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 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
20.3K+ 7.21% |
$1.66M - $1.68M
|
301K
$24.8M
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
20K+ 27.44% |
$1.63M - $1.65M
|
92.8K
$7.63M
|
|
|
May 08, 2025
Q1 2025
|
Ssa Swiss Advisors Ag
Zurich, |
BUY
|
- |
20KNew |
$1.63M - $1.65M
|
20K
$1.64M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
BUY
|
- |
20K+ 3.1% |
$1.63M - $1.65M
|
664K
$54.7M
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
19.8K+ 50.94% |
$1.62M - $1.64M
|
58.6K
$4.82M
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
19.5K+ 23.33% |
$1.59M - $1.61M
|
103K
$8.48M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
19.5K+ 9.3% |
$1.59M - $1.61M
|
229K
$18.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
BUY
|
- |
19.4K+ 2.25% |
$1.58M - $1.6M
|
881K
$72.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
19.3K+ 3.56% |
$1.58M - $1.6M
|
561K
$46.2M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
18.1KNew |
$1.48M - $1.5M
|
18.1K
$1.49M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
18.1K+ 13.75% |
$1.48M - $1.49M
|
149K
$12.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
17.5K+ 166.5% |
$1.44M - $1.45M
|
28.1K
$2.31M
|
|
|
May 14, 2025
Q1 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
17.4K+ 5.03% |
$1.42M - $1.44M
|
363K
$29.9M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
17.2K+ 37.76% |
$1.41M - $1.42M
|
62.7K
$5.16M
|
|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
16.8K+ 13.13% |
$1.37M - $1.39M
|
145K
$11.9M
|
|
|
May 14, 2025
Q1 2025
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
16.3K+ 16.21% |
$1.34M - $1.35M
|
117K
$9.63M
|
|
|
May 13, 2025
Q1 2025
|
Moment Partners, LLC
San Francisco, CA |
BUY
|
- |
16.1K+ 5.94% |
$1.32M - $1.33M
|
288K
$23.7M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
15.9K+ 6.76% |
$1.3M - $1.31M
|
250K
$20.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
15.7K+ 58.47% |
$1.29M - $1.3M
|
42.6K
$3.51M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
15.6K+ 7.02% |
$1.28M - $1.29M
|
238K
$19.6M
|
|
|
May 14, 2025
Q1 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
15.3K+ 370.73% |
$1.25M - $1.26M
|
19.4K
$1.59M
|
|
|
Apr 21, 2025
Q1 2025
|
Arrow Investment Advisors, LLC
Laurel, MD |
BUY
|
- |
15.1KNew |
$1.24M - $1.25M
|
15.1K
$1.25M
|
|
|
May 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
BUY
|
- |
15.1KNew |
$1.23M - $1.25M
|
15.1K
$1.24M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
14.9K+ 11.52% |
$1.22M - $1.24M
|
145K
$11.9M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
14.8KNew |
$1.21M - $1.22M
|
14.8K
$1.22M
|
|
|
Apr 24, 2025
Q1 2025
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
14.6KNew |
$1.19M - $1.21M
|
14.6K
$1.2M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
14.3K+ 7.89% |
$1.17M - $1.19M
|
196K
$16.1M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
14.3K+ 346.76% |
$1.17M - $1.18M
|
18.4K
$1.52M
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
14.2K+ 9.5% |
$1.16M - $1.18M
|
164K
$13.5M
|
|
|
May 06, 2025
Q1 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
14.1K+ 7.33% |
$1.15M - $1.17M
|
206K
$17M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
14K+ 21.34% |
$1.15M - $1.16M
|
79.7K
$6.56M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
13.4K+ 4.99% |
$1.09M - $1.11M
|
281K
$23.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
13.2K+ 150.99% |
$1.08M - $1.09M
|
22K
$1.81M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
12.9K+ 66.3% |
$1.05M - $1.07M
|
32.3K
$2.66M
|
|
|
May 12, 2025
Q1 2025
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
12.7KNew |
$1.04M - $1.05M
|
12.7K
$1.05M
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
12.7K+ 11.7% |
$1.04M - $1.05M
|
121K
$9.98M
|
|
|
May 15, 2025
Q1 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
12.5K+ 14.29% |
$1.03M - $1.04M
|
100K
$8.24M
|
|
|
May 06, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
12.1KNew |
$987K - $997K
|
12.1K
$992K
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
12K+ 181.74% |
$983K - $994K
|
18.6K
$1.53M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
11.8K+ 232.16% |
$962K - $972K
|
16.8K
$1.38M
|
|
|
May 08, 2025
Q1 2025
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
BUY
|
- |
11.6KNew |
$952K - $962K
|
11.6K
$957K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
11.5K+ 32.27% |
$943K - $953K
|
47.2K
$3.89M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
11.3K+ 4.49% |
$926K - $936K
|
263K
$21.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
11.2K+ 23.76% |
$921K - $931K
|
58.6K
$4.82M
|
|
|
Apr 28, 2025
Q1 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
11.2K+ 12.52% |
$917K - $927K
|
101K
$8.29M
|
|
|
May 02, 2025
Q1 2025
|
Future You Wealth LLC
New York, NY |
BUY
|
- |
11K+ 12.67% |
$899K - $909K
|
97.6K
$8.03M
|
|
|
May 14, 2025
Q1 2025
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
10.9K+ 125.6% |
$889K - $899K
|
19.5K
$1.61M
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
10.8K+ 3.22% |
$882K - $892K
|
346K
$28.5M
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
10.7K+ 17.06% |
$874K - $884K
|
73.3K
$6.03M
|
|
|
May 09, 2025
Q1 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
10.5K+ 124.71% |
$863K - $873K
|
19K
$1.56M
|