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 31, 2024
Q3 2024
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-275- 4.81% |
$22.4K - $22.9K
|
5.45K
$446K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-276- 3.09% |
$22.4K - $23K
|
8.66K
$709K
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-286- 4.78% |
$23.3K - $23.8K
|
5.7K
$466K
|
|
|
Oct 10, 2024
Q3 2024
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-299- 2.1% |
$24.3K - $24.9K
|
13.9K
$1.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-300- 31.91% |
$24.4K - $25K
|
640
$52.4K
|
|
|
Oct 07, 2024
Q3 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-301- 27.07% |
$24.5K - $25.1K
|
811
$66.4K
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-309- 1.35% |
$25.1K - $25.7K
|
22.6K
$1.85M
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-310- 7.95% |
$25.2K - $25.8K
|
3.59K
$294K
|
|
|
Oct 09, 2024
Q3 2024
|
Stephens Group Asset Management, LLC
|
SELL
|
- |
-315- 8.24% |
$25.6K - $26.2K
|
3.51K
$287K
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-322- 3.12% |
$26.2K - $26.8K
|
10K
$818K
|
|
|
Nov 14, 2024
Q3 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-342- 9.96% |
$27.8K - $28.5K
|
3.09K
$253K
|
|
|
Oct 21, 2024
Q3 2024
|
Dock Street Asset Management Inc
|
SELL
|
- |
-343- 0.32% |
$27.9K - $28.6K
|
108K
$8.81M
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-345- 7.46% |
$28.1K - $28.7K
|
4.28K
$350K
|
|
|
Nov 13, 2024
Q3 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-351- 9.64% |
$28.5K - $29.2K
|
3.29K
$269K
|
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-362- 9.22% |
$29.4K - $30.2K
|
3.56K
$292K
|
|
|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-368- 1.14% |
$29.9K - $30.7K
|
31.8K
$2.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-370- 0.07% |
$30.1K - $30.8K
|
518K
$42.4M
|
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-370- 1.18% |
$30.1K - $30.8K
|
31K
$2.54M
|
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-376- 6.12% |
$30.6K - $31.3K
|
5.77K
$472K
|
|
|
Oct 25, 2024
Q3 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-376- 9.17% |
$30.6K - $31.3K
|
3.72K
$305K
|
|
|
Oct 24, 2024
Q3 2024
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-390- 8.85% |
$31.7K - $32.5K
|
4.02K
$329K
|
|
|
Oct 01, 2024
Q3 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-398- 6.17% |
$32.4K - $33.1K
|
6.06K
$496K
|
|
|
Nov 12, 2024
Q3 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-400- 5.73% |
$32.5K - $33.3K
|
6.59K
$539K
|
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-412- 5.67% |
$33.5K - $34.3K
|
6.86K
$561K
|
|
|
Oct 15, 2024
Q3 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-412- 28.47% |
$33.5K - $34.3K
|
1.04K
$84.7K
|
|
|
Oct 07, 2024
Q3 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-420- 2.35% |
$34.2K - $35K
|
17.4K
$1.43M
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-421- 0.66% |
$34.2K - $35.1K
|
63K
$5.15M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-436- 1.45% |
$35.5K - $36.3K
|
29.5K
$2.42M
|
|
|
Nov 07, 2024
Q3 2024
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-445- 0.92% |
$36.2K - $37.1K
|
48.2K
$3.94M
|
|
|
Nov 13, 2024
Q3 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-448- 7.85% |
$36.4K - $37.3K
|
5.26K
$431K
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-460- 9.53% |
$37.4K - $38.3K
|
4.37K
$357K
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-460- 53.49% |
$37.4K - $38.3K
|
400
$32.7K
|
|
|
Oct 30, 2024
Q3 2024
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-462- 1.0% |
$37.6K - $38.5K
|
45.6K
$3.73M
|
|
|
Oct 15, 2024
Q3 2024
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-463- 4.93% |
$37.6K - $38.6K
|
8.92K
$730K
|
|
|
Nov 04, 2024
Q3 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-469- 10.6% |
$38.1K - $39.1K
|
3.95K
$324K
|
|
|
Oct 23, 2024
Q3 2024
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-473- 16.38% |
$38.5K - $39.4K
|
2.42K
$198K
|
|
|
Oct 24, 2024
Q3 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-477- 5.76% |
$38.8K - $39.7K
|
7.8K
$638K
|
|
|
Nov 06, 2024
Q3 2024
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-487- 2.32% |
$39.6K - $40.6K
|
20.5K
$1.68M
|
|
|
Nov 07, 2024
Q3 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-498- 45.36% |
$40.5K - $41.5K
|
600
$49.1K
|
|
|
Oct 29, 2024
Q3 2024
|
Gfs Advisors, LLC
|
SELL
|
- |
-507- 14.46% |
$41.2K - $42.2K
|
3K
$245K
|
|
|
Nov 14, 2024
Q3 2024
|
Kingfisher Capital LLC
|
SELL
|
- |
-509- 7.32% |
$41.4K - $42.4K
|
6.45K
$527K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-523- 0.37% |
$42.5K - $43.6K
|
139K
$11.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-530- 16.8% |
$43.1K - $44.1K
|
2.63K
$215K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-540- 14.04% |
$43.9K - $45K
|
3.31K
$271K
|
|
|
Nov 07, 2024
Q3 2024
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-541- 16.75% |
$44K - $45.1K
|
2.69K
$220K
|
|
|
Oct 25, 2024
Q3 2024
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-563- 11.61% |
$45.8K - $46.9K
|
4.29K
$351K
|
|
|
Oct 17, 2024
Q3 2024
|
Addison Capital CO
|
SELL
|
- |
-574- 4.53% |
$46.7K - $47.8K
|
12.1K
$991K
|
|
|
Oct 11, 2024
Q3 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-580- 6.32% |
$47.2K - $48.3K
|
8.6K
$704K
|
|
|
Oct 10, 2024
Q3 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-586- 0.97% |
$47.6K - $48.8K
|
59.9K
$4.9M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-609- 11.19% |
$49.5K - $50.7K
|
4.83K
$395K
|