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 07, 2025
Q4 2024
|
Innova Wealth Partners
|
BUY
|
- |
258KNew |
$21.1M - $21.4M
|
258K
$21.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
222K+ 182.92% |
$18.1M - $18.4M
|
343K
$28.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
95.8K+ 281.14% |
$7.83M - $7.95M
|
130K
$10.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
85.9K+ 44.58% |
$7.01M - $7.12M
|
278K
$22.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
81K+ 90.71% |
$6.61M - $6.72M
|
170K
$14M
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
BUY
|
- |
78.6K+ 331.84% |
$6.42M - $6.52M
|
102K
$8.4M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
76.9K+ 51.79% |
$6.28M - $6.38M
|
225K
$18.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
74.1K+ 99.71% |
$6.05M - $6.14M
|
148K
$12.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
70.1K+ 1462.0% |
$5.73M - $5.82M
|
74.9K
$6.15M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
68.6K+ 25.91% |
$5.61M - $5.69M
|
333K
$27.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
60.7KNew |
$4.95M - $5.03M
|
60.7K
$4.98M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
44.1KNew |
$3.6M - $3.66M
|
44.1K
$3.62M
|
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
43.3KNew |
$3.54M - $3.59M
|
43.3K
$3.56M
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
43.3KNew |
$3.54M - $3.59M
|
43.3K
$3.56M
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
37.5K+ 76.74% |
$3.06M - $3.11M
|
86.3K
$7.08M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
36.8K+ 12.15% |
$3.01M - $3.05M
|
340K
$27.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
35.3K+ 6.97% |
$2.88M - $2.93M
|
542K
$44.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
34.4K+ 62.3% |
$2.81M - $2.85M
|
89.5K
$7.35M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
31.5K+ 613.46% |
$2.58M - $2.62M
|
36.7K
$3.01M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
31.3K+ 31.25% |
$2.56M - $2.59M
|
131K
$10.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
26.5K+ 1074.49% |
$2.16M - $2.19M
|
28.9K
$2.38M
|
|
|
Jan 13, 2025
Q4 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
26.2K+ 126.26% |
$2.14M - $2.17M
|
46.9K
$3.85M
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
22.6KNew |
$1.84M - $1.87M
|
22.6K
$1.85M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
20.8K+ 23.43% |
$1.7M - $1.73M
|
110K
$9.01M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
20.2K+ 13.97% |
$1.65M - $1.67M
|
165K
$13.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
19.6K+ 777.05% |
$1.6M - $1.62M
|
22.1K
$1.81M
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
18.4K+ 22.38% |
$1.5M - $1.52M
|
101K
$8.26M
|
|
|
Jan 22, 2025
Q4 2024
|
Money Design Co.,Ltd.
|
BUY
|
- |
17.8K+ 14.97% |
$1.45M - $1.48M
|
137K
$11.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
16.5KNew |
$1.35M - $1.37M
|
16.5K
$1.36M
|
|
|
Jan 24, 2025
Q4 2024
|
Gen Financial Management, Inc.
Plymouth, MN |
BUY
|
- |
14.6KNew |
$1.19M - $1.21M
|
14.6K
$1.2M
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
13.3K+ 316.95% |
$1.08M - $1.1M
|
17.5K
$1.43M
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
13K+ 39.05% |
$1.07M - $1.08M
|
46.5K
$3.82M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
12.4KNew |
$1.01M - $1.03M
|
12.4K
$1.02M
|
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
12.1KNew |
$988K - $1M
|
12.1K
$993K
|
|
|
Jan 17, 2025
Q4 2024
|
White Pine Investment CO
|
BUY
|
- |
11.4K+ 10.5% |
$931K - $945K
|
120K
$9.85M
|
|
|
Jan 14, 2025
Q4 2024
|
Strong Box Wealth, LLC
|
BUY
|
- |
11.2K+ 9.38% |
$911K - $925K
|
130K
$10.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
10.7K+ 9.07% |
$877K - $891K
|
129K
$10.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
10KNew |
$817K - $829K
|
10K
$821K
|
|
|
Jan 08, 2025
Q4 2024
|
Farmers Trust CO
|
BUY
|
- |
9.6K+ 133.39% |
$784K - $796K
|
16.8K
$1.38M
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
9.4KNew |
$768K - $779K
|
9.4K
$772K
|
|
|
Jan 22, 2025
Q4 2024
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
8.75K+ 14.27% |
$715K - $726K
|
70.1K
$5.76M
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
8.57KNew |
$700K - $711K
|
8.57K
$704K
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
8.43K+ 35.12% |
$688K - $699K
|
32.4K
$2.66M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
8.11K+ 10.76% |
$663K - $673K
|
83.5K
$6.86M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
7.45K+ 17.99% |
$608K - $617K
|
48.8K
$4.01M
|
|
|
Jan 24, 2025
Q4 2024
|
Sterling Manor Financial, LLC
|
BUY
|
- |
7.38K+ 11.94% |
$603K - $612K
|
69.2K
$5.69M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
6.93K+ 17.15% |
$566K - $575K
|
47.3K
$3.89M
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
6.88KNew |
$562K - $570K
|
6.88K
$565K
|
|
|
Jan 17, 2025
Q4 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
6.84K+ 10.25% |
$559K - $567K
|
73.6K
$6.05M
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
6.75K+ 194.64% |
$551K - $560K
|
10.2K
$839K
|