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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-850- 8.1% |
$69.1K - $70.8K
|
9.65K
$791K
|
|
|
Nov 06, 2024
Q3 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-851- 12.3% |
$69.2K - $70.9K
|
6.07K
$498K
|
|
|
Oct 08, 2024
Q3 2024
|
Sinecera Capital, LLC
|
SELL
|
- |
-851- 8.95% |
$69.2K - $70.9K
|
8.66K
$710K
|
|
|
Nov 13, 2024
Q3 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-855- 11.59% |
$69.5K - $71.2K
|
6.52K
$535K
|
|
|
Oct 08, 2024
Q3 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-871- 15.37% |
$70.8K - $72.5K
|
4.8K
$393K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-875- 2.62% |
$71.1K - $72.9K
|
32.5K
$2.67M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-898- 2.11% |
$73K - $74.8K
|
41.6K
$3.41M
|
|
|
Nov 04, 2024
Q3 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-906- 6.01% |
$73.7K - $75.5K
|
14.2K
$1.16M
|
|
|
Nov 05, 2024
Q3 2024
|
Hassell Wealth Management, LLC
Houma, LA |
SELL
|
- |
-910- 9.61% |
$74K - $75.8K
|
8.56K
$702K
|
|
|
Oct 16, 2024
Q3 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-918- 15.49% |
$74.6K - $76.5K
|
5.01K
$411K
|
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-946- 2.18% |
$76.9K - $78.8K
|
42.4K
$3.47M
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-963- 5.42% |
$78.3K - $80.2K
|
16.8K
$1.38M
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-975- 3.57% |
$79.3K - $81.2K
|
26.3K
$2.16M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-979- 90.48% |
$79.6K - $81.5K
|
103
$8.45K
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-985- 11.58% |
$80.1K - $82K
|
7.52K
$617K
|
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-985- 3.03% |
$80.1K - $82K
|
31.6K
$2.59M
|
|
|
Oct 30, 2024
Q3 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-1K- 18.06% |
$81.3K - $83.3K
|
4.54K
$372K
|
|
|
Nov 14, 2024
Q3 2024
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-1K- 14.76% |
$81.3K - $83.3K
|
5.78K
$474K
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
SELL
|
- |
-1.02K- 12.13% |
$82.5K - $84.5K
|
7.35K
$603K
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.02K- 10.45% |
$82.9K - $85K
|
8.74K
$717K
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.05K- 9.14% |
$85K - $87K
|
10.4K
$852K
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-1.07K- 3.01% |
$87K - $89.1K
|
34.5K
$2.83M
|
|
|
Oct 31, 2024
Q3 2024
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-1.07K- 18.37% |
$87.2K - $89.4K
|
4.77K
$391K
|
|
|
Nov 12, 2024
Q3 2024
|
Purus Wealth Management, LLC
|
SELL
|
- |
-1.08K- 15.0% |
$88K - $90.1K
|
6.13K
$503K
|
|
|
Nov 12, 2024
Q3 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-1.1K- 15.97% |
$89.1K - $91.3K
|
5.77K
$473K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.1K- 30.45% |
$89.7K - $91.9K
|
2.52K
$207K
|
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-1.11K- 41.82% |
$90K - $92.2K
|
1.54K
$126K
|
|
|
Oct 02, 2024
Q3 2024
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-1.13K- 4.76% |
$92K - $94.3K
|
22.6K
$1.86M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-1.17K- 5.1% |
$95.5K - $97.8K
|
21.8K
$1.79M
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1.19K- 25.29% |
$96.4K - $98.7K
|
3.5K
$287K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-1.2K- 4.01% |
$97.2K - $99.6K
|
28.6K
$2.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-1.2K- 24.38% |
$97.5K - $99.9K
|
3.72K
$305K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.2K- 4.15% |
$97.6K - $99.9K
|
27.7K
$2.28M
|
|
|
Oct 24, 2024
Q3 2024
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-1.21K- 1.47% |
$98.1K - $100K
|
80.8K
$6.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-1.21K- 7.09% |
$98.3K - $101K
|
15.8K
$1.3M
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-1.22K- 29.19% |
$99K - $101K
|
2.96K
$242K
|
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-1.22K- 26.96% |
$99.5K - $102K
|
3.32K
$272K
|
|
|
Nov 12, 2024
Q3 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-1.23K- 10.88% |
$100K - $103K
|
10.1K
$828K
|
|
|
Nov 12, 2024
Q3 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-1.23K- 25.17% |
$100K - $103K
|
3.67K
$301K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.24K- 3.1% |
$101K - $103K
|
38.6K
$3.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-1.25K- 21.28% |
$101K - $104K
|
4.61K
$378K
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-1.29K- 8.56% |
$105K - $107K
|
13.8K
$1.13M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-1.29K- 0.08% |
$105K - $108K
|
1.54M
$127M
|
|
|
Oct 16, 2024
Q3 2024
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-1.3K- 27.22% |
$106K - $108K
|
3.47K
$285K
|
|
|
Nov 12, 2024
Q3 2024
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-1.33K- 27.05% |
$108K - $111K
|
3.58K
$294K
|
|
|
Oct 10, 2024
Q3 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
SELL
|
- |
-1.39K- 11.38% |
$113K - $115K
|
10.8K
$884K
|
|
|
Oct 24, 2024
Q3 2024
|
Amarillo National Bank
|
SELL
|
- |
-1.39K- 12.65% |
$113K - $116K
|
9.62K
$789K
|
|
|
Oct 08, 2024
Q3 2024
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-1.4K- 7.85% |
$114K - $117K
|
16.4K
$1.35M
|
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-1.42K- 26.03% |
$116K - $118K
|
4.04K
$331K
|
|
|
Oct 18, 2024
Q3 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-1.43K- 14.25% |
$116K - $119K
|
8.59K
$705K
|