Purchases and Sales Made in Q3 2025 in Ishares Tr (SHV)
This table provides information about the institutional ownership of Ishares Tr (SHV) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
1.64M+ 191.56% |
$181M - $181M
|
2.5M
$276M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
931K+ 20.36% |
$102M - $103M
|
5.5M
$607M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
430K+ 19.99% |
$47.4M - $47.6M
|
2.58M
$285M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
219K+ 11.32% |
$24.1M - $24.2M
|
2.15M
$238M
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
178K+ 9.98% |
$19.6M - $19.7M
|
1.96M
$216M
|
|
|
Oct 29, 2025
Q3 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
159K+ 47.69% |
$17.5M - $17.6M
|
492K
$54.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
143K+ 19.76% |
$15.8M - $15.8M
|
868K
$95.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Nerd Wallet Wealth Partners, LLC
New York, NY |
BUY
|
- |
136KNew |
$15M - $15M
|
136K
$15M
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
134KNew |
$14.7M - $14.8M
|
134K
$14.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
121K+ 2.07% |
$13.4M - $13.4M
|
5.97M
$659M
|
|
|
Nov 12, 2025
Q3 2025
|
Alpha Zero LLC
Boca Raton, FL |
BUY
|
- |
110KNew |
$12.1M - $12.2M
|
110K
$12.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
103K+ 32.08% |
$11.3M - $11.4M
|
424K
$46.7M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
83.8K+ 26.58% |
$9.22M - $9.26M
|
399K
$44M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
78.6K+ 12.47% |
$8.65M - $8.69M
|
709K
$78.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
76.5K+ 43.54% |
$8.42M - $8.45M
|
252K
$27.8M
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
63.7K+ 24.35% |
$7.01M - $7.04M
|
325K
$35.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
62.6K+ 14.88% |
$6.89M - $6.92M
|
483K
$53.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Stone X Group Inc.
|
BUY
|
- |
59.9K+ 169.94% |
$6.6M - $6.62M
|
95.2K
$10.5M
|
|
|
Oct 16, 2025
Q3 2025
|
Beacon Capital Management, Inc.
|
BUY
|
- |
59.6KNew |
$6.56M - $6.59M
|
59.6K
$6.58M
|
|
|
Oct 27, 2025
Q3 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
56KNew |
$6.17M - $6.19M
|
56K
$6.18M
|
|
|
Nov 05, 2025
Q3 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
54.3KNew |
$5.97M - $5.99M
|
54.3K
$5.98M
|
|
|
Nov 13, 2025
Q3 2025
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
47.8K+ 252.74% |
$5.26M - $5.28M
|
66.7K
$7.35M
|
|
|
Nov 12, 2025
Q3 2025
|
Banco Santander, S.A.
|
BUY
|
- |
46.8K+ 15.15% |
$5.15M - $5.17M
|
356K
$39.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
45.9K+ 10.79% |
$5.06M - $5.08M
|
472K
$52M
|
|
|
Nov 13, 2025
Q3 2025
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
41.5K+ 11.86% |
$4.57M - $4.58M
|
391K
$43.2M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
41.1K+ 2.81% |
$4.53M - $4.54M
|
1.5M
$166M
|
|
|
Oct 06, 2025
Q3 2025
|
Trust CO
|
BUY
|
- |
41K+ 5.67% |
$4.51M - $4.53M
|
764K
$84.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
40.9K+ 207.04% |
$4.5M - $4.52M
|
60.6K
$6.69M
|
|
|
Nov 05, 2025
Q3 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
40.3K+ 141.77% |
$4.44M - $4.46M
|
68.8K
$7.59M
|
|
|
Oct 20, 2025
Q3 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
36.4KNew |
$4.01M - $4.02M
|
36.4K
$4.01M
|
|
|
Nov 13, 2025
Q3 2025
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
35.3K+ 12.24% |
$3.88M - $3.9M
|
324K
$35.7M
|
|
|
Nov 07, 2025
Q3 2025
|
Burling Wealth Partners, LLC
Chicago, IL |
BUY
|
- |
30.9K+ 102.18% |
$3.4M - $3.41M
|
61.1K
$6.74M
|
|
|
Nov 17, 2025
Q3 2025
|
Kdt Advisors, LLC
New York, NY |
BUY
|
- |
30.2KNew |
$3.33M - $3.34M
|
30.2K
$3.33M
|
|
|
Nov 04, 2025
Q3 2025
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
28.5K+ 16.57% |
$3.13M - $3.15M
|
200K
$22.1M
|
|
|
Oct 29, 2025
Q3 2025
|
Professional Advisory Services Inc
|
BUY
|
- |
26.6KNew |
$2.93M - $2.94M
|
26.6K
$2.93M
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
25.3K+ 10.72% |
$2.79M - $2.8M
|
262K
$28.8M
|
|
|
Nov 10, 2025
Q3 2025
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
25KNew |
$2.75M - $2.77M
|
25K
$2.76M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
23.5K+ 3.61% |
$2.58M - $2.59M
|
674K
$74.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
22.6K+ 0.71% |
$2.49M - $2.5M
|
3.2M
$352M
|
|
|
Oct 21, 2025
Q3 2025
|
Townsend & Associates, Inc
|
BUY
|
- |
22.3K+ 3.76% |
$2.45M - $2.46M
|
615K
$67.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
21.9K+ 112.47% |
$2.41M - $2.42M
|
41.3K
$4.55M
|
|
|
Nov 05, 2025
Q3 2025
|
Concord Wealth Partners
|
BUY
|
- |
20.2K+ 7.73% |
$2.22M - $2.23M
|
282K
$31.1M
|
|
|
Oct 09, 2025
Q3 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
20K+ 19.25% |
$2.2M - $2.21M
|
124K
$13.7M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
19.3K+ 15.27% |
$2.12M - $2.13M
|
146K
$16.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Camden Capital, LLC
|
BUY
|
- |
18.6KNew |
$2.04M - $2.05M
|
18.6K
$2.05M
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
17.7K+ 65.49% |
$1.95M - $1.96M
|
44.8K
$4.94M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
17.6K+ 6.08% |
$1.94M - $1.95M
|
308K
$33.9M
|
|
|
Oct 30, 2025
Q3 2025
|
Cva Family Office, LLC
|
BUY
|
- |
16.4K+ 38.06% |
$1.81M - $1.82M
|
59.6K
$6.58M
|
|
|
Oct 31, 2025
Q3 2025
|
Patten & Patten Inc
|
BUY
|
- |
16.3KNew |
$1.8M - $1.8M
|
16.3K
$1.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
16KNew |
$1.76M - $1.76M
|
16K
$1.76M
|
|