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 07, 2025
Q4 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
5.43K+ 8.85% |
$443K - $450K
|
66.8K
$5.51M
|
|
|
Feb 25, 2025
Q4 2024
|
Advisor Resource Council
|
BUY
|
- |
5.36KNew |
$438K - $445K
|
5.36K
$443K
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
BUY
|
- |
5.28K+ 15.19% |
$431K - $438K
|
40K
$3.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
BUY
|
- |
5.28K+ 29.25% |
$431K - $438K
|
23.3K
$1.92M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.06KNew |
$413K - $420K
|
5.06K
$418K
|
|
|
Mar 07, 2025
Q4 2024
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
4.99KNew |
$408K - $414K
|
4.99K
$412K
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
4.96K+ 44.93% |
$405K - $411K
|
16K
$1.32M
|
|
|
Feb 10, 2025
Q4 2024
|
Postrock Partners LLC
Overland Park, OR |
BUY
|
- |
4.93KNew |
$402K - $409K
|
4.93K
$406K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
4.85K+ 26.04% |
$396K - $402K
|
23.5K
$1.94M
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
4.85K+ 77.54% |
$396K - $402K
|
11.1K
$916K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
4.81KNew |
$393K - $399K
|
4.81K
$397K
|
|
|
Feb 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
4.78KNew |
$391K - $397K
|
4.78K
$395K
|
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
4.78KNew |
$390K - $396K
|
4.78K
$394K
|
|
|
Feb 07, 2025
Q4 2024
|
Cushing Capital Partners, LLC
Delafield, WI |
BUY
|
- |
4.77KNew |
$389K - $395K
|
4.77K
$393K
|
|
|
Jan 31, 2025
Q4 2024
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
4.73K+ 178.64% |
$387K - $393K
|
7.38K
$609K
|
|
|
Jan 14, 2025
Q4 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
4.73K+ 47.75% |
$386K - $392K
|
14.6K
$1.21M
|
|
|
Jan 27, 2025
Q4 2024
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
4.57KNew |
$373K - $379K
|
4.57K
$377K
|
|
|
Feb 20, 2025
Q4 2024
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
4.54KNew |
$370K - $376K
|
4.54K
$374K
|
|
|
Jan 13, 2025
Q4 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
4.42KNew |
$361K - $367K
|
4.42K
$365K
|
|
|
Feb 06, 2025
Q4 2024
|
Wernau Asset Management Inc.
Gloucester, MA |
BUY
|
- |
4.4KNew |
$359K - $364K
|
4.4K
$363K
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
4.39KNew |
$359K - $364K
|
4.39K
$362K
|
|
|
Jan 14, 2025
Q4 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
4.39K+ 8.8% |
$358K - $364K
|
54.2K
$4.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
4.37K+ 19.97% |
$357K - $362K
|
26.3K
$2.17M
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
BUY
|
- |
4.37K+ 6.41% |
$357K - $362K
|
72.5K
$5.98M
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
4.35KNew |
$355K - $360K
|
4.35K
$359K
|
|
|
Feb 05, 2025
Q4 2024
|
Davis Rea Ltd.
|
BUY
|
- |
4.32K+ 17.58% |
$352K - $358K
|
28.9K
$2.38M
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
BUY
|
- |
4.28KNew |
$350K - $355K
|
4.28K
$353K
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
4.24KNew |
$346K - $352K
|
4.24K
$350K
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
4.18K+ 6.27% |
$341K - $347K
|
70.9K
$5.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Novem Group
Rochester, NY |
BUY
|
- |
4.18KNew |
$341K - $346K
|
4.18K
$345K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.17K+ 6.78% |
$340K - $346K
|
65.7K
$5.42M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
4.11K+ 17.11% |
$336K - $341K
|
28.2K
$2.32M
|
|
|
Feb 14, 2025
Q4 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
4.09K+ 16.35% |
$334K - $339K
|
29.1K
$2.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
4.04KNew |
$330K - $335K
|
4.04K
$333K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
4.03KNew |
$329K - $334K
|
4.03K
$332K
|
|
|
Jan 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
4.02K+ 31.05% |
$329K - $334K
|
17K
$1.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
3.92K+ 125.52% |
$320K - $325K
|
7.04K
$581K
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
3.86K+ 14.79% |
$315K - $320K
|
30K
$2.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
3.85KNew |
$314K - $319K
|
3.85K
$318K
|
|
|
Feb 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
3.84K+ 34.12% |
$314K - $319K
|
15.1K
$1.25M
|
|
|
Jan 13, 2025
Q4 2024
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
3.84KNew |
$314K - $318K
|
3.84K
$317K
|
|
|
Jan 13, 2025
Q4 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
3.82K+ 17.57% |
$312K - $317K
|
25.6K
$2.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Timelo Investment Management Inc.
|
BUY
|
- |
3.8K+ 2.81% |
$310K - $315K
|
139K
$11.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
3.74KNew |
$305K - $310K
|
3.74K
$308K
|
|
|
Jan 17, 2025
Q4 2024
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
3.68K+ 14.82% |
$301K - $305K
|
28.5K
$2.35M
|
|
|
Feb 12, 2025
Q4 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
3.65K+ 12.44% |
$298K - $303K
|
33K
$2.72M
|
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
3.61KNew |
$295K - $300K
|
3.61K
$298K
|
|
|
Feb 12, 2025
Q4 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
3.6KNew |
$294K - $299K
|
3.6K
$297K
|
|
|
Feb 12, 2025
Q4 2024
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
3.57K+ 11.08% |
$292K - $296K
|
35.8K
$2.96M
|
|
|
Jan 15, 2025
Q4 2024
|
J2 Capital Management Inc
|
BUY
|
- |
3.57KNew |
$291K - $296K
|
3.57K
$294K
|