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 08, 2025
Q1 2025
|
J2 Capital Management Inc
|
SELL
|
- |
-379- 10.63% |
$31K - $31.4K
|
3.19K
$262K
|
|
|
May 07, 2025
Q1 2025
|
Bellwether Advisors, LLC
|
SELL
|
- |
-380- 79.66% |
$31.1K - $31.4K
|
97
$7.98K
|
|
|
May 15, 2025
Q1 2025
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-380- 65.52% |
$31.1K - $31.4K
|
200
$16.5K
|
|
|
Apr 28, 2025
Q1 2025
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-388- 1.54% |
$31.8K - $32.1K
|
24.8K
$2.04M
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-393- 11.99% |
$32.2K - $32.5K
|
2.89K
$237K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-401- 14.02% |
$32.8K - $33.2K
|
2.46K
$202K
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-405- 1.29% |
$33.1K - $33.5K
|
30.9K
$2.55M
|
|
|
May 13, 2025
Q1 2025
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-410- 3.95% |
$33.6K - $33.9K
|
9.98K
$821K
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-422- 9.09% |
$34.5K - $34.9K
|
4.22K
$348K
|
|
|
May 14, 2025
Q1 2025
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-422- 0.34% |
$34.5K - $34.9K
|
123K
$10.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-424- 11.32% |
$34.7K - $35.1K
|
3.32K
$273K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-425- 7.88% |
$34.8K - $35.2K
|
4.97K
$409K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-427- 1.65% |
$34.9K - $35.3K
|
25.5K
$2.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-441- 14.85% |
$36.1K - $36.5K
|
2.53K
$208K
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-445- 1.03% |
$36.4K - $36.8K
|
42.8K
$3.53M
|
|
|
May 05, 2025
Q1 2025
|
ETF Store, Inc.
|
SELL
|
- |
-446- 11.59% |
$36.5K - $36.9K
|
3.4K
$280K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-459- 2.16% |
$37.6K - $38K
|
20.7K
$1.71M
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-461- 8.01% |
$37.7K - $38.1K
|
5.3K
$436K
|
|
|
May 02, 2025
Q1 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-464- 11.61% |
$38K - $38.4K
|
3.53K
$291K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-466- 21.13% |
$38.1K - $38.6K
|
1.74K
$143K
|
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-467- 8.69% |
$38.2K - $38.6K
|
4.91K
$404K
|
|
|
Apr 15, 2025
Q1 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-477- 8.43% |
$39K - $39.5K
|
5.18K
$426K
|
|
|
May 13, 2025
Q1 2025
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-478- 0.52% |
$39.1K - $39.5K
|
91.2K
$7.51M
|
|
|
May 13, 2025
Q1 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-485- 4.54% |
$39.7K - $40.1K
|
10.2K
$839K
|
|
|
Apr 16, 2025
Q1 2025
|
Rmr Wealth Builders
|
SELL
|
- |
-488- 1.63% |
$39.9K - $40.4K
|
29.5K
$2.43M
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-499- 3.72% |
$40.8K - $41.3K
|
12.9K
$1.06M
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-505- 3.86% |
$41.3K - $41.8K
|
12.6K
$1.03M
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
SELL
|
- |
-505- 4.32% |
$41.3K - $41.8K
|
11.2K
$920K
|
|
|
Apr 24, 2025
Q1 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
SELL
|
- |
-517- 9.13% |
$42.3K - $42.8K
|
5.15K
$424K
|
|
|
Apr 28, 2025
Q1 2025
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-517- 9.49% |
$42.3K - $42.8K
|
4.93K
$406K
|
|
|
Apr 29, 2025
Q1 2025
|
Sonata Capital Group Inc
|
SELL
|
- |
-520- 13.79% |
$42.6K - $43K
|
3.25K
$267K
|
|
|
May 05, 2025
Q1 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
SELL
|
- |
-521- 4.49% |
$42.6K - $43.1K
|
11.1K
$912K
|
|
|
Apr 30, 2025
Q1 2025
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-523- 4.43% |
$42.8K - $43.3K
|
11.3K
$929K
|
|
|
May 14, 2025
Q1 2025
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-523- 11.51% |
$42.8K - $43.3K
|
4.02K
$331K
|
|
|
May 05, 2025
Q1 2025
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-525- 9.01% |
$43K - $43.4K
|
5.3K
$436K
|
|
|
May 02, 2025
Q1 2025
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-534- 15.21% |
$43.7K - $44.2K
|
2.98K
$245K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-535- 3.5% |
$43.8K - $44.3K
|
14.8K
$1.21M
|
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-536- 12.56% |
$43.9K - $44.3K
|
3.73K
$307K
|
|
|
May 09, 2025
Q1 2025
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-552- 1.22% |
$45.2K - $45.7K
|
44.6K
$3.67M
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-554- 15.34% |
$45.3K - $45.8K
|
3.06K
$252K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-561- 1.73% |
$45.9K - $46.4K
|
31.8K
$2.62M
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-567- 3.43% |
$46.4K - $46.9K
|
15.9K
$1.31M
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-576- 3.55% |
$47.1K - $47.7K
|
15.7K
$1.29M
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-584- 12.21% |
$47.8K - $48.3K
|
4.2K
$346K
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-587- 9.67% |
$48K - $48.6K
|
5.48K
$451K
|
|
|
May 15, 2025
Q1 2025
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-603- 1.87% |
$49.3K - $49.9K
|
31.6K
$2.6M
|
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-619- 4.14% |
$50.7K - $51.2K
|
14.3K
$1.18M
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-623- 2.01% |
$51K - $51.5K
|
30.4K
$2.5M
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
SELL
|
- |
-625- 79.62% |
$51.1K - $51.7K
|
160
$13.2K
|
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-636- 4.68% |
$52K - $52.6K
|
13K
$1.07M
|