Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.61K- 5.5% |
$132K - $134K
|
27.7K
$2.27M
|
|
|
Jan 14, 2025
Q4 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-1.62K- 2.71% |
$133K - $135K
|
58.2K
$4.78M
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-1.72K- 51.81% |
$140K - $142K
|
1.6K
$131K
|
|
|
Feb 04, 2025
Q4 2024
|
Sierra Capital LLC
|
SELL
|
- |
-1.79K- 17.79% |
$146K - $149K
|
8.29K
$680K
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-1.92K- 2.43% |
$157K - $159K
|
77.1K
$6.33M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-1.94K- 6.77% |
$158K - $161K
|
26.7K
$2.19M
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-1.96K- 10.76% |
$160K - $163K
|
16.3K
$1.34M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.02K- 6.99% |
$165K - $167K
|
26.9K
$2.21M
|
|
|
Jan 28, 2025
Q4 2024
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-2.09K- 38.4% |
$171K - $173K
|
3.35K
$275K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-2.27K- 12.86% |
$186K - $188K
|
15.4K
$1.26M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
SELL
|
- |
-2.38K- 3.71% |
$195K - $198K
|
61.9K
$5.08M
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-2.4K- 42.88% |
$196K - $199K
|
3.2K
$263K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-2.41K- 17.53% |
$197K - $200K
|
11.3K
$929K
|
|
|
Jan 27, 2025
Q4 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-2.49K- 40.49% |
$203K - $206K
|
3.66K
$300K
|
|
|
Feb 05, 2025
Q4 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
SELL
|
- |
-2.49K- 9.71% |
$203K - $206K
|
23.2K
$1.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-2.72K- 18.73% |
$222K - $226K
|
11.8K
$969K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-2.81K- 22.88% |
$229K - $233K
|
9.46K
$776K
|
|
|
Jan 13, 2025
Q4 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-2.83K- 8.17% |
$231K - $235K
|
31.8K
$2.61M
|
|
|
Jan 16, 2025
Q4 2024
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-2.9K- 32.51% |
$237K - $240K
|
6.02K
$494K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-2.93K- 8.48% |
$239K - $243K
|
31.6K
$2.59M
|
|
|
Jan 30, 2025
Q4 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-3.08K- 13.82% |
$251K - $255K
|
19.2K
$1.57M
|
|
|
Jan 29, 2025
Q4 2024
|
Cambiar Investors LLC
|
SELL
|
- |
-3.16K- 4.31% |
$258K - $262K
|
70.3K
$5.77M
|
|
|
Jan 28, 2025
Q4 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-3.34K- 5.73% |
$273K - $277K
|
54.9K
$4.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Financial Solutions, LLC
Knoxville, TN |
SELL
|
- |
-3.39K- 6.29% |
$277K - $281K
|
50.5K
$4.15M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-3.52K- 2.03% |
$287K - $292K
|
170K
$13.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Ndwm LLC
La Jolla, CA |
SELL
|
- |
-3.56K- 16.89% |
$291K - $295K
|
17.5K
$1.44M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-3.83K- 3.9% |
$312K - $317K
|
94.2K
$7.73M
|
|
|
Jan 14, 2025
Q4 2024
|
Cpr Investments Inc.
Rochester, MI |
SELL
|
- |
-3.86K- 9.75% |
$315K - $320K
|
35.7K
$2.93M
|
|
|
Jan 27, 2025
Q4 2024
|
Private Management Group Inc
|
SELL
|
- |
-3.98K- 5.73% |
$325K - $330K
|
65.5K
$5.37M
|
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-4K- 33.01% |
$327K - $332K
|
8.12K
$666K
|
|
|
Feb 06, 2025
Q4 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-4.06K- 6.45% |
$332K - $337K
|
58.9K
$4.84M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4.09K- 9.08% |
$334K - $339K
|
40.9K
$3.36M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-4.23K- 74.09% |
$346K - $351K
|
1.48K
$121K
|
|
|
Jan 28, 2025
Q4 2024
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-4.4K- 25.11% |
$360K - $365K
|
13.1K
$1.08M
|
|
|
Feb 06, 2025
Q4 2024
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-4.58K- 6.62% |
$374K - $380K
|
64.7K
$5.31M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-4.64K- 37.36% |
$379K - $385K
|
7.78K
$638K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-4.66K- 21.35% |
$381K - $387K
|
17.2K
$1.41M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-4.99K- 36.27% |
$408K - $414K
|
8.77K
$720K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-5.7K- 1.83% |
$466K - $473K
|
305K
$25.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-5.89K- 50.0% |
$481K - $488K
|
5.89K
$483K
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-6K- 30.93% |
$490K - $498K
|
13.4K
$1.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-6.04K- 46.47% |
$493K - $501K
|
6.96K
$571K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-6.54K- 23.57% |
$534K - $542K
|
21.2K
$1.74M
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-6.59K- 30.62% |
$538K - $547K
|
14.9K
$1.23M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-6.6K- 23.61% |
$539K - $547K
|
21.3K
$1.75M
|
|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
SELL
|
- |
-6.77K- 21.78% |
$553K - $562K
|
24.3K
$2M
|
|
|
Jan 30, 2025
Q4 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
SELL
|
- |
-7.4K- 17.39% |
$604K - $613K
|
35.1K
$2.88M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-7.66K- 7.84% |
$625K - $635K
|
90.1K
$7.39M
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-7.84K- 54.92% |
$641K - $650K
|
6.44K
$528K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-7.91K- 90.97% |
$646K - $656K
|
785
$64.4K
|