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
|
Novem Group
Rochester, NY |
BUY
|
- |
38+ 0.92% |
$3.12K - $3.16K
|
4.19K
$345K
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
36+ 0.42% |
$2.96K - $2.99K
|
8.53K
$704K
|
|
|
Jul 23, 2025
Q2 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
BUY
|
- |
23+ 0.36% |
$1.89K - $1.91K
|
6.33K
$522K
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
BUY
|
- |
20+ 0.79% |
$1.64K - $1.66K
|
2.54K
$209K
|
|
|
Jul 21, 2025
Q2 2025
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
19+ 0.79% |
$1.56K - $1.58K
|
2.42K
$200K
|
|
|
Jul 23, 2025
Q2 2025
|
Financial Life Advisors
|
BUY
|
- |
16+ 0.61% |
$1.32K - $1.33K
|
2.65K
$219K
|
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
14+ 0.17% |
$1.15K - $1.16K
|
8.46K
$698K
|
|
|
Jul 21, 2025
Q2 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
14+ 0.63% |
$1.15K - $1.16K
|
2.23K
$184K
|
|
|
Jul 09, 2025
Q2 2025
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
10+ 0.36% |
$822 - $831
|
2.75K
$227K
|
|
|
Jul 11, 2025
Q2 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
7+ 0.12% |
$575 - $582
|
5.89K
$486K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
6+ 2.34% |
$493 - $499
|
262
$21.6K
|
|
|
Jul 23, 2025
Q2 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
5+ 0.1% |
$411 - $416
|
5.15K
$425K
|
|
|
Jul 16, 2025
Q2 2025
|
West Branch Capital LLC
|
BUY
|
- |
3+ 0.92% |
$247 - $249
|
328
$27.1K
|
|
|
Jul 11, 2025
Q2 2025
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
3+ 0.2% |
$247 - $249
|
1.54K
$127K
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
2+ 0.01% |
$164 - $166
|
29.5K
$2.44M
|
|
|
Jul 23, 2025
Q2 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 24, 2025
Q2 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-9- 34.62% |
$740 - $748
|
17
$1.4K
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-13- 3.19% |
$1.07K - $1.08K
|
395
$32.6K
|
|
|
Jul 08, 2025
Q2 2025
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-13- 0.08% |
$1.07K - $1.08K
|
16.6K
$1.37M
|
|
|
Jul 16, 2025
Q2 2025
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-15- 0.03% |
$1.23K - $1.25K
|
43.1K
$3.55M
|
|
|
Jul 24, 2025
Q2 2025
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-24- 0.41% |
$1.97K - $1.99K
|
5.83K
$481K
|
|
|
Jul 18, 2025
Q2 2025
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-27- 0.85% |
$2.22K - $2.24K
|
3.14K
$259K
|
|
|
Jul 17, 2025
Q2 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-28- 0.05% |
$2.3K - $2.33K
|
53.7K
$4.43M
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-34- 0.8% |
$2.8K - $2.83K
|
4.22K
$348K
|
|
|
Jul 21, 2025
Q2 2025
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-34- 0.73% |
$2.8K - $2.83K
|
4.63K
$382K
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-35- 0.22% |
$2.88K - $2.91K
|
15.9K
$1.31M
|
|
|
Jul 14, 2025
Q2 2025
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-36- 0.32% |
$2.96K - $2.99K
|
11.3K
$929K
|
|
|
Jul 25, 2025
Q2 2025
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-40- 1.23% |
$3.29K - $3.32K
|
3.21K
$265K
|
|
|
Jul 21, 2025
Q2 2025
|
Pflug Koory, LLC
|
SELL
|
- |
-46- 50.55% |
$3.78K - $3.82K
|
45
$3.71K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-47- 10.22% |
$3.86K - $3.91K
|
413
$34.1K
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-61- 1.52% |
$5.01K - $5.07K
|
3.94K
$325K
|
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-75- 9.25% |
$6.17K - $6.23K
|
736
$60.8K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-80- 1.81% |
$6.58K - $6.65K
|
4.33K
$357K
|
|
|
Jul 23, 2025
Q2 2025
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-85- 2.01% |
$6.99K - $7.07K
|
4.15K
$342K
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-89- 3.14% |
$7.32K - $7.4K
|
2.74K
$226K
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
SELL
|
- |
-93- 5.13% |
$7.65K - $7.73K
|
1.72K
$142K
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
SELL
|
- |
-94- 1.1% |
$7.73K - $7.81K
|
8.48K
$700K
|
|
|
Jul 08, 2025
Q2 2025
|
Boltwood Capital Management
|
SELL
|
- |
-100- 0.13% |
$8.22K - $8.31K
|
75.6K
$6.24M
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-101- 2.24% |
$8.3K - $8.4K
|
4.4K
$363K
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-105- 3.9% |
$8.63K - $8.73K
|
2.58K
$213K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-127- 6.5% |
$10.4K - $10.6K
|
1.83K
$151K
|
|
|
Jul 18, 2025
Q2 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-135- 3.41% |
$11.1K - $11.2K
|
3.82K
$315K
|
|
|
Jul 14, 2025
Q2 2025
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-150- 3.88% |
$12.3K - $12.5K
|
3.72K
$307K
|
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-171- 44.65% |
$14.1K - $14.2K
|
212
$17.5K
|
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-184- 2.69% |
$15.1K - $15.3K
|
6.65K
$549K
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-185- 4.38% |
$15.2K - $15.4K
|
4.04K
$333K
|
|
|
Jul 16, 2025
Q2 2025
|
Bright Financial Advisors, Inc.
Portage, MI |
SELL
|
- |
-203- 1.93% |
$16.7K - $16.9K
|
10.3K
$852K
|
|
|
Jul 22, 2025
Q2 2025
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-219- 6.26% |
$18K - $18.2K
|
3.28K
$271K
|
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-229- 7.01% |
$18.8K - $19K
|
3.04K
$251K
|
|
|
Jul 25, 2025
Q2 2025
|
Spc Financial, Inc.
|
SELL
|
- |
-243- 3.45% |
$20K - $20.2K
|
6.81K
$562K
|