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 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
2.29K+ 10.53% |
$185K - $187K
|
24K
$1.97M
|
|
|
Jul 12, 2024
Q2 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
2.25K+ 44.23% |
$182K - $183K
|
7.33K
$601K
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
2.19K+ 3.38% |
$177K - $179K
|
66.9K
$5.49M
|
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
BUY
|
- |
2.18K+ 2.95% |
$177K - $178K
|
76K
$6.24M
|
|
|
Aug 14, 2024
Q2 2024
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
2.12K+ 9.31% |
$172K - $173K
|
24.9K
$2.05M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.96K+ 6.57% |
$159K - $160K
|
31.7K
$2.6M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.95K+ 1.12% |
$158K - $159K
|
176K
$14.5M
|
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.94K+ 67.52% |
$157K - $158K
|
4.8K
$394K
|
|
|
Jul 29, 2024
Q2 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.82K+ 73.61% |
$147K - $148K
|
4.28K
$351K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.8K+ 66.2% |
$146K - $147K
|
4.51K
$370K
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.77K+ 30.51% |
$143K - $144K
|
7.56K
$620K
|
|
|
Jul 17, 2024
Q2 2024
|
Welch Group, LLC
|
BUY
|
- |
1.75K+ 14.29% |
$142K - $143K
|
14K
$1.15M
|
|
|
Aug 02, 2024
Q2 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
1.72K+ 13.07% |
$139K - $140K
|
14.9K
$1.22M
|
|
|
Jul 19, 2024
Q2 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
1.65K+ 4.57% |
$134K - $135K
|
37.8K
$3.1M
|
|
|
Aug 08, 2024
Q2 2024
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
1.62K+ 9.25% |
$131K - $132K
|
19.1K
$1.56M
|
|
|
Aug 13, 2024
Q2 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.61K+ 28.04% |
$130K - $131K
|
7.33K
$602K
|
|
|
Jul 25, 2024
Q2 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
1.56K+ 28.55% |
$126K - $127K
|
7.02K
$576K
|
|
|
Jul 30, 2024
Q2 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
1.56K+ 11.22% |
$126K - $127K
|
15.4K
$1.27M
|
|
|
Aug 14, 2024
Q2 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
1.54K+ 5.93% |
$125K - $126K
|
27.5K
$2.26M
|
|
|
Jul 24, 2024
Q2 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
1.54K+ 49.44% |
$125K - $126K
|
4.65K
$382K
|
|
|
Jul 11, 2024
Q2 2024
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
1.52K+ 6.84% |
$123K - $124K
|
23.8K
$1.95M
|
|
|
Jul 30, 2024
Q2 2024
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
1.51K+ 2.93% |
$122K - $123K
|
53.2K
$4.36M
|
|
|
Jul 12, 2024
Q2 2024
|
A. D. Beadell Investment Counsel, Inc.
|
BUY
|
- |
1.49K+ 32.17% |
$121K - $122K
|
6.11K
$501K
|
|
|
Sep 26, 2024
Q2 2024
|
Alternative Investment Advisors, Llc.
Maitland, FL |
BUY
|
- |
1.47K+ 52.19% |
$119K - $120K
|
4.28K
$351K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.47K+ 32.53% |
$119K - $120K
|
5.97K
$490K
|
|
|
Aug 07, 2024
Q2 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
1.46K+ 4.81% |
$118K - $119K
|
31.8K
$2.61M
|
|
|
Aug 09, 2024
Q2 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.46K+ 2.97% |
$118K - $119K
|
50.5K
$4.15M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambiar Investors LLC
|
BUY
|
- |
1.45K+ 2.01% |
$118K - $118K
|
73.5K
$6.03M
|
|
|
Aug 06, 2024
Q2 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
1.44K+ 7.68% |
$117K - $118K
|
20.2K
$1.66M
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.44K+ 25.46% |
$116K - $117K
|
7.08K
$581K
|
|
|
Aug 08, 2024
Q2 2024
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
1.42K+ 12.31% |
$115K - $116K
|
13K
$1.06M
|
|
|
Aug 14, 2024
Q2 2024
|
Barry Investment Advisors, LLC
|
BUY
|
- |
1.38K+ 12.48% |
$112K - $113K
|
12.5K
$1.02M
|
|
|
Aug 08, 2024
Q2 2024
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
1.38K+ 2.55% |
$112K - $113K
|
55.5K
$4.55M
|
|
|
Aug 13, 2024
Q2 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.35K+ 4.59% |
$109K - $110K
|
30.8K
$2.52M
|
|
|
Aug 09, 2024
Q2 2024
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
1.33K+ 2.12% |
$108K - $108K
|
64K
$5.25M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.29K+ 7.17% |
$105K - $106K
|
19.3K
$1.58M
|
|
|
Aug 27, 2024
Q2 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
1.23K+ 13.88% |
$99.4K - $100K
|
10.1K
$825K
|
|
|
Aug 05, 2024
Q2 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
1.21K+ 0.89% |
$98.1K - $98.8K
|
138K
$11.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
1.2K+ 6.54% |
$96.9K - $97.7K
|
19.5K
$1.6M
|
|
|
Jul 16, 2024
Q2 2024
|
Hudson Capital Management LLC
|
BUY
|
- |
1.19K+ 18.24% |
$96.2K - $96.9K
|
7.69K
$631K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.17KNew |
$94.9K - $95.6K
|
1.17K
$96.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
1.17K+ 14.59% |
$94.7K - $95.5K
|
9.18K
$753K
|
|
|
Jul 30, 2024
Q2 2024
|
Benedict Financial Advisors Inc
|
BUY
|
- |
1.14K+ 10.61% |
$92.7K - $93.4K
|
11.9K
$978K
|
|
|
Jul 02, 2024
Q2 2024
|
Modus Advisors, LLC
|
BUY
|
- |
1.14K+ 1.7% |
$92K - $92.7K
|
67.9K
$5.57M
|
|
|
Jul 25, 2024
Q2 2024
|
Forte Asset Management LLC
|
BUY
|
- |
1.1K+ 27.5% |
$89.2K - $89.8K
|
5.1K
$418K
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.09K+ 6.54% |
$88.3K - $89K
|
17.8K
$1.46M
|
|
|
Jul 12, 2024
Q2 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
1.08K+ 6.26% |
$87.7K - $88.4K
|
18.4K
$1.51M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
1.07K+ 15.24% |
$86.8K - $87.5K
|
8.1K
$664K
|
|
|
Aug 14, 2024
Q2 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
1.06K+ 5.95% |
$86.1K - $86.7K
|
18.9K
$1.55M
|
|
|
Jul 22, 2024
Q2 2024
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
1.04K+ 1.05% |
$84.4K - $85K
|
99.9K
$8.19M
|