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 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-11.4K- 6.17% |
$930K - $940K
|
173K
$14.2M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-11.7K- 12.1% |
$954K - $964K
|
84.7K
$6.97M
|
|
|
May 05, 2025
Q1 2025
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-11.9K- 48.63% |
$972K - $982K
|
12.5K
$1.03M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-11.9K- 49.74% |
$973K - $983K
|
12K
$988K
|
|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-12K- 25.56% |
$983K - $994K
|
35K
$2.88M
|
|
|
Apr 17, 2025
Q1 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-12.1K- 6.71% |
$987K - $998K
|
168K
$13.8M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-12.1K- 15.24% |
$993K - $1M
|
67.5K
$5.56M
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-12.4K- 14.95% |
$1.01M - $1.02M
|
70.5K
$5.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-12.4K- 80.59% |
$1.02M - $1.03M
|
2.99K
$246K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-12.5K- 12.19% |
$1.03M - $1.04M
|
90.3K
$7.43M
|
|
|
Apr 21, 2025
Q1 2025
|
Well Done, LLC
|
SELL
|
- |
-12.8K- 18.62% |
$1.05M - $1.06M
|
56K
$4.61M
|
|
|
May 13, 2025
Q1 2025
|
Cambiar Investors LLC
|
SELL
|
- |
-13.3K- 18.98% |
$1.09M - $1.1M
|
56.9K
$4.68M
|
|
|
May 13, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-14.4K- 33.31% |
$1.18M - $1.19M
|
28.9K
$2.38M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-14.6K- 5.09% |
$1.2M - $1.21M
|
273K
$22.4M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-14.8K- 21.63% |
$1.21M - $1.22M
|
53.5K
$4.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-15.8K- 12.13% |
$1.3M - $1.31M
|
115K
$9.45M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-16.9K- 18.82% |
$1.38M - $1.4M
|
72.8K
$5.99M
|
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-17K- 5.37% |
$1.39M - $1.41M
|
300K
$24.7M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-17K- 5.67% |
$1.39M - $1.41M
|
283K
$23.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
SELL
|
- |
-17.6K- 6.33% |
$1.44M - $1.46M
|
261K
$21.5M
|
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-17.7K- 62.1% |
$1.45M - $1.46M
|
10.8K
$887K
|
|
|
May 08, 2025
Q1 2025
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-18.3K- 31.85% |
$1.5M - $1.51M
|
39.1K
$3.22M
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-18.5K- 66.6% |
$1.51M - $1.53M
|
9.26K
$762K
|
|
|
May 09, 2025
Q1 2025
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-18.8K- 3.4% |
$1.54M - $1.55M
|
532K
$43.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-19K- 50.39% |
$1.55M - $1.57M
|
18.7K
$1.54M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-19.1K- 0.6% |
$1.56M - $1.58M
|
3.16M
$260M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-19.2K- 84.29% |
$1.57M - $1.59M
|
3.57K
$294K
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-19.4K- 34.94% |
$1.59M - $1.61M
|
36.1K
$2.97M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-20.8K- 1.73% |
$1.7M - $1.72M
|
1.18M
$97M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-21.2K- 86.12% |
$1.74M - $1.76M
|
3.42K
$282K
|
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-21.5K- 5.4% |
$1.76M - $1.78M
|
377K
$31M
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-21.7K- 70.35% |
$1.78M - $1.8M
|
9.16K
$754K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-21.8K- 22.5% |
$1.78M - $1.8M
|
75.1K
$6.18M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-21.9KClosed |
$1.79M - $1.81M
|
0
$0
|
|
|
Apr 30, 2025
Q1 2025
|
Argi Investment Services, LLC
|
SELL
|
- |
-22.2K- 9.66% |
$1.81M - $1.83M
|
207K
$17M
|
|
|
Apr 22, 2025
Q1 2025
|
Jmac Enterprises LLC
|
SELL
|
- |
-23.8K- 76.19% |
$1.95M - $1.97M
|
7.45K
$613K
|
|
|
May 14, 2025
Q1 2025
|
Clarity Financial LLC
|
SELL
|
- |
-24.1K- 3.52% |
$1.97M - $1.99M
|
659K
$54.3M
|
|
|
May 01, 2025
Q1 2025
|
Fortem Financial Group, LLC
|
SELL
|
- |
-27.7K- 31.06% |
$2.26M - $2.29M
|
61.4K
$5.05M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-29.4K- 67.47% |
$2.41M - $2.44M
|
14.2K
$1.17M
|
|
|
Apr 29, 2025
Q1 2025
|
New Capital Management LP
|
SELL
|
- |
-31.9K- 88.87% |
$2.61M - $2.64M
|
4K
$329K
|
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-32K- 9.34% |
$2.62M - $2.65M
|
311K
$25.6M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-33K- 44.05% |
$2.7M - $2.73M
|
41.9K
$3.45M
|
|
|
May 12, 2025
Q1 2025
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-35.4K- 58.21% |
$2.89M - $2.93M
|
25.4K
$2.09M
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-36K- 65.3% |
$2.95M - $2.98M
|
19.1K
$1.58M
|
|
|
Apr 29, 2025
Q1 2025
|
Dt Investment Partners, LLC
|
SELL
|
- |
-36.1K- 23.81% |
$2.95M - $2.99M
|
116K
$9.51M
|
|
|
May 13, 2025
Q1 2025
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-39.2K- 25.51% |
$3.21M - $3.25M
|
115K
$9.43M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-40.2K- 23.04% |
$3.29M - $3.33M
|
134K
$11M
|
|
|
May 07, 2025
Q1 2025
|
Bearing Point Capital, LLC
Bloomington, MN |
SELL
|
- |
-42.5K- 34.85% |
$3.48M - $3.52M
|
79.5K
$6.55M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-45.5K- 69.21% |
$3.72M - $3.76M
|
20.2K
$1.67M
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-47K- 4.87% |
$3.85M - $3.89M
|
919K
$75.6M
|