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 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-152- 2.52% |
$16.7K - $16.8K
|
5.87K
$648K
|
|
|
Apr 25, 2025
Q1 2025
|
Lincoln Capital Corp
|
SELL
|
- |
-156- 0.98% |
$17.2K - $17.2K
|
15.8K
$1.74M
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-165- 4.39% |
$18.2K - $18.2K
|
3.6K
$397K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
SELL
|
- |
-166- 1.26% |
$18.3K - $18.3K
|
13K
$1.43M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-175- 2.26% |
$19.3K - $19.3K
|
7.56K
$835K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-189- 5.33% |
$20.8K - $20.9K
|
3.36K
$371K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-193- 2.66% |
$21.3K - $21.3K
|
7.07K
$781K
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-204- 9.71% |
$22.5K - $22.5K
|
1.9K
$210K
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-213- 2.89% |
$23.5K - $23.5K
|
7.16K
$790K
|
|
|
Apr 11, 2025
Q1 2025
|
Lake Hills Wealth Management, LLC
|
SELL
|
- |
-216- 3.55% |
$23.8K - $23.9K
|
5.87K
$649K
|
|
|
Apr 25, 2025
Q1 2025
|
J.Safra Asset Management Corp
|
SELL
|
- |
-233- 9.97% |
$25.7K - $25.7K
|
2.1K
$232K
|
|
|
Apr 16, 2025
Q1 2025
|
Rmr Wealth Builders
|
SELL
|
- |
-237- 8.25% |
$26.1K - $26.2K
|
2.64K
$291K
|
|
|
May 02, 2025
Q1 2025
|
Pecaut & Co.
|
SELL
|
- |
-237- 4.39% |
$26.1K - $26.2K
|
5.16K
$569K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-241- 15.62% |
$26.5K - $26.6K
|
1.3K
$144K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-267- 32.17% |
$29.4K - $29.5K
|
563
$62.2K
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-285- 4.73% |
$31.4K - $31.5K
|
5.74K
$634K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-306- 86.44% |
$33.7K - $33.8K
|
48
$5.3K
|
|
|
May 15, 2025
Q1 2025
|
Farringdon Capital, Ltd.
London, X0 |
SELL
|
- |
-311- 0.33% |
$34.2K - $34.4K
|
95.1K
$10.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-315- 4.3% |
$34.7K - $34.8K
|
7.02K
$775K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-335- 3.09% |
$36.9K - $37K
|
10.5K
$1.16M
|
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-339- 6.09% |
$37.3K - $37.5K
|
5.23K
$578K
|
|
|
Apr 17, 2025
Q1 2025
|
Patton Fund Management, Inc.
|
SELL
|
- |
-347- 0.98% |
$38.2K - $38.3K
|
35.1K
$3.87M
|
|
|
May 01, 2025
Q1 2025
|
A&I Financial Services, LLC
Lone Tree, CO |
SELL
|
- |
-348- 13.19% |
$38.3K - $38.5K
|
2.29K
$253K
|
|
|
May 14, 2025
Q1 2025
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-358- 3.54% |
$39.4K - $39.6K
|
9.77K
$1.08M
|
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-369- 70.83% |
$40.6K - $40.8K
|
152
$16.8K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-378- 6.91% |
$41.6K - $41.8K
|
5.1K
$563K
|
|
|
Apr 21, 2025
Q1 2025
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-393- 9.74% |
$43.3K - $43.4K
|
3.64K
$402K
|
|
|
May 14, 2025
Q1 2025
|
Hudson Portfolio Management LLC
Garrison, NY |
SELL
|
- |
-400- 6.96% |
$44K - $44.2K
|
5.35K
$591K
|
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-409- 7.38% |
$45K - $45.2K
|
5.13K
$567K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-418- 86.36% |
$46K - $46.2K
|
66
$7.29K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-419- 9.87% |
$46.1K - $46.3K
|
3.83K
$423K
|
|
|
Apr 22, 2025
Q1 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
SELL
|
- |
-421- 18.85% |
$46.4K - $46.5K
|
1.81K
$200K
|
|
|
May 05, 2025
Q1 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
SELL
|
- |
-429- 2.5% |
$47.2K - $47.4K
|
16.8K
$1.85M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-430- 0.47% |
$47.3K - $47.5K
|
91.6K
$10.1M
|
|
|
May 06, 2025
Q1 2025
|
Kdk Private Wealth Management, LLC
Houston, TX |
SELL
|
- |
-437- 1.61% |
$48.1K - $48.3K
|
26.7K
$2.95M
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-464- 4.31% |
$51.1K - $51.3K
|
10.3K
$1.14M
|
|
|
May 12, 2025
Q1 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-475- 6.2% |
$52.3K - $52.5K
|
7.18K
$793K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-477- 20.07% |
$52.5K - $52.7K
|
1.9K
$210K
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-478- 1.59% |
$52.6K - $52.8K
|
29.5K
$3.26M
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-491- 11.98% |
$54.1K - $54.3K
|
3.61K
$398K
|
|
|
Apr 15, 2025
Q1 2025
|
Atwood & Palmer Inc
|
SELL
|
- |
-502- 5.69% |
$55.3K - $55.5K
|
8.32K
$918K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-519- 33.86% |
$57.1K - $57.4K
|
1.01K
$112K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-522- 7.67% |
$57.5K - $57.7K
|
6.29K
$694K
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-551- 4.14% |
$60.7K - $60.9K
|
12.8K
$1.41M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-581- 52.53% |
$64K - $64.2K
|
525
$58K
|
|
|
May 01, 2025
Q1 2025
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-600- 3.08% |
$66.1K - $66.3K
|
18.9K
$2.09M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-616- 15.31% |
$67.8K - $68.1K
|
3.41K
$376K
|
|
|
May 05, 2025
Q1 2025
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-685- 4.79% |
$75.4K - $75.7K
|
13.6K
$1.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Values First Advisors, Inc.
|
SELL
|
- |
-688- 46.17% |
$75.8K - $76K
|
802
$88.6K
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-725- 9.51% |
$79.8K - $80.1K
|
6.9K
$761K
|