Latest Institutional Purchases of Ishares Barclays 1 3 Year Trea (SHY)
This list provides information on the latest institutional transactions involving Ishares Barclays 1 3 Year Trea (SHY) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2025
Q1 2025
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
187K+ 427.38% |
$15.3M - $15.5M
|
231K
$19.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
133K+ 121.1% |
$10.9M - $11M
|
243K
$20.1M
|
|
|
Apr 08, 2025
Q1 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
109KNew |
$8.92M - $9.01M
|
109K
$9.02M
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
BUY
|
- |
99.8K+ 843.36% |
$8.17M - $8.26M
|
112K
$9.24M
|
|
|
Apr 09, 2025
Q1 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
71.1KNew |
$5.82M - $5.88M
|
71.1K
$5.89M
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
62.4K+ 27.67% |
$5.1M - $5.16M
|
288K
$23.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
58.3KNew |
$4.77M - $4.82M
|
58.3K
$4.82M
|
|
|
Apr 11, 2025
Q1 2025
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
56.6K+ 35.3% |
$4.63M - $4.68M
|
217K
$17.9M
|
|
|
Apr 11, 2025
Q1 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
50.5KNew |
$4.13M - $4.18M
|
50.5K
$4.18M
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
43.3KNew |
$3.55M - $3.59M
|
43.3K
$3.59M
|
|
|
Apr 14, 2025
Q1 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
38.4K+ 110.09% |
$3.14M - $3.18M
|
73.3K
$6.06M
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
26.3K+ 17.7% |
$2.15M - $2.17M
|
175K
$14.5M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
24.5K+ 14.89% |
$2.01M - $2.03M
|
189K
$15.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
23.4K+ 27.09% |
$1.91M - $1.93M
|
110K
$9.07M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
21.2K+ 22.5% |
$1.73M - $1.75M
|
115K
$9.54M
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
20.3K+ 481.82% |
$1.66M - $1.68M
|
24.5K
$2.03M
|
|
|
Apr 15, 2025
Q1 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
19.3K+ 3.56% |
$1.58M - $1.6M
|
561K
$46.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
18.1K+ 13.75% |
$1.48M - $1.49M
|
149K
$12.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
15.7K+ 58.47% |
$1.29M - $1.3M
|
42.6K
$3.52M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
13.2K+ 150.99% |
$1.08M - $1.09M
|
22K
$1.82M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
11.8K+ 232.16% |
$962K - $972K
|
16.8K
$1.39M
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
11.5K+ 32.27% |
$943K - $953K
|
47.2K
$3.91M
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
11.2K+ 23.76% |
$921K - $931K
|
58.6K
$4.85M
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
BUY
|
- |
10.5K+ 10.47% |
$861K - $871K
|
111K
$9.19M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
10.1KNew |
$829K - $838K
|
10.1K
$838K
|
|
|
Apr 10, 2025
Q1 2025
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
9.83K+ 27.52% |
$804K - $813K
|
45.5K
$3.77M
|
|
|
Apr 14, 2025
Q1 2025
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
9.22K+ 39.72% |
$754K - $762K
|
32.4K
$2.68M
|
|
|
Apr 08, 2025
Q1 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
8.85KNew |
$724K - $732K
|
8.85K
$733K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
8.26K+ 1.58% |
$676K - $683K
|
531K
$43.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
8.15K+ 101912.5% |
$667K - $674K
|
8.16K
$675K
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
7.95K+ 7.74% |
$650K - $657K
|
111K
$9.15M
|
|
|
Apr 16, 2025
Q1 2025
|
Aries Wealth Management
|
BUY
|
- |
7.6K+ 29.11% |
$621K - $628K
|
33.7K
$2.79M
|
|
|
Apr 18, 2025
Q1 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
7.38KNew |
$604K - $611K
|
7.38K
$611K
|
|
|
Apr 21, 2025
Q1 2025
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
BUY
|
- |
7.38KNew |
$604K - $611K
|
7.38K
$611K
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
6.16K+ 181.09% |
$504K - $509K
|
9.56K
$791K
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
6.07KNew |
$497K - $502K
|
6.07K
$502K
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
BUY
|
- |
6.04KNew |
$494K - $499K
|
6.04K
$499K
|
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
5.63KNew |
$460K - $466K
|
5.63K
$466K
|
|
|
Apr 07, 2025
Q1 2025
|
Welch Group, LLC
|
BUY
|
- |
5.27K+ 26.42% |
$431K - $436K
|
25.2K
$2.08M
|
|
|
Apr 15, 2025
Q1 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
4.98K+ 69.33% |
$407K - $412K
|
12.2K
$1.01M
|
|
|
Apr 14, 2025
Q1 2025
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
4.86KNew |
$397K - $402K
|
4.86K
$402K
|
|
|
Apr 16, 2025
Q1 2025
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
4.64K+ 13.78% |
$379K - $384K
|
38.3K
$3.17M
|
|
|
Apr 10, 2025
Q1 2025
|
Edge Wealth Management LLC
|
BUY
|
- |
4.51K+ 1.3% |
$369K - $373K
|
351K
$29.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Latko Wealth Management, Ltd.
Frankfort, IL |
BUY
|
- |
4.46K+ 52.61% |
$365K - $369K
|
12.9K
$1.07M
|
|
|
Apr 17, 2025
Q1 2025
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
4.42K+ 5.52% |
$362K - $366K
|
84.5K
$6.99M
|
|
|
Apr 10, 2025
Q1 2025
|
Boltwood Capital Management
|
BUY
|
- |
3.21K+ 4.43% |
$263K - $265K
|
75.7K
$6.26M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
3.18K+ 14.22% |
$261K - $263K
|
25.6K
$2.12M
|
|
|
Apr 16, 2025
Q1 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
3.14K+ 5.18% |
$257K - $260K
|
63.8K
$5.28M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
3K+ 0.98% |
$246K - $248K
|
308K
$25.5M
|
|
|
Apr 16, 2025
Q1 2025
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
2.7KNew |
$221K - $223K
|
2.7K
$223K
|