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 |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2026
Q4 2025
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
46+ 1.25% |
$3.8K - $3.82K
|
3.73K
$309K
|
|
|
Jan 23, 2026
Q4 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
44+ 0.72% |
$3.64K - $3.66K
|
6.18K
$512K
|
|
|
Jan 21, 2026
Q4 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
36+ 1.06% |
$2.98K - $2.99K
|
3.43K
$284K
|
|
|
Jan 13, 2026
Q4 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
23+ 0.62% |
$1.9K - $1.91K
|
3.71K
$307K
|
|
|
Jan 20, 2026
Q4 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
22+ 1.22% |
$1.82K - $1.83K
|
1.83K
$151K
|
|
|
Jan 26, 2026
Q4 2025
|
West Wealth Group, LLC
|
BUY
|
- |
19+ 0.53% |
$1.57K - $1.58K
|
3.6K
$299K
|
|
|
Jan 22, 2026
Q4 2025
|
Simpli Fi, Inc.
|
BUY
|
- |
16+ 0.6% |
$1.32K - $1.33K
|
2.67K
$221K
|
|
|
Jan 08, 2026
Q4 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
16+ 0.34% |
$1.32K - $1.33K
|
4.7K
$389K
|
|
|
Jan 22, 2026
Q4 2025
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
15+ 0.54% |
$1.24K - $1.25K
|
2.81K
$233K
|
|
|
Jan 12, 2026
Q4 2025
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
14+ 0.45% |
$1.16K - $1.16K
|
3.12K
$258K
|
|
|
Jan 21, 2026
Q4 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
8+ 0.14% |
$662 - $665
|
5.7K
$472K
|
|
|
Jan 20, 2026
Q4 2025
|
Pflug Koory, LLC
|
BUY
|
- |
4+ 1.2% |
$331 - $332
|
336
$27.8K
|
|
|
Jan 16, 2026
Q4 2025
|
West Branch Capital LLC
|
BUY
|
- |
4+ 1.21% |
$331 - $332
|
335
$27.7K
|
|
|
Jan 20, 2026
Q4 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
2+ 0.05% |
$165 - $166
|
4.43K
$367K
|
|
| Q3 2025 | |||||||
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
6.28M+ 58.47% |
$517M - $521M
|
17M
$1.41B
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.91M+ 9.47% |
$240M - $242M
|
33.7M
$2.79B
|
|
|
Oct 29, 2025
Q3 2025
|
Mizuho Markets Americas LLC
|
BUY
|
- |
2.41M+ 93.35% |
$199M - $200M
|
5M
$414M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.63M+ 1113.5% |
$134M - $135M
|
1.78M
$147M
|
|
|
Nov 12, 2025
Q3 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
959K+ 1164.2% |
$79M - $79.6M
|
1.04M
$86.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
763K+ 102.61% |
$62.8M - $63.3M
|
1.51M
$125M
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
560K+ 23228.33% |
$46.1M - $46.5M
|
562K
$46.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
552K+ 1773.11% |
$45.5M - $45.8M
|
583K
$48.3M
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
392K+ 111.81% |
$32.3M - $32.5M
|
742K
$61.5M
|
|
|
Dec 18, 2025
Q3 2025
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
365K+ 25.83% |
$30M - $30.3M
|
1.78M
$147M
|
|
|
Nov 14, 2025
Q3 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
348K+ 6610.2% |
$28.7M - $28.9M
|
353K
$29.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
258K+ 5.83% |
$21.2M - $21.4M
|
4.68M
$388M
|
|
|
Nov 14, 2025
Q3 2025
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
190K+ 5.64% |
$15.7M - $15.8M
|
3.56M
$295M
|
|
|
Nov 14, 2025
Q3 2025
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
158KNew |
$13M - $13.1M
|
158K
$13.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
PUT |
150KNew |
$12.4M - $12.5M
|
150K
$12.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
143K+ 2.85% |
$11.8M - $11.9M
|
5.17M
$428M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
133K+ 1.15% |
$11M - $11.1M
|
11.7M
$972M
|
|
|
Nov 12, 2025
Q3 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
131K+ 35.39% |
$10.8M - $10.9M
|
501K
$41.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
106K+ 4.22% |
$8.74M - $8.8M
|
2.62M
$217M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
103K+ 2.46% |
$8.51M - $8.57M
|
4.3M
$356M
|
|
|
Nov 04, 2025
Q3 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
82.6K+ 207.31% |
$6.8M - $6.85M
|
122K
$10.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
74K+ 5.97% |
$6.09M - $6.14M
|
1.31M
$109M
|
|
|
Oct 31, 2025
Q3 2025
|
Cabot Wealth Management Inc
|
BUY
|
- |
73K+ 69.19% |
$6.01M - $6.06M
|
178K
$14.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Banco Santander, S.A.
|
BUY
|
- |
69KNew |
$5.69M - $5.73M
|
69K
$5.72M
|
|
|
Oct 31, 2025
Q3 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
67.1KNew |
$5.53M - $5.57M
|
67.1K
$5.56M
|
|
|
Nov 06, 2025
Q3 2025
|
Cadence Wealth Management LLC
Westborough, MA |
BUY
|
- |
66.6KNew |
$5.49M - $5.53M
|
66.6K
$5.52M
|
|
|
Nov 12, 2025
Q3 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
64KNew |
$5.27M - $5.31M
|
64K
$5.3M
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
62.9K+ 12.58% |
$5.18M - $5.22M
|
563K
$46.6M
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
61.4K+ 649.96% |
$5.05M - $5.09M
|
70.8K
$5.86M
|
|
|
Nov 05, 2025
Q3 2025
|
Gunma Bank,Ltd.
|
BUY
|
- |
60K+ 29.27% |
$4.94M - $4.98M
|
265K
$21.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
58.5K+ 10.44% |
$4.82M - $4.85M
|
618K
$51.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
54.6K+ 1199.63% |
$4.5M - $4.53M
|
59.1K
$4.9M
|
|
|
Nov 06, 2025
Q3 2025
|
Santa Clara Valley Transportation Authority
San Jose, CA |
BUY
|
- |
54.3K+ 19.73% |
$4.47M - $4.51M
|
330K
$27.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
52.9K+ 17.08% |
$4.35M - $4.39M
|
362K
$30M
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
50.8KNew |
$4.19M - $4.22M
|
50.8K
$4.21M
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
48K+ 3.51% |
$3.95M - $3.98M
|
1.42M
$117M
|
|