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 06, 2025
Q3 2025
|
Assetmark, Inc
|
SELL
|
- |
-5.09M- 71.72% |
$419M - $423M
|
2.01M
$166M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-17K- 47.12% |
$1.4M - $1.41M
|
19K
$1.58M
|
|
|
Nov 06, 2025
Q3 2025
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
77New |
$6.34K - $6.39K
|
77
$6.38K
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
4.35K+ 17.55% |
$358K - $361K
|
29.1K
$2.41M
|
|
|
Nov 06, 2025
Q3 2025
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-6.87K- 56.54% |
$566K - $570K
|
5.28K
$437K
|
|
|
Nov 06, 2025
Q3 2025
|
Moment Partners, LLC
San Francisco, CA |
SELL
|
- |
-120- 0.04% |
$9.89K - $9.96K
|
283K
$23.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
3.23KNew |
$266K - $268K
|
3.23K
$267K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
12.1K+ 89.12% |
$997K - $1M
|
25.7K
$2.13M
|
|
|
Nov 06, 2025
Q3 2025
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
349+ 0.16% |
$28.8K - $29K
|
213K
$17.6M
|
|
|
Nov 06, 2025
Q3 2025
|
Camden National Bank
Camden, ME |
BUY
|
- |
14.6K+ 11.08% |
$1.21M - $1.22M
|
147K
$12.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-522- 3.98% |
$43K - $43.3K
|
12.6K
$1.04M
|
|
|
Nov 06, 2025
Q3 2025
|
Omnia Family Wealth, LLC
|
BUY
|
- |
2.05K+ 73.37% |
$169K - $170K
|
4.84K
$401K
|
|
|
Nov 06, 2025
Q3 2025
|
Lyell Wealth Management, LP
|
SELL
|
- |
-25- 0.69% |
$2.06K - $2.08K
|
3.61K
$299K
|
|
|
Nov 06, 2025
Q3 2025
|
Cadence Wealth Management LLC
Westborough, MA |
BUY
|
- |
66.6KNew |
$5.49M - $5.53M
|
66.6K
$5.52M
|
|
|
Nov 06, 2025
Q3 2025
|
May Barnhard Investments LLC
Bethesda, MD |
SELL
|
- |
-3.96K- 10.79% |
$327K - $329K
|
32.8K
$2.71M
|
|
|
Nov 06, 2025
Q3 2025
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
BUY
|
- |
4.22K+ 33.86% |
$348K - $350K
|
16.7K
$1.38M
|
|
|
Nov 06, 2025
Q3 2025
|
Gen Trust, LLC
|
SELL
|
- |
-38- 0.24% |
$3.13K - $3.15K
|
15.5K
$1.29M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-161K- 15.09% |
$13.3M - $13.4M
|
908K
$75.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
3.64K+ 46.85% |
$300K - $302K
|
11.4K
$945K
|
|
|
Nov 06, 2025
Q3 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-3.82K- 12.85% |
$315K - $317K
|
25.9K
$2.15M
|
|
|
Nov 06, 2025
Q3 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-125- 2.38% |
$10.3K - $10.4K
|
5.13K
$425K
|
|
|
Nov 06, 2025
Q3 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
SELL
|
- |
-54- 33.96% |
$4.45K - $4.48K
|
105
$8.7K
|
|
|
Nov 06, 2025
Q3 2025
|
Valpey Financial Services, LLC
Concord, NH |
BUY
|
- |
554+ 4.78% |
$45.6K - $46K
|
12.1K
$1.01M
|
|
|
Nov 05, 2025
Q3 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
1+ 0.95% |
$82.4 - $83
|
106
$8.78K
|
|
|
Nov 05, 2025
Q3 2025
|
South State Corp
|
BUY
|
- |
26.7K+ 6.75% |
