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 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-334- 9.31% |
$27.3K - $27.7K
|
3.25K
$269K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-349- 10.63% |
$28.5K - $28.9K
|
2.94K
$242K
|
|
|
Feb 13, 2025
Q4 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-360- 5.47% |
$29.4K - $29.9K
|
6.23K
$514K
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-373- 5.56% |
$30.5K - $30.9K
|
6.33K
$523K
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-374- 8.06% |
$30.5K - $31K
|
4.27K
$353K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-387- 12.11% |
$31.6K - $32.1K
|
2.81K
$232K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-389- 4.12% |
$31.8K - $32.3K
|
9.05K
$748K
|
|
|
Feb 07, 2025
Q4 2024
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-392- 10.95% |
$32K - $32.5K
|
3.19K
$263K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-395- 8.5% |
$32.3K - $32.8K
|
4.25K
$351K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-396- 1.62% |
$32.3K - $32.8K
|
24.1K
$1.99M
|
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-400- 5.28% |
$32.7K - $33.2K
|
7.18K
$593K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-400- 42.11% |
$32.7K - $33.2K
|
550
$45.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-400- 35.24% |
$32.7K - $33.2K
|
735
$60.7K
|
|
|
Aug 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-400- 35.24% |
$32.7K - $33.2K
|
735
$60.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-416- 13.2% |
$34K - $34.5K
|
2.74K
$226K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-417- 0.76% |
$34.1K - $34.6K
|
54.7K
$4.52M
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-419- 6.44% |
$34.2K - $34.7K
|
6.09K
$503K
|
|
|
Jan 23, 2025
Q4 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-431- 9.57% |
$35.2K - $35.7K
|
4.07K
$337K
|
|
|
Jan 14, 2025
Q4 2024
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-440- 2.33% |
$35.9K - $36.5K
|
18.4K
$1.52M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-442- 4.32% |
$36.1K - $36.7K
|
9.79K
$809K
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-446- 1.4% |
$36.4K - $37K
|
31.3K
$2.59M
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-449- 2.33% |
$36.7K - $37.2K
|
18.8K
$1.55M
|
|
|
Jan 06, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-454- 5.28% |
$37.1K - $37.7K
|
8.15K
$673K
|
|
|
Feb 18, 2025
Q4 2024
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-459- 1.58% |
$37.5K - $38.1K
|
28.5K
$2.36M
|
|
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-460- 7.32% |
$37.6K - $38.1K
|
5.83K
$481K
|
|
|
Feb 13, 2025
Q4 2024
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-471- 4.51% |
$38.5K - $39.1K
|
9.97K
$824K
|
|
|
Jan 22, 2025
Q4 2024
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-474- 2.09% |
$38.7K - $39.3K
|
22.2K
$1.83M
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
SELL
|
- |
-480- 2.96% |
$39.2K - $39.8K
|
15.8K
$1.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-487- 88.22% |
$39.8K - $40.4K
|
65
$5.37K
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-493- 14.19% |
$40.3K - $40.9K
|
2.98K
$246K
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-493- 5.64% |
$40.3K - $40.9K
|
8.25K
$682K
|
|
|
Feb 10, 2025
Q4 2024
|
Hilton Capital Management, LLC
|
SELL
|
- |
-495- 10.24% |
$40.4K - $41.1K
|
4.34K
$359K
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
SELL
|
- |
-496- 0.21% |
$40.5K - $41.1K
|
239K
$19.7M
|
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-500- 16.67% |
$40.8K - $41.5K
|
2.5K
$207K
|
|
|
Feb 14, 2025
Q4 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-500- 12.42% |
$40.8K - $41.5K
|
3.53K
$291K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-502- 11.74% |
$41K - $41.6K
|
3.78K
$312K
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-504- 14.51% |
$41.2K - $41.8K
|
2.97K
$245K
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-519- 1.64% |
$42.4K - $43K
|
31K
$2.56M
|
|
|
Jan 30, 2025
Q4 2024
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-520- 12.94% |
$42.5K - $43.1K
|
3.5K
$289K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-522- 4.4% |
$42.6K - $43.3K
|
11.3K
$937K
|
|
|
Jan 21, 2025
Q4 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-523- 1.99% |
$42.7K - $43.4K
|
25.7K
$2.12M
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-527- 20.95% |
$43K - $43.7K
|
1.99K
$164K
|
|
|
Feb 14, 2025
Q4 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-529- 10.38% |
$43.2K - $43.9K
|
4.57K
$377K
|
|
|
Jan 16, 2025
Q4 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-530- 5.92% |
$43.3K - $44K
|
8.43K
$696K
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-530- 2.34% |
$43.3K - $44K
|
22.1K
$1.83M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-541- 2.12% |
$44.2K - $44.9K
|
25K
$2.07M
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-551- 9.02% |
$45K - $45.7K
|
5.56K
$459K
|
|
|
Jan 21, 2025
Q4 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-555- 15.04% |
$45.3K - $46K
|
3.14K
$259K
|
|
|
Jan 15, 2025
Q4 2024
|
Cadinha & CO LLC
|
SELL
|
- |
-558- 10.45% |
$45.6K - $46.3K
|
4.78K
$395K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-558- 3.32% |
$45.6K - $46.3K
|
16.2K
$1.34M
|