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 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-495- 69.92% |
$54.5K - $54.7K
|
213
$23.4K
|
|
|
Jul 25, 2023
Q2 2023
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-350- 95.63% |
$38.5K - $38.7K
|
16
$1.76K
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-6- 1.43% |
$660 - $663
|
413
$45.5K
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-286K- 62.03% |
$31.5M - $31.7M
|
175K
$19.3M
|
|
|
Feb 02, 2024
Q1 2023
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-77.6KClosed |
$8.53M - $8.58M
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-51.1K- 83.15% |
$5.62M - $5.65M
|
10.4K
$1.14M
|
|
|
May 10, 2023
Q1 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-33.3K- 33.73% |
$3.66M - $3.68M
|
65.4K
$7.2M
|
|
|
May 12, 2023
Q1 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-20.5K- 43.33% |
$2.25M - $2.26M
|
26.8K
$2.95M
|
|
|
Apr 21, 2023
Q1 2023
|
Forte Asset Management LLC
|
SELL
|
- |
-7.7K- 53.29% |
$847K - $851K
|
6.75K
$743K
|
|
|
May 03, 2023
Q1 2023
|
Adams Wealth Management
|
SELL
|
- |
-6.66K- 50.9% |
$732K - $735K
|
6.42K
$707K
|
|
|
Jun 14, 2023
Q1 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
CALL |
-2.42K- 7.28% |
$266K - $268K
|
30.9K
$3.4M
|
|
|
May 10, 2023
Q1 2023
|
Cardinal Point Wealth Management Partners, LLC
|
SELL
|
- |
-2.42K- 7.28% |
$266K - $268K
|
30.9K
$3.4M
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-542- 21.21% |
$59.6K - $59.9K
|
2.01K
$222K
|
|
|
Apr 24, 2023
Q1 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-414- 11.48% |
$45.5K - $45.7K
|
3.19K
$351K
|
|
|
May 04, 2023
Q1 2023
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-258- 10.64% |
$28.4K - $28.5K
|
2.17K
$238K
|
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-195- 25.66% |
$21.4K - $21.5K
|
565
$62.2K
|
|
|
Apr 17, 2023
Q1 2023
|
Vahanian & Associates Financial Planning Inc.
|
SELL
|
- |
-188- 4.24% |
$20.7K - $20.8K
|
4.24K
$467K
|
|
|
Apr 17, 2023
Q1 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-170- 1.88% |
$18.7K - $18.8K
|
8.85K
$974K
|
|
| Q4 2022 | |||||||
|
Jan 25, 2023
Q4 2022
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-892K- 99.74% |
$97.9M - $98.2M
|
2.36K
$260K
|
|
|
Feb 13, 2023
Q4 2022
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-104K- 44.23% |
$11.4M - $11.5M
|
131K
$14.5M
|
|
|
Jan 19, 2023
Q4 2022
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-82.6K- 86.28% |
$9.07M - $9.1M
|
13.1K
$1.45M
|
|
|
Feb 08, 2023
Q4 2022
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-25K- 46.38% |
$2.74M - $2.75M
|
28.9K
$3.18M
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-18.2K- 93.14% |
$2M - $2M
|
1.34K
$148K
|
|
|
Feb 09, 2023
Q4 2022
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-12.5K- 63.32% |
$1.37M - $1.37M
|
7.22K
$795K
|
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-6.97K- 58.32% |
$764K - $767K
|
4.98K
$548K
|
|
|
Feb 14, 2023
Q4 2022
|
Rmb Capital Management, LLC
|
SELL
|
- |
-3.86K- 30.38% |
$424K - $425K
|
8.85K
$974K
|
|
|
Feb 07, 2023
Q4 2022
|
Gamble Jones Investment Counsel
|
SELL
|
- |
-1.95K- 1.56% |
$214K - $215K
|
123K
$13.5M
|
|
|
Feb 02, 2023
Q4 2022
|
Palladiem, LLC
|
SELL
|
- |
-1.7K- 12.48% |
$187K - $187K
|
11.9K
$1.31M
|
|
|
Jan 23, 2023
Q4 2022
|
Connable Office Inc
|
SELL
|
- |
-1.7K- 0.83% |
$187K - $187K
|
202K
$22.3M
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-1.05K- 10.91% |
$115K - $116K
|
8.58K
$944K
|
|
|
Feb 09, 2023
Q4 2022
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-445- 6.05% |
$48.8K - $49K
|
6.91K
$761K
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-223- 0.73% |
$24.5K - $24.6K
|
30.2K
$3.33M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-196- 6.08% |
$21.5K - $21.6K
|
3.03K
$333K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-121- 4.89% |
$13.3K - $13.3K
|
2.35K
$259K
|
|
|
Feb 01, 2023
Q4 2022
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-73- 3.6% |
$8.01K - $8.04K
|
1.96K
$215K
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-13- 22.41% |
$1.43K - $1.43K
|
45
$4.95K
|
|
| Q3 2022 | |||||||
|
Nov 04, 2022
Q3 2022
|
Milliman Financial Risk Management LLC
Chicago, IL |
SELL
|
- |
-2.86M- 13.57% |
$314M - $314M
|
18.2M
$2B
|
|
|
Nov 08, 2022
Q3 2022
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-59.3K- 57.88% |
$6.51M - $6.53M
|
43.1K
$4.75M
|
|
|
Oct 17, 2022
Q3 2022
|
Strategic Equity Management
|
SELL
|
- |
-53.7K- 33.41% |
$5.9M - $5.91M
|
107K
$11.8M
|
|
|
Oct 12, 2022
Q3 2022
|
Emerald Advisors, LLC
|
SELL
|
- |
-10.9K- 41.11% |
$1.2M - $1.2M
|
15.7K
$1.72M
|
|
|
Nov 14, 2022
Q3 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-9.65K- 75.03% |
$1.06M - $1.06M
|
3.21K
$354K
|
|
|
Nov 01, 2022
Q3 2022
|
Fortem Financial Group, LLC
|
SELL
|
- |
-2.64K- 42.84% |
$290K - $290K
|
3.52K
$387K
|
|
|
May 15, 2023
Q3 2022
|
Northstar Asset Management Inc
Boston, MA |
SELL
|
- |
-2.35KClosed |
$258K - $258K
|
0
$0
|
|
|
Mar 11, 2024
Q3 2022
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-1.94KClosed |
$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
$491K
|
|
|
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
$5.07M
|
|
|
Jan 03, 2023
Q3 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-556- 9.86% |
$61.1K - $61.2K
|
5.08K
$559K
|
|