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 01, 2024
Q1 2024
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
5.65K+ 4.11% |
$460K - $465K
|
143K
$11.7M
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
5.61K+ 4.92% |
$457K - $462K
|
119K
$9.8M
|
|
|
Apr 16, 2024
Q1 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
5.48K+ 6.64% |
$447K - $452K
|
88.1K
$7.23M
|
|
|
Apr 25, 2024
Q1 2024
|
Life Pro Asset Management
|
BUY
|
- |
5.41KNew |
$441K - $445K
|
5.41K
$444K
|
|
|
May 03, 2024
Q1 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
5.29K+ 6.04% |
$431K - $435K
|
92.8K
$7.62M
|
|
|
Apr 26, 2024
Q1 2024
|
Crestone Asset Management LLC
|
BUY
|
- |
5.28K+ 91.6% |
$430K - $435K
|
11K
$906K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
5.15K+ 20.92% |
$420K - $424K
|
29.8K
$2.44M
|
|
|
Apr 26, 2024
Q1 2024
|
White Pine Investment CO
|
BUY
|
- |
5.06K+ 5.22% |
$413K - $417K
|
102K
$8.37M
|
|
|
May 14, 2024
Q1 2024
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
5K+ 69.44% |
$407K - $412K
|
12.2K
$1M
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
4.96K+ 1.59% |
$404K - $409K
|
317K
$26M
|
|
|
May 14, 2024
Q1 2024
|
Middleton & CO Inc
|
BUY
|
- |
4.77KNew |
$388K - $393K
|
4.77K
$391K
|
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
BUY
|
- |
4.75KNew |
$387K - $391K
|
4.75K
$389K
|
|
|
Apr 24, 2024
Q1 2024
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
4.7K+ 9.52% |
$383K - $387K
|
54.1K
$4.44M
|
|
|
Apr 25, 2024
Q1 2024
|
L.M. Kohn & Company
|
BUY
|
- |
4.65KNew |
$379K - $383K
|
4.65K
$382K
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
4.57K+ 3.95% |
$372K - $376K
|
120K
$9.86M
|
|
|
May 01, 2024
Q1 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
4.55K+ 3.67% |
$371K - $374K
|
128K
$10.5M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.54K+ 15.44% |
$370K - $374K
|
33.9K
$2.78M
|
|
|
Apr 25, 2024
Q1 2024
|
One Day In July LLC
|
BUY
|
- |
4.53K+ 10.61% |
$369K - $373K
|
47.2K
$3.87M
|
|
|
Apr 12, 2024
Q1 2024
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
4.52KNew |
$368K - $372K
|
4.52K
$370K
|
|
|
May 08, 2024
Q1 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
4.51K+ 66.27% |
$368K - $371K
|
11.3K
$928K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
4.47K+ 4.32% |
$364K - $368K
|
108K
$8.85M
|
|
|
May 06, 2024
Q1 2024
|
Ballast, Inc.
|
BUY
|
- |
4.45K+ 2.59% |
$362K - $366K
|
176K
$14.5M
|
|
|
Apr 26, 2024
Q1 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
4.4K+ 6.67% |
$359K - $362K
|
70.4K
$5.77M
|
|
|
May 07, 2024
Q1 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
4.29KNew |
$350K - $353K
|
4.29K
$352K
|
|
|
May 01, 2024
Q1 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
4.21KNew |
$343K - $347K
|
4.21K
$345K
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
4.21K+ 1.57% |
$343K - $347K
|
272K
$22.3M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.18K+ 4.31% |
$341K - $345K
|
101K
$8.3M
|
|
|
Jun 10, 2024
Q1 2024
|
Hamilton Wealth, LLC
|
BUY
|
- |
4.16K+ 8.1% |
$339K - $343K
|
55.6K
$4.56M
|
|
|
Apr 15, 2024
Q1 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
4.16KNew |
$339K - $342K
|
4.16K
$341K
|
|
|
May 06, 2024
Q1 2024
|
Leuthold Group, LLC
|
BUY
|
- |
4.13K+ 2.97% |
$336K - $340K
|
143K
$11.7M
|
|
|
May 13, 2024
Q1 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
4.02K+ 3.22% |
$327K - $331K
|
129K
$10.6M
|
|
|
May 03, 2024
Q1 2024
|
Forte Asset Management LLC
|
BUY
|
- |
4KNew |
$326K - $329K
|
4K
$328K
|
|
|
Apr 18, 2024
Q1 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
3.99K+ 5.82% |
$325K - $329K
|
72.6K
$5.96M
|
|
|
May 14, 2024
Q1 2024
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
3.98K+ 135.14% |
$324K - $328K
|
6.93K
$568K
|
|
|
May 08, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
3.97KNew |
$324K - $327K
|
3.97K
$326K
|
|
|
May 02, 2024
Q1 2024
|
Aries Wealth Management
|
BUY
|
- |
3.87K+ 46.84% |
$315K - $319K
|
12.1K
$995K
|
|
|
May 14, 2024
Q1 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
3.83KNew |
$312K - $315K
|
3.83K
$314K
|
|
|
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
3.82KNew |
$312K - $315K
|
3.82K
$314K
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
BUY
|
- |
3.74K+ 58.37% |
$305K - $308K
|
10.1K
$832K
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
3.73K+ 83.8% |
$304K - $307K
|
8.19K
$672K
|
|
|
May 15, 2024
Q1 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
3.73KNew |
$304K - $307K
|
3.73K
$306K
|
|
|
May 15, 2024
Q1 2024
|
Community Bank, N.A.
|
BUY
|
- |
3.69K+ 18.75% |
$300K - $303K
|
23.3K
$1.91M
|
|
|
May 09, 2024
Q1 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
3.68KNew |
$300K - $303K
|
3.68K
$302K
|
|
|
May 07, 2024
Q1 2024
|
Koa Wealth Management, LLC
Encinitas, CA |
BUY
|
- |
3.67K+ 8.26% |
$299K - $302K
|
48.1K
$3.94M
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
BUY
|
- |
3.66K+ 76.46% |
$298K - $301K
|
8.44K
$692K
|
|
|
May 10, 2024
Q1 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
3.64K+ 4.51% |
$297K - $300K
|
84.4K
$6.93M
|
|
|
May 13, 2024
Q1 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
3.57K+ 8.51% |
$291K - $294K
|
45.5K
$3.73M
|
|
|
Apr 19, 2024
Q1 2024
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
3.56K+ 3.96% |
$290K - $293K
|
93.4K
$7.66M
|
|
|
May 06, 2024
Q1 2024
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
3.54K+ 0.74% |
$288K - $291K
|
480K
$39.3M
|
|
|
Apr 26, 2024
Q1 2024
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
3.52K+ 7.3% |
$286K - $289K
|
51.7K
$4.24M
|