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 28, 2024
Q3 2024
|
Durante & Waters, LLC
Brewster, NY |
BUY
|
- |
343+ 0.42% |
$27.9K - $28.6K
|
81.3K
$6.65M
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
322New |
$26.2K - $26.8K
|
322
$26.3K
|
|
Oct 07, 2024
Q3 2024
|
New Capital Management LP
|
BUY
|
- |
319+ 0.89% |
$25.9K - $26.6K
|
36.1K
$2.96M
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
295+ 1.61% |
$24K - $24.6K
|
18.6K
$1.52M
|
|
Oct 09, 2024
Q3 2024
|
A. D. Beadell Investment Counsel, Inc.
|
BUY
|
- |
292+ 4.78% |
$23.7K - $24.3K
|
6.41K
$524K
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
292New |
$23.7K - $24.3K
|
292
$23.9K
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
BUY
|
- |
275+ 2.55% |
$22.4K - $22.9K
|
11K
$903K
|
|
Nov 12, 2024
Q3 2024
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
270+ 1.0% |
$22K - $22.5K
|
27.2K
$2.23M
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
258+ 8.78% |
$21K - $21.5K
|
3.2K
$262K
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
250+ 0.67% |
$20.3K - $20.8K
|
37.6K
$3.08M
|
|
Oct 24, 2024
Q3 2024
|
Sterling Manor Financial, LLC
|
BUY
|
- |
247+ 0.4% |
$20.1K - $20.6K
|
61.8K
$5.06M
|
|
Oct 21, 2024
Q3 2024
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
245+ 0.87% |
$19.9K - $20.4K
|
28.5K
$2.33M
|
|
Oct 08, 2024
Q3 2024
|
Cadinha & CO LLC
|
BUY
|
- |
240+ 4.71% |
$19.5K - $20K
|
5.34K
$437K
|
|
Nov 08, 2024
Q3 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
234+ 5.89% |
$19K - $19.5K
|
4.21K
$344K
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
228New |
$18.5K - $19K
|
228
$18.7K
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
217+ 1.13% |
$17.6K - $18.1K
|
19.4K
$1.59M
|
|
Oct 18, 2024
Q3 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
216+ 1.29% |
$17.6K - $18K
|
16.9K
$1.38M
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
211+ 3.86% |
$17.2K - $17.6K
|
5.67K
$464K
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
203+ 4.83% |
$16.5K - $16.9K
|
4.4K
$360K
|
|
Oct 29, 2024
Q3 2024
|
Van Eck Associates Corp
|
BUY
|
- |
203New |
$16.5K - $16.9K
|
203
$16.6K
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
BUY
|
- |
203+ 4.14% |
$16.5K - $16.9K
|
5.1K
$417K
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
200New |
$16.3K - $16.7K
|
200
$16.4K
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
200+ 1.59% |
$16.3K - $16.7K
|
12.8K
$1.05M
|
|
Oct 29, 2024
Q3 2024
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
192+ 0.36% |
$15.6K - $16K
|
53.9K
$4.41M
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
181New |
$14.7K - $15.1K
|
181
$14.8K
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
178+ 4.44% |
$14.5K - $14.8K
|
4.19K
$343K
|
|
Oct 29, 2024
Q3 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
178New |
$14.5K - $14.8K
|
178
$14.6K
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
169+ 1.75% |
$13.7K - $14.1K
|
9.84K
$805K
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
168+ 8.43% |
$13.7K - $14K
|
2.16K
$177K
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
167+ 23.32% |
$13.6K - $13.9K
|
883
$72.3K
|
|
Nov 14, 2024
Q3 2024
|
Jordan Park Group LLC
|
BUY
|
- |
161+ 1.01% |
$13.1K - $13.4K
|
16.1K
$1.31M
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
155+ 387.5% |
$12.6K - $12.9K
|
195
$16K
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
153+ 1.58% |
$12.4K - $12.7K
|
9.84K
$805K
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
153+ 2.56% |
$12.4K - $12.7K
|
6.13K
$501K
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
152+ 0.74% |
$12.4K - $12.7K
|
20.8K
$1.7M
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
BUY
|
- |
140+ 2.28% |
$11.4K - $11.7K
|
6.28K
$513K
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
127+ 0.23% |
$10.3K - $10.6K
|
55.1K
$4.51M
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
120+ 0.47% |
$9.76K - $9.99K
|
25.8K
$2.11M
|
|
Oct 16, 2024
Q3 2024
|
Patton Fund Management, Inc.
|
BUY
|
- |
108+ 1.39% |
$8.78K - $9K
|
7.88K
$644K
|
|
Oct 30, 2024
Q3 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
107+ 1.56% |
$8.7K - $8.91K
|
6.97K
$570K
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
107+ 1.32% |
$8.7K - $8.91K
|
8.21K
$671K
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
100New |
$8.13K - $8.33K
|
100
$8.18K
|
|
Oct 09, 2024
Q3 2024
|
Stolper CO
|
BUY
|
- |
92+ 1.15% |
$7.48K - $7.66K
|
8.1K
$663K
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
87+ 0.91% |
$7.07K - $7.25K
|
9.6K
$785K
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
78+ 0.8% |
$6.34K - $6.5K
|
9.84K
$805K
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
BUY
|
- |
76+ 0.54% |
$6.18K - $6.33K
|
14.2K
$1.16M
|
|
Oct 18, 2024
Q3 2024
|
Columbus Macro, LLC
|
BUY
|
- |
75+ 2.3% |
$6.1K - $6.25K
|
3.34K
$273K
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
65New |
$5.29K - $5.41K
|
65
$5.32K
|
|
Nov 07, 2024
Q3 2024
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
62+ 1.66% |
$5.04K - $5.16K
|
3.8K
$311K
|
|
Oct 11, 2024
Q3 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
62+ 0.65% |
$5.04K - $5.16K
|
9.64K
$789K
|