Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q2 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
20+ 0.93% |
$1.62K - $1.63K
|
2.16K
$178K
|
|
|
Jul 05, 2024
Q2 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
19+ 0.46% |
$1.54K - $1.55K
|
4.17K
$342K
|
|
|
Aug 12, 2024
Q2 2024
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
19+ 0.11% |
$1.54K - $1.55K
|
17.8K
$1.46M
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
19+ 0.99% |
$1.54K - $1.55K
|
1.95K
$160K
|
|
|
Jul 30, 2024
Q2 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
18+ 1.26% |
$1.46K - $1.47K
|
1.45K
$119K
|
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
15+ 0.09% |
$1.22K - $1.22K
|
16.8K
$1.38M
|
|
|
Aug 07, 2024
Q2 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
15+ 0.94% |
$1.22K - $1.22K
|
1.62K
$132K
|
|
|
Jul 17, 2024
Q2 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
12+ 0.1% |
$973 - $980
|
12.1K
$994K
|
|
|
Aug 14, 2024
Q2 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
9+ 6.67% |
$729 - $735
|
144
$11.8K
|
|
|
Jul 24, 2024
Q2 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
9+ 4.89% |
$729 - $735
|
193
$15.8K
|
|
|
Aug 09, 2024
Q2 2024
|
Gen Trust, LLC
|
BUY
|
- |
9+ 0.05% |
$729 - $735
|
19.8K
$1.62M
|
|
|
Aug 13, 2024
Q2 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
7+ 0.24% |
$567 - $572
|
2.9K
$238K
|
|
|
Aug 05, 2024
Q2 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
3+ 1.11% |
$243 - $245
|
274
$22.5K
|
|
|
Jul 26, 2024
Q2 2024
|
West Branch Capital LLC
|
BUY
|
- |
3+ 0.96% |
$243 - $245
|
315
$25.8K
|
|
|
Jul 23, 2024
Q2 2024
|
Rmr Wealth Builders
|
BUY
|
- |
2+ 0.01% |
$162 - $163
|
30.1K
$2.47M
|
|
|
Aug 09, 2024
Q2 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 0.02% |
$81.1 - $81.7
|
4.42K
$363K
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 0.65% |
$81.1 - $81.7
|
155
$12.7K
|
|
|
Jul 24, 2024
Q2 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
1+ 0.02% |
$81.1 - $81.7
|
4.96K
$407K
|
|
|
Aug 14, 2024
Q2 2024
|
Gould Capital, LLC
|
BUY
|
- |
1New |
$81.1 - $81.7
|
1
$82
|
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-1- 6.25% |
$81.1 - $81.7
|
15
$1.23K
|
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-2- 4.17% |
$162 - $163
|
46
$3.77K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-2- 0.28% |
$162 - $163
|
716
$58.7K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-2- 0.12% |
$162 - $163
|
1.64K
$134K
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-3- 0.41% |
$243 - $245
|
737
$60.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-9Closed |
$729 - $735
|
0
$0
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-12- 1.26% |
$973 - $980
|
942
$77.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-12- 1.06% |
$973 - $980
|
1.12K
$91.5K
|
|
|
Jul 17, 2024
Q2 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-13- 27.08% |
$1.05K - $1.06K
|
35
$2.87K
|
|
|
Aug 13, 2024
Q2 2024
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-14- 7.53% |
$1.13K - $1.14K
|
172
$14.1K
|
|
|
Aug 05, 2024
Q2 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-15- 0.15% |
$1.22K - $1.22K
|
9.94K
$815K
|
|
|
Jul 30, 2024
Q2 2024
|
Integrity Financial Corp
|
SELL
|
- |
-15- 75.0% |
$1.22K - $1.22K
|
5
$410
|
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-17- 6.44% |
$1.38K - $1.39K
|
247
$20.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-18- 12.33% |
$1.46K - $1.47K
|
128
$10.5K
|
|
|
Jul 08, 2024
Q2 2024
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-20- 1.2% |
$1.62K - $1.63K
|
1.65K
$136K
|
|
|
Aug 02, 2024
Q2 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-23- 0.28% |
$1.86K - $1.88K
|
8.28K
$679K
|
|
|
Aug 07, 2024
Q2 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-25- 0.39% |
$2.03K - $2.04K
|
6.34K
$520K
|
|
|
Jul 26, 2024
Q2 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-26- 21.31% |
$2.11K - $2.12K
|
96
$7.87K
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
SELL
|
- |
-27- 3.53% |
$2.19K - $2.2K
|
737
$60.5K
|
|
|
Jul 25, 2024
Q2 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-33- 1.11% |
$2.67K - $2.69K
|
2.93K
$240K
|
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-34- 91.89% |
$2.76K - $2.78K
|
3
$246
|
|
|
Jul 09, 2024
Q2 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-35- 3.27% |
$2.84K - $2.86K
|
1.04K
$84.9K
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-37- 7.51% |
$3K - $3.02K
|
456
$37.4K
|
|
|
Jul 25, 2024
Q2 2024
|
Aries Wealth Management
|
SELL
|
- |
-40- 0.33% |
$3.24K - $3.27K
|
12.1K
$992K
|
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-41- 0.14% |
$3.32K - $3.35K
|
30.3K
$2.48M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-47- 0.17% |
$3.81K - $3.84K
|
28.2K
$2.31M
|
|
|
Jul 12, 2024
Q2 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-50- 1.19% |
$4.05K - $4.08K
|
4.14K
$340K
|
|
|
Jul 31, 2024
Q2 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-52- 0.43% |
$4.21K - $4.25K
|
12.1K
$993K
|
|
|
Aug 14, 2024
Q2 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-56- 14.89% |
$4.54K - $4.57K
|
320
$26.2K
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-57- 4.07% |
$4.62K - $4.65K
|
1.34K
$110K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-57- 10.18% |
$4.62K - $4.65K
|
503
$41.3K
|