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 21, 2025
Q1 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
840+ 13.67% |
$92.5K - $92.8K
|
6.98K
$771K
|
|
|
May 08, 2025
Q1 2025
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
801+ 2.36% |
$88.2K - $88.5K
|
34.8K
$3.84M
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
775New |
$85.3K - $85.6K
|
775
$85.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
773+ 21.84% |
$85.1K - $85.4K
|
4.31K
$476K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
767+ 23.89% |
$84.5K - $84.8K
|
3.98K
$439K
|
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
707+ 0.62% |
$77.8K - $78.1K
|
114K
$12.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
704+ 4.44% |
$77.5K - $77.8K
|
16.6K
$1.83M
|
|
|
Apr 29, 2025
Q1 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
692+ 6.88% |
$76.2K - $76.5K
|
10.7K
$1.19M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
651+ 2.63% |
$71.7K - $71.9K
|
25.4K
$2.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
648New |
$71.4K - $71.6K
|
648
$71.6K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
645+ 1.13% |
$71K - $71.3K
|
57.6K
$6.37M
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
616New |
$67.8K - $68.1K
|
616
$68K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
600+ 14.73% |
$66.1K - $66.3K
|
4.67K
$516K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
596+ 21.11% |
$65.6K - $65.9K
|
3.42K
$378K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
595+ 3.2% |
$65.5K - $65.8K
|
19.2K
$2.12M
|
|
|
Apr 30, 2025
Q1 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
595+ 10.75% |
$65.5K - $65.8K
|
6.13K
$677K
|
|
|
Apr 21, 2025
Q1 2025
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
576+ 0.32% |
$63.4K - $63.7K
|
183K
$20.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
560+ 15.96% |
$61.7K - $61.9K
|
4.07K
$449K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
552+ 0.96% |
$60.8K - $61K
|
58.1K
$6.41M
|
|
|
May 06, 2025
Q1 2025
|
Garrison Bradford & Associates Inc
New York, NY |
BUY
|
- |
500New |
$55.1K - $55.3K
|
500
$55.2K
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
484+ 5.5% |
$53.3K - $53.5K
|
9.28K
$1.02M
|
|
|
Apr 07, 2025
Q1 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
464+ 23.54% |
$51.1K - $51.3K
|
2.44K
$269K
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
435+ 2.26% |
$47.9K - $48.1K
|
19.7K
$2.18M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
434+ 1.32% |
$47.8K - $48K
|
33.4K
$3.69M
|
|
|
Apr 17, 2025
Q1 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
432+ 10.13% |
$47.6K - $47.7K
|
4.7K
$519K
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
BUY
|
- |
419+ 8.07% |
$46.1K - $46.3K
|
5.61K
$620K
|
|
|
Apr 29, 2025
Q1 2025
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
418+ 4.42% |
$46K - $46.2K
|
9.87K
$1.09M
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
416+ 7.07% |
$45.8K - $46K
|
6.3K
$695K
|
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
395+ 10.31% |
$43.5K - $43.7K
|
4.23K
$467K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
392+ 237.58% |
$43.2K - $43.3K
|
557
$61.5K
|
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
378+ 3.71% |
$41.6K - $41.8K
|
10.6K
$1.17M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
367+ 71.12% |
$40.4K - $40.6K
|
883
$97.5K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
350+ 0.72% |
$38.5K - $38.7K
|
49.1K
$5.42M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
324New |
$35.7K - $35.8K
|
324
$35.8K
|
|
|
Apr 16, 2025
Q1 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
289+ 9.12% |
$31.8K - $31.9K
|
3.46K
$382K
|
|
|
May 15, 2025
Q1 2025
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
272+ 3.45% |
$29.9K - $30.1K
|
8.15K
$900K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
253+ 8.5% |
$27.9K - $28K
|
3.23K
$357K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
243+ 6.45% |
$26.8K - $26.9K
|
4.01K
$443K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
238+ 10.82% |
$26.2K - $26.3K
|
2.44K
$269K
|
|
|
May 15, 2025
Q1 2025
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
233+ 0.61% |
$25.7K - $25.7K
|
38.5K
$4.25M
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
225+ 0.82% |
$24.8K - $24.9K
|
27.6K
$3.04M
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
215+ 7.99% |
$23.7K - $23.8K
|
2.91K
$321K
|
|
|
May 06, 2025
Q1 2025
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
215+ 1.36% |
$23.7K - $23.8K
|
16K
$1.76M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
212+ 2.47% |
$23.3K - $23.4K
|
8.79K
$971K
|
|
|
Apr 22, 2025
Q1 2025
|
Cohalo Advisory LLC
Snoqualmie, WA |
BUY
|
- |
200New |
$22K - $22.1K
|
200
$22.1K
|
|
|
Apr 22, 2025
Q1 2025
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
169+ 2.77% |
$18.6K - $18.7K
|
6.27K
$692K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
163+ 3.23% |
$17.9K - $18K
|
5.2K
$575K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
159+ 6.99% |
$17.5K - $17.6K
|
2.43K
$269K
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
146+ 3.47% |
$16.1K - $16.1K
|
4.35K
$480K
|
|
|
May 08, 2025
Q1 2025
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
140+ 5.42% |
$15.4K - $15.5K
|
2.73K
$301K
|