Latest Institutional Sells of Ishares Tr (SHV)
This list provides information on the latest institutional transactions involving Ishares Tr (SHV) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-28.1K- 19.87% |
$3.09M - $3.11M
|
113K
$12.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-22K- 72.26% |
$2.42M - $2.43M
|
8.44K
$931K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-11.9K- 63.53% |
$1.3M - $1.31M
|
6.81K
$751K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-9.05K- 45.53% |
$995K - $1M
|
10.8K
$1.19M
|
|
|
Jan 14, 2025
Q4 2024
|
Edge Wealth Management LLC
|
SELL
|
- |
-7.88K- 74.5% |
$866K - $871K
|
2.7K
$298K
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
SELL
|
- |
-5.7K- 48.58% |
$627K - $630K
|
6.04K
$666K
|
|
|
Jan 14, 2025
Q4 2024
|
Client First Capital LLC
|
SELL
|
- |
-4.68K- 1.52% |
$514K - $517K
|
303K
$33.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-4.49K- 34.71% |
$494K - $497K
|
8.45K
$933K
|
|
|
Jan 14, 2025
Q4 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-4.25K- 15.79% |
$467K - $470K
|
22.7K
$2.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-3.99K- 3.41% |
$439K - $442K
|
113K
$12.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-3.6K- 16.22% |
$396K - $398K
|
18.6K
$2.05M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.16K- 16.28% |
$347K - $349K
|
16.2K
$1.79M
|
|
|
Jan 15, 2025
Q4 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-2.82K- 11.82% |
$309K - $311K
|
21K
$2.32M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-2.75K- 49.38% |
$303K - $305K
|
2.82K
$311K
|
|
|
Jan 13, 2025
Q4 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-1.81K- 38.43% |
$199K - $200K
|
2.9K
$320K
|
|
|
Jan 17, 2025
Q4 2024
|
Lake Hills Wealth Management, LLC
|
SELL
|
- |
-1.77K- 22.49% |
$194K - $195K
|
6.09K
$672K
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
SELL
|
- |
-1.72K- 3.74% |
$189K - $190K
|
44.2K
$4.88M
|
|
|
Jan 14, 2025
Q4 2024
|
Sicart Associates LLC
|
SELL
|
- |
-1.5K- 22.56% |
$165K - $166K
|
5.15K
$568K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.44K- 0.59% |
$158K - $159K
|
244K
$26.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
SELL
|
- |
-1.43K- 6.46% |
$157K - $158K
|
20.7K
$2.28M
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-1.25K- 6.31% |
$138K - $138K
|
18.6K
$2.05M
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-919- 24.24% |
$101K - $102K
|
2.87K
$317K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-849- 4.14% |
$93.3K - $93.9K
|
19.6K
$2.17M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-771- 12.5% |
$84.7K - $85.2K
|
5.4K
$596K
|
|
|
Jan 13, 2025
Q4 2024
|
Leibman Financial Services, Inc.
Louisville, NE |
SELL
|
- |
-719- 6.93% |
$79K - $79.5K
|
9.66K
$1.07M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-681- 1.38% |
$74.9K - $75.3K
|
48.8K
$5.38M
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
SELL
|
- |
-622- 49.17% |
$68.4K - $68.8K
|
643
$70.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-268- 2.75% |
$29.5K - $29.6K
|
9.48K
$1.05M
|
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-250- 2.58% |
$27.5K - $27.6K
|
9.45K
$1.04M
|
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-220- 5.43% |
$24.2K - $24.3K
|
3.83K
$423K
|
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-220- 1.24% |
$24.2K - $24.3K
|
17.5K
$1.94M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-217- 16.07% |
$23.9K - $24K
|
1.13K
$125K
|
|
|
Jan 17, 2025
Q4 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-194- 3.08% |
$21.3K - $21.5K
|
6.1K
$673K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-136- 2.21% |
$14.9K - $15K
|
6.02K
$664K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-90- 3.65% |
$9.89K - $9.95K
|
2.38K
$262K
|
|
|
Jan 13, 2025
Q4 2024
|
New Capital Management LP
|
SELL
|
- |
-86- 0.29% |
$9.45K - $9.51K
|
29.5K
$3.25M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-84- 2.31% |
$9.23K - $9.29K
|
3.55K
$391K
|
|
|
Jan 15, 2025
Q4 2024
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-75- 1.67% |
$8.24K - $8.29K
|
4.42K
$487K
|
|
|
Jan 15, 2025
Q4 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-74- 1.08% |
$8.13K - $8.18K
|
6.75K
$745K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-43- 29.86% |
$4.73K - $4.75K
|
101
$11.1K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
SELL
|
- |
-42- 1.51% |
$4.62K - $4.64K
|
2.74K
$303K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
SELL
|
- |
-25- 0.62% |
$2.75K - $2.76K
|
3.99K
$440K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-8- 0.05% |
$879 - $885
|
17.2K
$1.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
SELL
|
- |
-2- 0.03% |
$220 - $221
|
7.49K
$826K
|
|
|
Jan 13, 2025
Q4 2024
|
Crane Advisory, LLC
Fullerton, CA |
SELL
|
- |
-1- 0.04% |
$110 - $111
|
2.42K
$267K
|
|
| Q3 2024 | |||||||
|
Nov 05, 2024
Q3 2024
|
Hansen & Associates Financial Group, Inc.
Sacramento, CA |
SELL
|
- |
-11.1M- 94.26% |
$1.23B - $1.23B
|
679K
$74.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-935K- 66.32% |
$103M - $103M
|
475K
$52.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-382K- 9.32% |
$42M - $42.2M
|
3.71M
$410M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-337K- 29.69% |
$37.1M - $37.3M
|
799K
$88.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-315K- 19.87% |
$34.6M - $34.8M
|
1.27M
$140M
|
|