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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2025
Q2 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
6.06KNew |
$498K - $504K
|
6.06K
$501K
|
|
|
Jul 22, 2025
Q2 2025
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
6.06KNew |
$498K - $503K
|
6.06K
$500K
|
|
|
Jul 30, 2025
Q2 2025
|
Journey Advisory Group, LLC
|
BUY
|
- |
6K+ 39.86% |
$493K - $499K
|
21.1K
$1.74M
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
5.93K+ 24.19% |
$488K - $493K
|
30.4K
$2.52M
|
|
|
Aug 04, 2025
Q2 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
5.92K+ 10.86% |
$487K - $492K
|
60.4K
$4.99M
|
|
|
Jul 22, 2025
Q2 2025
|
Peoples Bank
|
BUY
|
- |
5.87K+ 15.72% |
$482K - $487K
|
43.2K
$3.57M
|
|
|
Jul 17, 2025
Q2 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
5.82K+ 6.14% |
$479K - $484K
|
101K
$8.32M
|
|
|
Aug 11, 2025
Q2 2025
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
5.77K+ 22.73% |
$474K - $480K
|
31.2K
$2.57M
|
|
|
Jul 28, 2025
Q2 2025
|
Aries Wealth Management
|
BUY
|
- |
5.71K+ 16.94% |
$469K - $474K
|
39.4K
$3.25M
|
|
|
Jul 28, 2025
Q2 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
5.7K+ 5.66% |
$468K - $474K
|
106K
$8.79M
|
|
|
Jul 09, 2025
Q2 2025
|
Sterling Manor Financial, LLC
|
BUY
|
- |
5.7K+ 7.52% |
$468K - $474K
|
81.5K
$6.73M
|
|
|
Jul 17, 2025
Q2 2025
|
White Pine Investment CO
|
BUY
|
- |
5.54K+ 4.42% |
$456K - $461K
|
131K
$10.8M
|
|
|
Aug 07, 2025
Q2 2025
|
Strategy Asset Managers LLC
|
BUY
|
- |
5.42K+ 50.7% |
$446K - $451K
|
16.1K
$1.33M
|
|
|
Jul 30, 2025
Q2 2025
|
Patten Group, Inc.
|
BUY
|
- |
5.41K+ 23.33% |
$445K - $449K
|
28.6K
$2.36M
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
5.4K+ 39.62% |
$444K - $449K
|
19K
$1.57M
|
|
|
Jul 22, 2025
Q2 2025
|
Dt Investment Partners, LLC
|
BUY
|
- |
5.36K+ 4.64% |
$441K - $446K
|
121K
$9.99M
|
|
|
Aug 01, 2025
Q2 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
5.29K+ 29.41% |
$435K - $440K
|
23.3K
$1.92M
|
|
|
Jul 29, 2025
Q2 2025
|
Aspiriant, LLC
|
BUY
|
- |
5.25K+ 70.24% |
$432K - $436K
|
12.7K
$1.05M
|
|
|
Jul 21, 2025
Q2 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
5.21K+ 46.78% |
$428K - $433K
|
16.3K
$1.35M
|
|
|
Aug 12, 2025
Q2 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
5.2K+ 80.57% |
$427K - $432K
|
11.6K
$962K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
5.18KNew |
$426K - $431K
|
5.18K
$428K
|
|
|
Jul 24, 2025
Q2 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
5.18K+ 15.6% |
$426K - $430K
|
38.4K
$3.17M
|
|
|
Jul 30, 2025
Q2 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
5.17KNew |
$425K - $429K
|
5.17K
$427K
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
5.07KNew |
$417K - $422K
|
5.07K
$419K
|
|
|
Aug 07, 2025
Q2 2025
|
Latko Wealth Management, Ltd.
Frankfort, IL |
BUY
|
- |
5.06K+ 39.09% |
$416K - $421K
|
18K
$1.49M
|
|
|
Aug 13, 2025
Q2 2025
|
Gibbs Wealth Management
Alpharetta, GA |
BUY
|
- |
5.05KNew |
$415K - $420K
|
5.05K
$417K
|
|
|
Aug 11, 2025
Q2 2025
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
4.97K+ 2.39% |
$408K - $413K
|
212K
$17.5M
|
|
|
Aug 06, 2025
Q2 2025
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
4.95KNew |
$407K - $411K
|
4.95K
$409K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
4.95K+ 2.52% |
$407K - $411K
|
201K
$16.6M
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
4.69KNew |
$385K - $390K
|
4.69K
$387K
|
|
|
Jul 29, 2025
Q2 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
4.65K+ 99.13% |
$382K - $386K
|
9.34K
$771K
|
|
|
Jul 10, 2025
Q2 2025
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
4.56K+ 1.96% |
$375K - $379K
|
237K
$19.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
4.55KNew |
$374K - $378K
|
4.55K
$376K
|
|
|
Aug 04, 2025
Q2 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
4.46KNew |
$367K - $371K
|
4.46K
$368K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
4.41K+ 5.49% |
$362K - $366K
|
84.7K
$7M
|
|
|
Jul 31, 2025
Q2 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
4.39KNew |
$361K - $365K
|
4.39K
$363K
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
4.3KNew |
$354K - $358K
|
4.3K
$356K
|
|
|
Aug 12, 2025
Q2 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
4.18K+ 136.53% |
$343K - $347K
|
7.23K
$598K
|
|
|
Jul 16, 2025
Q2 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
4.14KNew |
$340K - $344K
|
4.14K
$342K
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
4.1K+ 22.24% |
$337K - $341K
|
22.5K
$1.86M
|
|
|
Jul 11, 2025
Q2 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
4.07K+ 26.1% |
$335K - $338K
|
19.7K
$1.62M
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
4.02K+ 7.37% |
$330K - $334K
|
58.5K
$4.83M
|
|
|
Jul 24, 2025
Q2 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
4KNew |
$329K - $332K
|
4K
$330K
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
3.97K+ 65.83% |
$327K - $330K
|
10K
$827K
|
|
|
Jul 15, 2025
Q2 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
3.9K+ 11.91% |
$320K - $324K
|
36.6K
$3.02M
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
3.86K+ 2.72% |
$317K - $321K
|
146K
$12M
|
|
|
Jul 16, 2025
Q2 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
BUY
|
- |
3.86KNew |
$317K - $320K
|
3.86K
$319K
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
3.82KNew |
$314K - $318K
|
3.82K
$316K
|
|
|
Jul 25, 2025
Q2 2025
|
Summa Corp.
Tomball, TX |
BUY
|
- |
3.69K+ 61.5% |
$303K - $307K
|
9.69K
$801K
|
|
|
Aug 12, 2025
Q2 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
3.67K+ 1.22% |
$302K - $305K
|
305K
$25.2M
|