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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-18.8K- 14.86% |
$2.07M - $2.08M
|
108K
$11.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-18.6K- 45.45% |
$2.05M - $2.06M
|
22.4K
$2.47M
|
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
SELL
|
- |
-18.5K- 4.57% |
$2.04M - $2.05M
|
387K
$42.7M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-18.5K- 49.77% |
$2.04M - $2.05M
|
18.7K
$2.06M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-18.5K- 31.75% |
$2.03M - $2.04M
|
39.7K
$4.39M
|
|
|
Oct 10, 2024
Q3 2024
|
Selway Asset Management
Boise, ID |
SELL
|
- |
-17.8K- 9.88% |
$1.96M - $1.97M
|
162K
$17.9M
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-17.2K- 40.63% |
$1.89M - $1.9M
|
25.1K
$2.77M
|
|
|
Oct 07, 2024
Q3 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-17.1K- 46.38% |
$1.89M - $1.9M
|
19.8K
$2.19M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-16.2K- 27.76% |
$1.78M - $1.79M
|
42.1K
$4.65M
|
|
|
Nov 07, 2024
Q3 2024
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-16.1K- 69.52% |
$1.78M - $1.78M
|
7.07K
$781K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-15.6K- 15.6% |
$1.72M - $1.73M
|
84.4K
$9.31M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-15.5K- 20.59% |
$1.71M - $1.72M
|
59.9K
$6.61M
|
|
|
Oct 16, 2024
Q3 2024
|
Paragon Capital Management Inc
Provo, UT |
SELL
|
- |
-15.3K- 11.93% |
$1.68M - $1.69M
|
113K
$12.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-15.1K- 72.02% |
$1.66M - $1.67M
|
5.86K
$647K
|
|
|
Nov 12, 2024
Q3 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-15.1K- 61.26% |
$1.66M - $1.67M
|
9.54K
$1.05M
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-13.9K- 69.14% |
$1.53M - $1.54M
|
6.21K
$685K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-13.5K- 35.87% |
$1.48M - $1.49M
|
24K
$2.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Family Management Corp
New York, NY |
SELL
|
- |
-13.3K- 3.33% |
$1.47M - $1.48M
|
387K
$42.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-13.2K- 27.46% |
$1.45M - $1.46M
|
34.9K
$3.85M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-12.2K- 35.5% |
$1.34M - $1.35M
|
22.2K
$2.45M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-12.1K- 24.55% |
$1.33M - $1.33M
|
37.1K
$4.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-11.5K- 4.3% |
$1.26M - $1.27M
|
255K
$28.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-10.8K- 49.43% |
$1.19M - $1.2M
|
11.1K
$1.22M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-10.7K- 45.36% |
$1.18M - $1.18M
|
12.9K
$1.42M
|
|
|
Oct 30, 2024
Q3 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-10.5K- 47.94% |
$1.16M - $1.16M
|
11.4K
$1.26M
|
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-10.1K- 51.7% |
$1.11M - $1.11M
|
9.39K
$1.04M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-9.32K- 12.96% |
$1.03M - $1.03M
|
62.6K
$6.91M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-9.21K- 37.96% |
$1.01M - $1.02M
|
15.1K
$1.66M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-7.96K- 4.61% |
$876K - $881K
|
165K
$18.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-7.85K- 89.78% |
$864K - $868K
|
893
$98.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-7.56K- 18.74% |
$832K - $836K
|
32.8K
$3.62M
|
|
|
Nov 18, 2024
Q3 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-7.56K- 4.02% |
$832K - $836K
|
181K
$19.9M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-7.44K- 19.29% |
$819K - $823K
|
31.1K
$3.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-7.07K- 60.67% |
$778K - $782K
|
4.59K
$506K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-7.03K- 98.39% |
$774K - $778K
|
115
$12.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-7.03K- 26.48% |
$773K - $777K
|
19.5K
$2.15M
|
|
|
Oct 31, 2024
Q3 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-6.98K- 49.75% |
$769K - $773K
|
7.06K
$779K
|
|
|
Nov 07, 2024
Q3 2024
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-6.85K- 33.5% |
$754K - $758K
|
13.6K
$1.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-6.69K- 26.3% |
$736K - $740K
|
18.7K
$2.07M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-6.68K- 26.73% |
$735K - $739K
|
18.3K
$2.02M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-6.2K- 0.9% |
$682K - $686K
|
684K
$75.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-6.16K- 32.15% |
$678K - $682K
|
13K
$1.44M
|
|
|
Oct 21, 2024
Q3 2024
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-5.99K- 7.77% |
$659K - $662K
|
71.1K
$7.84M
|
|
|
Nov 06, 2024
Q3 2024
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-5.52K- 30.12% |
$608K - $611K
|
12.8K
$1.41M
|
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-5.33K- 15.21% |
$586K - $589K
|
29.7K
$3.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-5.31K- 16.88% |
$584K - $588K
|
26.2K
$2.89M
|
|
|
Oct 28, 2024
Q3 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-5.23K- 16.44% |
$576K - $579K
|
26.6K
$2.93M
|
|
|
Oct 22, 2024
Q3 2024
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-5.22K- 4.25% |
$574K - $577K
|
117K
$13M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-5.11K- 33.39% |
$563K - $566K
|
10.2K
$1.13M
|
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-4.98K- 3.2% |
$548K - $551K
|
151K
$16.6M
|