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
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
935+ 3.14% |
$76.2K - $77K
|
30.7K
$2.52M
|
|
|
May 09, 2024
Q1 2024
|
Renasant Bank
|
BUY
|
- |
931+ 11.2% |
$75.9K - $76.7K
|
9.24K
$758K
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
931+ 9.43% |
$75.9K - $76.7K
|
10.8K
$886K
|
|
|
Apr 19, 2024
Q1 2024
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
903+ 17.82% |
$73.6K - $74.4K
|
5.97K
$490K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
832+ 3.95% |
$67.8K - $68.5K
|
21.9K
$1.8M
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
810New |
$66K - $66.7K
|
810
$66.4K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
782New |
$63.7K - $64.4K
|
782
$64.1K
|
|
|
May 02, 2024
Q1 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
778+ 119.51% |
$63.4K - $64.1K
|
1.43K
$117K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
740New |
$60.3K - $60.9K
|
740
$60.7K
|
|
|
Apr 12, 2024
Q1 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
725+ 10.32% |
$59.1K - $59.7K
|
7.75K
$636K
|
|
|
Apr 22, 2024
Q1 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
706+ 2.82% |
$57.5K - $58.1K
|
25.7K
$2.11M
|
|
|
Sep 05, 2024
Q1 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
692+ 229.14% |
$56.4K - $57K
|
994
$81.5K
|
|
|
Apr 29, 2024
Q1 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
650+ 3.26% |
$53K - $53.5K
|
20.6K
$1.69M
|
|
|
May 15, 2024
Q1 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
622+ 12.02% |
$50.7K - $51.2K
|
5.8K
$475K
|
|
|
Apr 29, 2024
Q1 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
619+ 1.84% |
$50.4K - $51K
|
34.3K
$2.81M
|
|
|
Apr 29, 2024
Q1 2024
|
Independent Family Office, LLC
|
BUY
|
- |
596+ 1.84% |
$48.6K - $49.1K
|
32.9K
$2.7M
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
590New |
$48.1K - $48.6K
|
590
$48.4K
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
569+ 8.25% |
$46.4K - $46.9K
|
7.47K
$613K
|
|
|
May 13, 2024
Q1 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
550+ 2.02% |
$44.8K - $45.3K
|
27.7K
$2.28M
|
|
|
Apr 12, 2024
Q1 2024
|
A. D. Beadell Investment Counsel, Inc.
|
BUY
|
- |
526+ 12.83% |
$42.9K - $43.3K
|
4.63K
$379K
|
|
|
Apr 29, 2024
Q1 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
495+ 12.21% |
$40.3K - $40.8K
|
4.55K
$373K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
475New |
$38.7K - $39.1K
|
475
$39K
|
|
|
May 15, 2024
Q1 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
470+ 5.02% |
$38.3K - $38.7K
|
9.84K
$807K
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
470+ 10.02% |
$38.3K - $38.7K
|
5.16K
$423K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
446+ 4.74% |
$36.3K - $36.7K
|
9.85K
$808K
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
438New |
$35.7K - $36.1K
|
438
$35.9K
|
|
|
Apr 17, 2024
Q1 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
432+ 12.04% |
$35.2K - $35.6K
|
4.02K
$330K
|
|
|
Apr 17, 2024
Q1 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
430New |
$35K - $35.4K
|
430
$35.3K
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
BUY
|
- |
422+ 1.89% |
$34.4K - $34.7K
|
22.7K
$1.86M
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
419+ 1.4% |
$34.1K - $34.5K
|
30.3K
$2.49M
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
418+ 2.82% |
$34.1K - $34.4K
|
15.2K
$1.25M
|
|
|
Apr 16, 2024
Q1 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
404+ 0.64% |
$32.9K - $33.3K
|
63.3K
$5.19M
|
|
|
Apr 22, 2024
Q1 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
400+ 8.87% |
$32.6K - $32.9K
|
4.91K
$403K
|
|
|
Apr 19, 2024
Q1 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
394+ 2.26% |
$32.1K - $32.4K
|
17.9K
$1.47M
|
|
|
Apr 17, 2024
Q1 2024
|
Patten Group, Inc.
|
BUY
|
- |
385+ 2.28% |
$31.4K - $31.7K
|
17.3K
$1.42M
|
|
|
May 08, 2024
Q1 2024
|
Patton Fund Management, Inc.
|
BUY
|
- |
381+ 5.26% |
$31K - $31.4K
|
7.63K
$626K
|
|
|
May 15, 2024
Q1 2024
|
Wms Partners, LLC
|
BUY
|
- |
366+ 12.37% |
$29.8K - $30.1K
|
3.33K
$273K
|
|
|
May 03, 2024
Q1 2024
|
Spc Financial, Inc.
|
BUY
|
- |
349+ 6.16% |
$28.4K - $28.7K
|
6.02K
$493K
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
346+ 0.33% |
$28.2K - $28.5K
|
105K
$8.59M
|
|
|
May 06, 2024
Q1 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
344+ 4.56% |
$28K - $28.3K
|
7.89K
$648K
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
342+ 2.02% |
$27.9K - $28.2K
|
17.2K
$1.41M
|
|
|
May 10, 2024
Q1 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
337+ 3.3% |
$27.5K - $27.7K
|
10.5K
$864K
|
|
|
May 13, 2024
Q1 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
325+ 42.04% |
$26.5K - $26.8K
|
1.1K
$90.1K
|
|
|
May 14, 2024
Q1 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
309+ 3.41% |
$25.2K - $25.4K
|
9.38K
$769K
|
|
|
May 09, 2024
Q1 2024
|
Element Wealth, LLC
|
BUY
|
- |
303+ 1.38% |
$24.7K - $24.9K
|
22.2K
$1.83M
|
|
|
May 10, 2024
Q1 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
298New |
$24.3K - $24.5K
|
298
$24.4K
|
|
|
May 14, 2024
Q1 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
277+ 7.33% |
$22.6K - $22.8K
|
4.06K
$333K
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
265+ 1.41% |
$21.6K - $21.8K
|
19.1K
$1.57M
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
256+ 5.95% |
$20.9K - $21.1K
|
4.56K
$374K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
249+ 29.26% |
$20.3K - $20.5K
|
1.1K
$90.2K
|