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
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-650- 8.9% |
$53.2K - $53.8K
|
6.65K
$548K
|
|
|
May 09, 2025
Q1 2025
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-654- 11.62% |
$53.5K - $54.1K
|
4.97K
$409K
|
|
|
May 28, 2025
Q1 2025
|
Gk Wealth Management LLC
Reno, NV |
SELL
|
- |
-666- 19.88% |
$54.5K - $55.1K
|
2.68K
$221K
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-674- 3.66% |
$55.2K - $55.8K
|
17.8K
$1.46M
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-674- 82.2% |
$55.2K - $55.8K
|
146
$12K
|
|
|
May 08, 2025
Q1 2025
|
Lyell Wealth Management, LP
|
SELL
|
- |
-674- 15.02% |
$55.2K - $55.8K
|
3.81K
$314K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-681- 2.72% |
$55.7K - $56.3K
|
24.3K
$2M
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-684- 10.8% |
$56K - $56.6K
|
5.65K
$465K
|
|
|
May 09, 2025
Q1 2025
|
Renasant Bank
|
SELL
|
- |
-689- 9.08% |
$56.4K - $57K
|
6.9K
$568K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-699- 1.76% |
$57.2K - $57.8K
|
39K
$3.21M
|
|
|
May 07, 2025
Q1 2025
|
Ballast Advisors LLC
|
SELL
|
- |
-701- 19.02% |
$57.4K - $58K
|
2.99K
$246K
|
|
|
Apr 11, 2025
Q1 2025
|
Life Guide Financial Advisors, LLC
|
SELL
|
- |
-710- 2.49% |
$58.1K - $58.7K
|
27.8K
$2.29M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-732- 0.79% |
$59.9K - $60.6K
|
91.7K
$7.55M
|
|
|
Apr 29, 2025
Q1 2025
|
Lee Danner & Bass Inc
|
SELL
|
- |
-750- 12.57% |
$61.4K - $62K
|
5.22K
$429K
|
|
|
Apr 23, 2025
Q1 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-750- 2.61% |
$61.4K - $62K
|
28K
$2.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-760- 7.28% |
$62.2K - $62.9K
|
9.68K
$797K
|
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-768- 11.46% |
$62.8K - $63.5K
|
5.93K
$488K
|
|
|
Apr 14, 2025
Q1 2025
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-772- 3.48% |
$63.2K - $63.9K
|
21.4K
$1.76M
|
|
|
May 08, 2025
Q1 2025
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-776- 3.79% |
$63.5K - $64.2K
|
19.7K
$1.62M
|
|
|
May 05, 2025
Q1 2025
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-794- 4.68% |
$65K - $65.7K
|
16.2K
$1.33M
|
|
|
May 14, 2025
Q1 2025
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
SELL
|
- |
-796- 5.49% |
$65.1K - $65.9K
|
13.7K
$1.13M
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-798- 13.1% |
$65.3K - $66K
|
5.29K
$435K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-801- 5.23% |
$65.5K - $66.3K
|
14.5K
$1.19M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-843- 2.72% |
$69K - $69.7K
|
30.1K
$2.48M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-846- 34.04% |
$69.2K - $70K
|
1.64K
$135K
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-862- 11.97% |
$70.5K - $71.3K
|
6.34K
$522K
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-868- 2.75% |
$71K - $71.8K
|
30.7K
$2.53M
|
|
|
May 14, 2025
Q1 2025
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-875- 6.86% |
$71.6K - $72.4K
|
11.9K
$977K
|
|
|
Apr 14, 2025
Q1 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
SELL
|
- |
-877- 10.24% |
$71.8K - $72.6K
|
7.69K
$632K
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-880- 13.63% |
$72K - $72.8K
|
5.58K
$459K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-880- 68.32% |
$72K - $72.8K
|
408
$33.6K
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-894- 9.64% |
$73.2K - $74K
|
8.38K
$690K
|
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-898- 4.76% |
$73.5K - $74.3K
|
18K
$1.48M
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-918- 37.39% |
$75.1K - $75.9K
|
1.54K
$126K
|
|
|
May 08, 2025
Q1 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-940- 16.4% |
$76.9K - $77.8K
|
4.79K
$394K
|
|
|
Apr 15, 2025
Q1 2025
|
Martin Capital Partners, LLC
|
SELL
|
- |
-947- 3.02% |
$77.5K - $78.3K
|
30.4K
$2.5M
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-950- 24.11% |
$77.7K - $78.6K
|
2.99K
$246K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-962- 7.75% |
$78.7K - $79.6K
|
11.5K
$942K
|
|
|
May 12, 2025
Q1 2025
|
Biltmore Family Office, LLC
|
SELL
|
- |
-963- 1.32% |
$78.8K - $79.7K
|
71.8K
$5.91M
|
|
|
Apr 15, 2025
Q1 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-990- 27.05% |
$81K - $81.9K
|
2.67K
$220K
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-998- 16.2% |
$81.7K - $82.6K
|
5.16K
$425K
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-1K- 16.65% |
$82.2K - $83.1K
|
5.03K
$414K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.02K- 0.93% |
$83.5K - $84.4K
|
109K
$8.96M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.02K- 50.0% |
$83.7K - $84.6K
|
1.02K
$84.2K
|
|
|
May 15, 2025
Q1 2025
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-1.04K- 24.18% |
$84.9K - $85.8K
|
3.25K
$268K
|
|
|
May 12, 2025
Q1 2025
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-1.05K- 20.83% |
$85.7K - $86.6K
|
3.98K
$328K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-1.05K- 5.44% |
$85.8K - $86.8K
|
18.2K
$1.5M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-1.05K- 70.95% |
$85.9K - $86.9K
|
430
$35.4K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-1.08K- 0.7% |
$88.1K - $89.1K
|
152K
$12.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-1.08K- 2.31% |
$88.5K - $89.4K
|
45.8K
$3.77M
|