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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
16.8K+ 13.13% |
$1.37M - $1.39M
|
145K
$12M
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-4.6K- 41.42% |
$376K - $381K
|
6.51K
$538K
|
|
|
May 13, 2025
Q1 2025
|
Prudential PLC
London, England, X0 |
BUY
|
- |
27.3K+ 757.06% |
$2.23M - $2.25M
|
30.9K
$2.55M
|
|
|
May 13, 2025
Q1 2025
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
453+ 4.5% |
$37.1K - $37.5K
|
10.5K
$870K
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
14.2K+ 9.5% |
$1.16M - $1.18M
|
164K
$13.6M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-12.5K- 12.19% |
$1.03M - $1.04M
|
90.3K
$7.46M
|
|
|
May 13, 2025
Q1 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
6.83K+ 11.57% |
$558K - $565K
|
65.8K
$5.44M
|
|
|
May 13, 2025
Q1 2025
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
513+ 0.37% |
$42K - $42.4K
|
138K
$11.4M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
17.2K+ 37.76% |
$1.41M - $1.42M
|
62.7K
$5.19M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-17K- 5.67% |
$1.39M - $1.41M
|
283K
$23.4M
|
|
|
May 13, 2025
Q1 2025
|
Finley Financial, LLC
Las Vegas, NV |
SELL
|
- |
-1.2K- 27.62% |
$98.2K - $99.3K
|
3.15K
$260K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.53M- 29.45% |
$125M - $126M
|
3.66M
$302M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-4.96K- 27.63% |
$406K - $410K
|
13K
$1.07M
|
|
|
May 13, 2025
Q1 2025
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-478- 0.52% |
$39.1K - $39.5K
|
91.2K
$7.54M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
744+ 1.69% |
$60.9K - $61.6K
|
44.8K
$3.7M
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-950- 24.11% |
$77.7K - $78.6K
|
2.99K
$247K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-7.26K- 99.93% |
$594K - $600K
|
5
$413
|
|
|
May 13, 2025
Q1 2025
|
Independent Family Office, LLC
|
SELL
|
- |
-3.28K- 15.47% |
$268K - $271K
|
17.9K
$1.48M
|
|
|
May 13, 2025
Q1 2025
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-3.99K- 0.94% |
$327K - $330K
|
421K
$34.8M
|
|
|
May 13, 2025
Q1 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-160- 89.39% |
$13.1K - $13.2K
|
19
$1.57K
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.75K+ 9.54% |
$143K - $144K
|
20K
$1.66M
|
|
|
May 13, 2025
Q1 2025
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-289K- 68.93% |
$23.6M - $23.9M
|
130K
$10.8M
|
|
|
May 13, 2025
Q1 2025
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
38+ 0.61% |
$3.11K - $3.14K
|
6.26K
$518K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.44K- 3.73% |
$118K - $119K
|
37.1K
$3.07M
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
11+ 1.43% |
$900 - $910
|
782
$64.6K
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-211- 0.72% |
$17.3K - $17.5K
|
29.1K
$2.41M
|
|
|
May 13, 2025
Q1 2025
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
BUY
|
- |
2.22K+ 9.14% |
$181K - $183K
|
26.5K
$2.19M
|
|
|
May 13, 2025
Q1 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
2.38K+ 58.28% |
$194K - $196K
|
6.45K
$533K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-408K- 7.45% |
$33.4M - $33.8M
|
5.07M
$419M
|
|
|
May 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
BUY
|
- |
15.1KNew |
$1.23M - $1.25M
|
15.1K
$1.24M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-5.16K- 94.26% |
$422K - $427K
|
314
$26K
|
|
|
May 13, 2025
Q1 2025
|
Camden National Bank
Camden, ME |
BUY
|
- |
7.31K+ 6.22% |
$598K - $605K
|
125K
$10.3M
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-5.21K- 11.08% |
$426K - $431K
|
41.8K
$3.45M
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-171- 3.74% |
$14K - $14.1K
|
4.41K
$364K
|
|
|
May 13, 2025
Q1 2025
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
5.91K+ 11.15% |
$483K - $489K
|
58.9K
$4.87M
|
|
|
May 13, 2025
Q1 2025
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
5+ 0.06% |
$409 - $414
|
8.43K
$697K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
19.5K+ 9.3% |
$1.59M - $1.61M
|
229K
$18.9M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
30.8K+ 36.24% |
$2.52M - $2.55M
|
116K
$9.58M
|
|
|
May 13, 2025
Q1 2025
|
Wealthedge Investment Advisors, LLC
New York, NY |
BUY
|
- |
4.87K+ 16.47% |
$399K - $403K
|
34.4K
$2.85M
|
|
|
May 13, 2025
Q1 2025
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-39.2K- 25.51% |
$3.21M - $3.25M
|
115K
$9.47M
|
|
|
May 13, 2025
Q1 2025
|
Strong Box Wealth, LLC
|
BUY
|
- |
2.5K+ 1.92% |
$204K - $207K
|
133K
$11M
|
|
|
May 13, 2025
Q1 2025
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-7.5K- 33.23% |
$613K - $620K
|
15.1K
$1.25M
|
|
|
May 13, 2025
Q1 2025
|
Leuthold Group, LLC
|
BUY
|
- |
45.9K+ 38.31% |
$3.76M - $3.8M
|
166K
$13.7M
|
|
|
May 13, 2025
Q1 2025
|
Timelo Investment Management Inc.
|
SELL
|
- |
-86.7K- 62.46% |
$7.09M - $7.17M
|
52.1K
$4.31M
|
|
|
May 13, 2025
Q1 2025
|
American Investment Services, Inc.
|
BUY
|
- |
793+ 2.07% |
$64.9K - $65.6K
|
39K
$3.23M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
111K+ 270.22% |
$9.05M - $9.15M
|
151K
$12.5M
|
|
|
May 13, 2025
Q1 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-485- 4.54% |
$39.7K - $40.1K
|
10.2K
$843K
|
|
|
May 13, 2025
Q1 2025
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-2.27K- 11.84% |
$186K - $188K
|
16.9K
$1.4M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-81.2K- 22.48% |
$6.64M - $6.72M
|
280K
$23.1M
|
|
|
May 13, 2025
Q1 2025
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-71.3K- 64.04% |
$5.83M - $5.89M
|
40K
$3.31M
|