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
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
2.45KNew |
$200K - $202K
|
2.45K
$201K
|
|
|
May 03, 2024
Q1 2024
|
Peoples Bank
|
BUY
|
- |
2.38K+ 6.75% |
$194K - $196K
|
37.6K
$3.09M
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
2.37K+ 0.18% |
$193K - $195K
|
1.32M
$109M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.33K+ 3.21% |
$190K - $192K
|
74.8K
$6.14M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.33K+ 1.24% |
$189K - $191K
|
189K
$15.5M
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
2.12K+ 10.31% |
$173K - $175K
|
22.7K
$1.86M
|
|
|
May 15, 2024
Q1 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
2.11K+ 1.42% |
$172K - $174K
|
151K
$12.4M
|
|
|
Apr 26, 2024
Q1 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
1.99K+ 20.29% |
$162K - $164K
|
11.8K
$969K
|
|
|
May 07, 2024
Q1 2024
|
Anchor Capital Advisors LLC
|
BUY
|
- |
1.93K+ 0.84% |
$157K - $159K
|
233K
$19.1M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.93K+ 11.98% |
$157K - $159K
|
18K
$1.48M
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.88K+ 5.68% |
$153K - $155K
|
35K
$2.87M
|
|
|
May 13, 2024
Q1 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
1.81K+ 31.64% |
$147K - $149K
|
7.53K
$618K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1.77KNew |
$144K - $146K
|
1.77K
$145K
|
|
|
Apr 15, 2024
Q1 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.76K+ 3.01% |
$144K - $145K
|
60.4K
$4.96M
|
|
|
May 14, 2024
Q1 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
1.72K+ 7.18% |
$140K - $142K
|
25.7K
$2.11M
|
|
|
Apr 25, 2024
Q1 2024
|
Benedict Financial Advisors Inc
|
BUY
|
- |
1.72K+ 19.0% |
$140K - $142K
|
10.8K
$884K
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1.69K+ 15.26% |
$138K - $139K
|
12.8K
$1.05M
|
|
|
Apr 15, 2024
Q1 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
1.66K+ 31.37% |
$135K - $137K
|
6.95K
$570K
|
|
|
Apr 30, 2024
Q1 2024
|
Camden National Bank
Camden, ME |
BUY
|
- |
1.61K+ 1.78% |
$131K - $133K
|
92.2K
$7.56M
|
|
|
May 10, 2024
Q1 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
1.6K+ 27.7% |
$131K - $132K
|
7.39K
$606K
|
|
|
Apr 15, 2024
Q1 2024
|
Sinecera Capital, LLC
|
BUY
|
- |
1.58K+ 19.67% |
$129K - $130K
|
9.63K
$790K
|
|
|
Apr 26, 2024
Q1 2024
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
1.58K+ 18.33% |
$129K - $130K
|
10.2K
$837K
|
|
|
Apr 19, 2024
Q1 2024
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
1.55K+ 3.02% |
$126K - $128K
|
52.9K
$4.34M
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
1.5KNew |
$122K - $124K
|
1.5K
$123K
|
|
|
Apr 17, 2024
Q1 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
1.48K+ 13.81% |
$121K - $122K
|
12.2K
$1M
|
|
|
May 01, 2024
Q1 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.47K+ 29.07% |
$120K - $121K
|
6.54K
$536K
|
|
|
Apr 23, 2024
Q1 2024
|
Live Oak Private Wealth LLC
|
BUY
|
- |
1.46K+ 28.75% |
$119K - $120K
|
6.53K
$536K
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.44K+ 7.16% |
$117K - $119K
|
21.6K
$1.77M
|
|
|
Apr 02, 2024
Q1 2024
|
Modus Advisors, LLC
|
BUY
|
- |
1.44K+ 2.21% |
$117K - $119K
|
66.7K
$5.47M
|
|
|
May 06, 2024
Q1 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.42K+ 1.03% |
$116K - $117K
|
140K
$11.5M
|
|
|
May 13, 2024
Q1 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.42K+ 5.07% |
$116K - $117K
|
29.4K
$2.41M
|
|
|
May 09, 2024
Q1 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
1.4KNew |
$114K - $115K
|
1.4K
$115K
|
|
|
Apr 23, 2024
Q1 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
1.37K+ 8.04% |
$111K - $112K
|
18.4K
$1.51M
|
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
1.35KNew |
$110K - $111K
|
1.35K
$111K
|
|
|
May 23, 2024
Q1 2024
|
Community Trust & Investment CO
|
BUY
|
- |
1.19K+ 4.44% |
$96.6K - $97.7K
|
27.9K
$2.29M
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.15K+ 5.01% |
$94K - $94.9K
|
24.2K
$1.98M
|
|
|
Apr 08, 2024
Q1 2024
|
Spence Asset Management
|
BUY
|
- |
1.15K+ 20.6% |
$93.4K - $94.4K
|
6.71K
$550K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.13K+ 170.14% |
$91.9K - $92.9K
|
1.79K
$147K
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
1.13KNew |
$91.9K - $92.9K
|
1.13K
$92.5K
|
|
|
May 13, 2024
Q1 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
1.12K+ 23.33% |
$91.3K - $92.2K
|
5.92K
$486K
|
|
|
Aug 14, 2024
Q1 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
1.12K+ 3.63% |
$90.9K - $91.8K
|
31.8K
$2.61M
|
|
|
May 07, 2024
Q1 2024
|
Gw Henssler & Associates LTD
|
BUY
|
- |
1.11K+ 29.64% |
$90.4K - $91.3K
|
4.85K
$398K
|
|
|
Apr 17, 2024
Q1 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
1.09K+ 6.59% |
$88.4K - $89.3K
|
17.5K
$1.44M
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.05K+ 10.43% |
$85.6K - $86.5K
|
11.1K
$913K
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.03K+ 4.75% |
$83.5K - $84.4K
|
22.6K
$1.86M
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
998+ 2.26% |
$81.3K - $82.2K
|
45.1K
$3.7M
|
|
|
Apr 23, 2024
Q1 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
987+ 2.12% |
$80.4K - $81.3K
|
47.4K
$3.89M
|
|
|
May 14, 2024
Q1 2024
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
970+ 5.88% |
$79K - $79.9K
|
17.5K
$1.43M
|
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
940+ 9.71% |
$76.6K - $77.4K
|
10.6K
$872K
|
|
|
May 10, 2024
Q1 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
939New |
$76.5K - $77.3K
|
939
$77K
|