Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
45.6M+ 593415.62% |
$3.75B - $3.79B
|
45.6M
$3.77B
|
|
|
Jul 11, 2025
Q2 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
307KNew |
$25.2M - $25.5M
|
307K
$25.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
269KNew |
$22.1M - $22.4M
|
269K
$22.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
177KNew |
$14.5M - $14.7M
|
177K
$14.6M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
164K+ 223.29% |
$13.5M - $13.6M
|
237K
$19.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Divergent Planning, LLC
|
BUY
|
- |
142KNew |
$11.7M - $11.8M
|
142K
$11.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
106K+ 36.99% |
$8.75M - $8.84M
|
394K
$32.5M
|
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
99.3K+ 17.71% |
$8.17M - $8.26M
|
660K
$54.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
91.6K+ 35.13% |
$7.53M - $7.62M
|
352K
$29.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
78.9KNew |
$6.48M - $6.55M
|
78.9K
$6.51M
|
|
|
Jul 07, 2025
Q2 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
75.7K+ 367.38% |
$6.22M - $6.29M
|
96.3K
$7.95M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
75K+ 95.96% |
$6.16M - $6.23M
|
153K
$12.6M
|
|
|
Jul 14, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
74.7KNew |
$6.14M - $6.21M
|
74.7K
$6.17M
|
|
|
Jul 18, 2025
Q2 2025
|
Vigilare Wealth Management
|
BUY
|
- |
69.1K+ 96.3% |
$5.68M - $5.74M
|
141K
$11.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
59.6K+ 645.11% |
$4.9M - $4.95M
|
68.8K
$5.68M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
BUY
|
- |
54.7K+ 20.91% |
$4.49M - $4.54M
|
316K
$26.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
51.8K+ 12.83% |
$4.26M - $4.31M
|
456K
$37.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Dsg Capital Advisors, LLC
Edina, MN |
BUY
|
- |
36.8KNew |
$3.02M - $3.06M
|
36.8K
$3.03M
|
|
|
Jul 24, 2025
Q2 2025
|
Davis Rea Ltd.
|
BUY
|
- |
33KNew |
$2.72M - $2.75M
|
33K
$2.73M
|
|
|
Jul 11, 2025
Q2 2025
|
Arrow Investment Advisors, LLC
Laurel, MD |
BUY
|
- |
32.8K+ 216.37% |
$2.69M - $2.72M
|
47.9K
$3.95M
|
|
|
Jul 17, 2025
Q2 2025
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
30.7K+ 54.19% |
$2.53M - $2.55M
|
87.4K
$7.22M
|
|
|
Jul 15, 2025
Q2 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
29.6K+ 4.51% |
$2.43M - $2.46M
|
686K
$56.6M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
25.5K+ 13.48% |
$2.1M - $2.12M
|
215K
$17.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
25.5KNew |
$2.09M - $2.12M
|
25.5K
$2.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
23.7K+ 2.93% |
$1.95M - $1.97M
|
833K
$68.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
22.8K+ 53.86% |
$1.88M - $1.9M
|
65.2K
$5.38M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
22.5K+ 275.78% |
$1.85M - $1.87M
|
30.7K
$2.53M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
22.1K+ 609.36% |
$1.82M - $1.84M
|
25.8K
$2.13M
|
|
|
Jul 08, 2025
Q2 2025
|
Martin Capital Partners, LLC
|
BUY
|
- |
21K+ 69.25% |
$1.73M - $1.75M
|
51.4K
$4.25M
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
19.8K+ 220.54% |
$1.63M - $1.64M
|
28.7K
$2.37M
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
18.1KNew |
$1.49M - $1.5M
|
18.1K
$1.49M
|
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
17.2KNew |
$1.41M - $1.43M
|
17.2K
$1.42M
|
|
|
Jul 10, 2025
Q2 2025
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
15.2KNew |
$1.25M - $1.26M
|
15.2K
$1.25M
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
BUY
|
- |
14.5K+ 25.89% |
$1.19M - $1.2M
|
70.5K
$5.82M
|
|
|
Jul 24, 2025
Q2 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
13.8K+ 28.79% |
$1.14M - $1.15M
|
61.9K
$5.11M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
13.7K+ 11.66% |
$1.12M - $1.14M
|
131K
$10.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
12.6KNew |
$1.04M - $1.05M
|
12.6K
$1.04M
|
|
|
Jul 18, 2025
Q2 2025
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
BUY
|
- |
12.5KNew |
$1.02M - $1.04M
|
12.5K
$1.03M
|
|
|
Jul 22, 2025
Q2 2025
|
Valpey Financial Services, LLC
Concord, NH |
BUY
|
- |
11.6KNew |
$952K - $963K
|
11.6K
$956K
|
|
|
Jul 14, 2025
Q2 2025
|
Edge Wealth Management LLC
|
BUY
|
- |
9.75K+ 2.78% |
$802K - $811K
|
361K
$29.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
BUY
|
- |
9.47K+ 8.53% |
$779K - $787K
|
121K
$9.95M
|
|
|
Jul 09, 2025
Q2 2025
|
Strong Box Wealth, LLC
|
BUY
|
- |
9.22K+ 6.95% |
$758K - $766K
|
142K
$11.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
8.38K+ 15.05% |
$689K - $697K
|
64.1K
$5.29M
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
7.95KNew |
$654K - $661K
|
7.95K
$656K
|
|
|
Jul 10, 2025
Q2 2025
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
7.78KNew |
$640K - $647K
|
7.78K
$642K
|
|
|
Jul 15, 2025
Q2 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
7.7KNew |
$633K - $640K
|
7.7K
$636K
|
|
|
Jul 14, 2025
Q2 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
7.57KNew |
$622K - $629K
|
7.57K
$625K
|
|
|
Jul 16, 2025
Q2 2025
|
Barry Investment Advisors, LLC
|
BUY
|
- |
7.27K+ 59.13% |
$598K - $604K
|
19.6K
$1.61M
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
7.03KNew |
$578K - $584K
|
7.03K
$580K
|
|
|
Jul 07, 2025
Q2 2025
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
6.97K+ 282.35% |
$573K - $580K
|
9.44K
$780K
|