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
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
3.47K+ 4.89% |
$284K - $287K
|
74.3K
$6.14M
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
3.45K+ 163.58% |
$282K - $285K
|
5.55K
$458K
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
3.45KNew |
$282K - $285K
|
3.45K
$284K
|
|
|
May 14, 2025
Q1 2025
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
3.33KNew |
$273K - $276K
|
3.33K
$275K
|
|
|
May 13, 2025
Q1 2025
|
Seaview Investment Managers LLC
|
BUY
|
- |
3.29KNew |
$269K - $272K
|
3.29K
$272K
|
|
|
May 07, 2025
Q1 2025
|
Financial Management Network Inc
|
BUY
|
- |
3.29K+ 10.31% |
$269K - $272K
|
35.2K
$2.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3.28K+ 70.67% |
$268K - $271K
|
7.92K
$654K
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
3.28K+ 3.05% |
$268K - $271K
|
111K
$9.15M
|
|
|
Apr 10, 2025
Q1 2025
|
Boltwood Capital Management
|
BUY
|
- |
3.21K+ 4.43% |
$263K - $265K
|
75.7K
$6.25M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
3.18K+ 14.22% |
$261K - $263K
|
25.6K
$2.11M
|
|
|
May 12, 2025
Q1 2025
|
Ballast, Inc.
|
BUY
|
- |
3.18K+ 2.1% |
$260K - $263K
|
154K
$12.7M
|
|
|
May 02, 2025
Q1 2025
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
3.17KNew |
$259K - $262K
|
3.17K
$261K
|
|
|
Apr 16, 2025
Q1 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
3.14K+ 5.18% |
$257K - $260K
|
63.8K
$5.27M
|
|
|
May 01, 2025
Q1 2025
|
Dock Street Asset Management Inc
|
BUY
|
- |
3.09K+ 2.72% |
$253K - $256K
|
117K
$9.63M
|
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
3.08K+ 10.77% |
$252K - $254K
|
31.6K
$2.61M
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
3.07KNew |
$251K - $254K
|
3.07K
$253K
|
|
|
May 15, 2025
Q1 2025
|
Insight Wealth Partners, LLC
|
BUY
|
- |
3.05KNew |
$249K - $252K
|
3.05K
$251K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
3K+ 0.98% |
$246K - $248K
|
308K
$25.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Money Design Co.,Ltd.
|
BUY
|
- |
3K+ 2.19% |
$245K - $248K
|
140K
$11.5M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
2.99K+ 33.03% |
$245K - $247K
|
12K
$994K
|
|
|
May 14, 2025
Q1 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
2.97KNew |
$243K - $246K
|
2.97K
$245K
|
|
|
May 14, 2025
Q1 2025
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
2.97KNew |
$243K - $245K
|
2.97K
$245K
|
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
2.97K+ 148.37% |
$243K - $245K
|
4.97K
$410K
|
|
|
May 15, 2025
Q1 2025
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
2.95KNew |
$241K - $244K
|
2.95K
$243K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.92K+ 7.6% |
$239K - $241K
|
41.3K
$3.41M
|
|
|
Apr 29, 2025
Q1 2025
|
One Day In July LLC
|
BUY
|
- |
2.89K+ 6.02% |
$237K - $239K
|
50.9K
$4.2M
|
|
|
May 02, 2025
Q1 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
2.89K+ 15.97% |
$237K - $239K
|
21K
$1.73M
|
|
|
Apr 24, 2025
Q1 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
2.86KNew |
$234K - $237K
|
2.86K
$236K
|
|
|
May 08, 2025
Q1 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
2.84KNew |
$232K - $235K
|
2.84K
$234K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
2.8K+ 23.83% |
$229K - $232K
|
14.6K
$1.2M
|
|
|
May 01, 2025
Q1 2025
|
Pointe Capital Management LLC
|
BUY
|
- |
2.79K+ 3.38% |
$228K - $231K
|
85.3K
$7.04M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.75K+ 12.22% |
$225K - $228K
|
25.3K
$2.09M
|
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
2.72KNew |
$223K - $225K
|
2.72K
$225K
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.71KNew |
$222K - $224K
|
2.71K
$224K
|
|
|
Apr 23, 2025
Q1 2025
|
Omnia Family Wealth, LLC
|
BUY
|
- |
2.71KNew |
$221K - $224K
|
2.71K
$223K
|
|
|
Apr 16, 2025
Q1 2025
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
2.7KNew |
$221K - $223K
|
2.7K
$223K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.66K+ 8.79% |
$218K - $220K
|
32.9K
$2.72M
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Life Advisors
|
BUY
|
- |
2.63KNew |
$216K - $218K
|
2.63K
$217K
|
|
|
May 15, 2025
Q1 2025
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
2.62KNew |
$214K - $217K
|
2.62K
$216K
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
BUY
|
- |
2.61K+ 50.57% |
$213K - $216K
|
7.77K
$641K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
2.6KNew |
$212K - $215K
|
2.6K
$214K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.59K+ 2.26% |
$212K - $214K
|
117K
$9.67M
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
2.58K+ 16.78% |
$211K - $213K
|
17.9K
$1.48M
|
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
BUY
|
- |
2.58K+ 3.58% |
$211K - $213K
|
74.6K
$6.16M
|
|
|
May 05, 2025
Q1 2025
|
West Wealth Group, LLC
|
BUY
|
- |
2.57KNew |
$210K - $213K
|
2.57K
$212K
|
|
|
Apr 30, 2025
Q1 2025
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
2.56K+ 8.32% |
$209K - $212K
|
33.3K
$2.75M
|
|
|
May 14, 2025
Q1 2025
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
2.54K+ 7.24% |
$208K - $210K
|
37.6K
$3.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
2.52K+ 9.84% |
$206K - $208K
|
28.1K
$2.32M
|
|
|
Apr 21, 2025
Q1 2025
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
2.51KNew |
$205K - $207K
|
2.51K
$207K
|
|
|
May 13, 2025
Q1 2025
|
Strong Box Wealth, LLC
|
BUY
|
- |
2.5K+ 1.92% |
$204K - $207K
|
133K
$10.9M
|