Purchases and Sales Made in Q4 2024 in Ishares Barclays 1 3 Year Trea (SHY)

SHY Quotes by TradingView

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 23, 2025 Q4 2024
Koa Wealth Management, LLC

Encinitas, CA
BUY
 -
882
+ 1.51%
$72K - $73.1K
59.3K $4.88M
Jan 23, 2025 Q4 2024
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
788
+ 23.83%
$64.4K - $65.3K
4.1K $337K
Jan 28, 2025 Q4 2024
Wingate Wealth Advisors, Inc.

Lexington, MA
BUY
 -
779
New
$63.6K - $64.6K
779 $64.1K
Jan 10, 2025 Q4 2024
Ridgewood Investments LLC

BUY
 -
775
+ 31.1%
$63.3K - $64.3K
3.27K $269K
Jan 21, 2025 Q4 2024
Alpha Mark Advisors, LLC

Ft. Wright, KY
BUY
 -
770
New
$62.9K - $63.9K
770 $63.4K
Jan 15, 2025 Q4 2024
Hb Wealth Management, LLC

BUY
 -
623
+ 17.8%
$50.9K - $51.7K
4.12K $339K
Jan 10, 2025 Q4 2024
Wealth Enhancement Advisory Services, LLC

BUY
 -
612
+ 0.17%
$50K - $50.8K
367K $30.2M
Jan 14, 2025 Q4 2024
Smith Thornton Advisors LLC

Huntsville, AL
BUY
 -
570
+ 5.34%
$46.6K - $47.3K
11.2K $925K
Jan 23, 2025 Q4 2024
Tria Gen Wealth Management LLC

BUY
 -
551
+ 3.26%
$45K - $45.7K
17.5K $1.44M
Jan 16, 2025 Q4 2024
Purus Wealth Management, LLC

BUY
 -
530
+ 8.65%
$43.3K - $44K
6.66K $548K
Jan 21, 2025 Q4 2024
Oliver Luxxe Assets LLC

Gladstone, NJ
BUY
 -
454
+ 5.57%
$37.1K - $37.7K
8.6K $708K
Jan 30, 2025 Q4 2024
Roxbury Financial LLC

Mount Arlington, NJ
BUY
 -
439
New
$35.9K - $36.4K
439 $36.1K
Jan 21, 2025 Q4 2024
Rtd Financial Advisors, Inc.

BUY
 -
424
+ 14.25%
$34.6K - $35.2K
3.4K $280K
Jan 28, 2025 Q4 2024
Counterweight Ventures, LLC

Wilmington, NC
BUY
 -
382
+ 1.49%
$31.2K - $31.7K
26K $2.14M
Jan 28, 2025 Q4 2024
Golden State Wealth Management, LLC

Santa Ana, CA
BUY
 -
370
New
$30.2K - $30.7K
370 $30.4K
Jan 28, 2025 Q4 2024
Fonville Wealth Management LLC

Richmond, VA
BUY
 -
364
+ 10.57%
$29.7K - $30.2K
3.81K $313K
Jan 13, 2025 Q4 2024
Pinnacle Wealth Management Group, Inc.

BUY
 -
330
+ 4.66%
$27K - $27.4K
7.41K $609K
Jan 14, 2025 Q4 2024
Roble, Belko & Company, Inc

Sewickley, PA
BUY
 -
324
+ 19.85%
$26.5K - $26.9K
1.96K $161K
Jan 06, 2025 Q4 2024
Fortem Financial Group, LLC

BUY
 -
313
+ 0.35%
$25.6K - $26K
89K $7.32M
Jan 30, 2025 Q4 2024
Vicus Capital

State College, PA
BUY
 -
285
+ 1.89%
$23.3K - $23.6K
15.3K $1.26M
Jan 22, 2025 Q4 2024
Cornerstone Wealth Group, LLC

BUY
 -
271
+ 7.61%
$22.1K - $22.5K
3.83K $315K
Jan 27, 2025 Q4 2024
Nvwm, LLC

BUY
 -
270
+ 1.39%
$22.1K - $22.4K
19.7K $1.62M
Jan 28, 2025 Q4 2024
Robinson Value Management, Ltd.

San Antonio, TX
BUY
 -
262
+ 1.47%
$21.4K - $21.7K
18K $1.49M
Jan 22, 2025 Q4 2024
Fortitude Advisory Group L.L.C.

