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 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-1.8K- 8.19% |
$148K - $149K
|
20.1K
$1.66M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
BUY
|
- |
54.7K+ 20.91% |
$4.49M - $4.54M
|
316K
$26.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
4.14KNew |
$340K - $344K
|
4.14K
$342K
|
|
|
Jul 16, 2025
Q2 2025
|
Freestate Advisors LLC
Overland Park, KS |
SELL
|
- |
-1.06K- 5.03% |
$86.8K - $87.8K
|
19.9K
$1.64M
|
|
|
Jul 16, 2025
Q2 2025
|
Bright Financial Advisors, Inc.
Portage, MI |
SELL
|
- |
-203- 1.93% |
$16.7K - $16.9K
|
10.3K
$852K
|
|
|
Jul 16, 2025
Q2 2025
|
A. D. Beadell Investment Counsel, Inc.
|
BUY
|
- |
543+ 9.83% |
$44.6K - $45.1K
|
6.07K
$501K
|
|
|
Jul 16, 2025
Q2 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
3.61KNew |
$297K - $300K
|
3.61K
$298K
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
1.79K+ 58.16% |
$147K - $148K
|
4.85K
$401K
|
|
|
Jul 16, 2025
Q2 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
BUY
|
- |
3.86KNew |
$317K - $320K
|
3.86K
$318K
|
|
|
Jul 16, 2025
Q2 2025
|
Amarillo National Bank
|
BUY
|
- |
339+ 3.23% |
$27.9K - $28.2K
|
10.8K
$893K
|
|
|
Jul 16, 2025
Q2 2025
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
2.7K+ 8.09% |
$222K - $224K
|
36K
$2.98M
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
38+ 0.92% |
$3.12K - $3.16K
|
4.19K
$345K
|
|
|
Jul 16, 2025
Q2 2025
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
98+ 3.93% |
$8.06K - $8.15K
|
2.59K
$214K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-664- 43.51% |
$54.6K - $55.2K
|
862
$71.2K
|
|
|
Jul 16, 2025
Q2 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
252+ 7.84% |
$20.7K - $20.9K
|
3.47K
$286K
|
|
|
Jul 16, 2025
Q2 2025
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-1.79K- 3.11% |
$147K - $148K
|
55.6K
$4.59M
|
|
|
Jul 16, 2025
Q2 2025
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-15- 0.03% |
$1.23K - $1.25K
|
43.1K
$3.55M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-7.28K- 38.94% |
$599K - $605K
|
11.4K
$943K
|
|
|
Jul 16, 2025
Q2 2025
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-4.07K- 5.16% |
$334K - $338K
|
74.7K
$6.17M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
236+ 27.44% |
$19.4K - $19.6K
|
1.1K
$90.5K
|
|
|
Jul 16, 2025
Q2 2025
|
West Branch Capital LLC
|
BUY
|
- |
3+ 0.92% |
$247 - $249
|
328
$27.1K
|
|
|
Jul 16, 2025
Q2 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
226+ 0.95% |
$18.6K - $18.8K
|
24.1K
$1.99M
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-366- 2.56% |
$30.1K - $30.4K
|
13.9K
$1.15M
|
|
|
Jul 16, 2025
Q2 2025
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
1.16K+ 3.65% |
$95.1K - $96.2K
|
32.8K
$2.71M
|
|
|
Jul 16, 2025
Q2 2025
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
2.58K+ 3.43% |
$212K - $214K
|
77.8K
$6.42M
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1.12KNew |
$91.7K - $92.8K
|
1.12K
$92.1K
|
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-1.42K- 23.42% |
$117K - $118K
|
4.65K
$384K
|
|
|
Jul 16, 2025
Q2 2025
|
Barry Investment Advisors, LLC
|
BUY
|
- |
7.27K+ 59.13% |
$598K - $604K
|
19.6K
$1.61M
|
|
|
Jul 16, 2025
Q2 2025
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-4.25K- 15.67% |
$349K - $353K
|
22.8K
$1.89M
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
517+ 14.34% |
$42.5K - $43K
|
4.12K
$340K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-571- 2.35% |
$46.9K - $47.5K
|
23.8K
$1.96M
|
|
|
Jul 16, 2025
Q2 2025
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
1.44K+ 1.71% |
$119K - $120K
|
85.9K
$7.09M
|
|
|
Jul 15, 2025
Q2 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
SELL
|
- |
-9.43K- 54.81% |
$775K - $784K
|
7.78K
$642K
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
36+ 0.42% |
$2.96K - $2.99K
|
8.53K
$704K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
1.49K+ 0.48% |
$122K - $124K
|
310K
$25.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
7.03KNew |
$578K - $584K
|
7.03K
$580K
|
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-171- 44.65% |
$14.1K - $14.2K
|
212
$17.5K
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
SELL
|
- |
-441- 3.18% |
$36.3K - $36.7K
|
13.4K
$1.11M
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
19.8K+ 220.54% |
$1.63M - $1.64M
|
28.7K
$2.37M
|
|
|
Jul 15, 2025
Q2 2025
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
2.21K+ 9.75% |
$182K - $184K
|
24.9K
$2.05M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-594- 3.74% |
$48.8K - $49.4K
|
15.3K
$1.26M
|
|
|
Jul 15, 2025
Q2 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
7.7KNew |
$633K - $640K
|
7.7K
$636K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
22.8K+ 53.86% |
$1.88M - $1.9M
|
65.2K
$5.38M
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.67K+ 1.96% |
$138K - $139K
|
87.3K
$7.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
1.05K+ 1.42% |
$85.9K - $86.9K
|
74.7K
$6.16M
|
|
|
Jul 15, 2025
Q2 2025
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-1.56K- 14.59% |
$128K - $130K
|
9.12K
$753K
|
|
|
Jul 15, 2025
Q2 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-931- 18.97% |
$76.5K - $77.4K
|
3.98K
$328K
|
|
|
Jul 15, 2025
Q2 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-7.23K- 25.74% |
$594K - $601K
|
20.9K
$1.72M
|
|
|
Jul 15, 2025
Q2 2025
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
1.62K+ 4.99% |
$133K - $134K
|
34K
$2.81M
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-34- 0.8% |
$2.8K - $2.83K
|
4.22K
$348K
|