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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2025
Q2 2025
|
Marks Wealth, LLC
|
SELL
|
- |
-929K- 65.9% |
$102M - $103M
|
481K
$52.9M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-272K- 26.78% |
$29.9M - $30M
|
743K
$81.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-139K- 16.96% |
$15.3M - $15.3M
|
679K
$74.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Hansen & Associates Financial Group, Inc.
Sacramento, CA |
SELL
|
- |
-132K- 13.49% |
$14.5M - $14.6M
|
846K
$93.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
SELL
|
- |
-70K- 38.57% |
$7.71M - $7.74M
|
112K
$12.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Arkfeld Wealth Strategies, L.L.C.
|
SELL
|
- |
-58.1K- 80.87% |
$6.4M - $6.42M
|
13.7K
$1.51M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-54.5K- 3.59% |
$5.99M - $6.01M
|
1.46M
$161M
|
|
|
Jul 15, 2025
Q2 2025
|
Surience Private Wealth LLC
|
SELL
|
- |
-33.8K- 90.58% |
$3.72M - $3.73M
|
3.51K
$387K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-33.5K- 97.99% |
$3.69M - $3.7M
|
688
$75.7K
|
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
SELL
|
- |
-8.29K- 46.89% |
$912K - $915K
|
9.39K
$1.03M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-6.67K- 12.23% |
$734K - $736K
|
47.8K
$5.26M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-6.1K- 20.38% |
$671K - $674K
|
23.8K
$2.62M
|
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-5.96K- 13.42% |
$656K - $658K
|
38.4K
$4.23M
|
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-5.91K- 10.85% |
$651K - $653K
|
48.6K
$5.35M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-5.31K- 8.46% |
$585K - $587K
|
57.5K
$6.33M
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
SELL
|
- |
-4.85K- 8.92% |
$534K - $536K
|
49.5K
$5.45M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-3.87K- 16.61% |
$426K - $428K
|
19.4K
$2.14M
|
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-3.83K- 66.67% |
$421K - $423K
|
1.91K
$211K
|
|
|
Jul 17, 2025
Q2 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-3.79K- 51.47% |
$418K - $419K
|
3.58K
$394K
|
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-3.55K- 45.25% |
$391K - $392K
|
4.3K
$473K
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-3.48K- 63.44% |
$383K - $384K
|
2.01K
$221K
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-3.03K- 59.39% |
$333K - $334K
|
2.07K
$228K
|
|
|
Jul 21, 2025
Q2 2025
|
Acute Investment Advisory, LLC
Mesa, AZ |
SELL
|
- |
-3.02K- 38.56% |
$332K - $334K
|
4.81K
$530K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.72K- 4.69% |
$300K - $301K
|
55.4K
$6.09M
|
|
|
Jul 16, 2025
Q2 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-2.38K- 28.84% |
$262K - $263K
|
5.88K
$647K
|
|
|
Jul 09, 2025
Q2 2025
|
Leibman Financial Services, Inc.
Louisville, NE |
SELL
|
- |
-2.34K- 24.27% |
$258K - $259K
|
7.31K
$805K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-2.16K- 32.67% |
$238K - $239K
|
4.45K
$490K
|
|
|
Jul 08, 2025
Q2 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-1.95K- 13.05% |
$214K - $215K
|
13K
$1.43M
|
|
|
Jul 16, 2025
Q2 2025
|
Patton Fund Management, Inc.
|
SELL
|
- |
-1.72K- 4.92% |
$190K - $190K
|
33.3K
$3.67M
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-1.44K- 9.89% |
$158K - $159K
|
13.1K
$1.44M
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
SELL
|
- |
-1.15K- 19.2% |
$127K - $127K
|
4.85K
$534K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-902- 15.37% |
$99.3K - $99.6K
|
4.97K
$547K
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-812- 8.75% |
$89.4K - $89.7K
|
8.47K
$932K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-797- 0.51% |
$87.7K - $88K
|
154K
$17M
|
|
|
Jul 21, 2025
Q2 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
SELL
|
- |
-780- 1.95% |
$85.8K - $86.2K
|
39.2K
$4.32M
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-693- 9.65% |
$76.3K - $76.5K
|
6.49K
$714K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-646- 5.07% |
$71.1K - $71.4K
|
12.1K
$1.33M
|
|
|
Jul 09, 2025
Q2 2025
|
Finley Financial, LLC
Las Vegas, NV |
SELL
|
- |
-600- 8.12% |
$66K - $66.3K
|
6.79K
$747K
|
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-579- 23.78% |
$63.7K - $64K
|
1.86K
$204K
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-484- 1.64% |
$53.3K - $53.5K
|
29K
$3.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-458- 0.53% |
$50.4K - $50.6K
|
86.6K
$9.53M
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-380- 10.57% |
$41.8K - $42K
|
3.22K
$354K
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-379- 10.5% |
$41.7K - $41.9K
|
3.23K
$355K
|
|
|
Jul 11, 2025
Q2 2025
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
SELL
|
- |
-375- 9.99% |
$41.3K - $41.4K
|
3.38K
$372K
|
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-279- 11.27% |
$30.7K - $30.8K
|
2.2K
$242K
|
|
|
Jul 16, 2025
Q2 2025
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-270- 2.48% |
$29.7K - $29.8K
|
10.6K
$1.17M
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
SELL
|
- |
-238- 9.03% |
$26.2K - $26.3K
|
2.4K
$264K
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-206- 8.35% |
$22.7K - $22.8K
|
2.26K
$249K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-155- 2.05% |
$17.1K - $17.1K
|
7.42K
$817K
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-153- 1.99% |
$16.8K - $16.9K
|
7.53K
$828K
|