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 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
203+ 4.83% |
$16.5K - $16.9K
|
4.4K
$361K
|
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
200New |
$16.3K - $16.7K
|
200
$16.4K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
200+ 1.59% |
$16.3K - $16.7K
|
12.8K
$1.05M
|
|
|
Oct 29, 2024
Q3 2024
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
192+ 0.36% |
$15.6K - $16K
|
53.9K
$4.42M
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
181New |
$14.7K - $15.1K
|
181
$14.8K
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
178+ 4.44% |
$14.5K - $14.8K
|
4.19K
$344K
|
|
|
Oct 29, 2024
Q3 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
178New |
$14.5K - $14.8K
|
178
$14.6K
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
169+ 1.75% |
$13.7K - $14.1K
|
9.84K
$807K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
168+ 8.43% |
$13.7K - $14K
|
2.16K
$177K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
167+ 23.32% |
$13.6K - $13.9K
|
883
$72.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Jordan Park Group LLC
|
BUY
|
- |
161+ 1.01% |
$13.1K - $13.4K
|
16.1K
$1.32M
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
155+ 387.5% |
$12.6K - $12.9K
|
195
$16K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
153+ 2.56% |
$12.4K - $12.7K
|
6.13K
$502K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
153+ 1.58% |
$12.4K - $12.7K
|
9.84K
$807K
|
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
152+ 0.74% |
$12.4K - $12.7K
|
20.8K
$1.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
BUY
|
- |
140+ 2.28% |
$11.4K - $11.7K
|
6.28K
$515K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
127+ 0.23% |
$10.3K - $10.6K
|
55.1K
$4.52M
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
120+ 0.47% |
$9.76K - $9.99K
|
25.8K
$2.11M
|
|
|
Oct 16, 2024
Q3 2024
|
Patton Fund Management, Inc.
|
BUY
|
- |
108+ 1.39% |
$8.78K - $9K
|
7.88K
$646K
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
107+ 1.56% |
$8.7K - $8.91K
|
6.97K
$572K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
107+ 1.32% |
$8.7K - $8.91K
|
8.21K
$673K
|
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
100New |
$8.13K - $8.33K
|
100
$8.2K
|
|
|
Oct 09, 2024
Q3 2024
|
Stolper CO
|
BUY
|
- |
92+ 1.15% |
$7.48K - $7.66K
|
8.1K
$664K
|
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
87+ 0.91% |
$7.07K - $7.25K
|
9.6K
$787K
|
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
78+ 0.8% |
$6.34K - $6.5K
|
9.84K
$807K
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
BUY
|
- |
76+ 0.54% |
$6.18K - $6.33K
|
14.2K
$1.16M
|
|
|
Oct 18, 2024
Q3 2024
|
Columbus Macro, LLC
|
BUY
|
- |
75+ 2.3% |
$6.1K - $6.25K
|
3.34K
$274K
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
65New |
$5.29K - $5.41K
|
65
$5.33K
|
|
|
Nov 07, 2024
Q3 2024
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
62+ 1.66% |
$5.04K - $5.16K
|
3.8K
$312K
|
|
|
Oct 11, 2024
Q3 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
62+ 0.65% |
$5.04K - $5.16K
|
9.64K
$791K
|
|
|
Oct 07, 2024
Q3 2024
|
Twele Capital Management, Inc.
|
BUY
|
- |
62+ 1.23% |
$5.04K - $5.16K
|
5.09K
$417K
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
61+ 0.61% |
$4.96K - $5.08K
|
10K
$820K
|
|
|
Oct 16, 2024
Q3 2024
|
Optimum Investment Advisors
|
BUY
|
- |
60+ 1.92% |
$4.88K - $5K
|
3.19K
$261K
|
|
|
Oct 15, 2024
Q3 2024
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
60+ 1.78% |
$4.88K - $5K
|
3.43K
$281K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
60+ 3.26% |
$4.88K - $5K
|
1.9K
$156K
|
|
|
Nov 12, 2024
Q3 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
50+ 0.99% |
$4.07K - $4.16K
|
5.1K
$418K
|
|
|
Nov 12, 2024
Q3 2024
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
50+ 0.37% |
$4.07K - $4.16K
|
13.4K
$1.1M
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
BUY
|
- |
48+ 0.72% |
$3.9K - $4K
|
6.68K
$548K
|
|
|
Nov 07, 2024
Q3 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
46New |
$3.74K - $3.83K
|
46
$3.77K
|
|
|
Oct 07, 2024
Q3 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
42+ 0.66% |
$3.42K - $3.5K
|
6.4K
$525K
|
|
|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
41+ 0.66% |
$3.33K - $3.41K
|
6.27K
$514K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
41+ 7.27% |
$3.33K - $3.41K
|
605
$49.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
40+ 53.33% |
$3.25K - $3.33K
|
115
$9.43K
|
|
|
Oct 28, 2024
Q3 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
40+ 0.2% |
$3.25K - $3.33K
|
20.2K
$1.66M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
31+ 0.31% |
$2.52K - $2.58K
|
10K
$823K
|
|
|
Oct 30, 2024
Q3 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
29+ 0.98% |
$2.36K - $2.42K
|
2.98K
$244K
|
|
|
Nov 01, 2024
Q3 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
27+ 0.66% |
$2.2K - $2.25K
|
4.12K
$338K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
27+ 0.11% |
$2.2K - $2.25K
|
24.5K
$2.01M
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
26+ 0.17% |
$2.11K - $2.17K
|
14.9K
$1.22M
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
25+ 1.01% |
$2.03K - $2.08K
|
2.51K
$206K
|