Latest Institutional Sells of Ishares Tr (SHV)

SHV Quotes by TradingView

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
Mar 11, 2024 Q3 2022
Hobart Private Capital, LLC

Charlotte, NC
SELL
 -
-1.94K
Closed
$213K - $213K
0 $0
Nov 14, 2022 Q3 2022
Sei Investments CO

Oaks, PA
SELL
 -
-1.82K
- 44.41%
$200K - $200K
2.28K $251K
Sep 21, 2023 Q3 2022
Jefferies Group LLC

New York, NY
SELL
 -
-1.16K
- 4.07%
$127K - $127K
27.2K $3M
Nov 16, 2022 Q3 2022
Milestone Wealth, LLC

Buffalo, NY
SELL
 -
-1.14K
- 20.29%
$125K - $125K
4.46K $492K
Nov 08, 2022 Q3 2022
Bts Asset Management, Inc.

SELL
 -
-839
- 6.38%
$92.2K - $92.4K
12.3K $1.36M
Nov 02, 2022 Q3 2022
Siena Capital LLC

Cincinnati, OH
SELL
 -
-571
- 1.22%
$62.8K - $62.9K
46.1K $5.08M
Jan 03, 2023 Q3 2022
Cedar Brook Financial Partners, LLC

Cleveland, OH
SELL
 -
-556
- 9.86%
$61.1K - $61.2K
5.08K $560K
Nov 10, 2022 Q3 2022
Covenant Partners, LLC

SELL
 -
-291
- 2.35%
$32K - $32K
12.1K $1.33M
Oct 18, 2022 Q3 2022
Wealthpoint, LLC

SELL
 -
-263
- 3.84%
$28.9K - $29K
6.59K $727K
Nov 02, 2022 Q3 2022
One Ascent Financial Services LLC

Birmingham, AL
SELL
 -
-229
- 9.58%
$25.2K - $25.2K
2.16K $238K
Oct 21, 2022 Q3 2022
Sterling Investment Counsel, LLC

SELL
 -
-114
- 3.24%
$12.5K - $12.6K
3.4K $375K
Oct 24, 2022 Q3 2022
Fundamentun, LLC

Beachwood, OH
SELL
 -
-96
- 4.65%
$10.6K - $10.6K
1.97K $217K
Oct 14, 2022 Q3 2022
Mc Elhenny Sheffield Capital Management, LLC

SELL
 -
-79
- 1.7%
$8.68K - $8.7K
4.57K $504K
Oct 20, 2022 Q3 2022
Cardinal Strategic Wealth Guidance

SELL
 -
-10
- 66.67%
$1.1K - $1.1K
5 $552
Nov 08, 2022 Q3 2022
Tectonic Advisors LLC

Plano, TX
SELL
 -
-5
- 1.54%
$550 - $551
319 $35.2K
Q2 2022
Jul 28, 2022 Q2 2022
3 Edge Asset Management, LP

SELL
 -
-590K
Closed
$64.9M - $65.1M
0 $0
Aug 02, 2022 Q2 2022
Reliant Wealth Planning

SELL
 -
-160K
Closed
$17.5M - $17.6M
0 $0
Aug 15, 2022 Q2 2022
Fure Financial Corp

Bloomington, MN
SELL
 -
-112K
- 99.94%
$12.3M - $12.4M
63 $6.95K
Jul 08, 2022 Q2 2022
Next Capital Advisers, Inc.

SELL
 -
-48.2K
- 5.87%
$5.3M - $5.31M
773K $85.2M
Aug 12, 2022 Q2 2022
55 I, LLC

Boston, MA
SELL
 -
-45.9K
Closed
$5.05M - $5.07M
0 $0
Aug 11, 2022 Q2 2022
Clear Perspectives Financial Planning, LLC

Cincinnati, OH
SELL
 -
-45K
- 29.43%
$4.95M - $4.96M
108K $11.9M
Jul 19, 2022 Q2 2022
Lake Point Wealth Management

SELL
 -
-42.3K
- 99.9%
$4.65M - $4.67M
41 $4.52K
Jul 08, 2022 Q2 2022
Wealth Alliance Advisory Group, LLC

SELL
 -
-28.7K
Closed
$3.15M - $3.16M
0 $0
Aug 25, 2023 Q2 2022
Financial & Tax Architects, LLC

