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
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-7.4K- 75.31% |
$606K - $612K
|
2.43K
$201K
|
|
|
Apr 16, 2025
Q1 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
SELL
|
- |
-7.72K- 30.97% |
$632K - $639K
|
17.2K
$1.42M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
SELL
|
- |
-8.63K- 13.94% |
$706K - $714K
|
53.3K
$4.41M
|
|
|
Apr 10, 2025
Q1 2025
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
SELL
|
- |
-9.38K- 12.18% |
$767K - $776K
|
67.6K
$5.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Compass Planning Associates Inc
Greenfield, MA |
SELL
|
- |
-9.9K- 80.46% |
$810K - $819K
|
2.4K
$199K
|
|
|
Apr 17, 2025
Q1 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-12.1K- 6.71% |
$987K - $998K
|
168K
$13.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
SELL
|
- |
-17.6K- 6.33% |
$1.44M - $1.46M
|
261K
$21.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-21.8K- 22.5% |
$1.78M - $1.8M
|
75.1K
$6.21M
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-36K- 65.3% |
$2.95M - $2.98M
|
19.1K
$1.58M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-92.3K- 17.67% |
$7.55M - $7.63M
|
430K
$35.6M
|