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
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-39.6K- 30.22% |
$4.36M - $4.37M
|
91.4K
$10.1M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-39.9K- 72.48% |
$4.4M - $4.41M
|
15.2K
$1.67M
|
|
|
May 12, 2025
Q1 2025
|
Virtus Family Office LLC
El Paso, TX |
SELL
|
- |
-41.6K- 86.08% |
$4.58M - $4.6M
|
6.73K
$743K
|
|
|
May 12, 2025
Q1 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-41.7K- 26.57% |
$4.59M - $4.6M
|
115K
$12.7M
|
|
|
May 13, 2025
Q1 2025
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-42K- 18.99% |
$4.63M - $4.65M
|
179K
$19.8M
|
|
|
May 06, 2025
Q1 2025
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-42.5K- 20.79% |
$4.68M - $4.7M
|
162K
$17.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-43.4K- 77.31% |
$4.78M - $4.8M
|
12.7K
$1.41M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-44.5K- 84.42% |
$4.9M - $4.92M
|
8.22K
$907K
|
|
|
May 09, 2025
Q1 2025
|
Northwest Quadrant Wealth Management, LLC
|
SELL
|
- |
-45.5K- 15.03% |
$5.01M - $5.03M
|
257K
$28.4M
|
|
|
May 08, 2025
Q1 2025
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-46.2K- 83.02% |
$5.08M - $5.1M
|
9.45K
$1.04M
|
|
|
May 15, 2025
Q1 2025
|
Family Management Corp
New York, NY |
SELL
|
- |
-47.2K- 12.71% |
$5.19M - $5.21M
|
324K
$35.8M
|
|
|
May 14, 2025
Q1 2025
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-48.6K- 62.0% |
$5.36M - $5.37M
|
29.8K
$3.29M
|
|
|
Apr 29, 2025
Q1 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-49.9K- 16.63% |
$5.49M - $5.51M
|
250K
$27.6M
|
|
|
May 05, 2025
Q1 2025
|
Mader & Shannon Wealth Management, Inc.
|
SELL
|
- |
-55.6K- 37.99% |
$6.12M - $6.14M
|
90.7K
$10M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-62.4K- 2.35% |
$6.87M - $6.9M
|
2.59M
$286M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-73.3K- 15.14% |
$8.07M - $8.1M
|
411K
$45.4M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-76.2K- 83.48% |
$8.39M - $8.42M
|
15.1K
$1.66M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-82K- 84.31% |
$9.03M - $9.07M
|
15.3K
$1.69M
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-82.3K- 93.75% |
$9.06M - $9.09M
|
5.48K
$606K
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-83.1K- 22.47% |
$9.15M - $9.18M
|
287K
$31.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-88.6K- 8.19% |
$9.76M - $9.8M
|
993K
$110M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-94.2K- 28.37% |
$10.4M - $10.4M
|
238K
$26.3M
|
|
|
May 12, 2025
Q1 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-97K- 53.91% |
$10.7M - $10.7M
|
83K
$9.16M
|
|
|
May 09, 2025
Q1 2025
|
Banco Santander, S.A.
|
SELL
|
- |
-141K- 55.63% |
$15.6M - $15.6M
|
113K
$12.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
SELL
|
- |
-144K- 44.2% |
$15.8M - $15.9M
|
182K
$20.1M
|
|
|
May 15, 2025
Q1 2025
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
SELL
|
- |
-170K- 45.51% |
$18.8M - $18.8M
|
204K
$22.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
SELL
|
- |
-171K- 65.28% |
$18.9M - $18.9M
|
91.2K
$10.1M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-184K- 14.15% |
$20.3M - $20.4M
|
1.12M
$124M
|
|
|
May 15, 2025
Q1 2025
|
Eight 31 Financial LLC
Midland, TX |
SELL
|
- |
-329K- 92.34% |
$36.2M - $36.3M
|
27.3K
$3.01M
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-333K- 27.99% |
$36.7M - $36.8M
|
857K
$94.7M
|
|
|
May 12, 2025
Q1 2025
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-474K- 54.86% |
$52.2M - $52.4M
|
390K
$43.1M
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-515K- 97.11% |
$56.7M - $56.9M
|
15.3K
$1.69M
|
|
|
May 13, 2025
Q1 2025
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-610K- 78.6% |
$67.2M - $67.5M
|
166K
$18.4M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-914K- 61.5% |
$101M - $101M
|
572K
$63.2M
|