Latest Institutional Purchases of Ishares Barclays 1 3 Year Trea (SHY)
This list provides information on the latest institutional transactions involving Ishares Barclays 1 3 Year Trea (SHY) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 23, 2025
Q2 2025
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
188+ 2.53% |
$15.5K - $15.6K
|
7.61K
$628K
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
182+ 1.04% |
$15K - $15.1K
|
17.8K
$1.47M
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
182+ 3.69% |
$15K - $15.1K
|
5.11K
$422K
|
|
Aug 13, 2025
Q2 2025
|
Argyle Capital Partners, LLC
Los Angeles, CA |
BUY
|
- |
180+ 1.01% |
$14.8K - $15K
|
18K
$1.49M
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
178+ 4.41% |
$14.6K - $14.8K
|
4.22K
$348K
|
|
Jul 23, 2025
Q2 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
174+ 0.21% |
$14.3K - $14.5K
|
84.5K
$6.98M
|
|
Aug 11, 2025
Q2 2025
|
True Private Wealth Advisors
|
BUY
|
- |
170+ 0.77% |
$14K - $14.1K
|
22.1K
$1.83M
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
170New |
$14K - $14.1K
|
170
$14K
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
170+ 0.54% |
$14K - $14.1K
|
31.9K
$2.64M
|
|
Aug 08, 2025
Q2 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
169+ 4.78% |
$13.9K - $14K
|
3.7K
$306K
|
|
Jul 23, 2025
Q2 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
166+ 1.28% |
$13.6K - $13.8K
|
13.1K
$1.08M
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
153New |
$12.6K - $12.7K
|
153
$12.6K
|
|
Jul 30, 2025
Q2 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
142New |
$11.7K - $11.8K
|
142
$11.7K
|
|
Jul 15, 2025
Q2 2025
|
Wealth Effects LLC
|
BUY
|
- |
137+ 4.14% |
$11.3K - $11.4K
|
3.45K
$285K
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
135New |
$11.1K - $11.2K
|
135
$11.2K
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
133+ 2660.0% |
$10.9K - $11.1K
|
138
$11.4K
|
|
Jul 10, 2025
Q2 2025
|
Stolper CO
|
BUY
|
- |
132+ 1.63% |
$10.9K - $11K
|
8.25K
$682K
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
125+ 45.45% |
$10.3K - $10.4K
|
400
$33K
|
|
Aug 04, 2025
Q2 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
123+ 1.9% |
$10.1K - $10.2K
|
6.61K
$546K
|
|
Jul 23, 2025
Q2 2025
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
BUY
|
- |
115+ 0.99% |
$9.45K - $9.56K
|
11.7K
$970K
|
|
Jul 21, 2025
Q2 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
113+ 0.99% |
$9.29K - $9.39K
|
11.6K
$955K
|
|
Jul 29, 2025
Q2 2025
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
111+ 0.07% |
$9.13K - $9.23K
|
149K
$12.3M
|
|
Jul 28, 2025
Q2 2025
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
107+ 0.26% |
$8.8K - $8.89K
|
41.4K
$3.42M
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
101+ 1.77% |
$8.3K - $8.4K
|
5.82K
$481K
|
|
Jul 16, 2025
Q2 2025
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
98+ 3.93% |
$8.06K - $8.15K
|
2.59K
$214K
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
98+ 150.77% |
$8.06K - $8.15K
|
163
$13.5K
|
|
Jul 28, 2025
Q2 2025
|
Omnia Family Wealth, LLC
|
BUY
|
- |
88+ 3.25% |
$7.23K - $7.31K
|
2.79K
$231K
|
|
Jul 14, 2025
Q2 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
88+ 0.9% |
$7.23K - $7.31K
|
9.86K
$815K
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
87+ 0.8% |
$7.15K - $7.23K
|
11K
$905K
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
BUY
|
- |
85+ 1.24% |
$6.99K - $7.07K
|
6.96K
$575K
|
|
Aug 12, 2025
Q2 2025
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
84+ 2.52% |
$6.91K - $6.98K
|
3.42K
$282K
|
|
Aug 12, 2025
Q2 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
78+ 0.51% |
$6.41K - $6.48K
|
15.3K
$1.26M
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
75+ 1.57% |
$6.17K - $6.23K
|
4.86K
$401K
|
|
Aug 12, 2025
Q2 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
72+ 1.95% |
$5.92K - $5.98K
|
3.77K
$312K
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
70+ 0.99% |
$5.75K - $5.82K
|
7.14K
$590K
|
|
Jul 09, 2025
Q2 2025
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
70+ 0.62% |
$5.75K - $5.82K
|
11.4K
$943K
|
|
Aug 14, 2025
Q2 2025
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
67+ 0.21% |
$5.51K - $5.57K
|
31.7K
$2.62M
|
|
Aug 13, 2025
Q2 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
67+ 2.36% |
$5.51K - $5.57K
|
2.9K
$240K
|
|
Jul 09, 2025
Q2 2025
|
Sawyer & Company, Inc
|
BUY
|
- |
65New |
$5.34K - $5.4K
|
65
$5.37K
|
|
Jul 30, 2025
Q2 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
63+ 0.99% |
$5.18K - $5.24K
|
6.45K
$533K
|
|
Aug 14, 2025
Q2 2025
|
Discovery Capital Management, LLC
South Norwalk, CT |
BUY
|
- |
62+ 0.88% |
$5.1K - $5.15K
|
7.1K
$586K
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
61+ 0.09% |
$5.01K - $5.07K
|
66.4K
$5.48M
|
|
Aug 13, 2025
Q2 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
60+ 0.3% |
$4.93K - $4.99K
|
19.9K
$1.65M
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
59+ 1.11% |
$4.85K - $4.9K
|
5.35K
$442K
|
|
Aug 12, 2025
Q2 2025
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
54+ 0.64% |
$4.44K - $4.49K
|
8.49K
$701K
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
54+ 13.78% |
$4.44K - $4.49K
|
446
$36.8K
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
52+ 0.16% |
$4.27K - $4.32K
|
32.4K
$2.67M
|
|
Jul 30, 2025
Q2 2025
|
Capital Investment Services Of America, Inc.
|
BUY
|
- |
51+ 0.04% |
$4.19K - $4.24K
|
145K
$12M
|
|
Aug 14, 2025
Q2 2025
|
Van Eck Associates Corp
|
BUY
|
- |
50+ 12.63% |
$4.11K - $4.16K
|
446
$36.8K
|
|
Jul 29, 2025
Q2 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
49+ 0.66% |
$4.03K - $4.07K
|
7.43K
$614K
|