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 22, 2025
Q3 2025
|
Barry Investment Advisors, LLC
|
BUY
|
- |
9.49K+ 48.52% |
$782K - $788K
|
29.1K
$2.41M
|
|
|
Oct 22, 2025
Q3 2025
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
28+ 0.09% |
$2.31K - $2.32K
|
32.8K
$2.72M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
106K+ 4.22% |
$8.74M - $8.8M
|
2.62M
$217M
|
|
|
Oct 22, 2025
Q3 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
SELL
|
- |
-1.78K- 22.86% |
$146K - $147K
|
6K
$497K
|
|
|
Oct 21, 2025
Q3 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
10.6K+ 64.75% |
$872K - $878K
|
26.9K
$2.23M
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
3.51K+ 8.59% |
$289K - $292K
|
44.4K
$3.68M
|
|
|
Oct 21, 2025
Q3 2025
|
Hudson Capital Management LLC
|
SELL
|
- |
-133- 4.29% |
$11K - $11K
|
2.97K
$246K
|
|
|
Oct 21, 2025
Q3 2025
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
40+ 0.2% |
$3.3K - $3.32K
|
20.4K
$1.69M
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
2.78KNew |
$229K - $230K
|
2.78K
$230K
|
|
|
Oct 21, 2025
Q3 2025
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-176- 4.24% |
$14.5K - $14.6K
|
3.97K
$329K
|
|
|
Oct 21, 2025
Q3 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
2.21K+ 16.42% |
$182K - $183K
|
15.7K
$1.3M
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-20- 1.1% |
$1.65K - $1.66K
|
1.81K
$150K
|
|
|
Oct 21, 2025
Q3 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
5.21K+ 5.42% |
$429K - $432K
|
101K
$8.39M
|
|
|
Oct 21, 2025
Q3 2025
|
Values First Advisors, Inc.
|
BUY
|
- |
2.63K+ 3.3% |
$217K - $219K
|
82.4K
$6.83M
|
|
|
Oct 21, 2025
Q3 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
7.96K+ 7.48% |
$655K - $660K
|
114K
$9.47M
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
2.24K+ 9.71% |
$185K - $186K
|
25.3K
$2.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-226- 0.3% |
$18.6K - $18.8K
|
74.5K
$6.17M
|
|
|
Oct 21, 2025
Q3 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
2.11K+ 3.95% |
$174K - $175K
|
55.6K
$4.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
4.03K+ 20.69% |
$332K - $334K
|
23.5K
$1.95M
|
|
|
Oct 21, 2025
Q3 2025
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
18.2K+ 24.39% |
$1.5M - $1.51M
|
92.9K
$7.69M
|
|
|
Oct 21, 2025
Q3 2025
|
Pflug Koory, LLC
|
BUY
|
- |
287+ 637.78% |
$23.6K - $23.8K
|
332
$27.5K
|
|
|
Oct 21, 2025
Q3 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
37+ 0.35% |
$3.05K - $3.07K
|
10.5K
$871K
|
|
|
Oct 21, 2025
Q3 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.7K+ 5.2% |
$222K - $224K
|
54.5K
$4.51M
|
|
|
Oct 21, 2025
Q3 2025
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
16.6K+ 66.91% |
$1.37M - $1.38M
|
41.5K
$3.44M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
5.16K+ 8.05% |
$425K - $428K
|
69.2K
$5.73M
|
|
|
Oct 21, 2025
Q3 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
160+ 0.56% |
$13.2K - $13.3K
|
28.9K
$2.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-1.03K- 3.95% |
$84.4K - $85.1K
|
24.9K
$2.06M
|
|
|
Oct 21, 2025
Q3 2025
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-432- 10.55% |
$35.6K - $35.9K
|
3.66K
$303K
|
|
|
Oct 20, 2025
Q3 2025
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-2.47K- 15.82% |
$203K - $205K
|
13.1K
$1.09M
|
|
|
Oct 20, 2025
Q3 2025
|
Life Guide Financial Advisors, LLC
|
SELL
|
- |
-2- 0.01% |
$165 - $166
|
26K
$2.16M
|
|
|
Oct 20, 2025
Q3 2025
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-97- 2.1% |
$7.99K - $8.05K
|
4.53K
$375K
|
|
|
Oct 20, 2025
Q3 2025
|
Single Point Partners, LLC
|
SELL
|
- |
-816- 2.39% |
$67.2K - $67.7K
|
33.4K
$2.76M
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
SELL
|
- |
-52K- 21.93% |
$4.28M - $4.31M
|
185K
$15.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
3.4KNew |
$280K - $282K
|
3.4K
$281K
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.31K+ 5.69% |
$108K - $108K
|
24.2K
$2.01M
|
|
|
Oct 20, 2025
Q3 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
3.14K+ 15.22% |
$259K - $261K
|
23.8K
$1.97M
|
|
|
Oct 20, 2025
Q3 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
2.61KNew |
$215K - $217K
|
2.61K
$216K
|
|
|
Oct 20, 2025
Q3 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
2.57KNew |
$212K - $213K
|
2.57K
$213K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-51- 0.2% |
$4.2K - $4.23K
|
25.7K
$2.13M
|
|
|
Oct 20, 2025
Q3 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
11+ 0.94% |
$906 - $913
|
1.18K
$97.9K
|
|
|
Oct 20, 2025
Q3 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
6.64K+ 17.31% |
$547K - $551K
|
45K
$3.73M
|
|
|
Oct 20, 2025
Q3 2025
|
Premier Financial Group
Eureka, CA |
BUY
|
- |
775New |
$63.8K - $64.3K
|
775
$64.2K
|
|
|
Oct 20, 2025
Q3 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-900- 12.98% |
$74.1K - $74.7K
|
6.03K
$500K
|
|
|
Oct 20, 2025
Q3 2025
|
West Branch Capital LLC
|
BUY
|
- |
3+ 0.91% |
$247 - $249
|
331
$27.4K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
5.18K+ 3.84% |
$426K - $430K
|
140K
$11.6M
|
|
|
Oct 20, 2025
Q3 2025
|
Semitam Bonam LLC
Goshen, NY |
BUY
|
- |
676+ 1.24% |
$55.7K - $56.1K
|
55K
$4.56M
|
|
|
Oct 17, 2025
Q3 2025
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-12.9K- 13.21% |
$1.06M - $1.07M
|
84.8K
$7.03M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
SELL
|
- |
-1.07K- 2.14% |
$88.5K - $89.1K
|
49.2K
$4.08M
|
|
|
Oct 17, 2025
Q3 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
18+ 0.3% |
$1.48K - $1.49K
|
6.08K
$504K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.14K- 2.27% |
$176K - $178K
|
92.4K
$7.65M
|
|