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 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
SELL
|
- |
-164- 8.64% |
$13.4K - $13.6K
|
1.74K
$143K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-164- 17.94% |
$13.4K - $13.6K
|
750
$61.7K
|
|
|
May 08, 2025
Q1 2025
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-165- 1.45% |
$13.5K - $13.7K
|
11.2K
$926K
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-171- 3.74% |
$14K - $14.1K
|
4.41K
$363K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-175- 8.8% |
$14.3K - $14.5K
|
1.81K
$149K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-178- 4.22% |
$14.6K - $14.7K
|
4.04K
$332K
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-179- 11.2% |
$14.6K - $14.8K
|
1.42K
$117K
|
|
|
Apr 30, 2025
Q1 2025
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-180- 90.0% |
$14.7K - $14.9K
|
20
$1.65K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-181- 6.17% |
$14.8K - $15K
|
2.75K
$227K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-184- 17.62% |
$15.1K - $15.2K
|
860
$70.8K
|
|
|
Apr 25, 2025
Q1 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-188- 1.16% |
$15.4K - $15.6K
|
16.1K
$1.32M
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-194- 43.11% |
$15.9K - $16K
|
256
$21.1K
|
|
|
Apr 25, 2025
Q1 2025
|
Sollinda Capital Management LLC
Hickory, NC |
SELL
|
- |
-200- 6.23% |
$16.4K - $16.5K
|
3.01K
$248K
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-200- 4.54% |
$16.4K - $16.5K
|
4.2K
$346K
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-200- 2.42% |
$16.4K - $16.5K
|
8.05K
$662K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-201- 20.1% |
$16.4K - $16.6K
|
799
$65.7K
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-208- 1.92% |
$17K - $17.2K
|
10.6K
$873K
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-211- 0.72% |
$17.3K - $17.5K
|
29.1K
$2.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-221- 2.34% |
$18.1K - $18.3K
|
9.24K
$760K
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Capital Management LLC
|
SELL
|
- |
-223- 6.81% |
$18.2K - $18.4K
|
3.05K
$251K
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-224- 2.19% |
$18.3K - $18.5K
|
9.99K
$822K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-225- 5.8% |
$18.4K - $18.6K
|
3.65K
$301K
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-226- 2.27% |
$18.5K - $18.7K
|
9.72K
$800K
|
|
|
May 05, 2025
Q1 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
SELL
|
- |
-227- 3.15% |
$18.6K - $18.8K
|
6.97K
$574K
|
|
|
May 08, 2025
Q1 2025
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-253- 8.07% |
$20.7K - $20.9K
|
2.88K
$237K
|
|
|
May 07, 2025
Q1 2025
|
Wernau Asset Management Inc.
Gloucester, MA |
SELL
|
- |
-259- 5.89% |
$21.2K - $21.4K
|
4.14K
$340K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-266- 2.08% |
$21.8K - $22K
|
12.5K
$1.03M
|
|
|
Apr 23, 2025
Q1 2025
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-290- 7.55% |
$23.7K - $24K
|
3.55K
$292K
|
|
|
Apr 09, 2025
Q1 2025
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-293- 0.55% |
$24K - $24.2K
|
53.1K
$4.37M
|
|
|
May 09, 2025
Q1 2025
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-299- 3.81% |
$24.5K - $24.7K
|
7.54K
$621K
|
|
|
May 15, 2025
Q1 2025
|
Ewing Morris & Co. Investment Partners Ltd.
Toronto, A6 |
SELL
|
- |
-300- 11.66% |
$24.5K - $24.8K
|
2.27K
$187K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-301- 0.98% |
$24.6K - $24.9K
|
30.5K
$2.51M
|
|
|
Apr 16, 2025
Q1 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-303- 5.81% |
$24.8K - $25.1K
|
4.91K
$404K
|
|
|
Apr 29, 2025
Q1 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
SELL
|
- |
-305- 4.44% |
$25K - $25.2K
|
6.56K
$540K
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-308- 1.53% |
$25.2K - $25.5K
|
19.9K
$1.63M
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-322- 28.45% |
$26.3K - $26.6K
|
810
$66.7K
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-322- 4.6% |
$26.3K - $26.6K
|
6.68K
$550K
|
|
|
Apr 21, 2025
Q1 2025
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-324- 5.38% |
$26.5K - $26.8K
|
5.7K
$469K
|
|
|
Apr 08, 2025
Q1 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-327- 1.71% |
$26.8K - $27.1K
|
18.8K
$1.55M
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
SELL
|
- |
-331- 1.1% |
$27.1K - $27.4K
|
29.7K
$2.44M
|
|
|
May 06, 2025
Q1 2025
|
De Dora Capital, Inc.
|
SELL
|
- |
-332- 5.14% |
$27.2K - $27.5K
|
6.12K
$504K
|
|
|
May 07, 2025
Q1 2025
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-337- 0.95% |
$27.6K - $27.9K
|
35.1K
$2.89M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-346- 7.28% |
$28.3K - $28.6K
|
4.41K
$363K
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-349- 1.86% |
$28.6K - $28.9K
|
18.4K
$1.52M
|
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-350- 4.06% |
$28.6K - $29K
|
8.28K
$681K
|
|
|
Apr 10, 2025
Q1 2025
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-351- 16.82% |
$28.7K - $29K
|
1.74K
$143K
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-352- 7.06% |
$28.8K - $29.1K
|
4.64K
$381K
|
|
|
May 14, 2025
Q1 2025
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-355- 3.08% |
$29K - $29.4K
|
11.2K
$919K
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-360- 10.44% |
$29.5K - $29.8K
|
3.09K
$254K
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-363- 0.28% |
$29.7K - $30K
|
128K
$10.5M
|