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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
40K+ 36.44% |
$3.27M - $3.32M
|
150K
$12.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
31.3KNew |
$2.56M - $2.6M
|
31.3K
$2.59M
|
|
|
Jan 31, 2025
Q4 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
24.7K+ 550.87% |
$2.02M - $2.05M
|
29.2K
$2.41M
|
|
|
Feb 07, 2025
Q4 2024
|
Miller Financial Services LLC
Marshall, MI |
BUY
|
- |
23.9KNew |
$1.95M - $1.98M
|
23.9K
$1.97M
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
22.6KNew |
$1.84M - $1.87M
|
22.6K
$1.86M
|
|
|
Feb 13, 2025
Q4 2024
|
Natixis
Paris, I0 |
BUY
|
- |
20.5KNew |
$1.68M - $1.7M
|
20.5K
$1.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Gen Financial Management, Inc.
Plymouth, MN |
BUY
|
- |
14.6KNew |
$1.19M - $1.21M
|
14.6K
$1.2M
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
10.9K+ 259.01% |
$890K - $903K
|
15.1K
$1.25M
|
|
|
Apr 09, 2025
Q4 2024
|
Compass Investment Advisers LLC
Portland, OR |
BUY
|
- |
7.76KNew |
$634K - $644K
|
7.76K
$641K
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
7.53K+ 35.13% |
$615K - $624K
|
29K
$2.39M
|
|
|
Feb 07, 2025
Q4 2024
|
Retirement Capital Strategies
|
BUY
|
- |
6.09K+ 153.0% |
$498K - $505K
|
10.1K
$832K
|
|
|
Jan 15, 2025
Q4 2024
|
Bts Asset Management, Inc.
|
BUY
|
- |
5.8KNew |
$474K - $481K
|
5.8K
$479K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
5.63KNew |
$459K - $466K
|
5.63K
$465K
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
4.96K+ 44.93% |
$405K - $411K
|
16K
$1.32M
|
|
|
Feb 20, 2025
Q4 2024
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
4.54KNew |
$370K - $376K
|
4.54K
$375K
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
4.39KNew |
$359K - $364K
|
4.39K
$363K
|
|
|
Feb 14, 2025
Q4 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
PUT |
4.1KNew |
$335K - $340K
|
4.1K
$339K
|
|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
4.04KNew |
$330K - $335K
|
4.04K
$334K
|
|
|
Feb 14, 2025
Q4 2024
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
3.85KNew |
$314K - $319K
|
3.85K
$318K
|
|
|
Mar 10, 2025
Q4 2024
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
BUY
|
- |
3.47KNew |
$284K - $288K
|
3.47K
$287K
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
BUY
|
- |
3.33KNew |
$272K - $276K
|
3.33K
$275K
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
3.3KNew |
$269K - $274K
|
3.3K
$272K
|
|
|
Aug 08, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3.17K+ 12.25% |
$259K - $263K
|
29K
$2.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
3.1KNew |
$253K - $257K
|
3.1K
$256K
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
2.79KNew |
$228K - $231K
|
2.79K
$230K
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
2.73KNew |
$223K - $226K
|
2.73K
$225K
|
|
|
Feb 12, 2025
Q4 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
2.65KNew |
$217K - $220K
|
2.65K
$219K
|
|
|
Jan 16, 2025
Q4 2024
|
Moulton Wealth Management, Inc
|
BUY
|
- |
2.59K+ 23.66% |
$212K - $215K
|
13.6K
$1.12M
|
|
|
May 14, 2025
Q4 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
2.56KNew |
$209K - $212K
|
2.56K
$211K
|
|
|
Mar 14, 2025
Q4 2024
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
2.56KNew |
$209K - $212K
|
2.56K
$211K
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
2.51KNew |
$205K - $208K
|
2.51K
$207K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
2.38K+ 24.17% |
$194K - $197K
|
12.2K
$1.01M
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
1.36K+ 49.93% |
$111K - $112K
|
4.07K
$336K
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
1.23KNew |
$100K - $102K
|
1.23K
$102K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
1.19KNew |
$96.9K - $98.4K
|
1.19K
$98K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
779New |
$63.6K - $64.6K
|
779
$64.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
770New |
$62.9K - $63.9K
|
770
$63.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
766+ 0.89% |
$62.6K - $63.5K
|
87.1K
$7.19M
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
590+ 0.24% |
$48.2K - $48.9K
|
249K
$20.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
550New |
$44.9K - $45.6K
|
550
$45.4K
|
|
|
Jan 16, 2025
Q4 2024
|
Purus Wealth Management, LLC
|
BUY
|
- |
530+ 8.65% |
$43.3K - $44K
|
6.66K
$550K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
439+ 0.95% |
$35.9K - $36.4K
|
46.8K
$3.86M
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
394New |
$32.2K - $32.7K
|
394
$32.6K
|
|
|
Aug 08, 2025
Q4 2024
|
Holos Integrated Wealth LLC
Kennett Square, PA |
BUY
|
- |
355New |
$29K - $29.4K
|
355
$29.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
300New |
$24.5K - $24.9K
|
300
$24.8K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
271+ 7.61% |
$22.1K - $22.5K
|
3.83K
$317K
|
|
|
Jan 22, 2025
Q4 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
241+ 9.8% |
$19.7K - $20K
|
2.7K
$223K
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
239New |
$19.5K - $19.8K
|
239
$19.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
173+ 1.16% |
$14.1K - $14.3K
|
15.1K
$1.25M
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
169+ 177.89% |
$13.8K - $14K
|
264
$21.8K
|