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 |
---|---|---|---|---|---|---|---|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-6.5K- 15.16% |
$715K - $718K
|
36.4K
$4.02M
|
|
Apr 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-6.39K- 49.23% |
$703K - $706K
|
6.59K
$728K
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-6.24K- 5.64% |
$688K - $690K
|
104K
$11.5M
|
|
Apr 12, 2024
Q1 2024
|
Worth Asset Management, LLC
|
SELL
|
- |
-6.11K- 24.99% |
$673K - $676K
|
18.4K
$2.03M
|
|
Apr 10, 2024
Q1 2024
|
Selway Asset Management
Boise, ID |
SELL
|
- |
-6.11K- 3.51% |
$672K - $675K
|
168K
$18.6M
|
|
May 13, 2024
Q1 2024
|
United Bank
Vienna, VA |
SELL
|
- |
-5.96K- 9.15% |
$656K - $658K
|
59.1K
$6.53M
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-5.71K- 39.96% |
$629K - $632K
|
8.59K
$949K
|
|
May 01, 2024
Q1 2024
|
James Investment Research Inc
|
SELL
|
- |
-5.71K- 10.47% |
$628K - $631K
|
48.8K
$5.39M
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-5.66K- 19.4% |
$624K - $626K
|
23.5K
$2.6M
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-5.66K- 45.88% |
$623K - $625K
|
6.67K
$737K
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-5.5K- 49.05% |
$605K - $608K
|
5.71K
$631K
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-5.43K- 29.01% |
$598K - $601K
|
13.3K
$1.47M
|
|
May 14, 2024
Q1 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-5.38K- 22.94% |
$592K - $594K
|
18.1K
$1.99M
|
|
Apr 29, 2024
Q1 2024
|
Sierra Capital LLC
|
SELL
|
- |
-5.3K- 15.04% |
$584K - $586K
|
29.9K
$3.31M
|
|
May 08, 2024
Q1 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-5.25K- 4.68% |
$578K - $580K
|
107K
$11.8M
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-5.09K- 23.07% |
$561K - $563K
|
17K
$1.88M
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-4.62K- 3.38% |
$509K - $511K
|
132K
$14.6M
|
|
Apr 09, 2024
Q1 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-4.57K- 4.04% |
$504K - $506K
|
109K
$12M
|
|
May 09, 2024
Q1 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-4.43K- 62.84% |
$488K - $490K
|
2.62K
$290K
|
|
May 08, 2024
Q1 2024
|
Calamos Wealth Management LLC
|
SELL
|
- |
-4.4K- 7.51% |
$485K - $487K
|
54.2K
$5.99M
|
|
Apr 16, 2024
Q1 2024
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-4.32K- 5.32% |
$475K - $477K
|
76.8K
$8.49M
|
|
May 02, 2024
Q1 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-4.24K- 27.6% |
$466K - $468K
|
11.1K
$1.23M
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-4.11K- 2.76% |
$452K - $454K
|
145K
$16M
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4K- 47.42% |
$440K - $442K
|
4.43K
$490K
|
|
May 09, 2024
Q1 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-3.95K- 34.63% |
$434K - $436K
|
7.45K
$823K
|
|
Apr 29, 2024
Q1 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-3.94K- 23.2% |
$434K - $436K
|
13.1K
$1.44M
|
|
May 15, 2024
Q1 2024
|
Ironwood Investment Management LLC
Boston, MA |
SELL
|
- |
-3.85K- 11.79% |
$424K - $425K
|
28.8K
$3.18M
|
|
May 06, 2024
Q1 2024
|
Amg National Trust Bank
|
SELL
|
- |
-3.81K- 8.48% |
$419K - $421K
|
41.1K
$4.54M
|
|
May 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-3.68K- 13.03% |
$406K - $407K
|
24.6K
$2.72M
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-3.63K- 21.82% |
$399K - $401K
|
13K
$1.43M
|
|
May 15, 2024
Q1 2024
|
Innova Wealth Partners
|
SELL
|
- |
-3.57K- 29.92% |
$394K - $395K
|
8.37K
$925K
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-3.57K- 4.9% |
$393K - $394K
|
69.3K
$7.65M
|
|
Apr 12, 2024
Q1 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-3.56K- 19.19% |
$392K - $394K
|
15K
$1.66M
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.45KClosed |
$380K - $381K
|
0
$0
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.31K- 5.4% |
$365K - $366K
|
58K
$6.41M
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.19K- 47.93% |
$351K - $353K
|
3.47K
$383K
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-3.19K- 40.12% |
$351K - $353K
|
4.76K
$526K
|
|
Apr 18, 2024
Q1 2024
|
Udine Wealth Management, Inc.
|
SELL
|
- |
-3K- 2.71% |
$330K - $332K
|
108K
$11.9M
|
|
May 13, 2024
Q1 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-2.96K- 13.47% |
$326K - $327K
|
19K
$2.1M
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
SELL
|
- |
-2.95K- 15.77% |
$324K - $326K
|
15.7K
$1.74M
|
|
Apr 12, 2024
Q1 2024
|
Northwest Quadrant Wealth Management, LLC
|
SELL
|
- |
-2.89K- 0.96% |
$319K - $320K
|
298K
$33M
|
|
May 14, 2024
Q1 2024
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-2.86K- 2.44% |
$315K - $316K
|
114K
$12.6M
|
|
Apr 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-2.85K- 33.74% |
$314K - $315K
|
5.6K
$619K
|
|
May 14, 2024
Q1 2024
|
Destination Wealth Management
|
SELL
|
- |
-2.75K- 18.19% |
$303K - $304K
|
12.4K
$1.37M
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-2.71K- 9.57% |
$298K - $299K
|
25.6K
$2.83M
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-2.58K- 3.44% |
$284K - $286K
|
72.5K
$8.02M
|
|
May 03, 2024
Q1 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-2.58K- 10.81% |
$284K - $285K
|
21.3K
$2.35M
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-2.51K- 1.41% |
$276K - $278K
|
176K
$19.4M
|
|
Apr 11, 2024
Q1 2024
|
Trust CO
|
SELL
|
- |
-2.41K- 0.65% |
$265K - $266K
|
366K
$40.4M
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.39K- 3.76% |
$263K - $264K
|
61K
$6.75M
|