Latest Institutional Transactions on Ishares Barclays 1 3 Year Trea (SHY)
This table provides information on the latest institutional transactions involving Ishares Barclays 1 3 Year Trea (SHY) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2026
Q4 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
1.25K+ 7.77% |
$103K - $104K
|
17.3K
$1.43M
|
|
|
Jan 08, 2026
Q4 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
262+ 5.22% |
$21.7K - $21.8K
|
5.28K
$438K
|
|
|
Jan 08, 2026
Q4 2025
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-3.98K- 32.45% |
$329K - $331K
|
8.29K
$687K
|
|
|
Jan 08, 2026
Q4 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-769- 1.24% |
$63.6K - $63.9K
|
61.4K
$5.09M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
157K+ 38.15% |
$13M - $13M
|
568K
$47M
|
|
|
Jan 08, 2026
Q4 2025
|
Efficient Advisors, LLC
|
SELL
|
- |
-13.7K- 18.08% |
$1.13M - $1.14M
|
62K
$5.14M
|
|
|
Jan 08, 2026
Q4 2025
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
2.88KNew |
$238K - $239K
|
2.88K
$238K
|
|
|
Jan 08, 2026
Q4 2025
|
Financial Management Network Inc
|
SELL
|
- |
-701- 1.8% |
$58K - $58.3K
|
38.3K
$3.17M
|
|
|
Jan 08, 2026
Q4 2025
|
Tompkins Financial Corp
|
BUY
|
- |
9.01K+ 7.14% |
$745K - $749K
|
135K
$11.2M
|
|
|
Jan 07, 2026
Q4 2025
|
Bay Rivers Group
|
BUY
|
- |
405+ 6.89% |
$33.5K - $33.7K
|
6.28K
$520K
|
|
|
Jan 07, 2026
Q4 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
121+ 4.47% |
$10K - $10.1K
|
2.83K
$234K
|
|
|
Jan 07, 2026
Q4 2025
|
Sterling Manor Financial, LLC
|
BUY
|
- |
609+ 0.98% |
$50.4K - $50.6K
|
62.9K
$5.21M
|
|
|
Jan 07, 2026
Q4 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
911+ 18.45% |
$75.3K - $75.7K
|
5.85K
$485K
|
|
|
Jan 07, 2026
Q4 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
28K+ 43.59% |
$2.31M - $2.33M
|
92.2K
$7.64M
|
|
|
Jan 07, 2026
Q4 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
54.3K+ 1930.79% |
$4.49M - $4.51M
|
57.1K
$4.73M
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-535- 10.91% |
$44.2K - $44.5K
|
4.37K
$362K
|
|
|
Jan 07, 2026
Q4 2025
|
Vigilare Wealth Management
|
SELL
|
- |
-25.6K- 72.33% |
$2.11M - $2.12M
|
9.78K
$810K
|
|
|
Jan 07, 2026
Q4 2025
|
Lake Hills Wealth Management, LLC
|
SELL
|
- |
-289K- 55.75% |
$23.9M - $24M
|
229K
$19M
|
|
|
Jan 07, 2026
Q4 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
3.01K+ 10.47% |
$249K - $250K
|
31.7K
$2.63M
|
|
|
Jan 07, 2026
Q4 2025
|
Innova Wealth Partners
|
SELL
|
- |
-45.1K- 24.98% |
$3.73M - $3.75M
|
136K
$11.2M
|
|
|
Jan 07, 2026
Q4 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
58.9K+ 7.37% |
$4.87M - $4.9M
|
858K
$71.1M
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
6.69K+ 14.84% |
$553K - $556K
|
51.8K
$4.29M
|
|
|
Jan 07, 2026
Q4 2025
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
1.15K+ 20.46% |
$95.1K - $95.6K
|
6.77K
$561K
|
|
|
Jan 07, 2026
Q4 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
6.92K+ 10.65% |
$572K - $575K
|
71.9K
$5.96M
|
|
|
