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 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-338- 0.87% |
$27.8K - $28.1K
|
38.7K
$3.19M
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-354- 24.95% |
$29.1K - $29.4K
|
1.07K
$87.9K
|
|
|
Jul 07, 2025
Q2 2025
|
Twele Capital Management, Inc.
|
SELL
|
- |
-361- 6.77% |
$29.7K - $30K
|
4.98K
$411K
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-366- 2.56% |
$30.1K - $30.4K
|
13.9K
$1.15M
|
|
|
Jul 23, 2025
Q2 2025
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-376- 4.47% |
$30.9K - $31.3K
|
8.03K
$663K
|
|
|
Jul 15, 2025
Q2 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-379- 9.63% |
$31.2K - $31.5K
|
3.56K
$294K
|
|
|
Jul 10, 2025
Q2 2025
|
Rockland Trust CO
|
SELL
|
- |
-403- 3.08% |
$33.1K - $33.5K
|
12.7K
$1.05M
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-408- 5.03% |
$33.5K - $33.9K
|
7.71K
$636K
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-412- 6.25% |
$33.9K - $34.2K
|
6.18K
$510K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-414- 14.35% |
$34K - $34.4K
|
2.47K
$204K
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-425- 13.76% |
$34.9K - $35.3K
|
2.66K
$220K
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-429- 5.57% |
$35.3K - $35.7K
|
7.28K
$601K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-431- 14.95% |
$35.4K - $35.8K
|
2.45K
$202K
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
SELL
|
- |
-434- 1.23% |
$35.7K - $36.1K
|
34.7K
$2.87M
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
SELL
|
- |
-441- 3.18% |
$36.3K - $36.7K
|
13.4K
$1.11M
|
|
|
Jul 25, 2025
Q2 2025
|
Gfs Advisors, LLC
|
SELL
|
- |
-444- 14.23% |
$36.5K - $36.9K
|
2.68K
$221K
|
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-483- 6.1% |
$39.7K - $40.1K
|
7.43K
$613K
|
|
|
Jul 23, 2025
Q2 2025
|
Element Wealth, LLC
|
SELL
|
- |
-517- 3.29% |
$42.5K - $43K
|
15.2K
$1.26M
|
|
|
Jul 14, 2025
Q2 2025
|
Family Wealth Partners, LLC
Matthews, NC |
SELL
|
- |
-558- 1.78% |
$45.9K - $46.4K
|
30.9K
$2.55M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-571- 2.35% |
$46.9K - $47.5K
|
23.8K
$1.96M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-587- 1.0% |
$48.3K - $48.8K
|
58K
$4.79M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-594- 3.74% |
$48.8K - $49.4K
|
15.3K
$1.26M
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
SELL
|
- |
-608- 3.64% |
$50K - $50.5K
|
16.1K
$1.33M
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-620- 9.78% |
$51K - $51.5K
|
5.72K
$472K
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-622- 2.35% |
$51.1K - $51.7K
|
25.9K
$2.13M
|
|
|
Jul 10, 2025
Q2 2025
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-654- 1.23% |
$53.8K - $54.4K
|
52.4K
$4.33M
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-664- 43.51% |
$54.6K - $55.2K
|
862
$71.2K
|
|
|
Jul 24, 2025
Q2 2025
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-667- 4.1% |
$54.8K - $55.4K
|
15.6K
$1.29M
|
|
|
Jul 22, 2025
Q2 2025
|
Country Club Bank
|
SELL
|
- |
-685- 1.09% |
$56.3K - $56.9K
|
62K
$5.12M
|
|
|
Jul 22, 2025
Q2 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-762- 2.58% |
$62.6K - $63.3K
|
28.7K
$2.37M
|
|
|
Jul 17, 2025
Q2 2025
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
SELL
|
- |
-765- 2.69% |
$62.9K - $63.6K
|
27.7K
$2.29M
|
|
|
Jul 08, 2025
Q2 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-777- 8.32% |
$63.9K - $64.6K
|
8.57K
$707K
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-780- 1.29% |
$64.1K - $64.8K
|
59.6K
$4.92M
|
|
|
Jul 24, 2025
Q2 2025
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-786- 4.65% |
$64.6K - $65.3K
|
16.1K
$1.33M
|
|
|
Jul 25, 2025
Q2 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-792- 3.99% |
$65.1K - $65.8K
|
19.1K
$1.57M
|
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-800- 59.0% |
$65.8K - $66.5K
|
556
$45.9K
|
|
|
Jul 17, 2025
Q2 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-826- 7.67% |
$67.9K - $68.7K
|
9.94K
$820K
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-921- 10.98% |
$75.7K - $76.6K
|
7.47K
$616K
|
|
|
Jul 15, 2025
Q2 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-931- 18.97% |
$76.5K - $77.4K
|
3.98K
$328K
|
|
|
Jul 07, 2025
Q2 2025
|
Modus Advisors, LLC
|
SELL
|
- |
-933- 1.37% |
$76.7K - $77.6K
|
67K
$5.53M
|
|
|
Jul 16, 2025
Q2 2025
|
Freestate Advisors LLC
Overland Park, KS |
SELL
|
- |
-1.06K- 5.03% |
$86.8K - $87.8K
|
19.9K
$1.64M
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-1.07K- 20.72% |
$88K - $88.9K
|
4.09K
$338K
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.09K- 6.98% |
$89.9K - $90.9K
|
14.6K
$1.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-1.19K- 14.22% |
$97.8K - $98.9K
|
7.18K
$593K
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-1.21K- 20.23% |
$99.8K - $101K
|
4.79K
$395K
|
|
|
Jul 21, 2025
Q2 2025
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-1.3K- 74.8% |
$107K - $108K
|
438
$36.2K
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-1.34K- 4.33% |
$110K - $111K
|
29.6K
$2.44M
|
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-1.42K- 23.42% |
$117K - $118K
|
4.65K
$384K
|
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.43K- 2.69% |
$118K - $119K
|
51.8K
$4.28M
|
|
|
Jul 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-1.49K- 29.77% |
$122K - $124K
|
3.51K
$289K
|