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 24, 2024
Q3 2024
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-390- 8.85% |
$31.7K - $32.5K
|
4.02K
$330K
|
|
|
Oct 01, 2024
Q3 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-398- 6.17% |
$32.4K - $33.1K
|
6.06K
$497K
|
|
|
Nov 12, 2024
Q3 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-400- 5.73% |
$32.5K - $33.3K
|
6.59K
$540K
|
|
|
Oct 15, 2024
Q3 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-412- 28.47% |
$33.5K - $34.3K
|
1.04K
$84.9K
|
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-412- 5.67% |
$33.5K - $34.3K
|
6.86K
$562K
|
|
|
Oct 07, 2024
Q3 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-420- 2.35% |
$34.2K - $35K
|
17.4K
$1.43M
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-421- 0.66% |
$34.2K - $35.1K
|
63K
$5.17M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-436- 1.45% |
$35.5K - $36.3K
|
29.5K
$2.42M
|
|
|
Nov 07, 2024
Q3 2024
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-445- 0.92% |
$36.2K - $37.1K
|
48.2K
$3.95M
|
|
|
Nov 13, 2024
Q3 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-448- 7.85% |
$36.4K - $37.3K
|
5.26K
$432K
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-460- 53.49% |
$37.4K - $38.3K
|
400
$32.8K
|
|
|
Oct 30, 2024
Q3 2024
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-462- 1.0% |
$37.6K - $38.5K
|
45.6K
$3.74M
|
|
|
Oct 15, 2024
Q3 2024
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-463- 4.93% |
$37.6K - $38.6K
|
8.92K
$732K
|
|
|
Nov 04, 2024
Q3 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-469- 10.6% |
$38.1K - $39.1K
|
3.95K
$324K
|
|
|
Oct 23, 2024
Q3 2024
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-473- 16.38% |
$38.5K - $39.4K
|
2.42K
$198K
|
|
|
Oct 24, 2024
Q3 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-477- 5.76% |
$38.8K - $39.7K
|
7.8K
$640K
|
|
|
Nov 06, 2024
Q3 2024
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-487- 2.32% |
$39.6K - $40.6K
|
20.5K
$1.69M
|
|
|
Nov 07, 2024
Q3 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-498- 45.36% |
$40.5K - $41.5K
|
600
$49.2K
|
|
|
Oct 29, 2024
Q3 2024
|
Gfs Advisors, LLC
|
SELL
|
- |
-507- 14.46% |
$41.2K - $42.2K
|
3K
$246K
|
|
|
Nov 14, 2024
Q3 2024
|
Kingfisher Capital LLC
|
SELL
|
- |
-509- 7.32% |
$41.4K - $42.4K
|
6.45K
$529K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-523- 0.37% |
$42.5K - $43.6K
|
139K
$11.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-530- 16.8% |
$43.1K - $44.1K
|
2.63K
$215K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-540- 14.04% |
$43.9K - $45K
|
3.31K
$271K
|
|
|
Nov 07, 2024
Q3 2024
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-541- 16.75% |
$44K - $45.1K
|
2.69K
$220K
|
|
|
Oct 25, 2024
Q3 2024
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-563- 11.61% |
$45.8K - $46.9K
|
4.29K
$352K
|
|
|
Oct 17, 2024
Q3 2024
|
Addison Capital CO
|
SELL
|
- |
-574- 4.53% |
$46.7K - $47.8K
|
12.1K
$993K
|
|
|
Oct 11, 2024
Q3 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-580- 6.32% |
$47.2K - $48.3K
|
8.6K
$706K
|
|
|
Oct 10, 2024
Q3 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-586- 0.97% |
$47.6K - $48.8K
|
59.9K
$4.91M
|
|
|
Nov 08, 2024
Q3 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-611- 14.38% |
$49.7K - $50.9K
|
3.64K
$298K
|
|
|
Oct 24, 2024
Q3 2024
|
Ridgepath Capital Management LLC
Knoxville, TN |
SELL
|
- |
-620- 8.52% |
$50.4K - $51.6K
|
6.66K
$546K
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-622- 75.03% |
$50.6K - $51.8K
|
207
$17K
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-633- 11.66% |
$51.5K - $52.7K
|
4.8K
$393K
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-653- 2.97% |
$53.1K - $54.4K
|
21.4K
$1.75M
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-655- 9.6% |
$53.3K - $54.6K
|
6.17K
$506K
|
|
|
Nov 12, 2024
Q3 2024
|
Howard Capital Management Inc.
|
SELL
|
- |
-659- 4.45% |
$53.6K - $54.9K
|
14.1K
$1.16M
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-672- 1.42% |
$54.6K - $56K
|
46.7K
$3.83M
|
|
|
Oct 23, 2024
Q3 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-675- 3.78% |
$54.9K - $56.2K
|
17.2K
$1.41M
|
|
|
Oct 15, 2024
Q3 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-700- 9.61% |
$56.9K - $58.3K
|
6.59K
$540K
|
|
|
Nov 07, 2024
Q3 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-700- 2.69% |
$56.9K - $58.3K
|
25.3K
$2.08M
|
|
|
Nov 12, 2024
Q3 2024
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-705- 3.49% |
$57.3K - $58.7K
|
19.5K
$1.6M
|
|
|
Oct 03, 2024
Q3 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-706- 1.72% |
$57.4K - $58.8K
|
40.4K
$3.31M
|
|
|
Nov 01, 2024
Q3 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-754- 8.77% |
$61.3K - $62.8K
|
7.85K
$644K
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-756- 10.78% |
$61.5K - $63K
|
6.26K
$513K
|
|
|
Oct 21, 2024
Q3 2024
|
De Dora Capital, Inc.
|
SELL
|
- |
-773- 9.11% |
$62.9K - $64.4K
|
7.71K
$632K
|
|
|
Nov 14, 2024
Q3 2024
|
Community Bank, N.A.
|
SELL
|
- |
-794- 3.29% |
$64.6K - $66.1K
|
23.4K
$1.92M
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-795- 6.28% |
$64.6K - $66.2K
|
11.9K
$974K
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-809- 11.93% |
$65.8K - $67.4K
|
5.97K
$490K
|
|
|
Nov 01, 2024
Q3 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-830- 59.29% |
$67.5K - $69.1K
|
570
$46.8K
|
|
|
Nov 08, 2024
Q3 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-846- 5.59% |
$68.8K - $70.5K
|
14.3K
$1.17M
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-847- 7.65% |
$68.9K - $70.5K
|
10.2K
$839K
|