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
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
7.61K+ 4.41% |
$617K - $621K
|
180K
$14.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
7.59K+ 14.13% |
$615K - $620K
|
61.3K
$5.03M
|
|
|
Jul 29, 2024
Q2 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
7.52K+ 8.91% |
$610K - $614K
|
92K
$7.54M
|
|
|
Jul 23, 2024
Q2 2024
|
Koa Wealth Management, LLC
Encinitas, CA |
BUY
|
- |
7.49K+ 15.58% |
$607K - $612K
|
55.6K
$4.56M
|
|
|
Aug 06, 2024
Q2 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
7.37KNew |
$598K - $602K
|
7.37K
$605K
|
|
|
Aug 01, 2024
Q2 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
7.37K+ 83.12% |
$597K - $602K
|
16.2K
$1.33M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
7.34K+ 0.13% |
$595K - $599K
|
5.81M
$476M
|
|
|
Jul 24, 2024
Q2 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
7.32K+ 5.69% |
$593K - $598K
|
136K
$11.2M
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
7.19K+ 31.77% |
$583K - $587K
|
29.8K
$2.45M
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
7.17K+ 10.84% |
$581K - $586K
|
73.3K
$6.01M
|
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
7.16KNew |
$580K - $585K
|
7.16K
$587K
|
|
|
Aug 14, 2024
Q2 2024
|
Alamar Capital Management, LLC
|
BUY
|
- |
7.09K+ 52.48% |
$574K - $579K
|
20.6K
$1.69M
|
|
|
Aug 13, 2024
Q2 2024
|
Camden National Bank
Camden, ME |
BUY
|
- |
6.96K+ 7.55% |
$564K - $568K
|
99.2K
$8.13M
|
|
|
Aug 09, 2024
Q2 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
6.86K+ 5.9% |
$556K - $560K
|
123K
$10.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Barr E S & CO
Lexington, KY |
BUY
|
- |
6.78KNew |
$549K - $553K
|
6.78K
$556K
|
|
|
Jul 23, 2024
Q2 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
6.77KNew |
$549K - $553K
|
6.77K
$555K
|
|
|
Aug 13, 2024
Q2 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
6.75K+ 24.34% |
$547K - $551K
|
34.5K
$2.83M
|
|
|
Aug 07, 2024
Q2 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
6.75KNew |
$547K - $551K
|
6.75K
$553K
|
|
|
Jul 12, 2024
Q2 2024
|
Weaver Consulting Group
|
BUY
|
- |
6.72K+ 123.14% |
$544K - $548K
|
12.2K
$998K
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
6.65K+ 5.53% |
$539K - $543K
|
127K
$10.4M
|
|
|
Aug 07, 2024
Q2 2024
|
Hilton Capital Management, LLC
|
BUY
|
- |
6.64KNew |
$538K - $542K
|
6.64K
$545K
|
|
|
Jul 26, 2024
Q2 2024
|
Durante & Waters, LLC
Brewster, NY |
BUY
|
- |
6.5K+ 8.73% |
$527K - $531K
|
80.9K
$6.64M
|
|
|
Aug 08, 2024
Q2 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
6.49K+ 13.39% |
$526K - $530K
|
55K
$4.51M
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
BUY
|
- |
6.36K+ 0.48% |
$516K - $520K
|
1.33M
$109M
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
6.34KNew |
$514K - $518K
|
6.34K
$520K
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
6.28K+ 153.79% |
$509K - $512K
|
10.4K
$850K
|
|
|
Aug 01, 2024
Q2 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
6.23KNew |
$505K - $508K
|
6.23K
$511K
|
|
|
Aug 06, 2024
Q2 2024
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
6.21K+ 29.96% |
$504K - $507K
|
27K
$2.21M
|
|
|
Aug 27, 2024
Q2 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
6.19KNew |
$502K - $505K
|
6.19K
$508K
|
|
|
Aug 13, 2024
Q2 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
6.17K+ 2684.35% |
$500K - $504K
|
6.4K
$525K
|
|
|
Aug 12, 2024
Q2 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
6KNew |
$487K - $490K
|
6K
$492K
|
|
|
Aug 09, 2024
Q2 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
5.84KNew |
$473K - $477K
|
5.84K
$479K
|
|
|
Aug 14, 2024
Q2 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
5.8K+ 28.71% |
$470K - $474K
|
26K
$2.13M
|
|
|
Jul 30, 2024
Q2 2024
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
5.72KNew |
$464K - $467K
|
5.72K
$469K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.66K+ 2.99% |
$459K - $462K
|
195K
$16M
|
|
|
Jul 25, 2024
Q2 2024
|
Addison Capital CO
|
BUY
|
- |
5.64K+ 80.03% |
$457K - $460K
|
12.7K
$1.04M
|
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
BUY
|
- |
5.62K+ 43.97% |
$455K - $459K
|
18.4K
$1.51M
|
|
|
Aug 14, 2024
Q2 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
5.59K+ 1.62% |
$453K - $456K
|
351K
$28.8M
|
|
|
Jul 30, 2024
Q2 2024
|
Empowered Funds, LLC
|
BUY
|
- |
5.58K+ 54.84% |
$452K - $456K
|
15.8K
$1.29M
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
5.57K+ 4.67% |
$452K - $455K
|
125K
$10.3M
|
|
|
Jul 10, 2024
Q2 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
5.32K+ 1.1% |
$431K - $434K
|
487K
$40M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.17K+ 8.07% |
$419K - $422K
|
69.2K
$5.68M
|
|
|
Aug 13, 2024
Q2 2024
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
5.05K+ 22.17% |
$409K - $413K
|
27.8K
$2.28M
|
|
|
Jul 30, 2024
Q2 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
5.01K+ 2.09% |
$406K - $409K
|
245K
$20.1M
|
|
|
Jul 08, 2024
Q2 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
4.89K+ 4.92% |
$396K - $399K
|
104K
$8.55M
|
|
|
Jul 17, 2024
Q2 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
4.77K+ 7.54% |
$387K - $389K
|
68K
$5.58M
|
|
|
Jul 24, 2024
Q2 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
4.71KNew |
$381K - $384K
|
4.71K
$386K
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
4.69KNew |
$380K - $383K
|
4.69K
$384K
|
|
|
Aug 07, 2024
Q2 2024
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
4.63K+ 187.01% |
$376K - $378K
|
7.11K
$583K
|
|
|
Aug 08, 2024
Q2 2024
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
4.22K+ 19.71% |
$342K - $345K
|
25.6K
$2.1M
|