Latest Institutional Transactions on Ishares Barclays 1 3 Year Trea (SHY)
This table provides information on the latest institutional transactions involving Ishares Barclays 1 3 Year Trea (SHY) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2026
Q4 2025
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
344+ 10.96% |
$28.4K - $28.6K
|
3.48K
$288K
|
|
|
Jan 16, 2026
Q4 2025
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-936- 17.13% |
$77.4K - $77.8K
|
4.53K
$375K
|
|
|
Jan 16, 2026
Q4 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-127- 2.61% |
$10.5K - $10.6K
|
4.75K
$393K
|
|
|
Jan 16, 2026
Q4 2025
|
First Community Trust Na
|
SELL
|
- |
-776- 3.39% |
$64.2K - $64.5K
|
22.1K
$1.83M
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
4.16K+ 163.46% |
$344K - $346K
|
6.71K
$555K
|
|
|
Jan 16, 2026
Q4 2025
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-436- 3.77% |
$36.1K - $36.2K
|
11.1K
$921K
|
|
|
Jan 16, 2026
Q4 2025
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
2.84K+ 3.3% |
$235K - $236K
|
88.7K
$7.34M
|
|
|
Jan 16, 2026
Q4 2025
|
West Branch Capital LLC
|
BUY
|
- |
4+ 1.21% |
$331 - $332
|
335
$27.7K
|
|
|
Jan 16, 2026
Q4 2025
|
Biltmore Wealth Management, LLC
|
SELL
|
- |
-759- 10.03% |
$62.8K - $63.1K
|
6.81K
$564K
|
|
|
Jan 16, 2026
Q4 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.46K+ 2.68% |
$121K - $122K
|
56K
$4.64M
|
|
|
Jan 16, 2026
Q4 2025
|
Omnia Family Wealth, LLC
|
BUY
|
- |
508+ 10.49% |
$42K - $42.2K
|
5.35K
$443K
|
|
|
Jan 16, 2026
Q4 2025
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
SELL
|
- |
-984- 3.55% |
$81.4K - $81.8K
|
26.7K
$2.21M
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-13.5K- 14.57% |
$1.11M - $1.12M
|
78.9K
$6.53M
|
|
|
Jan 16, 2026
Q4 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
43.2K+ 17.91% |
$3.57M - $3.59M
|
284K
$23.6M
|
|
|
Jan 16, 2026
Q4 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
3.06K+ 16.19% |
$253K - $254K
|
21.9K
$1.82M
|
|
|
Jan 16, 2026
Q4 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-57.4K- 59.82% |
$4.74M - $4.77M
|
38.5K
$3.19M
|
|
|
Jan 16, 2026
Q4 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-20.8K- 14.94% |
$1.72M - $1.73M
|
118K
$9.79M
|
|
|
Jan 15, 2026
Q4 2025
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-36- 0.41% |
$2.98K - $2.99K
|
8.73K
$723K
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
SELL
|
- |
-4.84K- 4.16% |
$400K - $402K
|
111K
$9.23M
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
226K+ 101.75% |
$18.7M - $18.8M
|
449K
$37.2M
|
|
|
Jan 15, 2026
Q4 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
6.65K+ 2.02% |
$550K - $553K
|
335K
$27.8M
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-62.6K- 40.12% |
$5.17M - $5.2M
|
93.4K
$7.73M
|
|
|
Jan 15, 2026
Q4 2025
|
4 J Wealth Management LLC
|
SELL
|
- |
-1.07K- 4.55% |
$88.3K - $88.8K
|
22.4K
$1.85M
|
|
|
Jan 15, 2026
Q4 2025
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
330+ 11.16% |
$27.3K - $27.4K
|
3.29K
$272K
|
|
|
