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 04, 2025
Q1 2025
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
12.2K+ 53.87% |
$1.34M - $1.35M
|
34.8K
$3.84M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
12KNew |
$1.32M - $1.33M
|
12K
$1.33M
|
|
|
Apr 21, 2025
Q1 2025
|
Hfg Advisors, Inc.
|
BUY
|
- |
11.5K+ 94.08% |
$1.26M - $1.27M
|
23.6K
$2.61M
|
|
|
Apr 08, 2025
Q1 2025
|
Presidio Capital Management, LLC
|
BUY
|
- |
11.3K+ 8.17% |
$1.24M - $1.24M
|
149K
$16.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
10.8K+ 10.27% |
$1.19M - $1.19M
|
116K
$12.8M
|
|
|
May 14, 2025
Q1 2025
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
10.7K+ 37.63% |
$1.18M - $1.18M
|
39.1K
$4.32M
|
|
|
Apr 14, 2025
Q1 2025
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
10.7KNew |
$1.17M - $1.18M
|
10.7K
$1.18M
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
10.5K+ 39.65% |
$1.15M - $1.16M
|
36.8K
$4.07M
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
10.4KNew |
$1.14M - $1.15M
|
10.4K
$1.15M
|
|
|
Apr 18, 2025
Q1 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
10.3K+ 45.52% |
$1.14M - $1.14M
|
33K
$3.64M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
10.3K+ 52.42% |
$1.13M - $1.14M
|
29.9K
$3.31M
|
|
|
Apr 22, 2025
Q1 2025
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
10.2K+ 13.34% |
$1.13M - $1.13M
|
87K
$9.61M
|
|
|
May 15, 2025
Q1 2025
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
9.83K+ 260.43% |
$1.08M - $1.09M
|
13.6K
$1.5M
|
|
|
May 08, 2025
Q1 2025
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
9.83K+ 62.22% |
$1.08M - $1.09M
|
25.6K
$2.83M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
9.68K+ 23047.62% |
$1.07M - $1.07M
|
9.72K
$1.07M
|
|
|
May 09, 2025
Q1 2025
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
9.58K+ 18.21% |
$1.05M - $1.06M
|
62.2K
$6.87M
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
9.39K+ 133.63% |
$1.03M - $1.04M
|
16.4K
$1.81M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
9.04K+ 103.31% |
$996K - $999K
|
17.8K
$1.97M
|
|
|
Apr 30, 2025
Q1 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
8.81K+ 112.93% |
$970K - $973K
|
16.6K
$1.83M
|
|
|
Apr 24, 2025
Q1 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
8.76KNew |
$964K - $968K
|
8.76K
$967K
|
|
|
Apr 22, 2025
Q1 2025
|
Van Weelden Wealth Management, LLC
West Chester Township, OH |
BUY
|
- |
8.73K+ 19.28% |
$961K - $964K
|
54K
$5.96M
|
|
|
May 02, 2025
Q1 2025
|
Future You Wealth LLC
New York, NY |
BUY
|
- |
8.37K+ 6.93% |
$921K - $925K
|
129K
$14.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
8.35K+ 33.08% |
$920K - $923K
|
33.6K
$3.71M
|
|
|
Apr 30, 2025
Q1 2025
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
8.25KNew |
$909K - $912K
|
8.25K
$911K
|
|
|
Apr 09, 2025
Q1 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
8.2KNew |
$903K - $907K
|
8.2K
$906K
|
|
|
May 08, 2025
Q1 2025
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
7.93K+ 23.47% |
$874K - $877K
|
41.7K
$4.61M
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
7.88K+ 298.98% |
$868K - $871K
|
10.5K
$1.16M
|
|
|
Apr 09, 2025
Q1 2025
|
Selway Asset Management
Boise, ID |
BUY
|
- |
7.85K+ 4.54% |
$864K - $867K
|
181K
$20M
|
|
|
Apr 28, 2025
Q1 2025
|
Acute Investment Advisory, LLC
Mesa, AZ |
BUY
|
- |
7.83KNew |
$862K - $865K
|
7.83K
$865K
|
|
|
May 05, 2025
Q1 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
7.82K+ 52.81% |
$861K - $864K
|
22.6K
$2.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Paragon Capital Management Inc
Provo, UT |
BUY
|
- |
7.73K+ 7.94% |
$851K - $854K
|
105K
$11.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
7.61K+ 151.76% |
$838K - $841K
|
12.6K
$1.39M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
7.57KNew |
$834K - $837K
|
7.57K
$836K
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
7.53K+ 18.7% |
$830K - $833K
|
47.8K
$5.28M
|
|
|
May 15, 2025
Q1 2025
|
Insight Wealth Partners, LLC
|
BUY
|
- |
7.35KNew |
$810K - $813K
|
7.35K
$812K
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
7.21K+ 42.84% |
$793K - $796K
|
24K
$2.65M
|
|
|
May 05, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
7.11KNew |
$783K - $786K
|
7.11K
$785K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
7.02K+ 83.07% |
$773K - $776K
|
15.5K
$1.71M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
6.66K+ 15.11% |
$734K - $736K
|
50.8K
$5.61M
|
|
|
May 09, 2025
Q1 2025
|
Strategy Asset Managers LLC
|
BUY
|
- |
6.66K+ 31.36% |
$733K - $736K
|
27.9K
$3.08M
|
|
|
May 12, 2025
Q1 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
6.52K+ 62.54% |
$718K - $721K
|
16.9K
$1.87M
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
6.43K+ 37.82% |
$708K - $711K
|
23.4K
$2.59M
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
BUY
|
- |
6.4K+ 24.11% |
$704K - $707K
|
32.9K
$3.64M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
6.3K+ 3.78% |
$694K - $696K
|
173K
$19.1M
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
5.96K+ 22.64% |
$657K - $659K
|
32.3K
$3.57M
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
5.95K+ 8.35% |
$656K - $658K
|
77.3K
$8.54M
|
|
|
May 02, 2025
Q1 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
5.92KNew |
$652K - $655K
|
5.92K
$654K
|
|
|
May 08, 2025
Q1 2025
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
5.9K+ 199.05% |
$649K - $652K
|
8.86K
$978K
|
|
|
Apr 23, 2025
Q1 2025
|
Climber Capital Sa
Nyon, V8 |
BUY
|
- |
5.82K+ 6.0% |
$641K - $643K
|
103K
$11.4M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
5.78K+ 13.91% |
$636K - $639K
|
47.3K
$5.23M
|