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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-800- 59.0% |
$65.8K - $66.5K
|
556
$46.1K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-103K- 68.96% |
$8.49M - $8.58M
|
46.5K
$3.85M
|
|
|
Jul 24, 2025
Q2 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
381+ 13.3% |
$31.3K - $31.7K
|
3.25K
$269K
|
|
|
Jul 24, 2025
Q2 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
4KNew |
$329K - $332K
|
4K
$331K
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-13- 3.19% |
$1.07K - $1.08K
|
395
$32.7K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
170New |
$14K - $14.1K
|
170
$14.1K
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-354- 24.95% |
$29.1K - $29.4K
|
1.07K
$88.2K
|
|
|
Jul 23, 2025
Q2 2025
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
2.83KNew |
$233K - $235K
|
2.83K
$234K
|
|
|
Jul 23, 2025
Q2 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-3.45K- 66.6% |
$284K - $287K
|
1.73K
$143K
|
|
|
Jul 23, 2025
Q2 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
BUY
|
- |
23+ 0.36% |
$1.89K - $1.91K
|
6.33K
$524K
|
|
|
Jul 23, 2025
Q2 2025
|
Center For Asset Management LLC
|
BUY
|
- |
2.64KNew |
$217K - $219K
|
2.64K
$218K
|
|
|
Jul 23, 2025
Q2 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 23, 2025
Q2 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-22.3K- 51.53% |
$1.84M - $1.86M
|
21K
$1.74M
|
|
|
Jul 23, 2025
Q2 2025
|
Financial Life Advisors
|
BUY
|
- |
16+ 0.61% |
$1.32K - $1.33K
|
2.65K
$219K
|
|
|
Jul 23, 2025
Q2 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
177KNew |
$14.5M - $14.7M
|
177K
$14.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
1.43K+ 42.42% |
$117K - $119K
|
4.8K
$397K
|
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
BUY
|
- |
3.47KNew |
$285K - $288K
|
3.47K
$287K
|
|
|
Jul 22, 2025
Q2 2025
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
6.06KNew |
$498K - $503K
|
6.06K
$502K
|
|
|
Jul 22, 2025
Q2 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
520New |
$42.7K - $43.2K
|
520
$43.1K
|
|
|
Jul 22, 2025
Q2 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
500+ 2.15% |
$41.1K - $41.6K
|
23.8K
$1.97M
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
3.97K+ 65.83% |
$327K - $330K
|
10K
$829K
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-105- 3.9% |
$8.63K - $8.73K
|
2.58K
$214K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
600+ 24.14% |
$49.3K - $49.9K
|
3.09K
$256K
|
|
|
Jul 21, 2025
Q2 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
SELL
|
- |
-4.59K- 15.5% |
$377K - $381K
|
25K
$2.07M
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-35- 0.22% |
$2.88K - $2.91K
|
15.9K
$1.32M
|
|
|
Jul 21, 2025
Q2 2025
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-1.3K- 74.8% |
$107K - $108K
|
438
$36.3K
|
|
|
Jul 18, 2025
Q2 2025
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-27- 0.85% |
$2.22K - $2.24K
|
3.14K
$260K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
6+ 2.34% |
$493 - $499
|
262
$21.7K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-431- 14.95% |
$35.4K - $35.8K
|
2.45K
$203K
|
|
|
Jul 17, 2025
Q2 2025
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
3.24K+ 92.3% |
$266K - $269K
|
6.74K
$559K
|
|
|
Jul 16, 2025
Q2 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
4.14KNew |
$340K - $344K
|
4.14K
$343K
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
1.79K+ 58.16% |
$147K - $148K
|
4.85K
$402K
|
|
|
Jul 16, 2025
Q2 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
BUY
|
- |
3.86KNew |
$317K - $320K
|
3.86K
$319K
|
|
|
Jul 16, 2025
Q2 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
252+ 7.84% |
$20.7K - $20.9K
|
3.47K
$287K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
236+ 27.44% |
$19.4K - $19.6K
|
1.1K
$90.8K
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1.12KNew |
$91.7K - $92.8K
|
1.12K
$92.4K
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
517+ 14.34% |
$42.5K - $43K
|
4.12K
$342K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
7.03KNew |
$578K - $584K
|
7.03K
$582K
|
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-171- 44.65% |
$14.1K - $14.2K
|
212
$17.6K
|
|
|
Jul 15, 2025
Q2 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
7.7KNew |
$633K - $640K
|
7.7K
$638K
|
|
|
Jul 15, 2025
Q2 2025
|
Postrock Partners LLC
Overland Park, OR |
BUY
|
- |
266+ 5.4% |
$21.9K - $22.1K
|
5.19K
$430K
|
|
|
Jul 14, 2025
Q2 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-3.75K- 45.29% |
$308K - $312K
|
4.53K
$375K
|
|
|
Jul 14, 2025
Q2 2025
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
269KNew |
$22.1M - $22.4M
|
269K
$22.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-229- 7.01% |
$18.8K - $19K
|
3.04K
$252K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
3.01KNew |
$247K - $250K
|
3.01K
$249K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers Trust CO
|
BUY
|
- |
597+ 4.52% |
$49.1K - $49.6K
|
13.8K
$1.14M
|
|
|
Jul 14, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
74.7KNew |
$6.14M - $6.21M
|
74.7K
$6.19M
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
441+ 11.82% |
$36.3K - $36.7K
|
4.17K
$346K
|
|
|
Jul 11, 2025
Q2 2025
|
Arrow Investment Advisors, LLC
Laurel, MD |
BUY
|
- |
32.8K+ 216.37% |
$2.69M - $2.72M
|
47.9K
$3.97M
|
|
|
Jul 10, 2025
Q2 2025
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
15.2KNew |
$1.25M - $1.26M
|
15.2K
$1.26M
|
|