Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
5.84M+ 31.47% |
$476M - $481M
|
24.4M
$2B
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
4.28M+ 140.81% |
$349M - $353M
|
7.32M
$599M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.65M+ 5.69% |
$135M - $136M
|
30.7M
$2.51B
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.04M+ 9.01% |
$85.2M - $86M
|
12.6M
$1.03B
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
978K+ 92.38% |
$79.7M - $80.5M
|
2.04M
$166M
|
|
|
Apr 25, 2024
Q1 2024
|
Members Trust CO
|
BUY
|
- |
732K+ 96.23% |
$59.7M - $60.3M
|
1.49M
$122M
|
|
|
May 14, 2024
Q1 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
725KNew |
$59.1M - $59.7M
|
725K
$59.3M
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
713KNew |
$58.1M - $58.7M
|
713K
$58.3M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
659K+ 7345.98% |
$53.7M - $54.3M
|
668K
$54.7M
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
483KNew |
$39.4M - $39.8M
|
483K
$39.5M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
448K+ 482.4% |
$36.5M - $36.9M
|
540K
$44.2M
|
|
|
Apr 26, 2024
Q1 2024
|
Vigilare Wealth Management
|
BUY
|
- |
398K+ 2095.06% |
$32.4M - $32.7M
|
416K
$34.1M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
380K+ 8.72% |
$30.9M - $31.3M
|
4.73M
$387M
|
|
|
May 15, 2024
Q1 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
361KNew |
$29.4M - $29.7M
|
361K
$29.5M
|
|
|
May 15, 2024
Q1 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
361K+ 98.56% |
$29.4M - $29.7M
|
726K
$59.4M
|
|
|
May 14, 2024
Q1 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
324K+ 87.76% |
$26.4M - $26.6M
|
692K
$56.6M
|
|
|
Apr 01, 2024
Q1 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
313KNew |
$25.5M - $25.8M
|
313K
$25.6M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
300K+ 0.99% |
$24.4M - $24.7M
|
30.7M
$2.51B
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
300K+ 0.99% |
$24.4M - $24.7M
|
30.7M
$2.51B
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
299K+ 148.1% |
$24.4M - $24.6M
|
501K
$40.9M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
290K+ 255.01% |
$23.6M - $23.9M
|
404K
$33M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
290K+ 5.98% |
$23.6M - $23.8M
|
5.13M
$420M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
288K+ 75.87% |
$23.5M - $23.7M
|
668K
$54.6M
|
|
|
Apr 25, 2024
Q1 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
275KNew |
$22.4M - $22.6M
|
275K
$22.5M
|
|
|
May 14, 2024
Q1 2024
|
Antara Capital LP
New York, NY |
BUY
|
- |
274KNew |
$22.3M - $22.5M
|
274K
$22.4M
|
|
|
May 15, 2024
Q1 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
257K+ 14.89% |
$20.9M - $21.1M
|
1.98M
$162M
|
|
|
Oct 29, 2024
Q1 2024
|
Cypress Capital, LLC
|
BUY
|
- |
239KNew |
$19.5M - $19.7M
|
239K
$19.5M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
221K+ 3.97% |
$18M - $18.2M
|
5.8M
$474M
|
|
|
May 09, 2024
Q1 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
208KNew |
$16.9M - $17.1M
|
208K
$17M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
193K+ 110.57% |
$15.8M - $15.9M
|
368K
$30.1M
|
|
|
May 14, 2024
Q1 2024
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
190K+ 4.64% |
$15.5M - $15.6M
|
4.28M
$350M
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
173K+ 454.41% |
$14.1M - $14.3M
|
212K
$17.3M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
158K+ 21.89% |
$12.9M - $13M
|
881K
$72.1M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
147K+ 11.37% |
$12M - $12.1M
|
1.44M
$118M
|
|
|
Apr 18, 2024
Q1 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
140K+ 55.73% |
$11.4M - $11.6M
|
392K
$32.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
140K+ 323.6% |
$11.4M - $11.5M
|
183K
$15M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
131K+ 206.53% |
$10.7M - $10.8M
|
194K
$15.9M
|
|
|
May 14, 2024
Q1 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
117KNew |
$9.55M - $9.64M
|
117K
$9.58M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
113K+ 131.59% |
$9.23M - $9.33M
|
199K
$16.3M
|
|
|
May 13, 2024
Q1 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
110K+ 220.53% |
$8.96M - $9.05M
|
160K
$13.1M
|
|
|
May 15, 2024
Q1 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
102K+ 208.37% |
$8.31M - $8.39M
|
151K
$12.3M
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
100KNew |
$8.17M - $8.25M
|
100K
$8.2M
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
93.6K+ 540.4% |
$7.62M - $7.7M
|
111K
$9.07M
|
|
|
May 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
90.4K+ 19.51% |
$7.37M - $7.44M
|
554K
$45.3M
|
|
|
Apr 24, 2024
Q1 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
84.3K+ 4077.76% |
$6.87M - $6.94M
|
86.4K
$7.06M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
81K+ 84.67% |
$6.6M - $6.67M
|
177K
$14.5M
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
80.8K+ 373.59% |
$6.58M - $6.65M
|
102K
$8.38M
|
|
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
77KNew |
$6.27M - $6.34M
|
77K
$6.29M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
75.3K+ 42.66% |
$6.14M - $6.2M
|
252K
$20.6M
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
BUY
|
- |
74.9K+ 57.72% |
$6.11M - $6.17M
|
205K
$16.7M
|