Jan 15, 2026
Q4 2025
|
Range Financial Group LLC
|
BUY
|
- |
2.88KNew |
$238K - $239K
|
2.88K
$239K
|
|
|
Jan 15, 2026
Q4 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-252- 8.75% |
$20.8K - $20.9K
|
2.63K
$218K
|
|
|
Jan 15, 2026
Q4 2025
|
Birch Financial Group, LLC
Keene, NH |
BUY
|
- |
1.28K+ 4.14% |
$106K - $106K
|
32.2K
$2.66M
|
|
|
Jan 15, 2026
Q4 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
338+ 1.11% |
$27.9K - $28.1K
|
30.9K
$2.56M
|
|
|
Jan 15, 2026
Q4 2025
|
Dock Street Asset Management Inc
|
SELL
|
- |
-65.5K- 57.98% |
$5.41M - $5.44M
|
47.4K
$3.93M
|
|
|
Jan 15, 2026
Q4 2025
|
Rockland Trust CO
|
SELL
|
- |
-19.4K- 54.53% |
$1.6M - $1.61M
|
16.2K
$1.34M
|
|
|
Jan 15, 2026
Q4 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
1.99K+ 3.66% |
$165K - $166K
|
56.4K
$4.67M
|
|
|
Jan 15, 2026
Q4 2025
|
Shrier Wealth Management, LLC
Los Angeles, CA |
BUY
|
- |
21.8KNew |
$1.8M - $1.81M
|
21.8K
$1.8M
|
|
|
Jan 15, 2026
Q4 2025
|
Independence Financial Advisors, LLC
Franklin, NH |
BUY
|
- |
2.92K+ 3.42% |
$242K - $243K
|
88.4K
$7.33M
|
|
|
Jan 15, 2026
Q4 2025
|
Members Trust CO
|
SELL
|
- |
-23.8K- 17.74% |
$1.97M - $1.98M
|
110K
$9.13M
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
347New |
$28.7K - $28.8K
|
347
$28.7K
|
|
|
Jan 15, 2026
Q4 2025
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
3.04K+ 10.96% |
$251K - $253K
|
30.8K
$2.55M
|
|
|
Jan 15, 2026
Q4 2025
|
Scharf Investments, LLC
|
BUY
|
- |
640+ 11.8% |
$52.9K - $53.2K
|
6.06K
$502K
|
|
|
Jan 15, 2026
Q4 2025
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-4.11K- 10.2% |
$339K - $341K
|
36.1K
$2.99M
|
|
|
Jan 15, 2026
Q4 2025
|
Powerhouse Assets LLC
Lincoln, MA |
BUY
|
- |
3.18KNew |
$263K - $264K
|
3.18K
$263K
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-905- 6.16% |
$74.8K - $75.2K
|
13.8K
$1.14M
|
|
|
Jan 15, 2026
Q4 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-4.45K- 42.34% |
$368K - $370K
|
6.07K
$502K
|
|
|
Jan 14, 2026
Q4 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
2.16K+ 63.42% |
$179K - $180K
|
5.57K
$461K
|
|
|
Jan 14, 2026
Q4 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-416- 12.05% |
$34.4K - $34.6K
|
3.04K
$251K
|
|
|
Jan 14, 2026
Q4 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-36.8K- 91.1% |
$3.04M - $3.06M
|
3.59K
$298K
|
|
|
Jan 14, 2026
Q4 2025
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-292- 1.25% |
$24.1K - $24.3K
|
23.1K
$1.92M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-537- 1.45% |
$44.4K - $44.6K
|
36.5K
$3.02M
|
|
|
Jan 14, 2026
Q4 2025
|
A. D. Beadell Investment Counsel, Inc.
|
SELL
|
- |
-177- 2.47% |
$14.6K - $14.7K
|
6.98K
$578K
|
|
|
Jan 14, 2026
Q4 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
1.58K+ 25.8% |
$131K - $131K
|
7.71K
$638K
|
|
|
Jan 14, 2026
Q4 2025
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-397- 1.69% |
$32.8K - $33K
|
23K
$1.91M
|
|
|
Jan 14, 2026
Q4 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
605+ 1.93% |
$50K - $50.3K
|
32K
$2.65M
|
|