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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2025
Q2 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
14.4K+ 288.07% |
$1.19M - $1.2M
|
19.4K
$1.61M
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
4.3KNew |
$354K - $358K
|
4.3K
$356K
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
28.2KNew |
$2.32M - $2.34M
|
28.2K
$2.33M
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
101+ 1.77% |
$8.3K - $8.4K
|
5.82K
$482K
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-45- 0.18% |
$3.7K - $3.74K
|
25.5K
$2.11M
|
|
|
Aug 08, 2025
Q2 2025
|
Family Firm, Inc.
|
BUY
|
- |
1.82K+ 6.19% |
$149K - $151K
|
31.2K
$2.58M
|
|
|
Aug 08, 2025
Q2 2025
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
3.27KNew |
$269K - $272K
|
3.27K
$271K
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
81.6K+ 449.98% |
$6.71M - $6.79M
|
99.8K
$8.27M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-14K- 15.72% |
$1.15M - $1.17M
|
75.2K
$6.23M
|
|
|
Aug 08, 2025
Q2 2025
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-475- 46.61% |
$39K - $39.5K
|
544
$45.1K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-5- 41.67% |
$411 - $416
|
7
$580
|
|
|
Aug 07, 2025
Q2 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-25- 0.25% |
$2.06K - $2.08K
|
9.91K
$821K
|
|
|
Aug 07, 2025
Q2 2025
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-12.1K- 14.88% |
$993K - $1M
|
69.1K
$5.73M
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-65- 14.81% |
$5.34K - $5.4K
|
374
$31K
|
|
|
Aug 07, 2025
Q2 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-180- 1.34% |
$14.8K - $15K
|
13.2K
$1.09M
|
|
|
Aug 07, 2025
Q2 2025
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-8- 0.03% |
$658 - $665
|
30.5K
$2.52M
|
|
|
Aug 07, 2025
Q2 2025
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-68- 0.97% |
$5.59K - $5.65K
|
6.93K
$574K
|
|
|
Aug 07, 2025
Q2 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
400+ 8.42% |
$32.9K - $33.2K
|
5.15K
$427K
|
|
|
Aug 07, 2025
Q2 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
2.7KNew |
$222K - $225K
|
2.7K
$224K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
908New |
$74.6K - $75.5K
|
908
$75.2K
|
|
|
Aug 05, 2025
Q2 2025
|
Seelaus Asset Management LLC
|
BUY
|
- |
2.53KNew |
$208K - $210K
|
2.53K
$209K
|
|
|
Aug 05, 2025
Q2 2025
|
Retirement Financial Solutions, LLC
Knoxville, TN |
SELL
|
- |
-550- 1.13% |
$45.2K - $45.7K
|
48.1K
$3.98M
|
|
|
Aug 05, 2025
Q2 2025
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
12.3KNew |
$1.01M - $1.02M
|
12.3K
$1.02M
|
|
|
Aug 05, 2025
Q2 2025
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
6+ 0.04% |
$493 - $499
|
15.3K
$1.27M
|
|
|
Aug 05, 2025
Q2 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
9.12KNew |
$750K - $758K
|
9.12K
$756K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-4.05K- 7.57% |
$333K - $337K
|
49.5K
$4.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Amg National Trust Bank
|
SELL
|
- |
-900- 17.82% |
$74K - $74.8K
|
4.15K
$344K
|
|
|
Aug 04, 2025
Q2 2025
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-15.4K- 95.08% |
$1.27M - $1.28M
|
796
$65.9K
|
|
|
Aug 04, 2025
Q2 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-60- 1.08% |
$4.93K - $4.99K
|
5.52K
$457K
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-62- 0.53% |
$5.1K - $5.15K
|
11.6K
$962K
|
|
|
Aug 01, 2025
Q2 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
250+ 14.41% |
$20.6K - $20.8K
|
1.99K
$164K
|
|
|
Jul 31, 2025
Q2 2025
|
Future You Wealth LLC
New York, NY |
BUY
|
- |
9.22K+ 9.44% |
$758K - $766K
|
107K
$8.85M
|
|
|
Jul 31, 2025
Q2 2025
|
City State Bank
Norwalk, IA |
SELL
|
- |
-20- 18.87% |
$1.64K - $1.66K
|
86
$7.12K
|
|
|
Jul 31, 2025
Q2 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
SELL
|
- |
-6- 0.37% |
$493 - $499
|
1.62K
$134K
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
3.82KNew |
$314K - $318K
|
3.82K
$316K
|
|
|
Jul 31, 2025
Q2 2025
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
43.7K+ 290.03% |
$3.59M - $3.63M
|
58.8K
$4.87M
|
|
|
Jul 30, 2025
Q2 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
SELL
|
- |
-48- 1.19% |
$3.95K - $3.99K
|
3.99K
$330K
|
|
|
Jul 30, 2025
Q2 2025
|
Gables Capital Management Inc.
|
BUY
|
- |
204New |
$16.8K - $17K
|
204
$16.9K
|
|
|
Jul 30, 2025
Q2 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
142New |
$11.7K - $11.8K
|
142
$11.8K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
59+ 1.11% |
$4.85K - $4.9K
|
5.35K
$443K
|
|
|
Jul 30, 2025
Q2 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
5.17KNew |
$425K - $429K
|
5.17K
$428K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
135New |
$11.1K - $11.2K
|
135
$11.2K
|
|
|
Jul 30, 2025
Q2 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
210+ 500.0% |
$17.3K - $17.5K
|
252
$20.9K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-2.59K- 22.61% |
$213K - $215K
|
8.86K
$734K
|
|
|
Jul 28, 2025
Q2 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
4New |
$329 - $332
|
4
$331
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
182+ 3.69% |
$15K - $15.1K
|
5.11K
$424K
|
|
|
Jul 25, 2025
Q2 2025
|
Gfs Advisors, LLC
|
SELL
|
- |
-444- 14.23% |
$36.5K - $36.9K
|
2.68K
$222K
|
|
|
Jul 25, 2025
Q2 2025
|
Summa Corp.
Tomball, TX |
BUY
|
- |
3.69K+ 61.5% |
$303K - $307K
|
9.69K
$803K
|
|
|
Jul 25, 2025
Q2 2025
|
Criteria Caixa, S.A.U.
Barcelona, U3 |
BUY
|
- |
2MNew |
$164M - $166M
|
2M
$166M
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-61- 1.52% |
$5.01K - $5.07K
|
3.94K
$326K
|
|