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 23, 2025
Q2 2025
|
Center For Asset Management LLC
|
BUY
|
- |
2.64KNew |
$217K - $219K
|
2.64K
$218K
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
BUY
|
- |
2.62K+ 2.95% |
$215K - $217K
|
91.3K
$7.54M
|
|
|
Jul 16, 2025
Q2 2025
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
2.58K+ 3.43% |
$212K - $214K
|
77.8K
$6.42M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.53K+ 17.18% |
$208K - $211K
|
17.3K
$1.43M
|
|
|
Jul 22, 2025
Q2 2025
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
2.35K+ 5.15% |
$193K - $195K
|
47.9K
$3.95M
|
|
|
Jul 23, 2025
Q2 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
2.32K+ 1.38% |
$191K - $193K
|
170K
$14M
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
2.25K+ 46.98% |
$185K - $187K
|
7.04K
$581K
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2.22K+ 13.35% |
$183K - $185K
|
18.9K
$1.56M
|
|
|
Jul 15, 2025
Q2 2025
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
2.21K+ 9.75% |
$182K - $184K
|
24.9K
$2.05M
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2.08K+ 2.01% |
$171K - $173K
|
106K
$8.72M
|
|
|
Jul 22, 2025
Q2 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
2K+ 46.67% |
$164K - $166K
|
6.28K
$519K
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.92K+ 10.32% |
$158K - $160K
|
20.5K
$1.7M
|
|
|
Jul 08, 2025
Q2 2025
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
1.88K+ 2.06% |
$155K - $156K
|
93.1K
$7.68M
|
|
|
Jul 09, 2025
Q2 2025
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
1.88K+ 8.79% |
$155K - $156K
|
23.3K
$1.92M
|
|
|
Jul 14, 2025
Q2 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
1.86K+ 9.92% |
$153K - $155K
|
20.6K
$1.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
1.8K+ 50.7% |
$148K - $150K
|
5.35K
$442K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
1.79K+ 229.87% |
$147K - $149K
|
2.57K
$212K
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
1.79K+ 58.16% |
$147K - $148K
|
4.85K
$401K
|
|
|
Jul 23, 2025
Q2 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
1.75K+ 13.89% |
$143K - $145K
|
14.3K
$1.18M
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.67K+ 1.96% |
$138K - $139K
|
87.3K
$7.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
1.67K+ 16.74% |
$137K - $139K
|
11.7K
$963K
|
|
|
Jul 15, 2025
Q2 2025
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
1.62K+ 4.99% |
$133K - $134K
|
34K
$2.81M
|
|
|
Jul 15, 2025
Q2 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
1.61K+ 36.28% |
$133K - $134K
|
6.06K
$501K
|
|
|
Jul 18, 2025
Q2 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
1.59K+ 14.37% |
$131K - $132K
|
12.7K
$1.05M
|
|
|
Jul 25, 2025
Q2 2025
|
Community Bank, N.A.
|
BUY
|
- |
1.52K+ 5.65% |
$125K - $126K
|
28.3K
$2.34M
|
|
|
Jul 21, 2025
Q2 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
1.5K+ 8.32% |
$123K - $124K
|
19.5K
$1.61M
|
|
|
Jul 15, 2025
Q2 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.49K+ 49.85% |
$122K - $124K
|
4.48K
$370K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
1.49K+ 0.48% |
$122K - $124K
|
310K
$25.6M
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.47K+ 3.72% |
$121K - $122K
|
40.9K
$3.38M
|
|
|
Jul 16, 2025
Q2 2025
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
1.44K+ 1.71% |
$119K - $120K
|
85.9K
$7.09M
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
1.43K+ 42.42% |
$117K - $119K
|
4.8K
$396K
|
|
|
Jul 18, 2025
Q2 2025
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
1.35K+ 14.57% |
$111K - $112K
|
10.6K
$878K
|
|
|
Jul 23, 2025
Q2 2025
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
1.25K+ 6.48% |
$103K - $104K
|
20.5K
$1.7M
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
1.17KNew |
$96.3K - $97.3K
|
1.17K
$96.7K
|
|
|
Jul 16, 2025
Q2 2025
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
1.16K+ 3.65% |
$95.1K - $96.2K
|
32.8K
$2.71M
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1.12KNew |
$91.7K - $92.8K
|
1.12K
$92.1K
|
|
|
Jul 15, 2025
Q2 2025
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
1.05K+ 1.42% |
$85.9K - $86.9K
|
74.7K
$6.16M
|
|
|
Jul 08, 2025
Q2 2025
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
918+ 1.22% |
$75.5K - $76.3K
|
76.2K
$6.29M
|
|
|
Jul 09, 2025
Q2 2025
|
Bay Rivers Group
|
BUY
|
- |
878+ 18.83% |
$72.2K - $73K
|
5.54K
$457K
|
|
|
Jul 17, 2025
Q2 2025
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
786+ 1.41% |
$64.6K - $65.3K
|
56.7K
$4.68M
|
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
785+ 29.24% |
$64.5K - $65.2K
|
3.47K
$286K
|
|
|
Jul 17, 2025
Q2 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
779+ 1.48% |
$64K - $64.8K
|
53.5K
$4.41M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
776+ 1.27% |
$63.8K - $64.5K
|
61.7K
$5.09M
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
750+ 70.16% |
$61.7K - $62.3K
|
1.82K
$150K
|
|
|
Jul 18, 2025
Q2 2025
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
740+ 21.01% |
$60.8K - $61.5K
|
4.26K
$352K
|
|
|
Jul 14, 2025
Q2 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
705+ 2.51% |
$58K - $58.6K
|
28.8K
$2.38M
|
|
|
Jul 09, 2025
Q2 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
631+ 7.13% |
$51.9K - $52.4K
|
9.48K
$783K
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
621+ 3.24% |
$51.1K - $51.6K
|
19.8K
$1.63M
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
600+ 24.14% |
$49.3K - $49.9K
|
3.09K
$255K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers Trust CO
|
BUY
|
- |
597+ 4.52% |
$49.1K - $49.6K
|
13.8K
$1.14M
|