$2.2M - $2.21M
|
422K
$35M
|
|
|
Nov 05, 2025
Q3 2025
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
915+ 12.58% |
$75.4K - $75.9K
|
8.19K
$678K
|
|
|
Nov 05, 2025
Q3 2025
|
Forum Private Client Group LLC
|
BUY
|
- |
24+ 0.4% |
$1.98K - $1.99K
|
5.95K
$493K
|
|
|
Nov 05, 2025
Q3 2025
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-3.04K- 33.89% |
$251K - $252K
|
5.93K
$491K
|
|
|
Nov 05, 2025
Q3 2025
|
Rmr Wealth Builders
|
SELL
|
- |
-1.06K- 3.59% |
$87.2K - $87.9K
|
28.4K
$2.36M
|
|
|
Nov 05, 2025
Q3 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-2.78K- 30.87% |
$229K - $230K
|
6.22K
$515K
|
|
|
Nov 05, 2025
Q3 2025
|
Modus Advisors, LLC
|
BUY
|
- |
2.29K+ 3.42% |
$189K - $190K
|
69.3K
$5.74M
|
|
|
Nov 05, 2025
Q3 2025
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
1.02K+ 4.38% |
$84.3K - $84.9K
|
24.4K
$2.02M
|
|
|
Nov 05, 2025
Q3 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
926+ 15.6% |
$76.3K - $76.9K
|
6.86K
$568K
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-6.22K- 43.17% |
$512K - $516K
|
8.18K
$678K
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-20- 0.23% |
$1.65K - $1.66K
|
8.67K
$718K
|
|
|
Nov 05, 2025
Q3 2025
|
Durante & Waters, LLC
Brewster, NY |
BUY
|
- |
5.04K+ 6.11% |
$415K - $418K
|
87.5K
$7.25M
|
|
|
Nov 05, 2025
Q3 2025
|
Concord Wealth Partners
|
SELL
|
- |
-63- 11.25% |
$5.19K - $5.23K
|
497
$41.2K
|
|
|
Nov 05, 2025
Q3 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
1.55K+ 4.54% |
$128K - $129K
|
35.7K
$2.96M
|
|
|
Nov 05, 2025
Q3 2025
|
Renasant Bank
|
SELL
|
- |
-1.15K- 18.78% |
$94.8K - $95.5K
|
4.98K
$412K
|
|
|
Nov 05, 2025
Q3 2025
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-75- 0.71% |
$6.18K - $6.23K
|
10.5K
$870K
|
|
|
Nov 05, 2025
Q3 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
SELL
|
- |
-2.12K- 30.38% |
$175K - $176K
|
4.86K
$402K
|
|
|
Nov 05, 2025
Q3 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
25New |
$2.06K - $2.08K
|
25
$2.07K
|
|
|
Nov 05, 2025
Q3 2025
|
Spc Financial, Inc.
|
BUY
|
- |
150+ 2.2% |
$12.4K - $12.5K
|
6.96K
$576K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-28- 0.11% |
$2.31K - $2.32K
|
26.5K
$2.2M
|
|
|
Nov 05, 2025
Q3 2025
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-123- 2.66% |
$10.1K - $10.2K
|
4.5K
$373K
|
|
|
Nov 05, 2025
Q3 2025
|
Key F Inancial Inc
|
BUY
|
- |
196+ 158.06% |
$16.1K - $16.3K
|
320
$26.5K
|
|
|
Nov 05, 2025
Q3 2025
|
Gunma Bank,Ltd.
|
BUY
|
- |
60K+ 29.27% |
$4.94M - $4.98M
|
265K
$21.9M
|
|
|
Nov 05, 2025
Q3 2025
|
D.B. Root & Company, LLC
|
BUY
|
- |
2.49KNew |
$205K - $207K
|
2.49K
$206K
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.31K+ 7.54% |
$190K - $192K
|
32.9K
$2.73M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
7.65K+ 8.02% |
$630K - $635K
|
103K
$8.53M
|
|