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 23, 2024
Q3 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-14- 0.28% |
$1.14K - $1.17K
|
4.95K
$406K
|
|
|
Oct 02, 2024
Q3 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-17- 1.64% |
$1.38K - $1.42K
|
1.02K
$83.5K
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-17- 0.02% |
$1.38K - $1.42K
|
79.6K
$6.53M
|
|
|
Nov 07, 2024
Q3 2024
|
Renasant Bank
|
SELL
|
- |
-17- 0.18% |
$1.38K - $1.42K
|
9.47K
$777K
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-17- 0.15% |
$1.38K - $1.42K
|
11.2K
$916K
|
|
|
Oct 29, 2024
Q3 2024
|
Sollinda Capital Management LLC
Hickory, NC |
SELL
|
- |
-20- 0.62% |
$1.63K - $1.67K
|
3.21K
$263K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-21- 0.76% |
$1.71K - $1.75K
|
2.74K
$225K
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-24- 0.49% |
$1.95K - $2K
|
4.92K
$403K
|
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-26- 0.3% |
$2.11K - $2.17K
|
8.63K
$708K
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-27- 0.27% |
$2.2K - $2.25K
|
10K
$823K
|
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-28- 10.98% |
$2.28K - $2.33K
|
227
$18.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
SELL
|
- |
-29- 2.23% |
$2.36K - $2.42K
|
1.27K
$104K
|
|
|
Nov 14, 2024
Q3 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-29- 4.82% |
$2.36K - $2.42K
|
573
$47K
|
|
|
Nov 13, 2024
Q3 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-30- 2.69% |
$2.44K - $2.5K
|
1.09K
$89K
|
|
|
Nov 13, 2024
Q3 2024
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-31- 0.3% |
$2.52K - $2.58K
|
10.4K
$856K
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-31- 0.49% |
$2.52K - $2.58K
|
6.32K
$518K
|
|
|
Oct 31, 2024
Q3 2024
|
4 J Wealth Management LLC
|
SELL
|
- |
-33- 0.13% |
$2.68K - $2.75K
|
25.4K
$2.08M
|
|
|
Oct 18, 2024
Q3 2024
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-33- 0.54% |
$2.68K - $2.75K
|
6.05K
$496K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-35- 0.04% |
$2.85K - $2.92K
|
82.7K
$6.79M
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
SELL
|
- |
-36- 0.68% |
$2.93K - $3K
|
5.23K
$429K
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-40- 0.21% |
$3.25K - $3.33K
|
19.4K
$1.59M
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-42- 1.26% |
$3.42K - $3.5K
|
3.28K
$269K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-42- 1.52% |
$3.42K - $3.5K
|
2.72K
$223K
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-48- 0.25% |
$3.9K - $4K
|
18.9K
$1.55M
|
|
|
Oct 23, 2024
Q3 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-50- 0.47% |
$4.07K - $4.16K
|
10.7K
$876K
|
|
|
Oct 15, 2024
Q3 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-50- 0.66% |
$4.07K - $4.16K
|
7.58K
$621K
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-57- 32.39% |
$4.63K - $4.75K
|
119
$9.76K
|
|
|
Nov 04, 2024
Q3 2024
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-60- 4.89% |
$4.88K - $5K
|
1.17K
$95.7K
|
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-64- 0.95% |
$5.2K - $5.33K
|
6.71K
$550K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-65- 0.56% |
$5.29K - $5.41K
|
11.6K
$954K
|
|
|
Oct 29, 2024
Q3 2024
|
Vigilare Wealth Management
|
SELL
|
- |
-68- 0.06% |
$5.53K - $5.66K
|
108K
$8.86M
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-71- 1.63% |
$5.77K - $5.91K
|
4.3K
$352K
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-74- 1.79% |
$6.02K - $6.16K
|
4.07K
$333K
|
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
SELL
|
- |
-80- 0.41% |
$6.5K - $6.66K
|
19.5K
$1.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-83- 2.85% |
$6.75K - $6.91K
|
2.83K
$232K
|
|
|
Nov 13, 2024
Q3 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-84- 1.62% |
$6.83K - $7K
|
5.09K
$418K
|
|
|
Nov 14, 2024
Q3 2024
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-85- 0.22% |
$6.91K - $7.08K
|
38.3K
$3.14M
|
|
|
Oct 10, 2024
Q3 2024
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-85- 1.19% |
$6.91K - $7.08K
|
7.08K
$581K
|
|
|
Nov 04, 2024
Q3 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-85- 1.08% |
$6.91K - $7.08K
|
7.82K
$641K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-90- 28.75% |
$7.32K - $7.5K
|
223
$18.3K
|
|
|
Oct 18, 2024
Q3 2024
|
Rede Wealth, LLC
|
SELL
|
- |
-90- 3.54% |
$7.32K - $7.5K
|
2.45K
$201K
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-96- 1.04% |
$7.81K - $8K
|
9.12K
$748K
|
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-96- 3.19% |
$7.81K - $8K
|
2.91K
$239K
|
|
|
Nov 13, 2024
Q3 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-100- 3.91% |
$8.13K - $8.33K
|
2.46K
$202K
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-100- 82.64% |
$8.13K - $8.33K
|
21
$1.72K
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
SELL
|
- |
-108- 0.66% |
$8.78K - $9K
|
16.2K
$1.33M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambiar Investors LLC
|
SELL
|
- |
-109- 0.15% |
$8.86K - $9.08K
|
73.4K
$6.02M
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-113- 1.72% |
$9.19K - $9.41K
|
6.45K
$529K
|
|
|
Oct 30, 2024
Q3 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-117- 2.41% |
$9.51K - $9.74K
|
4.75K
$389K
|
|
|
Oct 15, 2024
Q3 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-118- 0.64% |
$9.59K - $9.83K
|
18.2K
$1.5M
|