Institutional shares held 103 Million
3.8K calls
0 puts
Total value of holdings $11.3B
$419K calls
$0 puts
# of Institutions 727


Latest Institutional Activity in SHV

Top Purchases

Q4 2024
Whalen Wealth Management Inc. Shares Held: 263K ($29M)
Q4 2024
Sg Americas Securities, LLC Shares Held: 105K ($11.6M)
Q4 2024
Spartan Planning & Wealth Management Shares Held: 33.7K ($3.72M)
Q4 2024
True Link Financial Advisors, LLC Shares Held: 551K ($60.8M)
Q4 2024
Advisor Net Financial, Inc Shares Held: 100K ($11.1M)

Top Sells

Q4 2024
Capstone Wealth Management Group, LLC Shares Held: 113K ($12.5M)
Q4 2024
Park Avenue Securities LLC Shares Held: 8.44K ($931K)
Q4 2024
Org Partners LLC Shares Held: 6.81K ($751K)
Q4 2024
Brookstone Capital Management Shares Held: 10.8K ($1.19M)
Q4 2024
Edge Wealth Management LLC Shares Held: 2.7K ($298K)

About SHV

Track Institutional and Insider Activities on SHV

Follow ISHARES TR and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells SHV shares.

Notify only if

Insider Trading

Get notified when an Ishares Tr insider buys or sells SHV shares.

Notify only if

News

Receive news related to ISHARES TR

Track Activities on SHV