Institutional shares held 102 Million
0 calls
0 puts
Total value of holdings $11.3B
$0 calls
$0 puts
# of Institutions 795


Latest Institutional Activity in SHV

Top Purchases

Q3 2025
Trust CO Shares Held: 764K ($84.3M)
Q3 2025
Whalen Wealth Management Inc. Shares Held: 124K ($13.7M)
Q3 2025
Kwmg, LLC Shares Held: 124K ($13.7M)
Q3 2025
Pacifica Partners Inc. Shares Held: 54.2K ($5.98M)
Q3 2025
Advisor Net Financial, Inc Shares Held: 147K ($16.2M)

Top Sells

Q3 2025
Old National Bancorp Shares Held: 45.9K ($5.06M)
Q3 2025
Stableford Capital Ii LLC Shares Held: 78.4K ($8.65M)
Q3 2025
Ars Wealth Advisors Group, LLC Shares Held: 7.82K ($862K)
Q3 2025
Fairvoy Private Wealth, LLC Shares Held: 136K ($15M)
Q3 2025
Private Client Services, LLC Shares Held: 3.72K ($410K)

About SHV

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