Purchases and Sales Made in Q1 2025 in Ishares Barclays 1 3 Year Trea (SHY)
This table provides information about the institutional ownership of Ishares Barclays 1 3 Year Trea (SHY) during Q1 2025. The information is specifically focused on institutions that hold shares of ISHARES BARCLAYS 1-3 YEAR TREA.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 07, 2025
Q1 2025
|
Bearing Point Capital, LLC
Bloomington, MN |
SELL
|
- |
-42.5K- 34.85% |
$3.48M - $3.52M
|
79.5K
$6.57M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-45.5K- 69.21% |
$3.72M - $3.76M
|
20.2K
$1.67M
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-47K- 4.87% |
$3.85M - $3.89M
|
919K
$75.8M
|
|
|
May 14, 2025
Q1 2025
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-47.1K- 55.38% |
$3.86M - $3.9M
|
38K
$3.14M
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-51.7K- 12.58% |
$4.23M - $4.27M
|
359K
$29.6M
|
|
|
May 15, 2025
Q1 2025
|
Vernal Point Advisors, LLC
San Francisco, CA |
SELL
|
- |
-52K- 63.13% |
$4.26M - $4.3M
|
30.4K
$2.51M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
SELL
|
- |
-55.8K- 26.6% |
$4.56M - $4.61M
|
154K
$12.7M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-63.9K- 58.17% |
$5.23M - $5.29M
|
45.9K
$3.79M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-64.3K- 37.79% |
$5.26M - $5.32M
|
106K
$8.74M
|
|
|
May 13, 2025
Q1 2025
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-71.3K- 64.04% |
$5.83M - $5.89M
|
40K
$3.3M
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
SELL
|
- |
-72K- 21.6% |
$5.9M - $5.96M
|
261K
$21.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-75K- 17.31% |
$6.13M - $6.2M
|
358K
$29.6M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-81.2K- 22.48% |
$6.64M - $6.72M
|
280K
$23.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-82.5K- 99.72% |
$6.75M - $6.83M
|
229
$18.9K
|
|
|
May 13, 2025
Q1 2025
|
Timelo Investment Management Inc.
|
SELL
|
- |
-86.7K- 62.46% |
$7.09M - $7.17M
|
52.1K
$4.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-92.3K- 17.67% |
$7.55M - $7.63M
|
430K
$35.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-97.2K- 74.82% |
$7.95M - $8.04M
|
32.7K
$2.7M
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-98.3K- 3.43% |
$8.04M - $8.13M
|
2.76M
$228M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-113K- 50.96% |
$9.24M - $9.34M
|
109K
$8.97M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-113K- 34.7% |
$9.26M - $9.36M
|
213K
$17.6M
|
|
|
May 12, 2025
Q1 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-114K- 96.24% |
$9.36M - $9.46M
|
4.47K
$369K
|
|
|
May 06, 2025
Q1 2025
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-116K- 58.3% |
$9.48M - $9.58M
|
82.8K
$6.84M
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-118K- 9.53% |
$9.66M - $9.76M
|
1.12M
$92.5M
|
|
|
May 13, 2025
Q1 2025
|
Global View Capital Management LLC
Waukesha, WI |
SELL
|
- |
-123K- 97.83% |
$10.1M - $10.2M
|
2.73K
$225K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-125K- 1.08% |
$10.2M - $10.3M
|
11.4M
$943M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-135K- 30.53% |
$11M - $11.2M
|
307K
$25.3M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-160K- 67.92% |
$13.1M - $13.3M
|
75.8K
$6.25M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-173K- 21.61% |
$14.1M - $14.3M
|
626K
$51.7M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-175K- 11.84% |
$14.3M - $14.5M
|
1.31M
$108M
|
|
|
May 15, 2025
Q1 2025
|
Permanens Capital L.P.
New York, NY |
SELL
|
- |
-190K- 98.11% |
$15.5M - $15.7M
|
3.66K
$302K
|
|
|
May 15, 2025
Q1 2025
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-208K- 90.76% |
$17.1M - $17.2M
|
21.2K
$1.75M
|
|
|
May 14, 2025
Q1 2025
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-224K- 5.87% |
$18.4M - $18.6M
|
3.6M
$297M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-240K- 70.68% |
$19.7M - $19.9M
|
99.7K
$8.23M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-241K- 24.53% |
$19.7M - $19.9M
|
742K
$61.2M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-264K- 4.9% |
$21.6M - $21.8M
|
5.11M
$422M
|
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
SELL
|
- |
-289K- 36.96% |
$23.6M - $23.9M
|
493K
$40.7M
|
|
|
May 13, 2025
Q1 2025
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-289K- 68.93% |
$23.6M - $23.9M
|
130K
$10.7M
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-299K- 57.89% |
$24.5M - $24.7M
|
218K
$18M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-358K- 55.98% |
$29.3M - $29.6M
|
282K
$23.3M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-361K- 37.54% |
$29.6M - $29.9M
|
601K
$49.6M
|
|
|
May 12, 2025
Q1 2025
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-383K- 89.89% |
$31.3M - $31.7M
|
43.1K
$3.56M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-408K- 7.45% |
$33.4M - $33.8M
|
5.07M
$419M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-419K- 8.96% |
$34.3M - $34.7M
|
4.26M
$352M
|
|
|
May 02, 2025
Q1 2025
|
Members Trust CO
|
SELL
|
- |
-880K- 63.05% |
$72M - $72.8M
|
516K
$42.6M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-886K- 2.57% |
$72.5M - $73.3M
|
33.6M
$2.78B
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-895K- 21.96% |
$73.3M - $74.1M
|
3.18M
$263M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.53M- 29.45% |
$125M - $126M
|
3.66M
$302M
|
|
|
May 08, 2025
Q1 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-1.54M- 98.79% |
$126M - $128M
|
18.9K
$1.56M
|
|
|
May 08, 2025
Q1 2025
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-2.41M- 98.28% |
$197M - $200M
|
42.3K
$3.49M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-3.34M- 21.84% |
$273M - $276M
|
11.9M
$986M
|