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 17, 2025
Q1 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
2.52K+ 9.84% |
$206K - $208K
|
28.1K
$2.32M
|
|
|
Apr 16, 2025
Q1 2025
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
2.49KNew |
$204K - $206K
|
2.49K
$206K
|
|
|
Apr 10, 2025
Q1 2025
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
1.9K+ 3.51% |
$155K - $157K
|
55.9K
$4.63M
|
|
|
Apr 10, 2025
Q1 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
1.75K+ 20.39% |
$143K - $145K
|
10.3K
$854K
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
1.72K+ 5.31% |
$141K - $143K
|
34.1K
$2.83M
|
|
|
Apr 02, 2025
Q1 2025
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
1.54K+ 1.72% |
$126K - $127K
|
91.2K
$7.55M
|
|
|
Apr 08, 2025
Q1 2025
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
1.54K+ 2.09% |
$126K - $127K
|
75.1K
$6.22M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.4K+ 5.35% |
$114K - $115K
|
27.5K
$2.27M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1.31K+ 5.65% |
$107K - $108K
|
24.5K
$2.03M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1.28K+ 517.81% |
$105K - $106K
|
1.53K
$126K
|
|
|
Apr 15, 2025
Q1 2025
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
1.17K+ 1.51% |
$95.4K - $96.5K
|
78.6K
$6.5M
|
|
|
Apr 08, 2025
Q1 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
930+ 6.35% |
$76.1K - $76.9K
|
15.6K
$1.29M
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
913+ 1.13% |
$74.7K - $75.5K
|
82K
$6.79M
|
|
|
Apr 14, 2025
Q1 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
836+ 5.67% |
$68.4K - $69.2K
|
15.6K
$1.29M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
768+ 26.83% |
$62.8K - $63.5K
|
3.63K
$300K
|
|
|
Apr 18, 2025
Q1 2025
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
700+ 22.08% |
$57.3K - $57.9K
|
3.87K
$320K
|
|
|
Apr 17, 2025
Q1 2025
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
685+ 4.4% |
$56.1K - $56.7K
|
16.3K
$1.35M
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
661+ 2.13% |
$54.1K - $54.7K
|
31.7K
$2.63M
|
|
|
Apr 14, 2025
Q1 2025
|
Single Point Partners, LLC
|
BUY
|
- |
570+ 1.59% |
$46.6K - $47.2K
|
36.5K
$3.02M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
484+ 14.63% |
$39.6K - $40K
|
3.79K
$314K
|
|
|
Apr 14, 2025
Q1 2025
|
Greenspring Advisors, LLC
|
BUY
|
- |
475+ 2.24% |
$38.9K - $39.3K
|
21.6K
$1.79M
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
470New |
$38.5K - $38.9K
|
470
$38.9K
|
|
|
Apr 11, 2025
Q1 2025
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
400+ 5.4% |
$32.7K - $33.1K
|
7.81K
$646K
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
399+ 0.47% |
$32.7K - $33K
|
85.6K
$7.08M
|
|
|
Apr 16, 2025
Q1 2025
|
Rockland Trust CO
|
BUY
|
- |
393+ 3.1% |
$32.2K - $32.5K
|
13.1K
$1.08M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
392+ 0.81% |
$32.1K - $32.4K
|
48.5K
$4.01M
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
BUY
|
- |
390+ 18.34% |
$31.9K - $32.3K
|
2.52K
$208K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
374+ 575.38% |
$30.6K - $30.9K
|
439
$36.3K
|
|
|
Apr 11, 2025
Q1 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
369+ 2.0% |
$30.2K - $30.5K
|
18.8K
$1.55M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
366+ 1.15% |
$29.9K - $30.3K
|
32.3K
$2.67M
|
|
|
Apr 09, 2025
Q1 2025
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
350+ 1.24% |
$28.6K - $29K
|
28.5K
$2.36M
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
347+ 15.11% |
$28.4K - $28.7K
|
2.64K
$219K
|
|
|
Apr 11, 2025
Q1 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
314New |
$25.7K - $26K
|
314
$26K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
298New |
$24.4K - $24.7K
|
298
$24.7K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
288+ 1.85% |
$23.6K - $23.8K
|
15.9K
$1.31M
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
250+ 30.53% |
$20.5K - $20.7K
|
1.07K
$88.5K
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
233+ 4.19% |
$19.1K - $19.3K
|
5.79K
$479K
|
|
|
Apr 08, 2025
Q1 2025
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
226+ 1.02% |
$18.5K - $18.7K
|
22.4K
$1.85M
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
226New |
$18.5K - $18.7K
|
226
$18.7K
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
146+ 5.74% |
$11.9K - $12.1K
|
2.69K
$223K
|
|
|
Apr 11, 2025
Q1 2025
|
A. D. Beadell Investment Counsel, Inc.
|
BUY
|
- |
127+ 2.35% |
$10.4K - $10.5K
|
5.53K
$457K
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
BUY
|
- |
117+ 0.38% |
$9.57K - $9.68K
|
30.9K
$2.56M
|
|
|
Apr 08, 2025
Q1 2025
|
Stolper CO
|
BUY
|
- |
98+ 1.22% |
$8.02K - $8.11K
|
8.12K
$672K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
84+ 0.81% |
$6.87K - $6.95K
|
10.4K
$864K
|
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
BUY
|
- |
82+ 1.91% |
$6.71K - $6.78K
|
4.37K
$361K
|
|
|
Apr 18, 2025
Q1 2025
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
48+ 1.78% |
$3.93K - $3.97K
|
2.74K
$227K
|
|
|
Apr 09, 2025
Q1 2025
|
Twele Capital Management, Inc.
|
BUY
|
- |
40+ 0.76% |
$3.27K - $3.31K
|
5.34K
$442K
|
|
|
Apr 18, 2025
Q1 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
28+ 0.63% |
$2.29K - $2.32K
|
4.44K
$367K
|
|
|
Apr 16, 2025
Q1 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
26+ 0.61% |
$2.13K - $2.15K
|
4.28K
$354K
|
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
26+ 0.61% |
$2.13K - $2.15K
|
4.28K
$354K
|