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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2025
Q1 2025
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
10.5K+ 16.28% |
$862K - $871K
|
75.2K
$6.19M
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
BUY
|
- |
10.5K+ 10.47% |
$861K - $871K
|
111K
$9.14M
|
|
|
Apr 22, 2025
Q1 2025
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
10.4K+ 22.06% |
$849K - $858K
|
57.4K
$4.72M
|
|
|
May 14, 2025
Q1 2025
|
Broyhill Asset Management
Charlotte, NC |
BUY
|
- |
10.1K+ 8.18% |
$830K - $839K
|
134K
$11M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
10.1KNew |
$829K - $838K
|
10.1K
$834K
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
10.1K+ 87.48% |
$826K - $835K
|
21.6K
$1.78M
|
|
|
Apr 10, 2025
Q1 2025
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
9.83K+ 27.52% |
$804K - $813K
|
45.5K
$3.75M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
9.8KNew |
$802K - $811K
|
9.8K
$807K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
9.77K+ 15.16% |
$800K - $809K
|
74.2K
$6.11M
|
|
|
May 08, 2025
Q1 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
9.77K+ 195.67% |
$800K - $808K
|
14.8K
$1.22M
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
9.42K+ 55.87% |
$771K - $779K
|
26.3K
$2.16M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
9.25K+ 34.66% |
$757K - $765K
|
35.9K
$2.96M
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
9.24K+ 19.0% |
$756K - $765K
|
57.9K
$4.76M
|
|
|
Apr 14, 2025
Q1 2025
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
9.22K+ 39.72% |
$754K - $762K
|
32.4K
$2.67M
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
9.16KNew |
$750K - $758K
|
9.16K
$754K
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
9.13K+ 15.98% |
$747K - $756K
|
66.3K
$5.46M
|
|
|
Apr 28, 2025
Q1 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
9.11K+ 190.54% |
$745K - $753K
|
13.9K
$1.14M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
8.89K+ 36.61% |
$728K - $736K
|
33.2K
$2.73M
|
|
|
Apr 08, 2025
Q1 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
8.85KNew |
$724K - $732K
|
8.85K
$729K
|
|
|
May 07, 2025
Q1 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
8.7K+ 22.08% |
$712K - $719K
|
48.1K
$3.96M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
8.65K+ 1.08% |
$708K - $715K
|
809K
$66.6M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
8.55KNew |
$700K - $708K
|
8.55K
$704K
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
8.41K+ 2.2% |
$689K - $696K
|
391K
$32.2M
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
8.26K+ 1.58% |
$676K - $683K
|
531K
$43.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
8.15K+ 101912.5% |
$667K - $674K
|
8.16K
$672K
|
|
|
May 07, 2025
Q1 2025
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
8.14K+ 10.02% |
$666K - $673K
|
89.3K
$7.35M
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
8.14KNew |
$666K - $673K
|
8.14K
$669K
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
7.95K+ 7.74% |
$650K - $657K
|
111K
$9.1M
|
|
|
May 05, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
7.85K+ 78.47% |
$642K - $649K
|
17.8K
$1.47M
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
7.61K+ 69.47% |
$623K - $630K
|
18.6K
$1.53M
|
|
|
Apr 16, 2025
Q1 2025
|
Aries Wealth Management
|
BUY
|
- |
7.6K+ 29.11% |
$621K - $628K
|
33.7K
$2.77M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
7.56KNew |
$619K - $626K
|
7.56K
$622K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
7.52K+ 56.16% |
$615K - $622K
|
20.9K
$1.72M
|
|
|
May 15, 2025
Q1 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
7.48KNew |
$612K - $619K
|
7.48K
$616K
|
|
|
Apr 18, 2025
Q1 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
7.38KNew |
$604K - $611K
|
7.38K
$608K
|
|
|
Apr 21, 2025
Q1 2025
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
BUY
|
- |
7.38KNew |
$604K - $611K
|
7.38K
$607K
|
|
|
May 13, 2025
Q1 2025
|
Camden National Bank
Camden, ME |
BUY
|
- |
7.31K+ 6.22% |
$598K - $605K
|
125K
$10.3M
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
7.2K+ 30.96% |
$589K - $595K
|
30.4K
$2.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
7.15KNew |
$585K - $591K
|
7.15K
$588K
|
|
|
Apr 24, 2025
Q1 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
7KNew |
$573K - $579K
|
7K
$576K
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
7KNew |
$572K - $579K
|
7K
$576K
|
|
|
May 13, 2025
Q1 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
6.83K+ 11.57% |
$558K - $565K
|
65.8K
$5.42M
|
|
|
Apr 22, 2025
Q1 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
6.64K+ 138.0% |
$543K - $549K
|
11.4K
$942K
|
|
|
Apr 28, 2025
Q1 2025
|
Sterling Manor Financial, LLC
|
BUY
|
- |
6.56K+ 9.48% |
$537K - $543K
|
75.8K
$6.24M
|
|
|
May 14, 2025
Q1 2025
|
Eisler Capital Management Ltd.
London, X0 |
BUY
|
- |
6.52KNew |
$533K - $539K
|
6.52K
$536K
|
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
6.46K+ 13.9% |
$528K - $534K
|
52.9K
$4.35M
|
|
|
Apr 23, 2025
Q1 2025
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
6.27K+ 9.39% |
$513K - $518K
|
73K
$6.01M
|
|
|
May 14, 2025
Q1 2025
|
Vega Investment Solutions
Paris, I0 |
BUY
|
- |
6.25KNew |
$512K - $517K
|
6.25K
$514K
|
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
6.23K+ 182.52% |
$510K - $516K
|
9.65K
$794K
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
6.16K+ 181.09% |
$504K - $509K
|
9.56K
$786K
|