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 13, 2024
Q3 2024
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
1.54K+ 15.74% |
$125K - $128K
|
11.3K
$929K
|
|
Oct 08, 2024
Q3 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
1.5K+ 13.06% |
$122K - $125K
|
13K
$1.07M
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
BUY
|
- |
1.47K+ 31.37% |
$119K - $122K
|
6.14K
$503K
|
|
Nov 07, 2024
Q3 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
1.42K+ 9.22% |
$116K - $118K
|
16.9K
$1.38M
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
BUY
|
- |
1.39K+ 29.29% |
$113K - $116K
|
6.14K
$503K
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.35K+ 4.39% |
$110K - $113K
|
32.1K
$2.63M
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
1.35KNew |
$110K - $112K
|
1.35K
$111K
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.32K+ 20.7% |
$108K - $110K
|
7.71K
$633K
|
|
Oct 18, 2024
Q3 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
1.26K+ 1.85% |
$103K - $105K
|
69.3K
$5.68M
|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
1.25K+ 5.65% |
$102K - $104K
|
23.4K
$1.92M
|
|
Nov 13, 2024
Q3 2024
|
Wms Partners, LLC
|
BUY
|
- |
1.25K+ 37.59% |
$102K - $104K
|
4.58K
$375K
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.25K+ 106.58% |
$101K - $104K
|
2.42K
$198K
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
1.2KNew |
$97.2K - $99.6K
|
1.2K
$98.1K
|
|
Oct 09, 2024
Q3 2024
|
Modus Advisors, LLC
|
BUY
|
- |
1.18K+ 1.74% |
$96K - $98.4K
|
69K
$5.66M
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
1.16K+ 1.76% |
$94.3K - $96.6K
|
66.9K
$5.49M
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.13K+ 13.18% |
$91.6K - $93.8K
|
9.67K
$793K
|
|
Nov 04, 2024
Q3 2024
|
Brickley Wealth Management
|
BUY
|
- |
1.13K+ 28.2% |
$91.5K - $93.7K
|
5.12K
$420K
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
1.12K+ 1.77% |
$91K - $93.2K
|
64.3K
$5.27M
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.11K+ 0.3% |
$90.6K - $92.8K
|
367K
$30.1M
|
|
Nov 08, 2024
Q3 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
1.11KNew |
$90.4K - $92.6K
|
1.11K
$91.2K
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
1.11K+ 9.73% |
$90.1K - $92.3K
|
12.5K
$1.02M
|
|
Nov 14, 2024
Q3 2024
|
Independent Family Office, LLC
|
BUY
|
- |
1.1K+ 3.02% |
$89.4K - $91.6K
|
37.5K
$3.08M
|
|
Nov 06, 2024
Q3 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
1.1K+ 26.91% |
$89.3K - $91.5K
|
5.18K
$425K
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
1.09KNew |
$88.5K - $90.6K
|
1.09K
$89.2K
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
996New |
$81K - $83K
|
996
$81.7K
|
|
Oct 18, 2024
Q3 2024
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
977+ 15.46% |
$79.4K - $81.4K
|
7.3K
$598K
|
|
Oct 07, 2024
Q3 2024
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
976+ 4.09% |
$79.4K - $81.3K
|
24.8K
$2.04M
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
968+ 2.24% |
$78.7K - $80.6K
|
44.1K
$3.62M
|
|
Oct 09, 2024
Q3 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
964+ 1.47% |
$78.4K - $80.3K
|
66.8K
$5.48M
|
|
Nov 13, 2024
Q3 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
953+ 2.37% |
$77.5K - $79.4K
|
41.1K
$3.37M
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
944New |
$76.8K - $78.6K
|
944
$77.4K
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
919New |
$74.7K - $76.5K
|
919
$75.4K
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
916+ 359.22% |
$74.5K - $76.3K
|
1.17K
$96.1K
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
BUY
|
- |
896+ 5.23% |
$72.9K - $74.6K
|
18K
$1.48M
|
|
Nov 14, 2024
Q3 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
890+ 3.27% |
$72.4K - $74.1K
|
28.1K
$2.31M
|
|
Nov 04, 2024
Q3 2024
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
884+ 1.14% |
$71.9K - $73.6K
|
78.3K
$6.42M
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
863+ 4.12% |
$70.2K - $71.9K
|
21.8K
$1.79M
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
848+ 2.66% |
$69K - $70.6K
|
32.7K
$2.68M
|
|
Oct 08, 2024
Q3 2024
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
825+ 10.57% |
$67.1K - $68.7K
|
8.63K
$708K
|
|
Oct 31, 2024
Q3 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
820+ 8.33% |
$66.7K - $68.3K
|
10.7K
$875K
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
819New |
$66.6K - $68.2K
|
819
$67.2K
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
818+ 615.04% |
$66.5K - $68.1K
|
951
$78K
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
812+ 6.87% |
$66K - $67.6K
|
12.6K
$1.04M
|
|
Oct 15, 2024
Q3 2024
|
Mtc Wealth Management LLC
|
BUY
|
- |
809+ 0.7% |
$65.8K - $67.4K
|
117K
$9.58M
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
BUY
|
- |
799+ 60.21% |
$65K - $66.5K
|
2.13K
$174K
|
|
Nov 12, 2024
Q3 2024
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
753+ 1.72% |
$61.2K - $62.7K
|
44.6K
$3.66M
|
|
Oct 16, 2024
Q3 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
711+ 1.35% |
$57.8K - $59.2K
|
53.4K
$4.38M
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
696+ 3.47% |
$56.6K - $58K
|
20.8K
$1.7M
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
696+ 13.19% |
$56.6K - $58K
|
5.97K
$490K
|
|
Nov 04, 2024
Q3 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
684+ 3.48% |
$55.6K - $57K
|
20.3K
$1.67M
|