Purchases and Sales Made in Q1 2025 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 Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2025
Q1 2025
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
187K+ 427.38% |
$15.3M - $15.5M
|
231K
$19.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
133K+ 121.1% |
$10.9M - $11M
|
243K
$20.1M
|
|
|
Apr 08, 2025
Q1 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
109KNew |
$8.92M - $9.01M
|
109K
$9.02M
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
BUY
|
- |
99.8K+ 843.36% |
$8.17M - $8.26M
|
112K
$9.24M
|
|
|
Apr 09, 2025
Q1 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
71.1KNew |
$5.82M - $5.88M
|
71.1K
$5.89M
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
58.3KNew |
$4.77M - $4.82M
|
58.3K
$4.82M
|
|
|
Apr 11, 2025
Q1 2025
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
56.6K+ 35.3% |
$4.63M - $4.68M
|
217K
$17.9M
|
|
|
Apr 11, 2025
Q1 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
50.5KNew |
$4.13M - $4.18M
|
50.5K
$4.18M
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
43.3KNew |
$3.55M - $3.59M
|
43.3K
$3.59M
|
|
|
Apr 14, 2025
Q1 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
38.4K+ 110.09% |
$3.14M - $3.18M
|
73.3K
$6.06M
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
26.3K+ 17.7% |
$2.15M - $2.17M
|
175K
$14.5M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
24.5K+ 14.89% |
$2.01M - $2.03M
|
189K
$15.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
23.4K+ 27.09% |
$1.91M - $1.93M
|
110K
$9.07M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
21.2K+ 22.5% |
$1.73M - $1.75M
|
115K
$9.54M
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
20.3K+ 481.82% |
$1.66M - $1.68M
|
24.5K
$2.03M
|
|
|
Apr 15, 2025
Q1 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
19.3K+ 3.56% |
$1.58M - $1.6M
|
561K
$46.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
18.1K+ 13.75% |
$1.48M - $1.49M
|
149K
$12.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
15.7K+ 58.47% |
$1.29M - $1.3M
|
42.6K
$3.52M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
13.2K+ 150.99% |
$1.08M - $1.09M
|
22K
$1.82M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
11.8K+ 232.16% |
$962K - $972K
|
16.8K
$1.39M
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
11.5K+ 32.27% |
$943K - $953K
|
47.2K
$3.91M
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
11.2K+ 23.76% |
$921K - $931K
|
58.6K
$4.85M
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
BUY
|
- |
10.5K+ 10.47% |
$861K - $871K
|
111K
$9.19M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
10.1KNew |
$829K - $838K
|
10.1K
$838K
|
|
|
Apr 10, 2025
Q1 2025
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
9.83K+ 27.52% |
$804K - $813K
|
45.5K
$3.77M
|
|
|
Apr 14, 2025
Q1 2025
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
9.22K+ 39.72% |
$754K - $762K
|
32.4K
$2.68M
|
|
|
Apr 08, 2025
Q1 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
8.85KNew |
$724K - $732K
|
8.85K
$733K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
8.26K+ 1.58% |
$676K - $683K
|
531K
$43.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
8.15K+ 101912.5% |
$667K - $674K
|
8.16K
$675K
|
|
|
Apr 16, 2025
Q1 2025
|
Aries Wealth Management
|
BUY
|
- |
7.6K+ 29.11% |
$621K - $628K
|
33.7K
$2.79M
|
|
|
Apr 18, 2025
Q1 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
7.38KNew |
$604K - $611K
|
7.38K
$611K
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
7.15KNew |
$585K - $591K
|
7.15K
$591K
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
6.16K+ 181.09% |
$504K - $509K
|
9.56K
$791K
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
6.07KNew |
$497K - $502K
|
6.07K
$502K
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
BUY
|
- |
6.04KNew |
$494K - $499K
|
6.04K
$499K
|
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
5.63KNew |
$460K - $466K
|
5.63K
$466K
|
|
|
Apr 07, 2025
Q1 2025
|
Welch Group, LLC
|
BUY
|
- |
5.27K+ 26.42% |
$431K - $436K
|
25.2K
$2.08M
|
|
|
Apr 15, 2025
Q1 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
4.98K+ 69.33% |
$407K - $412K
|
12.2K
$1.01M
|
|
|
Apr 14, 2025
Q1 2025
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
4.86KNew |
$397K - $402K
|
4.86K
$402K
|
|
|
Apr 16, 2025
Q1 2025
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
4.64K+ 13.78% |
$379K - $384K
|
38.3K
$3.17M
|
|
|
Apr 10, 2025
Q1 2025
|
Edge Wealth Management LLC
|
BUY
|
- |
4.51K+ 1.3% |
$369K - $373K
|
351K
$29.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Latko Wealth Management, Ltd.
Frankfort, IL |
BUY
|
- |
4.46K+ 52.61% |
$365K - $369K
|
12.9K
$1.07M
|
|
|
Apr 17, 2025
Q1 2025
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
4.42K+ 5.52% |
$362K - $366K
|
84.5K
$6.99M
|
|
|
Apr 10, 2025
Q1 2025
|
Boltwood Capital Management
|
BUY
|
- |
3.21K+ 4.43% |
$263K - $265K
|
75.7K
$6.26M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
3.18K+ 14.22% |
$261K - $263K
|
25.6K
$2.12M
|
|
|
Apr 16, 2025
Q1 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
3.14K+ 5.18% |
$257K - $260K
|
63.8K
$5.28M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
3K+ 0.98% |
$246K - $248K
|
308K
$25.5M
|
|
|
Apr 16, 2025
Q1 2025
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
2.7KNew |
$221K - $223K
|
2.7K
$223K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.59K+ 2.26% |
$212K - $214K
|
117K
$9.69M
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
2.58K+ 16.78% |
$211K - $213K
|
17.9K
$1.48M
|