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
|
Leuthold Group, LLC
|
SELL
|
- |
-3.01K- 2.09% |
$244K - $250K
|
141K
$11.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
SELL
|
- |
-3.13K- 10.87% |
$254K - $261K
|
25.6K
$2.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-3.19K- 6.39% |
$259K - $266K
|
46.7K
$3.83M
|
|
|
Oct 16, 2024
Q3 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-3.22K- 33.94% |
$262K - $268K
|
6.27K
$514K
|
|
|
Nov 01, 2024
Q3 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-3.25K- 8.7% |
$264K - $271K
|
34.1K
$2.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-3.4K- 39.83% |
$277K - $283K
|
5.14K
$422K
|
|
|
Oct 28, 2024
Q3 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-3.5K- 36.41% |
$285K - $292K
|
6.11K
$501K
|
|
|
Oct 29, 2024
Q3 2024
|
James Investment Research Inc
|
SELL
|
- |
-3.53K- 2.65% |
$287K - $294K
|
130K
$10.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Cpr Investments Inc.
Rochester, MI |
SELL
|
- |
-3.54K- 8.22% |
$288K - $295K
|
39.6K
$3.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-3.56K- 6.83% |
$290K - $297K
|
48.6K
$3.99M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-3.61K- 16.25% |
$293K - $300K
|
18.6K
$1.52M
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-3.82K- 57.31% |
$310K - $318K
|
2.84K
$233K
|
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-3.85K- 52.59% |
$313K - $321K
|
3.47K
$285K
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-3.93K- 13.1% |
$319K - $327K
|
26K
$2.14M
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-4K- 24.41% |
$325K - $333K
|
12.4K
$1.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4.1K- 8.34% |
$333K - $341K
|
45K
$3.69M
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-4.17K- 51.71% |
$339K - $347K
|
3.9K
$320K
|
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-4.27K- 55.67% |
$347K - $356K
|
3.4K
$279K
|
|
|
Nov 08, 2024
Q3 2024
|
South State Corp
|
SELL
|
- |
-4.29K- 1.76% |
$349K - $357K
|
239K
$19.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-4.3K- 47.22% |
$349K - $358K
|
4.8K
$394K
|
|
|
Oct 09, 2024
Q3 2024
|
Hudson Capital Management LLC
|
SELL
|
- |
-4.35K- 56.56% |
$354K - $362K
|
3.34K
$274K
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-4.43K- 29.45% |
$361K - $369K
|
10.6K
$871K
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-4.46K- 5.58% |
$362K - $371K
|
75.4K
$6.19M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-4.47K- 29.34% |
$363K - $372K
|
10.8K
$882K
|
|
|
Nov 12, 2024
Q3 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-4.58K- 13.27% |
$372K - $381K
|
29.9K
$2.45M
|
|
|
Nov 04, 2024
Q3 2024
|
Platform Technology Partners
|
SELL
|
- |
-4.65K- 13.01% |
$378K - $387K
|
31.1K
$2.55M
|
|
|
Nov 07, 2024
Q3 2024
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-4.66K- 31.53% |
$378K - $388K
|
10.1K
$829K
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-4.87K- 25.1% |
$396K - $406K
|
14.5K
$1.19M
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-4.9K- 56.17% |
$398K - $408K
|
3.82K
$314K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-5.02K- 94.8% |
$408K - $418K
|
275
$22.6K
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-5.03K- 69.11% |
$409K - $419K
|
2.25K
$184K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-5.14K- 6.6% |
$418K - $428K
|
72.8K
$5.97M
|
|
|
Oct 21, 2024
Q3 2024
|
Bellecapital International Ltd.
|
SELL
|
- |
-5.42K- 50.79% |
$441K - $451K
|
5.25K
$431K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Management Group Inc
|
SELL
|
- |
-5.58K- 7.44% |
$454K - $465K
|
69.5K
$5.7M
|
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-5.72K- 26.58% |
$465K - $476K
|
15.8K
$1.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Martin Capital Partners, LLC
|
SELL
|
- |
-5.73K- 11.27% |
$466K - $477K
|
45.1K
$3.7M
|
|
|
Oct 07, 2024
Q3 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-5.82K- 20.56% |
$473K - $485K
|
22.5K
$1.84M
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-5.97K- 2.36% |
$486K - $497K
|
247K
$20.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-6.21K- 27.17% |
$505K - $517K
|
16.6K
$1.36M
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-6.22K- 42.28% |
$506K - $518K
|
8.49K
$697K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.42K- 4.57% |
$522K - $535K
|
134K
$11M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-6.45K- 25.95% |
$525K - $537K
|
18.4K
$1.51M
|
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-6.59K- 28.45% |
$536K - $549K
|
16.6K
$1.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-6.66K- 9.2% |
$542K - $555K
|
65.7K
$5.39M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-6.77K- 59.35% |
$550K - $564K
|
4.64K
$380K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-7.07K- 18.15% |
$575K - $589K
|
31.9K
$2.62M
|
|
|
Oct 21, 2024
Q3 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-7.12K- 60.53% |
$579K - $593K
|
4.64K
$381K
|
|
|
Oct 15, 2024
Q3 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-7.17K- 8.31% |
$583K - $597K
|
79K
$6.48M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-7.77K- 16.46% |
$632K - $647K
|
39.4K
$3.23M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-8.09K- 21.16% |
$658K - $674K
|
30.2K
$2.47M
|