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 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2.11K- 27.9% |
$232K - $233K
|
5.44K
$601K
|
|
|
May 02, 2025
Q1 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-2.12K- 0.88% |
$233K - $234K
|
239K
$26.4M
|
|
|
May 14, 2025
Q1 2025
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-2.16K- 3.43% |
$238K - $238K
|
60.8K
$6.71M
|
|
|
Apr 15, 2025
Q1 2025
|
Oak Family Advisors, LLC
|
SELL
|
- |
-2.17K- 8.1% |
$239K - $240K
|
24.6K
$2.72M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.25K- 3.48% |
$248K - $248K
|
62.4K
$6.89M
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-2.26K- 9.97% |
$248K - $249K
|
20.4K
$2.25M
|
|
|
May 13, 2025
Q1 2025
|
Finley Financial, LLC
Las Vegas, NV |
SELL
|
- |
-2.34K- 24.09% |
$258K - $259K
|
7.39K
$816K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-2.39K- 3.92% |
$263K - $264K
|
58.6K
$6.47M
|
|
|
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
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-2.65K- 2.88% |
$292K - $293K
|
89.3K
$9.86M
|
|
|
Apr 22, 2025
Q1 2025
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-2.71K- 13.11% |
$299K - $300K
|
18K
$1.98M
|
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-2.71K- 32.09% |
$299K - $300K
|
5.74K
$634K
|
|
|
Apr 30, 2025
Q1 2025
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2.87K- 19.48% |
$316K - $317K
|
11.9K
$1.31M
|
|
|
May 14, 2025
Q1 2025
|
United Bank
Vienna, VA |
SELL
|
- |
-2.88K- 5.22% |
$317K - $318K
|
52.3K
$5.78M
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-3.16K- 29.31% |
$347K - $349K
|
7.61K
$840K
|
|
|
May 29, 2025
Q1 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.35K- 28.01% |
$369K - $370K
|
8.61K
$951K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-3.38K- 12.64% |
$372K - $373K
|
23.4K
$2.58M
|
|
|
May 12, 2025
Q1 2025
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-3.39K- 25.63% |
$373K - $375K
|
9.84K
$1.09M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-3.4K- 46.67% |
$374K - $376K
|
3.88K
$429K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-3.44K- 9.19% |
$379K - $381K
|
34K
$3.76M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-3.47K- 8.31% |
$382K - $384K
|
38.3K
$4.23M
|
|
|
Apr 21, 2025
Q1 2025
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-3.5K- 14.19% |
$385K - $386K
|
21.1K
$2.33M
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-3.58K- 15.37% |
$395K - $396K
|
19.7K
$2.18M
|
|
|
Apr 11, 2025
Q1 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-3.64K- 19.63% |
$401K - $403K
|
14.9K
$1.65M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-3.81K- 1.14% |
$419K - $421K
|
331K
$36.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.92K- 23.65% |
$431K - $433K
|
12.6K
$1.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-3.94K- 3.48% |
$434K - $436K
|
109K
$12.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.99K- 15.11% |
$439K - $440K
|
22.4K
$2.47M
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-4.14K- 31.62% |
$456K - $458K
|
8.96K
$989K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-4.15K- 20.27% |
$457K - $458K
|
16.3K
$1.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-4.16K- 10.11% |
$458K - $460K
|
37K
$4.08M
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-4.27K- 56.41% |
$470K - $472K
|
3.3K
$364K
|
|
|
May 07, 2025
Q1 2025
|
Financial Management Network Inc
|
SELL
|
- |
-4.35K- 7.4% |
$479K - $481K
|
54.4K
$6.01M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-4.42K- 5.32% |
$487K - $488K
|
78.7K
$8.69M
|
|
|
May 07, 2025
Q1 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
SELL
|
- |
-4.47K- 10.06% |
$492K - $494K
|
40K
$4.42M
|
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-4.53K- 2.8% |
$499K - $501K
|
158K
$17.4M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-4.71K- 18.15% |
$519K - $520K
|
21.2K
$2.35M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-4.76K- 1.15% |
$524K - $526K
|
411K
$45.4M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-4.88K- 63.33% |
$537K - $539K
|
2.83K
$312K
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-4.96K- 69.74% |
$546K - $548K
|
2.15K
$238K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-4.97K- 9.8% |
$547K - $549K
|
45.8K
$5.05M
|
|
|
Apr 15, 2025
Q1 2025
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-5K- 52.91% |
$551K - $553K
|
4.45K
$491K
|
|
|
May 13, 2025
Q1 2025
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-5.05K- 6.71% |
$556K - $558K
|
70.2K
$7.75M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-5.06K- 23.95% |
$557K - $559K
|
16.1K
$1.77M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-5.35KClosed |
$589K - $591K
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-5.59K- 33.64% |
$615K - $618K
|
11K
$1.22M
|
|
|
Apr 30, 2025
Q1 2025
|
Sierra Capital LLC
|
SELL
|
- |
-5.76K- 5.29% |
$634K - $636K
|
103K
$11.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-6.16K- 55.65% |
$678K - $681K
|
4.91K
$542K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-6.2K- 22.23% |
$683K - $685K
|
21.7K
$2.4M
|