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 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-505- 3.86% |
$41.3K - $41.8K
|
12.6K
$1.04M
|
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-536- 12.56% |
$43.9K - $44.3K
|
3.73K
$309K
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-623- 2.01% |
$51K - $51.5K
|
30.4K
$2.52M
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-674- 3.66% |
$55.2K - $55.8K
|
17.8K
$1.47M
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-684- 10.8% |
$56K - $56.6K
|
5.65K
$467K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-699- 1.76% |
$57.2K - $57.8K
|
39K
$3.23M
|
|
|
Apr 11, 2025
Q1 2025
|
Life Guide Financial Advisors, LLC
|
SELL
|
- |
-710- 2.49% |
$58.1K - $58.7K
|
27.8K
$2.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-732- 0.79% |
$59.9K - $60.6K
|
91.7K
$7.59M
|
|
|
Apr 14, 2025
Q1 2025
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-772- 3.48% |
$63.2K - $63.9K
|
21.4K
$1.77M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-801- 5.23% |
$65.5K - $66.3K
|
14.5K
$1.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-868- 2.75% |
$71K - $71.8K
|
30.7K
$2.54M
|
|
|
Apr 14, 2025
Q1 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
SELL
|
- |
-877- 10.24% |
$71.8K - $72.6K
|
7.69K
$636K
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-894- 9.64% |
$73.2K - $74K
|
8.38K
$694K
|
|
|
Apr 15, 2025
Q1 2025
|
Martin Capital Partners, LLC
|
SELL
|
- |
-947- 3.02% |
$77.5K - $78.3K
|
30.4K
$2.52M
|
|
|
Apr 15, 2025
Q1 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-990- 27.05% |
$81K - $81.9K
|
2.67K
$221K
|
|
|
Apr 14, 2025
Q1 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-1.08K- 2.31% |
$88.5K - $89.4K
|
45.8K
$3.79M
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-1.09K- 7.4% |
$89.4K - $90.4K
|
13.7K
$1.13M
|
|
|
Apr 10, 2025
Q1 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-1.18K- 2.94% |
$96.6K - $97.6K
|
39K
$3.22M
|
|
|
Apr 16, 2025
Q1 2025
|
Family Wealth Partners, LLC
Matthews, NC |
SELL
|
- |
-1.18K- 3.63% |
$96.8K - $97.9K
|
31.4K
$2.6M
|
|
|
Apr 18, 2025
Q1 2025
|
Cushing Capital Partners, LLC
Delafield, WI |
SELL
|
- |
-1.22K- 25.62% |
$99.9K - $101K
|
3.54K
$293K
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-1.26K- 27.53% |
$103K - $104K
|
3.31K
$274K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-1.34K- 25.65% |
$110K - $111K
|
3.89K
$322K
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
SELL
|
- |
-1.54K- 12.09% |
$126K - $127K
|
11.2K
$924K
|
|
|
Apr 01, 2025
Q1 2025
|
Modus Advisors, LLC
|
SELL
|
- |
-1.65K- 2.37% |
$135K - $137K
|
67.9K
$5.62M
|
|
|
Apr 17, 2025
Q1 2025
|
Cypress Advisory Group LLC
Scottsdale, AZ |
SELL
|
- |
-1.68K- 6.69% |
$137K - $139K
|
23.4K
$1.93M
|
|
|
Apr 16, 2025
Q1 2025
|
Retirement Financial Solutions, LLC
Knoxville, TN |
SELL
|
- |
-1.9K- 3.75% |
$155K - $157K
|
48.6K
$4.02M
|
|
|
Apr 16, 2025
Q1 2025
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-2.14K- 1.45% |
$175K - $177K
|
145K
$12M
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-2.14K- 29.96% |
$175K - $177K
|
5.01K
$414K
|
|
|
Apr 15, 2025
Q1 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-2.18K- 34.05% |
$178K - $180K
|
4.22K
$349K
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-2.3K- 41.73% |
$188K - $190K
|
3.21K
$266K
|
|
|
Apr 16, 2025
Q1 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-2.3K- 7.24% |
$188K - $191K
|
29.5K
$2.44M
|
|
|
Apr 11, 2025
Q1 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-2.35K- 37.41% |
$192K - $195K
|
3.94K
$326K
|
|
|
Apr 10, 2025
Q1 2025
|
Bay Rivers Group
|
SELL
|
- |
-2.46K- 34.51% |
$201K - $203K
|
4.66K
$386K
|
|
|
Apr 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
SELL
|
- |
-2.46K- 20.34% |
$201K - $203K
|
9.63K
$797K
|
|
|
Apr 10, 2025
Q1 2025
|
Veracity Capital LLC
|
SELL
|
- |
-2.47K- 13.11% |
$202K - $204K
|
16.4K
$1.35M
|
|
|
Apr 17, 2025
Q1 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-2.5K- 4.24% |
$204K - $207K
|
56.4K
$4.67M
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-2.64K- 7.19% |
$216K - $218K
|
34K
$2.82M
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-2.68K- 37.32% |
$219K - $222K
|
4.5K
$373K
|
|
|
Apr 17, 2025
Q1 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-2.77K- 4.83% |
$226K - $229K
|
54.5K
$4.51M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-2.98K- 3.25% |
$244K - $247K
|
88.7K
$7.34M
|
|
|
Apr 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-3.47K- 43.65% |
$284K - $287K
|
4.48K
$371K
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-3.58K- 37.34% |
$293K - $296K
|
6K
$497K
|
|
|
Apr 04, 2025
Q1 2025
|
Farmers Trust CO
|
SELL
|
- |
-3.6K- 21.42% |
$295K - $298K
|
13.2K
$1.09M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-3.82K- 14.54% |
$313K - $316K
|
22.5K
$1.86M
|
|
|
Apr 16, 2025
Q1 2025
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-4K- 28.03% |
$328K - $331K
|
10.3K
$851K
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-4.02K- 6.24% |
$329K - $333K
|
60.4K
$5M
|
|
|
Apr 09, 2025
Q1 2025
|
Freestate Advisors LLC
Overland Park, KS |
SELL
|
- |
-4.74K- 18.44% |
$388K - $392K
|
21K
$1.74M
|
|
|
Apr 10, 2025
Q1 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-5.11K- 19.88% |
$418K - $423K
|
20.6K
$1.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-5.3K- 62.95% |
$434K - $439K
|
3.12K
$258K
|
|
|
Apr 15, 2025
Q1 2025
|
Stephens Group Asset Management, LLC
|
SELL
|
- |
-6.09K- 63.47% |
$499K - $504K
|
3.51K
$290K
|