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 05, 2025
Q3 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-2.56K- 3.14% |
$210K - $212K
|
78.7K
$6.52M
|
|
|
Nov 05, 2025
Q3 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
6.86KNew |
$565K - $569K
|
6.86K
$568K
|
|
|
Nov 05, 2025
Q3 2025
|
Latko Wealth Management, Ltd.
Frankfort, IL |
BUY
|
- |
5.76K+ 32.02% |
$475K - $478K
|
23.8K
$1.97M
|
|
|
Nov 05, 2025
Q3 2025
|
Shepherd Wealth Management LTD Liability CO
Cincinnati, OH |
BUY
|
- |
8.97KNew |
$739K - $744K
|
8.97K
$743K
|
|
|
Nov 04, 2025
Q3 2025
|
Keybank National Association
|
BUY
|
- |
12.6K+ 3.75% |
$1.04M - $1.04M
|
348K
$28.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
3.07KNew |
$253K - $255K
|
3.07K
$255K
|
|
|
Nov 04, 2025
Q3 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
24.7K+ 611.07% |
$2.04M - $2.05M
|
28.8K
$2.38M
|
|
|
Nov 04, 2025
Q3 2025
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
832+ 1.59% |
$68.5K - $69.1K
|
53.3K
$4.41M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-34.5K- 82.57% |
$2.84M - $2.86M
|
7.28K
$603K
|
|
|
Nov 04, 2025
Q3 2025
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-1.81K- 11.2% |
$149K - $150K
|
14.3K
$1.19M
|
|
|
Nov 04, 2025
Q3 2025
|
Fortem Financial Group, LLC
|
SELL
|
- |
-3.28K- 41.13% |
$270K - $272K
|
4.7K
$389K
|
|
|
Nov 04, 2025
Q3 2025
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
4.98KNew |
$410K - $413K
|
4.98K
$412K
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-2.31K- 3.99% |
$191K - $192K
|
55.7K
$4.61M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-15.5K- 15.17% |
$1.28M - $1.29M
|
86.6K
$7.17M
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
101+ 0.63% |
$8.32K - $8.38K
|
16.3K
$1.35M
|
|
|
Nov 04, 2025
Q3 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
100New |
$8.24K - $8.3K
|
100
$8.28K
|
|
|
Nov 04, 2025
Q3 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
188+ 0.88% |
$15.5K - $15.6K
|
21.5K
$1.78M
|
|
|
Nov 04, 2025
Q3 2025
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-581- 20.17% |
$47.9K - $48.2K
|
2.3K
$190K
|
|
|
Nov 04, 2025
Q3 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-39.7K- 82.81% |
$3.27M - $3.3M
|
8.24K
$683K
|
|
|
Nov 04, 2025
Q3 2025
|
Strategy Asset Managers LLC
|
SELL
|
- |
-11.1K- 68.93% |
$915K - $922K
|
5.01K
$415K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
32.1K+ 21.04% |
$2.64M - $2.66M
|
184K
$15.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
930+ 19.42% |
$76.6K - $77.2K
|
5.72K
$474K
|
|
|
Nov 04, 2025
Q3 2025
|
Esl Trust Services, LLC
|
BUY
|
- |
133+ 6.45% |
$11K - $11K
|
2.19K
$182K
|
|
|
Nov 04, 2025
Q3 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
9.57K+ 220.14% |
$788K - $794K
|
13.9K
$1.15M
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-3.09K- 40.1% |
$255K - $257K
|
4.62K
$382K
|
|
|
Nov 04, 2025
Q3 2025
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
2.32K+ 2.81% |
$191K - $193K
|
84.8K
$7.03M
|
|
|
Nov 04, 2025
Q3 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-949- 1.85% |
$78.2K - $78.8K
|
50.4K
$4.17M
|
|
|
Nov 04, 2025
Q3 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
82.6K+ 207.31% |
$6.8M - $6.85M
|
122K
$10.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-7.95K- 99.96% |
$655K - $660K
|
3
$248
|
|
|
Nov 04, 2025
Q3 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.68K+ 5.3% |
$138K - $139K
|
33.3K
$2.76M
|
|
|
Nov 04, 2025
Q3 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
8.51K+ 7.46% |
$701K - $706K
|
122K
$10.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
21.6K+ 9.93% |
$1.78M - $1.79M
|
239K
$19.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
3.25K+ 58.9% |
$268K - $270K
|
8.77K
$726K
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-280- 92.11% |
$23.1K - $23.2K
|
24
$1.99K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
936+ 3.66% |
$77.1K - $77.7K
|
26.5K
$2.19M
|
|
|
Nov 04, 2025
Q3 2025
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-172K- 72.14% |
$14.2M - $14.3M
|
66.5K
$5.51M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-334K- 7.79% |
$27.5M - $27.7M
|
3.96M
$328M
|
|
|
Nov 04, 2025
Q3 2025
|
Auxano Advisors, LLC
|
SELL
|
- |
-8.51K- 50.91% |
$701K - $706K
|
8.21K
$680K
|
|
|
Nov 04, 2025
Q3 2025
|
Lokken Investment Group LLC
|
BUY
|
- |
2.88K+ 27.7% |
$237K - $239K
|
13.3K
$1.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-2.34K- 3.31% |
$193K - $194K
|
68.3K
$5.66M
|
|
|
Nov 04, 2025
Q3 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
676+ 67600.0% |
$55.7K - $56.1K
|
677
$56.1K
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
2.92K+ 34.64% |
$241K - $242K
|
11.4K
$940K
|
|
|
Nov 04, 2025
Q3 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
5+ 0.1% |
$412 - $415
|
5.16K
$427K
|
|
|
Nov 04, 2025
Q3 2025
|
Spring Vest Wealth Management LLC
Dallas, TX |
SELL
|
- |
-7.79K- 29.43% |
$641K - $646K
|
18.7K
$1.55M
|
|
|
Nov 03, 2025
Q3 2025
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-1.42K- 3.51% |
$117K - $118K
|
38.9K
$3.22M
|
|
|
Nov 03, 2025
Q3 2025
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
BUY
|
- |
127+ 0.97% |
$10.5K - $10.5K
|
13.3K
$1.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
1.39K+ 4.03% |
$115K - $115K
|
35.9K
$2.97M
|
|
|
Nov 03, 2025
Q3 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
BUY
|
- |
22.6KNew |
$1.86M - $1.88M
|
22.6K
$1.87M
|
|
|
Nov 03, 2025
Q3 2025
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
1.83K+ 2.41% |
$151K - $152K
|
78K
$6.46M
|
|
|
Nov 03, 2025
Q3 2025
|
Dsg Capital Advisors, LLC
Edina, MN |
BUY
|
- |
32.5K+ 88.38% |
$2.68M - $2.7M
|
69.3K
$5.74M
|
|