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 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
572+ 3.19% |
$47K - $47.5K
|
18.5K
$1.53M
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
BUY
|
- |
564+ 3.45% |
$46.4K - $46.9K
|
16.9K
$1.4M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
560New |
$46K - $46.5K
|
560
$46.2K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
553+ 1.14% |
$45.5K - $46K
|
49.1K
$4.05M
|
|
|
Jul 16, 2025
Q2 2025
|
A. D. Beadell Investment Counsel, Inc.
|
BUY
|
- |
543+ 9.83% |
$44.6K - $45.1K
|
6.07K
$501K
|
|
|
Jul 22, 2025
Q2 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
520New |
$42.7K - $43.2K
|
520
$42.9K
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
517+ 14.34% |
$42.5K - $43K
|
4.12K
$340K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
513+ 1.51% |
$42.2K - $42.6K
|
34.6K
$2.85M
|
|
|
Jul 22, 2025
Q2 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
500+ 2.15% |
$41.1K - $41.6K
|
23.8K
$1.96M
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
441+ 11.82% |
$36.3K - $36.7K
|
4.17K
$344K
|
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
420+ 1.87% |
$34.5K - $34.9K
|
22.9K
$1.89M
|
|
|
Jul 23, 2025
Q2 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
407+ 0.64% |
$33.5K - $33.8K
|
64.2K
$5.3M
|
|
|
Jul 03, 2025
Q2 2025
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
382+ 1.71% |
$31.4K - $31.8K
|
22.8K
$1.88M
|
|
|
Jul 24, 2025
Q2 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
381+ 13.3% |
$31.3K - $31.7K
|
3.25K
$268K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
355+ 2.45% |
$29.2K - $29.5K
|
14.9K
$1.23M
|
|
|
Jul 25, 2025
Q2 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
350+ 1.02% |
$28.8K - $29.1K
|
34.5K
$2.85M
|
|
|
Jul 14, 2025
Q2 2025
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
340+ 2.52% |
$28K - $28.3K
|
13.8K
$1.14M
|
|
|
Jul 16, 2025
Q2 2025
|
Amarillo National Bank
|
BUY
|
- |
339+ 3.23% |
$27.9K - $28.2K
|
10.8K
$893K
|
|
|
Jul 15, 2025
Q2 2025
|
Postrock Partners LLC
Overland Park, OR |
BUY
|
- |
266+ 5.4% |
$21.9K - $22.1K
|
5.19K
$429K
|
|
|
Jul 16, 2025
Q2 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
252+ 7.84% |
$20.7K - $20.9K
|
3.47K
$286K
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
240+ 4.0% |
$19.7K - $19.9K
|
6.24K
$515K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
236+ 27.44% |
$19.4K - $19.6K
|
1.1K
$90.5K
|
|
|
Jul 16, 2025
Q2 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
226+ 0.95% |
$18.6K - $18.8K
|
24.1K
$1.99M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
219New |
$18K - $18.2K
|
219
$18.1K
|
|
|
Jul 23, 2025
Q2 2025
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
188+ 2.53% |
$15.5K - $15.6K
|
7.61K
$628K
|
|
|
Jul 23, 2025
Q2 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
174+ 0.21% |
$14.3K - $14.5K
|
84.5K
$6.97M
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
170+ 0.54% |
$14K - $14.1K
|
31.9K
$2.63M
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
170New |
$14K - $14.1K
|
170
$14K
|
|
|
Jul 23, 2025
Q2 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
166+ 1.28% |
$13.6K - $13.8K
|
13.1K
$1.08M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
153New |
$12.6K - $12.7K
|
153
$12.6K
|
|
|
Jul 15, 2025
Q2 2025
|
Wealth Effects LLC
|
BUY
|
- |
137+ 4.14% |
$11.3K - $11.4K
|
3.45K
$285K
|
|
|
Jul 10, 2025
Q2 2025
|
Stolper CO
|
BUY
|
- |
132+ 1.63% |
$10.9K - $11K
|
8.25K
$681K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
125+ 45.45% |
$10.3K - $10.4K
|
400
$33K
|
|
|
Jul 23, 2025
Q2 2025
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
BUY
|
- |
115+ 0.99% |
$9.45K - $9.56K
|
11.7K
$970K
|
|
|
Jul 21, 2025
Q2 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
113+ 0.99% |
$9.29K - $9.39K
|
11.6K
$954K
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
98+ 150.77% |
$8.06K - $8.15K
|
163
$13.5K
|
|
|
Jul 16, 2025
Q2 2025
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
98+ 3.93% |
$8.06K - $8.15K
|
2.59K
$214K
|
|
|
Jul 14, 2025
Q2 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
88+ 0.9% |
$7.23K - $7.31K
|
9.86K
$814K
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
87+ 0.8% |
$7.15K - $7.23K
|
11K
$904K
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
BUY
|
- |
85+ 1.24% |
$6.99K - $7.07K
|
6.96K
$574K
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
75+ 1.57% |
$6.17K - $6.23K
|
4.86K
$401K
|
|
|
Jul 09, 2025
Q2 2025
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
70+ 0.62% |
$5.75K - $5.82K
|
11.4K
$942K
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
70+ 0.99% |
$5.75K - $5.82K
|
7.14K
$590K
|
|
|
Jul 09, 2025
Q2 2025
|
Sawyer & Company, Inc
|
BUY
|
- |
65New |
$5.34K - $5.4K
|
65
$5.37K
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
54+ 13.78% |
$4.44K - $4.49K
|
446
$36.8K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
52+ 0.16% |
$4.27K - $4.32K
|
32.4K
$2.67M
|
|
|
Jul 14, 2025
Q2 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
48+ 1.72% |
$3.95K - $3.99K
|
2.83K
$234K
|
|
|
Jul 07, 2025
Q2 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
48+ 2.76% |
$3.95K - $3.99K
|
1.78K
$147K
|
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
44+ 1.74% |
$3.62K - $3.66K
|
2.57K
$212K
|
|
|
Jul 11, 2025
Q2 2025
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
40+ 0.2% |
$3.29K - $3.32K
|
20.4K
$1.68M
|