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 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
75K+ 95.96% |
$6.16M - $6.23M
|
153K
$12.6M
|
|
Jul 11, 2025
Q2 2025
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
3+ 0.2% |
$247 - $249
|
1.54K
$127K
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
13.7K+ 11.66% |
$1.12M - $1.14M
|
131K
$10.8M
|
|
Jul 11, 2025
Q2 2025
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
25.5KNew |
$2.09M - $2.12M
|
25.5K
$2.1M
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
87+ 0.8% |
$7.15K - $7.23K
|
11K
$904K
|
|
Jul 11, 2025
Q2 2025
|
Arrow Investment Advisors, LLC
Laurel, MD |
BUY
|
- |
32.8K+ 216.37% |
$2.69M - $2.72M
|
47.9K
$3.95M
|
|
Jul 11, 2025
Q2 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
7+ 0.12% |
$575 - $582
|
5.89K
$486K
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
355+ 2.45% |
$29.2K - $29.5K
|
14.9K
$1.23M
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-101- 2.24% |
$8.3K - $8.4K
|
4.4K
$363K
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
BUY
|
- |
9.47K+ 8.53% |
$779K - $787K
|
121K
$9.95M
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-780- 1.29% |
$64.1K - $64.8K
|
59.6K
$4.92M
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-4.11K- 0.96% |
$338K - $341K
|
426K
$35.1M
|
|
Jul 10, 2025
Q2 2025
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-654- 1.23% |
$53.8K - $54.4K
|
52.4K
$4.33M
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
420+ 1.87% |
$34.5K - $34.9K
|
22.9K
$1.89M
|
|
Jul 10, 2025
Q2 2025
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
15.2KNew |
$1.25M - $1.26M
|
15.2K
$1.25M
|
|
Jul 10, 2025
Q2 2025
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
7.78KNew |
$640K - $647K
|
7.78K
$642K
|
|
Jul 10, 2025
Q2 2025
|
Rockland Trust CO
|
SELL
|
- |
-403- 3.08% |
$33.1K - $33.5K
|
12.7K
$1.05M
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
153New |
$12.6K - $12.7K
|
153
$12.6K
|
|
Jul 10, 2025
Q2 2025
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
4.56K+ 1.96% |
$375K - $379K
|
237K
$19.6M
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-412- 6.25% |
$33.9K - $34.2K
|
6.18K
$510K
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
70+ 0.99% |
$5.75K - $5.82K
|
7.14K
$590K
|
|
Jul 10, 2025
Q2 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
8.38K+ 15.05% |
$689K - $697K
|
64.1K
$5.29M
|
|
Jul 10, 2025
Q2 2025
|
Stolper CO
|
BUY
|
- |
132+ 1.63% |
$10.9K - $11K
|
8.25K
$681K
|
|
Jul 10, 2025
Q2 2025
|
Arkfeld Wealth Strategies, L.L.C.
|
SELL
|
- |
-2.24K- 42.01% |
$184K - $187K
|
3.1K
$256K
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-1.73K- 5.68% |
$142K - $144K
|
28.7K
$2.37M
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-30.7K- 98.5% |
$2.52M - $2.55M
|
468
$38.6K
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
45.6M+ 593415.62% |
$3.75B - $3.79B
|
45.6M
$3.77B
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
BUY
|
- |
564+ 3.45% |
$46.4K - $46.9K
|
16.9K
$1.4M
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-3.09K- 2.77% |
$254K - $257K
|
109K
$8.96M
|
|
Jul 09, 2025
Q2 2025
|
Bay Rivers Group
|
BUY
|
- |
878+ 18.83% |
$72.2K - $73K
|
5.54K
$457K
|
|
Jul 09, 2025
Q2 2025
|
Sterling Manor Financial, LLC
|
BUY
|
- |
5.7K+ 7.52% |
$468K - $474K
|
81.5K
$6.73M
|
|
Jul 09, 2025
Q2 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
631+ 7.13% |
$51.9K - $52.4K
|
9.48K
$783K
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-75- 9.25% |
$6.17K - $6.23K
|
736
$60.8K
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-2.13K- 31.93% |
$175K - $177K
|
4.55K
$375K
|
|
Jul 09, 2025
Q2 2025
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
10+ 0.36% |
$822 - $831
|
2.75K
$227K
|
|
Jul 09, 2025
Q2 2025
|
Lake Hills Wealth Management, LLC
|
SELL
|
- |
-60.1K- 27.7% |
$4.94M - $4.99M
|
157K
$12.9M
|
|
Jul 09, 2025
Q2 2025
|
Sawyer & Company, Inc
|
BUY
|
- |
65New |
$5.34K - $5.4K
|
65
$5.37K
|
|
Jul 09, 2025
Q2 2025
|
Divergent Planning, LLC
|
BUY
|
- |
142KNew |
$11.7M - $11.8M
|
142K
$11.7M
|
|
Jul 09, 2025
Q2 2025
|
Strong Box Wealth, LLC
|
BUY
|
- |
9.22K+ 6.95% |
$758K - $766K
|
142K
$11.7M
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-5.01K- 2.06% |
$412K - $416K
|
238K
$19.6M
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
3.86K+ 2.72% |
$317K - $321K
|
146K
$12M
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-1.19K- 14.22% |
$97.8K - $98.9K
|
7.18K
$593K
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
170+ 0.54% |
$14K - $14.1K
|
31.9K
$2.63M
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
3.64K+ 28.19% |
$299K - $302K
|
16.5K
$1.37M
|
|
Jul 09, 2025
Q2 2025
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
70+ 0.62% |
$5.75K - $5.82K
|
11.4K
$942K
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
3.33KNew |
$274K - $277K
|
3.33K
$275K
|
|
Jul 09, 2025
Q2 2025
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
1.88K+ 8.79% |
$155K - $156K
|
23.3K
$1.92M
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
SELL
|
- |
-434- 1.23% |
$35.7K - $36.1K
|
34.7K
$2.87M
|
|
Jul 09, 2025
Q2 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-1.86K- 4.06% |
$153K - $155K
|
43.9K
$3.63M
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3.14K+ 3.42% |
$258K - $261K
|
94.8K
$7.83M
|