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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
2.83KNew |
$233K - $235K
|
2.83K
$234K
|
|
|
Jul 23, 2025
Q2 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-3.45K- 66.6% |
$284K - $287K
|
1.73K
$143K
|
|
|
Jul 23, 2025
Q2 2025
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
BUY
|
- |
3.42K+ 12.91% |
$281K - $284K
|
29.9K
$2.47M
|
|
|
Jul 23, 2025
Q2 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
BUY
|
- |
23+ 0.36% |
$1.89K - $1.91K
|
6.33K
$522K
|
|
|
Jul 23, 2025
Q2 2025
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
1.25K+ 6.48% |
$103K - $104K
|
20.5K
$1.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
4.1K+ 22.24% |
$337K - $341K
|
22.5K
$1.86M
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
5.07KNew |
$417K - $422K
|
5.07K
$419K
|
|
|
Jul 23, 2025
Q2 2025
|
Center For Asset Management LLC
|
BUY
|
- |
2.64KNew |
$217K - $219K
|
2.64K
$218K
|
|
|
Jul 23, 2025
Q2 2025
|
Element Wealth, LLC
|
SELL
|
- |
-517- 3.29% |
$42.5K - $43K
|
15.2K
$1.26M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-2.18K- 30.48% |
$180K - $182K
|
4.98K
$411K
|
|
|
Jul 23, 2025
Q2 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
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
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-376- 4.47% |
$30.9K - $31.3K
|
8.03K
$663K
|
|
|
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 23, 2025
Q2 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
2.32K+ 1.38% |
$191K - $193K
|
170K
$14M
|
|
|
Jul 23, 2025
Q2 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
1.75K+ 13.89% |
$143K - $145K
|
14.3K
$1.18M
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
BUY
|
- |
2.62K+ 2.95% |
$215K - $217K
|
91.3K
$7.54M
|
|
|
Jul 23, 2025
Q2 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
SELL
|
- |
-1.75K- 4.74% |
$144K - $146K
|
35.2K
$2.91M
|
|
|
Jul 23, 2025
Q2 2025
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-85- 2.01% |
$6.99K - $7.07K
|
4.15K
$342K
|
|
|
Jul 23, 2025
Q2 2025
|
Spring Vest Wealth Management LLC
Dallas, TX |
BUY
|
- |
6.28K+ 31.12% |
$516K - $522K
|
26.5K
$2.18M
|
|
|
Jul 23, 2025
Q2 2025
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
BUY
|
- |
115+ 0.99% |
$9.45K - $9.56K
|
11.7K
$970K
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
3.23K+ 51.77% |
$265K - $268K
|
9.46K
$781K
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-1.07K- 20.72% |
$88K - $88.9K
|
4.09K
$338K
|
|
|
Jul 23, 2025
Q2 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
5+ 0.1% |
$411 - $416
|
5.15K
$425K
|
|
|
Jul 23, 2025
Q2 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-22.3K- 51.53% |
$1.84M - $1.86M
|
21K
$1.73M
|
|
|
Jul 23, 2025
Q2 2025
|
Financial Life Advisors
|
BUY
|
- |
16+ 0.61% |
$1.32K - $1.33K
|
2.65K
$219K
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
SELL
|
- |
-94- 1.1% |
$7.73K - $7.81K
|
8.48K
$700K
|
|
|
Jul 22, 2025
Q2 2025
|
Peoples Bank
|
BUY
|
- |
5.87K+ 15.72% |
$482K - $487K
|
43.2K
$3.56M
|
|
|
Jul 22, 2025
Q2 2025
|
Dt Investment Partners, LLC
|
BUY
|
- |
5.36K+ 4.64% |
$441K - $446K
|
121K
$9.98M
|
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
BUY
|
- |
3.47KNew |
$285K - $288K
|
3.47K
$286K
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
22.1K+ 609.36% |
$1.82M - $1.84M
|
25.8K
$2.13M
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2.22K+ 13.35% |
$183K - $185K
|
18.9K
$1.56M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
52+ 0.16% |
$4.27K - $4.32K
|
32.4K
$2.67M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.09K- 4.91% |
$172K - $174K
|
40.5K
$3.34M
|
|
|
Jul 22, 2025
Q2 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-1.85K- 1.03% |
$152K - $154K
|
178K
$14.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-620- 9.78% |
$51K - $51.5K
|
5.72K
$472K
|
|
|
Jul 22, 2025
Q2 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-762- 2.58% |
$62.6K - $63.3K
|
28.7K
$2.37M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.53K+ 17.18% |
$208K - $211K
|
17.3K
$1.43M
|
|
|
Jul 22, 2025
Q2 2025
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
6.06KNew |
$498K - $503K
|
6.06K
$500K
|
|
|
Jul 22, 2025
Q2 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
520New |
$42.7K - $43.2K
|
520
$42.9K
|
|
|
Jul 22, 2025
Q2 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
500+ 2.15% |
$41.1K - $41.6K
|
23.8K
$1.96M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-8.02K- 36.45% |
$659K - $667K
|
14K
$1.15M
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
3.97K+ 65.83% |
$327K - $330K
|
10K
$826K
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-408- 5.03% |
$33.5K - $33.9K
|
7.71K
$636K
|
|
|
Jul 22, 2025
Q2 2025
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-219- 6.26% |
$18K - $18.2K
|
3.28K
$271K
|
|
|
Jul 22, 2025
Q2 2025
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
2.35K+ 5.15% |
$193K - $195K
|
47.9K
$3.95M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-1.87K- 1.76% |
$154K - $155K
|
104K
$8.59M
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-1.21K- 20.23% |
$99.8K - $101K
|
4.79K
$395K
|
|
|
Jul 22, 2025
Q2 2025
|
Valpey Financial Services, LLC
Concord, NH |
BUY
|
- |
11.6KNew |
$952K - $963K
|
11.6K
$956K
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-105- 3.9% |
$8.63K - $8.73K
|
2.58K
$213K
|