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 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
|
|
|
Jul 07, 2025
Q2 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
6.89K+ 105.11% |
$567K - $573K
|
13.5K
$1.11M
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
6.47KNew |
$532K - $538K
|
6.47K
$534K
|
|
|
Jul 23, 2025
Q2 2025
|
Spring Vest Wealth Management LLC
Dallas, TX |
BUY
|
- |
6.28K+ 31.12% |
$516K - $522K
|
26.5K
$2.18M
|
|
|
Jul 25, 2025
Q2 2025
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
6.16K+ 8.2% |
$506K - $512K
|
81.3K
$6.71M
|
|
|
Jul 22, 2025
Q2 2025
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
6.06KNew |
$498K - $503K
|
6.06K
$500K
|
|
|
Jul 22, 2025
Q2 2025
|
Peoples Bank
|
BUY
|
- |
5.87K+ 15.72% |
$482K - $487K
|
43.2K
$3.56M
|
|
|
Jul 17, 2025
Q2 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
5.82K+ 6.14% |
$479K - $484K
|
101K
$8.31M
|
|
|
Jul 09, 2025
Q2 2025
|
Sterling Manor Financial, LLC
|
BUY
|
- |
5.7K+ 7.52% |
$468K - $474K
|
81.5K
$6.73M
|
|
|
Jul 17, 2025
Q2 2025
|
White Pine Investment CO
|
BUY
|
- |
5.54K+ 4.42% |
$456K - $461K
|
131K
$10.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Dt Investment Partners, LLC
|
BUY
|
- |
5.36K+ 4.64% |
$441K - $446K
|
121K
$9.98M
|
|
|
Jul 21, 2025
Q2 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
5.21K+ 46.78% |
$428K - $433K
|
16.3K
$1.35M
|
|
|
Jul 24, 2025
Q2 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
5.18K+ 15.6% |
$426K - $430K
|
38.4K
$3.17M
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
5.07KNew |
$417K - $422K
|
5.07K
$419K
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
4.69KNew |
$385K - $390K
|
4.69K
$387K
|
|
|
Jul 10, 2025
Q2 2025
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
4.56K+ 1.96% |
$375K - $379K
|
237K
$19.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
4.41K+ 5.49% |
$362K - $366K
|
84.7K
$6.99M
|
|
|
Jul 16, 2025
Q2 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
4.14KNew |
$340K - $344K
|
4.14K
$342K
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
4.1K+ 22.24% |
$337K - $341K
|
22.5K
$1.86M
|
|
|
Jul 11, 2025
Q2 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
4.07K+ 26.1% |
$335K - $338K
|
19.7K
$1.62M
|
|
|
Jul 24, 2025
Q2 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
4KNew |
$329K - $332K
|
4K
$330K
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
3.97K+ 65.83% |
$327K - $330K
|
10K
$826K
|
|
|
Jul 15, 2025
Q2 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
3.9K+ 11.91% |
$320K - $324K
|
36.6K
$3.02M
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
3.86K+ 2.72% |
$317K - $321K
|
146K
$12M
|
|
|
Jul 16, 2025
Q2 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
BUY
|
- |
3.86KNew |
$317K - $320K
|
3.86K
$318K
|
|
|
Jul 25, 2025
Q2 2025
|
Summa Corp.
Tomball, TX |
BUY
|
- |
3.69K+ 61.5% |
$303K - $307K
|
9.69K
$800K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.66KNew |
$301K - $304K
|
3.66K
$302K
|
|
|
Jul 15, 2025
Q2 2025
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
3.64KNew |
$300K - $303K
|
3.64K
$301K
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
3.64K+ 28.19% |
$299K - $302K
|
16.5K
$1.37M
|
|
|
Jul 16, 2025
Q2 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
3.61KNew |
$297K - $300K
|
3.61K
$298K
|
|
|
Jul 25, 2025
Q2 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
3.53K+ 35.62% |
$290K - $294K
|
13.4K
$1.11M
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
3.5KNew |
$288K - $291K
|
3.5K
$289K
|
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
BUY
|
- |
3.47KNew |
$285K - $288K
|
3.47K
$286K
|
|
|
Jul 23, 2025
Q2 2025
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
BUY
|
- |
3.42K+ 12.91% |
$281K - $284K
|
29.9K
$2.47M
|
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
3.33KNew |
$274K - $277K
|
3.33K
$275K
|
|
|
Jul 17, 2025
Q2 2025
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
3.24K+ 92.3% |
$266K - $269K
|
6.74K
$557K
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
3.23K+ 51.77% |
$265K - $268K
|
9.46K
$781K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3.14K+ 3.42% |
$258K - $261K
|
94.8K
$7.83M
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
3.12K+ 32.71% |
$257K - $260K
|
12.7K
$1.05M
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
3.01KNew |
$247K - $250K
|
3.01K
$248K
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.96K+ 17.59% |
$243K - $246K
|
19.8K
$1.63M
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
BUY
|
- |
2.93K+ 9.49% |
$241K - $244K
|
33.8K
$2.79M
|
|
|
Jul 07, 2025
Q2 2025
|
Lwm Advisors Inc
El Dorado Hills, CA |
BUY
|
- |
2.93K+ 2.95% |
$241K - $243K
|
102K
$8.43M
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2.83K+ 85.28% |
$233K - $235K
|
6.15K
$508K
|
|
|
Jul 23, 2025
Q2 2025
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
2.83KNew |
$233K - $235K
|
2.83K
$234K
|
|
|
Jul 22, 2025
Q2 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
2.74K+ 13.11% |
$225K - $227K
|
23.6K
$1.95M
|
|
|
Jul 16, 2025
Q2 2025
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
2.7K+ 8.09% |
$222K - $224K
|
36K
$2.98M
|
|
|
Jul 23, 2025
Q2 2025
|
Lokken Investment Group LLC
|
BUY
|
- |
2.68K+ 34.71% |
$220K - $223K
|
10.4K
$858K
|