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 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-4.6K- 41.42% |
$376K - $381K
|
6.51K
$535K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-4.67K- 10.6% |
$382K - $387K
|
39.4K
$3.24M
|
|
|
Apr 30, 2025
Q1 2025
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-4.69K- 12.91% |
$384K - $388K
|
31.7K
$2.61M
|
|
|
May 08, 2025
Q1 2025
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-4.71K- 23.29% |
$385K - $389K
|
15.5K
$1.28M
|
|
|
Apr 25, 2025
Q1 2025
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-4.72K- 3.33% |
$386K - $390K
|
137K
$11.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Freestate Advisors LLC
Overland Park, KS |
SELL
|
- |
-4.74K- 18.44% |
$388K - $392K
|
21K
$1.73M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-4.96K- 27.63% |
$406K - $410K
|
13K
$1.07M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-4.98K- 19.18% |
$407K - $412K
|
21K
$1.73M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-5.05K- 10.62% |
$414K - $418K
|
42.5K
$3.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-5.11K- 19.88% |
$418K - $423K
|
20.6K
$1.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-5.11K- 45.07% |
$418K - $423K
|
6.23K
$513K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-5.16K- 94.26% |
$422K - $427K
|
314
$25.8K
|
|
|
May 09, 2025
Q1 2025
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-5.19K- 2.16% |
$425K - $430K
|
236K
$19.4M
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-5.21K- 11.08% |
$426K - $431K
|
41.8K
$3.44M
|
|
|
Apr 14, 2025
Q1 2025
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-5.3K- 62.95% |
$434K - $439K
|
3.12K
$257K
|
|
|
May 13, 2025
Q1 2025
|
Lwm Advisors Inc
El Dorado Hills, CA |
SELL
|
- |
-5.36K- 5.13% |
$438K - $443K
|
99.2K
$8.16M
|
|
|
May 13, 2025
Q1 2025
|
America First Investment Advisors, LLC
|
SELL
|
- |
-5.44K- 1.19% |
$445K - $450K
|
452K
$37.2M
|
|
|
May 15, 2025
Q1 2025
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-5.72K- 12.24% |
$468K - $473K
|
41K
$3.37M
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-5.95K- 22.93% |
$487K - $493K
|
20K
$1.65M
|
|
|
Apr 15, 2025
Q1 2025
|
Stephens Group Asset Management, LLC
|
SELL
|
- |
-6.09K- 63.47% |
$499K - $504K
|
3.51K
$289K
|
|
|
May 07, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-6.13K- 98.79% |
$502K - $507K
|
75
$6.17K
|
|
|
Apr 30, 2025
Q1 2025
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-6.2K- 33.53% |
$507K - $513K
|
12.3K
$1.01M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-6.3K- 45.0% |
$516K - $521K
|
7.7K
$634K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-6.78K- 1.57% |
$555K - $561K
|
426K
$35.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-6.82K- 65.82% |
$558K - $564K
|
3.54K
$292K
|
|
|
May 01, 2025
Q1 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
SELL
|
- |
-7.2K- 64.09% |
$589K - $596K
|
4.04K
$332K
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-7.23K- 1.32% |
$592K - $598K
|
541K
$44.5M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-7.26K- 99.93% |
$594K - $600K
|
5
$411
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-7.3K- 4.05% |
$597K - $604K
|
173K
$14.2M
|
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-7.4K- 75.31% |
$606K - $612K
|
2.43K
$200K
|
|
|
May 15, 2025
Q1 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-7.47K- 24.65% |
$611K - $618K
|
22.8K
$1.88M
|
|
|
May 13, 2025
Q1 2025
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-7.5K- 33.23% |
$613K - $620K
|
15.1K
$1.24M
|
|
|
Apr 29, 2025
Q1 2025
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-7.52K- 43.79% |
$615K - $622K
|
9.65K
$794K
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-7.71K- 43.21% |
$631K - $638K
|
10.1K
$834K
|
|
|
Apr 16, 2025
Q1 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
SELL
|
- |
-7.72K- 30.97% |
$632K - $639K
|
17.2K
$1.42M
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
SELL
|
- |
-7.98K- 8.76% |
$653K - $660K
|
83.1K
$6.84M
|
|
|
May 08, 2025
Q1 2025
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-8.53K- 14.48% |
$698K - $705K
|
50.3K
$4.14M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
SELL
|
- |
-8.63K- 13.94% |
$706K - $714K
|
53.3K
$4.38M
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-8.8K- 5.19% |
$720K - $728K
|
161K
$13.2M
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-9.07K- 54.42% |
$742K - $750K
|
7.59K
$625K
|
|
|
May 01, 2025
Q1 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
SELL
|
- |
-9.18K- 14.84% |
$751K - $760K
|
52.7K
$4.34M
|
|
|
Apr 10, 2025
Q1 2025
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
SELL
|
- |
-9.38K- 12.18% |
$767K - $776K
|
67.6K
$5.57M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-9.82K- 10.09% |
$804K - $813K
|
87.6K
$7.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Compass Planning Associates Inc
Greenfield, MA |
SELL
|
- |
-9.9K- 80.46% |
$810K - $819K
|
2.4K
$198K
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-10.1K- 45.64% |
$825K - $834K
|
12K
$988K
|
|
|
May 14, 2025
Q1 2025
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-10.3K- 23.01% |
$840K - $849K
|
34.3K
$2.83M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-10.3K- 10.37% |
$844K - $854K
|
89.2K
$7.34M
|
|
|
May 12, 2025
Q1 2025
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-10.4K- 4.79% |
$854K - $863K
|
207K
$17.1M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-10.5K- 6.55% |
$859K - $868K
|
150K
$12.3M
|
|
|
May 09, 2025
Q1 2025
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-11.2K- 67.5% |
$915K - $925K
|
5.38K
$443K
|