Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
45.6M+ 593415.62% |
$3.75B - $3.79B
|
45.6M
$3.78B
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
3.92M+ 123.16% |
$322M - $326M
|
7.1M
$588M
|
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
2.49M+ 8100.41% |
$205M - $207M
|
2.52M
$209M
|
|
|
Aug 01, 2025
Q2 2025
|
Mizuho Markets Americas LLC
|
BUY
|
- |
2.24M+ 654.74% |
$184M - $186M
|
2.59M
$214M
|
|
|
Jul 25, 2025
Q2 2025
|
Criteria Caixa, S.A.U.
Barcelona, U3 |
BUY
|
- |
2MNew |
$164M - $166M
|
2M
$166M
|
|
|
Aug 06, 2025
Q2 2025
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
737K+ 109.11% |
$60.6M - $61.2M
|
1.41M
$117M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
644K+ 20.35% |
$52.9M - $53.5M
|
3.81M
$315M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
644K+ 20.35% |
$52.9M - $53.5M
|
3.81M
$315M
|
|
|
Aug 13, 2025
Q2 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
526K+ 241.63% |
$43.2M - $43.7M
|
743K
$61.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
502K+ 4.9% |
$41.3M - $41.7M
|
10.7M
$890M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
494K+ 57.22% |
$40.6M - $41.1M
|
1.36M
$112M
|
|
|
Sep 11, 2025
Q2 2025
|
Silicon Valley Capital Partners
|
BUY
|
- |
460KNew |
$37.8M - $38.2M
|
460K
$38.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
456K+ 146.66% |
$37.5M - $37.9M
|
767K
$63.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
446K+ 68.94% |
$36.7M - $37.1M
|
1.09M
$90.6M
|
|
|
Jul 31, 2025
Q2 2025
|
Mader & Shannon Wealth Management, Inc.
|
BUY
|
- |
444KNew |
$36.5M - $36.9M
|
444K
$36.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
381K+ 9.42% |
$31.3M - $31.7M
|
4.42M
$366M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
335K+ 45.09% |
$27.5M - $27.8M
|
1.08M
$89.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
307KNew |
$25.2M - $25.5M
|
307K
$25.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
269KNew |
$22.1M - $22.4M
|
269K
$22.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
242KNew |
$19.9M - $20.1M
|
242K
$20M
|
|
|
Jul 28, 2025
Q2 2025
|
Wj Wealth Management, LLC
|
BUY
|
- |
213K+ 1772.37% |
$17.5M - $17.7M
|
225K
$18.7M
|
|
|
Jul 30, 2025
Q2 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
210K+ 38.91% |
$17.3M - $17.5M
|
751K
$62.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
194K+ 470.25% |
$16M - $16.1M
|
236K
$19.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
194K+ 144.56% |
$16M - $16.1M
|
328K
$27.2M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
192K+ 21.84% |
$15.8M - $15.9M
|
1.07M
$88.6M
|
|
|
Nov 07, 2025
Q2 2025
|
Ballast, Inc.
|
BUY
|
- |
190K+ 4100.43% |
$15.6M - $15.8M
|
194K
$16.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
188KNew |
$15.5M - $15.6M
|
188K
$15.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
188K+ 905.57% |
$15.4M - $15.6M
|
209K
$17.3M
|
|
|
Oct 16, 2025
Q2 2025
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
186K+ 1927.31% |
$15.3M - $15.5M
|
196K
$16.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
179K+ 63.27% |
$14.7M - $14.9M
|
462K
$38.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
177KNew |
$14.5M - $14.7M
|
177K
$14.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
164K+ 223.29% |
$13.5M - $13.6M
|
237K
$19.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Permanens Capital L.P.
New York, NY |
BUY
|
- |
162K+ 4421.51% |
$13.3M - $13.5M
|
166K
$13.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Kadensa Capital LTD
Central, K3 |
BUY
|
- |
160KNew |
$13.2M - $13.3M
|
160K
$13.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
158K+ 91.6% |
$13M - $13.2M
|
331K
$27.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
144K+ 2.81% |
$11.8M - $11.9M
|
5.26M
$436M
|
|
|
Jul 09, 2025
Q2 2025
|
Divergent Planning, LLC
|
BUY
|
- |
142KNew |
$11.7M - $11.8M
|
142K
$11.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Scotia Capital Inc.
|
BUY
|
- |
128K+ 62.83% |
$10.5M - $10.6M
|
332K
$27.5M
|
|
|
Aug 11, 2025
Q2 2025
|
First American Trust, Fsb
|
BUY
|
- |
121KNew |
$9.96M - $10.1M
|
121K
$10M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
120K+ 19.95% |
$9.86M - $9.97M
|
721K
$59.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
115K+ 163.33% |
$9.48M - $9.58M
|
186K
$15.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
114K+ 325.96% |
$9.38M - $9.48M
|
149K
$12.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
113K+ 9.56% |
$9.27M - $9.37M
|
1.29M
$107M
|
|
|
Aug 11, 2025
Q2 2025
|
Estate Counselors, LLC
|
BUY
|
- |
112KNew |
$9.25M - $9.35M
|
112K
$9.32M
|
|
|
Aug 27, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
112K+ 159.76% |
$9.17M - $9.27M
|
181K
$15M
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
106K+ 36.99% |
$8.75M - $8.84M
|
394K
$32.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
106K+ 12.11% |
$8.7M - $8.8M
|
980K
$81.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
102K+ 128.09% |
$8.38M - $8.47M
|
181K
$15M
|
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
99.3K+ 17.71% |
$8.17M - $8.26M
|
660K
$54.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
91.6K+ 35.13% |
$7.53M - $7.62M
|
352K
$29.2M
|
|