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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
177+ 2.06% |
$14.5K - $14.6K
|
8.75K
$720K
|
|
|
Apr 22, 2025
Q1 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
175+ 1.82% |
$14.3K - $14.5K
|
9.77K
$804K
|
|
|
May 02, 2025
Q1 2025
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
168+ 5.01% |
$13.7K - $13.9K
|
3.52K
$290K
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
164+ 0.76% |
$13.4K - $13.6K
|
21.7K
$1.78M
|
|
|
May 08, 2025
Q1 2025
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
163+ 3.04% |
$13.3K - $13.5K
|
5.53K
$455K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
155+ 28.18% |
$12.7K - $12.8K
|
705
$58K
|
|
|
May 01, 2025
Q1 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
149+ 0.63% |
$12.2K - $12.3K
|
23.9K
$1.96M
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
146+ 5.74% |
$11.9K - $12.1K
|
2.69K
$221K
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
133+ 1.94% |
$10.9K - $11K
|
7K
$576K
|
|
|
May 07, 2025
Q1 2025
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
128+ 0.71% |
$10.5K - $10.6K
|
18.2K
$1.5M
|
|
|
Apr 11, 2025
Q1 2025
|
A. D. Beadell Investment Counsel, Inc.
|
BUY
|
- |
127+ 2.35% |
$10.4K - $10.5K
|
5.53K
$455K
|
|
|
Apr 24, 2025
Q1 2025
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
125+ 6.6% |
$10.2K - $10.3K
|
2.02K
$166K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
125+ 0.59% |
$10.2K - $10.3K
|
21.5K
$1.77M
|
|
|
Apr 30, 2025
Q1 2025
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
122+ 1.67% |
$9.98K - $10.1K
|
7.42K
$610K
|
|
|
Apr 29, 2025
Q1 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
120New |
$9.82K - $9.93K
|
120
$9.87K
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
BUY
|
- |
117+ 0.38% |
$9.57K - $9.68K
|
30.9K
$2.54M
|
|
|
May 14, 2025
Q1 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
108+ 0.11% |
$8.84K - $8.93K
|
96.6K
$7.95M
|
|
|
Apr 22, 2025
Q1 2025
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
102+ 0.25% |
$8.35K - $8.44K
|
41.3K
$3.4M
|
|
|
Apr 08, 2025
Q1 2025
|
Stolper CO
|
BUY
|
- |
98+ 1.22% |
$8.02K - $8.11K
|
8.12K
$668K
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
85New |
$6.96K - $7.03K
|
85
$6.99K
|
|
|
May 14, 2025
Q1 2025
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
85+ 1.73% |
$6.96K - $7.03K
|
5K
$412K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
84New |
$6.87K - $6.95K
|
84
$6.91K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
84+ 0.81% |
$6.87K - $6.95K
|
10.4K
$859K
|
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
BUY
|
- |
82+ 1.91% |
$6.71K - $6.78K
|
4.37K
$359K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
77+ 2.04% |
$6.3K - $6.37K
|
3.85K
$317K
|
|
|
Apr 22, 2025
Q1 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
66New |
$5.4K - $5.46K
|
66
$5.43K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
60+ 4.95% |
$4.91K - $4.96K
|
1.27K
$105K
|
|
|
May 02, 2025
Q1 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
59+ 1.41% |
$4.83K - $4.88K
|
4.23K
$348K
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
56+ 0.52% |
$4.58K - $4.63K
|
10.9K
$894K
|
|
|
May 06, 2025
Q1 2025
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
51+ 1.31% |
$4.17K - $4.22K
|
3.95K
$325K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
51+ 0.66% |
$4.17K - $4.22K
|
7.83K
$644K
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
50+ 0.63% |
$4.09K - $4.14K
|
7.94K
$654K
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
48+ 0.51% |
$3.93K - $3.97K
|
9.55K
$786K
|
|
|
Apr 18, 2025
Q1 2025
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
48+ 1.78% |
$3.93K - $3.97K
|
2.74K
$225K
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
44+ 0.71% |
$3.6K - $3.64K
|
6.25K
$515K
|
|
|
May 09, 2025
Q1 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
44New |
$3.6K - $3.64K
|
44
$3.62K
|
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
41+ 0.65% |
$3.36K - $3.39K
|
6.38K
$525K
|
|
|
Apr 09, 2025
Q1 2025
|
Twele Capital Management, Inc.
|
BUY
|
- |
40+ 0.76% |
$3.27K - $3.31K
|
5.34K
$439K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
40+ 4.42% |
$3.27K - $3.31K
|
946
$77.8K
|
|
|
May 13, 2025
Q1 2025
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
38+ 0.61% |
$3.11K - $3.14K
|
6.26K
$515K
|
|
|
May 05, 2025
Q1 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
37+ 1.35% |
$3.03K - $3.06K
|
2.79K
$229K
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
36New |
$2.95K - $2.98K
|
36
$2.96K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
30+ 0.14% |
$2.45K - $2.48K
|
20.9K
$1.72M
|
|
|
May 14, 2025
Q1 2025
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
29+ 0.63% |
$2.37K - $2.4K
|
4.6K
$378K
|
|
|
Apr 18, 2025
Q1 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
28+ 0.63% |
$2.29K - $2.32K
|
4.44K
$365K
|
|
|
Apr 25, 2025
Q1 2025
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
27+ 0.13% |
$2.21K - $2.23K
|
20.3K
$1.67M
|
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
26+ 0.61% |
$2.13K - $2.15K
|
4.28K
$352K
|
|
|
Apr 16, 2025
Q1 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
26+ 0.61% |
$2.13K - $2.15K
|
4.28K
$352K
|
|
|
Apr 30, 2025
Q1 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
25+ 0.57% |
$2.05K - $2.07K
|
4.45K
$366K
|
|
|
May 16, 2025
Q1 2025
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
24+ 2.76% |
$1.96K - $1.99K
|
892
$73.4K
|