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 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
675+ 0.82% |
$54.9K - $56.2K
|
82.7K
$6.79M
|
|
Oct 10, 2024
Q3 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
630+ 7.57% |
$51.2K - $52.5K
|
8.96K
$735K
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
625+ 20.32% |
$50.8K - $52.1K
|
3.7K
$304K
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
621+ 16.84% |
$50.5K - $51.7K
|
4.31K
$353K
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
607+ 3.16% |
$49.4K - $50.6K
|
19.8K
$1.62M
|
|
Nov 08, 2024
Q3 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
605+ 0.6% |
$49.2K - $50.4K
|
101K
$8.32M
|
|
Oct 18, 2024
Q3 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
580New |
$47.2K - $48.3K
|
580
$47.6K
|
|
Nov 01, 2024
Q3 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
580+ 40.45% |
$47.2K - $48.3K
|
2.01K
$165K
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
559New |
$45.5K - $46.6K
|
559
$45.9K
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
BUY
|
- |
550+ 4.99% |
$44.7K - $45.8K
|
11.6K
$949K
|
|
Oct 25, 2024
Q3 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
540+ 7.32% |
$43.9K - $45K
|
7.91K
$649K
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
513+ 5.23% |
$41.7K - $42.7K
|
10.3K
$846K
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
509+ 1.3% |
$41.4K - $42.4K
|
39.6K
$3.25M
|
|
Nov 12, 2024
Q3 2024
|
St. James Investment Company, LLC
|
BUY
|
- |
505+ 3.64% |
$41.1K - $42.1K
|
14.4K
$1.18M
|
|
Nov 05, 2024
Q3 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
503+ 1.77% |
$40.9K - $41.9K
|
29K
$2.38M
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
BUY
|
- |
499+ 4.82% |
$40.6K - $41.6K
|
10.8K
$889K
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
484+ 24.1% |
$39.4K - $40.3K
|
2.49K
$204K
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
BUY
|
- |
480+ 1.84% |
$39K - $40K
|
26.6K
$2.18M
|
|
Nov 07, 2024
Q3 2024
|
ETF Store, Inc.
|
BUY
|
- |
458+ 10.11% |
$37.2K - $38.1K
|
4.99K
$409K
|
|
Nov 14, 2024
Q3 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
439+ 2.39% |
$35.7K - $36.6K
|
18.8K
$1.54M
|
|
Oct 25, 2024
Q3 2024
|
Bay Rivers Group
|
BUY
|
- |
436+ 13.44% |
$35.5K - $36.3K
|
3.68K
$302K
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
433+ 14.78% |
$35.2K - $36.1K
|
3.36K
$276K
|
|
Nov 12, 2024
Q3 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
430+ 9.31% |
$35K - $35.8K
|
5.05K
$414K
|
|
Nov 13, 2024
Q3 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
420+ 9.12% |
$34.2K - $35K
|
5.03K
$412K
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
407+ 1.44% |
$33.1K - $33.9K
|
28.6K
$2.35M
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
401+ 9.3% |
$32.6K - $33.4K
|
4.71K
$387K
|
|
Oct 23, 2024
Q3 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
397+ 5.29% |
$32.3K - $33.1K
|
7.91K
$649K
|
|
Nov 12, 2024
Q3 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
390+ 5.05% |
$31.7K - $32.5K
|
8.11K
$665K
|
|
Nov 08, 2024
Q3 2024
|
New Potomac Partners, LLC
|
BUY
|
- |
385New |
$31.3K - $32.1K
|
385
$31.6K
|
|
Nov 13, 2024
Q3 2024
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
357+ 1.43% |
$29K - $29.7K
|
25.3K
$2.07M
|
|
Oct 28, 2024
Q3 2024
|
Durante & Waters, LLC
Brewster, NY |
BUY
|
- |
343+ 0.42% |
$27.9K - $28.6K
|
81.3K
$6.67M
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
322New |
$26.2K - $26.8K
|
322
$26.4K
|
|
Oct 07, 2024
Q3 2024
|
New Capital Management LP
|
BUY
|
- |
319+ 0.89% |
$25.9K - $26.6K
|
36.1K
$2.96M
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
295+ 1.61% |
$24K - $24.6K
|
18.6K
$1.53M
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
292New |
$23.7K - $24.3K
|
292
$24K
|
|
Oct 09, 2024
Q3 2024
|
A. D. Beadell Investment Counsel, Inc.
|
BUY
|
- |
292+ 4.78% |
$23.7K - $24.3K
|
6.41K
$525K
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
BUY
|
- |
275+ 2.55% |
$22.4K - $22.9K
|
11K
$906K
|
|
Nov 12, 2024
Q3 2024
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
270+ 1.0% |
$22K - $22.5K
|
27.2K
$2.23M
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
258+ 8.78% |
$21K - $21.5K
|
3.2K
$262K
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
250+ 0.67% |
$20.3K - $20.8K
|
37.6K
$3.09M
|
|
Oct 24, 2024
Q3 2024
|
Sterling Manor Financial, LLC
|
BUY
|
- |
247+ 0.4% |
$20.1K - $20.6K
|
61.8K
$5.07M
|
|
Oct 21, 2024
Q3 2024
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
245+ 0.87% |
$19.9K - $20.4K
|
28.5K
$2.33M
|
|
Oct 08, 2024
Q3 2024
|
Cadinha & CO LLC
|
BUY
|
- |
240+ 4.71% |
$19.5K - $20K
|
5.34K
$438K
|
|
Nov 08, 2024
Q3 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
234+ 5.89% |
$19K - $19.5K
|
4.21K
$345K
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
228New |
$18.5K - $19K
|
228
$18.7K
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
217+ 1.13% |
$17.6K - $18.1K
|
19.4K
$1.59M
|
|
Oct 18, 2024
Q3 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
216+ 1.29% |
$17.6K - $18K
|
16.9K
$1.39M
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
211+ 3.86% |
$17.2K - $17.6K
|
5.67K
$465K
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
BUY
|
- |
203+ 4.14% |
$16.5K - $16.9K
|
5.1K
$419K
|
|
Oct 29, 2024
Q3 2024
|
Van Eck Associates Corp
|
BUY
|
- |
203New |
$16.5K - $16.9K
|
203
$16.7K
|