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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-756- 6.89% |
$83.2K - $83.5K
|
10.2K
$1.13M
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-774- 9.07% |
$85.2K - $85.5K
|
7.76K
$857K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-775- 10.18% |
$85.3K - $85.6K
|
6.84K
$756K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-813- 85.76% |
$89.5K - $89.8K
|
135
$14.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-815- 7.42% |
$89.7K - $90.1K
|
10.2K
$1.12M
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-819- 5.27% |
$90.2K - $90.5K
|
14.7K
$1.62M
|
|
|
Apr 25, 2025
Q1 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-840- 9.55% |
$92.5K - $92.8K
|
7.96K
$879K
|
|
|
Apr 22, 2025
Q1 2025
|
Mayport, LLC
|
SELL
|
- |
-841- 0.71% |
$92.6K - $92.9K
|
117K
$12.9M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-843- 3.8% |
$92.8K - $93.2K
|
21.3K
$2.36M
|
|
|
Apr 16, 2025
Q1 2025
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-859- 6.96% |
$94.6K - $94.9K
|
11.5K
$1.27M
|
|
|
May 09, 2025
Q1 2025
|
Allianz Se
Munich, 2M |
SELL
|
- |
-889- 31.7% |
$97.9K - $98.2K
|
1.92K
$211K
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-908- 7.6% |
$100K - $100K
|
11K
$1.22M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-915- 25.39% |
$101K - $101K
|
2.69K
$297K
|
|
|
May 09, 2025
Q1 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-926- 10.08% |
$102K - $102K
|
8.26K
$913K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-935- 3.42% |
$103K - $103K
|
26.4K
$2.92M
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
SELL
|
- |
-965- 12.13% |
$106K - $107K
|
6.99K
$772K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-1.01K- 7.33% |
$111K - $111K
|
12.7K
$1.41M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-1.03K- 19.72% |
$113K - $113K
|
4.17K
$461K
|
|
|
Apr 25, 2025
Q1 2025
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-1.06K- 5.62% |
$116K - $117K
|
17.7K
$1.96M
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-1.06K- 10.82% |
$117K - $117K
|
8.74K
$965K
|
|
|
May 07, 2025
Q1 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
SELL
|
- |
-1.07K- 29.95% |
$118K - $119K
|
2.51K
$277K
|
|
|
May 15, 2025
Q1 2025
|
Alexis Investment Partners, LLC
Montgomery, TX |
SELL
|
- |
-1.09K- 3.02% |
$120K - $120K
|
35K
$3.86M
|
|
|
May 06, 2025
Q1 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-1.11K- 5.01% |
$122K - $122K
|
21K
$2.32M
|
|
|
Apr 29, 2025
Q1 2025
|
One Day In July LLC
|
SELL
|
- |
-1.14K- 0.98% |
$125K - $125K
|
114K
$12.6M
|
|
|
May 06, 2025
Q1 2025
|
Innova Wealth Partners
|
SELL
|
- |
-1.14K- 15.92% |
$125K - $126K
|
6K
$663K
|
|
|
May 13, 2025
Q1 2025
|
Global View Capital Management LLC
Waukesha, WI |
SELL
|
- |
-1.14K- 12.25% |
$126K - $126K
|
8.19K
$904K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.17K- 6.25% |
$129K - $129K
|
17.6K
$1.94M
|
|
|
Apr 28, 2025
Q1 2025
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-1.2K- 34.06% |
$132K - $133K
|
2.32K
$257K
|
|
|
Apr 09, 2025
Q1 2025
|
Jtc Employer Solutions Trustee LTD
|
SELL
|
- |
-1.35K- 24.19% |
$149K - $149K
|
4.23K
$467K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-1.36K- 3.77% |
$150K - $151K
|
34.8K
$3.84M
|
|
|
May 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-1.43K- 68.36% |
$157K - $158K
|
660
$72.9K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.43K- 5.43% |
$158K - $158K
|
24.9K
$2.75M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.53K- 10.51% |
$168K - $169K
|
13K
$1.43M
|
|
|
May 12, 2025
Q1 2025
|
Astor Investment Management LLC
|
SELL
|
- |
-1.55K- 6.64% |
$171K - $171K
|
21.8K
$2.41M
|
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-1.6K- 18.6% |
$176K - $177K
|
7K
$773K
|
|
|
May 13, 2025
Q1 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-1.61K- 22.92% |
$177K - $177K
|
5.4K
$597K
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.63K- 15.26% |
$179K - $180K
|
9.05K
$1M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.77K- 14.71% |
$194K - $195K
|
10.2K
$1.13M
|
|
|
Apr 09, 2025
Q1 2025
|
Kwmg, LLC
|
SELL
|
- |
-1.83K- 1.74% |
$202K - $202K
|
103K
$11.4M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-1.85K- 14.79% |
$203K - $204K
|
10.7K
$1.18M
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
SELL
|
- |
-1.86K- 40.52% |
$205K - $206K
|
2.73K
$302K
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-1.87K- 24.56% |
$205K - $206K
|
5.73K
$633K
|
|
|
Apr 28, 2025
Q1 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
SELL
|
- |
-1.87K- 30.59% |
$206K - $206K
|
4.24K
$468K
|
|
|
Apr 17, 2025
Q1 2025
|
Seven Post Investment Office LP
San Francisco, CA |
SELL
|
- |
-1.88K- 1.13% |
$207K - $208K
|
164K
$18.1M
|
|
|
May 14, 2025
Q1 2025
|
Gould Capital, LLC
|
SELL
|
- |
-1.93K- 5.25% |
$212K - $213K
|
34.7K
$3.83M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.97K- 8.33% |
$216K - $217K
|
21.6K
$2.39M
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-1.99K- 22.64% |
$219K - $220K
|
6.81K
$752K
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-2.02K- 18.59% |
$222K - $223K
|
8.83K
$975K
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
SELL
|
- |
-2.06K- 46.88% |
$227K - $228K
|
2.34K
$258K
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-2.09K- 52.1% |
$230K - $230K
|
1.92K
$212K
|