Gig Harbor, WA
BUY
 -
241
+ 9.8%
$19.7K - $20K
2.7K $222K
Jan 23, 2025 Q4 2024
Lewis Asset Management, LLC

Lafayette, CA
BUY
 -
230
+ 9.13%
$18.8K - $19.1K
2.75K $226K
Jan 14, 2025 Q4 2024
Twele Capital Management, Inc.

BUY
 -
211
+ 4.15%
$17.2K - $17.5K
5.3K $436K
Jan 21, 2025 Q4 2024
Avaii Wealth Management, LLC

Appleton, WI
BUY
 -
202
+ 4.03%
$16.5K - $16.8K
5.21K $429K
Jan 29, 2025 Q4 2024
Jmac Enterprises LLC

BUY
 -
197
+ 0.63%
$16.1K - $16.3K
31.3K $2.58M
Jan 29, 2025 Q4 2024
Van Eck Associates Corp

BUY
 -
187
+ 92.12%
$15.3K - $15.5K
390 $32.1K
Jan 21, 2025 Q4 2024
Northern Oak Wealth Management Inc

Milwaukee, WI
BUY
 -
174
+ 5.69%
$14.2K - $14.4K
3.23K $266K
Jan 14, 2025 Q4 2024
Redhawk Wealth Advisors, Inc.

Minneapolis, MN
BUY
 -
147
+ 2.12%
$12K - $12.2K
7.09K $584K
Jan 22, 2025 Q4 2024
Center For Asset Management LLC

BUY
 -
145
+ 5.82%
$11.8K - $12K
2.64K $217K
Jan 24, 2025 Q4 2024
Independence Bank Of Kentucky

BUY
 -
127
New
$10.4K - $10.5K
127 $10.4K
Jan 23, 2025 Q4 2024
Gfs Advisors, LLC

BUY
 -
121
+ 4.03%
$9.88K - $10K
3.12K $257K
Jan 17, 2025 Q4 2024
Beaumont Financial Advisors, LLC

Needham, DE
BUY
 -
119
+ 4.01%
$9.72K - $9.87K
3.09K $254K
Jan 27, 2025 Q4 2024
Tectonic Advisors LLC

Plano, TX
BUY
 -
115
+ 2.83%
$9.39K - $9.54K
4.17K $343K
Jan 21, 2025 Q4 2024
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
112
+ 0.43%
$9.15K - $9.29K
26.1K $2.14M
Jan 13, 2025 Q4 2024
City State Bank

Norwalk, IA
BUY
 -
106
New
$8.66K - $8.79K
106 $8.72K
Jan 27, 2025 Q4 2024
Brickley Wealth Management

BUY
 -
93
+ 1.82%
$7.6K - $7.71K
5.21K $429K
Jan 17, 2025 Q4 2024
Market Street Wealth Management Advisors LLC

BUY
 -
69
+ 2.63%
$5.64K - $5.72K
2.69K $221K
Jan 16, 2025 Q4 2024
Harbor Investment Advisory, LLC

BUY
 -
62
+ 0.16%
$5.06K - $5.14K
39.7K $3.27M
Jan 30, 2025 Q4 2024
Mn Wealth Advisors, LLC

Overland Park, KS
BUY
 -
59
+ 1.36%
$4.82K - $4.89K
4.41K $363K
Jan 28, 2025 Q4 2024
William Howard & CO Financial Advisors Inc

Memphis, TN
BUY
 -
54
+ 0.27%
$4.41K - $4.48K
20.3K $1.67M
Jan 22, 2025 Q4 2024
Asset Dedication, LLC

BUY
 -
43
+ 1.99%
$3.51K - $3.57K
2.21K $181K
Jan 17, 2025 Q4 2024
Simon Quick Advisors, LLC

BUY
 -
42
+ 0.41%
$3.43K - $3.48K
10.4K $852K
Jan 21, 2025 Q4 2024
Grimes & Company, Inc.

BUY
 -
34
+ 1.36%
$2.78K - $2.82K
2.54K $209K
Jan 16, 2025 Q4 2024
Chesley Taft & Associates LLC

BUY
 -
30
+ 0.1%
$2.45K - $2.49K
31.1K $2.56M
Jan 28, 2025 Q4 2024
Soa Wealth Advisors, Llc.

BUY
 -
25
+ 1.27%
$2.04K - $2.07K
1.99K $164K
Jan 10, 2025 Q4 2024
Hbw Advisory Services LLC

BUY
 -
25
+ 0.85%
$2.04K - $2.07K
2.98K $245K

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