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
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
12.6KNew |
$1.03M - $1.04M
|
12.6K
$1.03M
|
|
|
Apr 04, 2024
Q1 2024
|
Boltwood Capital Management
|
BUY
|
- |
12.5K+ 33.44% |
$1.02M - $1.03M
|
50K
$4.1M
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
12.5K+ 8.58% |
$1.02M - $1.03M
|
158K
$13M
|
|
|
May 03, 2024
Q1 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
12.4K+ 10.11% |
$1.01M - $1.02M
|
135K
$11.1M
|
|
|
May 03, 2024
Q1 2024
|
Matson Money. Inc.
|
BUY
|
- |
12.3K+ 0.91% |
$1.01M - $1.02M
|
1.37M
$112M
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
12.2K+ 2.33% |
$991K - $1M
|
534K
$43.8M
|
|
|
May 30, 2024
Q1 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
12K+ 46.75% |
$979K - $989K
|
37.7K
$3.09M
|
|
|
May 13, 2024
Q1 2024
|
Herr Investment Group LLC
Austin, TX |
BUY
|
- |
11.9KNew |
$969K - $979K
|
11.9K
$975K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
11.6K+ 117.34% |
$944K - $954K
|
21.5K
$1.76M
|
|
|
Apr 12, 2024
Q1 2024
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
11.4K+ 21.91% |
$928K - $938K
|
63.4K
$5.2M
|
|
|
Apr 23, 2024
Q1 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
11.4K+ 21.95% |
$927K - $937K
|
63.2K
$5.19M
|
|
|
Apr 23, 2024
Q1 2024
|
Sterling Manor Financial, LLC
|
BUY
|
- |
11.2K+ 22.18% |
$916K - $926K
|
62K
$5.08M
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
11K+ 211.52% |
$894K - $904K
|
16.2K
$1.33M
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
10.2KNew |
$832K - $840K
|
10.2K
$837K
|
|
|
Apr 29, 2024
Q1 2024
|
Sierra Capital LLC
|
BUY
|
- |
10.1KNew |
$821K - $830K
|
10.1K
$827K
|
|
|
Apr 22, 2024
Q1 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
9.98KNew |
$813K - $822K
|
9.98K
$819K
|
|
|
May 13, 2024
Q1 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
9.87KNew |
$804K - $813K
|
9.87K
$810K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
9.84K+ 9.65% |
$802K - $810K
|
112K
$9.17M
|
|
|
May 01, 2024
Q1 2024
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
9.8KNew |
$799K - $807K
|
9.8K
$804K
|
|
|
Apr 22, 2024
Q1 2024
|
America First Investment Advisors, LLC
|
BUY
|
- |
9.72K+ 2.77% |
$792K - $800K
|
360K
$29.6M
|
|
|
May 15, 2024
Q1 2024
|
Syntal Capital Partners, LLC
Midland, TX |
BUY
|
- |
9.25KNew |
$754K - $762K
|
9.25K
$759K
|
|
|
May 15, 2024
Q1 2024
|
Arrow Investment Advisors, LLC
Laurel, MD |
BUY
|
- |
9.05K+ 57.51% |
$737K - $745K
|
24.8K
$2.03M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
8.72K+ 15.55% |
$710K - $718K
|
64.8K
$5.31M
|
|
|
May 13, 2024
Q1 2024
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
8.72KNew |
$710K - $718K
|
8.72K
$715K
|
|
|
May 13, 2024
Q1 2024
|
Ridgepath Capital Management LLC
Knoxville, TN |
BUY
|
- |
8.44KNew |
$688K - $695K
|
8.44K
$692K
|
|
|
Apr 26, 2024
Q1 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
8.27K+ 52.75% |
$674K - $681K
|
23.9K
$1.96M
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
8.26K+ 32.8% |
$673K - $680K
|
33.4K
$2.74M
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
BUY
|
- |
8.19K+ 30.93% |
$667K - $674K
|
34.7K
$2.84M
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
8.18K+ 54.47% |
$667K - $673K
|
23.2K
$1.9M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
8.09K+ 15.26% |
$659K - $666K
|
61.1K
$5.01M
|
|
|
May 23, 2024
Q1 2024
|
Dock Street Asset Management Inc
|
BUY
|
- |
8.08K+ 7.89% |
$658K - $665K
|
110K
$9.06M
|
|
|
May 15, 2024
Q1 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
8.08KNew |
$658K - $665K
|
8.08K
$663K
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
8.05K+ 114.09% |
$656K - $663K
|
15.1K
$1.24M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
7.86K+ 26.11% |
$640K - $647K
|
38K
$3.11M
|
|
|
Apr 30, 2024
Q1 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
7.73K+ 117.29% |
$630K - $637K
|
14.3K
$1.17M
|
|
|
May 14, 2024
Q1 2024
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
7.58K+ 49.72% |
$617K - $624K
|
22.8K
$1.87M
|
|
|
May 13, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
7.52KNew |
$612K - $619K
|
7.52K
$617K
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
7.33K+ 47.43% |
$597K - $604K
|
22.8K
$1.87M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
7.27K+ 29.67% |
$592K - $598K
|
31.8K
$2.61M
|
|
|
May 06, 2024
Q1 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
7.02K+ 5.42% |
$572K - $578K
|
137K
$11.2M
|
|
|
May 03, 2024
Q1 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
6.8KNew |
$554K - $560K
|
6.8K
$557K
|
|
|
May 14, 2024
Q1 2024
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
6.48K+ 38.86% |
$528K - $534K
|
23.2K
$1.9M
|
|
|
Apr 25, 2024
Q1 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
6.37K+ 3.37% |
$519K - $524K
|
195K
$16M
|
|
|
May 08, 2024
Q1 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
6.36KNew |
$518K - $524K
|
6.36K
$522K
|
|
|
Apr 23, 2024
Q1 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
6.13K+ 44.53% |
$500K - $505K
|
19.9K
$1.63M
|
|
|
Apr 17, 2024
Q1 2024
|
Barry Investment Advisors, LLC
|
BUY
|
- |
5.96K+ 116.71% |
$486K - $491K
|
11.1K
$908K
|
|
|
Apr 23, 2024
Q1 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
5.96K+ 6.22% |
$486K - $491K
|
102K
$8.35M
|
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
5.84K+ 13.8% |
$476K - $481K
|
48.1K
$3.95M
|
|
|
Apr 15, 2024
Q1 2024
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
5.77K+ 48.07% |
$470K - $475K
|
17.8K
$1.46M
|
|
|
May 07, 2024
Q1 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
5.75K+ 8.07% |
$468K - $473K
|
77K
$6.31M
|