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 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
1.12K+ 25.73% |
$91.7K - $92.7K
|
5.48K
$451K
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1.09K+ 586.02% |
$89.2K - $90.2K
|
1.28K
$105K
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.07K+ 38.13% |
$87.6K - $88.6K
|
3.88K
$319K
|
|
May 14, 2025
Q1 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
1K+ 26.67% |
$81.8K - $82.7K
|
4.75K
$391K
|
|
Apr 25, 2025
Q1 2025
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
1K+ 3.81% |
$81.8K - $82.7K
|
27.3K
$2.24M
|
|
May 09, 2025
Q1 2025
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
993+ 20.8% |
$81.3K - $82.2K
|
5.77K
$475K
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
964New |
$78.9K - $79.8K
|
964
$79.3K
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
963+ 9.84% |
$78.8K - $79.7K
|
10.8K
$885K
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
BUY
|
- |
941+ 4.77% |
$77K - $77.8K
|
20.7K
$1.7M
|
|
Apr 23, 2025
Q1 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
930+ 1.12% |
$76.1K - $76.9K
|
84.3K
$6.94M
|
|
Apr 08, 2025
Q1 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
930+ 6.35% |
$76.1K - $76.9K
|
15.6K
$1.28M
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
913+ 1.13% |
$74.7K - $75.5K
|
82K
$6.75M
|
|
May 01, 2025
Q1 2025
|
Lokken Investment Group LLC
|
BUY
|
- |
905+ 13.29% |
$74.1K - $74.9K
|
7.71K
$635K
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
900+ 1.5% |
$73.6K - $74.5K
|
60.9K
$5.01M
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
882+ 3.99% |
$72.2K - $73K
|
23K
$1.89M
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
880+ 0.68% |
$72K - $72.8K
|
130K
$10.7M
|
|
Apr 14, 2025
Q1 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
836+ 5.67% |
$68.4K - $69.2K
|
15.6K
$1.28M
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
827+ 1.31% |
$67.7K - $68.4K
|
64K
$5.26M
|
|
Apr 25, 2025
Q1 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
826+ 4.73% |
$67.6K - $68.3K
|
18.3K
$1.51M
|
|
May 13, 2025
Q1 2025
|
First Wilshire Securities Management Inc
Pasadena, CA |
BUY
|
- |
807+ 29.57% |
$66K - $66.8K
|
3.54K
$291K
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
801+ 2.14% |
$65.5K - $66.3K
|
38.3K
$3.15M
|
|
May 13, 2025
Q1 2025
|
American Investment Services, Inc.
|
BUY
|
- |
793+ 2.07% |
$64.9K - $65.6K
|
39K
$3.21M
|
|
May 08, 2025
Q1 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
792+ 4.61% |
$64.8K - $65.5K
|
18K
$1.48M
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
787+ 0.09% |
$64.4K - $65.1K
|
878K
$72.2M
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
768+ 26.83% |
$62.8K - $63.5K
|
3.63K
$299K
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
767+ 7.59% |
$62.8K - $63.5K
|
10.9K
$894K
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
764+ 0.2% |
$62.5K - $63.2K
|
392K
$32.3M
|
|
May 06, 2025
Q1 2025
|
Spring Vest Wealth Management LLC
Dallas, TX |
BUY
|
- |
750+ 3.86% |
$61.4K - $62K
|
20.2K
$1.66M
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
744+ 1.69% |
$60.9K - $61.6K
|
44.8K
$3.69M
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
716+ 5.92% |
$58.6K - $59.2K
|
12.8K
$1.05M
|
|
May 05, 2025
Q1 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
709+ 7.54% |
$58K - $58.7K
|
10.1K
$832K
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
709+ 998.59% |
$58K - $58.7K
|
780
$64.2K
|
|
Apr 18, 2025
Q1 2025
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
700+ 22.08% |
$57.3K - $57.9K
|
3.87K
$318K
|
|
Apr 17, 2025
Q1 2025
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
685+ 4.4% |
$56.1K - $56.7K
|
16.3K
$1.34M
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
BUY
|
- |
677+ 10.62% |
$55.4K - $56K
|
7.05K
$580K
|
|
May 09, 2025
Q1 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
669+ 25.36% |
$54.7K - $55.3K
|
3.31K
$272K
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
661+ 2.13% |
$54.1K - $54.7K
|
31.7K
$2.61M
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
BUY
|
- |
660+ 8.45% |
$54K - $54.6K
|
8.47K
$697K
|
|
May 05, 2025
Q1 2025
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
659+ 7.77% |
$53.9K - $54.5K
|
9.14K
$752K
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
655+ 0.87% |
$53.6K - $54.2K
|
76.1K
$6.27M
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
BUY
|
- |
640+ 2.44% |
$52.4K - $52.9K
|
26.8K
$2.21M
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
608+ 5.54% |
$49.8K - $50.3K
|
11.6K
$952K
|
|
May 20, 2025
Q1 2025
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
586+ 0.28% |
$48K - $48.5K
|
207K
$17.1M
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
577New |
$47.2K - $47.7K
|
577
$47.5K
|
|
Apr 14, 2025
Q1 2025
|
Single Point Partners, LLC
|
BUY
|
- |
570+ 1.59% |
$46.6K - $47.2K
|
36.5K
$3M
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
557+ 6.27% |
$45.6K - $46.1K
|
9.44K
$776K
|
|
May 13, 2025
Q1 2025
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
513+ 0.37% |
$42K - $42.4K
|
138K
$11.3M
|
|
May 14, 2025
Q1 2025
|
Becker Capital Management Inc
|
BUY
|
- |
504+ 1.08% |
$41.2K - $41.7K
|
47.3K
$3.89M
|
|
May 06, 2025
Q1 2025
|
Garrison Bradford & Associates Inc
New York, NY |
BUY
|
- |
500New |
$40.9K - $41.4K
|
500
$41.1K
|
|
May 09, 2025
Q1 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
499+ 1.72% |
$40.8K - $41.3K
|
29.6K
$2.43M
|