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 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
306K+ 25.24% |
$33.7M - $33.8M
|
1.52M
$167M
|
|
|
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 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
34.2KNew |
$3.76M - $3.78M
|
34.2K
$3.77M
|
|
|
Apr 17, 2025
Q1 2025
|
Cypress Advisory Group LLC
Scottsdale, AZ |
BUY
|
- |
31.7K+ 16.28% |
$3.49M - $3.5M
|
226K
$25M
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
26.1K+ 22.23% |
$2.88M - $2.89M
|
144K
$15.9M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
25.2K+ 25.15% |
$2.77M - $2.78M
|
125K
$13.8M
|
|
|
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 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
10.8K+ 10.27% |
$1.19M - $1.19M
|
116K
$12.8M
|
|
|
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
$1.14M
|
|
|
Apr 18, 2025
Q1 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
10.3K+ 45.52% |
$1.14M - $1.14M
|
33K
$3.64M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
10.3K+ 52.42% |
$1.13M - $1.14M
|
29.9K
$3.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
8.35K+ 33.08% |
$920K - $923K
|
33.6K
$3.71M
|
|
|
Apr 09, 2025
Q1 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
8.2KNew |
$903K - $907K
|
8.2K
$905K
|
|
|
Apr 09, 2025
Q1 2025
|
Selway Asset Management
Boise, ID |
BUY
|
- |
7.85K+ 4.54% |
$864K - $867K
|
181K
$19.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
7.02K+ 83.07% |
$773K - $776K
|
15.5K
$1.71M
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
BUY
|
- |
6.4K+ 24.11% |
$704K - $707K
|
32.9K
$3.63M
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
5.96K+ 22.64% |
$657K - $659K
|
32.3K
$3.56M
|
|
|
Apr 10, 2025
Q1 2025
|
Gen Wealth Group, Inc.
|
BUY
|
- |
5.49K+ 52.72% |
$604K - $606K
|
15.9K
$1.75M
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
4.7K+ 157.68% |
$517K - $519K
|
7.68K
$847K
|
|
|
Apr 14, 2025
Q1 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
4.53K+ 136.39% |
$499K - $500K
|
7.85K
$866K
|
|
|
Apr 08, 2025
Q1 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
4.46K+ 14.84% |
$491K - $493K
|
34.5K
$3.81M
|
|
|
Apr 17, 2025
Q1 2025
|
Berkshire Bank
|
BUY
|
- |
3.18K+ 21.48% |
$350K - $351K
|
18K
$1.98M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
3.09K+ 36.66% |
$341K - $342K
|
11.5K
$1.27M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
2.5KNew |
$275K - $276K
|
2.5K
$276K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
2.27K+ 8.81% |
$250K - $251K
|
28K
$3.09M
|
|
|
Apr 16, 2025
Q1 2025
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
2.18KNew |
$239K - $240K
|
2.18K
$240K
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
2K+ 11.61% |
$220K - $221K
|
19.2K
$2.12M
|
|
|
Apr 15, 2025
Q1 2025
|
Dividend Assets Capital, LLC
|
BUY
|
- |
1.96KNew |
$215K - $216K
|
1.96K
$216K
|
|
|
Apr 14, 2025
Q1 2025
|
Greenspring Advisors, LLC
|
BUY
|
- |
1.51K+ 9.52% |
$166K - $167K
|
17.4K
$1.91M
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
1.28K+ 29.28% |
$141K - $142K
|
5.66K
$625K
|
|
|
Apr 14, 2025
Q1 2025
|
Central Bank & Trust CO
|
BUY
|
- |
1.24K+ 17.65% |
$137K - $137K
|
8.28K
$914K
|
|
|
Apr 04, 2025
Q1 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
1.02K+ 7.52% |
$112K - $112K
|
14.5K
$1.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
775New |
$85.3K - $85.6K
|
775
$85.5K
|
|
|
Apr 17, 2025
Q1 2025
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
773+ 21.84% |
$85.1K - $85.4K
|
4.31K
$476K
|
|
|
Apr 17, 2025
Q1 2025
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
560+ 15.96% |
$61.7K - $61.9K
|
4.07K
$449K
|
|
|
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 17, 2025
Q1 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
432+ 10.13% |
$47.6K - $47.7K
|
4.7K
$518K
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
BUY
|
- |
419+ 8.07% |
$46.1K - $46.3K
|
5.61K
$619K
|
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
395+ 10.31% |
$43.5K - $43.7K
|
4.23K
$467K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
367+ 71.12% |
$40.4K - $40.6K
|
883
$97.4K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
350+ 0.72% |
$38.5K - $38.7K
|
49.1K
$5.42M
|
|
|
Apr 16, 2025
Q1 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
289+ 9.12% |
$31.8K - $31.9K
|
3.46K
$382K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
243+ 6.45% |
$26.8K - $26.9K
|
4.01K
$442K
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
225+ 0.82% |
$24.8K - $24.9K
|
27.6K
$3.04M
|