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 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
485New |
$39.7K - $40.1K
|
485
$39.9K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
484+ 14.63% |
$39.6K - $40K
|
3.79K
$312K
|
|
|
Apr 14, 2025
Q1 2025
|
Greenspring Advisors, LLC
|
BUY
|
- |
475+ 2.24% |
$38.9K - $39.3K
|
21.6K
$1.78M
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
470New |
$38.5K - $38.9K
|
470
$38.7K
|
|
|
May 13, 2025
Q1 2025
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
453+ 4.5% |
$37.1K - $37.5K
|
10.5K
$866K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
450New |
$36.8K - $37.2K
|
450
$37K
|
|
|
May 12, 2025
Q1 2025
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
436+ 2.67% |
$35.7K - $36.1K
|
16.8K
$1.38M
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
BUY
|
- |
428+ 0.08% |
$35K - $35.4K
|
518K
$42.6M
|
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
BUY
|
- |
428New |
$35K - $35.4K
|
428
$35.2K
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
408+ 2.1% |
$33.4K - $33.8K
|
19.9K
$1.63M
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
403+ 5.22% |
$33K - $33.3K
|
8.12K
$668K
|
|
|
May 07, 2025
Q1 2025
|
Benedict Financial Advisors Inc
|
BUY
|
- |
401+ 3.05% |
$32.8K - $33.2K
|
13.5K
$1.11M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
400+ 2.33% |
$32.7K - $33.1K
|
17.6K
$1.45M
|
|
|
Apr 11, 2025
Q1 2025
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
400+ 5.4% |
$32.7K - $33.1K
|
7.81K
$642K
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
399+ 0.47% |
$32.7K - $33K
|
85.6K
$7.04M
|
|
|
Apr 16, 2025
Q1 2025
|
Rockland Trust CO
|
BUY
|
- |
393+ 3.1% |
$32.2K - $32.5K
|
13.1K
$1.08M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
392+ 0.81% |
$32.1K - $32.4K
|
48.5K
$3.99M
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
BUY
|
- |
390+ 18.34% |
$31.9K - $32.3K
|
2.52K
$207K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
374+ 575.38% |
$30.6K - $30.9K
|
439
$36.1K
|
|
|
Apr 11, 2025
Q1 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
369+ 2.0% |
$30.2K - $30.5K
|
18.8K
$1.55M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
366+ 1.15% |
$29.9K - $30.3K
|
32.3K
$2.66M
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
365+ 2.4% |
$29.9K - $30.2K
|
15.6K
$1.28M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
351+ 3.1% |
$28.7K - $29K
|
11.7K
$960K
|
|
|
Apr 09, 2025
Q1 2025
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
350+ 1.24% |
$28.6K - $29K
|
28.5K
$2.34M
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
347+ 15.11% |
$28.4K - $28.7K
|
2.64K
$218K
|
|
|
Apr 30, 2025
Q1 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
317+ 8.32% |
$25.9K - $26.2K
|
4.13K
$340K
|
|
|
Apr 11, 2025
Q1 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
314New |
$25.7K - $26K
|
314
$25.8K
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
311+ 10.17% |
$25.4K - $25.7K
|
3.37K
$277K
|
|
|
Apr 23, 2025
Q1 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
306+ 6.7% |
$25K - $25.3K
|
4.87K
$401K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
298New |
$24.4K - $24.7K
|
298
$24.5K
|
|
|
May 05, 2025
Q1 2025
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
292+ 1.12% |
$23.9K - $24.2K
|
26.3K
$2.16M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
290+ 0.53% |
$23.7K - $24K
|
55K
$4.53M
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
288+ 1.85% |
$23.6K - $23.8K
|
15.9K
$1.31M
|
|
|
May 01, 2025
Q1 2025
|
Forum Private Client Group LLC
|
BUY
|
- |
280+ 4.86% |
$22.9K - $23.2K
|
6.05K
$497K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
276New |
$22.6K - $22.8K
|
276
$22.7K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
275+ 50.0% |
$22.5K - $22.8K
|
825
$67.9K
|
|
|
May 07, 2025
Q1 2025
|
Objective Capital Management, LLC
|
BUY
|
- |
273+ 1.65% |
$22.3K - $22.6K
|
16.8K
$1.38M
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
264+ 0.7% |
$21.6K - $21.8K
|
38.2K
$3.14M
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
256+ 21.86% |
$20.9K - $21.2K
|
1.43K
$117K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
256+ 28.19% |
$20.9K - $21.2K
|
1.16K
$95.8K
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
BUY
|
- |
254+ 1.55% |
$20.8K - $21K
|
16.7K
$1.37M
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
250+ 30.53% |
$20.5K - $20.7K
|
1.07K
$88K
|
|
|
Apr 30, 2025
Q1 2025
|
Peoples Bank
|
BUY
|
- |
244+ 0.66% |
$20K - $20.2K
|
37.3K
$3.07M
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
243+ 7.23% |
$19.9K - $20.1K
|
3.61K
$297K
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
233+ 4.19% |
$19.1K - $19.3K
|
5.79K
$477K
|
|
|
Apr 08, 2025
Q1 2025
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
226+ 1.02% |
$18.5K - $18.7K
|
22.4K
$1.84M
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
226New |
$18.5K - $18.7K
|
226
$18.6K
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
223+ 4.37% |
$18.2K - $18.4K
|
5.33K
$439K
|
|
|
May 01, 2025
Q1 2025
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
193+ 0.48% |
$15.8K - $16K
|
40K
$3.29M
|
|
|
Apr 28, 2025
Q1 2025
|
St. James Investment Company, LLC
|
BUY
|
- |
190+ 1.32% |
$15.5K - $15.7K
|
14.6K
$1.2M
|