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 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-8.09K- 21.16% |
$658K - $674K
|
30.2K
$2.47M
|
|
|
Nov 01, 2024
Q3 2024
|
Rovin Capital
|
SELL
|
- |
-8.22K- 25.77% |
$668K - $685K
|
23.7K
$1.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-8.22K- 70.34% |
$669K - $685K
|
3.47K
$284K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-8.32K- 12.28% |
$677K - $693K
|
59.5K
$4.88M
|
|
|
Oct 24, 2024
Q3 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-8.33K- 24.09% |
$677K - $693K
|
26.2K
$2.15M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-8.4K- 13.28% |
$683K - $700K
|
54.9K
$4.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-9.08K- 25.92% |
$739K - $757K
|
26K
$2.13M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-9.39K- 49.87% |
$764K - $782K
|
9.44K
$774K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-9.69K- 7.93% |
$788K - $807K
|
112K
$9.22M
|
|
|
Oct 24, 2024
Q3 2024
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-9.69K- 64.05% |
$788K - $807K
|
5.44K
$446K
|
|
|
Oct 18, 2024
Q3 2024
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-9.76K- 16.4% |
$793K - $813K
|
49.7K
$4.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-9.8K- 79.71% |
$797K - $816K
|
2.49K
$205K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-9.8K- 0.61% |
$797K - $816K
|
1.59M
$130M
|
|
|
Nov 12, 2024
Q3 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-9.88K- 9.23% |
$803K - $823K
|
97.1K
$7.97M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-10K- 17.37% |
$814K - $834K
|
47.6K
$3.91M
|
|
|
Nov 14, 2024
Q3 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-10K- 13.43% |
$815K - $835K
|
64.6K
$5.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Hamilton Wealth, LLC
|
SELL
|
- |
-10.2K- 18.09% |
$827K - $847K
|
46K
$3.78M
|
|
|
Nov 08, 2024
Q3 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-10.3K- 46.09% |
$838K - $858K
|
12K
$988K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-10.7K- 3.2% |
$870K - $891K
|
324K
$26.6M
|
|
|
Oct 23, 2024
Q3 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-11.3K- 69.31% |
$915K - $938K
|
4.98K
$409K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-11.8K- 6.68% |
$957K - $980K
|
164K
$13.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
SELL
|
- |
-12K- 72.89% |
$973K - $996K
|
4.45K
$365K
|
|
|
Nov 05, 2024
Q3 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-12.8K- 2.98% |
$1.04M - $1.06M
|
415K
$34.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-12.9K- 11.05% |
$1.05M - $1.07M
|
103K
$8.49M
|
|
|
Nov 06, 2024
Q3 2024
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-15.6K- 32.72% |
$1.27M - $1.3M
|
32.1K
$2.64M
|
|
|
Oct 25, 2024
Q3 2024
|
Center For Asset Management LLC
|
SELL
|
- |
-15.8K- 86.4% |
$1.29M - $1.32M
|
2.49K
$204K
|
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-15.8K- 69.23% |
$1.29M - $1.32M
|
7.04K
$577K
|
|
|
Nov 12, 2024
Q3 2024
|
Fortem Financial Group, LLC
|
SELL
|
- |
-16K- 15.31% |
$1.3M - $1.34M
|
88.7K
$7.28M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-17.3K- 40.38% |
$1.41M - $1.44M
|
25.6K
$2.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-17.6K- 79.59% |
$1.43M - $1.46M
|
4.5K
$369K
|
|
|
Nov 12, 2024
Q3 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-17.6K- 60.11% |
$1.43M - $1.46M
|
11.7K
$956K
|
|
|
Nov 14, 2024
Q3 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-17.6K- 12.14% |
$1.43M - $1.47M
|
128K
$10.5M
|
|
|
Oct 23, 2024
Q3 2024
|
Hudock, Inc.
|
SELL
|
- |
-18.1K- 37.49% |
$1.47M - $1.51M
|
30.1K
$2.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-18.4K- 45.31% |
$1.5M - $1.54M
|
22.3K
$1.83M
|
|
|
Oct 17, 2024
Q3 2024
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-18.6K- 64.45% |
$1.51M - $1.55M
|
10.2K
$841K
|
|
|
Nov 07, 2024
Q3 2024
|
Auxano Advisors, LLC
|
SELL
|
- |
-19.9K- 33.36% |
$1.62M - $1.66M
|
39.7K
$3.26M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-20K- 31.05% |
$1.63M - $1.67M
|
44.4K
$3.64M
|
|
|
Nov 08, 2024
Q3 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
SELL
|
- |
-21.4K- 45.57% |
$1.74M - $1.78M
|
25.6K
$2.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-21.7K- 2.09% |
$1.76M - $1.8M
|
1.01M
$83M
|
|
|
Oct 24, 2024
Q3 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-21.7K- 21.43% |
$1.76M - $1.81M
|
79.6K
$6.53M
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
SELL
|
- |
-24.8K- 69.86% |
$2.02M - $2.06M
|
10.7K
$877K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-26.8K- 3.14% |
$2.18M - $2.23M
|
826K
$67.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Becker Capital Management Inc
|
SELL
|
- |
-27.9K- 33.45% |
$2.26M - $2.32M
|
55.4K
$4.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
SELL
|
- |
-29K- 38.13% |
$2.36M - $2.41M
|
47K
$3.86M
|
|
|
Nov 14, 2024
Q3 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-30.8K- 5.15% |
$2.51M - $2.57M
|
568K
$46.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-32.2K- 62.58% |
$2.61M - $2.68M
|
19.2K
$1.58M
|
|
|
Nov 12, 2024
Q3 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-32.5K- 25.29% |
$2.65M - $2.71M
|
96.1K
$7.88M
|
|
|
Oct 31, 2024
Q3 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-33.1K- 7.26% |
$2.69M - $2.76M
|
423K
$34.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-33.4K- 5.14% |
$2.71M - $2.78M
|
615K
$50.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-33.8K- 8.89% |
$2.75M - $2.81M
|
346K
$28.4M
|