Jan 07, 2026
Q4 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
913+ 3.8% |
$75.5K - $75.9K
|
25K
$2.07M
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-6.79K- 2.42% |
$561K - $564K
|
273K
$22.6M
|
|
|
Jan 07, 2026
Q4 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
8.38K+ 100.22% |
$693K - $697K
|
16.7K
$1.39M
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-13.2K- 30.82% |
$1.09M - $1.1M
|
29.6K
$2.45M
|
|
|
Jan 07, 2026
Q4 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
47+ 1.17% |
$3.89K - $3.91K
|
4.07K
$337K
|
|
|
Jan 07, 2026
Q4 2025
|
Cooper Financial Group
|
BUY
|
- |
9.35K+ 66.59% |
$773K - $777K
|
23.4K
$1.94M
|
|
|
Jan 07, 2026
Q4 2025
|
Occidental Asset Management, LLC
|
SELL
|
- |
-1.66K- 30.26% |
$137K - $138K
|
3.82K
$316K
|
|
|
Jan 06, 2026
Q4 2025
|
Martin Capital Partners, LLC
|
SELL
|
- |
-816- 1.72% |
$67.5K - $67.8K
|
46.6K
$3.86M
|
|
|
Jan 06, 2026
Q4 2025
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
4.91K+ 5.09% |
$406K - $408K
|
101K
$8.38M
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-361- 1.56% |
$29.9K - $30K
|
22.8K
$1.89M
|
|
|
Jan 06, 2026
Q4 2025
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-78- 0.47% |
$6.45K - $6.48K
|
16.5K
$1.37M
|
|
|
Jan 06, 2026
Q4 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
2.2KNew |
$182K - $183K
|
2.2K
$182K
|
|
|
Jan 06, 2026
Q4 2025
|
Rda Financial Network
|
BUY
|
- |
89+ 0.81% |
$7.36K - $7.4K
|
11.1K
$921K
|
|
|
Jan 06, 2026
Q4 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-394- 11.89% |
$32.6K - $32.7K
|
2.92K
$242K
|
|
|
Jan 05, 2026
Q4 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-10- 2.23% |
$827 - $831
|
439
$36.4K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
3.98K+ 4.7% |
$329K - $331K
|
88.8K
$7.35M
|
|
|
Jan 05, 2026
Q4 2025
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-2- 0.11% |
$165 - $166
|
1.77K
$147K
|
|
|
Jan 05, 2026
Q4 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-2.33K- 25.86% |
$192K - $193K
|
6.67K
$552K
|
|
|
Jan 02, 2026
Q4 2025
|
Boltwood Capital Management
|
BUY
|
- |
2.31K+ 3.02% |
$191K - $192K
|
79K
$6.54M
|
|
| Q3 2025 | |||||||
|
Jan 06, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-37.8K- 29.84% |
$3.12M - $3.14M
|
89K
$7.37M
|
|
|
Dec 29, 2025
Q3 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-679- 11.4% |
$55.9K - $56.4K
|
5.28K
$437K
|
|
|
Dec 18, 2025
Q3 2025
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
365K+ 25.83% |
$30M - $30.3M
|
1.78M
$147M
|
|
|
Dec 17, 2025
Q3 2025
|
Alternative Investment Advisors, Llc.
Maitland, FL |
SELL
|
- |
-572- 8.25% |
$47.1K - $47.5K
|
6.36K
$527K
|
|
|
Dec 16, 2025
Q3 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-3.98K- 9.42% |
$328K - $330K
|
38.3K
$3.17M
|
|
|
Dec 15, 2025
Q3 2025
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-759- 8.39% |
$62.5K - $63K
|
8.28K
$686K
|
|
|
Dec 03, 2025
Q3 2025
|
Ssa Swiss Advisors Ag
Zurich, |
SELL
|
- |
-168- 0.81% |
$13.8K - $13.9K
|
20.7K
$1.71M
|
|