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
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
53.7K+ 358.69% |
$4.35M - $4.38M
|
68.7K
$5.63M
|
|
|
Jul 10, 2024
Q2 2024
|
Spence Asset Management
|
BUY
|
- |
49K+ 730.81% |
$3.97M - $4M
|
55.7K
$4.57M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
44.4K+ 100.75% |
$3.6M - $3.63M
|
88.5K
$7.26M
|
|
|
Aug 14, 2024
Q2 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
44KNew |
$3.57M - $3.6M
|
44K
$3.61M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
40.4K+ 7.47% |
$3.27M - $3.3M
|
581K
$47.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
39.7KNew |
$3.21M - $3.24M
|
39.7K
$3.25M
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
39K+ 18.37% |
$3.16M - $3.18M
|
251K
$20.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
38.2KNew |
$3.1M - $3.12M
|
38.2K
$3.14M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
38K+ 65.24% |
$3.08M - $3.1M
|
96.2K
$7.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
34.1K+ 17.09% |
$2.76M - $2.78M
|
233K
$19.2M
|
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
BUY
|
- |
32.3K+ 93.21% |
$2.62M - $2.64M
|
67K
$5.49M
|
|
|
Jul 18, 2024
Q2 2024
|
Rovin Capital
|
BUY
|
- |
31.9KNew |
$2.59M - $2.61M
|
31.9K
$2.62M
|
|
|
Aug 14, 2024
Q2 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
31.6K+ 370.77% |
$2.56M - $2.58M
|
40.2K
$3.29M
|
|
|
Aug 09, 2024
Q2 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
31.5K+ 299.18% |
$2.56M - $2.57M
|
42.1K
$3.45M
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
31.4K+ 19.85% |
$2.54M - $2.56M
|
189K
$15.5M
|
|
|
Jul 18, 2024
Q2 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
31.2K+ 27.06% |
$2.53M - $2.55M
|
147K
$12M
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
31K+ 211.42% |
$2.51M - $2.53M
|
45.6K
$3.74M
|
|
|
Jul 24, 2024
Q2 2024
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
30.7KNew |
$2.49M - $2.51M
|
30.7K
$2.52M
|
|
|
Jul 31, 2024
Q2 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
25.9K+ 45.83% |
$2.1M - $2.12M
|
82.5K
$6.77M
|
|
|
Jul 11, 2024
Q2 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
25.8K+ 47.96% |
$2.09M - $2.11M
|
79.6K
$6.53M
|
|
|
Aug 12, 2024
Q2 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
25.4K+ 4.28% |
$2.06M - $2.07M
|
619K
$50.8M
|
|
|
Jul 30, 2024
Q2 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
25KNew |
$2.03M - $2.04M
|
25K
$2.05M
|
|
|
Jul 31, 2024
Q2 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
24.8K+ 157.76% |
$2.01M - $2.03M
|
40.5K
$3.32M
|
|
|
Aug 01, 2024
Q2 2024
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
24.3K+ 623.65% |
$1.97M - $1.99M
|
28.2K
$2.31M
|
|
|
Aug 01, 2024
Q2 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
24.2K+ 8.08% |
$1.96M - $1.98M
|
324K
$26.6M
|
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
BUY
|
- |
22.8K+ 7.32% |
$1.85M - $1.86M
|
335K
$27.5M
|
|
|
Jul 31, 2024
Q2 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
22.7K+ 11.62% |
$1.84M - $1.85M
|
218K
$17.9M
|
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
BUY
|
- |
22.4K+ 10.13% |
$1.82M - $1.83M
|
244K
$20M
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
21.6K+ 10.84% |
$1.75M - $1.76M
|
221K
$18.1M
|
|
|
Jul 22, 2024
Q2 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
21.4K+ 4.27% |
$1.73M - $1.75M
|
522K
$42.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
21.2K+ 18.99% |
$1.72M - $1.73M
|
133K
$10.9M
|
|
|
Jul 22, 2024
Q2 2024
|
Matson Money. Inc.
|
BUY
|
- |
20.5K+ 1.5% |
$1.66M - $1.67M
|
1.39M
$114M
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
20.2KNew |
$1.64M - $1.65M
|
20.2K
$1.66M
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
19.9K+ 26.61% |
$1.62M - $1.63M
|
94.8K
$7.78M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
19.6K+ 2.04% |
$1.59M - $1.6M
|
984K
$80.7M
|
|
|
Jul 23, 2024
Q2 2024
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
19.4K+ 14.73% |
$1.58M - $1.59M
|
151K
$12.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
19.4KNew |
$1.58M - $1.59M
|
19.4K
$1.59M
|
|
|
Aug 14, 2024
Q2 2024
|
Arrow Investment Advisors, LLC
Laurel, MD |
BUY
|
- |
19.3K+ 78.03% |
$1.57M - $1.58M
|
44.1K
$3.62M
|
|
|
Jul 31, 2024
Q2 2024
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
19.2K+ 132.66% |
$1.56M - $1.57M
|
33.7K
$2.77M
|
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
BUY
|
- |
18.2K+ 8.89% |
$1.48M - $1.49M
|
223K
$18.3M
|
|
|
Jul 30, 2024
Q2 2024
|
Clarity Financial LLC
|
BUY
|
- |
18.2K+ 3.34% |
$1.48M - $1.49M
|
563K
$46.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
18.1K+ 436.93% |
$1.47M - $1.48M
|
22.2K
$1.82M
|
|
|
Jul 18, 2024
Q2 2024
|
Well Done, LLC
|
BUY
|
- |
18K+ 41.77% |
$1.46M - $1.47M
|
61K
$5M
|
|
|
Jul 16, 2024
Q2 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
17.9KNew |
$1.45M - $1.46M
|
17.9K
$1.47M
|
|
|
Sep 10, 2024
Q2 2024
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
17.8KNew |
$1.45M - $1.46M
|
17.8K
$1.46M
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
16.7K+ 8.6% |
$1.35M - $1.36M
|
211K
$17.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
16.7K+ 158.28% |
$1.35M - $1.36M
|
27.2K
$2.23M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
16.6K+ 22.12% |
$1.34M - $1.35M
|
91.4K
$7.5M
|
|
|
Jul 29, 2024
Q2 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
16.4K+ 116.79% |
$1.33M - $1.34M
|
30.4K
$2.5M
|
|
|
Aug 05, 2024
Q2 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
15.9K+ 129.46% |
$1.29M - $1.29M
|
28.1K
$2.31M
|