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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-4.58K- 13.27% |
$372K - $381K
|
29.9K
$2.45M
|
|
|
Nov 04, 2024
Q3 2024
|
Platform Technology Partners
|
SELL
|
- |
-4.65K- 13.01% |
$378K - $387K
|
31.1K
$2.54M
|
|
|
Nov 07, 2024
Q3 2024
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-4.66K- 31.53% |
$378K - $388K
|
10.1K
$827K
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-4.87K- 25.1% |
$396K - $406K
|
14.5K
$1.19M
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-4.9K- 56.17% |
$398K - $408K
|
3.82K
$313K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-5.02K- 94.8% |
$408K - $418K
|
275
$22.5K
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-5.03K- 69.11% |
$409K - $419K
|
2.25K
$184K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-5.14K- 6.6% |
$418K - $428K
|
72.8K
$5.96M
|
|
|
Oct 21, 2024
Q3 2024
|
Bellecapital International Ltd.
|
SELL
|
- |
-5.42K- 50.79% |
$441K - $451K
|
5.25K
$430K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Management Group Inc
|
SELL
|
- |
-5.58K- 7.44% |
$454K - $465K
|
69.5K
$5.68M
|
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-5.72K- 26.58% |
$465K - $476K
|
15.8K
$1.29M
|
|
|
Oct 15, 2024
Q3 2024
|
Martin Capital Partners, LLC
|
SELL
|
- |
-5.73K- 11.27% |
$466K - $477K
|
45.1K
$3.69M
|
|
|
Oct 07, 2024
Q3 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-5.82K- 20.56% |
$473K - $485K
|
22.5K
$1.84M
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-5.97K- 2.36% |
$486K - $497K
|
247K
$20.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-6.21K- 27.17% |
$505K - $517K
|
16.6K
$1.36M
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-6.22K- 42.28% |
$506K - $518K
|
8.49K
$695K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.42K- 4.57% |
$522K - $535K
|
134K
$11M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-6.45K- 25.95% |
$525K - $537K
|
18.4K
$1.51M
|
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-6.59K- 28.45% |
$536K - $549K
|
16.6K
$1.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-6.66K- 9.2% |
$542K - $555K
|
65.7K
$5.38M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-6.77K- 59.35% |
$550K - $564K
|
4.64K
$379K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-7.07K- 18.15% |
$575K - $589K
|
31.9K
$2.61M
|
|
|
Oct 21, 2024
Q3 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-7.12K- 60.53% |
$579K - $593K
|
4.64K
$380K
|
|
|
Oct 15, 2024
Q3 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-7.17K- 8.31% |
$583K - $597K
|
79K
$6.47M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-7.77K- 16.46% |
$632K - $647K
|
39.4K
$3.23M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-8.09K- 21.16% |
$658K - $674K
|
30.2K
$2.47M
|
|
|
Nov 01, 2024
Q3 2024
|
Rovin Capital
|
SELL
|
- |
-8.22K- 25.77% |
$668K - $685K
|
23.7K
$1.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-8.22K- 70.34% |
$669K - $685K
|
3.47K
$284K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-8.32K- 12.28% |
$677K - $693K
|
59.5K
$4.87M
|
|
|
Oct 24, 2024
Q3 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-8.33K- 24.09% |
$677K - $693K
|
26.2K
$2.15M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-8.4K- 13.28% |
$683K - $700K
|
54.9K
$4.49M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-9.08K- 25.92% |
$739K - $757K
|
26K
$2.12M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-9.39K- 49.87% |
$764K - $782K
|
9.44K
$772K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-9.69K- 7.93% |
$788K - $807K
|
112K
$9.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-9.69K- 64.05% |
$788K - $807K
|
5.44K
$445K
|
|
|
Oct 18, 2024
Q3 2024
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-9.76K- 16.4% |
$793K - $813K
|
49.7K
$4.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-9.8K- 79.71% |
$797K - $816K
|
2.49K
$204K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-9.8K- 0.61% |
$797K - $816K
|
1.59M
$130M
|
|
|
Nov 12, 2024
Q3 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-9.88K- 9.23% |
$803K - $823K
|
97.1K
$7.95M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-10K- 17.37% |
$814K - $834K
|
47.6K
$3.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-10K- 13.43% |
$815K - $835K
|
64.6K
$5.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Hamilton Wealth, LLC
|
SELL
|
- |
-10.2K- 18.09% |
$827K - $847K
|
46K
$3.77M
|
|
|
Nov 08, 2024
Q3 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-10.3K- 46.09% |
$838K - $858K
|
12K
$986K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-10.7K- 3.2% |
$870K - $891K
|
324K
$26.5M
|
|
|
Oct 23, 2024
Q3 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-11.3K- 69.31% |
$915K - $938K
|
4.98K
$408K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-11.8K- 6.68% |
$957K - $980K
|
164K
$13.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
SELL
|
- |
-12K- 72.89% |
$973K - $996K
|
4.45K
$364K
|
|
|
Nov 05, 2024
Q3 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-12.8K- 2.98% |
$1.04M - $1.06M
|
415K
$34M
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-12.9K- 11.05% |
$1.05M - $1.07M
|
103K
$8.47M
|
|
|
Dec 02, 2024
Q3 2024
|
Cornell University
New York, NY |
SELL
|
- |
-15.3K- 36.59% |
$1.24M - $1.27M
|
26.5K
$2.17M
|