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 28, 2025
Q3 2025
|
Davis Rea Ltd.
|
SELL
|
- |
-6.2K- 18.77% |
$511K - $515K
|
26.8K
$2.22M
|
|
|
Oct 28, 2025
Q3 2025
|
Peoples Bank
|
SELL
|
- |
-781- 1.81% |
$64.3K - $64.8K
|
42.4K
$3.51M
|
|
|
Oct 28, 2025
Q3 2025
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
2.24K+ 40.18% |
$185K - $186K
|
7.82K
$647K
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
2.08K+ 2.11% |
$171K - $173K
|
100K
$8.32M
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
SELL
|
- |
-18.8K- 81.5% |
$1.55M - $1.56M
|
4.26K
$353K
|
|
|
Oct 28, 2025
Q3 2025
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
17.8K+ 20.38% |
$1.47M - $1.48M
|
105K
$8.72M
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
9.78K+ 34.54% |
$806K - $812K
|
38.1K
$3.16M
|
|
|
Oct 28, 2025
Q3 2025
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-1.31K- 3.15% |
$108K - $109K
|
40.2K
$3.33M
|
|
|
Oct 28, 2025
Q3 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-18.2K- 7.57% |
$1.5M - $1.51M
|
222K
$18.4M
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
BUY
|
- |
1.72K+ 1.88% |
$142K - $143K
|
93.1K
$7.71M
|
|
|
Oct 28, 2025
Q3 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-12- 70.59% |
$989 - $996
|
5
$414
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.01K+ 1.36% |
$83K - $83.6K
|
75.1K
$6.22M
|
|
|
Oct 28, 2025
Q3 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
171+ 0.9% |
$14.1K - $14.2K
|
19.2K
$1.59M
|
|
|
Oct 28, 2025
Q3 2025
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-1.86K- 3.35% |
$153K - $154K
|
53.7K
$4.45M
|
|
|
Oct 28, 2025
Q3 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-116- 0.76% |
$9.56K - $9.63K
|
15.2K
$1.26M
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
392K+ 111.81% |
$32.3M - $32.5M
|
742K
$61.5M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
24.7KNew |
$2.04M - $2.05M
|
24.7K
$2.05M
|
|
|
Oct 28, 2025
Q3 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
85+ 0.78% |
$7K - $7.06K
|
11K
$914K
|
|
|
Oct 28, 2025
Q3 2025
|
Bfsg, LLC
|
BUY
|
- |
5.79K+ 17.12% |
$477K - $480K
|
39.6K
$3.28M
|
|
|
Oct 28, 2025
Q3 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
100+ 1.39% |
$8.24K - $8.3K
|
7.28K
$603K
|
|
|
Oct 27, 2025
Q3 2025
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
35+ 0.96% |
$2.88K - $2.91K
|
3.68K
$305K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-17.3K- 12.13% |
$1.42M - $1.43M
|
125K
$10.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
3.52K+ 7.68% |
$290K - $292K
|
49.3K
$4.08M
|
|
|
Oct 27, 2025
Q3 2025
|
West Wealth Group, LLC
|
BUY
|
- |
546+ 17.97% |
$45K - $45.3K
|
3.59K
$297K
|
|
|
Oct 27, 2025
Q3 2025
|
Allen Capital Group, LLC
|
SELL
|
- |
-1.45K- 22.17% |
$119K - $120K
|
5.09K
$422K
|
|
|
Oct 27, 2025
Q3 2025
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
1.05K+ 11.09% |
$86.3K - $87K
|
10.5K
$870K
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
62.9K+ 12.58% |
$5.18M - $5.22M
|
563K
$46.6M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
308+ 2.74% |
$25.4K - $25.6K
|
11.6K
$957K
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-3.1K- 98.98% |
$255K - $257K
|
32
$2.65K
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
32.9K+ 3.66% |
$2.71M - $2.73M
|
930K
$77M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-5.44K- 2.61% |
$448K - $452K
|
203K
$16.8M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
SELL
|
- |
-137- 4.23% |
$11.3K - $11.4K
|
3.1K
$257K
|
|
|
Oct 27, 2025
Q3 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
2.8K+ 12.63% |
$231K - $233K
|
25K
$2.07M
|
|
|
Oct 27, 2025
Q3 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
4.05K+ 66.85% |
$334K - $336K
|
10.1K
$837K
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-1.15K- 5.09% |
$95K - $95.7K
|
21.5K
$1.78M
|
|
|
Oct 27, 2025
Q3 2025
|
One Day In July LLC
|
BUY
|
- |
3.92K+ 7.6% |
$323K - $325K
|
55.5K
$4.6M
|
|
|
Oct 27, 2025
Q3 2025
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
380+ 0.49% |
$31.3K - $31.5K
|
78.2K
$6.47M
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
SELL
|
- |
-28.3K- 5.22% |
$2.33M - $2.35M
|
513K
$42.5M
|
|
|
Oct 27, 2025
Q3 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
357+ 4.72% |
$29.4K - $29.6K
|
7.92K
$656K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Effects LLC
|
BUY
|
- |
241+ 6.99% |
$19.9K - $20K
|
3.69K
$305K
|
|
|
Oct 27, 2025
Q3 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
21.9K+ 9.99% |
$1.8M - $1.82M
|
241K
$20M
|
|
|
Oct 27, 2025
Q3 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-698- 3.7% |
$57.5K - $57.9K
|
18.2K
$1.51M
|
|
|
Oct 27, 2025
Q3 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
44+ 0.71% |
$3.62K - $3.65K
|
6.25K
$517K
|
|
|
Oct 24, 2025
Q3 2025
|
Hudock, Inc.
|
SELL
|
- |
-252- 0.85% |
$20.8K - $20.9K
|
29.4K
$2.43M
|
|
|
Oct 24, 2025
Q3 2025
|
Purus Wealth Management, LLC
|
BUY
|
- |
874+ 13.12% |
$72K - $72.5K
|
7.53K
$624K
|
|
|
Oct 24, 2025
Q3 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
115K+ 488.79% |
$9.5M - $9.57M
|
139K
$11.5M
|
|
|
Oct 24, 2025
Q3 2025
|
Tfc Financial Management
|
BUY
|
- |
15.1K+ 1.71% |
$1.24M - $1.25M
|
898K
$74.4M
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-398- 7.42% |
$32.8K - $33K
|
4.97K
$411K
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
15.2K+ 569.21% |
$1.25M - $1.26M
|
17.8K
$1.48M
|
|
|
Oct 24, 2025
Q3 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
SELL
|
- |
-2.06K- 15.32% |
$170K - $171K
|
11.4K
$943K
|
|