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 15, 2024
Q3 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-118- 0.64% |
$9.59K - $9.83K
|
18.2K
$1.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-128- 4.01% |
$10.4K - $10.7K
|
3.07K
$252K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-130- 2.54% |
$10.6K - $10.8K
|
4.98K
$409K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-140- 1.06% |
$11.4K - $11.7K
|
13K
$1.07M
|
|
|
Oct 28, 2024
Q3 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-142- 1.56% |
$11.5K - $11.8K
|
8.94K
$733K
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-151- 2.01% |
$12.3K - $12.6K
|
7.38K
$605K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-154- 3.15% |
$12.5K - $12.8K
|
4.73K
$388K
|
|
|
Oct 25, 2024
Q3 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-162- 5.95% |
$13.2K - $13.5K
|
2.56K
$210K
|
|
|
Oct 11, 2024
Q3 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-164- 4.25% |
$13.3K - $13.7K
|
3.69K
$303K
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-165- 0.95% |
$13.4K - $13.7K
|
17.2K
$1.41M
|
|
|
Nov 12, 2024
Q3 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-167- 0.95% |
$13.6K - $13.9K
|
17.5K
$1.43M
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-167- 2.5% |
$13.6K - $13.9K
|
6.51K
$534K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-169- 15.1% |
$13.7K - $14.1K
|
950
$77.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-170- 0.44% |
$13.8K - $14.2K
|
38.1K
$3.12M
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-172- 1.27% |
$14K - $14.3K
|
13.3K
$1.09M
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-175- 3.03% |
$14.2K - $14.6K
|
5.6K
$460K
|
|
|
Nov 12, 2024
Q3 2024
|
Retirement Capital Strategies
|
SELL
|
- |
-189- 4.53% |
$15.4K - $15.7K
|
3.98K
$327K
|
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
SELL
|
- |
-190- 56.72% |
$15.4K - $15.8K
|
145
$11.9K
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-192- 32.82% |
$15.6K - $16K
|
393
$32.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-195- 2.84% |
$15.9K - $16.2K
|
6.66K
$546K
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-200- 3.38% |
$16.3K - $16.7K
|
5.72K
$469K
|
|
|
Oct 25, 2024
Q3 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-200- 7.59% |
$16.3K - $16.7K
|
2.44K
$200K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-204- 1.97% |
$16.6K - $17K
|
10.2K
$833K
|
|
|
Nov 14, 2024
Q3 2024
|
Weaver Consulting Group
|
SELL
|
- |
-206- 1.69% |
$16.7K - $17.2K
|
12K
$981K
|
|
|
Nov 14, 2024
Q3 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-207- 0.41% |
$16.8K - $17.2K
|
50.3K
$4.13M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-207- 1.08% |
$16.8K - $17.2K
|
19K
$1.56M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-230- 0.4% |
$18.7K - $19.2K
|
57.9K
$4.75M
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-231- 0.48% |
$18.8K - $19.2K
|
48K
$3.94M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-234- 2.77% |
$19K - $19.5K
|
8.21K
$673K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
SELL
|
- |
-240- 2.69% |
$19.5K - $20K
|
8.69K
$713K
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-259- 1.33% |
$21.1K - $21.6K
|
19.2K
$1.58M
|
|
|
Oct 31, 2024
Q3 2024
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-275- 4.81% |
$22.4K - $22.9K
|
5.45K
$447K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-276- 3.09% |
$22.4K - $23K
|
8.66K
$710K
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-286- 4.78% |
$23.3K - $23.8K
|
5.7K
$468K
|
|
|
Oct 10, 2024
Q3 2024
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-299- 2.1% |
$24.3K - $24.9K
|
13.9K
$1.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-300- 31.91% |
$24.4K - $25K
|
640
$52.5K
|
|
|
Oct 07, 2024
Q3 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-301- 27.07% |
$24.5K - $25.1K
|
811
$66.5K
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-309- 1.35% |
$25.1K - $25.7K
|
22.6K
$1.86M
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-310- 7.95% |
$25.2K - $25.8K
|
3.59K
$294K
|
|
|
Oct 09, 2024
Q3 2024
|
Stephens Group Asset Management, LLC
|
SELL
|
- |
-315- 8.24% |
$25.6K - $26.2K
|
3.51K
$288K
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-322- 3.12% |
$26.2K - $26.8K
|
10K
$820K
|
|
|
Nov 14, 2024
Q3 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-342- 9.96% |
$27.8K - $28.5K
|
3.09K
$254K
|
|
|
Oct 21, 2024
Q3 2024
|
Dock Street Asset Management Inc
|
SELL
|
- |
-343- 0.32% |
$27.9K - $28.6K
|
108K
$8.83M
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-345- 7.46% |
$28.1K - $28.7K
|
4.28K
$351K
|
|
|
Nov 13, 2024
Q3 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-351- 9.64% |
$28.5K - $29.2K
|
3.29K
$270K
|
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-362- 9.22% |
$29.4K - $30.2K
|
3.56K
$292K
|
|
|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-368- 1.14% |
$29.9K - $30.7K
|
31.8K
$2.61M
|
|
|
Nov 05, 2024
Q3 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-370- 0.07% |
$30.1K - $30.8K
|
518K
$42.5M
|
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-370- 1.18% |
$30.1K - $30.8K
|
31K
$2.55M
|
|
|
Oct 25, 2024
Q3 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-376- 9.17% |
$30.6K - $31.3K
|
3.72K
$305K
|