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 13, 2024
Q3 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-1.45K- 5.36% |
$117K - $120K
|
25.5K
$2.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-1.47K- 19.43% |
$119K - $122K
|
6.09K
$500K
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.48K- 7.3% |
$120K - $123K
|
18.7K
$1.54M
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.5K- 9.83% |
$122K - $125K
|
13.7K
$1.13M
|
|
|
Nov 01, 2024
Q3 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-1.5K- 8.99% |
$122K - $125K
|
15.2K
$1.25M
|
|
|
Nov 05, 2024
Q3 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-1.55K- 2.39% |
$126K - $129K
|
63K
$5.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-1.55K- 33.01% |
$126K - $129K
|
3.15K
$259K
|
|
|
Nov 06, 2024
Q3 2024
|
Seelaus Asset Management LLC
|
SELL
|
- |
-1.58K- 36.76% |
$128K - $131K
|
2.71K
$222K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.61K- 6.53% |
$131K - $134K
|
23K
$1.89M
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-1.66K- 22.66% |
$135K - $138K
|
5.67K
$465K
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-1.68K- 36.2% |
$137K - $140K
|
2.97K
$243K
|
|
|
Nov 12, 2024
Q3 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-1.7K- 20.63% |
$138K - $142K
|
6.54K
$536K
|
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-1.73K- 9.21% |
$141K - $144K
|
17.1K
$1.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Hilton Capital Management, LLC
|
SELL
|
- |
-1.8K- 27.17% |
$147K - $150K
|
4.84K
$397K
|
|
|
Oct 04, 2024
Q3 2024
|
Biltmore Wealth Management, LLC
|
SELL
|
- |
-1.82K- 13.79% |
$148K - $152K
|
11.4K
$933K
|
|
|
Oct 25, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-1.83K- 6.02% |
$149K - $153K
|
28.6K
$2.35M
|
|
|
Oct 31, 2024
Q3 2024
|
Jmac Enterprises LLC
|
SELL
|
- |
-1.84K- 5.59% |
$150K - $154K
|
31.1K
$2.55M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.88K- 6.3% |
$153K - $156K
|
27.9K
$2.29M
|
|
|
Oct 31, 2024
Q3 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-1.93K- 8.66% |
$157K - $161K
|
20.4K
$1.67M
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.94K- 40.39% |
$158K - $161K
|
2.86K
$235K
|
|
|
Oct 15, 2024
Q3 2024
|
Edge Wealth Management LLC
|
SELL
|
- |
-1.98K- 0.55% |
$161K - $165K
|
356K
$29.2M
|
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-2K- 15.08% |
$163K - $167K
|
11.3K
$924K
|
|
|
Oct 23, 2024
Q3 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-2K- 32.31% |
$163K - $167K
|
4.19K
$344K
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.08K- 1.7% |
$169K - $173K
|
120K
$9.85M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-2.11K- 26.23% |
$171K - $175K
|
5.92K
$486K
|
|
|
Nov 14, 2024
Q3 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-2.14K- 10.33% |
$174K - $178K
|
18.6K
$1.52M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-2.15K- 1.43% |
$175K - $179K
|
148K
$12.1M
|
|
|
Oct 08, 2024
Q3 2024
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-2.22K- 17.07% |
$180K - $184K
|
10.8K
$883K
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-2.25K- 31.44% |
$183K - $187K
|
4.91K
$403K
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-2.26K- 1.57% |
$184K - $188K
|
142K
$11.7M
|
|
|
Oct 09, 2024
Q3 2024
|
Family Wealth Partners, LLC
Matthews, NC |
SELL
|
- |
-2.27K- 6.98% |
$184K - $189K
|
30.2K
$2.48M
|
|
|
Oct 30, 2024
Q3 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-2.28K- 27.05% |
$185K - $190K
|
6.15K
$504K
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-2.3K- 6.51% |
$187K - $191K
|
33K
$2.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-2.4K- 1.96% |
$195K - $200K
|
120K
$9.85M
|
|
|
Oct 15, 2024
Q3 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.42K- 35.7% |
$197K - $201K
|
4.35K
$357K
|
|
|
Oct 23, 2024
Q3 2024
|
Peoples Bank
|
SELL
|
- |
-2.43K- 6.28% |
$197K - $202K
|
36.2K
$2.97M
|
|
|
Oct 15, 2024
Q3 2024
|
Apexium Financial, LP
|
SELL
|
- |
-2.46K- 19.78% |
$200K - $205K
|
9.98K
$819K
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-2.5K- 46.27% |
$204K - $209K
|
2.91K
$239K
|
|
|
Oct 10, 2024
Q3 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-2.51K- 5.63% |
$204K - $209K
|
42K
$3.45M
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-2.53K- 11.27% |
$206K - $211K
|
19.9K
$1.63M
|
|
|
Oct 30, 2024
Q3 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-2.53K- 36.12% |
$206K - $211K
|
4.48K
$368K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-2.6K- 2.69% |
$211K - $217K
|
94K
$7.71M
|
|
|
Oct 18, 2024
Q3 2024
|
Veracity Capital LLC
|
SELL
|
- |
-2.63K- 8.7% |
$214K - $219K
|
27.6K
$2.27M
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-2.65K- 0.36% |
$215K - $220K
|
738K
$60.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Ballast, Inc.
|
SELL
|
- |
-2.65K- 1.75% |
$215K - $221K
|
148K
$12.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-2.69K- 24.8% |
$219K - $224K
|
8.17K
$670K
|
|
|
Nov 04, 2024
Q3 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-2.77K- 7.4% |
$225K - $231K
|
34.6K
$2.84M
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-2.8K- 3.99% |
$227K - $233K
|
67.2K
$5.51M
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-2.8K- 3.01% |
$228K - $234K
|
90.2K
$7.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
SELL
|
- |
-2.81K- 4.2% |
$228K - $234K
|
64.1K
$5.26M
|