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 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
64.5K+ 30.55% |
$5.28M - $5.34M
|
276K
$22.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
64.2K+ 18.88% |
$5.25M - $5.31M
|
404K
$33.3M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
63.9K+ 37.84% |
$5.23M - $5.29M
|
233K
$19.2M
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
63.8K+ 14.58% |
$5.22M - $5.28M
|
502K
$41.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
62.4K+ 27.67% |
$5.1M - $5.16M
|
288K
$23.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
62K+ 1514.41% |
$5.07M - $5.13M
|
66.1K
$5.44M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
61.6K+ 22.15% |
$5.04M - $5.1M
|
340K
$28M
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
58.3KNew |
$4.77M - $4.82M
|
58.3K
$4.8M
|
|
|
May 01, 2025
Q1 2025
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
57.2K+ 774.53% |
$4.68M - $4.73M
|
64.6K
$5.31M
|
|
|
Apr 11, 2025
Q1 2025
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
56.6K+ 35.3% |
$4.63M - $4.68M
|
217K
$17.8M
|
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
53K+ 5.06% |
$4.34M - $4.38M
|
1.1M
$90.5M
|
|
|
Apr 11, 2025
Q1 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
50.5KNew |
$4.13M - $4.18M
|
50.5K
$4.16M
|
|
|
May 15, 2025
Q1 2025
|
Amundi
Paris, I0 |
BUY
|
- |
50K+ 8.06% |
$4.09M - $4.14M
|
670K
$55.2M
|
|
|
May 20, 2025
Q1 2025
|
Cbm Financial, LLC
Austin, TX |
BUY
|
- |
47.8KNew |
$3.91M - $3.96M
|
47.8K
$3.93M
|
|
|
May 13, 2025
Q1 2025
|
Leuthold Group, LLC
|
BUY
|
- |
45.9K+ 38.31% |
$3.76M - $3.8M
|
166K
$13.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
43.7K+ 138.59% |
$3.58M - $3.62M
|
75.2K
$6.19M
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
43.3KNew |
$3.55M - $3.59M
|
43.3K
$3.57M
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
42.4KNew |
$3.47M - $3.51M
|
42.4K
$3.49M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
41.7K+ 150.15% |
$3.42M - $3.45M
|
69.5K
$5.72M
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
41.7K+ 195.31% |
$3.41M - $3.45M
|
63.1K
$5.19M
|
|
|
May 15, 2025
Q1 2025
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
41.2KNew |
$3.37M - $3.41M
|
41.2K
$3.39M
|
|
|
May 15, 2025
Q1 2025
|
Alamar Capital Management, LLC
|
BUY
|
- |
40.6K+ 182.12% |
$3.32M - $3.36M
|
62.8K
$5.17M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
39K+ 13.07% |
$3.19M - $3.23M
|
337K
$27.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
38.7K+ 721.33% |
$3.17M - $3.2M
|
44.1K
$3.63M
|
|
|
Apr 14, 2025
Q1 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
38.4K+ 110.09% |
$3.14M - $3.18M
|
73.3K
$6.03M
|
|
|
May 05, 2025
Q1 2025
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
34.2K+ 56.25% |
$2.8M - $2.83M
|
94.9K
$7.81M
|
|
|
Apr 21, 2025
Q1 2025
|
Cabot Wealth Management Inc
|
BUY
|
- |
33.7K+ 56.2% |
$2.76M - $2.79M
|
93.6K
$7.7M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
30.8K+ 36.24% |
$2.52M - $2.55M
|
116K
$9.53M
|
|
|
Apr 25, 2025
Q1 2025
|
Rovin Capital
|
BUY
|
- |
29K+ 28.35% |
$2.37M - $2.4M
|
131K
$10.8M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
28.5K+ 222.45% |
$2.33M - $2.35M
|
41.2K
$3.39M
|
|
|
May 14, 2025
Q1 2025
|
Oak Associates LTD
Akron, OH |
BUY
|
- |
27.4KNew |
$2.24M - $2.27M
|
27.4K
$2.25M
|
|
|
May 13, 2025
Q1 2025
|
Prudential PLC
London, England, X0 |
BUY
|
- |
27.3K+ 757.06% |
$2.23M - $2.25M
|
30.9K
$2.54M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
26.5K+ 25.45% |
$2.17M - $2.2M
|
131K
$10.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
26.3K+ 17.7% |
$2.15M - $2.17M
|
175K
$14.4M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
25.9K+ 221.22% |
$2.12M - $2.14M
|
37.6K
$3.1M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
24.5K+ 14.89% |
$2.01M - $2.03M
|
189K
$15.6M
|
|
|
May 15, 2025
Q1 2025
|
Irenic Capital Management LP
New York, NY |
BUY
|
- |
24K+ 400.0% |
$1.96M - $1.99M
|
30K
$2.47M
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
23.5KNew |
$1.93M - $1.95M
|
23.5K
$1.94M
|
|
|
May 15, 2025
Q1 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
23.4KNew |
$1.92M - $1.94M
|
23.4K
$1.93M
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
23.4K+ 27.09% |
$1.91M - $1.93M
|
110K
$9.02M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
23K+ 6.77% |
$1.88M - $1.9M
|
363K
$29.9M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
23K+ 226.6% |
$1.88M - $1.9M
|
33.1K
$2.73M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
22.8K+ 28.78% |
$1.87M - $1.89M
|
102K
$8.41M
|
|
|
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
22.7K+ 135.14% |
$1.86M - $1.88M
|
39.6K
$3.26M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
22.7K+ 89.96% |
$1.86M - $1.88M
|
47.9K
$3.94M
|
|
|
May 12, 2025
Q1 2025
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
22.7KNew |
$1.86M - $1.88M
|
22.7K
$1.87M
|
|
|
May 12, 2025
Q1 2025
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
21.9K+ 106.83% |
$1.79M - $1.81M
|
42.4K
$3.49M
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
21.5KNew |
$1.76M - $1.78M
|
21.5K
$1.77M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
21.2K+ 22.5% |
$1.73M - $1.75M
|
115K
$9.49M
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
20.3K+ 481.82% |
$1.66M - $1.68M
|
24.5K
$2.01M
|