Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-74- 1.79% |
$6.02K - $6.16K
|
4.07K
$333K
|
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
SELL
|
- |
-80- 0.41% |
$6.5K - $6.66K
|
19.5K
$1.59M
|
|
|
Oct 24, 2024
Q3 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-83- 2.85% |
$6.75K - $6.91K
|
2.83K
$232K
|
|
|
Nov 13, 2024
Q3 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-84- 1.62% |
$6.83K - $7K
|
5.09K
$417K
|
|
|
Oct 10, 2024
Q3 2024
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-85- 1.19% |
$6.91K - $7.08K
|
7.08K
$579K
|
|
|
Nov 14, 2024
Q3 2024
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-85- 0.22% |
$6.91K - $7.08K
|
38.3K
$3.14M
|
|
|
Nov 04, 2024
Q3 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-85- 1.08% |
$6.91K - $7.08K
|
7.82K
$640K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-90- 28.75% |
$7.32K - $7.5K
|
223
$18.2K
|
|
|
Oct 18, 2024
Q3 2024
|
Rede Wealth, LLC
|
SELL
|
- |
-90- 3.54% |
$7.32K - $7.5K
|
2.45K
$200K
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-96- 1.04% |
$7.81K - $8K
|
9.12K
$747K
|
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-96- 3.19% |
$7.81K - $8K
|
2.91K
$238K
|
|
|
Nov 13, 2024
Q3 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-100- 3.91% |
$8.13K - $8.33K
|
2.46K
$201K
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-100- 82.64% |
$8.13K - $8.33K
|
21
$1.72K
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
SELL
|
- |
-108- 0.66% |
$8.78K - $9K
|
16.2K
$1.33M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambiar Investors LLC
|
SELL
|
- |
-109- 0.15% |
$8.86K - $9.08K
|
73.4K
$6.01M
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-113- 1.72% |
$9.19K - $9.41K
|
6.45K
$528K
|
|
|
Oct 30, 2024
Q3 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-117- 2.41% |
$9.51K - $9.74K
|
4.75K
$388K
|
|
|
Oct 15, 2024
Q3 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-118- 0.64% |
$9.59K - $9.83K
|
18.2K
$1.49M
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-122- 19.03% |
$9.92K - $10.2K
|
519
$42.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-128- 4.01% |
$10.4K - $10.7K
|
3.07K
$251K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-130- 2.54% |
$10.6K - $10.8K
|
4.98K
$408K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-140- 1.06% |
$11.4K - $11.7K
|
13K
$1.07M
|
|
|
Oct 28, 2024
Q3 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-142- 1.56% |
$11.5K - $11.8K
|
8.94K
$731K
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-151- 2.01% |
$12.3K - $12.6K
|
7.38K
$604K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-154- 3.15% |
$12.5K - $12.8K
|
4.73K
$387K
|
|
|
Oct 25, 2024
Q3 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-162- 5.95% |
$13.2K - $13.5K
|
2.56K
$209K
|
|
|
Oct 11, 2024
Q3 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-164- 4.25% |
$13.3K - $13.7K
|
3.69K
$302K
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-165- 0.95% |
$13.4K - $13.7K
|
17.2K
$1.41M
|
|
|
Nov 12, 2024
Q3 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-167- 0.95% |
$13.6K - $13.9K
|
17.5K
$1.43M
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-167- 2.5% |
$13.6K - $13.9K
|
6.51K
$533K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-169- 15.1% |
$13.7K - $14.1K
|
950
$77.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-170- 0.44% |
$13.8K - $14.2K
|
38.1K
$3.11M
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-172- 1.27% |
$14K - $14.3K
|
13.3K
$1.09M
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-175- 3.03% |
$14.2K - $14.6K
|
5.6K
$458K
|
|
|
Nov 12, 2024
Q3 2024
|
Retirement Capital Strategies
|
SELL
|
- |
-189- 4.53% |
$15.4K - $15.7K
|
3.98K
$326K
|
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
SELL
|
- |
-190- 56.72% |
$15.4K - $15.8K
|
145
$11.9K
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-192- 32.82% |
$15.6K - $16K
|
393
$32.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-195- 2.84% |
$15.9K - $16.2K
|
6.66K
$545K
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-200- 3.38% |
$16.3K - $16.7K
|
5.72K
$468K
|
|
|
Oct 25, 2024
Q3 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-200- 7.59% |
$16.3K - $16.7K
|
2.44K
$199K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-204- 1.97% |
$16.6K - $17K
|
10.2K
$831K
|
|
|
Nov 14, 2024
Q3 2024
|
Weaver Consulting Group
|
SELL
|
- |
-206- 1.69% |
$16.7K - $17.2K
|
12K
$979K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-207- 1.08% |
$16.8K - $17.2K
|
19K
$1.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-207- 0.41% |
$16.8K - $17.2K
|
50.3K
$4.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-230- 0.4% |
$18.7K - $19.2K
|
57.9K
$4.74M
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-231- 0.48% |
$18.8K - $19.2K
|
48K
$3.93M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-234- 2.77% |
$19K - $19.5K
|
8.21K
$671K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
SELL
|
- |
-240- 2.69% |
$19.5K - $20K
|
8.69K
$711K
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-259- 1.33% |
$21.1K - $21.6K
|
19.2K
$1.57M
|
|
|
Nov 15, 2024
Q3 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-270- 3.99% |
$22K - $22.5K
|
6.49K
$531K
|