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
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-6.49K- 2.9% |
$715K - $718K
|
217K
$24M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-6.51K- 4.24% |
$717K - $720K
|
147K
$16.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-6.53K- 23.79% |
$719K - $721K
|
20.9K
$2.31M
|
|
|
May 09, 2025
Q1 2025
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-6.87K- 67.02% |
$757K - $759K
|
3.38K
$373K
|
|
|
May 12, 2025
Q1 2025
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-7.46K- 40.7% |
$821K - $824K
|
10.9K
$1.2M
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-7.99K- 19.33% |
$880K - $883K
|
33.4K
$3.68M
|
|
|
May 14, 2025
Q1 2025
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-8.25K- 56.9% |
$908K - $912K
|
6.25K
$690K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-8.48K- 63.52% |
$934K - $937K
|
4.87K
$538K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-8.99K- 1.32% |
$990K - $993K
|
674K
$74.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-9.34K- 7.77% |
$1.03M - $1.03M
|
111K
$12.2M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-9.66K- 7.9% |
$1.06M - $1.07M
|
113K
$12.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-9.86K- 30.52% |
$1.09M - $1.09M
|
22.4K
$2.48M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-9.97K- 70.45% |
$1.1M - $1.1M
|
4.18K
$462K
|
|
|
May 14, 2025
Q1 2025
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-9.99K- 19.17% |
$1.1M - $1.1M
|
42.1K
$4.65M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-10.1K- 32.44% |
$1.11M - $1.12M
|
21.1K
$2.33M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-10.3K- 19.31% |
$1.14M - $1.14M
|
43.1K
$4.76M
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-10.8K- 19.56% |
$1.19M - $1.19M
|
44.4K
$4.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
SELL
|
- |
-11K- 16.98% |
$1.21M - $1.21M
|
53.6K
$5.92M
|
|
|
May 07, 2025
Q1 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-11.4K- 17.27% |
$1.25M - $1.26M
|
54.5K
$6.02M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-11.7K- 1.15% |
$1.29M - $1.3M
|
1.01M
$111M
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-11.8K- 42.01% |
$1.3M - $1.31M
|
16.3K
$1.8M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-11.9K- 23.17% |
$1.31M - $1.31M
|
39.3K
$4.34M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-12.2K- 0.32% |
$1.34M - $1.35M
|
3.84M
$424M
|
|
|
May 14, 2025
Q1 2025
|
Delta Investment Management, LLC
|
SELL
|
- |
-12.4K- 6.19% |
$1.36M - $1.37M
|
188K
$20.7M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-12.6K- 13.37% |
$1.38M - $1.39M
|
81.4K
$8.99M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-13.4K- 5.49% |
$1.47M - $1.48M
|
230K
$25.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
SELL
|
- |
-13.5K- 76.36% |
$1.49M - $1.5M
|
4.19K
$463K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-13.8K- 5.26% |
$1.52M - $1.52M
|
248K
$27.4M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-14.1K- 23.24% |
$1.56M - $1.56M
|
46.7K
$5.15M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-14.2K- 70.98% |
$1.57M - $1.57M
|
5.83K
$643K
|
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
SELL
|
- |
-15.2K- 89.14% |
$1.67M - $1.68M
|
1.85K
$204K
|
|
|
May 14, 2025
Q1 2025
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-16.4K- 3.34% |
$1.8M - $1.81M
|
475K
$52.4M
|
|
|
May 12, 2025
Q1 2025
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-16.5K- 60.66% |
$1.81M - $1.82M
|
10.7K
$1.18M
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-18.7K- 22.98% |
$2.06M - $2.07M
|
62.8K
$6.94M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-19K- 5.65% |
$2.09M - $2.1M
|
317K
$35.1M
|
|
|
May 07, 2025
Q1 2025
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-19.7K- 60.42% |
$2.17M - $2.18M
|
12.9K
$1.43M
|
|
|
Apr 22, 2025
Q1 2025
|
Heartland Bank & Trust CO
|
SELL
|
- |
-19.9K- 46.6% |
$2.19M - $2.2M
|
22.8K
$2.52M
|
|
|
Apr 14, 2025
Q1 2025
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-20.8K- 57.41% |
$2.29M - $2.3M
|
15.4K
$1.7M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-21.1K- 7.15% |
$2.33M - $2.34M
|
275K
$30.3M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-21.9K- 41.63% |
$2.41M - $2.42M
|
30.7K
$3.39M
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-22.7K- 92.93% |
$2.5M - $2.5M
|
1.72K
$190K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-24.1K- 33.91% |
$2.66M - $2.67M
|
47.1K
$5.2M
|
|
|
May 09, 2025
Q1 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
SELL
|
- |
-25.6K- 86.62% |
$2.82M - $2.83M
|
3.96K
$437K
|
|
|
Apr 08, 2025
Q1 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-26.3K- 78.13% |
$2.9M - $2.91M
|
7.37K
$814K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-27.1K- 54.96% |
$2.98M - $2.99M
|
22.2K
$2.45M
|
|
|
Apr 29, 2025
Q1 2025
|
New Capital Management LP
|
SELL
|
- |
-27.7K- 93.84% |
$3.05M - $3.06M
|
1.82K
$200K
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
SELL
|
- |
-34.1K- 65.9% |
$3.76M - $3.77M
|
17.7K
$1.95M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-34.8K- 20.09% |
$3.83M - $3.84M
|
138K
$15.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-35K- 59.53% |
$3.86M - $3.87M
|
23.8K
$2.63M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-36.5K- 2.8% |
$4.02M - $4.04M
|
1.27M
$140M
|