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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
237+ 75.96% |
$19.3K - $19.5K
|
549
$45K
|
|
|
May 09, 2024
Q1 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
227+ 0.77% |
$18.5K - $18.7K
|
29.6K
$2.43M
|
|
|
Apr 25, 2024
Q1 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
216+ 1.26% |
$17.6K - $17.8K
|
17.4K
$1.43M
|
|
|
Apr 09, 2024
Q1 2024
|
Stolper CO
|
BUY
|
- |
212+ 2.78% |
$17.3K - $17.5K
|
7.84K
$643K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
212New |
$17.3K - $17.5K
|
212
$17.4K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
210+ 46.67% |
$17.1K - $17.3K
|
660
$54.1K
|
|
|
Apr 15, 2024
Q1 2024
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
205+ 5.72% |
$16.7K - $16.9K
|
3.79K
$311K
|
|
|
Apr 23, 2024
Q1 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
204+ 5.4% |
$16.6K - $16.8K
|
3.98K
$327K
|
|
|
Apr 25, 2024
Q1 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
198+ 0.83% |
$16.1K - $16.3K
|
24K
$1.97M
|
|
|
May 15, 2024
Q1 2024
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
191+ 0.85% |
$15.6K - $15.7K
|
22.8K
$1.87M
|
|
|
Apr 22, 2024
Q1 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
186+ 3.14% |
$15.2K - $15.3K
|
6.12K
$502K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
184New |
$15K - $15.2K
|
184
$15.1K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
182+ 3.12% |
$14.8K - $15K
|
6.01K
$493K
|
|
|
May 13, 2024
Q1 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
180+ 0.7% |
$14.7K - $14.8K
|
26K
$2.13M
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
176+ 1.52% |
$14.3K - $14.5K
|
11.7K
$963K
|
|
|
May 10, 2024
Q1 2024
|
Spreng Capital Management, Inc.
|
BUY
|
- |
172+ 0.59% |
$14K - $14.2K
|
29.3K
$2.4M
|
|
|
Apr 18, 2024
Q1 2024
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
166+ 0.72% |
$13.5K - $13.7K
|
23.2K
$1.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
BUY
|
- |
162+ 6.51% |
$13.2K - $13.3K
|
2.65K
$217K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
161+ 46.53% |
$13.1K - $13.3K
|
507
$41.6K
|
|
|
Apr 30, 2024
Q1 2024
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
142+ 3.44% |
$11.6K - $11.7K
|
4.26K
$350K
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
141+ 2820.0% |
$11.5K - $11.6K
|
146
$12K
|
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
122+ 2.15% |
$9.94K - $10K
|
5.78K
$474K
|
|
|
Apr 17, 2024
Q1 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
121+ 4.47% |
$9.86K - $9.96K
|
2.83K
$232K
|
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
121+ 1.94% |
$9.86K - $9.96K
|
6.35K
$521K
|
|
|
May 08, 2024
Q1 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
120+ 0.42% |
$9.78K - $9.88K
|
28.7K
$2.35M
|
|
|
May 09, 2024
Q1 2024
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
113+ 3.22% |
$9.21K - $9.3K
|
3.62K
$297K
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
106+ 1.28% |
$8.64K - $8.73K
|
8.37K
$687K
|
|
|
Apr 09, 2024
Q1 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
98+ 1.31% |
$7.99K - $8.07K
|
7.58K
$622K
|
|
|
May 10, 2024
Q1 2024
|
Jordan Park Group LLC
|
BUY
|
- |
93+ 0.59% |
$7.58K - $7.66K
|
15.7K
$1.29M
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
86+ 0.77% |
$7.01K - $7.08K
|
11.3K
$928K
|
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
83+ 1.65% |
$6.76K - $6.83K
|
5.13K
$420K
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
83+ 2.11% |
$6.76K - $6.83K
|
4.01K
$329K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
79+ 105.33% |
$6.44K - $6.5K
|
154
$12.6K
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
79New |
$6.44K - $6.5K
|
79
$6.48K
|
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
75New |
$6.11K - $6.18K
|
75
$6.15K
|
|
|
Apr 09, 2024
Q1 2024
|
Welch Group, LLC
|
BUY
|
- |
72+ 0.59% |
$5.87K - $5.93K
|
12.3K
$1.01M
|
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
64+ 3.32% |
$5.22K - $5.27K
|
1.99K
$163K
|
|
|
May 13, 2024
Q1 2024
|
Retirement Capital Strategies
|
BUY
|
- |
59+ 1.46% |
$4.81K - $4.86K
|
4.1K
$336K
|
|
|
Nov 12, 2024
Q1 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
51+ 22.37% |
$4.16K - $4.2K
|
279
$22.9K
|
|
|
Apr 17, 2024
Q1 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
49+ 0.51% |
$3.99K - $4.03K
|
9.67K
$793K
|
|
|
Apr 29, 2024
Q1 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
43+ 0.38% |
$3.5K - $3.54K
|
11.2K
$923K
|
|
|
May 03, 2024
Q1 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
42New |
$3.42K - $3.46K
|
42
$3.45K
|
|
|
Apr 05, 2024
Q1 2024
|
First Hawaiian Bank
|
BUY
|
- |
37+ 0.71% |
$3.02K - $3.05K
|
5.27K
$432K
|
|
|
Apr 29, 2024
Q1 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
37+ 0.59% |
$3.02K - $3.05K
|
6.3K
$517K
|
|
|
Apr 23, 2024
Q1 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
34New |
$2.77K - $2.8K
|
34
$2.79K
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
31+ 0.66% |
$2.53K - $2.55K
|
4.74K
$389K
|
|
|
Apr 24, 2024
Q1 2024
|
Zhang Financial LLC
|
BUY
|
- |
31+ 0.29% |
$2.53K - $2.55K
|
10.8K
$887K
|
|
|
Apr 11, 2024
Q1 2024
|
Rockland Trust CO
|
BUY
|
- |
29+ 0.26% |
$2.36K - $2.39K
|
11.3K
$926K
|
|
|
May 15, 2024
Q1 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
29+ 0.58% |
$2.36K - $2.39K
|
5K
$410K
|
|
|
May 08, 2024
Q1 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
24+ 24.49% |
$1.96K - $1.98K
|
122
$10K
|