Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
26+ 0.17% |
$2.11K - $2.17K
|
14.9K
$1.22M
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
25+ 1.01% |
$2.03K - $2.08K
|
2.51K
$206K
|
|
Oct 24, 2024
Q3 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
24+ 1.01% |
$1.95K - $2K
|
2.4K
$196K
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
BUY
|
- |
22+ 0.12% |
$1.79K - $1.83K
|
18.4K
$1.51M
|
|
Oct 23, 2024
Q3 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
21+ 0.97% |
$1.71K - $1.75K
|
2.19K
$179K
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
20New |
$1.63K - $1.67K
|
20
$1.64K
|
|
Oct 15, 2024
Q3 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
20+ 0.38% |
$1.63K - $1.67K
|
5.3K
$435K
|
|
Oct 23, 2024
Q3 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
20+ 0.5% |
$1.63K - $1.67K
|
4.06K
$333K
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
19+ 0.98% |
$1.54K - $1.58K
|
1.97K
$161K
|
|
Oct 15, 2024
Q3 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
17+ 1.05% |
$1.38K - $1.42K
|
1.63K
$134K
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
17+ 3.19% |
$1.38K - $1.42K
|
550
$45.1K
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
17+ 0.55% |
$1.38K - $1.42K
|
3.11K
$255K
|
|
Nov 14, 2024
Q3 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
16+ 3.18% |
$1.3K - $1.33K
|
519
$42.6K
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
16+ 0.23% |
$1.3K - $1.33K
|
6.95K
$570K
|
|
Oct 03, 2024
Q3 2024
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
16+ 0.97% |
$1.3K - $1.33K
|
1.67K
$137K
|
|
Oct 07, 2024
Q3 2024
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
16+ 0.53% |
$1.3K - $1.33K
|
3.04K
$249K
|
|
Oct 30, 2024
Q3 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
15+ 0.49% |
$1.22K - $1.25K
|
3.06K
$251K
|
|
Nov 01, 2024
Q3 2024
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
14+ 0.05% |
$1.14K - $1.17K
|
30.4K
$2.5M
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
11+ 0.27% |
$894 - $916
|
4.1K
$336K
|
|
Nov 12, 2024
Q3 2024
|
Gen Trust, LLC
|
BUY
|
- |
10+ 0.05% |
$813 - $833
|
19.8K
$1.62M
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
9New |
$732 - $750
|
9
$738
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
9+ 0.25% |
$732 - $750
|
3.6K
$295K
|
|
Oct 21, 2024
Q3 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
8+ 0.04% |
$650 - $666
|
21.7K
$1.78M
|
|
Oct 15, 2024
Q3 2024
|
Alhambra Investment Partners LLC
|
BUY
|
- |
7+ 0.06% |
$569 - $583
|
11.3K
$925K
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
6+ 0.17% |
$488 - $500
|
3.59K
$294K
|
|
Oct 03, 2024
Q3 2024
|
Rockland Trust CO
|
BUY
|
- |
5+ 0.04% |
$407 - $416
|
11.5K
$942K
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
5+ 0.06% |
$407 - $416
|
8.42K
$691K
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
4+ 1.27% |
$325 - $333
|
319
$26.2K
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
4+ 8.7% |
$325 - $333
|
50
$4.1K
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
3+ 1.09% |
$244 - $250
|
277
$22.7K
|
|
Oct 21, 2024
Q3 2024
|
Rmr Wealth Builders
|
BUY
|
- |
3+ 0.01% |
$244 - $250
|
30.1K
$2.47M
|
|
Oct 23, 2024
Q3 2024
|
Mainstay Capital Management LLC
|
BUY
|
- |
3+ 0.04% |
$244 - $250
|
6.98K
$573K
|
|
Nov 12, 2024
Q3 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
2+ 0.73% |
$163 - $167
|
275
$22.6K
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.14% |
$81.3 - $83.3
|
738
$60.5K
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 0.65% |
$81.3 - $83.3
|
156
$12.8K
|
|
Nov 12, 2024
Q3 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
1+ 0.03% |
$81.3 - $83.3
|
3.18K
$261K
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
1New |
$81.3 - $83.3
|
1
$82
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.02% |
$81.3 - $83.3
|
4.65K
$381K
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-1- 0.01% |
$81.3 - $83.3
|
10.3K
$846K
|
|
Oct 22, 2024
Q3 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-2- 0.03% |
$163 - $167
|
6.62K
$543K
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-2- 0.02% |
$163 - $167
|
12.1K
$993K
|
|
Nov 14, 2024
Q3 2024
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-4- 0.06% |
$325 - $333
|
7.11K
$583K
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-5- 1.1% |
$407 - $416
|
451
$37K
|
|
Oct 21, 2024
Q3 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-7- 0.21% |
$569 - $583
|
3.36K
$276K
|
|
Oct 29, 2024
Q3 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-8- 0.2% |
$650 - $666
|
3.99K
$327K
|
|
Oct 17, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-9- 4.66% |
$732 - $750
|
184
$15.1K
|
|
Oct 10, 2024
Q3 2024
|
Shaker Investments LLC
|
SELL
|
- |
-9- 0.35% |
$732 - $750
|
2.57K
$211K
|
|
Nov 13, 2024
Q3 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-9- 6.25% |
$732 - $750
|
135
$11.1K
|
|
Oct 04, 2024
Q3 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-13- 37.14% |
$1.06K - $1.08K
|
22
$1.8K
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-13- 1.66% |
$1.06K - $1.08K
|
771
$63.2K
|