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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Apr 17, 2025
Q1 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-4.16K- 10.11% |
$458K - $460K
|
37K
$4.08M
|
|
|
Apr 15, 2025
Q1 2025
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-5K- 52.91% |
$551K - $553K
|
4.45K
$491K
|
|
|
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 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
$462K
|
|
|
Apr 14, 2025
Q1 2025
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-20.8K- 57.41% |
$2.29M - $2.3M
|
15.4K
$1.7M
|
|
|
Apr 08, 2025
Q1 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-26.3K- 78.13% |
$2.9M - $2.91M
|
7.37K
$813K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-43.4K- 77.31% |
$4.78M - $4.8M
|
12.7K
$1.41M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-82K- 84.31% |
$9.03M - $9.07M
|
15.3K
$1.68M
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
SELL
|
- |
-144K- 44.2% |
$15.8M - $15.9M
|
182K
$20M
|