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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2024
Q2 2024
|
Ridgepath Capital Management LLC
Knoxville, TN |
SELL
|
- |
-1.17K- 13.8% |
$94.4K - $95.1K
|
7.28K
$597K
|
|
|
Jul 23, 2024
Q2 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-1.18K- 27.2% |
$95.6K - $96.3K
|
3.16K
$259K
|
|
|
Aug 02, 2024
Q2 2024
|
Fortem Financial Group, LLC
|
SELL
|
- |
-1.21K- 1.14% |
$98K - $98.7K
|
105K
$8.59M
|
|
|
Aug 01, 2024
Q2 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-1.23K- 19.78% |
$99.7K - $100K
|
4.99K
$409K
|
|
|
Aug 05, 2024
Q2 2024
|
Apexium Financial, LP
|
SELL
|
- |
-1.24K- 9.06% |
$100K - $101K
|
12.4K
$1.02M
|
|
|
Aug 06, 2024
Q2 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-1.27K- 8.72% |
$103K - $104K
|
13.3K
$1.09M
|
|
|
Jul 29, 2024
Q2 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-1.28K- 17.64% |
$104K - $105K
|
5.99K
$491K
|
|
|
Jul 15, 2024
Q2 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-1.29K- 5.54% |
$105K - $106K
|
22.1K
$1.81M
|
|
|
Aug 05, 2024
Q2 2024
|
Retirement Financial Solutions, LLC
Knoxville, TN |
SELL
|
- |
-1.3K- 2.36% |
$105K - $106K
|
53.7K
$4.41M
|
|
|
Jul 19, 2024
Q2 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-1.31K- 3.99% |
$106K - $107K
|
31.4K
$2.58M
|
|
|
Aug 01, 2024
Q2 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-1.31K- 28.75% |
$106K - $107K
|
3.24K
$266K
|
|
|
Aug 07, 2024
Q2 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.33K- 5.61% |
$108K - $109K
|
22.4K
$1.84M
|
|
|
Aug 14, 2024
Q2 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-1.34K- 33.74% |
$109K - $110K
|
2.64K
$216K
|
|
|
Jul 10, 2024
Q2 2024
|
Apella Capital, LLC
|
SELL
|
- |
-1.34K- 2.08% |
$109K - $110K
|
63.2K
$5.18M
|
|
|
Jul 15, 2024
Q2 2024
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-1.38K- 32.27% |
$112K - $112K
|
2.89K
$237K
|
|
|
Aug 13, 2024
Q2 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-1.4K- 16.98% |
$114K - $115K
|
6.86K
$563K
|
|
|
Jul 12, 2024
Q2 2024
|
Pointe Capital Management LLC
|
SELL
|
- |
-1.42K- 1.85% |
$115K - $116K
|
75.5K
$6.2M
|
|
|
Jul 05, 2024
Q2 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-1.44K- 20.25% |
$117K - $118K
|
5.67K
$465K
|
|
|
Jul 31, 2024
Q2 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-1.45K- 19.69% |
$118K - $119K
|
5.93K
$486K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.58K- 15.02% |
$128K - $129K
|
8.94K
$733K
|
|
|
Jul 15, 2024
Q2 2024
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-1.59K- 16.88% |
$128K - $129K
|
7.81K
$640K
|
|
|
Jul 11, 2024
Q2 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-1.62K- 13.87% |
$131K - $132K
|
10K
$824K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.65K- 34.73% |
$133K - $134K
|
3.09K
$254K
|
|
|
Jul 16, 2024
Q2 2024
|
Country Club Bank
|
SELL
|
- |
-1.69K- 2.47% |
$137K - $138K
|
66.9K
$5.49M
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.69K- 20.23% |
$137K - $138K
|
6.68K
$548K
|
|
|
Jul 31, 2024
Q2 2024
|
Ndwm LLC
La Jolla, CA |
SELL
|
- |
-1.74K- 11.31% |
$141K - $142K
|
13.7K
$1.12M
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-1.76K- 38.88% |
$143K - $144K
|
2.77K
$227K
|
|
|
Jul 22, 2024
Q2 2024
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-1.76K- 44.26% |
$143K - $144K
|
2.22K
$182K
|
|
|
Aug 02, 2024
Q2 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-1.8K- 6.26% |
$146K - $147K
|
27K
$2.21M
|
|
|
Aug 15, 2024
Q2 2024
|
Dorsey Wright & Associates
|
SELL
|
- |
-1.89K- 7.27% |
$153K - $154K
|
24.1K
$1.98M
|
|
|
Jul 17, 2024
Q2 2024
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-1.9K- 19.84% |
$154K - $155K
|
7.67K
$629K
|
|
|
Jul 24, 2024
Q2 2024
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-1.91K- 21.07% |
$155K - $156K
|
7.16K
$587K
|
|
|
Aug 09, 2024
Q2 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-1.92K- 11.9% |
$156K - $157K
|
14.2K
$1.17M
|
|
|
Jul 16, 2024
Q2 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-1.94K- 4.92% |
$157K - $158K
|
37.4K
$3.07M
|
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-1.96K- 28.9% |
$159K - $160K
|
4.83K
$396K
|
|
|
Aug 12, 2024
Q2 2024
|
Herr Investment Group LLC
Austin, TX |
SELL
|
- |
-2K- 16.82% |
$162K - $163K
|
9.89K
$811K
|
|
|
Jul 30, 2024
Q2 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-2.02K- 8.41% |
$164K - $165K
|
22K
$1.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-2.04K- 35.9% |
$165K - $167K
|
3.64K
$299K
|
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-2.07K- 27.71% |
$168K - $169K
|
5.41K
$444K
|
|
|
Jul 15, 2024
Q2 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-2.14K- 15.96% |
$173K - $175K
|
11.3K
$924K
|
|
|
Jul 30, 2024
Q2 2024
|
James Investment Research Inc
|
SELL
|
- |
-2.16K- 1.59% |
$175K - $177K
|
133K
$10.9M
|
|
|
Aug 05, 2024
Q2 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-2.2K- 9.61% |
$178K - $180K
|
20.7K
$1.7M
|
|
|
Aug 07, 2024
Q2 2024
|
Stone X Group Inc.
|
SELL
|
- |
-2.22K- 8.54% |
$180K - $181K
|
23.8K
$1.95M
|
|
|
Jul 19, 2024
Q2 2024
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-2.26K- 1.49% |
$183K - $185K
|
150K
$12.3M
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
SELL
|
- |
-2.26K- 6.0% |
$183K - $185K
|
35.5K
$2.91M
|
|
|
Aug 14, 2024
Q2 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-2.32K- 28.47% |
$188K - $189K
|
5.83K
$478K
|
|
|
Jul 29, 2024
Q2 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-2.33K- 3.05% |
$189K - $191K
|
74.2K
$6.09M
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-2.36K- 15.68% |
$191K - $192K
|
12.7K
$1.04M
|
|
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-2.37K- 18.67% |
$192K - $193K
|
10.3K
$846K
|
|
|
Jul 31, 2024
Q2 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-2.4K- 22.45% |
$194K - $196K
|
8.27K
$679K
|