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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
930+ 4.44% |
$76.6K - $77.2K
|
21.9K
$1.81M
|
|
|
Oct 31, 2025
Q3 2025
|
Cabot Wealth Management Inc
|
BUY
|
- |
73K+ 69.19% |
$6.01M - $6.06M
|
178K
$14.8M
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
6.2KNew |
$511K - $514K
|
6.2K
$513K
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-25- 1.01% |
$2.06K - $2.08K
|
2.45K
$203K
|
|
|
Oct 31, 2025
Q3 2025
|
Copia Wealth Management
Bend, OR |
SELL
|
- |
-189- 7.08% |
$15.6K - $15.7K
|
2.48K
$205K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
131+ 0.76% |
$10.8K - $10.9K
|
17.4K
$1.44M
|
|
|
Oct 30, 2025
Q3 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
1.43K+ 25.11% |
$118K - $119K
|
7.13K
$591K
|
|
|
Oct 30, 2025
Q3 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
2.36K+ 7.21% |
$195K - $196K
|
35.1K
$2.91M
|
|
|
Oct 30, 2025
Q3 2025
|
Objective Capital Management, LLC
|
SELL
|
- |
-1.12K- 6.88% |
$92.1K - $92.8K
|
15.1K
$1.25M
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-4- 0.1% |
$330 - $332
|
4.2K
$347K
|
|
|
Oct 30, 2025
Q3 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-13.3K- 15.54% |
$1.09M - $1.1M
|
72.1K
$5.98M
|
|
|
Oct 30, 2025
Q3 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-786- 2.74% |
$64.8K - $65.2K
|
27.9K
$2.31M
|
|
|
Oct 30, 2025
Q3 2025
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-4.43K- 1.7% |
$365K - $368K
|
257K
$21.3M
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
2.6K+ 18.61% |
$214K - $216K
|
16.6K
$1.37M
|
|
|
Oct 30, 2025
Q3 2025
|
Fiducient Advisors LLC
|
SELL
|
- |
-200- 2.57% |
$16.5K - $16.6K
|
7.59K
$628K
|
|
|
Oct 30, 2025
Q3 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
20+ 0.89% |
$1.65K - $1.66K
|
2.27K
$188K
|
|
|
Oct 30, 2025
Q3 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
2.86KNew |
$236K - $238K
|
2.86K
$237K
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-333- 26.14% |
$27.4K - $27.6K
|
941
$77.9K
|
|
|
Oct 30, 2025
Q3 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-1.84K- 13.35% |
$152K - $153K
|
12K
$991K
|
|
|
Oct 30, 2025
Q3 2025
|
Gouws Capital LLC
|
BUY
|
- |
2.5KNew |
$206K - $208K
|
2.5K
$207K
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.43K+ 112.67% |
$118K - $119K
|
2.7K
$224K
|
|
|
Oct 30, 2025
Q3 2025
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-154- 5.46% |
$12.7K - $12.8K
|
2.67K
$221K
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
SELL
|
- |
-192- 3.26% |
$15.8K - $15.9K
|
5.69K
$472K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
44.5K+ 51.53% |
$3.66M - $3.69M
|
131K
$10.8M
|
|
|
Oct 30, 2025
Q3 2025
|
Orion Capital Management LLC
|
BUY
|
- |
73New |
$6.01K - $6.06K
|
73
$6.05K
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-3.47K- 56.41% |
$286K - $288K
|
2.68K
$222K
|
|
|
Oct 29, 2025
Q3 2025
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-1.11K- 3.09% |
$91.6K - $92.3K
|
34.9K
$2.89M
|
|
|
Oct 29, 2025
Q3 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
5.47K+ 23.9% |
$450K - $454K
|
28.3K
$2.35M
|
|
|
Oct 29, 2025
Q3 2025
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
1.09K+ 14.39% |
$90.1K - $90.8K
|
8.7K
$721K
|
|
|
Oct 29, 2025
Q3 2025
|
Gate Pass Capital, LLC
Independence, OH |
SELL
|
- |
-7K- 72.14% |
$577K - $581K
|
2.7K
$224K
|
|
|
Oct 29, 2025
Q3 2025
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-324- 7.54% |
$26.7K - $26.9K
|
3.97K
$329K
|
|
|
Oct 29, 2025
Q3 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
700+ 20.32% |
$57.7K - $58.1K
|
4.15K
$343K
|
|
|
Oct 29, 2025
Q3 2025
|
Rovin Capital
|
SELL
|
- |
-11.6K- 80.8% |
$952K - $959K
|
2.75K
$227K
|
|
|
Oct 29, 2025
Q3 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
598+ 3.35% |
$49.3K - $49.6K
|
18.4K
$1.53M
|
|
|
Oct 29, 2025
Q3 2025
|
De Dora Capital, Inc.
|
SELL
|
- |
-1- 0.02% |
$82.4 - $83
|
5.68K
$471K
|
|
|
Oct 29, 2025
Q3 2025
|
Mizuho Markets Americas LLC
|
BUY
|
- |
2.41M+ 93.35% |
$199M - $200M
|
5M
$414M
|
|
|
Oct 29, 2025
Q3 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-20- 0.04% |
$1.65K - $1.66K
|
52.4K
$4.34M
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
467+ 13.32% |
$38.5K - $38.8K
|
3.97K
$329K
|
|
|
Oct 29, 2025
Q3 2025
|
Element Wealth, LLC
|
SELL
|
- |
-241- 1.58% |
$19.9K - $20K
|
15K
$1.24M
|
|
|
Oct 29, 2025
Q3 2025
|
St. James Investment Company, LLC
|
BUY
|
- |
850+ 5.84% |
$70K - $70.6K
|
15.4K
$1.28M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.46K- 3.29% |
$121K - $122K
|
43.1K
$3.57M
|
|
|
Oct 29, 2025
Q3 2025
|
Vista Investment Partners Ii, LLC
Richmond, IN |
SELL
|
- |
-82- 3.11% |
$6.76K - $6.81K
|
2.55K
$211K
|
|
|
Oct 29, 2025
Q3 2025
|
Lee Danner & Bass Inc
|
SELL
|
- |
-250- 4.79% |
$20.6K - $20.8K
|
4.97K
$411K
|
|
|
Oct 29, 2025
Q3 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
513+ 10.57% |
$42.3K - $42.6K
|
5.37K
$445K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
983+ 10.05% |
$81K - $81.6K
|
10.8K
$891K
|
|
|
Oct 29, 2025
Q3 2025
|
Platform Technology Partners
|
SELL
|
- |
-2.16K- 10.09% |
$178K - $180K
|
19.3K
$1.6M
|
|
|
Oct 29, 2025
Q3 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
1+ 0.01% |
$82.4 - $83
|
8.11K
$671K
|
|
|
Oct 29, 2025
Q3 2025
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-225- 7.74% |
$18.5K - $18.7K
|
2.68K
$222K
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
459New |
$37.8K - $38.1K
|
459
$38K
|
|
|
Oct 29, 2025
Q3 2025
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
3.1K+ 4.48% |
$255K - $257K
|
72.2K
$5.98M
|
|