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 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.41K+ 15.35% |
$277K - $284K
|
25.6K
$2.09M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
3.33K+ 37.18% |
$270K - $277K
|
12.3K
$1M
|
|
|
Nov 04, 2024
Q3 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
3.3K+ 3928.57% |
$268K - $275K
|
3.38K
$277K
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
3.23K+ 6.25% |
$262K - $269K
|
54.9K
$4.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
3.21KNew |
$261K - $267K
|
3.21K
$262K
|
|
|
Nov 14, 2024
Q3 2024
|
Vernal Point Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.15K+ 3.98% |
$256K - $262K
|
82.4K
$6.74M
|
|
|
Nov 12, 2024
Q3 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
3.15K+ 4.54% |
$256K - $262K
|
72.5K
$5.93M
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
3.14K+ 4.95% |
$256K - $262K
|
66.7K
$5.46M
|
|
|
Oct 11, 2024
Q3 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
3.14KNew |
$255K - $262K
|
3.14K
$257K
|
|
|
Oct 15, 2024
Q3 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
3.13K+ 3.28% |
$255K - $261K
|
98.6K
$8.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
3.12KNew |
$254K - $260K
|
3.12K
$256K
|
|
|
Nov 04, 2024
Q3 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
3.03KNew |
$246K - $252K
|
3.03K
$248K
|
|
|
Nov 14, 2024
Q3 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
2.92K+ 50.21% |
$237K - $243K
|
8.74K
$715K
|
|
|
Oct 22, 2024
Q3 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
2.89K+ 84.86% |
$235K - $240K
|
6.29K
$514K
|
|
|
Nov 13, 2024
Q3 2024
|
Discovery Capital Management, LLC
South Norwalk, CT |
BUY
|
- |
2.88KNew |
$234K - $240K
|
2.88K
$236K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.86K+ 16.79% |
$233K - $238K
|
19.9K
$1.63M
|
|
|
Nov 06, 2024
Q3 2024
|
Koa Wealth Management, LLC
Encinitas, CA |
BUY
|
- |
2.84K+ 5.12% |
$231K - $237K
|
58.4K
$4.78M
|
|
|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
2.71KNew |
$221K - $226K
|
2.71K
$222K
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
2.7K+ 16.05% |
$220K - $225K
|
19.5K
$1.6M
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
2.7K+ 18.0% |
$219K - $225K
|
17.7K
$1.45M
|
|
|
Oct 31, 2024
Q3 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
2.68K+ 3.76% |
$218K - $223K
|
73.8K
$6.04M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.65K+ 2.78% |
$216K - $221K
|
97.9K
$8.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
2.65KNew |
$215K - $220K
|
2.65K
$217K
|
|
|
Oct 24, 2024
Q3 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
2.65KNew |
$215K - $220K
|
2.65K
$216K
|
|
|
Oct 16, 2024
Q3 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
2.62KNew |
$213K - $218K
|
2.62K
$215K
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
2.59K+ 29.77% |
$211K - $216K
|
11.3K
$924K
|
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
2.53K+ 0.72% |
$206K - $211K
|
354K
$29M
|
|
|
Oct 31, 2024
Q3 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
2.52KNew |
$205K - $210K
|
2.52K
$206K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
2.52KNew |
$204K - $209K
|
2.52K
$206K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
2.49K+ 14.82% |
$202K - $207K
|
19.3K
$1.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
2.49KNew |
$202K - $207K
|
2.49K
$204K
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
BUY
|
- |
2.35K+ 9.87% |
$191K - $195K
|
26.1K
$2.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
2.34K+ 11.11% |
$190K - $195K
|
23.4K
$1.91M
|
|
|
Oct 29, 2024
Q3 2024
|
White Pine Investment CO
|
BUY
|
- |
2.32K+ 2.18% |
$188K - $193K
|
109K
$8.88M
|
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
2.31K+ 44.8% |
$188K - $192K
|
7.45K
$610K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
2.28K+ 0.33% |
$186K - $190K
|
698K
$57.1M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.26K+ 0.94% |
$184K - $188K
|
244K
$19.9M
|
|
|
Nov 13, 2024
Q3 2024
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
2.2K+ 7.16% |
$179K - $183K
|
32.9K
$2.69M
|
|
|
Oct 10, 2024
Q3 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
2.04K+ 26.85% |
$165K - $169K
|
9.62K
$787K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
2.03K+ 4.25% |
$165K - $169K
|
49.8K
$4.08M
|
|
|
Oct 17, 2024
Q3 2024
|
Moulton Wealth Management, Inc
|
BUY
|
- |
2.02K+ 22.65% |
$165K - $169K
|
11K
$897K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.97K+ 1.96% |
$160K - $164K
|
102K
$8.37M
|
|
|
Nov 12, 2024
Q3 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
1.94K+ 16.95% |
$158K - $161K
|
13.4K
$1.09M
|
|
|
Nov 07, 2024
Q3 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
1.88K+ 6.98% |
$153K - $157K
|
28.8K
$2.36M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.85K+ 8.33% |
$151K - $154K
|
24.1K
$1.97M
|
|
|
Nov 12, 2024
Q3 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
1.83K+ 6.66% |
$149K - $153K
|
29.3K
$2.4M
|
|
|
Oct 09, 2024
Q3 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
1.83K+ 22.58% |
$148K - $152K
|
9.91K
$811K
|
|
|
Oct 30, 2024
Q3 2024
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
1.83K+ 221.21% |
$148K - $152K
|
2.65K
$217K
|
|
|
Oct 22, 2024
Q3 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
1.8K+ 23.26% |
$147K - $150K
|
9.56K
$782K
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
BUY
|
- |
1.77K+ 19.23% |
$144K - $148K
|
11K
$900K
|