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 |
---|---|---|---|---|---|---|---|
Aug 03, 2021
Q2 2021
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-2.79KClosed |
$308K - $308K
|
0
$0
|
|
Jul 26, 2021
Q2 2021
|
Executive Wealth Management, LLC
|
SELL
|
- |
-2.51KClosed |
$277K - $278K
|
0
$0
|
|
Jul 29, 2021
Q2 2021
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-2.23KClosed |
$246K - $246K
|
0
$0
|
|
Jul 07, 2021
Q2 2021
|
Regency Capital Management Inc.\De
|
SELL
|
- |
-1.52KClosed |
$168K - $168K
|
0
$0
|
|
Jan 02, 2024
Q2 2021
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-500- 16.16% |
$55.2K - $55.3K
|
2.6K
$286K
|
|
Aug 09, 2021
Q2 2021
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-356Closed |
$39.3K - $39.3K
|
0
$0
|
|
Jul 15, 2021
Q2 2021
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-118Closed |
$13K - $13K
|
0
$0
|
|
Aug 04, 2021
Q2 2021
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-44Closed |
$4.86K - $4.86K
|
0
$0
|
|
Jul 28, 2021
Q2 2021
|
Hc Financial Advisors Inc
|
SELL
|
- |
-27Closed |
$2.98K - $2.98K
|
0
$0
|
|
Jul 22, 2021
Q2 2021
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-27Closed |
$2.98K - $2.98K
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Grandview Asset Management LLC
|
SELL
|
- |
-4Closed |
$442 - $442
|
0
$0
|
|
Q1 2021 | |||||||
May 17, 2021
Q1 2021
|
Covalis Capital LLP
London, X0 |
SELL
|
- |
-53.3K- 84.2% |
$5.89M - $5.89M
|
10K
$1.1M
|
|
May 17, 2021
Q1 2021
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-13.9KClosed |
$1.53M - $1.53M
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-7.71KClosed |
$852K - $852K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-7.05KClosed |
$779K - $779K
|
0
$0
|
|
May 06, 2021
Q1 2021
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-5.44KClosed |
$601K - $601K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-4.99KClosed |
$552K - $552K
|
0
$0
|
|
Apr 29, 2021
Q1 2021
|
Minot Wealth Management LLC
|
SELL
|
- |
-2.4KClosed |
$265K - $265K
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-1.98KClosed |
$219K - $219K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-1.42KClosed |
$156K - $156K
|
0
$0
|
|
Apr 15, 2021
Q1 2021
|
Burt Wealth Advisors
|
SELL
|
- |
-555Closed |
$61.3K - $61.3K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-405- 43.5% |
$44.8K - $44.8K
|
526
$58K
|
|
May 14, 2021
Q1 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-359Closed |
$39.7K - $39.7K
|
0
$0
|
|
May 18, 2021
Q1 2021
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-335Closed |
$37K - $37K
|
0
$0
|
|
Apr 19, 2021
Q1 2021
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-132Closed |
$14.6K - $14.6K
|
0
$0
|
|
Apr 15, 2021
Q1 2021
|
Optimum Investment Advisors
|
SELL
|
- |
-100- 12.5% |
$11.1K - $11.1K
|
700
$77.2K
|
|
May 05, 2021
Q1 2021
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-80Closed |
$8.84K - $8.84K
|
0
$0
|
|
Apr 16, 2021
Q1 2021
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-43Closed |
$4.75K - $4.75K
|
0
$0
|
|
May 03, 2021
Q1 2021
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-19Closed |
$2.1K - $2.1K
|
0
$0
|
|
Q4 2020 | |||||||
Jan 21, 2021
Q4 2020
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-311KClosed |
$34.4M - $34.5M
|
0
$0
|
|
Jan 28, 2021
Q4 2020
|
Simpli Fi, Inc.
|
SELL
|
- |
-143KClosed |
$15.8M - $15.8M
|
0
$0
|
|
Jan 12, 2021
Q4 2020
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-140KClosed |
$15.5M - $15.5M
|
0
$0
|
|
Feb 08, 2021
Q4 2020
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-76.9KClosed |
$8.5M - $8.51M
|
0
$0
|
|
Feb 11, 2021
Q4 2020
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-38.3KClosed |
$4.23M - $4.24M
|
0
$0
|
|
Jan 19, 2021
Q4 2020
|
Hedeker Wealth, LLC
|
SELL
|
- |
-26.6KClosed |
$2.94M - $2.94M
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-9.92KClosed |
$1.1M - $1.1M
|
0
$0
|
|
Jan 21, 2021
Q4 2020
|
Evergreen Advisors, LLC
|
SELL
|
- |
-9.7KClosed |
$1.07M - $1.07M
|
0
$0
|
|
Feb 04, 2021
Q4 2020
|
Omega Financial Group, LLC
|
SELL
|
- |
-6.62KClosed |
$732K - $733K
|
0
$0
|
|
Feb 10, 2021
Q4 2020
|
May Tech Global Investments, LLC
New York, NY |
SELL
|
- |
-3.61KClosed |
$399K - $400K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Dakota Wealth Management
|
SELL
|
- |
-2.51KClosed |
$277K - $277K
|
0
$0
|
|
May 15, 2024
Q4 2020
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-2KClosed |
$221K - $222K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-1.85KClosed |
$204K - $205K
|
0
$0
|
|
Feb 09, 2021
Q4 2020
|
Biltmore Family Office, LLC
|
SELL
|
- |
-1.46KClosed |
$161K - $162K
|
0
$0
|
|
Feb 17, 2021
Q4 2020
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-1KClosed |
$111K - $111K
|
0
$0
|
|
Feb 09, 2021
Q4 2020
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-410Closed |
$45.3K - $45.4K
|
0
$0
|
|
Jan 20, 2021
Q4 2020
|
Tsfg, LLC
|
SELL
|
- |
-388- 74.9% |
$42.9K - $43K
|
130
$14.3K
|
|
Feb 09, 2021
Q4 2020
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-200Closed |
$22.1K - $22.1K
|
0
$0
|
|
Feb 09, 2021
Q4 2020
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-52- 30.41% |
$5.75K - $5.76K
|
119
$13.1K
|
|
Feb 04, 2021
Q4 2020
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-52Closed |
$5.75K - $5.76K
|
0
$0
|
|
Feb 02, 2021
Q4 2020
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-41Closed |
$4.53K - $4.54K
|
0
$0
|