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
|
Beacon Financial Advisory LLC
|
BUY
|
- |
122+ 1.87% |
$9.89K - $9.96K
|
6.66K
$546K
|
|
|
Aug 01, 2024
Q2 2024
|
Spc Financial, Inc.
|
BUY
|
- |
119+ 1.98% |
$9.64K - $9.72K
|
6.14K
$503K
|
|
|
Aug 05, 2024
Q2 2024
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
119+ 3.29% |
$9.64K - $9.72K
|
3.74K
$306K
|
|
|
Aug 12, 2024
Q2 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
114+ 2.27% |
$9.24K - $9.31K
|
5.15K
$422K
|
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
BUY
|
- |
111+ 0.79% |
$9K - $9.06K
|
14.1K
$1.16M
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
106+ 23.14% |
$8.59K - $8.66K
|
564
$46.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
106+ 4.05% |
$8.59K - $8.66K
|
2.72K
$223K
|
|
|
Aug 14, 2024
Q2 2024
|
American Investment Services, Inc.
|
BUY
|
- |
100+ 0.13% |
$8.11K - $8.17K
|
79.5K
$6.52M
|
|
|
Jul 25, 2024
Q2 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
98+ 0.56% |
$7.94K - $8K
|
17.6K
$1.45M
|
|
|
Jul 18, 2024
Q2 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
98+ 2.46% |
$7.94K - $8K
|
4.08K
$335K
|
|
|
Jul 22, 2024
Q2 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
88+ 2.19% |
$7.13K - $7.19K
|
4.1K
$336K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
88+ 0.46% |
$7.13K - $7.19K
|
19.2K
$1.57M
|
|
|
Jul 31, 2024
Q2 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
87+ 2.23% |
$7.05K - $7.1K
|
4K
$328K
|
|
|
Jul 17, 2024
Q2 2024
|
Live Oak Private Wealth LLC
|
BUY
|
- |
86+ 1.32% |
$6.97K - $7.02K
|
6.62K
$543K
|
|
|
Jul 29, 2024
Q2 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
84New |
$6.81K - $6.86K
|
84
$6.89K
|
|
|
Jul 19, 2024
Q2 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
84+ 0.89% |
$6.81K - $6.86K
|
9.51K
$780K
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
83+ 0.71% |
$6.73K - $6.78K
|
11.7K
$959K
|
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
82+ 1.94% |
$6.65K - $6.7K
|
4.31K
$354K
|
|
|
Aug 02, 2024
Q2 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
81+ 1.69% |
$6.57K - $6.61K
|
4.86K
$399K
|
|
|
Jul 10, 2024
Q2 2024
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
81+ 0.25% |
$6.57K - $6.61K
|
32.5K
$2.67M
|
|
|
Jul 22, 2024
Q2 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
78+ 1.29% |
$6.32K - $6.37K
|
6.14K
$504K
|
|
|
Jul 18, 2024
Q2 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
75+ 2.83% |
$6.08K - $6.12K
|
2.72K
$223K
|
|
|
Aug 02, 2024
Q2 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
73+ 1.84% |
$5.92K - $5.96K
|
4.04K
$331K
|
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
BUY
|
- |
71New |
$5.75K - $5.8K
|
71
$5.82K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
71New |
$5.75K - $5.8K
|
71
$5.82K
|
|
|
Aug 12, 2024
Q2 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
70+ 2.33% |
$5.67K - $5.72K
|
3.08K
$252K
|
|
|
Aug 13, 2024
Q2 2024
|
Retirement Capital Strategies
|
BUY
|
- |
70+ 1.71% |
$5.67K - $5.72K
|
4.17K
$342K
|
|
|
Aug 13, 2024
Q2 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
65+ 2.09% |
$5.27K - $5.31K
|
3.18K
$260K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
64New |
$5.19K - $5.23K
|
64
$5.25K
|
|
|
Aug 09, 2024
Q2 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
62+ 0.98% |
$5.03K - $5.06K
|
6.36K
$522K
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
60+ 0.17% |
$4.86K - $4.9K
|
35K
$2.87M
|
|
|
Nov 08, 2024
Q2 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
51+ 22.37% |
$4.13K - $4.16K
|
279
$22.9K
|
|
|
Aug 05, 2024
Q2 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
51+ 0.68% |
$4.13K - $4.16K
|
7.51K
$616K
|
|
|
Aug 13, 2024
Q2 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
50+ 0.65% |
$4.05K - $4.08K
|
7.72K
$633K
|
|
|
Jul 25, 2024
Q2 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
49New |
$3.97K - $4K
|
49
$4.02K
|
|
|
Aug 13, 2024
Q2 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
48+ 0.96% |
$3.89K - $3.92K
|
5.05K
$414K
|
|
|
Aug 13, 2024
Q2 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
43+ 0.62% |
$3.49K - $3.51K
|
6.99K
$573K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
42+ 1.45% |
$3.4K - $3.43K
|
2.94K
$241K
|
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
BUY
|
- |
40+ 0.44% |
$3.24K - $3.27K
|
9.06K
$743K
|
|
|
Aug 07, 2024
Q2 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
39+ 0.19% |
$3.16K - $3.18K
|
20.2K
$1.66M
|
|
|
Jul 15, 2024
Q2 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
33+ 23.08% |
$2.67K - $2.69K
|
176
$14.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
33+ 5.8% |
$2.67K - $2.69K
|
602
$49.4K
|
|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
30New |
$2.43K - $2.45K
|
30
$2.46K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
27+ 1.37% |
$2.19K - $2.2K
|
1.99K
$164K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
26New |
$2.11K - $2.12K
|
26
$2.13K
|
|
|
Jul 22, 2024
Q2 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
24+ 0.98% |
$1.95K - $1.96K
|
2.48K
$204K
|
|
|
Jul 26, 2024
Q2 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
23+ 0.98% |
$1.86K - $1.88K
|
2.37K
$194K
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
22+ 1.24% |
$1.78K - $1.8K
|
1.79K
$147K
|
|
|
Aug 14, 2024
Q2 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
20+ 0.35% |
$1.62K - $1.63K
|
5.82K
$477K
|
|
|
Jul 10, 2024
Q2 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
20+ 0.38% |
$1.62K - $1.63K
|
5.28K
$433K
|