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 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
137+ 6.14% |
$15.1K - $15.1K
|
2.37K
$262K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
135New |
$14.9K - $14.9K
|
135
$14.9K
|
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
BUY
|
- |
125+ 2.94% |
$13.8K - $13.8K
|
4.38K
$483K
|
|
|
Apr 11, 2025
Q1 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
121+ 3.62% |
$13.3K - $13.4K
|
3.47K
$383K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
112+ 0.42% |
$12.3K - $12.4K
|
27K
$2.98M
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
BUY
|
- |
109+ 3.01% |
$12K - $12K
|
3.73K
$412K
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
105+ 1.43% |
$11.6K - $11.6K
|
7.46K
$824K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
100New |
$11K - $11.1K
|
100
$11K
|
|
|
Apr 28, 2025
Q1 2025
|
Courage Miller Partners, LLC
|
BUY
|
- |
96+ 1.09% |
$10.6K - $10.6K
|
8.92K
$985K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
88+ 3.14% |
$9.69K - $9.72K
|
2.89K
$319K
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
74+ 11.33% |
$8.15K - $8.18K
|
727
$80.3K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
72New |
$7.93K - $7.96K
|
72
$7.95K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
70New |
$7.71K - $7.74K
|
70
$7.73K
|
|
|
May 05, 2025
Q1 2025
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
BUY
|
- |
69+ 0.11% |
$7.6K - $7.63K
|
62.7K
$6.92M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
69+ 1.04% |
$7.6K - $7.63K
|
6.71K
$741K
|
|
|
May 13, 2025
Q1 2025
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
64+ 0.47% |
$7.05K - $7.07K
|
13.6K
$1.5M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
63New |
$6.94K - $6.96K
|
63
$6.96K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
58+ 11.37% |
$6.39K - $6.41K
|
568
$62.7K
|
|
|
Apr 23, 2025
Q1 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
56+ 2.32% |
$6.17K - $6.19K
|
2.48K
$273K
|
|
|
May 05, 2025
Q1 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
55+ 2.69% |
$6.06K - $6.08K
|
2.1K
$232K
|
|
|
Apr 17, 2025
Q1 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
55+ 0.7% |
$6.06K - $6.08K
|
7.91K
$873K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
54New |
$5.95K - $5.97K
|
54
$5.96K
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
46New |
$5.07K - $5.08K
|
46
$5.08K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
46New |
$5.07K - $5.08K
|
46
$5.08K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
45+ 0.67% |
$4.95K - $4.97K
|
6.79K
$750K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
45+ 2.39% |
$4.95K - $4.97K
|
1.93K
$213K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
39New |
$4.29K - $4.31K
|
39
$4.31K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
39New |
$4.29K - $4.31K
|
39
$4.31K
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
BUY
|
- |
38+ 1.37% |
$4.18K - $4.2K
|
2.81K
$311K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
37New |
$4.07K - $4.09K
|
37
$4.09K
|
|
|
May 13, 2025
Q1 2025
|
First Wilshire Securities Management Inc
Pasadena, CA |
BUY
|
- |
35+ 0.68% |
$3.85K - $3.87K
|
5.16K
$570K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
34+ 3400.0% |
$3.74K - $3.76K
|
35
$3.87K
|
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
33+ 0.09% |
$3.63K - $3.65K
|
35.3K
$3.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
29+ 0.68% |
$3.19K - $3.2K
|
4.27K
$472K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
28+ 0.99% |
$3.08K - $3.09K
|
2.87K
$317K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
23+ 0.66% |
$2.53K - $2.54K
|
3.52K
$389K
|
|
|
Apr 22, 2025
Q1 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
20+ 1.06% |
$2.2K - $2.21K
|
1.91K
$210K
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
19+ 0.2% |
$2.09K - $2.1K
|
9.31K
$1.03M
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
17New |
$1.87K - $1.88K
|
17
$1.88K
|
|
|
Apr 16, 2025
Q1 2025
|
Aries Wealth Management
|
BUY
|
- |
15+ 0.23% |
$1.65K - $1.66K
|
6.67K
$737K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
15New |
$1.65K - $1.66K
|
15
$1.66K
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
BUY
|
- |
15+ 107.14% |
$1.65K - $1.66K
|
29
$3.2K
|
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
BUY
|
- |
14+ 0.71% |
$1.54K - $1.55K
|
1.98K
$219K
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
BUY
|
- |
14+ 0.76% |
$1.54K - $1.55K
|
1.85K
$204K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
14+ 1.58% |
$1.54K - $1.55K
|
901
$99.5K
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
BUY
|
- |
14+ 0.69% |
$1.54K - $1.55K
|
2.04K
$225K
|
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
13+ 0.95% |
$1.43K - $1.44K
|
1.39K
$153K
|
|
|
May 05, 2025
Q1 2025
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
13+ 0.7% |
$1.43K - $1.44K
|
1.87K
$206K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
12+ 0.39% |
$1.32K - $1.33K
|
3.07K
$338K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
12+ 109.09% |
$1.32K - $1.33K
|
23
$2.54K
|