$423M
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-191K- 5.83% |
$15.5M - $15.7M
|
3.08M
$252M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-193K- 25.17% |
$15.8M - $15.9M
|
575K
$47.2M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-215K- 19.44% |
$17.5M - $17.7M
|
892K
$73.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-233K- 39.34% |
$19M - $19.2M
|
359K
$29.4M
|
|
|
May 09, 2024
Q1 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-239K- 98.06% |
$19.5M - $19.7M
|
4.71K
$387K
|
|
|
May 14, 2024
Q1 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-253K- 42.25% |
$20.6M - $20.8M
|
346K
$28.4M
|
|
|
May 15, 2024
Q1 2024
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-262K- 87.28% |
$21.3M - $21.5M
|
38.1K
$3.13M
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
SELL
|
- |
-298K- 19.54% |
$24.3M - $24.5M
|
1.23M
$101M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-319K- 25.3% |
$26M - $26.3M
|
943K
$77.3M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-368K- 79.84% |
$30M - $30.3M
|
92.8K
$7.61M
|
|
|
Apr 15, 2024
Q1 2024
|
Clarity Financial LLC
|
SELL
|
- |
-375K- 40.78% |
$30.6M - $30.9M
|
545K
$44.7M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-442K- 8.05% |
$36M - $36.4M
|
5.04M
$414M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-445K- 97.33% |
$36.3M - $36.7M
|
12.2K
$1M
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-463K- 85.25% |
$37.7M - $38.1M
|
80.1K
$6.57M
|