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 24, 2025
Q3 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
SELL
|
- |
-2.06K- 15.32% |
$170K - $171K
|
11.4K
$943K
|
|
|
Oct 24, 2025
Q3 2025
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-34- 1.31% |
$2.8K - $2.82K
|
2.56K
$212K
|
|
|
Oct 24, 2025
Q3 2025
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
6.31K+ 475.36% |
$520K - $524K
|
7.64K
$632K
|
|
|
Oct 24, 2025
Q3 2025
|
Aspiriant, LLC
|
SELL
|
- |
-3.82K- 30.05% |
$315K - $317K
|
8.9K
$737K
|
|
|
Oct 24, 2025
Q3 2025
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
2.55K+ 16.24% |
$210K - $212K
|
18.3K
$1.51M
|
|
|
Oct 24, 2025
Q3 2025
|
Westwood Wealth Management
|
BUY
|
- |
12.3K+ 90.74% |
$1.01M - $1.02M
|
25.8K
$2.13M
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
1.07K+ 1.82% |
$87.8K - $88.5K
|
59.5K
$4.93M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.02K+ 55.09% |
$166K - $167K
|
5.68K
$471K
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-11.5K- 62.07% |
$946K - $953K
|
7.01K
$581K
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
25.5KNew |
$2.1M - $2.12M
|
25.5K
$2.11M
|
|
|
Oct 23, 2025
Q3 2025
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-516- 5.37% |
$42.5K - $42.8K
|
9.1K
$753K
|
|
|
Oct 23, 2025
Q3 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
4.82K+ 25.56% |
$397K - $400K
|
23.7K
$1.96M
|
|
|
Oct 23, 2025
Q3 2025
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
5.1K+ 22.24% |
$420K - $423K
|
28K
$2.32M
|
|
|
Oct 23, 2025
Q3 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
10.8KNew |
$890K - $896K
|
10.8K
$895K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
47K+ 13.32% |
$3.87M - $3.9M
|
399K
$33.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
642+ 0.95% |
$52.9K - $53.3K
|
68.3K
$5.65M
|
|
|
Oct 23, 2025
Q3 2025
|
Integras Partners LLC
Alpharetta, GA |
BUY
|
- |
451+ 2.04% |
$37.2K - $37.4K
|
22.6K
$1.87M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-2.43K- 15.48% |
$200K - $202K
|
13.3K
$1.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-165K- 96.5% |
$13.6M - $13.7M
|
5.99K
$496K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-439- 3.3% |
$36.2K - $36.4K
|
12.9K
$1.07M
|
|
|
Oct 23, 2025
Q3 2025
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
223+ 0.8% |
$18.4K - $18.5K
|
28K
$2.32M
|
|
|
Oct 23, 2025
Q3 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
303+ 0.36% |
$25K - $25.1K
|
84.8K
$7.02M
|
|
|
Oct 23, 2025
Q3 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
SELL
|
- |
-927- 7.31% |
$76.4K - $76.9K
|
11.7K
$973K
|
|
|
Oct 23, 2025
Q3 2025
|
Invested Advisors
State College, PA |
BUY
|
- |
14.1KNew |
$1.16M - $1.17M
|
14.1K
$1.17M
|
|
|
Oct 23, 2025
Q3 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
2.48KNew |
$204K - $206K
|
2.48K
$205K
|
|
|
Oct 23, 2025
Q3 2025
|
Webster Bank, N. A.
|
BUY
|
- |
20+ 0.79% |
$1.65K - $1.66K
|
2.56K
$212K
|
|
|
Oct 23, 2025
Q3 2025
|
Simpli Fi, Inc.
|
BUY
|
- |
2.65KNew |
$218K - $220K
|
2.65K
$220K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
287+ 9.3% |
$23.6K - $23.8K
|
3.37K
$279K
|
|
|
Oct 23, 2025
Q3 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-250- 5.59% |
$20.6K - $20.8K
|
4.22K
$350K
|
|
|
Oct 22, 2025
Q3 2025
|
Dt Investment Partners, LLC
|
BUY
|
- |
37.2K+ 30.8% |
$3.07M - $3.09M
|
158K
$13.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-319K- 48.02% |
$26.3M - $26.5M
|
345K
$28.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
1.07K+ 5.21% |
$88.1K - $88.8K
|
21.6K
$1.79M
|
|
|
Oct 22, 2025
Q3 2025
|
Argi Investment Services, LLC
|
BUY
|
- |
24.2K+ 37.68% |
$1.99M - $2.01M
|
88.4K
$7.33M
|
|
|
Oct 22, 2025
Q3 2025
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-718- 7.65% |
$59.1K - $59.6K
|
8.67K
$718K
|
|
|
Oct 22, 2025
Q3 2025
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
1.71K+ 1.15% |
$141K - $142K
|
150K
$12.5M
|
|
|
Oct 22, 2025
Q3 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
15.4K+ 107.84% |
$1.27M - $1.28M
|
29.7K
$2.46M
|
|
|
Oct 22, 2025
Q3 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-242- 5.79% |
$19.9K - $20.1K
|
3.94K
$326K
|
|
|
Oct 22, 2025
Q3 2025
|
Greenspring Advisors, LLC
|
BUY
|
- |
1.27K+ 5.86% |
$104K - $105K
|
22.9K
$1.9M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
7.76K+ 9.23% |
$639K - $644K
|
91.8K
$7.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
48.5K+ 190.19% |
$3.99M - $4.02M
|
73.9K
$6.12M
|
|
|
Oct 22, 2025
Q3 2025
|
Biltmore Wealth Management, LLC
|
SELL
|
- |
-3.85K- 33.73% |
$317K - $320K
|
7.57K
$627K
|
|
|
Oct 22, 2025
Q3 2025
|
Milestones Private Investment Advisors LLC
Fairport, NY |
SELL
|
- |
-284- 1.39% |
$23.4K - $23.6K
|
20.1K
$1.66M
|
|
|
Oct 22, 2025
Q3 2025
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-81- 2.47% |
$6.67K - $6.72K
|
3.2K
$265K
|
|
|
Oct 22, 2025
Q3 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
60+ 0.72% |
$4.94K - $4.98K
|
8.4K
$695K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-7.95K- 24.17% |
$655K - $660K
|
24.9K
$2.07M
|
|
|
Oct 22, 2025
Q3 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-152- 1.8% |
$12.5K - $12.6K
|
8.31K
$688K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-61.8K- 76.84% |
$5.09M - $5.13M
|
18.6K
$1.54M
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-73- 1.73% |
$6.01K - $6.06K
|
4.15K
$343K
|
|
|
Oct 22, 2025
Q3 2025
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-2.91K- 12.75% |
$240K - $242K
|
19.9K
$1.65M
|
|
|
Oct 22, 2025
Q3 2025
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
24+ 0.99% |
$1.98K - $1.99K
|
2.45K
$203K
|
|