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 14, 2024
Q1 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
74.9KNew |
$6.1M - $6.17M
|
74.9K
$6.14M
|
|
|
May 15, 2024
Q1 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
69.3K+ 24.75% |
$5.65M - $5.71M
|
350K
$28.7M
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
67K+ 46.19% |
$5.46M - $5.52M
|
212K
$17.4M
|
|
|
May 13, 2024
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
66.9K+ 541.58% |
$5.45M - $5.5M
|
79.2K
$6.5M
|
|
|
Apr 25, 2024
Q1 2024
|
Mtc Wealth Management LLC
|
BUY
|
- |
65.1K+ 116.28% |
$5.3M - $5.36M
|
121K
$9.93M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
64.8K+ 31.59% |
$5.28M - $5.33M
|
270K
$22.1M
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
64.3K+ 73.12% |
$5.24M - $5.29M
|
152K
$12.5M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
60.1K+ 23.2% |
$4.89M - $4.95M
|
319K
$26.2M
|
|
|
May 15, 2024
Q1 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
59.2KNew |
$4.83M - $4.88M
|
59.2K
$4.86M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
58.9K+ 84.52% |
$4.8M - $4.85M
|
129K
$10.6M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
57.9K+ 81.66% |
$4.72M - $4.77M
|
129K
$10.6M
|
|
|
May 13, 2024
Q1 2024
|
Natixis
Paris, I0 |
BUY
|
- |
56.2KNew |
$4.58M - $4.63M
|
56.2K
$4.61M
|
|
|
Apr 23, 2024
Q1 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
53.8KNew |
$4.39M - $4.43M
|
53.8K
$4.42M
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
53.8KNew |
$4.38M - $4.43M
|
53.8K
$4.41M
|
|
|
May 01, 2024
Q1 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
52.5K+ 219.71% |
$4.28M - $4.33M
|
76.4K
$6.27M
|
|
|
Apr 10, 2024
Q1 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
50.4K+ 11.67% |
$4.11M - $4.15M
|
482K
$39.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
50.3KNew |
$4.1M - $4.14M
|
50.3K
$4.13M
|
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
49.7K+ 163.52% |
$4.05M - $4.09M
|
80K
$6.57M
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
49K+ 4.75% |
$3.99M - $4.03M
|
1.08M
$88.5M
|
|
|
May 14, 2024
Q1 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
44.9K+ 27.5% |
$3.66M - $3.7M
|
208K
$17.1M
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
44.1K+ 14.22% |
$3.59M - $3.63M
|
354K
$29M
|
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
BUY
|
- |
44KNew |
$3.59M - $3.63M
|
44K
$3.61M
|
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
BUY
|
- |
43.6K+ 24.52% |
$3.55M - $3.59M
|
221K
$18.1M
|
|
|
May 14, 2024
Q1 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
40.4K+ 147.02% |
$3.29M - $3.33M
|
67.9K
$5.57M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
40.3K+ 1434.5% |
$3.29M - $3.32M
|
43.2K
$3.54M
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
39.2K+ 224.41% |
$3.19M - $3.22M
|
56.6K
$4.64M
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
38.5K+ 110.73% |
$3.14M - $3.17M
|
73.2K
$6.01M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
37.8K+ 265.46% |
$3.08M - $3.11M
|
52K
$4.26M
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
35.9K+ 45.27% |
$2.93M - $2.96M
|
115K
$9.46M
|
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
33.2K+ 26.01% |
$2.71M - $2.74M
|
161K
$13.2M
|
|
|
May 10, 2024
Q1 2024
|
Patten & Patten Inc
|
BUY
|
- |
32.7KNew |
$2.66M - $2.69M
|
32.7K
$2.68M
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
31.8K+ 11.12% |
$2.59M - $2.62M
|
318K
$26.1M
|
|
|
May 03, 2024
Q1 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
30.8K+ 118.63% |
$2.51M - $2.54M
|
56.8K
$4.66M
|
|
|
Jun 28, 2024
Q1 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
30.4KNew |
$2.47M - $2.5M
|
30.4K
$2.49M
|
|
|
May 02, 2024
Q1 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
29.7K+ 10.95% |
$2.42M - $2.45M
|
301K
$24.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
29.5K+ 26.19% |
$2.4M - $2.43M
|
142K
$11.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
29.3K+ 26.61% |
$2.39M - $2.42M
|
140K
$11.4M
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
28.3KNew |
$2.3M - $2.33M
|
28.3K
$2.32M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
26.8KNew |
$2.19M - $2.21M
|
26.8K
$2.2M
|
|
|
May 01, 2024
Q1 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
26.5K+ 31.13% |
$2.16M - $2.18M
|
111K
$9.15M
|
|
|
May 08, 2024
Q1 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
25.9KNew |
$2.11M - $2.14M
|
25.9K
$2.13M
|
|
|
May 20, 2024
Q1 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
25.8KNew |
$2.1M - $2.13M
|
25.8K
$2.12M
|
|
|
Apr 18, 2024
Q1 2024
|
Well Done, LLC
|
BUY
|
- |
25.2K+ 141.29% |
$2.05M - $2.07M
|
43K
$3.53M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
25.1K+ 68.69% |
$2.05M - $2.07M
|
61.7K
$5.06M
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
24.9K+ 179.16% |
$2.03M - $2.05M
|
38.7K
$3.18M
|
|
|
May 14, 2024
Q1 2024
|
Strong Box Wealth, LLC
|
BUY
|
- |
24.1K+ 37.21% |
$1.96M - $1.98M
|
88.7K
$7.28M
|
|
|
May 06, 2024
Q1 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
23.9K+ 295.31% |
$1.95M - $1.97M
|
32K
$2.62M
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
23.8K+ 49.44% |
$1.94M - $1.96M
|
71.9K
$5.9M
|
|
|
May 08, 2024
Q1 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
23.5K+ 15.81% |
$1.92M - $1.94M
|
172K
$14.1M
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
23.4K+ 391.17% |
$1.91M - $1.93M
|
29.4K
$2.41M
|