Institutional shares held 96 Million
2K calls
0 puts
Total value of holdings $10.6B
$220K calls
$0 puts
# of Institutions 783


Latest Institutional Activity in SHV

Top Purchases

Q1 2025
Trust CO Shares Held: 711K ($78.5M)
Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 1.52M ($167M)
Q1 2025
Sulzberger Capital Advisors, Inc. Shares Held: 204K ($22.5M)
Q1 2025
Farther Finance Advisors, LLC Shares Held: 155K ($17.1M)
Q1 2025
Exchange Traded Concepts, LLC Shares Held: 34.2K ($3.77M)

Top Sells

Q1 2025
Old National Bancorp Shares Held: 182K ($20M)
Q1 2025
Rfg Advisory, LLC Shares Held: 15.3K ($1.68M)
Q1 2025
Dynamic Advisor Solutions LLC Shares Held: 12.7K ($1.41M)
Q1 2025
Spartan Planning & Wealth Management Shares Held: 7.37K ($813K)
Q1 2025
Flagship Private Wealth, LLC Shares Held: 15.4K ($1.7M)

About SHV

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