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 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
5.7K+ 105.59% |
$628K - $630K
|
11.1K
$1.23M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5.68K+ 33.33% |
$626K - $628K
|
22.7K
$2.51M
|
|
|
Apr 30, 2025
Q1 2025
|
Banque Pictet & Cie Sa
|
BUY
|
- |
5.66K+ 19.54% |
$623K - $625K
|
34.6K
$3.82M
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
5.61K+ 14.94% |
$618K - $620K
|
43.2K
$4.77M
|
|
|
Apr 10, 2025
Q1 2025
|
Gen Wealth Group, Inc.
|
BUY
|
- |
5.49K+ 52.72% |
$604K - $606K
|
15.9K
$1.76M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
5.45K+ 11.11% |
$600K - $602K
|
54.5K
$6.02M
|
|
|
May 12, 2025
Q1 2025
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
5.45KNew |
$600K - $602K
|
5.45K
$601K
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
BUY
|
- |
4.82K+ 11.64% |
$531K - $533K
|
46.2K
$5.1M
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
4.82KNew |
$531K - $532K
|
4.82K
$532K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.79K+ 29.54% |
$528K - $530K
|
21K
$2.32M
|
|
|
May 01, 2025
Q1 2025
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
4.75K+ 104.35% |
$523K - $525K
|
9.31K
$1.03M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
4.71KNew |
$519K - $521K
|
4.71K
$520K
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
4.7K+ 157.68% |
$517K - $519K
|
7.68K
$848K
|
|
|
Apr 23, 2025
Q1 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
4.67K+ 6.73% |
$514K - $516K
|
74K
$8.17M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
4.66K+ 66.78% |
$513K - $515K
|
11.6K
$1.29M
|
|
|
May 05, 2025
Q1 2025
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
4.61K+ 165.82% |
$507K - $509K
|
7.39K
$816K
|
|
|
Apr 14, 2025
Q1 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
4.53K+ 136.39% |
$499K - $500K
|
7.85K
$867K
|
|
|
May 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
4.53K+ 132.99% |
$498K - $500K
|
7.93K
$876K
|
|
|
Apr 08, 2025
Q1 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
4.46K+ 14.84% |
$491K - $493K
|
34.5K
$3.81M
|
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
4.44KNew |
$489K - $491K
|
4.44K
$491K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
4.41K+ 12.31% |
$486K - $488K
|
40.3K
$4.45M
|
|
|
Apr 24, 2025
Q1 2025
|
Avory & Company, LLC
Miami, FL |
BUY
|
- |
4.14KNew |
$456K - $458K
|
4.14K
$457K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
3.89KNew |
$428K - $430K
|
3.89K
$430K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
3.72K+ 38.69% |
$410K - $412K
|
13.3K
$1.47M
|
|
|
May 07, 2025
Q1 2025
|
Benedict Financial Advisors Inc
|
BUY
|
- |
3.64K+ 62.53% |
$401K - $403K
|
9.47K
$1.05M
|
|
|
May 09, 2025
Q1 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
3.62KNew |
$399K - $400K
|
3.62K
$400K
|
|
|
May 14, 2025
Q1 2025
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
3.57KNew |
$393K - $395K
|
3.57K
$394K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.46K+ 6.41% |
$381K - $383K
|
57.5K
$6.35M
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
3.44KNew |
$379K - $380K
|
3.44K
$380K
|
|
|
Apr 17, 2025
Q1 2025
|
Berkshire Bank
|
BUY
|
- |
3.18K+ 21.48% |
$350K - $351K
|
18K
$1.99M
|
|
|
May 13, 2025
Q1 2025
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
3.15K+ 36.28% |
$347K - $348K
|
11.8K
$1.31M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
3.09K+ 36.66% |
$341K - $342K
|
11.5K
$1.27M
|
|
|
May 13, 2025
Q1 2025
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
3.07KNew |
$338K - $339K
|
3.07K
$339K
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
3.06KNew |
$337K - $338K
|
3.06K
$338K
|
|
|
Apr 23, 2025
Q1 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
3.06K+ 65.25% |
$337K - $338K
|
7.76K
$857K
|
|
|
Apr 21, 2025
Q1 2025
|
Summa Corp.
Tomball, TX |
BUY
|
- |
3KNew |
$330K - $332K
|
3K
$331K
|
|
|
Apr 21, 2025
Q1 2025
|
Gfs Advisors, LLC
|
BUY
|
- |
3K+ 2.07% |
$330K - $331K
|
148K
$16.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
2.97KNew |
$327K - $328K
|
2.97K
$328K
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
2.91KNew |
$320K - $322K
|
2.91K
$321K
|
|
|
Apr 25, 2025
Q1 2025
|
Hixon Zuercher, LLC
|
BUY
|
- |
2.86K+ 7.12% |
$314K - $316K
|
43K
$4.75M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
2.85KNew |
$314K - $315K
|
2.85K
$315K
|
|
|
Apr 25, 2025
Q1 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
2.79KNew |
$307K - $308K
|
2.79K
$308K
|
|
|
May 14, 2025
Q1 2025
|
Cunning Capital Partners, LP
Morrisville, NC |
BUY
|
- |
2.75K+ 24.44% |
$303K - $304K
|
14K
$1.55M
|
|
|
May 15, 2025
Q1 2025
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
2.66KNew |
$293K - $294K
|
2.66K
$294K
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
2.61K+ 61.88% |
$287K - $288K
|
6.82K
$753K
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
2.54KNew |
$280K - $281K
|
2.54K
$280K
|
|
|
May 16, 2025
Q1 2025
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
2.52KNew |
$278K - $279K
|
2.52K
$279K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
2.5KNew |
$275K - $276K
|
2.5K
$276K
|
|
|
May 15, 2025
Q1 2025
|
Ironwood Investment Management LLC
Boston, MA |
BUY
|
- |
2.49K+ 7.85% |
$274K - $275K
|
34.2K
$3.77M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
2.48K+ 3.6% |
$273K - $274K
|
71.4K
$7.89M
|