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 09, 2024
Q3 2024
|
Freestate Advisors LLC
Overland Park, KS |
BUY
|
- |
22.8KNew |
$1.86M - $1.9M
|
22.8K
$1.87M
|
|
Nov 01, 2024
Q3 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
22.6K+ 46.89% |
$1.84M - $1.89M
|
70.9K
$5.82M
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
22.2K+ 369.18% |
$1.8M - $1.85M
|
28.2K
$2.31M
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
22.1K+ 114.24% |
$1.79M - $1.84M
|
41.4K
$3.4M
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
22K+ 29.14% |
$1.79M - $1.84M
|
97.7K
$8.02M
|
|
Nov 14, 2024
Q3 2024
|
Alamar Capital Management, LLC
|
BUY
|
- |
21.5KNew |
$1.75M - $1.79M
|
21.5K
$1.76M
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
21.4KNew |
$1.74M - $1.78M
|
21.4K
$1.76M
|
|
Nov 12, 2024
Q3 2024
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
20.5K+ 32.05% |
$1.67M - $1.71M
|
84.5K
$6.93M
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
20.4K+ 30.45% |
$1.66M - $1.7M
|
87.3K
$7.16M
|
|
Nov 14, 2024
Q3 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
20.2KNew |
$1.64M - $1.68M
|
20.2K
$1.66M
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
20.2K+ 20.5% |
$1.64M - $1.68M
|
118K
$9.72M
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
19.8K+ 62.5% |
$1.61M - $1.65M
|
51.6K
$4.23M
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
19.8K+ 23.51% |
$1.61M - $1.65M
|
104K
$8.53M
|
|
Oct 07, 2024
Q3 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
19.8K+ 461.17% |
$1.61M - $1.65M
|
24K
$1.97M
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
19.4K+ 15.53% |
$1.58M - $1.62M
|
144K
$11.8M
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
19.4KNew |
$1.57M - $1.61M
|
19.4K
$1.59M
|
|
Oct 07, 2024
Q3 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
18.8K+ 3.86% |
$1.53M - $1.57M
|
506K
$41.5M
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
18.8K+ 9.91% |
$1.53M - $1.56M
|
208K
$17.1M
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
18.2K+ 27.12% |
$1.48M - $1.51M
|
85.1K
$6.98M
|
|
Oct 15, 2024
Q3 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
18.1K+ 43.5% |
$1.47M - $1.51M
|
59.8K
$4.9M
|
|
Oct 24, 2024
Q3 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
17.7K+ 19.3% |
$1.44M - $1.48M
|
110K
$9M
|
|
Oct 23, 2024
Q3 2024
|
Financial Management Network Inc
|
BUY
|
- |
17.7KNew |
$1.44M - $1.47M
|
17.7K
$1.45M
|
|
Nov 06, 2024
Q3 2024
|
Empowered Funds, LLC
|
BUY
|
- |
17.5K+ 111.26% |
$1.42M - $1.46M
|
33.3K
$2.73M
|
|
Nov 13, 2024
Q3 2024
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
17.5K+ 3.31% |
$1.42M - $1.45M
|
545K
$44.7M
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
17.3K+ 17.42% |
$1.41M - $1.44M
|
117K
$9.59M
|
|
Nov 14, 2024
Q3 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
16.7KNew |
$1.36M - $1.39M
|
16.7K
$1.37M
|
|
Nov 14, 2024
Q3 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
16.1KNew |
$1.31M - $1.34M
|
16.1K
$1.32M
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
15.9K+ 34.04% |
$1.3M - $1.33M
|
62.8K
$5.15M
|
|
Nov 14, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
15.7KNew |
$1.27M - $1.31M
|
15.7K
$1.29M
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
15.6K+ 21.22% |
$1.27M - $1.3M
|
88.9K
$7.29M
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
15.4K+ 76.19% |
$1.25M - $1.28M
|
35.7K
$2.92M
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
BUY
|
- |
15.3K+ 22.79% |
$1.24M - $1.27M
|
82.2K
$6.74M
|
|
Nov 07, 2024
Q3 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
15.2K+ 25.37% |
$1.24M - $1.27M
|
75.3K
$6.17M
|
|
Oct 23, 2024
Q3 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
15K+ 39.67% |
$1.22M - $1.25M
|
52.7K
$4.33M
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
14.8K+ 5.31% |
$1.2M - $1.23M
|
293K
$24M
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
14.6K+ 29.47% |
$1.19M - $1.22M
|
64.1K
$5.26M
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
14.6KNew |
$1.18M - $1.21M
|
14.6K
$1.2M
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
14.2K+ 10.43% |
$1.15M - $1.18M
|
150K
$12.3M
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
BUY
|
- |
13.7K+ 14.41% |
$1.12M - $1.15M
|
109K
$8.95M
|
|
Oct 28, 2024
Q3 2024
|
Davis Rea Ltd.
|
BUY
|
- |
13.5K+ 122.33% |
$1.1M - $1.12M
|
24.5K
$2.01M
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
13.1K+ 4.73% |
$1.07M - $1.09M
|
290K
$23.8M
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
12.8K+ 7.14% |
$1.04M - $1.07M
|
193K
$15.8M
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
12.7KNew |
$1.03M - $1.06M
|
12.7K
$1.04M
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
12.6K+ 9.68% |
$1.03M - $1.05M
|
143K
$11.7M
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
12.5K+ 179.5% |
$1.02M - $1.04M
|
19.5K
$1.6M
|
|
Nov 12, 2024
Q3 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
11.9KNew |
$968K - $992K
|
11.9K
$977K
|
|
Nov 07, 2024
Q3 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
11.6K+ 3.42% |
$943K - $966K
|
350K
$28.8M
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
11.4K+ 3.81% |
$930K - $952K
|
311K
$25.5M
|
|
Oct 31, 2024
Q3 2024
|
Aries Wealth Management
|
BUY
|
- |
11.4K+ 94.35% |
$928K - $950K
|
23.5K
$1.93M
|
|
Nov 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
11.1K+ 165.06% |
$905K - $927K
|
17.9K
$1.47M
|