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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-18.5K- 66.6% |
$1.51M - $1.53M
|
9.26K
$767K
|
|
|
Apr 24, 2025
Q1 2025
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
125+ 6.6% |
$10.2K - $10.3K
|
2.02K
$167K
|
|
|
Apr 24, 2025
Q1 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
7KNew |
$573K - $579K
|
7K
$580K
|
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
BUY
|
- |
428New |
$35K - $35.4K
|
428
$35.5K
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Wealth Management LLC
|
SELL
|
- |
-1.82K- 22.38% |
$149K - $150K
|
6.3K
$522K
|
|
|
Apr 23, 2025
Q1 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
306+ 6.7% |
$25K - $25.3K
|
4.87K
$403K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
276New |
$22.6K - $22.8K
|
276
$22.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 22, 2025
Q1 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
66New |
$5.4K - $5.46K
|
66
$5.47K
|
|
|
Apr 22, 2025
Q1 2025
|
Jmac Enterprises LLC
|
SELL
|
- |
-23.8K- 76.19% |
$1.95M - $1.97M
|
7.45K
$617K
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.35K+ 49.52% |
$110K - $112K
|
4.07K
$337K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-82.5K- 99.72% |
$6.75M - $6.83M
|
229
$19K
|
|
|
Apr 21, 2025
Q1 2025
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
2.51KNew |
$205K - $207K
|
2.51K
$207K
|
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
BUY
|
- |
2.58K+ 3.58% |
$211K - $213K
|
74.6K
$6.18M
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
BUY
|
- |
2.61K+ 50.57% |
$213K - $216K
|
7.77K
$643K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
38.7K+ 721.33% |
$3.17M - $3.2M
|
44.1K
$3.65M
|
|
|
Apr 18, 2025
Q1 2025
|
Cushing Capital Partners, LLC
Delafield, WI |
SELL
|
- |
-1.22K- 25.62% |
$99.9K - $101K
|
3.54K
$294K
|
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
5.63KNew |
$460K - $466K
|
5.63K
$466K
|
|
|
Apr 18, 2025
Q1 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
28+ 0.63% |
$2.29K - $2.32K
|
4.44K
$368K
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
226New |
$18.5K - $18.7K
|
226
$18.7K
|
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
BUY
|
- |
82+ 1.91% |
$6.71K - $6.78K
|
4.37K
$362K
|
|
|
Apr 17, 2025
Q1 2025
|
Cypress Advisory Group LLC
Scottsdale, AZ |
SELL
|
- |
-1.68K- 6.69% |
$137K - $139K
|
23.4K
$1.94M
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-125- 1.97% |
$10.2K - $10.3K
|
6.22K
$515K
|
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
22+ 0.65% |
$1.8K - $1.82K
|
3.42K
$283K
|
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-7.4K- 75.31% |
$606K - $612K
|
2.43K
$201K
|
|
|
Apr 16, 2025
Q1 2025
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-4K- 28.03% |
$328K - $331K
|
10.3K
$852K
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-445- 1.03% |
$36.4K - $36.8K
|
42.8K
$3.55M
|
|
|
Apr 15, 2025
Q1 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-990- 27.05% |
$81K - $81.9K
|
2.67K
$221K
|
|
|
Apr 15, 2025
Q1 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-2.18K- 34.05% |
$178K - $180K
|
4.22K
$350K
|
|
|
Apr 14, 2025
Q1 2025
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
4.86KNew |
$397K - $402K
|
4.86K
$402K
|
|
|
Apr 14, 2025
Q1 2025
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-5.3K- 62.95% |
$434K - $439K
|
3.12K
$259K
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
SELL
|
- |
-50- 62.5% |
$4.09K - $4.14K
|
30
$2.48K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
298New |
$24.4K - $24.7K
|
298
$24.7K
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
470New |
$38.5K - $38.9K
|
470
$38.9K
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
58.3KNew |
$4.77M - $4.82M
|
58.3K
$4.83M
|
|
|
Apr 11, 2025
Q1 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
314New |
$25.7K - $26K
|
314
$26K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-164- 17.94% |
$13.4K - $13.6K
|
750
$62.1K
|
|
|
Apr 10, 2025
Q1 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
1.75K+ 20.39% |
$143K - $145K
|
10.3K
$855K
|
|
|
Apr 09, 2025
Q1 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
71.1KNew |
$5.82M - $5.88M
|
71.1K
$5.89M
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-125- 4.19% |
$10.2K - $10.3K
|
2.86K
$237K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-1.34K- 25.65% |
$110K - $111K
|
3.89K
$322K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
15New |
$1.23K - $1.24K
|
15
$1.24K
|
|
| Q4 2024 | |||||||
|
Jan 05, 2026
Q4 2024
|
Catherine Avery Investment Management LLC
Longboat Key, FL |
BUY
|
- |
8New |
$653 - $663
|
8
$663
|
|
|
Dec 11, 2025
Q4 2024
|
Evelyn Partners Asset Management LTD
London, |
SELL
|
- |
-3.88K- 28.07% |
$317K - $321K
|
9.93K
$823K
|
|
|
Aug 29, 2025
Q4 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
82+ 9.73% |
$6.7K - $6.8K
|
925
$76.6K
|
|
|
Aug 08, 2025
Q4 2024
|
Holos Integrated Wealth LLC
Kennett Square, PA |
BUY
|
- |
355New |
$29K - $29.4K
|
355
$29.4K
|
|
|
Aug 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-400- 35.24% |
$32.7K - $33.2K
|
735
$60.9K
|
|
|
May 14, 2025
Q4 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
2.56KNew |
$209K - $212K
|
2.56K
$212K
|
|
|
Apr 09, 2025
Q4 2024
|
Compass Investment Advisers LLC
Portland, OR |
BUY
|
- |
7.76KNew |
$634K - $644K
|
7.76K
$643K
|
|
|
Mar 14, 2025
Q4 2024
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
2.56KNew |
$209K - $212K
|
2.56K
$212K
|
|