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 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
3.44KNew |
$280K - $283K
|
3.44K
$282K
|
|
|
May 10, 2024
Q1 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
3.43K+ 72.49% |
$279K - $282K
|
8.15K
$669K
|
|
|
May 02, 2024
Q1 2024
|
Hudock, Inc.
|
BUY
|
- |
3.35K+ 7.5% |
$273K - $276K
|
48K
$3.94M
|
|
|
Apr 15, 2024
Q1 2024
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
3.29K+ 3.44% |
$268K - $271K
|
98.9K
$8.11M
|
|
|
Jul 25, 2024
Q1 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
3.27K+ 27.8% |
$266K - $269K
|
15K
$1.23M
|
|
|
Apr 25, 2024
Q1 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
3.24K+ 13.26% |
$264K - $267K
|
27.7K
$2.27M
|
|
|
May 14, 2024
Q1 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
3.2K+ 75.59% |
$261K - $263K
|
7.43K
$610K
|
|
|
Apr 10, 2024
Q1 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
3.18K+ 49.78% |
$259K - $262K
|
9.56K
$784K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
3.14K+ 2.37% |
$256K - $258K
|
136K
$11.1M
|
|
|
Apr 10, 2024
Q1 2024
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
3.13K+ 17.71% |
$255K - $258K
|
20.8K
$1.71M
|
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
3.12K+ 4.05% |
$254K - $257K
|
80.2K
$6.58M
|
|
|
Aug 14, 2024
Q1 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
3.12KNew |
$254K - $257K
|
3.12K
$256K
|
|
|
Apr 15, 2024
Q1 2024
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
3.1K+ 16.16% |
$252K - $255K
|
22.3K
$1.83M
|
|
|
Jun 05, 2024
Q1 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
3.07K+ 36.64% |
$250K - $252K
|
11.4K
$938K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
3.06K+ 41.11% |
$250K - $252K
|
10.5K
$863K
|
|
|
May 13, 2024
Q1 2024
|
American Investment Services, Inc.
|
BUY
|
- |
3.05K+ 3.99% |
$249K - $251K
|
79.4K
$6.51M
|
|
|
May 14, 2024
Q1 2024
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
3.05K+ 98.71% |
$249K - $251K
|
6.14K
$504K
|
|
|
May 15, 2024
Q1 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
3.03K+ 2.99% |
$247K - $250K
|
104K
$8.56M
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3.02K+ 25.19% |
$246K - $249K
|
15K
$1.23M
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
3.01K+ 40.06% |
$245K - $248K
|
10.5K
$862K
|
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
3.01KNew |
$245K - $248K
|
3.01K
$247K
|
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
3K+ 107.67% |
$245K - $247K
|
5.79K
$475K
|
|
|
May 15, 2024
Q1 2024
|
Vernal Point Advisors, LLC
San Francisco, CA |
BUY
|
- |
3K+ 4.89% |
$244K - $247K
|
64.4K
$5.28M
|
|
|
Apr 19, 2024
Q1 2024
|
Hudson Capital Management LLC
|
BUY
|
- |
2.99K+ 84.93% |
$243K - $246K
|
6.51K
$534K
|
|
|
May 01, 2024
Q1 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
2.99K+ 2.9% |
$243K - $246K
|
106K
$8.69M
|
|
|
May 03, 2024
Q1 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
2.97KNew |
$242K - $245K
|
2.97K
$244K
|
|
|
May 07, 2024
Q1 2024
|
Addison Capital CO
|
BUY
|
- |
2.93K+ 71.1% |
$239K - $241K
|
7.05K
$578K
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
2.92KNew |
$238K - $240K
|
2.92K
$239K
|
|
|
May 13, 2024
Q1 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
2.91K+ 4.98% |
$237K - $240K
|
61.3K
$5.03M
|
|
|
May 15, 2024
Q1 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
2.89KNew |
$235K - $238K
|
2.89K
$237K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.83K+ 2.25% |
$231K - $233K
|
129K
$10.6M
|
|
|
Apr 17, 2024
Q1 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
2.81K+ 49.19% |
$229K - $232K
|
8.53K
$700K
|
|
|
Apr 10, 2024
Q1 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
2.78KNew |
$227K - $229K
|
2.78K
$228K
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.77KNew |
$226K - $228K
|
2.77K
$227K
|
|
|
Apr 25, 2024
Q1 2024
|
Shaker Investments LLC
|
BUY
|
- |
2.76KNew |
$225K - $227K
|
2.76K
$226K
|
|
|
Apr 30, 2024
Q1 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
2.76KNew |
$225K - $227K
|
2.76K
$226K
|
|
|
May 01, 2024
Q1 2024
|
Family Firm, Inc.
|
BUY
|
- |
2.73K+ 10.03% |
$222K - $225K
|
29.9K
$2.46M
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.71KNew |
$221K - $223K
|
2.71K
$223K
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
2.71KNew |
$220K - $223K
|
2.71K
$222K
|
|
|
May 14, 2024
Q1 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
2.67KNew |
$218K - $220K
|
2.67K
$219K
|
|
|
May 03, 2024
Q1 2024
|
Rede Wealth, LLC
|
BUY
|
- |
2.67KNew |
$218K - $220K
|
2.67K
$219K
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.66K+ 41.76% |
$217K - $219K
|
9.03K
$741K
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
2.63KNew |
$214K - $216K
|
2.63K
$216K
|
|
|
Apr 23, 2024
Q1 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
2.63K+ 7.84% |
$214K - $216K
|
36.1K
$2.96M
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.56KNew |
$209K - $211K
|
2.56K
$210K
|
|
|
May 14, 2024
Q1 2024
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
2.55K+ 3.22% |
$208K - $210K
|
81.7K
$6.7M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.53K+ 0.72% |
$206K - $208K
|
355K
$29.1M
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.52K+ 10.7% |
$206K - $208K
|
26.1K
$2.14M
|
|
|
Aug 28, 2024
Q1 2024
|
Farmers National Bank
Danville, KY |
BUY
|
- |
2.5K+ 41.84% |
$204K - $206K
|
8.49K
$696K
|
|
|
May 15, 2024
Q1 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
2.47KNew |
$201K - $203K
|
2.47K
$202K
|