Institutional shares held 101 Million
0 calls
0 puts
Total value of holdings $11.1B
$0 calls
$0 puts
# of Institutions 810


Latest Institutional Activity in SHV

Top Purchases

Q2 2025
Maseco LLP Shares Held: 214K ($23.6M)
Q2 2025
Banque Pictet & Cie Sa Shares Held: 117K ($12.9M)
Q2 2025
Oak Family Advisors, LLC Shares Held: 68.1K ($7.49M)
Q2 2025
Bosman Wealth Management, LLC Shares Held: 28.5K ($3.14M)
Q2 2025
Sovran Advisors, LLC Shares Held: 40.7K ($4.48M)

Top Sells

Q2 2025
Marks Wealth, LLC Shares Held: 481K ($52.9M)
Q2 2025
Truist Financial Corp Shares Held: 743K ($81.8M)
Q2 2025
Oakworth Capital, Inc. Shares Held: 679K ($74.7M)
Q2 2025
Hansen & Associates Financial Group, Inc. Shares Held: 846K ($93.2M)
Q2 2025
Arkfeld Wealth Strategies, L.L.C. Shares Held: 13.7K ($1.51M)

About SHV

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