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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Independent Family Office, LLC
|
SELL
|
- |
-16.4K- 43.61% |
$1.34M - $1.36M
|
21.2K
$1.74M
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-16.5K- 16.92% |
$1.35M - $1.37M
|
81.1K
$6.65M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-18.1K- 3.2% |
$1.48M - $1.5M
|
548K
$44.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-19K- 1.94% |
$1.55M - $1.57M
|
961K
$78.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-19.1K- 37.0% |
$1.56M - $1.58M
|
32.5K
$2.66M
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-19.3K- 53.76% |
$1.57M - $1.6M
|
16.6K
$1.36M
|
|
|
Feb 06, 2025
Q4 2024
|
Auxano Advisors, LLC
|
SELL
|
- |
-19.3K- 48.6% |
$1.58M - $1.6M
|
20.4K
$1.67M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-20K- 2.23% |
$1.63M - $1.66M
|
877K
$71.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-20.2K- 36.69% |
$1.65M - $1.68M
|
34.9K
$2.86M
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-20.7K- 20.05% |
$1.69M - $1.72M
|
82.7K
$6.78M
|
|
|
Feb 03, 2025
Q4 2024
|
Leuthold Group, LLC
|
SELL
|
- |
-20.9K- 14.82% |
$1.7M - $1.73M
|
120K
$9.83M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-23.8K- 77.29% |
$1.95M - $1.98M
|
7K
$574K
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-24.5K- 30.71% |
$2M - $2.03M
|
55.2K
$4.52M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-24.9K- 17.42% |
$2.03M - $2.06M
|
118K
$9.67M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-25.1K- 3.75% |
$2.05M - $2.08M
|
644K
$52.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-25.6K- 7.89% |
$2.09M - $2.12M
|
298K
$24.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-25.7K- 3.11% |
$2.1M - $2.13M
|
800K
$65.6M
|
|
|
Feb 04, 2025
Q4 2024
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-26.5K- 80.53% |
$2.16M - $2.2M
|
6.4K
$525K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-26.6K- 4.33% |
$2.17M - $2.21M
|
589K
$48.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-26.7K- 16.98% |
$2.18M - $2.22M
|
131K
$10.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-27K- 24.44% |
$2.2M - $2.24M
|
83.4K
$6.83M
|
|
|
Jan 23, 2025
Q4 2024
|
Clarity Financial LLC
|
SELL
|
- |
-27.9K- 3.92% |
$2.28M - $2.31M
|
683K
$56M
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-30.9K- 14.67% |
$2.52M - $2.56M
|
180K
$14.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-32.2K- 18.11% |
$2.63M - $2.67M
|
146K
$11.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-36K- 8.29% |
$2.94M - $2.98M
|
398K
$32.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-40.1K- 1.38% |
$3.28M - $3.33M
|
2.86M
$235M
|
|
|
Jan 30, 2025
Q4 2024
|
Members Trust CO
|
SELL
|
- |
-45.7K- 3.17% |
$3.73M - $3.79M
|
1.4M
$114M
|
|
|
Jan 17, 2025
Q4 2024
|
Lake Hills Wealth Management, LLC
|
SELL
|
- |
-50K- 23.78% |
$4.09M - $4.15M
|
160K
$13.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-52.3K- 7.43% |
$4.27M - $4.34M
|
652K
$53.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-61.7K- 99.87% |
$5.04M - $5.12M
|
83
$6.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-76.1K- 25.88% |
$6.21M - $6.31M
|
218K
$17.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-79.2K- 71.93% |
$6.47M - $6.57M
|
30.9K
$2.53M
|
|
|
Feb 06, 2025
Q4 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-82.1K- 25.42% |
$6.71M - $6.81M
|
241K
$19.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-101K- 31.38% |
$8.26M - $8.39M
|
221K
$18.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-149K- 35.82% |
$12.2M - $12.3M
|
267K
$21.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-191K- 51.49% |
$15.6M - $15.9M
|
180K
$14.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-206K- 25.28% |
$16.8M - $17M
|
607K
$49.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-221K- 3.32% |
$18.1M - $18.3M
|
6.44M
$528M
|
|
|
Jan 17, 2025
Q4 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
SELL
|
- |
-346K- 98.68% |
$28.2M - $28.7M
|
4.64K
$380K
|
|
|
Feb 11, 2025
Q4 2024
|
Mizuho Markets Americas LLC
|
SELL
|
- |
-509K- 94.2% |
$41.6M - $42.2M
|
31.3K
$2.57M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-539K- 40.32% |
$44.1M - $44.7M
|
798K
$65.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-763K- 21.76% |
$62.3M - $63.3M
|
2.74M
$225M
|
|
|
Feb 06, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-8.14M- 98.7% |
$665M - $675M
|
108K
$8.81M
|