Institutional shares held 99.2 Million
2K calls
0 puts
Total value of holdings $11B
$220K calls
$0 puts
# of Institutions 788


Latest Institutional Activity in SHV

Top Purchases

Q1 2025
Marks Wealth, LLC Shares Held: 1.41M ($156M)
Q1 2025
Wealthfront Advisers LLC Shares Held: 1.53M ($169M)
Q1 2025
Oakworth Capital, Inc. Shares Held: 818K ($90.3M)
Q1 2025
Trust CO Shares Held: 711K ($78.6M)
Q1 2025
Hansen & Associates Financial Group, Inc. Shares Held: 978K ($108M)

Top Sells

Q1 2025
Whalen Wealth Management Inc. Shares Held: 91.2K ($10.1M)
Q1 2025
Old National Bancorp Shares Held: 182K ($20.1M)
Q1 2025
Envestnet Asset Management Inc Shares Held: 993K ($110M)
Q1 2025
Archford Capital Strategies, LLC Shares Held: 5.48K ($606K)
Q1 2025
Rfg Advisory, LLC Shares Held: 15.3K ($1.69M)

About SHV

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