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 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
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-9.62K- 64.71% |
$792K - $798K
|
5.25K
$435K
|
|
|
Oct 17, 2025
Q3 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
2.45K+ 37.99% |
$202K - $203K
|
8.9K
$737K
|
|
|
Oct 17, 2025
Q3 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-74- 1.68% |
$6.1K - $6.14K
|
4.32K
$358K
|
|
|
Oct 17, 2025
Q3 2025
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-473- 7.15% |
$39K - $39.3K
|
6.14K
$509K
|
|
|
Oct 17, 2025
Q3 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
2.52KNew |
$207K - $209K
|
2.52K
$208K
|
|
|
Oct 17, 2025
Q3 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
115New |
$9.47K - $9.55K
|
115
$9.53K
|
|
|
Oct 17, 2025
Q3 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
3.84KNew |
$316K - $318K
|
3.84K
$318K
|
|
|
Oct 17, 2025
Q3 2025
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-376- 0.15% |
$31K - $31.2K
|
249K
$20.6M
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
2.71K+ 2.67% |
$223K - $225K
|
104K
$8.63M
|
|
|
Oct 16, 2025
Q3 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
10.1K+ 5.71% |
$836K - $842K
|
188K
$15.6M
|
|
|
Oct 16, 2025
Q3 2025
|
Nvwm, LLC
|
SELL
|
- |
-2.62K- 11.15% |
$216K - $218K
|
20.9K
$1.73M
|
|
|
Oct 16, 2025
Q3 2025
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-654- 29.38% |
$53.9K - $54.3K
|
1.57K
$130K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-40- 1.46% |
$3.3K - $3.32K
|
2.7K
$224K
|
|
|
Oct 16, 2025
Q3 2025
|
Amarillo National Bank
|
SELL
|
- |
-935- 8.64% |
$77K - $77.6K
|
9.89K
$819K
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1+ 0.01% |
$82.4 - $83
|
12.1K
$1.01M
|
|
|
Oct 16, 2025
Q3 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
322+ 4.33% |
$26.5K - $26.7K
|
7.75K
$642K
|
|
|
Oct 16, 2025
Q3 2025
|
Cadinha & CO LLC
|
SELL
|
- |
-399- 9.49% |
$32.9K - $33.1K
|
3.81K
$315K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.01K- 14.97% |
$166K - $167K
|
11.4K
$947K
|
|
|
Oct 15, 2025
Q3 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
5.87K+ 5.83% |
$484K - $487K
|
107K
$8.83M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
2.9K+ 38.15% |
$239K - $241K
|
10.5K
$870K
|
|
|
Oct 15, 2025
Q3 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
4.96K+ 0.75% |
$408K - $411K
|
665K
$55.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.66K+ 3.35% |
$301K - $304K
|
113K
$9.33M
|
|
|
Oct 15, 2025
Q3 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
SELL
|
- |
-887- 2.52% |
$73.1K - $73.6K
|
34.3K
$2.84M
|
|
|
Oct 15, 2025
Q3 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-23.3K- 81.16% |
$1.92M - $1.94M
|
5.42K
$449K
|
|
|
Oct 15, 2025
Q3 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
273+ 0.41% |
$22.5K - $22.7K
|
67.5K
$5.59M
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.66K+ 11.92% |
$137K - $138K
|
15.6K
$1.29M
|
|
|
Oct 15, 2025
Q3 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
822+ 0.94% |
$67.7K - $68.2K
|
88.1K
$7.3M
|
|
|
Oct 15, 2025
Q3 2025
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-155- 4.17% |
$12.8K - $12.9K
|
3.57K
$295K
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-189- 1.24% |
$15.6K - $15.7K
|
15.1K
$1.25M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-17.1K- 11.53% |
$1.41M - $1.42M
|
131K
$10.9M
|
|
|
Oct 15, 2025
Q3 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
1.55K+ 29.91% |
$128K - $129K
|
6.73K
$558K
|
|
|
Oct 14, 2025
Q3 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-37.7K- 67.12% |
$3.11M - $3.13M
|
18.5K
$1.53M
|
|
|
Oct 14, 2025
Q3 2025
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
1.05K+ 5.78% |
$86.1K - $86.7K
|
19.1K
$1.58M
|
|
|
Oct 14, 2025
Q3 2025
|
J2 Capital Management Inc
|
SELL
|
- |
-218- 6.84% |
$18K - $18.1K
|
2.97K
$246K
|
|
|
Oct 14, 2025
Q3 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
505+ 5.92% |
$41.6K - $41.9K
|
9.04K
$749K
|
|
|
Oct 14, 2025
Q3 2025
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
10.8K+ 18.47% |
$889K - $896K
|
69.2K
$5.73M
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
2.41K+ 42.08% |
$198K - $200K
|
8.12K
$673K
|
|
|
Oct 14, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
2.78KNew |
$229K - $231K
|
2.78K
$231K
|
|
|
Oct 14, 2025
Q3 2025
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
48+ 1.75% |
$3.95K - $3.98K
|
2.8K
$232K
|
|
|
Oct 14, 2025
Q3 2025
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
56+ 3.64% |
$4.61K - $4.65K
|
1.59K
$132K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
108K+ 82.21% |
$8.86M - $8.92M
|
238K
$19.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
BUY
|
- |
254+ 9.87% |
$20.9K - $21.1K
|
2.83K
$234K
|
|
|
Oct 14, 2025
Q3 2025
|
Welch Group, LLC
|
BUY
|
- |
4.02K+ 11.64% |
$331K - $334K
|
38.5K
$3.19M
|
|
|
Oct 14, 2025
Q3 2025
|
White Pine Investment CO
|
SELL
|
- |
-69.2K- 52.8% |
$5.7M - $5.74M
|
61.8K
$5.12M
|
|
|
Oct 14, 2025
Q3 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
26+ 0.83% |
$2.14K - $2.16K
|
3.17K
$263K
|
|