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 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
15.3K+ 2596.95% |
$1.24M - $1.25M
|
15.9K
$1.31M
|
|
|
Aug 13, 2024
Q2 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
15.3K+ 2.11% |
$1.24M - $1.25M
|
740K
$60.7M
|
|
|
Jul 03, 2024
Q2 2024
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
14.9K+ 23.53% |
$1.21M - $1.22M
|
78.3K
$6.42M
|
|
|
Aug 14, 2024
Q2 2024
|
Vernal Point Advisors, LLC
San Francisco, CA |
BUY
|
- |
14.9K+ 23.13% |
$1.21M - $1.22M
|
79.2K
$6.5M
|
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
BUY
|
- |
14.9K+ 16.26% |
$1.2M - $1.21M
|
106K
$8.72M
|
|
|
Aug 08, 2024
Q2 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
14.7KNew |
$1.19M - $1.2M
|
14.7K
$1.21M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
14.3K+ 40.66% |
$1.16M - $1.17M
|
49.5K
$4.06M
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
14.2K+ 50.13% |
$1.15M - $1.16M
|
42.5K
$3.49M
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
13.9K+ 27.46% |
$1.13M - $1.14M
|
64.7K
$5.31M
|
|
|
Jul 25, 2024
Q2 2024
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
13.8KNew |
$1.12M - $1.13M
|
13.8K
$1.13M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
13.3K+ 39.05% |
$1.07M - $1.08M
|
47.2K
$3.87M
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
13.1K+ 49.19% |
$1.07M - $1.07M
|
39.9K
$3.27M
|
|
|
Aug 07, 2024
Q2 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
13.1K+ 7.6% |
$1.06M - $1.07M
|
185K
$15.2M
|
|
|
Jul 31, 2024
Q2 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
12.9K+ 129.11% |
$1.04M - $1.05M
|
22.9K
$1.88M
|
|
|
Jul 26, 2024
Q2 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
12.7KNew |
$1.03M - $1.04M
|
12.7K
$1.04M
|
|
|
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
12.6K+ 24.83% |
$1.02M - $1.03M
|
63.5K
$5.21M
|
|
|
Aug 13, 2024
Q2 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
12.6KNew |
$1.02M - $1.03M
|
12.6K
$1.03M
|
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
BUY
|
- |
12.3KNew |
$996K - $1M
|
12.3K
$1.01M
|
|
|
Aug 07, 2024
Q2 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
12.3KNew |
$996K - $1M
|
12.3K
$1.01M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
12.2K+ 28.31% |
$990K - $998K
|
55.4K
$4.54M
|
|
|
Aug 12, 2024
Q2 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
12.2KNew |
$986K - $994K
|
12.2K
$998K
|
|
|
Aug 13, 2024
Q2 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
12K+ 1.68% |
$970K - $977K
|
723K
$59.3M
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
11.9KNew |
$961K - $968K
|
11.9K
$972K
|
|
|
Aug 13, 2024
Q2 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
11.8KNew |
$958K - $965K
|
11.8K
$970K
|
|
|
Jul 25, 2024
Q2 2024
|
Amg National Trust Bank
|
BUY
|
- |
11.6K+ 240.17% |
$939K - $946K
|
16.4K
$1.35M
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
BUY
|
- |
11.2K+ 49.84% |
$910K - $917K
|
33.7K
$2.77M
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
11.1K+ 99.31% |
$896K - $902K
|
22.2K
$1.82M
|
|
|
Jul 25, 2024
Q2 2024
|
Davis Rea Ltd.
|
BUY
|
- |
11KNew |
$895K - $902K
|
11K
$906K
|
|
|
Jul 16, 2024
Q2 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
10.8K+ 17.12% |
$878K - $885K
|
74.1K
$6.08M
|
|
|
Aug 13, 2024
Q2 2024
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
10.7K+ 6.07% |
$866K - $872K
|
187K
$15.3M
|
|
|
Jul 29, 2024
Q2 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
10.5K+ 14.5% |
$853K - $860K
|
83.1K
$6.82M
|
|
|
Aug 07, 2024
Q2 2024
|
America First Investment Advisors, LLC
|
BUY
|
- |
10K+ 2.78% |
$813K - $819K
|
370K
$30.4M
|
|
|
Aug 15, 2024
Q2 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
9.85KNew |
$798K - $804K
|
9.85K
$808K
|
|
|
Aug 01, 2024
Q2 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
9.79K+ 15.96% |
$793K - $799K
|
71.1K
$5.84M
|
|
|
Jul 08, 2024
Q2 2024
|
Boltwood Capital Management
|
BUY
|
- |
9.78K+ 19.57% |
$792K - $798K
|
59.7K
$4.9M
|
|
|
Jul 17, 2024
Q2 2024
|
Tompkins Financial Corp
|
BUY
|
- |
9.28K+ 16.11% |
$752K - $758K
|
66.9K
$5.49M
|
|
|
Aug 09, 2024
Q2 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
9.18K+ 16.21% |
$744K - $749K
|
65.8K
$5.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
9.1KNew |
$737K - $743K
|
9.1K
$746K
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
9.06KNew |
$734K - $740K
|
9.06K
$743K
|
|
|
Jul 11, 2024
Q2 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
8.84K+ 12.68% |
$717K - $722K
|
78.6K
$6.44M
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
8.53K+ 1236.23% |
$691K - $697K
|
9.22K
$756K
|
|
|
Aug 28, 2024
Q2 2024
|
Farmers National Bank
Danville, KY |
BUY
|
- |
8.4KNew |
$681K - $686K
|
8.4K
$689K
|
|
|
Jul 30, 2024
Q2 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
8.3K+ 9.22% |
$673K - $678K
|
98.3K
$8.06M
|
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
BUY
|
- |
8.24K+ 313.24% |
$667K - $672K
|
10.9K
$891K
|
|
|
Aug 13, 2024
Q2 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
8.18K+ 2.72% |
$663K - $668K
|
309K
$25.4M
|
|
|
Jul 12, 2024
Q2 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
8.08KNew |
$655K - $660K
|
8.08K
$663K
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
7.99KNew |
$648K - $653K
|
7.99K
$656K
|
|
|
Aug 06, 2024
Q2 2024
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
7.81K+ 19.55% |
$633K - $638K
|
47.8K
$3.92M
|
|
|
Aug 14, 2024
Q2 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
7.64K+ 1.11% |
$619K - $624K
|
697K
$57.2M
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
7.63K+ 44.27% |
$618K - $623K
|
24.9K
$2.04M
|