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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-571- 9.5% |
$46.3K - $46.6K
|
5.44K
$446K
|
|
|
Jul 11, 2024
Q2 2024
|
Twele Capital Management, Inc.
|
SELL
|
- |
-575- 10.27% |
$46.6K - $47K
|
5.02K
$412K
|
|
|
Aug 06, 2024
Q2 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-581- 0.95% |
$47.1K - $47.4K
|
60.4K
$4.96M
|
|
|
Aug 15, 2024
Q2 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-585- 0.56% |
$47.4K - $47.8K
|
104K
$8.52M
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
SELL
|
- |
-593- 13.05% |
$48.1K - $48.4K
|
3.95K
$324K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-606- 6.7% |
$49.1K - $49.5K
|
8.44K
$692K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-613- 51.3% |
$49.7K - $50.1K
|
582
$47.7K
|
|
|
Jul 15, 2024
Q2 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-634- 1.52% |
$51.4K - $51.8K
|
41.1K
$3.37M
|
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-641- 20.25% |
$52K - $52.3K
|
2.53K
$207K
|
|
|
Jul 12, 2024
Q2 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-643- 10.86% |
$52.1K - $52.5K
|
5.28K
$433K
|
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-646- 0.91% |
$52.4K - $52.8K
|
70K
$5.74M
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-672- 37.52% |
$54.5K - $54.9K
|
1.12K
$91.8K
|
|
|
Jul 31, 2024
Q2 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-682- 6.65% |
$55.3K - $55.7K
|
9.58K
$786K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-694- 16.08% |
$56.2K - $56.7K
|
3.62K
$297K
|
|
|
Jul 26, 2024
Q2 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-736- 11.73% |
$59.7K - $60.1K
|
5.54K
$454K
|
|
|
Jul 10, 2024
Q2 2024
|
Life Pro Asset Management
|
SELL
|
- |
-738- 13.65% |
$59.8K - $60.3K
|
4.67K
$383K
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-738- 6.06% |
$59.8K - $60.3K
|
11.4K
$938K
|
|
|
Aug 06, 2024
Q2 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-741- 3.89% |
$60.1K - $60.5K
|
18.3K
$1.5M
|
|
|
Jul 29, 2024
Q2 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-746- 4.28% |
$60.5K - $60.9K
|
16.7K
$1.37M
|
|
|
Aug 06, 2024
Q2 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-764- 10.34% |
$61.9K - $62.4K
|
6.63K
$544K
|
|
|
Aug 12, 2024
Q2 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-768- 6.3% |
$62.2K - $62.7K
|
11.4K
$938K
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-775- 27.85% |
$62.8K - $63.3K
|
2.01K
$165K
|
|
|
Aug 09, 2024
Q2 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-794- 1.65% |
$64.4K - $64.8K
|
47.3K
$3.88M
|
|
|
Aug 12, 2024
Q2 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-795- 9.14% |
$64.4K - $64.9K
|
7.9K
$648K
|
|
|
Jul 17, 2024
Q2 2024
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-803- 6.59% |
$65.1K - $65.6K
|
11.4K
$934K
|
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-821- 2.25% |
$66.5K - $67K
|
35.6K
$2.92M
|
|
|
Aug 12, 2024
Q2 2024
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-845- 3.57% |
$68.5K - $69K
|
22.8K
$1.87M
|
|
|
Aug 08, 2024
Q2 2024
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-865- 3.95% |
$70.1K - $70.6K
|
21K
$1.73M
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-867- 1.35% |
$70.3K - $70.8K
|
63.3K
$5.19M
|
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-887- 6.72% |
$71.9K - $72.4K
|
12.3K
$1.01M
|
|
|
Jul 11, 2024
Q2 2024
|
New Capital Management LP
|
SELL
|
- |
-894- 2.44% |
$72.5K - $73K
|
35.8K
$2.94M
|
|
|
Aug 05, 2024
Q2 2024
|
Howard Capital Management Inc.
|
SELL
|
- |
-895- 5.7% |
$72.5K - $73.1K
|
14.8K
$1.21M
|
|
|
Aug 13, 2024
Q2 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-908- 25.49% |
$73.6K - $74.1K
|
2.65K
$218K
|
|
|
Aug 13, 2024
Q2 2024
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-912- 8.86% |
$73.9K - $74.5K
|
9.38K
$770K
|
|
|
Jul 23, 2024
Q2 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-934- 9.19% |
$75.7K - $76.3K
|
9.22K
$757K
|
|
|
Aug 13, 2024
Q2 2024
|
Seelaus Asset Management LLC
|
SELL
|
- |
-938- 17.96% |
$76K - $76.6K
|
4.28K
$351K
|
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-965- 12.45% |
$78.2K - $78.8K
|
6.78K
$556K
|
|
|
Aug 01, 2024
Q2 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-966- 4.04% |
$78.3K - $78.9K
|
22.9K
$1.88M
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-973- 6.1% |
$78.9K - $79.5K
|
15K
$1.23M
|
|
|
Aug 08, 2024
Q2 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-1K- 71.43% |
$81.1K - $81.7K
|
400
$32.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-1K- 10.31% |
$81.1K - $81.7K
|
8.7K
$714K
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.01K- 6.23% |
$81.9K - $82.6K
|
15.2K
$1.25M
|
|
|
Aug 08, 2024
Q2 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-1.07K- 1.99% |
$86.5K - $87.1K
|
52.7K
$4.32M
|
|
|
Jul 25, 2024
Q2 2024
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-1.09K- 25.15% |
$87.9K - $88.6K
|
3.23K
$265K
|
|
|
Aug 12, 2024
Q2 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-1.09K- 15.75% |
$88.7K - $89.3K
|
5.85K
$480K
|
|
|
Aug 14, 2024
Q2 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-1.1K- 3.46% |
$89.1K - $89.7K
|
30.7K
$2.52M
|
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-1.12K- 1.24% |
$90.9K - $91.5K
|
89.1K
$7.31M
|
|
|
Aug 14, 2024
Q2 2024
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-1.13K- 18.67% |
$91.3K - $91.9K
|
4.91K
$402K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.14K- 6.25% |
$92.1K - $92.8K
|
17K
$1.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-1.15K- 4.77% |
$93.5K - $94.2K
|
23K
$1.89M
|