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 26, 2024
Q2 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
335+ 12.36% |
$27.2K - $27.4K
|
3.05K
$250K
|
|
|
Aug 05, 2024
Q2 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
332+ 1.8% |
$26.9K - $27.1K
|
18.8K
$1.54M
|
|
|
Aug 12, 2024
Q2 2024
|
One Day In July LLC
|
BUY
|
- |
321+ 0.68% |
$26K - $26.2K
|
47.5K
$3.9M
|
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
315+ 4.74% |
$25.5K - $25.7K
|
6.96K
$571K
|
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
314+ 3.83% |
$25.4K - $25.6K
|
8.5K
$698K
|
|
|
Aug 12, 2024
Q2 2024
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
311+ 0.38% |
$25.2K - $25.4K
|
82K
$6.73M
|
|
|
Aug 14, 2024
Q2 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
300+ 5.81% |
$24.3K - $24.5K
|
5.46K
$448K
|
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
299New |
$24.2K - $24.4K
|
299
$24.5K
|
|
|
Jul 30, 2024
Q2 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
289+ 44.19% |
$23.4K - $23.6K
|
943
$77.4K
|
|
|
Aug 08, 2024
Q2 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
289+ 7.85% |
$23.4K - $23.6K
|
3.97K
$326K
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
288+ 10.4% |
$23.3K - $23.5K
|
3.06K
$251K
|
|
|
Aug 13, 2024
Q2 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
286New |
$23.2K - $23.4K
|
286
$23.5K
|
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
282New |
$22.9K - $23K
|
282
$23.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
275+ 0.72% |
$22.3K - $22.5K
|
38.4K
$3.15M
|
|
|
Aug 09, 2024
Q2 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
273New |
$22.1K - $22.3K
|
273
$22.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
261+ 0.72% |
$21.2K - $21.3K
|
36.7K
$3.01M
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
BUY
|
- |
260New |
$21.1K - $21.2K
|
260
$21.3K
|
|
|
Aug 15, 2024
Q2 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
260+ 4.0% |
$21.1K - $21.2K
|
6.76K
$555K
|
|
|
Jul 31, 2024
Q2 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
255New |
$20.7K - $20.8K
|
255
$20.9K
|
|
|
Jul 03, 2024
Q2 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
253+ 4.08% |
$20.5K - $20.7K
|
6.45K
$529K
|
|
|
Jul 10, 2024
Q2 2024
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
250+ 7.0% |
$20.3K - $20.4K
|
3.82K
$314K
|
|
|
Jul 30, 2024
Q2 2024
|
L.M. Kohn & Company
|
BUY
|
- |
245+ 5.26% |
$19.9K - $20K
|
4.9K
$402K
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
244New |
$19.8K - $19.9K
|
244
$20K
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
244+ 0.94% |
$19.8K - $19.9K
|
26.2K
$2.15M
|
|
|
Aug 09, 2024
Q2 2024
|
Renasant Bank
|
BUY
|
- |
243+ 2.63% |
$19.7K - $19.8K
|
9.49K
$778K
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
238+ 5.02% |
$19.3K - $19.4K
|
4.98K
$408K
|
|
|
Aug 02, 2024
Q2 2024
|
Hudock, Inc.
|
BUY
|
- |
235+ 0.49% |
$19K - $19.2K
|
48.2K
$3.96M
|
|
|
Aug 14, 2024
Q2 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
223+ 3.31% |
$18.1K - $18.2K
|
6.95K
$570K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
223+ 1.74% |
$18.1K - $18.2K
|
13.1K
$1.07M
|
|
|
Jul 12, 2024
Q2 2024
|
Gleason Group, Inc.
|
BUY
|
- |
210New |
$17K - $17.1K
|
210
$17.2K
|
|
|
Aug 05, 2024
Q2 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
200+ 1.69% |
$16.2K - $16.3K
|
12K
$986K
|
|
|
Aug 12, 2024
Q2 2024
|
Purus Wealth Management, LLC
|
BUY
|
- |
200+ 2.85% |
$16.2K - $16.3K
|
7.21K
$592K
|
|
|
Jul 23, 2024
Q2 2024
|
Rockland Trust CO
|
BUY
|
- |
185+ 1.64% |
$15K - $15.1K
|
11.5K
$941K
|
|
|
Aug 02, 2024
Q2 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
184+ 1.87% |
$14.9K - $15K
|
10K
$822K
|
|
|
Aug 13, 2024
Q2 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
173New |
$14K - $14.1K
|
173
$14.2K
|
|
|
Aug 08, 2024
Q2 2024
|
Stolper CO
|
BUY
|
- |
171+ 2.18% |
$13.9K - $14K
|
8.01K
$657K
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
170+ 0.57% |
$13.8K - $13.9K
|
30K
$2.46M
|
|
|
Aug 14, 2024
Q2 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
159New |
$12.9K - $13K
|
159
$13K
|
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
154+ 3.26% |
$12.5K - $12.6K
|
4.88K
$400K
|
|
|
Aug 13, 2024
Q2 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
154+ 1.38% |
$12.5K - $12.6K
|
11.3K
$929K
|
|
|
Aug 07, 2024
Q2 2024
|
Jordan Park Group LLC
|
BUY
|
- |
154+ 0.98% |
$12.5K - $12.6K
|
15.9K
$1.3M
|
|
|
Jul 16, 2024
Q2 2024
|
Moulton Wealth Management, Inc
|
BUY
|
- |
154+ 1.75% |
$12.5K - $12.6K
|
8.94K
$733K
|
|
|
Jul 24, 2024
Q2 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
148+ 2.01% |
$12K - $12.1K
|
7.53K
$618K
|
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
148+ 0.99% |
$12K - $12.1K
|
15.1K
$1.23M
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
147+ 0.14% |
$11.9K - $12K
|
105K
$8.6M
|
|
|
Aug 07, 2024
Q2 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
145New |
$11.8K - $11.8K
|
145
$11.9K
|
|
|
Jul 16, 2024
Q2 2024
|
Patton Fund Management, Inc.
|
BUY
|
- |
140+ 1.84% |
$11.3K - $11.4K
|
7.77K
$637K
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
131+ 4.99% |
$10.6K - $10.7K
|
2.76K
$226K
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
130+ 74.29% |
$10.5K - $10.6K
|
305
$25K
|
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
125+ 29.07% |
$10.1K - $10.2K
|
555
$45.5K
|