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 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-40.2K- 92.91% |
$3.27M - $3.35M
|
3.07K
$252K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-41.7K- 1.78% |
$3.39M - $3.47M
|
2.29M
$188M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-44.1K- 35.14% |
$3.59M - $3.67M
|
81.4K
$6.68M
|
|
|
Nov 14, 2024
Q3 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-44.4K- 49.81% |
$3.61M - $3.7M
|
44.7K
$3.67M
|
|
|
Nov 12, 2024
Q3 2024
|
Timelo Investment Management Inc.
|
SELL
|
- |
-45K- 25.0% |
$3.66M - $3.75M
|
135K
$11.1M
|
|
|
Oct 09, 2024
Q3 2024
|
Spence Asset Management
|
SELL
|
- |
-49.4K- 88.6% |
$4.01M - $4.11M
|
6.36K
$521K
|
|
|
Oct 02, 2024
Q3 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-52.2K- 76.0% |
$4.24M - $4.35M
|
16.5K
$1.35M
|
|
|
Nov 13, 2024
Q3 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-52.5K- 10.78% |
$4.27M - $4.37M
|
434K
$35.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-54.5K- 54.65% |
$4.43M - $4.54M
|
45.3K
$3.71M
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-54.9K- 89.52% |
$4.46M - $4.57M
|
6.43K
$528K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-56.6K- 7.27% |
$4.6M - $4.72M
|
722K
$59.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-60.8K- 64.36% |
$4.94M - $5.06M
|
33.7K
$2.76M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-62.8K- 47.29% |
$5.11M - $5.23M
|
70K
$5.74M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-63.5K- 28.74% |
$5.16M - $5.29M
|
157K
$12.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-67.7K- 84.91% |
$5.5M - $5.64M
|
12K
$987K
|
|
|
Oct 11, 2024
Q3 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-68.5K- 92.37% |
$5.57M - $5.7M
|
5.66K
$464K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-73.5K- 31.48% |
$5.98M - $6.12M
|
160K
$13.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-77.5K- 12.04% |
$6.3M - $6.46M
|
566K
$46.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-83.7K- 2.8% |
$6.81M - $6.98M
|
2.9M
$238M
|
|
|
Oct 31, 2024
Q3 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-87.6K- 90.66% |
$7.12M - $7.29M
|
9.02K
$740K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-91.7K- 42.36% |
$7.46M - $7.64M
|
125K
$10.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-94.9K- 90.56% |
$7.72M - $7.91M
|
9.89K
$812K
|
|
|
Oct 21, 2024
Q3 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-115K- 35.34% |
$9.36M - $9.58M
|
211K
$17.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-126K- 5.71% |
$10.2M - $10.5M
|
2.08M
$170M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-128K- 15.06% |
$10.4M - $10.6M
|
720K
$59.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-128K- 78.64% |
$10.4M - $10.7M
|
34.8K
$2.86M
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
SELL
|
- |
-135K- 97.44% |
$11M - $11.2M
|
3.54K
$291K
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-138K- 74.68% |
$11.3M - $11.5M
|
46.9K
$3.85M
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-141K- 95.9% |
$11.4M - $11.7M
|
6K
$492K
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-150K- 99.75% |
$12.2M - $12.5M
|
377
$30.9K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-161K- 84.74% |
$13.1M - $13.4M
|
28.9K
$2.37M
|
|
|
Nov 06, 2024
Q3 2024
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-169K- 36.55% |
$13.8M - $14.1M
|
294K
$24.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-208K- 85.39% |
$16.9M - $17.3M
|
35.5K
$2.92M
|
|
|
Nov 14, 2024
Q3 2024
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-220K- 5.44% |
$17.9M - $18.3M
|
3.82M
$314M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-221K- 18.41% |
$18M - $18.4M
|
980K
$80.4M
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-224K- 54.33% |
$18.2M - $18.7M
|
189K
$15.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-250K- 63.74% |
$20.3M - $20.8M
|
142K
$11.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-276K- 91.1% |
$22.5M - $23M
|
27K
$2.21M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-321K- 6.37% |
$26.1M - $26.7M
|
4.71M
$386M
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-355K- 67.22% |
$28.9M - $29.6M
|
173K
$14.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-357K- 95.89% |
$29.1M - $29.8M
|
15.3K
$1.26M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-384K- 6.61% |
$31.2M - $32M
|
5.42M
$445M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-393K- 13.01% |
$32M - $32.7M
|
2.63M
$216M
|
|
|
Oct 21, 2024
Q3 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-401K- 76.79% |
$32.6M - $33.4M
|
121K
$9.94M
|
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-448K- 85.77% |
$36.4M - $37.3M
|
74.3K
$6.09M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-512K- 38.49% |
$41.7M - $42.7M
|
819K
$67.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-560K- 6.69% |
$45.5M - $46.6M
|
7.81M
$641M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-753K- 17.68% |
$61.3M - $62.7M
|
3.51M
$288M
|
|
|
Nov 12, 2024
Q3 2024
|
Argi Investment Services, LLC
|
SELL
|
- |
-1.3M- 82.49% |
$106M - $109M
|
277K
$22.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-2.87M- 99.55% |
$233M - $239M
|
13K
$1.06M
|