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 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
|
|
|
Jul 22, 2025
Q2 2025
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-17.7K- 75.04% |
$1.45M - $1.47M
|
5.88K
$485K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
59.6K+ 645.11% |
$4.9M - $4.95M
|
68.8K
$5.68M
|
|
|
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
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2.83K+ 85.28% |
$233K - $235K
|
6.15K
$508K
|
|
|
Jul 22, 2025
Q2 2025
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-1.84K- 32.26% |
$151K - $153K
|
3.86K
$319K
|
|
|
Jul 22, 2025
Q2 2025
|
Country Club Bank
|
SELL
|
- |
-685- 1.09% |
$56.3K - $56.9K
|
62K
$5.12M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-4.3K- 33.11% |
$354K - $357K
|
8.69K
$717K
|
|
|
Jul 22, 2025
Q2 2025
|
Motiv8 Investments LLC
Port St. Lucie, FL |
SELL
|
- |
-5.6K- 19.63% |
$460K - $465K
|
22.9K
$1.89M
|
|
|
Jul 22, 2025
Q2 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
2K+ 46.67% |
$164K - $166K
|
6.28K
$519K
|
|
|
Jul 22, 2025
Q2 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
2.74K+ 13.11% |
$225K - $227K
|
23.6K
$1.95M
|
|
|
Jul 21, 2025
Q2 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
14+ 0.63% |
$1.15K - $1.16K
|
2.23K
$184K
|
|
|
Jul 21, 2025
Q2 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
1.5K+ 8.32% |
$123K - $124K
|
19.5K
$1.61M
|
|
|
Jul 21, 2025
Q2 2025
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-6.82K- 7.64% |
$561K - $567K
|
82.5K
$6.81M
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
600+ 24.14% |
$49.3K - $49.9K
|
3.09K
$255K
|
|
|
Jul 21, 2025
Q2 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
SELL
|
- |
-4.59K- 15.5% |
$377K - $381K
|
25K
$2.06M
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-11.9K- 9.13% |
$977K - $987K
|
118K
$9.76M
|
|
|
Jul 21, 2025
Q2 2025
|
Pacific Financial Group Inc
|
SELL
|
- |
-2.71K- 11.64% |
$223K - $225K
|
20.6K
$1.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-35- 0.22% |
$2.88K - $2.91K
|
15.9K
$1.31M
|
|
|
Jul 21, 2025
Q2 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
113+ 0.99% |
$9.29K - $9.39K
|
11.6K
$954K
|
|
|
Jul 21, 2025
Q2 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
5.21K+ 46.78% |
$428K - $433K
|
16.3K
$1.35M
|
|
|
Jul 21, 2025
Q2 2025
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
19+ 0.79% |
$1.56K - $1.58K
|
2.42K
$200K
|
|
|
Jul 21, 2025
Q2 2025
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-1.3K- 74.8% |
$107K - $108K
|
438
$36.2K
|
|
|
Jul 21, 2025
Q2 2025
|
Pflug Koory, LLC
|
SELL
|
- |
-46- 50.55% |
$3.78K - $3.82K
|
45
$3.71K
|
|
|
Jul 21, 2025
Q2 2025
|
Quent Capital, LLC
|
SELL
|
- |
-30.7K- 5.79% |
$2.53M - $2.55M
|
500K
$41.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
219New |
$18K - $18.2K
|
219
$18.1K
|
|
|
Jul 21, 2025
Q2 2025
|
Single Point Partners, LLC
|
SELL
|
- |
-2.3K- 6.32% |
$189K - $192K
|
34.2K
$2.82M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
164K+ 223.29% |
$13.5M - $13.6M
|
237K
$19.6M
|
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-24.2K- 22.08% |
$1.99M - $2.01M
|
85.4K
$7.05M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-9.39K- 40.87% |
$772K - $781K
|
13.6K
$1.12M
|