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 28, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
6.13K+ 8173.33% |
$502K - $507K
|
6.21K
$511K
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
6.07KNew |
$497K - $502K
|
6.07K
$499K
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
BUY
|
- |
6.04KNew |
$494K - $499K
|
6.04K
$497K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
5.93K+ 22.73% |
$485K - $491K
|
32K
$2.64M
|
|
|
May 13, 2025
Q1 2025
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
5.91K+ 11.15% |
$483K - $489K
|
58.9K
$4.84M
|
|
|
May 07, 2025
Q1 2025
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
5.81K+ 223.94% |
$475K - $481K
|
8.4K
$691K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
5.81K+ 5.94% |
$475K - $480K
|
104K
$8.52M
|
|
|
May 09, 2025
Q1 2025
|
Allianz Se
Munich, 2M |
BUY
|
- |
5.77K+ 1.92% |
$472K - $478K
|
306K
$25.2M
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
5.72K+ 15.45% |
$468K - $473K
|
42.8K
$3.52M
|
|
|
May 05, 2025
Q1 2025
|
Buckhead Capital Management LLC
|
BUY
|
- |
5.71KNew |
$467K - $472K
|
5.71K
$470K
|
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
5.63KNew |
$460K - $466K
|
5.63K
$463K
|
|
|
May 05, 2025
Q1 2025
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
5.55K+ 148.63% |
$454K - $459K
|
9.29K
$764K
|
|
|
Apr 23, 2025
Q1 2025
|
White Pine Investment CO
|
BUY
|
- |
5.5K+ 4.58% |
$450K - $455K
|
125K
$10.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
5.36K+ 23.13% |
$438K - $443K
|
28.5K
$2.35M
|
|
|
Apr 07, 2025
Q1 2025
|
Welch Group, LLC
|
BUY
|
- |
5.27K+ 26.42% |
$431K - $436K
|
25.2K
$2.07M
|
|
|
Apr 23, 2025
Q1 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
5.22K+ 5.83% |
$427K - $432K
|
94.9K
$7.81M
|
|
|
Apr 15, 2025
Q1 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
4.98K+ 69.33% |
$407K - $412K
|
12.2K
$1M
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
4.94K+ 6.55% |
$404K - $408K
|
80.3K
$6.61M
|
|
|
May 12, 2025
Q1 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
4.93K+ 30.93% |
$403K - $408K
|
20.9K
$1.72M
|
|
|
May 14, 2025
Q1 2025
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
4.88K+ 56.72% |
$399K - $404K
|
13.5K
$1.11M
|
|
|
May 13, 2025
Q1 2025
|
Wealthedge Investment Advisors, LLC
New York, NY |
BUY
|
- |
4.87K+ 16.47% |
$399K - $403K
|
34.4K
$2.83M
|
|
|
Apr 14, 2025
Q1 2025
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
4.86KNew |
$397K - $402K
|
4.86K
$400K
|
|
|
May 15, 2025
Q1 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
4.8KNew |
$392K - $397K
|
4.8K
$395K
|
|
|
Apr 16, 2025
Q1 2025
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
4.64K+ 13.78% |
$379K - $384K
|
38.3K
$3.15M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
4.63K+ 88.81% |
$379K - $383K
|
9.85K
$811K
|
|
|
Apr 24, 2025
Q1 2025
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
4.59K+ 2.01% |
$376K - $380K
|
233K
$19.1M
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
4.54KNew |
$371K - $375K
|
4.54K
$373K
|
|
|
Apr 10, 2025
Q1 2025
|
Edge Wealth Management LLC
|
BUY
|
- |
4.51K+ 1.3% |
$369K - $373K
|
351K
$28.9M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
4.48K+ 105.66% |
$367K - $371K
|
8.72K
$718K
|
|
|
Apr 15, 2025
Q1 2025
|
Latko Wealth Management, Ltd.
Frankfort, IL |
BUY
|
- |
4.46K+ 52.61% |
$365K - $369K
|
12.9K
$1.07M
|
|
|
Apr 17, 2025
Q1 2025
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
4.42K+ 5.52% |
$362K - $366K
|
84.5K
$6.95M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
4.39K+ 7.86% |
$359K - $363K
|
60.2K
$4.96M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
4.37K+ 1.6% |
$358K - $362K
|
277K
$22.8M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
4.37K+ 24.53% |
$358K - $362K
|
22.2K
$1.83M
|
|
|
May 14, 2025
Q1 2025
|
Integras Partners LLC
Alpharetta, GA |
BUY
|
- |
4.21K+ 22.94% |
$344K - $348K
|
22.6K
$1.86M
|
|
|
May 14, 2025
Q1 2025
|
Capital Counsel LLC
New York, NY |
BUY
|
- |
4.2K+ 70.29% |
$344K - $347K
|
10.2K
$837K
|
|
|
May 06, 2025
Q1 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
4.18K+ 0.64% |
$342K - $346K
|
656K
$54M
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
4.12K+ 8.3% |
$337K - $341K
|
53.8K
$4.43M
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
4.02K+ 4.16% |
$329K - $333K
|
101K
$8.28M
|
|
|
May 15, 2025
Q1 2025
|
Discovery Capital Management, LLC
South Norwalk, CT |
BUY
|
- |
3.99K+ 130.66% |
$326K - $330K
|
7.04K
$579K
|
|
|
May 14, 2025
Q1 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
3.91KNew |
$320K - $324K
|
3.91K
$322K
|
|
|
Apr 29, 2025
Q1 2025
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
3.89K+ 2.69% |
$318K - $322K
|
148K
$12.2M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.77K+ 19.43% |
$309K - $312K
|
23.2K
$1.91M
|
|
|
May 02, 2025
Q1 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
3.74KNew |
$306K - $309K
|
3.74K
$308K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
3.63K+ 15.13% |
$297K - $300K
|
27.6K
$2.27M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
3.6KNew |
$295K - $298K
|
3.6K
$296K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
3.55K+ 33.66% |
$290K - $294K
|
14.1K
$1.16M
|
|
|
Apr 25, 2025
Q1 2025
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
3.53K+ 5.04% |
$289K - $292K
|
73.6K
$6.06M
|
|
|
May 01, 2025
Q1 2025
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
3.51K+ 8.46% |
$287K - $290K
|
45K
$3.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
3.48K+ 45.49% |
$285K - $288K
|
11.1K
$916K
|