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 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
|
|
|
Jan 14, 2026
Q4 2025
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-252- 5.95% |
$20.8K - $20.9K
|
3.98K
$330K
|
|
|
Jan 14, 2026
Q4 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
265+ 2.82% |
$21.9K - $22K
|
9.67K
$801K
|
|
|
Jan 14, 2026
Q4 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-3.73K- 27.33% |
$308K - $310K
|
9.91K
$821K
|
|
|
Jan 14, 2026
Q4 2025
|
Eastern Bank
|
BUY
|
- |
738+ 118.65% |
$61K - $61.3K
|
1.36K
$113K
|
|
|
Jan 14, 2026
Q4 2025
|
Cpr Investments Inc.
Rochester, MI |
SELL
|
- |
-13.9K- 28.64% |
$1.15M - $1.16M
|
34.7K
$2.87M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
60.7K+ 177.48% |
$5.02M - $5.04M
|
94.8K
$7.86M
|
|
|
Jan 14, 2026
Q4 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-473- 6.56% |
$39.1K - $39.3K
|
6.74K
$558K
|
|
|
Jan 14, 2026
Q4 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
47.5K+ 6.81% |
$3.93M - $3.95M
|
745K
$61.7M
|
|
|
Jan 14, 2026
Q4 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-263- 3.48% |
$21.7K - $21.9K
|
7.3K
$605K
|
|
|
Jan 14, 2026
Q4 2025
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
2.41K+ 64.75% |
$199K - $200K
|
6.13K
$508K
|
|
|
Jan 14, 2026
Q4 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
2.83KNew |
$234K - $235K
|
2.83K
$234K
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-411- 3.6% |
$34K - $34.2K
|
11K
$912K
|
|
|
Jan 13, 2026
Q4 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-107- 2.71% |
$8.85K - $8.89K
|
3.85K
$319K
|
|
|
Jan 13, 2026
Q4 2025
|
Well Done, LLC
|
BUY
|
- |
6.55K+ 11.87% |
$541K - $544K
|
61.7K
$5.11M
|
|
|
Jan 13, 2026
Q4 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-19.2K- 58.22% |
$1.58M - $1.59M
|
13.7K
$1.14M
|
|
|
Jan 13, 2026
Q4 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
574+ 13.58% |
$47.5K - $47.7K
|
4.8K
$398K
|
|
|
Jan 13, 2026
Q4 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-600- 8.29% |
$49.6K - $49.9K
|
6.64K
$550K
|
|
|
Jan 13, 2026
Q4 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-24.5K- 83.67% |
$2.02M - $2.03M
|
4.77K
$395K
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-263- 2.04% |
$21.7K - $21.9K
|
12.6K
$1.04M
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
BUY
|
- |
62.7K+ 18.83% |
$5.19M - $5.21M
|
396K
$32.8M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.69K- 12.58% |
$139K - $140K
|
11.7K
$971K
|
|
|
Jan 13, 2026
Q4 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
23+ 0.62% |
$1.9K - $1.91K
|
3.71K
$307K
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2.92K+ 2.64% |
$242K - $243K
|
114K
$9.4M
|
|
|
Jan 13, 2026
Q4 2025
|
Family Wealth Partners, LLC
Matthews, NC |
SELL
|
- |
-1.45K- 4.73% |
$120K - $120K
|
29.1K
$2.41M
|
|
|
Jan 13, 2026
Q4 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
10.4K+ 8.44% |
$859K - $864K
|
133K
$11.1M
|
|
|
Jan 13, 2026
Q4 2025
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-40.6K- 66.89% |
$3.36M - $3.37M
|
20.1K
$1.66M
|
|
|
Jan 12, 2026
Q4 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
1.29K+ 7.02% |
$106K - $107K
|
19.6K
$1.62M
|
|
|
Jan 12, 2026
Q4 2025
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
4.66K+ 12.33% |
$385K - $387K
|
42.5K
$3.52M
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-3K- 22.69% |
$248K - $249K
|
10.2K
$847K
|
|
|
Jan 12, 2026
Q4 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-196K- 98.41% |
$16.2M - $16.3M
|
3.16K
$262K
|
|
|
Jan 12, 2026
Q4 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
5.03K+ 25.48% |
$416K - $418K
|
24.8K
$2.05M
|
|
|
Jan 12, 2026
Q4 2025
|
Round Angle Advisors LLC
Red Bank, NJ |
BUY
|
- |
2.71KNew |
$224K - $226K
|
2.71K
$225K
|
|
|
Jan 12, 2026
Q4 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
1.26K+ 9.84% |
$104K - $104K
|
14K
$1.16M
|
|
|
Jan 12, 2026
Q4 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
8.94K+ 23.45% |
$739K - $743K
|
47K
$3.9M
|
|
|
Jan 12, 2026
Q4 2025
|
Edge Wealth Management LLC
|
BUY
|
- |
22.8K+ 6.32% |
$1.88M - $1.89M
|
383K
$31.7M
|
|
|
Jan 12, 2026
Q4 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-371- 0.28% |
$30.7K - $30.8K
|
132K
$10.9M
|
|
|
Jan 12, 2026
Q4 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
7.63K+ 18.2% |
$631K - $635K
|
49.6K
$4.11M
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-430- 0.44% |
$35.6K - $35.7K
|
96.7K
$8.01M
|
|
|
Jan 12, 2026
Q4 2025
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
14+ 0.45% |
$1.16K - $1.16K
|
3.12K
$258K
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
SELL
|
- |
-6.36K- 6.92% |
$526K - $529K
|
85.6K
$7.09M
|
|
|
Jan 12, 2026
Q4 2025
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-1.07K- 17.95% |
$88.1K - $88.6K
|
4.87K
$404K
|
|