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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2024
Q1 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
34New |
$2.77K - $2.8K
|
34
$2.81K
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
31+ 0.66% |
$2.53K - $2.55K
|
4.74K
$392K
|
|
|
Apr 24, 2024
Q1 2024
|
Zhang Financial LLC
|
BUY
|
- |
31+ 0.29% |
$2.53K - $2.55K
|
10.8K
$894K
|
|
|
May 15, 2024
Q1 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
29+ 0.58% |
$2.36K - $2.39K
|
5K
$413K
|
|
|
Apr 11, 2024
Q1 2024
|
Rockland Trust CO
|
BUY
|
- |
29+ 0.26% |
$2.36K - $2.39K
|
11.3K
$933K
|
|
|
May 08, 2024
Q1 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
24+ 24.49% |
$1.96K - $1.98K
|
122
$10.1K
|
|
|
Nov 01, 2024
Q1 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
23+ 0.5% |
$1.87K - $1.89K
|
4.62K
$382K
|
|
|
May 01, 2024
Q1 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
22New |
$1.79K - $1.81K
|
22
$1.82K
|
|
|
Apr 30, 2024
Q1 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
22+ 0.28% |
$1.79K - $1.81K
|
7.82K
$646K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
21New |
$1.71K - $1.73K
|
21
$1.74K
|
|
|
May 10, 2024
Q1 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
19+ 0.61% |
$1.55K - $1.56K
|
3.12K
$258K
|
|
|
Apr 15, 2024
Q1 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
18+ 0.34% |
$1.47K - $1.48K
|
5.26K
$435K
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
17+ 6.88% |
$1.39K - $1.4K
|
264
$21.8K
|
|
|
May 15, 2024
Q1 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
17+ 0.3% |
$1.39K - $1.4K
|
5.73K
$473K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
16+ 0.06% |
$1.3K - $1.32K
|
28.2K
$2.34M
|
|
|
Apr 17, 2024
Q1 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
15+ 0.61% |
$1.22K - $1.24K
|
2.46K
$203K
|
|
|
Apr 22, 2024
Q1 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
15+ 0.51% |
$1.22K - $1.24K
|
2.94K
$243K
|
|
|
May 14, 2024
Q1 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
12+ 0.11% |
$978 - $988
|
11.2K
$924K
|
|
|
May 06, 2024
Q1 2024
|
Matrix Trust CO
|
BUY
|
- |
12+ 6.82% |
$978 - $988
|
188
$15.5K
|
|
|
May 06, 2024
Q1 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
12+ 0.56% |
$978 - $988
|
2.14K
$177K
|
|
|
Apr 17, 2024
Q1 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
11+ 0.36% |
$896 - $906
|
3.04K
$251K
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
11+ 0.57% |
$896 - $906
|
1.93K
$159K
|
|
|
Apr 11, 2024
Q1 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
10+ 0.63% |
$815 - $823
|
1.6K
$132K
|
|
|
May 13, 2024
Q1 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
10+ 0.08% |
$815 - $823
|
12.1K
$1M
|
|
|
Jul 17, 2024
Q1 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
8+ 0.08% |
$652 - $659
|
9.57K
$791K
|
|
|
May 16, 2024
Q1 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
5+ 0.89% |
$407 - $412
|
569
$47K
|
|
|
Apr 19, 2024
Q1 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
5+ 0.06% |
$407 - $412
|
7.75K
$641K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
4+ 11.11% |
$326 - $329
|
40
$3.31K
|
|
|
Feb 27, 2025
Q1 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
4+ 0.18% |
$326 - $329
|
2.27K
$188K
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
4+ 0.14% |
$326 - $329
|
2.9K
$239K
|
|
|
Apr 29, 2024
Q1 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
3+ 0.08% |
$244 - $247
|
3.75K
$310K
|
|
|
Apr 18, 2024
Q1 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
3+ 0.64% |
$244 - $247
|
470
$38.9K
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
3+ 0.02% |
$244 - $247
|
16.2K
$1.34M
|
|
|
May 08, 2024
Q1 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
3+ 0.02% |
$244 - $247
|
13.9K
$1.15M
|
|
|
Apr 23, 2024
Q1 2024
|
West Branch Capital LLC
|
BUY
|
- |
2+ 0.65% |
$163 - $165
|
312
$25.8K
|
|
|
May 09, 2024
Q1 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
2+ 0.53% |
$163 - $165
|
376
$31.1K
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 0.37% |
$81.5 - $82.3
|
271
$22.4K
|
|
|
Apr 15, 2024
Q1 2024
|
Rmr Wealth Builders
|
BUY
|
- |
1+ 0.0% |
$81.5 - $82.3
|
30.1K
$2.49M
|
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
1+ 0.89% |
$81.5 - $82.3
|
113
$9.34K
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1+ 100.0% |
$81.5 - $82.3
|
2
$165
|
|
|
Apr 23, 2024
Q1 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jun 28, 2024
Q1 2024
|
Quent Capital, LLC
|
SELL
|
- |
-1- -0.0% |
$81.5 - $82.3
|
354K
$29.3M
|
|
|
May 14, 2024
Q1 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-1- 0.01% |
$81.5 - $82.3
|
7.32K
$605K
|
|
|
May 03, 2024
Q1 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-2- 0.03% |
$163 - $165
|
6.45K
$533K
|
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-2- 0.02% |
$163 - $165
|
8.5K
$702K
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-3- 0.11% |
$244 - $247
|
2.63K
$217K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-4- 30.77% |
$326 - $329
|
9
$744
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-5- 5.38% |
$407 - $412
|
88
$7.27K
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-6- 0.32% |
$489 - $494
|
1.84K
$152K
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-8- 0.52% |
$652 - $659
|
1.53K
$126K
|