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 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-1.51K- 1.19% |
$124K - $126K
|
126K
$10.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-1.54K- 1.49% |
$126K - $128K
|
101K
$8.38M
|
|
|
Jul 15, 2025
Q2 2025
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-1.56K- 14.59% |
$128K - $130K
|
9.12K
$753K
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-1.73K- 5.68% |
$142K - $144K
|
28.7K
$2.37M
|
|
|
Jul 17, 2025
Q2 2025
|
Life Guide Financial Advisors, LLC
|
SELL
|
- |
-1.74K- 6.25% |
$143K - $144K
|
26.1K
$2.15M
|
|
|
Jul 23, 2025
Q2 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
SELL
|
- |
-1.75K- 4.74% |
$144K - $146K
|
35.2K
$2.91M
|
|
|
Jul 16, 2025
Q2 2025
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-1.79K- 3.11% |
$147K - $148K
|
55.6K
$4.59M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-1.8K- 8.19% |
$148K - $149K
|
20.1K
$1.66M
|
|
|
Jul 22, 2025
Q2 2025
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-1.84K- 32.26% |
$151K - $153K
|
3.86K
$319K
|
|
|
Jul 22, 2025
Q2 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-1.85K- 1.03% |
$152K - $154K
|
178K
$14.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-1.86K- 4.06% |
$153K - $155K
|
43.9K
$3.63M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-1.87K- 1.76% |
$154K - $155K
|
104K
$8.59M
|
|
|
Jul 21, 2025
Q2 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-2.01K- 7.2% |
$165K - $167K
|
26K
$2.14M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.09K- 4.91% |
$172K - $174K
|
40.5K
$3.34M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-2.13K- 31.93% |
$175K - $177K
|
4.55K
$375K
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-2.18K- 30.48% |
$180K - $182K
|
4.98K
$411K
|
|
|
Jul 10, 2025
Q2 2025
|
Arkfeld Wealth Strategies, L.L.C.
|
SELL
|
- |
-2.24K- 42.01% |
$184K - $187K
|
3.1K
$256K
|
|
|
Jul 25, 2025
Q2 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-2.25K- 5.77% |
$185K - $187K
|
36.7K
$3.03M
|
|
|
Jul 21, 2025
Q2 2025
|
Single Point Partners, LLC
|
SELL
|
- |
-2.3K- 6.32% |
$189K - $192K
|
34.2K
$2.82M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-2.71K- 14.69% |
$222K - $225K
|
15.7K
$1.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Pacific Financial Group Inc
|
SELL
|
- |
-2.71K- 11.64% |
$223K - $225K
|
20.6K
$1.7M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
SELL
|
- |
-3K- 5.63% |
$247K - $250K
|
50.3K
$4.15M
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-3.09K- 2.77% |
$254K - $257K
|
109K
$8.96M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.37K- 26.3% |
$277K - $280K
|
9.44K
$779K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-3.42K- 2.25% |
$281K - $284K
|
148K
$12.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-3.45K- 66.6% |
$284K - $287K
|
1.73K
$143K
|
|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-3.69K- 4.97% |
$304K - $307K
|
70.6K
$5.83M
|
|
|
Jul 14, 2025
Q2 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-3.75K- 45.29% |
$308K - $312K
|
4.53K
$374K
|
|
|
Jul 16, 2025
Q2 2025
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-4.07K- 5.16% |
$334K - $338K
|
74.7K
$6.17M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-4.11K- 0.96% |
$338K - $341K
|
426K
$35.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-4.25K- 15.67% |
$349K - $353K
|
22.8K
$1.89M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-4.3K- 33.11% |
$354K - $357K
|
8.69K
$717K
|
|
|
Jul 18, 2025
Q2 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-4.49K- 24.56% |
$369K - $374K
|
13.8K
$1.14M
|
|
|
Jul 07, 2025
Q2 2025
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
SELL
|
- |
-4.58K- 62.11% |
$377K - $381K
|
2.8K
$231K
|
|
|
Jul 21, 2025
Q2 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
SELL
|
- |
-4.59K- 15.5% |
$377K - $381K
|
25K
$2.06M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-5.01K- 2.06% |
$412K - $416K
|
238K
$19.6M
|
|
|
Jul 08, 2025
Q2 2025
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-5.03K- 41.35% |
$413K - $418K
|
7.13K
$588K
|
|
|
Jul 22, 2025
Q2 2025
|
Motiv8 Investments LLC
Port St. Lucie, FL |
SELL
|
- |
-5.6K- 19.63% |
$460K - $465K
|
22.9K
$1.89M
|
|
|
Jul 21, 2025
Q2 2025
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-6.82K- 7.64% |
$561K - $567K
|
82.5K
$6.81M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-6.98K- 4.67% |
$573K - $580K
|
142K
$11.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-7.23K- 25.74% |
$594K - $601K
|
20.9K
$1.72M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-7.28K- 38.94% |
$599K - $605K
|
11.4K
$943K
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-8.02K- 36.45% |
$659K - $667K
|
14K
$1.15M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-8.03K- 37.4% |
$660K - $668K
|
13.4K
$1.11M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-9.39K- 40.87% |
$772K - $781K
|
13.6K
$1.12M
|
|
|
Jul 15, 2025
Q2 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
SELL
|
- |
-9.43K- 54.81% |
$775K - $784K
|
7.78K
$642K
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-11.9K- 9.13% |
$977K - $987K
|
118K
$9.76M
|
|
|
Jul 22, 2025
Q2 2025
|
Gemmer Asset Management LLC
|
SELL
|
- |
-14.8K- 18.07% |
$1.22M - $1.23M
|
67.2K
$5.55M
|
|
|
Jul 22, 2025
Q2 2025
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-17.7K- 75.04% |
$1.45M - $1.47M
|
5.88K
$485K
|
|
|
Jul 03, 2025
Q2 2025
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-20.2K- 25.66% |
$1.66M - $1.68M
|
58.4K
$4.82M
|