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
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-561- 34.95% |
$45.8K - $46.5K
|
1.04K
$86.3K
|
|
|
Jan 15, 2025
Q4 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-573- 5.08% |
$46.8K - $47.5K
|
10.7K
$884K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-586- 3.69% |
$47.9K - $48.6K
|
15.3K
$1.26M
|
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-588- 0.46% |
$48K - $48.8K
|
128K
$10.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-597- 48.89% |
$48.8K - $49.5K
|
624
$51.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-598- 5.35% |
$48.8K - $49.6K
|
10.6K
$873K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-600- 4.84% |
$49K - $49.8K
|
11.8K
$974K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-617- 12.77% |
$50.4K - $51.2K
|
4.22K
$348K
|
|
|
Apr 22, 2025
Q4 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-631- 4.31% |
$51.5K - $52.3K
|
14K
$1.16M
|
|
|
Jan 23, 2025
Q4 2024
|
4 J Wealth Management LLC
|
SELL
|
- |
-644- 2.54% |
$52.6K - $53.4K
|
24.7K
$2.04M
|
|
|
Feb 10, 2025
Q4 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-671- 3.58% |
$54.8K - $55.6K
|
18.1K
$1.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-696- 1.27% |
$56.8K - $57.7K
|
54K
$4.47M
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-701- 14.28% |
$57.3K - $58.1K
|
4.21K
$348K
|
|
|
Jan 28, 2025
Q4 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
SELL
|
- |
-707- 6.56% |
$57.7K - $58.6K
|
10.1K
$832K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-726- 12.15% |
$59.3K - $60.2K
|
5.25K
$434K
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-743- 3.75% |
$60.7K - $61.6K
|
19.1K
$1.57M
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-780- 1.84% |
$63.7K - $64.7K
|
41.6K
$3.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-783- 0.77% |
$64K - $64.9K
|
101K
$8.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-783- 0.65% |
$64K - $64.9K
|
119K
$9.81M
|
|
|
Jan 27, 2025
Q4 2024
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-786- 0.53% |
$64.2K - $65.2K
|
147K
$12.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-824- 1.02% |
$67.3K - $68.3K
|
80K
$6.61M
|
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-831- 1.98% |
$67.9K - $68.9K
|
41.2K
$3.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-838- 15.93% |
$68.4K - $69.5K
|
4.42K
$366K
|
|
|
Feb 11, 2025
Q4 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-840- 1.07% |
$68.6K - $69.7K
|
77.4K
$6.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-848- 19.74% |
$69.3K - $70.3K
|
3.45K
$285K
|
|
|
Feb 11, 2025
Q4 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-851- 18.76% |
$69.5K - $70.6K
|
3.69K
$305K
|
|
|
Jan 15, 2025
Q4 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-852- 4.88% |
$69.6K - $70.7K
|
16.6K
$1.37M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-896- 15.12% |
$73.2K - $74.3K
|
5.03K
$415K
|
|
|
Feb 07, 2025
Q4 2024
|
Amundi
Paris, I0 |
SELL
|
- |
-900- 0.14% |
$73.5K - $74.6K
|
620K
$51.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-929- 25.81% |
$75.9K - $77K
|
2.67K
$221K
|
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-942- 25.65% |
$76.9K - $78.1K
|
2.73K
$226K
|
|
|
Feb 04, 2025
Q4 2024
|
Gen Trust, LLC
|
SELL
|
- |
-947- 4.78% |
$77.4K - $78.5K
|
18.9K
$1.56M
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-958- 42.65% |
$78.2K - $79.4K
|
1.29K
$106K
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-985- 10.24% |
$80.5K - $81.7K
|
8.63K
$713K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-997- 1.55% |
$81.4K - $82.7K
|
63.2K
$5.22M
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-1K- 98.23% |
$81.7K - $82.9K
|
18
$1.49K
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-1K- 13.61% |
$81.7K - $82.9K
|
6.35K
$524K
|
|
|
Feb 10, 2025
Q4 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-1K- 7.08% |
$81.9K - $83.2K
|
13.2K
$1.09M
|
|
|
Jan 10, 2025
Q4 2024
|
A. D. Beadell Investment Counsel, Inc.
|
SELL
|
- |
-1.01K- 15.71% |
$82.2K - $83.4K
|
5.4K
$446K
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.05K- 1.07% |
$85.4K - $86.7K
|
96.9K
$8M
|
|
|
Feb 06, 2025
Q4 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1.05K- 26.66% |
$86.1K - $87.4K
|
2.9K
$240K
|
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
SELL
|
- |
-1.07K- 2.17% |
$87.2K - $88.6K
|
48K
$3.97M
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-1.09K- 0.44% |
$89K - $90.4K
|
246K
$20.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-1.14K- 3.48% |
$92.8K - $94.2K
|
31.5K
$2.61M
|
|
|
Feb 10, 2025
Q4 2024
|
ETF Store, Inc.
|
SELL
|
- |
-1.14K- 22.84% |
$93K - $94.5K
|
3.85K
$318K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.15K- 22.89% |
$94K - $95.5K
|
3.88K
$320K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.18K- 10.97% |
$96.4K - $97.9K
|
9.58K
$791K
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-1.18K- 5.53% |
$96.4K - $97.9K
|
20.2K
$1.67M
|
|
|
Feb 11, 2025
Q4 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-1.2K- 4.01% |
$98K - $99.5K
|
28.7K
$2.37M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-1.21K- 37.67% |
$98.7K - $100K
|
2K
$165K
|