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 14, 2024
Q3 2024
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
3.12KNew |
$254K - $260K
|
3.12K
$256K
|
|
|
Nov 04, 2024
Q3 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
3.03KNew |
$246K - $252K
|
3.03K
$248K
|
|
|
Nov 14, 2024
Q3 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
2.92K+ 50.21% |
$237K - $243K
|
8.74K
$717K
|
|
|
Oct 22, 2024
Q3 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
2.89K+ 84.86% |
$235K - $240K
|
6.29K
$516K
|
|
|
Nov 13, 2024
Q3 2024
|
Discovery Capital Management, LLC
South Norwalk, CT |
BUY
|
- |
2.88KNew |
$234K - $240K
|
2.88K
$236K
|
|
|
Nov 06, 2024
Q3 2024
|
Koa Wealth Management, LLC
Encinitas, CA |
BUY
|
- |
2.84K+ 5.12% |
$231K - $237K
|
58.4K
$4.79M
|
|
|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
2.71KNew |
$221K - $226K
|
2.71K
$223K
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
2.7K+ 16.05% |
$220K - $225K
|
19.5K
$1.6M
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
2.7K+ 18.0% |
$219K - $225K
|
17.7K
$1.45M
|
|
|
Oct 31, 2024
Q3 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
2.68K+ 3.76% |
$218K - $223K
|
73.8K
$6.06M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.65K+ 2.78% |
$216K - $221K
|
97.9K
$8.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
2.65KNew |
$215K - $220K
|
2.65K
$217K
|
|
|
Oct 24, 2024
Q3 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
2.65KNew |
$215K - $220K
|
2.65K
$217K
|
|
|
Oct 16, 2024
Q3 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
2.62KNew |
$213K - $218K
|
2.62K
$215K
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
2.59K+ 29.77% |
$211K - $216K
|
11.3K
$926K
|
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
2.53K+ 0.72% |
$206K - $211K
|
354K
$29M
|
|
|
Oct 31, 2024
Q3 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
2.52KNew |
$205K - $210K
|
2.52K
$207K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
2.52KNew |
$204K - $209K
|
2.52K
$206K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
2.49K+ 14.82% |
$202K - $207K
|
19.3K
$1.58M
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
BUY
|
- |
2.35K+ 9.87% |
$191K - $195K
|
26.1K
$2.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
2.34K+ 11.11% |
$190K - $195K
|
23.4K
$1.92M
|
|
|
Oct 29, 2024
Q3 2024
|
White Pine Investment CO
|
BUY
|
- |
2.32K+ 2.18% |
$188K - $193K
|
109K
$8.91M
|
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
2.31K+ 44.8% |
$188K - $192K
|
7.45K
$611K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
2.28K+ 0.33% |
$186K - $190K
|
698K
$57.3M
|
|
|
Nov 13, 2024
Q3 2024
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
2.2K+ 7.16% |
$179K - $183K
|
32.9K
$2.7M
|
|
|
Oct 10, 2024
Q3 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
2.04K+ 26.85% |
$165K - $169K
|
9.62K
$789K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
2.03K+ 4.25% |
$165K - $169K
|
49.8K
$4.09M
|
|
|
Oct 17, 2024
Q3 2024
|
Moulton Wealth Management, Inc
|
BUY
|
- |
2.02K+ 22.65% |
$165K - $169K
|
11K
$899K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.97K+ 1.96% |
$160K - $164K
|
102K
$8.39M
|
|
|
Nov 12, 2024
Q3 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
1.94K+ 16.95% |
$158K - $161K
|
13.4K
$1.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
1.88K+ 6.98% |
$153K - $157K
|
28.8K
$2.36M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.85K+ 8.33% |
$151K - $154K
|
24.1K
$1.98M
|
|
|
Nov 12, 2024
Q3 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
1.83K+ 6.66% |
$149K - $153K
|
29.3K
$2.41M
|
|
|
Oct 30, 2024
Q3 2024
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
1.83K+ 221.21% |
$148K - $152K
|
2.65K
$217K
|
|
|
Oct 09, 2024
Q3 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
1.83K+ 22.58% |
$148K - $152K
|
9.91K
$813K
|
|
|
Oct 22, 2024
Q3 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
1.8K+ 23.26% |
$147K - $150K
|
9.56K
$784K
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
BUY
|
- |
1.77K+ 19.23% |
$144K - $148K
|
11K
$902K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.74K+ 0.97% |
$142K - $145K
|
182K
$14.9M
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1.74KNew |
$141K - $145K
|
1.74K
$143K
|
|
|
Oct 21, 2024
Q3 2024
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
1.72K+ 1.72% |
$140K - $143K
|
102K
$8.34M
|
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.69K+ 8.53% |
$137K - $141K
|
21.5K
$1.77M
|
|
|
Nov 04, 2024
Q3 2024
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
1.65K+ 44.19% |
$134K - $137K
|
5.37K
$441K
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
1.64KNew |
$133K - $137K
|
1.64K
$135K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.63K+ 36.22% |
$133K - $136K
|
6.14K
$504K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
1.61KNew |
$131K - $134K
|
1.61K
$132K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.59K+ 7.09% |
$130K - $133K
|
24.1K
$1.97M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.58K+ 96.76% |
$129K - $132K
|
3.22K
$264K
|
|
|
Nov 05, 2024
Q3 2024
|
One Day In July LLC
|
BUY
|
- |
1.57K+ 3.3% |
$127K - $131K
|
49.1K
$4.03M
|
|
|
Oct 23, 2024
Q3 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
1.56K+ 50.7% |
$127K - $130K
|
4.65K
$381K
|
|
|
Oct 15, 2024
Q3 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
1.55K+ 3.21% |
$126K - $129K
|
49.8K
$4.09M
|