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
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
10+ 0.23% |
$1.1K - $1.11K
|
4.32K
$477K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
7+ 0.32% |
$771 - $774
|
2.17K
$239K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
6+ 0.38% |
$661 - $663
|
1.59K
$175K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
5+ 0.02% |
$551 - $553
|
24.5K
$2.71M
|
|
|
May 14, 2025
Q1 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
5+ 0.78% |
$551 - $553
|
646
$71.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
5+ 0.2% |
$551 - $553
|
2.52K
$278K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
4+ 1.5% |
$440 - $442
|
270
$29.8K
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
3New |
$330 - $332
|
3
$331
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
2New |
$220 - $221
|
2
$221
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1+ 0.0% |
$110 - $111
|
186K
$20.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 17, 2025
Q1 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-1- 33.33% |
$110 - $111
|
2
$221
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-5- 5.21% |
$551 - $553
|
91
$10.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Architects, LLC
Woodstock, GA |
SELL
|
- |
-10- 0.34% |
$1.1K - $1.11K
|
2.95K
$325K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-10- 90.91% |
$1.1K - $1.11K
|
1
$110
|
|
|
May 12, 2025
Q1 2025
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-12- 2.75% |
$1.32K - $1.33K
|
425
$46.9K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-16- 0.07% |
$1.76K - $1.77K
|
24.1K
$2.66M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-17- 0.35% |
$1.87K - $1.88K
|
4.84K
$534K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-18- 51.43% |
$1.98K - $1.99K
|
17
$1.88K
|
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
SELL
|
- |
-20- 3.11% |
$2.2K - $2.21K
|
623
$68.8K
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-27- 0.14% |
$2.97K - $2.98K
|
19.2K
$2.12M
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
SELL
|
- |
-35- 0.58% |
$3.85K - $3.87K
|
6K
$663K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-43- 1.99% |
$4.73K - $4.75K
|
2.12K
$234K
|
|
|
Apr 14, 2025
Q1 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-44- 0.25% |
$4.84K - $4.86K
|
17.5K
$1.93M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-47Closed |
$5.18K - $5.19K
|
0
$0
|
|
|
May 12, 2025
Q1 2025
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
SELL
|
- |
-49- 0.65% |
$5.4K - $5.41K
|
7.44K
$822K
|
|
|
Apr 28, 2025
Q1 2025
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-50- 1.13% |
$5.51K - $5.53K
|
4.37K
$482K
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-50- 6.67% |
$5.51K - $5.53K
|
700
$77.3K
|
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-53- 0.75% |
$5.84K - $5.86K
|
7.03K
$777K
|
|
|
May 09, 2025
Q1 2025
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-58- 1.08% |
$6.39K - $6.41K
|
5.31K
$587K
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
SELL
|
- |
-62- 0.14% |
$6.83K - $6.85K
|
44.2K
$4.88M
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-68- 98.55% |
$7.49K - $7.51K
|
1
$110
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-84- 3.83% |
$9.25K - $9.28K
|
2.11K
$233K
|
|
|
May 13, 2025
Q1 2025
|
Strong Box Wealth, LLC
|
SELL
|
- |
-85- 3.69% |
$9.36K - $9.39K
|
2.22K
$245K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-87- 36.55% |
$9.58K - $9.61K
|
151
$16.7K
|
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-91- 3.73% |
$10K - $10.1K
|
2.35K
$259K
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-94- 3.67% |
$10.4K - $10.4K
|
2.47K
$273K
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
SELL
|
- |
-99- 2.48% |
$10.9K - $10.9K
|
3.89K
$430K
|
|
|
May 05, 2025
Q1 2025
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-109- 0.95% |
$12K - $12K
|
11.4K
$1.26M
|
|
|
May 12, 2025
Q1 2025
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-113- 1.7% |
$12.4K - $12.5K
|
6.54K
$722K
|
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
SELL
|
- |
-115- 0.27% |
$12.7K - $12.7K
|
43.2K
$4.77M
|
|
|
Apr 22, 2025
Q1 2025
|
Tt Capital Management LLC
Coto De Caza, CA |
SELL
|
- |
-118- 3.07% |
$13K - $13K
|
3.73K
$412K
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-120- 2.18% |
$13.2K - $13.3K
|
5.39K
$595K
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-123- 0.6% |
$13.5K - $13.6K
|
20.4K
$2.26M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-134- 2.68% |
$14.8K - $14.8K
|
4.87K
$538K
|
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-135- 0.7% |
$14.9K - $14.9K
|
19.1K
$2.11M
|
|
|
May 14, 2025
Q1 2025
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-135- 1.42% |
$14.9K - $14.9K
|
9.34K
$1.03M
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-136- 5.95% |
$15K - $15K
|
2.15K
$237K
|
|
|
May 02, 2025
Q1 2025
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
SELL
|
- |
-139- 0.25% |
$15.3K - $15.4K
|
56.6K
$6.25M
|
|
|
May 06, 2025
Q1 2025
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
SELL
|
- |
-139- 3.57% |
$15.3K - $15.4K
|
3.75K
$414K
|