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 14, 2025
Q1 2025
|
Apexium Financial, LP
|
SELL
|
- |
-30- 0.35% |
$2.45K - $2.48K
|
8.57K
$705K
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-34- 1.39% |
$2.78K - $2.81K
|
2.41K
$199K
|
|
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
SELL
|
- |
-34- 0.41% |
$2.78K - $2.81K
|
8.32K
$685K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-35- 27.78% |
$2.86K - $2.9K
|
91
$7.49K
|
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
SELL
|
- |
-36- 0.71% |
$2.95K - $2.98K
|
5.04K
$414K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-38- 1.91% |
$3.11K - $3.14K
|
1.95K
$161K
|
|
|
Apr 22, 2025
Q1 2025
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-41- 0.63% |
$3.36K - $3.39K
|
6.49K
$534K
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-43- 0.13% |
$3.52K - $3.56K
|
32.4K
$2.66M
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-43- 0.18% |
$3.52K - $3.56K
|
24.2K
$1.99M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-45- 0.78% |
$3.68K - $3.72K
|
5.72K
$471K
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-47- 10.71% |
$3.85K - $3.89K
|
392
$32.3K
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
SELL
|
- |
-50- 62.5% |
$4.09K - $4.14K
|
30
$2.47K
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-50- 0.45% |
$4.09K - $4.14K
|
11.1K
$917K
|
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-60- 0.97% |
$4.91K - $4.96K
|
6.15K
$506K
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-61- 0.61% |
$4.99K - $5.05K
|
9.94K
$818K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-61- 11.71% |
$4.99K - $5.05K
|
460
$37.9K
|
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-63- 0.15% |
$5.16K - $5.21K
|
41.5K
$3.42M
|
|
|
Apr 28, 2025
Q1 2025
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-64- 1.63% |
$5.24K - $5.29K
|
3.85K
$317K
|
|
|
Apr 29, 2025
Q1 2025
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-65- 1.39% |
$5.32K - $5.38K
|
4.61K
$379K
|
|
|
Apr 24, 2025
Q1 2025
|
Westfuller Advisors, LLC
New York, NY |
SELL
|
- |
-67- 1.13% |
$5.48K - $5.54K
|
5.88K
$484K
|
|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
SELL
|
- |
-72- 0.33% |
$5.89K - $5.96K
|
21.9K
$1.81M
|
|
|
Apr 28, 2025
Q1 2025
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-73- 0.8% |
$5.97K - $6.04K
|
9K
$741K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-89- 1.57% |
$7.28K - $7.36K
|
5.58K
$459K
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-97- 2.37% |
$7.94K - $8.02K
|
4K
$329K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-98- 0.01% |
$8.02K - $8.11K
|
863K
$71M
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-101- 3.02% |
$8.26K - $8.36K
|
3.24K
$267K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-103- 1.22% |
$8.43K - $8.52K
|
8.32K
$685K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-110- 60.77% |
$9K - $9.1K
|
71
$5.84K
|
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-113- 47.88% |
$9.25K - $9.35K
|
123
$10.1K
|
|
|
Apr 14, 2025
Q1 2025
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-113- 6.86% |
$9.25K - $9.35K
|
1.54K
$126K
|
|
|
May 12, 2025
Q1 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-118- 2.9% |
$9.66K - $9.76K
|
3.96K
$325K
|
|
|
May 14, 2025
Q1 2025
|
F
|
SELL
|
- |
-120- 1.55% |
$9.82K - $9.93K
|
7.61K
$626K
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-125- 1.97% |
$10.2K - $10.3K
|
6.22K
$512K
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-125- 4.19% |
$10.2K - $10.3K
|
2.86K
$235K
|
|
|
Apr 07, 2025
Q1 2025
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-127- 1.83% |
$10.4K - $10.5K
|
6.83K
$562K
|
|
|
May 15, 2025
Q1 2025
|
Fiducient Advisors LLC
|
SELL
|
- |
-128- 1.62% |
$10.5K - $10.6K
|
7.79K
$641K
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
SELL
|
- |
-128- 0.2% |
$10.5K - $10.6K
|
62.7K
$5.16M
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-130- 42.62% |
$10.6K - $10.8K
|
175
$14.4K
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-136- 0.25% |
$11.1K - $11.3K
|
53.2K
$4.38M
|
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
SELL
|
- |
-140- 0.6% |
$11.5K - $11.6K
|
23.2K
$1.91M
|
|
|
May 14, 2025
Q1 2025
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-141- 4.42% |
$11.5K - $11.7K
|
3.05K
$251K
|
|
|
May 09, 2025
Q1 2025
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-148- 2.47% |
$12.1K - $12.2K
|
5.85K
$482K
|
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-149- 12.16% |
$12.2K - $12.3K
|
1.08K
$88.5K
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-149- 5.0% |
$12.2K - $12.3K
|
2.83K
$233K
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-150- 54.74% |
$12.3K - $12.4K
|
124
$10.2K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-150- 5.69% |
$12.3K - $12.4K
|
2.49K
$204K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
SELL
|
- |
-152- 15.26% |
$12.4K - $12.6K
|
844
$69.5K
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-153- 0.9% |
$12.5K - $12.7K
|
16.9K
$1.39M
|
|
|
Apr 14, 2025
Q1 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-156- 1.64% |
$12.8K - $12.9K
|
9.34K
$769K
|
|
|
May 13, 2025
Q1 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-160- 89.39% |
$13.1K - $13.2K
|
19
$1.56K
|