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
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.74K+ 0.97% |
$142K - $145K
|
182K
$14.9M
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1.74KNew |
$141K - $145K
|
1.74K
$142K
|
|
|
Oct 21, 2024
Q3 2024
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
1.72K+ 1.72% |
$140K - $143K
|
102K
$8.32M
|
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.69K+ 8.53% |
$137K - $141K
|
21.5K
$1.76M
|
|
|
Nov 04, 2024
Q3 2024
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
1.65K+ 44.19% |
$134K - $137K
|
5.37K
$440K
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
1.64KNew |
$133K - $137K
|
1.64K
$134K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.63K+ 36.22% |
$133K - $136K
|
6.14K
$503K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
1.61KNew |
$131K - $134K
|
1.61K
$131K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.59K+ 7.09% |
$130K - $133K
|
24.1K
$1.97M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.58K+ 96.76% |
$129K - $132K
|
3.22K
$264K
|
|
|
Nov 05, 2024
Q3 2024
|
One Day In July LLC
|
BUY
|
- |
1.57K+ 3.3% |
$127K - $131K
|
49.1K
$4.02M
|
|
|
Oct 23, 2024
Q3 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
1.56K+ 50.7% |
$127K - $130K
|
4.65K
$380K
|
|
|
Oct 15, 2024
Q3 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
1.55K+ 3.21% |
$126K - $129K
|
49.8K
$4.08M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
1.54K+ 15.74% |
$125K - $128K
|
11.3K
$927K
|
|
|
Oct 08, 2024
Q3 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
1.5K+ 13.06% |
$122K - $125K
|
13K
$1.06M
|
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
BUY
|
- |
1.47K+ 31.37% |
$119K - $122K
|
6.14K
$502K
|
|
|
Nov 07, 2024
Q3 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
1.42K+ 9.22% |
$116K - $118K
|
16.9K
$1.38M
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
BUY
|
- |
1.39K+ 29.29% |
$113K - $116K
|
6.14K
$502K
|
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.35K+ 4.39% |
$110K - $113K
|
32.1K
$2.63M
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
1.35KNew |
$110K - $112K
|
1.35K
$110K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.32K+ 20.7% |
$108K - $110K
|
7.71K
$631K
|
|
|
Oct 18, 2024
Q3 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
1.26K+ 1.85% |
$103K - $105K
|
69.3K
$5.67M
|
|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
1.25K+ 5.65% |
$102K - $104K
|
23.4K
$1.91M
|
|
|
Nov 13, 2024
Q3 2024
|
Wms Partners, LLC
|
BUY
|
- |
1.25K+ 37.59% |
$102K - $104K
|
4.58K
$374K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.25K+ 106.58% |
$101K - $104K
|
2.42K
$198K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
1.2KNew |
$97.2K - $99.6K
|
1.2K
$97.9K
|
|
|
Oct 09, 2024
Q3 2024
|
Modus Advisors, LLC
|
BUY
|
- |
1.18K+ 1.74% |
$96K - $98.4K
|
69K
$5.65M
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
1.16K+ 1.76% |
$94.3K - $96.6K
|
66.9K
$5.48M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.13K+ 13.18% |
$91.6K - $93.8K
|
9.67K
$791K
|
|
|
Nov 04, 2024
Q3 2024
|
Brickley Wealth Management
|
BUY
|
- |
1.13K+ 28.2% |
$91.5K - $93.7K
|
5.12K
$419K
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
1.12K+ 1.77% |
$91K - $93.2K
|
64.3K
$5.26M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.11K+ 0.3% |
$90.6K - $92.8K
|
367K
$30M
|
|
|
Nov 08, 2024
Q3 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
1.11KNew |
$90.4K - $92.6K
|
1.11K
$91K
|
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
1.11K+ 9.73% |
$90.1K - $92.3K
|
12.5K
$1.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Independent Family Office, LLC
|
BUY
|
- |
1.1K+ 3.02% |
$89.4K - $91.6K
|
37.5K
$3.07M
|
|
|
Nov 06, 2024
Q3 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
1.1K+ 26.91% |
$89.3K - $91.5K
|
5.18K
$424K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
1.09KNew |
$88.5K - $90.6K
|
1.09K
$89K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
996New |
$81K - $83K
|
996
$81.5K
|
|
|
Oct 18, 2024
Q3 2024
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
977+ 15.46% |
$79.4K - $81.4K
|
7.3K
$597K
|
|
|
Oct 07, 2024
Q3 2024
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
976+ 4.09% |
$79.4K - $81.3K
|
24.8K
$2.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
968+ 2.24% |
$78.7K - $80.6K
|
44.1K
$3.61M
|
|
|
Oct 09, 2024
Q3 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
964+ 1.47% |
$78.4K - $80.3K
|
66.8K
$5.46M
|
|
|
Nov 13, 2024
Q3 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
953+ 2.37% |
$77.5K - $79.4K
|
41.1K
$3.36M
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
944New |
$76.8K - $78.6K
|
944
$77.2K
|
|
|
Nov 15, 2024
Q3 2024
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
930+ 0.65% |
$75.6K - $77.5K
|
145K
$11.8M
|
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
919New |
$74.7K - $76.5K
|
919
$75.2K
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
916+ 359.22% |
$74.5K - $76.3K
|
1.17K
$95.8K
|
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
BUY
|
- |
896+ 5.23% |
$72.9K - $74.6K
|
18K
$1.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
890+ 3.27% |
$72.4K - $74.1K
|
28.1K
$2.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
884+ 1.14% |
$71.9K - $73.6K
|
78.3K
$6.41M
|