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 09, 2025
Q1 2025
|
Strategy Asset Managers LLC
|
SELL
|
- |
-2.21K- 17.12% |
$181K - $183K
|
10.7K
$880K
|
|
|
May 13, 2025
Q1 2025
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-2.27K- 11.84% |
$186K - $188K
|
16.9K
$1.39M
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-2.3K- 41.73% |
$188K - $190K
|
3.21K
$264K
|
|
|
Apr 16, 2025
Q1 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-2.3K- 7.24% |
$188K - $191K
|
29.5K
$2.43M
|
|
|
Apr 11, 2025
Q1 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-2.35K- 37.41% |
$192K - $195K
|
3.94K
$324K
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-2.37K- 46.38% |
$194K - $196K
|
2.74K
$225K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-2.41K- 2.76% |
$197K - $199K
|
85K
$6.99M
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-2.43K- 12.74% |
$199K - $201K
|
16.6K
$1.37M
|
|
|
Apr 10, 2025
Q1 2025
|
Bay Rivers Group
|
SELL
|
- |
-2.46K- 34.51% |
$201K - $203K
|
4.66K
$384K
|
|
|
Apr 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
SELL
|
- |
-2.46K- 20.34% |
$201K - $203K
|
9.63K
$793K
|
|
|
Apr 23, 2025
Q1 2025
|
Pacific Financial Group Inc
|
SELL
|
- |
-2.46K- 9.56% |
$202K - $204K
|
23.3K
$1.92M
|
|
|
Apr 10, 2025
Q1 2025
|
Veracity Capital LLC
|
SELL
|
- |
-2.47K- 13.11% |
$202K - $204K
|
16.4K
$1.35M
|
|
|
Apr 17, 2025
Q1 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-2.5K- 4.24% |
$204K - $207K
|
56.4K
$4.64M
|
|
|
May 14, 2025
Q1 2025
|
Rodgers Brothers Inc.
Harmony, PA |
SELL
|
- |
-2.5K- 25.77% |
$205K - $207K
|
7.2K
$592K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-2.55K- 8.77% |
$208K - $211K
|
26.5K
$2.18M
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
SELL
|
- |
-2.63K- 23.82% |
$215K - $217K
|
8.41K
$692K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-2.64K- 7.19% |
$216K - $218K
|
34K
$2.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-2.68K- 37.32% |
$219K - $222K
|
4.5K
$370K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2.69K- 13.01% |
$220K - $223K
|
18K
$1.48M
|
|
|
Apr 17, 2025
Q1 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-2.77K- 4.83% |
$226K - $229K
|
54.5K
$4.49M
|
|
|
May 06, 2025
Q1 2025
|
Dorsey Wright & Associates
|
SELL
|
- |
-2.78K- 32.79% |
$228K - $230K
|
5.71K
$469K
|
|
|
May 14, 2025
Q1 2025
|
Absolute Capital Management, LLC
|
SELL
|
- |
-2.86K- 17.31% |
$234K - $237K
|
13.7K
$1.12M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-2.98K- 3.25% |
$244K - $247K
|
88.7K
$7.3M
|
|
|
May 01, 2025
Q1 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-3.01K- 39.07% |
$246K - $249K
|
4.69K
$386K
|
|
|
Apr 28, 2025
Q1 2025
|
Durante & Waters, LLC
Brewster, NY |
SELL
|
- |
-3.03K- 3.48% |
$248K - $251K
|
84.1K
$6.92M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.07K- 1.73% |
$251K - $254K
|
174K
$14.3M
|
|
|
May 02, 2025
Q1 2025
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-3.19K- 45.29% |
$261K - $264K
|
3.85K
$317K
|
|
|
Apr 22, 2025
Q1 2025
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-3.22K- 10.21% |
$263K - $266K
|
28.3K
$2.33M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-3.27K- 81.27% |
$268K - $271K
|
754
$62K
|
|
|
May 13, 2025
Q1 2025
|
Independent Family Office, LLC
|
SELL
|
- |
-3.28K- 15.47% |
$268K - $271K
|
17.9K
$1.47M
|
|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-3.35K- 27.21% |
$274K - $277K
|
8.97K
$738K
|
|
|
Apr 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-3.47K- 43.65% |
$284K - $287K
|
4.48K
$369K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3.5K- 10.77% |
$286K - $290K
|
29K
$2.39M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.55K- 6.33% |
$291K - $294K
|
52.6K
$4.33M
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-3.58K- 37.34% |
$293K - $296K
|
6K
$494K
|
|
|
Apr 04, 2025
Q1 2025
|
Farmers Trust CO
|
SELL
|
- |
-3.6K- 21.42% |
$295K - $298K
|
13.2K
$1.09M
|
|
|
Apr 23, 2025
Q1 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-3.61K- 2.48% |
$295K - $298K
|
142K
$11.7M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.67K- 9.39% |
$300K - $304K
|
35.4K
$2.91M
|
|
|
May 05, 2025
Q1 2025
|
Auxano Advisors, LLC
|
SELL
|
- |
-3.68K- 18.05% |
$301K - $305K
|
16.7K
$1.38M
|
|
|
Apr 25, 2025
Q1 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-3.7K- 31.85% |
$303K - $306K
|
7.91K
$651K
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-3.71K- 4.58% |
$304K - $307K
|
77.4K
$6.37M
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-3.73K- 9.35% |
$305K - $308K
|
36.1K
$2.97M
|
|
|
May 12, 2025
Q1 2025
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-3.73K- 31.46% |
$305K - $309K
|
8.13K
$669K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-3.78K- 1.97% |
$309K - $313K
|
188K
$15.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-3.82K- 14.54% |
$313K - $316K
|
22.5K
$1.85M
|
|
|
May 13, 2025
Q1 2025
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-3.99K- 0.94% |
$327K - $330K
|
421K
$34.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-4K- 28.03% |
$328K - $331K
|
10.3K
$846K
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-4.02K- 6.24% |
$329K - $333K
|
60.4K
$4.97M
|
|
|
Apr 21, 2025
Q1 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-4.51K- 7.75% |
$369K - $373K
|
53.7K
$4.42M
|
|
|
May 06, 2025
Q1 2025
|
Private Management Group Inc
|
SELL
|
- |
-4.53K- 6.92% |
$371K - $375K
|
61K
$5.02M
|