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
|
Paulson Wealth Management Inc.
|
BUY
|
- |
2.4K+ 2.62% |
$264K - $265K
|
93.7K
$10.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
2.27K+ 8.81% |
$250K - $251K
|
28K
$3.09M
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
2.22KNew |
$244K - $245K
|
2.22K
$245K
|
|
|
Apr 16, 2025
Q1 2025
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
2.18KNew |
$239K - $240K
|
2.18K
$240K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
2.16K+ 87.78% |
$238K - $239K
|
4.63K
$511K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
2.13KNew |
$235K - $235K
|
2.13K
$235K
|
|
|
May 05, 2025
Q1 2025
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
2.13KNew |
$234K - $235K
|
2.13K
$235K
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
2.13K+ 1.18% |
$234K - $235K
|
182K
$20.1M
|
|
|
May 14, 2025
Q1 2025
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
2.11K+ 11.65% |
$232K - $233K
|
20.2K
$2.23M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
2.1K+ 6.58% |
$231K - $232K
|
34K
$3.76M
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
2.1K+ 3.16% |
$231K - $232K
|
68.3K
$7.54M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.09K+ 10.33% |
$230K - $231K
|
22.3K
$2.46M
|
|
|
May 07, 2025
Q1 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
2.08K+ 2.47% |
$229K - $230K
|
86.6K
$9.56M
|
|
|
Apr 24, 2025
Q1 2025
|
Wj Wealth Management, LLC
|
BUY
|
- |
2.03K+ 25.29% |
$223K - $224K
|
10K
$1.11M
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
2K+ 11.61% |
$220K - $221K
|
19.2K
$2.12M
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
1.99K+ 7.3% |
$220K - $220K
|
29.3K
$3.24M
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
BUY
|
- |
1.98K+ 17.99% |
$218K - $219K
|
13K
$1.43M
|
|
|
Apr 15, 2025
Q1 2025
|
Dividend Assets Capital, LLC
|
BUY
|
- |
1.96KNew |
$215K - $216K
|
1.96K
$216K
|
|
|
May 12, 2025
Q1 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
1.89K+ 8.32% |
$208K - $209K
|
24.6K
$2.71M
|
|
|
May 12, 2025
Q1 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
1.83KNew |
$201K - $202K
|
1.83K
$202K
|
|
|
May 09, 2025
Q1 2025
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
BUY
|
- |
1.8K+ 90.0% |
$198K - $199K
|
3.8K
$420K
|
|
|
Apr 28, 2025
Q1 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
1.78K+ 0.87% |
$196K - $196K
|
205K
$22.7M
|
|
|
May 06, 2025
Q1 2025
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
1.69K+ 51.88% |
$186K - $186K
|
4.94K
$545K
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
1.68K+ 21.91% |
$185K - $186K
|
9.36K
$1.03M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1.64KNew |
$181K - $182K
|
1.64K
$181K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
1.63K+ 24.09% |
$179K - $180K
|
8.38K
$925K
|
|
|
May 05, 2025
Q1 2025
|
Flc Capital Advisors
|
BUY
|
- |
1.56K+ 7.51% |
$171K - $172K
|
22.3K
$2.46M
|
|
|
Apr 14, 2025
Q1 2025
|
Greenspring Advisors, LLC
|
BUY
|
- |
1.51K+ 9.52% |
$166K - $167K
|
17.4K
$1.92M
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1.48K+ 43.28% |
$163K - $164K
|
4.9K
$541K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
1.46KNew |
$160K - $161K
|
1.46K
$161K
|
|
|
May 15, 2025
Q1 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
1.44K+ 52.78% |
$159K - $159K
|
4.17K
$461K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.44K+ 31.11% |
$159K - $159K
|
6.07K
$670K
|
|
|
Apr 25, 2025
Q1 2025
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
1.41K+ 7.41% |
$156K - $156K
|
20.5K
$2.26M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.37K+ 3.91% |
$150K - $151K
|
36.3K
$4.01M
|
|
|
May 06, 2025
Q1 2025
|
Triumph Capital Management
|
BUY
|
- |
1.35K+ 47.4% |
$149K - $149K
|
4.2K
$464K
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
1.28K+ 29.28% |
$141K - $142K
|
5.66K
$625K
|
|
|
Apr 14, 2025
Q1 2025
|
Central Bank & Trust CO
|
BUY
|
- |
1.24K+ 17.65% |
$137K - $137K
|
8.28K
$915K
|
|
|
Apr 29, 2025
Q1 2025
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
1.24K+ 37.42% |
$136K - $137K
|
4.55K
$502K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.14K+ 1.35% |
$126K - $126K
|
86K
$9.49M
|
|
|
May 02, 2025
Q1 2025
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
1.11K+ 18.85% |
$122K - $123K
|
7K
$773K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1.11K+ 23.79% |
$122K - $122K
|
5.77K
$637K
|
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
1.07KNew |
$118K - $118K
|
1.07K
$118K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
1.03K+ 27.79% |
$113K - $114K
|
4.73K
$523K
|
|
|
Apr 04, 2025
Q1 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
1.02K+ 7.52% |
$112K - $112K
|
14.5K
$1.61M
|
|
|
May 01, 2025
Q1 2025
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
995+ 2.57% |
$110K - $110K
|
39.7K
$4.39M
|
|
|
May 14, 2025
Q1 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
980+ 79.42% |
$108K - $108K
|
2.21K
$245K
|
|
|
May 06, 2025
Q1 2025
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
965+ 45.2% |
$106K - $107K
|
3.1K
$342K
|
|
|
May 09, 2025
Q1 2025
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
958+ 6.45% |
$105K - $106K
|
15.8K
$1.75M
|
|
|
Apr 30, 2025
Q1 2025
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
932+ 7.14% |
$103K - $103K
|
14K
$1.54M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
BUY
|
- |
850+ 36.96% |
$93.6K - $93.9K
|
3.15K
$348K
|