Purchases and Sales Made in Q1 2025 in Ishares Tr (SHV)
This table provides information about the institutional ownership of Ishares Tr (SHV) during Q1 2025. The information is specifically focused on institutions that hold shares of ISHARES TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
BUY
|
- |
343K+ 93.23% |
$37.8M - $37.9M
|
711K
$78.5M
|
|
|
Apr 11, 2025
Q1 2025
|
Sulzberger Capital Advisors, Inc.
Miami, FL |
BUY
|
- |
139K+ 214.39% |
$15.3M - $15.3M
|
204K
$22.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
38.5K+ 33.0% |
$4.24M - $4.25M
|
155K
$17.1M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
25.2K+ 25.15% |
$2.77M - $2.78M
|
125K
$13.9M
|
|
|
Apr 04, 2025
Q1 2025
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
12.2K+ 53.87% |
$1.34M - $1.35M
|
34.8K
$3.84M
|
|
|
Apr 08, 2025
Q1 2025
|
Presidio Capital Management, LLC
|
BUY
|
- |
11.3K+ 8.17% |
$1.24M - $1.24M
|
149K
$16.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
10.7KNew |
$1.17M - $1.18M
|
10.7K
$1.18M
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
10.4KNew |
$1.14M - $1.15M
|
10.4K
$1.15M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
10.3K+ 52.42% |
$1.13M - $1.14M
|
29.9K
$3.31M
|
|
|
Apr 09, 2025
Q1 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
8.2KNew |
$903K - $907K
|
8.2K
$906K
|
|
|
Apr 09, 2025
Q1 2025
|
Selway Asset Management
Boise, ID |
BUY
|
- |
7.85K+ 4.54% |
$864K - $867K
|
181K
$20M
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
7.02K+ 83.07% |
$773K - $776K
|
15.5K
$1.71M
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
5.96K+ 22.64% |
$657K - $659K
|
32.3K
$3.57M
|
|
|
Apr 10, 2025
Q1 2025
|
Gen Wealth Group, Inc.
|
BUY
|
- |
5.49K+ 52.72% |
$604K - $606K
|
15.9K
$1.76M
|
|
|
Apr 14, 2025
Q1 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
4.53K+ 136.39% |
$499K - $500K
|
7.85K
$867K
|
|
|
Apr 08, 2025
Q1 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
4.46K+ 14.84% |
$491K - $493K
|
34.5K
$3.81M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
3.09K+ 36.66% |
$341K - $342K
|
11.5K
$1.27M
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
2K+ 11.61% |
$220K - $221K
|
19.2K
$2.12M
|
|
|
Apr 14, 2025
Q1 2025
|
Greenspring Advisors, LLC
|
BUY
|
- |
1.51K+ 9.52% |
$166K - $167K
|
17.4K
$1.92M
|
|
|
Apr 14, 2025
Q1 2025
|
Central Bank & Trust CO
|
BUY
|
- |
1.24K+ 17.65% |
$137K - $137K
|
8.28K
$915K
|
|
|
Apr 04, 2025
Q1 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
1.02K+ 7.52% |
$112K - $112K
|
14.5K
$1.61M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
552+ 0.96% |
$60.8K - $61K
|
58.1K
$6.41M
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
484+ 5.5% |
$53.3K - $53.5K
|
9.28K
$1.02M
|
|
|
Apr 07, 2025
Q1 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
464+ 23.54% |
$51.1K - $51.3K
|
2.44K
$269K
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
BUY
|
- |
419+ 8.07% |
$46.1K - $46.3K
|
5.61K
$620K
|
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
395+ 10.31% |
$43.5K - $43.7K
|
4.23K
$467K
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
225+ 0.82% |
$24.8K - $24.9K
|
27.6K
$3.04M
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
137+ 6.14% |
$15.1K - $15.1K
|
2.37K
$262K
|
|
|
Apr 11, 2025
Q1 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
121+ 3.62% |
$13.3K - $13.4K
|
3.47K
$383K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
45+ 0.67% |
$4.95K - $4.97K
|
6.79K
$750K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
23+ 0.66% |
$2.53K - $2.54K
|
3.52K
$389K
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
10+ 0.23% |
$1.1K - $1.11K
|
4.32K
$477K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
6+ 0.38% |
$661 - $663
|
1.59K
$175K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
4+ 1.5% |
$440 - $442
|
270
$29.8K
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
SELL
|
- |
-35- 0.58% |
$3.85K - $3.87K
|
6K
$663K
|
|
|
Apr 14, 2025
Q1 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-44- 0.25% |
$4.84K - $4.86K
|
17.5K
$1.93M
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-94- 3.67% |
$10.4K - $10.4K
|
2.47K
$273K
|
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-135- 0.7% |
$14.9K - $14.9K
|
19.1K
$2.11M
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-204- 9.71% |
$22.5K - $22.5K
|
1.9K
$210K
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-213- 2.89% |
$23.5K - $23.5K
|
7.16K
$790K
|
|
|
Apr 11, 2025
Q1 2025
|
Lake Hills Wealth Management, LLC
|
SELL
|
- |
-216- 3.55% |
$23.8K - $23.9K
|
5.87K
$649K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-477- 20.07% |
$52.5K - $52.7K
|
1.9K
$210K
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-478- 1.59% |
$52.6K - $52.8K
|
29.5K
$3.26M
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-774- 9.07% |
$85.2K - $85.5K
|
7.76K
$857K
|
|
|
Apr 09, 2025
Q1 2025
|
Jtc Employer Solutions Trustee LTD
|
SELL
|
- |
-1.35K- 24.19% |
$149K - $149K
|
4.23K
$468K
|
|
|
Apr 09, 2025
Q1 2025
|
Kwmg, LLC
|
SELL
|
- |
-1.83K- 1.74% |
$202K - $202K
|
103K
$11.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-1.87K- 24.56% |
$205K - $206K
|
5.73K
$633K
|
|
|
Apr 10, 2025
Q1 2025
|
Arrien Investments, Inc.
Boise, ID |
SELL
|
- |
-2.47K- 6.78% |
$272K - $273K
|
33.9K
$3.74M
|
|
|
Apr 11, 2025
Q1 2025
|
Arkfeld Wealth Strategies, L.L.C.
|
SELL
|
- |
-2.53K- 3.39% |
$278K - $279K
|
71.9K
$7.94M
|
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-2.71K- 32.09% |
$299K - $300K
|
5.74K
$634K
|