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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2025
Q3 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-1.29K- 25.85% |
$106K - $107K
|
3.7K
$306K
|
|
|
Nov 10, 2025
Q3 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-68- 0.74% |
$5.6K - $5.64K
|
9.18K
$761K
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
54.6K+ 1199.63% |
$4.5M - $4.53M
|
59.1K
$4.9M
|
|
|
Nov 10, 2025
Q3 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-14.5K- 1.93% |
$1.2M - $1.2M
|
737K
$61M
|
|
|
Nov 10, 2025
Q3 2025
|
Aries Wealth Management
|
BUY
|
- |
2.38K+ 6.04% |
$196K - $197K
|
41.8K
$3.46M
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.75K+ 2.08% |
$144K - $145K
|
85.8K
$7.11M
|
|
|
Nov 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-249- 9.01% |
$20.5K - $20.7K
|
2.52K
$208K
|
|
|
Nov 10, 2025
Q3 2025
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
478+ 1.15% |
$39.4K - $39.7K
|
42.1K
$3.49M
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-157- 2.07% |
$12.9K - $13K
|
7.42K
$614K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-69- 50.0% |
$5.68K - $5.73K
|
69
$5.72K
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
267New |
$22K - $22.2K
|
267
$22.1K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
36.2K+ 42.59% |
$2.98M - $3M
|
121K
$10M
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
2.8K+ 9.2% |
$231K - $233K
|
33.3K
$2.75M
|
|
|
Nov 10, 2025
Q3 2025
|
America First Investment Advisors, LLC
|
BUY
|
- |
17K+ 3.76% |
$1.4M - $1.41M
|
470K
$38.9M
|
|
|
Nov 10, 2025
Q3 2025
|
Zhang Financial LLC
|
SELL
|
- |
-3.1K- 26.77% |
$255K - $257K
|
8.48K
$702K
|
|
|
Nov 10, 2025
Q3 2025
|
Patten Group, Inc.
|
SELL
|
- |
-67- 0.23% |
$5.52K - $5.56K
|
28.5K
$2.36M
|
|
|
Nov 10, 2025
Q3 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
101K+ 486.28% |
$8.35M - $8.42M
|
122K
$10.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
36+ 13.14% |
$2.97K - $2.99K
|
310
$25.7K
|
|
|
Nov 10, 2025
Q3 2025
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-75- 0.19% |
$6.18K - $6.23K
|
40K
$3.32M
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3.5K+ 8.55% |
$288K - $291K
|
44.4K
$3.68M
|
|
|
Nov 10, 2025
Q3 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-183- 5.53% |
$15.1K - $15.2K
|
3.12K
$259K
|
|
|
Nov 10, 2025
Q3 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
120+ 1.07% |
$9.89K - $9.96K
|
11.4K
$942K
|
|
|
Nov 10, 2025
Q3 2025
|
Bright Financial Advisors, Inc.
Portage, MI |
SELL
|
- |
-503- 4.87% |
$41.4K - $41.7K
|
9.82K
$814K
|
|
|
Nov 10, 2025
Q3 2025
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-53- 1.46% |
$4.37K - $4.4K
|
3.57K
$295K
|
|
|
Nov 10, 2025
Q3 2025
|
First American Trust, Fsb
|
BUY
|
- |
7.33K+ 6.05% |
$604K - $609K
|
129K
$10.6M
|
|
|
Nov 10, 2025
Q3 2025
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-23.7K- 41.77% |
$1.96M - $1.97M
|
33.1K
$2.74M
|
|
|
Nov 10, 2025
Q3 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
29.6K+ 364.58% |
$2.44M - $2.46M
|
37.7K
$3.12M
|
|
|
Nov 10, 2025
Q3 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
5.56K+ 2.11% |
$458K - $462K
|
269K
$22.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Weaver Consulting Group
|
SELL
|
- |
-4.26K- 38.1% |
$351K - $353K
|
6.92K
$573K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
SELL
|
- |
-8.17K- 0.98% |
$673K - $678K
|
824K
$68.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-311- 1.44% |
$25.6K - $25.8K
|
21.2K
$1.76M
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-6- 1.81% |
$494 - $498
|
326
$27K
|
|
|
Nov 10, 2025
Q3 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-2.27K- 3.13% |
$187K - $188K
|
70.3K
$5.82M
|
|
|
Nov 10, 2025
Q3 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-698- 64.87% |
$57.5K - $57.9K
|
378
$31.3K
|
|
|
Nov 10, 2025
Q3 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-10.7K- 53.96% |
$880K - $886K
|
9.11K
$755K
|
|
|
Nov 10, 2025
Q3 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
6.46K+ 7.63% |
$532K - $536K
|
91.1K
$7.55M
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
48K+ 3.51% |
$3.95M - $3.98M
|
1.42M
$117M
|
|
|
Nov 07, 2025
Q3 2025
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-1.92K- 4.62% |
$158K - $159K
|
39.5K
$3.27M
|
|
|
Nov 07, 2025
Q3 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
172+ 0.92% |
$14.2K - $14.3K
|
18.9K
$1.56M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.28M- 11.19% |
$105M - $106M
|
10.1M
$840M
|
|
|
Nov 07, 2025
Q3 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
102+ 1.53% |
$8.4K - $8.47K
|
6.78K
$561K
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
BUY
|
- |
6.45K+ 2.08% |
$532K - $536K
|
316K
$26.2M
|
|
|
Nov 07, 2025
Q3 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
7.53K+ 0.68% |
$620K - $625K
|
1.11M
$91.7M
|
|
|
Nov 07, 2025
Q3 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-244- 6.59% |
$20.1K - $20.3K
|
3.46K
$286K
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-6.92K- 93.26% |
$570K - $574K
|
500
$41.4K
|
|
|
Nov 07, 2025
Q3 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-1.33K- 1.84% |
$110K - $110K
|
71.1K
$5.89M
|
|
|
Nov 07, 2025
Q3 2025
|
Ballast, Inc.
|
BUY
|
- |
10.7K+ 5.49% |
$879K - $886K
|
205K
$17M
|
|
|
Nov 07, 2025
Q3 2025
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
2.45K+ 8.35% |
$202K - $203K
|
31.8K
$2.63M
|
|
|
Nov 07, 2025
Q3 2025
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-12- 0.31% |
$989 - $996
|
3.92K
$324K
|
|
|
Nov 07, 2025
Q3 2025
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
1.93K+ 36.36% |
$159K - $160K
|
7.23K
$599K
|
|