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 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-414- 14.35% |
$34K - $34.4K
|
2.47K
$204K
|
|
|
Jul 08, 2025
Q2 2025
|
Boltwood Capital Management
|
SELL
|
- |
-100- 0.13% |
$8.22K - $8.31K
|
75.6K
$6.24M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
22.5K+ 275.78% |
$1.85M - $1.87M
|
30.7K
$2.53M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
SELL
|
- |
-3K- 5.63% |
$247K - $250K
|
50.3K
$4.15M
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
2+ 0.01% |
$164 - $166
|
29.5K
$2.44M
|
|
|
Jul 08, 2025
Q2 2025
|
Martin Capital Partners, LLC
|
BUY
|
- |
21K+ 69.25% |
$1.73M - $1.75M
|
51.4K
$4.25M
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
BUY
|
- |
20+ 0.79% |
$1.64K - $1.66K
|
2.54K
$209K
|
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
99.3K+ 17.71% |
$8.17M - $8.26M
|
660K
$54.5M
|
|
|
Jul 08, 2025
Q2 2025
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
1.88K+ 2.06% |
$155K - $156K
|
93.1K
$7.68M
|
|
|
Jul 08, 2025
Q2 2025
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-5.03K- 41.35% |
$413K - $418K
|
7.13K
$588K
|
|
|
Jul 08, 2025
Q2 2025
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-13- 0.08% |
$1.07K - $1.08K
|
16.6K
$1.37M
|
|
|
Jul 08, 2025
Q2 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-777- 8.32% |
$63.9K - $64.6K
|
8.57K
$707K
|
|
|
Jul 08, 2025
Q2 2025
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
918+ 1.22% |
$75.5K - $76.3K
|
76.2K
$6.29M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
125+ 45.45% |
$10.3K - $10.4K
|
400
$33K
|
|
|
Jul 08, 2025
Q2 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-48K- 94.99% |
$3.95M - $3.99M
|
2.53K
$209K
|
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
44+ 1.74% |
$3.62K - $3.66K
|
2.57K
$212K
|
|
|
Jul 07, 2025
Q2 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
6.89K+ 105.11% |
$567K - $573K
|
13.5K
$1.11M
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
54+ 13.78% |
$4.44K - $4.49K
|
446
$36.8K
|
|
|
Jul 07, 2025
Q2 2025
|
Modus Advisors, LLC
|
SELL
|
- |
-933- 1.37% |
$76.7K - $77.6K
|
67K
$5.53M
|
|
|
Jul 07, 2025
Q2 2025
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
SELL
|
- |
-4.58K- 62.11% |
$377K - $381K
|
2.8K
$231K
|
|
|
Jul 07, 2025
Q2 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
75.7K+ 367.38% |
$6.22M - $6.29M
|
96.3K
$7.95M
|
|
|
Jul 07, 2025
Q2 2025
|
Lwm Advisors Inc
El Dorado Hills, CA |
BUY
|
- |
2.93K+ 2.95% |
$241K - $243K
|
102K
$8.43M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
621+ 3.24% |
$51.1K - $51.6K
|
19.8K
$1.63M
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
240+ 4.0% |
$19.7K - $19.9K
|
6.24K
$515K
|
|
|
Jul 07, 2025
Q2 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
48+ 2.76% |
$3.95K - $3.99K
|
1.78K
$147K
|
|
|
Jul 07, 2025
Q2 2025
|
Twele Capital Management, Inc.
|
SELL
|
- |
-361- 6.77% |
$29.7K - $30K
|
4.98K
$411K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
553+ 1.14% |
$45.5K - $46K
|
49.1K
$4.05M
|
|
|
Jul 07, 2025
Q2 2025
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
6.97K+ 282.35% |
$573K - $580K
|
9.44K
$780K
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
4.69KNew |
$385K - $390K
|
4.69K
$387K
|
|
|
Jul 03, 2025
Q2 2025
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
382+ 1.71% |
$31.4K - $31.8K
|
22.8K
$1.88M
|
|
|
Jul 03, 2025
Q2 2025
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-20.2K- 25.66% |
$1.66M - $1.68M
|
58.4K
$4.82M
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
BUY
|
- |
85+ 1.24% |
$6.99K - $7.07K
|
6.96K
$574K
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-89- 3.14% |
$7.32K - $7.4K
|
2.74K
$226K
|
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-184- 2.69% |
$15.1K - $15.3K
|
6.65K
$549K
|
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
17.2KNew |
$1.41M - $1.43M
|
17.2K
$1.42M
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
6.47KNew |
$532K - $538K
|
6.47K
$534K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-338- 0.87% |
$27.8K - $28.1K
|
38.7K
$3.19M
|
|
| Q1 2025 | |||||||
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-190- 99.48% |
$15.5K - $15.7K
|
1
$82.6
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
20New |
$1.64K - $1.65K
|
20
$1.65K
|
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
6.23K+ 182.52% |
$510K - $516K
|
9.65K
$796K
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
764+ 0.2% |
$62.5K - $63.2K
|
392K
$32.4M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
67.6K+ 161.28% |
$5.53M - $5.59M
|
110K
$9.04M
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-9.07K- 54.42% |
$742K - $750K
|
7.59K
$627K
|
|
|
May 27, 2025
Q1 2025
|
Addison Capital CO
|
SELL
|
- |
-1.33K- 13.38% |
$109K - $110K
|
8.62K
$712K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-12.1K- 15.24% |
$993K - $1M
|
67.5K
$5.57M
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-12.4K- 14.95% |
$1.01M - $1.02M
|
70.5K
$5.82M
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-150- 54.74% |
$12.3K - $12.4K
|
124
$10.2K
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
485New |
$39.7K - $40.1K
|
485
$40K
|
|
|
May 20, 2025
Q1 2025
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
586+ 0.28% |
$48K - $48.5K
|
207K
$17.1M
|
|
|
May 20, 2025
Q1 2025
|
Cbm Financial, LLC
Austin, TX |
BUY
|
- |
47.8KNew |
$3.91M - $3.96M
|
47.8K
$3.95M
|
|