St Louis, MO
SELL
 -
-15.8K
Closed
$1.74M - $1.74M
0 $0
Jul 11, 2022 Q2 2022
Orser Capital Management, LLC

SELL
 -
-15.5K
Closed
$1.7M - $1.7M
0 $0
Jul 21, 2022 Q2 2022
Market Street Wealth Management Advisors LLC

SELL
 -
-15.4K
Closed
$1.7M - $1.7M
0 $0
Aug 02, 2022 Q2 2022
Pinnacle Associates LTD

SELL
 -
-13K
Closed
$1.43M - $1.44M
0 $0
Aug 01, 2022 Q2 2022
Pinnacle Wealth Management Advisory Group, LLC

SELL
 -
-12.2K
Closed
$1.34M - $1.34M
0 $0
Aug 16, 2022 Q2 2022
Braun Bostich & Associates Inc.

Canonsburg, PA
SELL
 -
-11K
- 84.57%
$1.2M - $1.21M
2K $220K
Jul 13, 2022 Q2 2022
Blue Zone Wealth Advisors, LLC

SELL
 -
-9.16K
Closed
$1.01M - $1.01M
0 $0
Jul 01, 2022 Q2 2022
Eisner Amper Wealth Management Corporate Benefits, LLC

Iselin, NJ
SELL
 -
-7.93K
Closed
$872K - $874K
0 $0
Aug 15, 2022 Q2 2022
Eaton Vance Management

Boston, MA
SELL
 -
-6.85K
Closed
$753K - $755K
0 $0
Aug 15, 2022 Q2 2022
Frontier Wealth Management LLC

Kansas City, MO
SELL
 -
-6.45K
- 18.27%
$709K - $712K
28.9K $3.18M
Jul 25, 2022 Q2 2022
Mattern Wealth Management LLC

SELL
 -
-5.75K
Closed
$632K - $634K
0 $0
Aug 25, 2022 Q2 2022
Smi Advisory Services, LLC

Columbus, IN
SELL
 -
-5.29K
Closed
$582K - $583K
0 $0
Aug 04, 2022 Q2 2022
Barber Financial Group, Inc.

SELL
 -
-4.35K
Closed
$478K - $480K
0 $0
Aug 05, 2022 Q2 2022
Horizon Kinetics Asset Management LLC

SELL
 -
-3.46K
Closed
$380K - $381K
0 $0
Aug 12, 2022 Q2 2022
Manhattan West Asset Management, LLC

Los Angeles, CA
SELL
 -
-3.18K
Closed
$350K - $351K
0 $0
Aug 15, 2022 Q2 2022
Transparent Wealth Partners LLC

Little Rock, AR
SELL
 -
-3.06K
Closed
$336K - $337K
0 $0
Jul 25, 2022 Q2 2022
First Purpose Wealth LLC

SELL
 -
-2.78K
Closed
$306K - $306K
0 $0
Aug 09, 2022 Q2 2022
Nicholas Hoffman & Company, Llc.

Atlanta, GA
SELL
 -
-2.07K
Closed
$228K - $228K
0 $0
Aug 09, 2022 Q2 2022
Summit Trail Advisors, LLC

New York, NY
SELL
 -
-2.01K
Closed
$221K - $222K
0 $0
Jul 25, 2022 Q2 2022
Allspring Global Investments Holdings, LLC

SELL
 -
-2K
- 3.31%
$220K - $221K
58.4K $6.44M
Jul 12, 2022 Q2 2022
Exane Derivatives

SELL
 -
-1.41K
Closed
$155K - $156K
0 $0
Aug 04, 2022 Q2 2022
Cutler Group LP

SELL
 -
-1.1K
Closed
$121K - $121K
0 $0
Jul 19, 2022 Q2 2022
Tarbox Family Office, Inc.

SELL
 -
-902
Closed
$99.2K - $99.5K
0 $0
Aug 11, 2022 Q2 2022
Avion Wealth

The Woodlands, TX
SELL
 -
-760
- 53.45%
$83.6K - $83.8K
662 $73K
Aug 03, 2022 Q2 2022
Emerson Wealth, LLC

SELL
 -
-738
- 1.53%
$81.2K - $81.4K
47.6K $5.26M
Aug 15, 2022 Q2 2022
Wealth Quarterback LLC

Toms River, NJ
SELL
 -
-353
Closed
$38.8K - $38.9K
0 $0

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