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 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-4.48K- 13.41% |
$363K - $366K
|
28.9K
$2.37M
|
|
|
Jul 24, 2024
Q2 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-4.52K- 27.76% |
$366K - $369K
|
11.8K
$964K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-4.56K- 1.17% |
$370K - $372K
|
385K
$31.6M
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-4.56K- 46.31% |
$370K - $373K
|
5.29K
$434K
|
|
|
Aug 13, 2024
Q2 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-4.75K- 21.78% |
$385K - $388K
|
17K
$1.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Fwl Investment Management, LLC
|
SELL
|
- |
-4.89K- 79.01% |
$396K - $399K
|
1.3K
$107K
|
|
|
Jul 08, 2024
Q2 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-4.92K- 57.86% |
$398K - $401K
|
3.58K
$294K
|
|
|
Jul 29, 2024
Q2 2024
|
Mtc Wealth Management LLC
|
SELL
|
- |
-5.06K- 4.18% |
$410K - $413K
|
116K
$9.51M
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-5.15K- 9.9% |
$417K - $420K
|
46.8K
$3.84M
|
|
|
Aug 02, 2024
Q2 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-5.31K- 19.2% |
$430K - $434K
|
22.4K
$1.83M
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-5.33K- 32.91% |
$432K - $435K
|
10.9K
$891K
|
|
|
Jul 31, 2024
Q2 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-5.4K- 19.48% |
$438K - $441K
|
22.3K
$1.83M
|
|
|
Jul 26, 2024
Q2 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-5.45K- 7.9% |
$442K - $445K
|
63.5K
$5.21M
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
SELL
|
- |
-5.5K- 7.72% |
$446K - $449K
|
65.8K
$5.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-5.59K- 3.7% |
$453K - $456K
|
145K
$11.9M
|
|
|
Jul 16, 2024
Q2 2024
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-5.62K- 27.06% |
$455K - $459K
|
15.1K
$1.24M
|
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
SELL
|
- |
-5.91K- 26.56% |
$479K - $483K
|
16.3K
$1.34M
|
|
|
Jul 18, 2024
Q2 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-5.98K- 23.17% |
$485K - $488K
|
19.8K
$1.63M
|
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-6K- 2.2% |
$487K - $490K
|
266K
$21.8M
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-6.05K- 79.71% |
$490K - $494K
|
1.54K
$126K
|
|
|
Jul 15, 2024
Q2 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-6.05K- 6.87% |
$490K - $494K
|
82.1K
$6.73M
|
|
|
Jul 30, 2024
Q2 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-6.06K- 51.2% |
$491K - $495K
|
5.78K
$474K
|
|
|
Aug 14, 2024
Q2 2024
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-6.17K- 11.25% |
$500K - $503K
|
48.6K
$3.99M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-6.17K- 19.41% |
$500K - $504K
|
25.6K
$2.1M
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-6.38K- 42.22% |
$517K - $521K
|
8.73K
$716K
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-6.94K- 26.59% |
$563K - $567K
|
19.2K
$1.57M
|
|
|
Aug 14, 2024
Q2 2024
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-7.04K- 32.3% |
$571K - $575K
|
14.8K
$1.21M
|
|
|
Aug 06, 2024
Q2 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-7.06K- 14.03% |
$572K - $577K
|
43.3K
$3.55M
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-7.08K- 5.34% |
$574K - $578K
|
126K
$10.3M
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-7.1K- 44.87% |
$575K - $580K
|
8.72K
$715K
|
|
|
Jul 30, 2024
Q2 2024
|
Platform Technology Partners
|
SELL
|
- |
-7.14K- 16.65% |
$579K - $583K
|
35.7K
$2.93M
|
|
|
Jul 22, 2024
Q2 2024
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-7.14K- 49.85% |
$579K - $583K
|
7.18K
$589K
|
|
|
Aug 14, 2024
Q2 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-7.16K- 32.94% |
$581K - $585K
|
14.6K
$1.2M
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-7.22K- 27.58% |
$585K - $589K
|
18.9K
$1.55M
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-7.26K- 11.09% |
$588K - $593K
|
58.2K
$4.77M
|
|
|
Jul 12, 2024
Q2 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-7.29K- 14.9% |
$591K - $596K
|
41.6K
$3.42M
|
|
|
Jul 12, 2024
Q2 2024
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-7.37K- 34.12% |
$597K - $602K
|
14.2K
$1.17M
|
|
|
Jul 30, 2024
Q2 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-7.58K- 13.34% |
$615K - $619K
|
49.2K
$4.04M
|
|
|
Jul 19, 2024
Q2 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-7.68K- 14.71% |
$623K - $627K
|
44.6K
$3.65M
|
|
|
Aug 02, 2024
Q2 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-8K- 70.7% |
$648K - $653K
|
3.32K
$272K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-8.36K- 7.74% |
$677K - $682K
|
99.6K
$8.17M
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-8.47K- 9.29% |
$687K - $692K
|
82.7K
$6.79M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-8.51K- 8.16% |
$690K - $695K
|
95.8K
$7.86M
|
|
|
Aug 02, 2024
Q2 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-8.56K- 5.36% |
$694K - $699K
|
151K
$12.4M
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-8.57K- 36.34% |
$694K - $699K
|
15K
$1.23M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-8.72K- 34.16% |
$707K - $712K
|
16.8K
$1.38M
|
|
|
Jul 16, 2024
Q2 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-8.78K- 28.98% |
$711K - $717K
|
21.5K
$1.76M
|
|
|
Jul 22, 2024
Q2 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-8.79K- 25.65% |
$713K - $718K
|
25.5K
$2.09M
|
|
|
Aug 06, 2024
Q2 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
SELL
|
- |
-8.94K- 23.7% |
$725K - $730K
|
28.8K
$2.36M
|
|
|
Aug 14, 2024
Q2 2024
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-9.08K- 1.69% |
$736K - $741K
|
527K
$43.3M
|