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
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
51.5K+ 8.31% |
$4.19M - $4.29M
|
671K
$55M
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
49.9K+ 786.6% |
$4.05M - $4.15M
|
56.2K
$4.61M
|
|
|
Oct 30, 2024
Q3 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
47.9K+ 666.94% |
$3.9M - $3.99M
|
55.1K
$4.52M
|
|
|
Oct 07, 2024
Q3 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
47.5K+ 45.54% |
$3.86M - $3.95M
|
152K
$12.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
46.7K+ 108.49% |
$3.79M - $3.89M
|
89.7K
$7.35M
|
|
|
Nov 07, 2024
Q3 2024
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
46.6K+ 1586.15% |
$3.79M - $3.88M
|
49.5K
$4.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
46.5K+ 56.83% |
$3.78M - $3.87M
|
128K
$10.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
46.3KNew |
$3.77M - $3.86M
|
46.3K
$3.8M
|
|
|
Nov 08, 2024
Q3 2024
|
America First Investment Advisors, LLC
|
BUY
|
- |
44.9K+ 12.12% |
$3.65M - $3.74M
|
415K
$34.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
43.2K+ 94.67% |
$3.51M - $3.6M
|
88.8K
$7.28M
|
|
|
Oct 18, 2024
Q3 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
42.5KNew |
$3.46M - $3.54M
|
42.5K
$3.49M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
42K+ 0.82% |
$3.41M - $3.5M
|
5.14M
$421M
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
BUY
|
- |
41.8K+ 18.75% |
$3.4M - $3.48M
|
265K
$21.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
41.1K+ 64.72% |
$3.34M - $3.42M
|
105K
$8.58M
|
|
|
Nov 04, 2024
Q3 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
41K+ 21.44% |
$3.33M - $3.41M
|
232K
$19M
|
|
|
Nov 06, 2024
Q3 2024
|
Gunma Bank,Ltd.
|
BUY
|
- |
40K+ 50.0% |
$3.25M - $3.33M
|
120K
$9.84M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
39K+ 1277.0% |
$3.17M - $3.25M
|
42.1K
$3.45M
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
BUY
|
- |
38.4KNew |
$3.12M - $3.2M
|
38.4K
$3.15M
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
35.8KNew |
$2.91M - $2.99M
|
35.8K
$2.94M
|
|
|
Nov 12, 2024
Q3 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
35.5K+ 28.81% |
$2.89M - $2.96M
|
159K
$13M
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
35.3K+ 42.77% |
$2.87M - $2.94M
|
118K
$9.67M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
35.3K+ 3.58% |
$2.87M - $2.94M
|
1.02M
$83.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
34.4K+ 1.09% |
$2.8M - $2.87M
|
3.19M
$262M
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
34.1K+ 481.6% |
$2.77M - $2.84M
|
41.2K
$3.38M
|
|
|
Nov 06, 2024
Q3 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
34K+ 25.51% |
$2.76M - $2.83M
|
167K
$13.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
33.6KNew |
$2.73M - $2.8M
|
33.6K
$2.75M
|
|
|
Oct 31, 2024
Q3 2024
|
Jackson Square Capital, LLC
|
BUY
|
- |
32.9KNew |
$2.68M - $2.74M
|
32.9K
$2.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
32.6K+ 14.1% |
$2.65M - $2.71M
|
264K
$21.6M
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
BUY
|
- |
32.1K+ 7.75% |
$2.61M - $2.68M
|
447K
$36.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
32K+ 24.13% |
$2.6M - $2.67M
|
165K
$13.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
30.5K+ 25.89% |
$2.48M - $2.54M
|
148K
$12.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
28.8KNew |
$2.34M - $2.4M
|
28.8K
$2.36M
|
|
|
Nov 13, 2024
Q3 2024
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
28KNew |
$2.27M - $2.33M
|
28K
$2.29M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
27.6K+ 173.23% |
$2.24M - $2.3M
|
43.5K
$3.57M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
26.5K+ 8.31% |
$2.16M - $2.21M
|
346K
$28.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Strong Box Wealth, LLC
|
BUY
|
- |
26.4K+ 28.56% |
$2.15M - $2.2M
|
119K
$9.76M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
26.1K+ 9.82% |
$2.12M - $2.17M
|
292K
$23.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
25.9KNew |
$2.11M - $2.16M
|
25.9K
$2.13M
|
|
|
Nov 07, 2024
Q3 2024
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
25.5KNew |
$2.08M - $2.13M
|
25.5K
$2.09M
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
25.4K+ 30.45% |
$2.06M - $2.11M
|
109K
$8.92M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
25.1K+ 10.25% |
$2.04M - $2.09M
|
270K
$22.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
BUY
|
- |
24.6K+ 326.93% |
$2M - $2.05M
|
32.2K
$2.64M
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
24.5K+ 37.92% |
$2M - $2.04M
|
89.3K
$7.32M
|
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
24.1K+ 356.34% |
$1.96M - $2M
|
30.8K
$2.53M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
24K+ 85.74% |
$1.96M - $2M
|
52.1K
$4.27M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
24KNew |
$1.95M - $2M
|
24K
$1.97M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
24KNew |
$1.95M - $2M
|
24K
$1.97M
|
|
|
Oct 09, 2024
Q3 2024
|
Money Design Co.,Ltd.
|
BUY
|
- |
23.6K+ 24.67% |
$1.91M - $1.96M
|
119K
$9.76M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
23.3KNew |
$1.9M - $1.94M
|
23.3K
$1.91M
|
|
|
Nov 05, 2024
Q3 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
23.3KNew |
$1.89M - $1.94M
|
23.3K
$1.91M
|