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 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-1.09K- 7.4% |
$89.4K - $90.4K
|
13.7K
$1.13M
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-1.15K- 15.72% |
$93.8K - $94.8K
|
6.14K
$505K
|
|
|
May 12, 2025
Q1 2025
|
Koa Wealth Management, LLC
Encinitas, CA |
SELL
|
- |
-1.15K- 1.94% |
$94.2K - $95.2K
|
58.1K
$4.78M
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-1.16K- 14.59% |
$94.9K - $96K
|
6.79K
$559K
|
|
|
Apr 10, 2025
Q1 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-1.18K- 2.94% |
$96.6K - $97.6K
|
39K
$3.21M
|
|
|
Apr 16, 2025
Q1 2025
|
Family Wealth Partners, LLC
Matthews, NC |
SELL
|
- |
-1.18K- 3.63% |
$96.8K - $97.9K
|
31.4K
$2.59M
|
|
|
May 02, 2025
Q1 2025
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-1.2K- 1.49% |
$97.8K - $98.9K
|
78.8K
$6.48M
|
|
|
May 13, 2025
Q1 2025
|
Finley Financial, LLC
Las Vegas, NV |
SELL
|
- |
-1.2K- 27.62% |
$98.2K - $99.3K
|
3.15K
$259K
|
|
|
Apr 18, 2025
Q1 2025
|
Cushing Capital Partners, LLC
Delafield, WI |
SELL
|
- |
-1.22K- 25.62% |
$99.9K - $101K
|
3.54K
$292K
|
|
|
Apr 28, 2025
Q1 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-1.24K- 17.92% |
$102K - $103K
|
5.69K
$468K
|
|
|
May 05, 2025
Q1 2025
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-1.25K- 9.19% |
$102K - $103K
|
12.3K
$1.01M
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-1.26K- 27.53% |
$103K - $104K
|
3.31K
$273K
|
|
|
May 14, 2025
Q1 2025
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-1.26K- 4.96% |
$103K - $104K
|
24.1K
$1.99M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.28K- 21.83% |
$105K - $106K
|
4.59K
$378K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.29K- 2.64% |
$105K - $107K
|
47.6K
$3.91M
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
SELL
|
- |
-1.31K- 1.57% |
$107K - $108K
|
81.8K
$6.73M
|
|
|
May 27, 2025
Q1 2025
|
Addison Capital CO
|
SELL
|
- |
-1.33K- 13.38% |
$109K - $110K
|
8.62K
$709K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-1.34K- 25.65% |
$110K - $111K
|
3.89K
$320K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.34K- 12.9% |
$110K - $111K
|
9.06K
$746K
|
|
|
May 12, 2025
Q1 2025
|
Pcg Asset Management, LLC
Gladstone, NJ |
SELL
|
- |
-1.4K- 2.34% |
$114K - $115K
|
58.3K
$4.8M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.41K- 2.62% |
$115K - $116K
|
52.2K
$4.29M
|
|
|
May 14, 2025
Q1 2025
|
Hollow Brook Wealth Management LLC
|
SELL
|
- |
-1.41K- 3.93% |
$115K - $116K
|
34.4K
$2.83M
|
|
|
May 09, 2025
Q1 2025
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-1.41K- 8.9% |
$115K - $117K
|
14.4K
$1.19M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.44K- 3.73% |
$118K - $119K
|
37.1K
$3.05M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.45K- 1.71% |
$119K - $120K
|
83.4K
$6.86M
|
|
|
Apr 30, 2025
Q1 2025
|
Values First Advisors, Inc.
|
SELL
|
- |
-1.46K- 1.81% |
$120K - $121K
|
79.3K
$6.53M
|
|
|
May 08, 2025
Q1 2025
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-1.46K- 1.91% |
$120K - $121K
|
75.3K
$6.2M
|
|
|
May 14, 2025
Q1 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-1.53K- 4.53% |
$125K - $126K
|
32.1K
$2.65M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
SELL
|
- |
-1.54K- 12.09% |
$126K - $127K
|
11.2K
$919K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-1.56K- 6.63% |
$127K - $129K
|
21.9K
$1.8M
|
|
|
Apr 01, 2025
Q1 2025
|
Modus Advisors, LLC
|
SELL
|
- |
-1.65K- 2.37% |
$135K - $137K
|
67.9K
$5.59M
|
|
|
May 01, 2025
Q1 2025
|
Platform Technology Partners
|
SELL
|
- |
-1.66K- 6.82% |
$136K - $137K
|
22.7K
$1.86M
|
|
|
Apr 17, 2025
Q1 2025
|
Cypress Advisory Group LLC
Scottsdale, AZ |
SELL
|
- |
-1.68K- 6.69% |
$137K - $139K
|
23.4K
$1.92M
|
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
SELL
|
- |
-1.7K- 1.31% |
$139K - $140K
|
128K
$10.5M
|
|
|
May 15, 2025
Q1 2025
|
Occidental Asset Management, LLC
|
SELL
|
- |
-1.72K- 26.43% |
$141K - $142K
|
4.79K
$394K
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-1.73K- 38.53% |
$141K - $143K
|
2.76K
$227K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-1.81K- 18.06% |
$148K - $149K
|
8.19K
$674K
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Wealth Management LLC
|
SELL
|
- |
-1.82K- 22.38% |
$149K - $150K
|
6.3K
$518K
|
|
|
May 02, 2025
Q1 2025
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-1.83K- 6.32% |
$150K - $151K
|
27.1K
$2.23M
|
|
|
May 15, 2025
Q1 2025
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-1.88K- 0.55% |
$154K - $155K
|
339K
$27.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Retirement Financial Solutions, LLC
Knoxville, TN |
SELL
|
- |
-1.9K- 3.75% |
$155K - $157K
|
48.6K
$4M
|
|
|
May 08, 2025
Q1 2025
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-1.96K- 7.06% |
$160K - $162K
|
25.8K
$2.12M
|
|
|
Apr 28, 2025
Q1 2025
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-2.01K- 15.31% |
$165K - $167K
|
11.1K
$917K
|
|
|
May 14, 2025
Q1 2025
|
Potomac Fund Management Inc /Adv
Miami, FL |
SELL
|
- |
-2.02K- 17.12% |
$165K - $167K
|
9.77K
$804K
|
|
|
Apr 16, 2025
Q1 2025
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-2.14K- 1.45% |
$175K - $177K
|
145K
$11.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-2.14K- 29.96% |
$175K - $177K
|
5.01K
$412K
|
|
|
Apr 25, 2025
Q1 2025
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-2.15K- 17.38% |
$176K - $178K
|
10.2K
$840K
|
|
|
May 07, 2025
Q1 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-2.18K- 9.41% |
$178K - $180K
|
20.9K
$1.72M
|
|
|
Apr 15, 2025
Q1 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-2.18K- 34.05% |
$178K - $180K
|
4.22K
$348K
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-2.19K- 20.68% |
$179K - $181K
|
8.39K
$690K
|