Captrust Financial Advisors Ishares Barclays 1 3 Year Trea Transaction History

Captrust Financial Advisors

  • $46.7 Billion
  • Q3 2025

A detailed history of Captrust Financial Advisors transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Captrust Financial Advisors holds 17,024,325 shares of SHY stock, worth $1.41 Billion. This represents 3.02% of its overall portfolio holdings.

Number of Shares
17,024,325
Previous 10,742,829 58.47%
Holding current value
$1.41 Billion
Previous $890 Million 58.66%
% of portfolio
3.02%
Previous 2.06%

Shares

36 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 19, 2025
BUY
$82.38 - $83.0 $517 Million - $521 Million
6,281,496 Added 58.47%
17,024,325 $1.41 Billion
Q2 2025

Aug 14, 2025
BUY
$82.21 - $83.12 $41.3 Million - $41.7 Million
502,122 Added 4.9%
10,742,829 $890 Million
Q1 2025

May 14, 2025
BUY
$81.83 - $82.73 $82.5 Million - $83.4 Million
1,008,083 Added 10.92%
10,240,707 $847 Million
Q4 2024

Feb 14, 2025
BUY
$81.68 - $82.93 $62.6 Million - $63.6 Million
766,782 Added 9.06%
9,232,624 $757 Million
Q3 2024

Nov 14, 2024
BUY
$81.31 - $83.29 $290 Million - $297 Million
3,563,486 Added 72.69%
8,465,842 $704 Million
Q2 2024

Aug 14, 2024
BUY
$81.05 - $81.66 $13.8 Million - $13.9 Million
170,524 Added 3.6%
4,902,356 $400 Million
Q1 2024

May 15, 2024
BUY
$81.49 - $82.34 $30.9 Million - $31.3 Million
379,718 Added 8.72%
4,731,832 $387 Million
Q4 2023

Feb 14, 2024
BUY
$80.62 - $82.04 $71.8 Million - $73.1 Million
890,536 Added 25.73%
4,352,114 $357 Million
Q3 2023

Nov 14, 2023
BUY
$80.71 - $81.38 $1.72 Million - $1.73 Million
21,252 Added 0.62%
3,461,578 $280 Million
Q2 2023

Aug 14, 2023
SELL
$81.05 - $82.41 $8.76 Million - $8.91 Million
-108,115 Reduced 3.05%
3,440,326 $279 Million
Q1 2023

May 15, 2023
SELL
$80.51 - $82.52 $31.1 Million - $31.9 Million
-386,032 Reduced 9.81%
3,548,441 $292 Million
Q4 2022

Feb 15, 2023
SELL
$80.6 - $81.52 $208 Million - $211 Million
-2,583,343 Reduced 39.64%
3,934,473 $319 Million
Q3 2022

Nov 16, 2022
BUY
$81.04 - $83.06 $70.8 Million - $72.6 Million
874,131 Added 15.49%
6,517,816 $529 Million
Q2 2022

Aug 23, 2022
SELL
$81.97 - $83.48 $12.9 Million - $13.1 Million
-157,356 Reduced 2.71%
5,643,685 $467 Million
Q2 2022

Aug 16, 2022
BUY
$81.97 - $83.48 $143 Million - $146 Million
1,748,046 Added 43.13%
5,801,041 $480 Million
Q1 2022

May 16, 2022
BUY
$83.25 - $85.49 $240 Million - $247 Million
2,883,806 Added 246.65%
4,052,995 $338 Million
Q4 2021

Feb 14, 2022
BUY
$85.5 - $86.18 $23.4 Million - $23.6 Million
273,792 Added 30.58%
1,169,189 $100 Million
Q3 2021

Nov 16, 2021
BUY
$86.09 - $86.31 $9.37 Million - $9.39 Million
108,800 Added 13.83%
895,397 $77.1 Million
Q2 2021

Aug 16, 2021
BUY
$86.11 - $86.32 $4.81 Million - $4.82 Million
55,895 Added 7.65%
786,597 $67.8 Million
Q1 2021

May 17, 2021
BUY
$86.21 - $86.4 $8.56 Million - $8.58 Million
99,252 Added 15.72%
730,702 $63 Million
Q4 2020

Feb 16, 2021
BUY
$86.32 - $86.46 $8.86 Million - $8.87 Million
102,591 Added 19.4%
631,450 $54.5 Million
Q3 2020

Nov 17, 2020
BUY
$86.46 - $86.63 $30.3 Million - $30.4 Million
350,641 Added 196.75%
528,859 $45.7 Million
Q2 2020

Aug 14, 2020
SELL
$86.48 - $86.8 $2.6 Million - $2.61 Million
-30,019 Reduced 14.42%
178,218 $15.4 Million
Q1 2020

May 15, 2020
BUY
$84.67 - $86.69 $4.76 Million - $4.87 Million
56,233 Added 36.99%
208,237 $18.1 Million
Q4 2019

Feb 14, 2020
SELL
$84.51 - $85.05 $710,475 - $715,015
-8,407 Reduced 5.24%
152,004 $12.9 Million
Q3 2019

Nov 14, 2019
SELL
$84.4 - $85.1 $4.59 Million - $4.63 Million
-54,403 Reduced 25.33%
160,411 $13.6 Million
Q2 2019

Aug 13, 2019
BUY
$83.84 - $84.81 $16.1 Million - $16.3 Million
192,067 Added 844.36%
214,814 $18.2 Million
Q1 2019

May 15, 2019
BUY
$83.51 - $84.18 $1.17 Million - $1.18 Million
13,996 Added 159.94%
22,747 $1.91 Million
Q4 2018

Feb 13, 2019
SELL
$82.85 - $83.62 $150,124 - $151,519
-1,812 Reduced 17.15%
8,751 $732,000
Q3 2018

Nov 15, 2018
BUY
$83.02 - $83.34 $270,064 - $271,105
3,253 Added 44.5%
10,563 $878,000
Q2 2018

Aug 13, 2018
BUY
$83.11 - $83.6 $28,756 - $28,925
346 Added 4.97%
7,310 $609,000
Q1 2018

May 15, 2018
SELL
$83.38 - $83.82 $170,762 - $171,663
-2,048 Reduced 22.73%
6,964 $582,000
Q4 2017

Feb 14, 2018
BUY
$83.78 - $84.55 $136,226 - $137,478
1,626 Added 22.01%
9,012 $756,000
Q3 2017

Feb 16, 2018
SELL
$84.45 - $84.47 $10.2 Million - $10.2 Million
-121,101 Reduced 94.25%
7,386 $617,000
Q3 2017

Nov 13, 2017
BUY
$84.45 - $84.47 $10.3 Million - $10.3 Million
121,424 Added 1719.16%
128,487 $10.9 Million
Q2 2017

Nov 13, 2017
BUY
N/A
7,063
7,063 $597,000

Others Institutions Holding SHY

# of Institutions
1,343
Shares Held
245M
Call Options Held
257K
Put Options Held
212K
View Full List

About ISHARES BARCLAYS 1-3 YEAR TREA

SHY Quotes by TradingView
  • Ticker SHY
  • Sector ETFs
  • Industry ETFs
More about SHY
Track This Portfolio

Track Captrust Financial Advisors Portfolio

Follow Captrust Financial Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Captrust Financial Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Captrust Financial Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email