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
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
2.49KNew |
$204K - $206K
|
2.49K
$205K
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
BUY
|
- |
2.48K+ 82.69% |
$203K - $205K
|
5.48K
$451K
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
2.48KNew |
$203K - $205K
|
2.48K
$204K
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
BUY
|
- |
2.43K+ 6.08% |
$199K - $201K
|
42.5K
$3.5M
|
|
|
May 07, 2025
Q1 2025
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
BUY
|
- |
2.43KNew |
$199K - $201K
|
2.43K
$200K
|
|
|
May 13, 2025
Q1 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
2.38K+ 58.28% |
$194K - $196K
|
6.45K
$531K
|
|
|
May 09, 2025
Q1 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
2.25K+ 12.33% |
$184K - $186K
|
20.5K
$1.69M
|
|
|
May 13, 2025
Q1 2025
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
BUY
|
- |
2.22K+ 9.14% |
$181K - $183K
|
26.5K
$2.18M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.19K+ 2.19% |
$179K - $181K
|
102K
$8.42M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.1K+ 11.0% |
$172K - $173K
|
21.1K
$1.74M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.09K+ 2.32% |
$171K - $173K
|
92.1K
$7.58M
|
|
|
May 06, 2025
Q1 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
2.06K+ 32.0% |
$169K - $170K
|
8.5K
$699K
|
|
|
May 02, 2025
Q1 2025
|
Ndwm LLC
La Jolla, CA |
BUY
|
- |
1.96K+ 11.17% |
$160K - $162K
|
19.5K
$1.6M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.94K+ 49.15% |
$159K - $160K
|
5.88K
$484K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.92K+ 13.91% |
$157K - $159K
|
15.7K
$1.29M
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
BUY
|
- |
1.92K+ 7.0% |
$157K - $159K
|
29.4K
$2.42M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.92K+ 36.55% |
$157K - $159K
|
7.17K
$590K
|
|
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
1.91K+ 1.08% |
$156K - $158K
|
180K
$14.8M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Partners Inc.
Toronto, Z4 |
BUY
|
- |
1.9K+ 19.2% |
$156K - $157K
|
11.8K
$972K
|
|
|
Apr 10, 2025
Q1 2025
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
1.9K+ 3.51% |
$155K - $157K
|
55.9K
$4.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
1.89K+ 21.46% |
$154K - $156K
|
10.7K
$879K
|
|
|
May 13, 2025
Q1 2025
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
1.82K+ 10.41% |
$149K - $150K
|
19.3K
$1.59M
|
|
|
Apr 29, 2025
Q1 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
1.81K+ 5.16% |
$148K - $150K
|
37K
$3.04M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.81K+ 6.44% |
$148K - $150K
|
30K
$2.47M
|
|
|
Apr 28, 2025
Q1 2025
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
1.81K+ 3.29% |
$148K - $150K
|
56.7K
$4.66M
|
|
|
Apr 10, 2025
Q1 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
1.75K+ 20.39% |
$143K - $145K
|
10.3K
$849K
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.75K+ 9.54% |
$143K - $144K
|
20K
$1.65M
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
1.72K+ 5.31% |
$141K - $143K
|
34.1K
$2.81M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.68K+ 452.97% |
$137K - $139K
|
2.05K
$168K
|
|
|
May 02, 2025
Q1 2025
|
Hudock, Inc.
|
BUY
|
- |
1.63K+ 5.4% |
$133K - $135K
|
31.8K
$2.61M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
1.6KNew |
$131K - $132K
|
1.6K
$131K
|
|
|
May 15, 2025
Q1 2025
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
1.57K+ 15.73% |
$128K - $130K
|
11.5K
$949K
|
|
|
Apr 02, 2025
Q1 2025
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
1.54K+ 1.72% |
$126K - $127K
|
91.2K
$7.5M
|
|
|
Apr 08, 2025
Q1 2025
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
1.54K+ 2.09% |
$126K - $127K
|
75.1K
$6.18M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.52K+ 12.58% |
$125K - $126K
|
13.6K
$1.12M
|
|
|
Apr 21, 2025
Q1 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
1.45K+ 2.67% |
$118K - $120K
|
55.7K
$4.58M
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
1.42K+ 23.42% |
$116K - $117K
|
7.47K
$615K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.42K+ 1.98% |
$116K - $117K
|
72.8K
$5.99M
|
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
1.41K+ 32.19% |
$115K - $117K
|
5.79K
$476K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.4K+ 5.35% |
$114K - $115K
|
27.5K
$2.26M
|
|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
1.39K+ 4.2% |
$113K - $115K
|
34.4K
$2.83M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.38K+ 30.13% |
$113K - $114K
|
5.96K
$491K
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.35K+ 49.52% |
$110K - $112K
|
4.07K
$335K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1.31K+ 5.65% |
$107K - $108K
|
24.5K
$2.02M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
1.29K+ 2.43% |
$106K - $107K
|
54.5K
$4.48M
|
|
|
May 14, 2025
Q1 2025
|
Cutler Capital Management, LLC
Worcester, MA |
BUY
|
- |
1.29KNew |
$105K - $106K
|
1.29K
$106K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1.28K+ 517.81% |
$105K - $106K
|
1.53K
$126K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
1.27K+ 1.08% |
$104K - $105K
|
119K
$9.82M
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
1.25K+ 8.29% |
$102K - $104K
|
16.4K
$1.35M
|
|
|
Apr 15, 2025
Q1 2025
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
1.17K+ 1.51% |
$95.4K - $96.5K
|
78.6K
$6.47M
|