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 21, 2025
Q2 2025
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-33K- 44.97% |
$2.71M - $2.74M
|
40.3K
$3.33M
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
1.17KNew |
$96.3K - $97.3K
|
1.17K
$96.7K
|
|
|
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 21, 2025
Q2 2025
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-34- 0.73% |
$2.8K - $2.83K
|
4.63K
$382K
|
|
|
Jul 21, 2025
Q2 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-2.01K- 7.2% |
$165K - $167K
|
26K
$2.14M
|
|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-3.69K- 4.97% |
$304K - $307K
|
70.6K
$5.83M
|
|
|
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
|
Truist Financial Corp
|
SELL
|
- |
-368K- 12.15% |
$30.3M - $30.6M
|
2.66M
$220M
|
|
|
Jul 18, 2025
Q2 2025
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-27- 0.85% |
$2.22K - $2.24K
|
3.14K
$259K
|
|
|
Jul 18, 2025
Q2 2025
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
BUY
|
- |
12.5KNew |
$1.02M - $1.04M
|
12.5K
$1.03M
|
|
|
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 18, 2025
Q2 2025
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
1.35K+ 14.57% |
$111K - $112K
|
10.6K
$878K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
51.8K+ 12.83% |
$4.26M - $4.31M
|
456K
$37.7M
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
1.79K+ 229.87% |
$147K - $149K
|
2.57K
$212K
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-425- 13.76% |
$34.9K - $35.3K
|
2.66K
$220K
|
|
|
Jul 18, 2025
Q2 2025
|
Vigilare Wealth Management
|
BUY
|
- |
69.1K+ 96.3% |
$5.68M - $5.74M
|
141K
$11.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
4.41K+ 5.49% |
$362K - $366K
|
84.7K
$6.99M
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-127- 6.5% |
$10.4K - $10.6K
|
1.83K
$151K
|
|
|
Jul 18, 2025
Q2 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-135- 3.41% |
$11.1K - $11.2K
|
3.82K
$315K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-1.54K- 1.49% |
$126K - $128K
|
101K
$8.38M
|
|
|
Jul 18, 2025
Q2 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
1.59K+ 14.37% |
$131K - $132K
|
12.7K
$1.05M
|
|
|
Jul 18, 2025
Q2 2025
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
740+ 21.01% |
$60.8K - $61.5K
|
4.26K
$352K
|
|
|
Jul 18, 2025
Q2 2025
|
Clarity Financial LLC
|
SELL
|
- |
-22.3K- 3.39% |
$1.84M - $1.86M
|
637K
$52.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
572+ 3.19% |
$47K - $47.5K
|
18.5K
$1.53M
|
|
|
Jul 18, 2025
Q2 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-4.49K- 24.56% |
$369K - $374K
|
13.8K
$1.14M
|
|
|
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
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
106K+ 36.99% |
$8.75M - $8.84M
|
394K
$32.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
6+ 2.34% |
$493 - $499
|
262
$21.6K
|
|
|
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 17, 2025
Q2 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
5.82K+ 6.14% |
$479K - $484K
|
101K
$8.31M
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
750+ 70.16% |
$61.7K - $62.3K
|
1.82K
$150K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-47- 10.22% |
$3.86K - $3.91K
|
413
$34.1K
|
|
|
Jul 17, 2025
Q2 2025
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
786+ 1.41% |
$64.6K - $65.3K
|
56.7K
$4.68M
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-1.34K- 4.33% |
$110K - $111K
|
29.6K
$2.44M
|
|
|
Jul 17, 2025
Q2 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
779+ 1.48% |
$64K - $64.8K
|
53.5K
$4.41M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.92K+ 10.32% |
$158K - $160K
|
20.5K
$1.7M
|
|
|
Jul 17, 2025
Q2 2025
|
White Pine Investment CO
|
BUY
|
- |
5.54K+ 4.42% |
$456K - $461K
|
131K
$10.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-431- 14.95% |
$35.4K - $35.8K
|
2.45K
$202K
|
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-483- 6.1% |
$39.7K - $40.1K
|
7.43K
$613K
|
|
|
Jul 17, 2025
Q2 2025
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
3.24K+ 92.3% |
$266K - $269K
|
6.74K
$557K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-2.71K- 14.69% |
$222K - $225K
|
15.7K
$1.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-6.98K- 4.67% |
$573K - $580K
|
142K
$11.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-52.8K- 48.42% |
$4.34M - $4.39M
|
56.2K
$4.64M
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
7.95KNew |
$654K - $661K
|
7.95K
$656K
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-921- 10.98% |
$75.7K - $76.6K
|
7.47K
$616K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
12.6KNew |
$1.04M - $1.05M
|
12.6K
$1.04M
|
|
|
Jul 17, 2025
Q2 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-28- 0.05% |
$2.3K - $2.33K
|
53.7K
$4.43M
|
|
|
Jul 17, 2025
Q2 2025
|
Life Guide Financial Advisors, LLC
|
SELL
|
- |
-1.74K- 6.25% |
$143K - $144K
|
26.1K
$2.15M
|
|
|
Jul 17, 2025
Q2 2025
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
30.7K+ 54.19% |
$2.53M - $2.55M
|
87.4K
$7.22M
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
SELL
|
- |
-608- 3.64% |
$50K - $50.5K
|
16.1K
$1.33M
|