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 15, 2025
Q2 2025
|
Well Done, LLC
|
BUY
|
- |
14.5K+ 25.89% |
$1.19M - $1.2M
|
70.5K
$5.82M
|
|
|
Jul 15, 2025
Q2 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
29.6K+ 4.51% |
$2.43M - $2.46M
|
686K
$56.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Dsg Capital Advisors, LLC
Edina, MN |
BUY
|
- |
36.8KNew |
$3.02M - $3.06M
|
36.8K
$3.03M
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
3.12K+ 32.71% |
$257K - $260K
|
12.7K
$1.05M
|
|
|
Jul 15, 2025
Q2 2025
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
3.64KNew |
$300K - $303K
|
3.64K
$301K
|
|
|
Jul 15, 2025
Q2 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
1.61K+ 36.28% |
$133K - $134K
|
6.06K
$501K
|
|
|
Jul 15, 2025
Q2 2025
|
Wealth Effects LLC
|
BUY
|
- |
137+ 4.14% |
$11.3K - $11.4K
|
3.45K
$285K
|
|
|
Jul 15, 2025
Q2 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-379- 9.63% |
$31.2K - $31.5K
|
3.56K
$294K
|
|
|
Jul 15, 2025
Q2 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
3.9K+ 11.91% |
$320K - $324K
|
36.6K
$3.02M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-21.5K- 2.34% |
$1.76M - $1.78M
|
897K
$74.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Postrock Partners LLC
Overland Park, OR |
BUY
|
- |
266+ 5.4% |
$21.9K - $22.1K
|
5.19K
$429K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
513+ 1.51% |
$42.2K - $42.6K
|
34.6K
$2.85M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-20.3K- 17.7% |
$1.67M - $1.69M
|
94.5K
$7.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.49K+ 49.85% |
$122K - $124K
|
4.48K
$370K
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
3.5KNew |
$288K - $291K
|
3.5K
$289K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
78.9KNew |
$6.48M - $6.55M
|
78.9K
$6.51M
|
|
|
Jul 14, 2025
Q2 2025
|
Edge Wealth Management LLC
|
BUY
|
- |
9.75K+ 2.78% |
$802K - $811K
|
361K
$29.8M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-80- 1.81% |
$6.58K - $6.65K
|
4.33K
$357K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
25.5K+ 13.48% |
$2.1M - $2.12M
|
215K
$17.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-185- 4.38% |
$15.2K - $15.4K
|
4.04K
$333K
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
98+ 150.77% |
$8.06K - $8.15K
|
163
$13.5K
|
|
|
Jul 14, 2025
Q2 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
1.86K+ 9.92% |
$153K - $155K
|
20.6K
$1.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
48+ 1.72% |
$3.95K - $3.99K
|
2.83K
$234K
|
|
|
Jul 14, 2025
Q2 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-3.75K- 45.29% |
$308K - $312K
|
4.53K
$374K
|
|
|
Jul 14, 2025
Q2 2025
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
269KNew |
$22.1M - $22.4M
|
269K
$22.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
88+ 0.9% |
$7.23K - $7.31K
|
9.86K
$814K
|
|
|
Jul 14, 2025
Q2 2025
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-150- 3.88% |
$12.3K - $12.5K
|
3.72K
$307K
|
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-229- 7.01% |
$18.8K - $19K
|
3.04K
$251K
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
1.67K+ 16.74% |
$137K - $139K
|
11.7K
$963K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
3.01KNew |
$247K - $250K
|
3.01K
$248K
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
18.1KNew |
$1.49M - $1.5M
|
18.1K
$1.49M
|
|
|
Jul 14, 2025
Q2 2025
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
340+ 2.52% |
$28K - $28.3K
|
13.8K
$1.14M
|
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
14+ 0.17% |
$1.15K - $1.16K
|
8.46K
$698K
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.47K+ 3.72% |
$121K - $122K
|
40.9K
$3.38M
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers Trust CO
|
BUY
|
- |
597+ 4.52% |
$49.1K - $49.6K
|
13.8K
$1.14M
|
|
|
Jul 14, 2025
Q2 2025
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-36- 0.32% |
$2.96K - $2.99K
|
11.3K
$929K
|
|
|
Jul 14, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
74.7KNew |
$6.14M - $6.21M
|
74.7K
$6.17M
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
2.25K+ 46.98% |
$185K - $187K
|
7.04K
$581K
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
BUY
|
- |
2.93K+ 9.49% |
$241K - $244K
|
33.8K
$2.79M
|
|
|
Jul 14, 2025
Q2 2025
|
Family Wealth Partners, LLC
Matthews, NC |
SELL
|
- |
-558- 1.78% |
$45.9K - $46.4K
|
30.9K
$2.55M
|
|
|
Jul 14, 2025
Q2 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
705+ 2.51% |
$58K - $58.6K
|
28.8K
$2.38M
|
|
|
Jul 14, 2025
Q2 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
7.57KNew |
$622K - $629K
|
7.57K
$625K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-587- 1.0% |
$48.3K - $48.8K
|
58K
$4.79M
|
|
|
Jul 11, 2025
Q2 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
4.07K+ 26.1% |
$335K - $338K
|
19.7K
$1.62M
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
441+ 11.82% |
$36.3K - $36.7K
|
4.17K
$344K
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
75+ 1.57% |
$6.17K - $6.23K
|
4.86K
$401K
|
|
|
Jul 11, 2025
Q2 2025
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
40+ 0.2% |
$3.29K - $3.32K
|
20.4K
$1.68M
|
|
|
Jul 11, 2025
Q2 2025
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
1.8K+ 50.7% |
$148K - $150K
|
5.35K
$442K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
91.6K+ 35.13% |
$7.53M - $7.62M
|
352K
$29.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
307KNew |
$25.2M - $25.5M
|
307K
$25.3M
|