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 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
22+ 0.65% |
$1.8K - $1.82K
|
3.42K
$283K
|
|
Apr 11, 2025
Q1 2025
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
20+ 0.38% |
$1.64K - $1.65K
|
5.34K
$442K
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
19+ 0.44% |
$1.55K - $1.57K
|
4.3K
$356K
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
15+ 0.31% |
$1.23K - $1.24K
|
4.78K
$396K
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
15New |
$1.23K - $1.24K
|
15
$1.24K
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
14+ 0.52% |
$1.15K - $1.16K
|
2.69K
$222K
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
BUY
|
- |
2+ 0.62% |
$164 - $165
|
325
$26.9K
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.02% |
$81.8 - $82.7
|
4.25K
$352K
|
|
Apr 08, 2025
Q1 2025
|
First Community Trust Na
|
SELL
|
- |
-4- 0.02% |
$327 - $331
|
22.8K
$1.89M
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
SELL
|
- |
-5- 0.07% |
$409 - $414
|
6.87K
$569K
|
|
Apr 16, 2025
Q1 2025
|
Biltmore Wealth Management, LLC
|
SELL
|
- |
-8- 0.07% |
$655 - $662
|
11.3K
$939K
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-16- 19.28% |
$1.31K - $1.32K
|
67
$5.54K
|
|
Apr 15, 2025
Q1 2025
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-19- 0.18% |
$1.55K - $1.57K
|
10.7K
$884K
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-20- 0.28% |
$1.64K - $1.65K
|
7.07K
$585K
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-38- 1.91% |
$3.11K - $3.14K
|
1.95K
$162K
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-45- 0.78% |
$3.68K - $3.72K
|
5.72K
$473K
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-47- 10.71% |
$3.85K - $3.89K
|
392
$32.4K
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
SELL
|
- |
-50- 62.5% |
$4.09K - $4.14K
|
30
$2.48K
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-61- 11.71% |
$4.99K - $5.05K
|
460
$38.1K
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-89- 1.57% |
$7.28K - $7.36K
|
5.58K
$462K
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-97- 2.37% |
$7.94K - $8.02K
|
4K
$331K
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-110- 60.77% |
$9K - $9.1K
|
71
$5.88K
|
|
Apr 14, 2025
Q1 2025
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-113- 6.86% |
$9.25K - $9.35K
|
1.54K
$127K
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-125- 1.97% |
$10.2K - $10.3K
|
6.22K
$515K
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-125- 4.19% |
$10.2K - $10.3K
|
2.86K
$236K
|
|
Apr 07, 2025
Q1 2025
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-127- 1.83% |
$10.4K - $10.5K
|
6.83K
$565K
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-136- 0.25% |
$11.1K - $11.3K
|
53.2K
$4.41M
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-149- 5.0% |
$12.2K - $12.3K
|
2.83K
$234K
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-150- 5.69% |
$12.3K - $12.4K
|
2.49K
$206K
|
|
Apr 14, 2025
Q1 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-156- 1.64% |
$12.8K - $12.9K
|
9.34K
$773K
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-164- 17.94% |
$13.4K - $13.6K
|
750
$62.1K
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-221- 2.34% |
$18.1K - $18.3K
|
9.24K
$765K
|
|
Apr 11, 2025
Q1 2025
|
Hudson Capital Management LLC
|
SELL
|
- |
-223- 6.81% |
$18.2K - $18.4K
|
3.05K
$253K
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-224- 2.19% |
$18.3K - $18.5K
|
9.99K
$827K
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-266- 2.08% |
$21.8K - $22K
|
12.5K
$1.03M
|
|
Apr 09, 2025
Q1 2025
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-293- 0.55% |
$24K - $24.2K
|
53.1K
$4.39M
|
|
Apr 16, 2025
Q1 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-303- 5.81% |
$24.8K - $25.1K
|
4.91K
$406K
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-322- 4.6% |
$26.3K - $26.6K
|
6.68K
$553K
|
|
Apr 08, 2025
Q1 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-327- 1.71% |
$26.8K - $27.1K
|
18.8K
$1.55M
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-350- 4.06% |
$28.6K - $29K
|
8.28K
$685K
|
|
Apr 10, 2025
Q1 2025
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-351- 16.82% |
$28.7K - $29K
|
1.74K
$144K
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-363- 0.28% |
$29.7K - $30K
|
128K
$10.6M
|
|
Apr 08, 2025
Q1 2025
|
J2 Capital Management Inc
|
SELL
|
- |
-379- 10.63% |
$31K - $31.4K
|
3.19K
$264K
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-422- 9.09% |
$34.5K - $34.9K
|
4.22K
$349K
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-441- 14.85% |
$36.1K - $36.5K
|
2.53K
$209K
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-445- 1.03% |
$36.4K - $36.8K
|
42.8K
$3.55M
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-467- 8.69% |
$38.2K - $38.6K
|
4.91K
$406K
|
|
Apr 15, 2025
Q1 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-477- 8.43% |
$39K - $39.5K
|
5.18K
$429K
|
|
Apr 16, 2025
Q1 2025
|
Rmr Wealth Builders
|
SELL
|
- |
-488- 1.63% |
$39.9K - $40.4K
|
29.5K
$2.44M
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-499- 3.72% |
$40.8K - $41.3K
|
12.9K
$1.07M
|