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 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
23.2K+ 1012.03% |
$1.89M - $1.91M
|
25.5K
$2.09M
|
|
|
Apr 05, 2024
Q1 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
23.1K+ 30.21% |
$1.88M - $1.9M
|
99.4K
$8.15M
|
|
|
Oct 21, 2024
Q1 2024
|
Wt Wealth Management
|
BUY
|
- |
22.8K+ 21.51% |
$1.86M - $1.88M
|
129K
$10.6M
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
22.3K+ 102.17% |
$1.82M - $1.83M
|
44.1K
$3.62M
|
|
|
May 15, 2024
Q1 2024
|
Gfg Capital, LLC
|
BUY
|
- |
22.1KNew |
$1.8M - $1.82M
|
22.1K
$1.81M
|
|
|
May 15, 2024
Q1 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
21.8K+ 46.26% |
$1.77M - $1.79M
|
68.8K
$5.64M
|
|
|
May 15, 2024
Q1 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
21.7KNew |
$1.77M - $1.79M
|
21.7K
$1.78M
|
|
|
Apr 11, 2024
Q1 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
21.6KNew |
$1.76M - $1.78M
|
21.6K
$1.77M
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
21.6K+ 4.09% |
$1.76M - $1.77M
|
549K
$45M
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
21.3K+ 30.45% |
$1.74M - $1.76M
|
91.4K
$7.5M
|
|
|
Apr 29, 2024
Q1 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
20.8K+ 17.88% |
$1.69M - $1.71M
|
137K
$11.2M
|
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
20.5K+ 37.08% |
$1.67M - $1.69M
|
75.9K
$6.23M
|
|
|
May 15, 2024
Q1 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
20.2KNew |
$1.64M - $1.66M
|
20.2K
$1.65M
|
|
|
May 08, 2024
Q1 2024
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
20.1KNew |
$1.64M - $1.66M
|
20.1K
$1.65M
|
|
|
Jun 04, 2024
Q1 2024
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
19.7KNew |
$1.61M - $1.63M
|
19.7K
$1.62M
|
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
19.4K+ 68.43% |
$1.58M - $1.6M
|
47.7K
$3.92M
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
19.4KNew |
$1.58M - $1.59M
|
19.4K
$1.59M
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
19.3K+ 227.95% |
$1.57M - $1.59M
|
27.8K
$2.28M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
19.2K+ 112.24% |
$1.57M - $1.58M
|
36.4K
$2.99M
|
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
BUY
|
- |
19.2K+ 35.17% |
$1.57M - $1.58M
|
73.8K
$6.06M
|
|
|
May 02, 2024
Q1 2024
|
Cambiar Investors LLC
|
BUY
|
- |
18.5K+ 34.49% |
$1.51M - $1.52M
|
72.1K
$5.91M
|
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
18.2KNew |
$1.48M - $1.5M
|
18.2K
$1.49M
|
|
|
Sep 06, 2024
Q1 2024
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
18.1K+ 16.68% |
$1.47M - $1.49M
|
127K
$10.4M
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
18.1K+ 2.22% |
$1.47M - $1.49M
|
834K
$68.4M
|
|
|
May 15, 2024
Q1 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
17.7K+ 530.88% |
$1.44M - $1.46M
|
21K
$1.72M
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
17.6K+ 87.56% |
$1.44M - $1.45M
|
37.7K
$3.1M
|
|
|
May 13, 2024
Q1 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
17.4K+ 10.63% |
$1.42M - $1.43M
|
181K
$14.9M
|
|
|
May 09, 2024
Q1 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
17.3K+ 2.57% |
$1.41M - $1.42M
|
690K
$56.6M
|
|
|
May 08, 2024
Q1 2024
|
Dorsey Wright & Associates
|
BUY
|
- |
17.1K+ 192.21% |
$1.4M - $1.41M
|
26K
$2.13M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
16.9K+ 185.01% |
$1.37M - $1.39M
|
26K
$2.13M
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
15.8KNew |
$1.29M - $1.3M
|
15.8K
$1.3M
|
|
|
May 14, 2024
Q1 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
15.7KNew |
$1.28M - $1.29M
|
15.7K
$1.29M
|
|
|
May 06, 2024
Q1 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
15.7KNew |
$1.28M - $1.29M
|
15.7K
$1.29M
|
|
|
Apr 19, 2024
Q1 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
15.7K+ 5.52% |
$1.28M - $1.29M
|
300K
$24.6M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
15.3K+ 31.44% |
$1.25M - $1.26M
|
64.1K
$5.26M
|
|
|
Apr 19, 2024
Q1 2024
|
American National Bank & Trust CO /Va/
Danville, VA |
BUY
|
- |
15.2KNew |
$1.24M - $1.25M
|
15.2K
$1.25M
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
15K+ 41.9% |
$1.22M - $1.23M
|
50.8K
$4.17M
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
15KNew |
$1.22M - $1.23M
|
15K
$1.23M
|
|
|
Apr 19, 2024
Q1 2024
|
Gen Trust, LLC
|
BUY
|
- |
14.9K+ 307.29% |
$1.22M - $1.23M
|
19.8K
$1.62M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
14.8K+ 34.67% |
$1.2M - $1.22M
|
57.3K
$4.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Starfox Financial Services, LLC
The Woodlands, TX |
BUY
|
- |
14.5K+ 9.49% |
$1.18M - $1.19M
|
167K
$13.7M
|
|
|
May 06, 2024
Q1 2024
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
14.5KNew |
$1.18M - $1.19M
|
14.5K
$1.19M
|
|
|
May 13, 2024
Q1 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
14.5K+ 14.92% |
$1.18M - $1.19M
|
112K
$9.15M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
14.3K+ 9.8% |
$1.17M - $1.18M
|
161K
$13.2M
|
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
BUY
|
- |
14.2K+ 14.77% |
$1.15M - $1.17M
|
110K
$9.03M
|
|
|
Apr 22, 2024
Q1 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
14K+ 6.8% |
$1.14M - $1.15M
|
220K
$18.1M
|
|
|
Apr 17, 2024
Q1 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
14K+ 43.27% |
$1.14M - $1.15M
|
46.4K
$3.81M
|
|
|
May 01, 2024
Q1 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
13.8K+ 5.99% |
$1.13M - $1.14M
|
245K
$20.1M
|
|
|
May 14, 2024
Q1 2024
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
13.3K+ 8.17% |
$1.08M - $1.09M
|
176K
$14.4M
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Asset Management LLC
|
BUY
|
- |
13.2K+ 19.0% |
$1.07M - $1.08M
|
82.5K
$6.77M
|