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 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-558- 3.32% |
$45.6K - $46.3K
|
16.2K
$1.33M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-561- 34.95% |
$45.8K - $46.5K
|
1.04K
$85.7K
|
|
|
Jan 15, 2025
Q4 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-573- 5.08% |
$46.8K - $47.5K
|
10.7K
$878K
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-597- 48.89% |
$48.8K - $49.5K
|
624
$51.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-598- 5.35% |
$48.8K - $49.6K
|
10.6K
$868K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-600- 4.84% |
$49K - $49.8K
|
11.8K
$967K
|
|
|
Jan 23, 2025
Q4 2024
|
4 J Wealth Management LLC
|
SELL
|
- |
-644- 2.54% |
$52.6K - $53.4K
|
24.7K
$2.03M
|
|
|
Jan 16, 2025
Q4 2024
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-696- 1.27% |
$56.8K - $57.7K
|
54K
$4.43M
|
|
|
Jan 28, 2025
Q4 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
SELL
|
- |
-707- 6.56% |
$57.7K - $58.6K
|
10.1K
$827K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-726- 12.15% |
$59.3K - $60.2K
|
5.25K
$431K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-780- 1.84% |
$63.7K - $64.7K
|
41.6K
$3.41M
|
|
|
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
$6.56M
|
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-831- 1.98% |
$67.9K - $68.9K
|
41.2K
$3.38M
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-848- 19.74% |
$69.3K - $70.3K
|
3.45K
$283K
|
|
|
Jan 15, 2025
Q4 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-852- 4.88% |
$69.6K - $70.7K
|
16.6K
$1.36M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-896- 15.12% |
$73.2K - $74.3K
|
5.03K
$413K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-929- 25.81% |
$75.9K - $77K
|
2.67K
$219K
|
|
|
Feb 04, 2025
Q4 2024
|
Gen Trust, LLC
|
SELL
|
- |
-947- 4.78% |
$77.4K - $78.5K
|
18.9K
$1.55M
|
|
|
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
$708K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-997- 1.55% |
$81.4K - $82.7K
|
63.2K
$5.18M
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-1K- 13.61% |
$81.7K - $82.9K
|
6.35K
$521K
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-1K- 98.23% |
$81.7K - $82.9K
|
18
$1.48K
|
|
|
Jan 10, 2025
Q4 2024
|
A. D. Beadell Investment Counsel, Inc.
|
SELL
|
- |
-1.01K- 15.71% |
$82.2K - $83.4K
|
5.4K
$443K
|
|
|
Feb 06, 2025
Q4 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1.05K- 26.66% |
$86.1K - $87.4K
|
2.9K
$238K
|
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
SELL
|
- |
-1.07K- 2.17% |
$87.2K - $88.6K
|
48K
$3.94M
|
|
|
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
$2.59M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.15K- 22.89% |
$94K - $95.5K
|
3.88K
$318K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.18K- 10.97% |
$96.4K - $97.9K
|
9.58K
$786K
|
|
|
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 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-1.21K- 37.67% |
$98.7K - $100K
|
2K
$164K
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-1.22K- 6.24% |
$99.5K - $101K
|
18.3K
$1.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
SELL
|
- |
-1.23K- 1.92% |
$100K - $102K
|
62.8K
$5.16M
|
|
|
Jan 16, 2025
Q4 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-1.25K- 55.09% |
$102K - $104K
|
1.02K
$83.6K
|
|
|
Jan 30, 2025
Q4 2024
|
De Dora Capital, Inc.
|
SELL
|
- |
-1.26K- 16.3% |
$103K - $104K
|
6.45K
$530K
|
|
|
Jan 30, 2025
Q4 2024
|
Mtc Wealth Management LLC
|
SELL
|
- |
-1.27K- 1.09% |
$104K - $105K
|
116K
$9.48M
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-1.27K- 34.16% |
$104K - $105K
|
2.45K
$201K
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-1.33K- 6.41% |
$109K - $110K
|
19.4K
$1.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-1.34K- 21.75% |
$109K - $111K
|
4.82K
$395K
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
SELL
|
- |
-1.38K- 13.81% |
$113K - $114K
|
8.6K
$706K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.39K- 23.28% |
$114K - $115K
|
4.58K
$376K
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
SELL
|
- |
-1.41K- 4.37% |
$115K - $117K
|
30.8K
$2.52M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.5K- 10.07% |
$123K - $124K
|
13.4K
$1.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-1.52K- 7.43% |
$124K - $126K
|
18.9K
$1.55M
|
|
|
Feb 04, 2025
Q4 2024
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-1.52K- 9.0% |
$124K - $126K
|
15.3K
$1.26M
|
|
|
Feb 05, 2025
Q4 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
SELL
|
- |
-1.54K- 36.68% |
$126K - $127K
|
2.65K
$218K
|
|
|
Jan 28, 2025
Q4 2024
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
SELL
|
- |
-1.58K- 12.05% |
$129K - $131K
|
11.6K
$948K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.59K- 1.69% |
$130K - $132K
|
92.4K
$7.59M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-1.61K- 36.82% |
$131K - $133K
|
2.76K
$226K
|