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 28, 2025
Q4 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
SELL
|
- |
-707- 6.56% |
$57.7K - $58.6K
|
10.1K
$829K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-726- 12.15% |
$59.3K - $60.2K
|
5.25K
$432K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-780- 1.84% |
$63.7K - $64.7K
|
41.6K
$3.42M
|
|
|
Jan 27, 2025
Q4 2024
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-786- 0.53% |
$64.2K - $65.2K
|
147K
$12.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-831- 1.98% |
$67.9K - $68.9K
|
41.2K
$3.39M
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-848- 19.74% |
$69.3K - $70.3K
|
3.45K
$284K
|
|
|
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
$414K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-929- 25.81% |
$75.9K - $77K
|
2.67K
$220K
|
|
|
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
$710K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-997- 1.55% |
$81.4K - $82.7K
|
63.2K
$5.2M
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-1K- 98.23% |
$81.7K - $82.9K
|
18
$1.48K
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-1K- 13.61% |
$81.7K - $82.9K
|
6.35K
$522K
|
|
|
Jan 10, 2025
Q4 2024
|
A. D. Beadell Investment Counsel, Inc.
|
SELL
|
- |
-1.01K- 15.71% |
$82.2K - $83.4K
|
5.4K
$444K
|
|
|
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
$2.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.15K- 22.89% |
$94K - $95.5K
|
3.88K
$319K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.18K- 10.97% |
$96.4K - $97.9K
|
9.58K
$788K
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-1.18K- 5.53% |
$96.4K - $97.9K
|
20.2K
$1.66M
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
SELL
|
- |
-1.23K- 1.92% |
$100K - $102K
|
62.8K
$5.17M
|
|
|
Jan 16, 2025
Q4 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-1.25K- 55.09% |
$102K - $104K
|
1.02K
$83.8K
|
|
|
Jan 30, 2025
Q4 2024
|
De Dora Capital, Inc.
|
SELL
|
- |
-1.26K- 16.3% |
$103K - $104K
|
6.45K
$531K
|
|
|
Jan 30, 2025
Q4 2024
|
Mtc Wealth Management LLC
|
SELL
|
- |
-1.27K- 1.09% |
$104K - $105K
|
116K
$9.51M
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-1.27K- 34.16% |
$104K - $105K
|
2.45K
$201K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-1.34K- 21.75% |
$109K - $111K
|
4.82K
$396K
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
SELL
|
- |
-1.38K- 13.81% |
$113K - $114K
|
8.6K
$708K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.5K- 10.07% |
$123K - $124K
|
13.4K
$1.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
SELL
|
- |
-1.58K- 12.05% |
$129K - $131K
|
11.6K
$951K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.59K- 1.69% |
$130K - $132K
|
92.4K
$7.61M
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.61K- 5.5% |
$132K - $134K
|
27.7K
$2.28M
|
|
|
Jan 14, 2025
Q4 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-1.62K- 2.71% |
$133K - $135K
|
58.2K
$4.79M
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-1.72K- 51.81% |
$140K - $142K
|
1.6K
$131K
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-1.92K- 2.43% |
$157K - $159K
|
77.1K
$6.34M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-1.94K- 6.77% |
$158K - $161K
|
26.7K
$2.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-1.96K- 10.76% |
$160K - $163K
|
16.3K
$1.34M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.02K- 6.99% |
$165K - $167K
|
26.9K
$2.21M
|
|
|
Jan 28, 2025
Q4 2024
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-2.09K- 38.4% |
$171K - $173K
|
3.35K
$276K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-2.27K- 12.86% |
$186K - $188K
|
15.4K
$1.27M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
SELL
|
- |
-2.38K- 3.71% |
$195K - $198K
|
61.9K
$5.09M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-2.41K- 17.53% |
$197K - $200K
|
11.3K
$931K
|
|
|
Jan 27, 2025
Q4 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-2.49K- 40.49% |
$203K - $206K
|
3.66K
$301K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-2.81K- 22.88% |
$229K - $233K
|
9.46K
$778K
|
|
|
Jan 13, 2025
Q4 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-2.83K- 8.17% |
$231K - $235K
|
31.8K
$2.62M
|
|
|
Jan 16, 2025
Q4 2024
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-2.9K- 32.51% |
$237K - $240K
|
6.02K
$495K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-2.93K- 8.48% |
$239K - $243K
|
31.6K
$2.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Cambiar Investors LLC
|
SELL
|
- |
-3.16K- 4.31% |
$258K - $262K
|
70.3K
$5.78M
|
|
|
Jan 28, 2025
Q4 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-3.34K- 5.73% |
$273K - $277K
|
54.9K
$4.52M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-3.83K- 3.9% |
$312K - $317K
|
94.2K
$7.75M
|
|
|
Jan 14, 2025
Q4 2024
|
Cpr Investments Inc.
Rochester, MI |
SELL
|
- |
-3.86K- 9.75% |
$315K - $320K
|
35.7K
$2.94M
|
|
|
Jan 27, 2025
Q4 2024
|
Private Management Group Inc
|
SELL
|
- |
-3.98K- 5.73% |
$325K - $330K
|
65.5K
$5.39M
|