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 12, 2025
Q1 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
42.9K+ 63.97% |
$4.72M - $4.74M
|
110K
$12.1M
|
|
|
May 15, 2025
Q1 2025
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
41.5KNew |
$4.57M - $4.59M
|
41.5K
$4.59M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
40.2K+ 76.23% |
$4.42M - $4.44M
|
92.9K
$10.3M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
39.5K+ 5.35% |
$4.35M - $4.37M
|
778K
$85.9M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
39K+ 669.74% |
$4.3M - $4.31M
|
44.8K
$4.95M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
38.5K+ 33.0% |
$4.24M - $4.25M
|
155K
$17.1M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
37.7K+ 72.64% |
$4.15M - $4.16M
|
89.5K
$9.89M
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
37.3KNew |
$4.11M - $4.12M
|
37.3K
$4.12M
|
|
|
Apr 24, 2025
Q1 2025
|
Surience Private Wealth LLC
|
BUY
|
- |
37.3KNew |
$4.11M - $4.12M
|
37.3K
$4.12M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
37.3KNew |
$4.11M - $4.12M
|
37.3K
$4.12M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
36.5K+ 1377.59% |
$4.01M - $4.03M
|
39.1K
$4.32M
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
36.1K+ 582.56% |
$3.98M - $3.99M
|
42.4K
$4.68M
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
34.2KNew |
$3.76M - $3.78M
|
34.2K
$3.77M
|
|
|
May 12, 2025
Q1 2025
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
32.4K+ 12.74% |
$3.57M - $3.59M
|
287K
$31.7M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
32K+ 51.7% |
$3.52M - $3.54M
|
93.9K
$10.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Cypress Advisory Group LLC
Scottsdale, AZ |
BUY
|
- |
31.7K+ 16.28% |
$3.49M - $3.5M
|
226K
$25M
|
|
|
May 09, 2025
Q1 2025
|
Bank Of Nova Scotia
|
BUY
|
- |
30.2K+ 8.22% |
$3.33M - $3.34M
|
398K
$44M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
30.2K+ 5.3% |
$3.33M - $3.34M
|
601K
$66.3M
|
|
|
May 13, 2025
Q1 2025
|
American Investment Services, Inc.
|
BUY
|
- |
30.1K+ 72.58% |
$3.31M - $3.32M
|
71.5K
$7.9M
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
29KNew |
$3.19M - $3.2M
|
29K
$3.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
28.9K+ 23.09% |
$3.18M - $3.19M
|
154K
$17M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
28.7KNew |
$3.16M - $3.17M
|
28.7K
$3.17M
|
|
|
Apr 28, 2025
Q1 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
28.6K+ 29.89% |
$3.15M - $3.16M
|
124K
$13.7M
|
|
|
May 08, 2025
Q1 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
28.5KNew |
$3.13M - $3.15M
|
28.5K
$3.14M
|
|
|
May 13, 2025
Q1 2025
|
Rock Creek Group, LP
|
BUY
|
- |
26.5K+ 100.0% |
$2.92M - $2.93M
|
53K
$5.85M
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
26.1K+ 22.23% |
$2.88M - $2.89M
|
144K
$15.9M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
26KNew |
$2.86M - $2.87M
|
26K
$2.87M
|
|
|
May 05, 2025
Q1 2025
|
Copperwynd Financial, LLC
|
BUY
|
- |
25.7KNew |
$2.83M - $2.84M
|
25.7K
$2.84M
|
|
|
May 20, 2025
Q1 2025
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
25.6K+ 6.07% |
$2.82M - $2.83M
|
447K
$49.3M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
25.5K+ 6.68% |
$2.81M - $2.82M
|
407K
$45M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
25.2K+ 25.15% |
$2.77M - $2.78M
|
125K
$13.8M
|
|
|
May 01, 2025
Q1 2025
|
Grant
|
BUY
|
- |
24.9KNew |
$2.74M - $2.75M
|
24.9K
$2.75M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
23.3KNew |
$2.57M - $2.58M
|
23.3K
$2.57M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
23.1K+ 6.23% |
$2.54M - $2.55M
|
394K
$43.5M
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
23KNew |
$2.53M - $2.54M
|
23K
$2.54M
|
|
|
May 02, 2025
Q1 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
22.9K+ 90.01% |
$2.52M - $2.53M
|
48.4K
$5.34M
|
|
|
Apr 30, 2025
Q1 2025
|
Investment Management Associates Inc
|
BUY
|
- |
22.5K+ 151.93% |
$2.47M - $2.48M
|
37.3K
$4.11M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
21.4K+ 8.5% |
$2.35M - $2.36M
|
273K
$30.1M
|
|
|
May 14, 2025
Q1 2025
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
21.2KNew |
$2.34M - $2.35M
|
21.2K
$2.35M
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
18.5K+ 284.52% |
$2.04M - $2.05M
|
25K
$2.76M
|
|
|
Apr 28, 2025
Q1 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
18.4KNew |
$2.03M - $2.03M
|
18.4K
$2.03M
|
|
|
May 14, 2025
Q1 2025
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
15.7K+ 19.2% |
$1.73M - $1.74M
|
97.7K
$10.8M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
14K+ 71.33% |
$1.54M - $1.54M
|
33.5K
$3.7M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
13.6K+ 15.7% |
$1.5M - $1.5M
|
100K
$11.1M
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
13.5KNew |
$1.48M - $1.49M
|
13.5K
$1.49M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
13.5K+ 69.91% |
$1.48M - $1.49M
|
32.7K
$3.61M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
13K+ 20.85% |
$1.43M - $1.44M
|
75.4K
$8.33M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
12.3K+ 153.71% |
$1.35M - $1.36M
|
20.3K
$2.24M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
12.3K+ 33.37% |
$1.35M - $1.36M
|
49K
$5.41M
|
|
|
May 07, 2025
Q1 2025
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
12.3K+ 46.03% |
$1.35M - $1.35M
|
38.9K
$4.29M
|