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 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.04K- 48.85% |
$115K - $115K
|
1.09K
$121K
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.03K- 29.67% |
$113K - $114K
|
2.44K
$270K
|
|
Sep 26, 2024
Q2 2024
|
Paragon Capital Management Inc
Provo, UT |
SELL
|
- |
-1.02K- 0.79% |
$112K - $113K
|
128K
$14.1M
|
|
Jul 12, 2024
Q2 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-989- 19.02% |
$109K - $109K
|
4.21K
$466K
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-958- 13.16% |
$105K - $106K
|
6.32K
$700K
|
|
Jul 11, 2024
Q2 2024
|
New Capital Management LP
|
SELL
|
- |
-917- 3.03% |
$101K - $101K
|
29.3K
$3.25M
|
|
Jul 16, 2024
Q2 2024
|
Friedenthal Financial
|
SELL
|
- |
-916- 41.69% |
$101K - $101K
|
1.28K
$142K
|
|
Jul 24, 2024
Q2 2024
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-902- 7.49% |
$99.3K - $99.7K
|
11.1K
$1.23M
|
|
Aug 14, 2024
Q2 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-860- 7.74% |
$94.6K - $95K
|
10.3K
$1.13M
|
|
Aug 13, 2024
Q2 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-835- 8.36% |
$91.9K - $92.3K
|
9.15K
$1.01M
|
|
Aug 07, 2024
Q2 2024
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-815- 4.59% |
$89.7K - $90.1K
|
16.9K
$1.87M
|
|
Aug 14, 2024
Q2 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-805- 5.7% |
$88.6K - $89K
|
13.3K
$1.47M
|
|
Jul 19, 2024
Q2 2024
|
Cpr Investments Inc.
Rochester, MI |
SELL
|
- |
-799- 6.65% |
$87.9K - $88.3K
|
11.2K
$1.24M
|
|
Jul 26, 2024
Q2 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-795- 0.54% |
$87.5K - $87.9K
|
145K
$16.1M
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-783- 12.99% |
$86.2K - $86.5K
|
5.25K
$580K
|
|
Aug 13, 2024
Q2 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-749- 5.6% |
$82.4K - $82.8K
|
12.6K
$1.4M
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-676- 1.18% |
$74.4K - $74.7K
|
56.8K
$6.28M
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
SELL
|
- |
-616- 2.86% |
$67.8K - $68.1K
|
20.9K
$2.32M
|
|
Aug 14, 2024
Q2 2024
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-610- 2.9% |
$67.1K - $67.4K
|
20.4K
$2.26M
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-605- 0.13% |
$66.6K - $66.9K
|
459K
$50.8M
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-582- 16.72% |
$64K - $64.3K
|
2.9K
$321K
|
|
Aug 13, 2024
Q2 2024
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-565- 1.38% |
$62.2K - $62.4K
|
40.3K
$4.46M
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-562- 2.2% |
$61.8K - $62.1K
|
25K
$2.77M
|
|
Jul 31, 2024
Q2 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-555- 0.92% |
$61.1K - $61.3K
|
59.9K
$6.63M
|
|
Jul 16, 2024
Q2 2024
|
Financial Architects, LLC
Woodstock, GA |
SELL
|
- |
-555- 15.81% |
$61.1K - $61.3K
|
2.96K
$327K
|
|
Jul 19, 2024
Q2 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-554- 5.75% |
$61K - $61.2K
|
9.08K
$1M
|
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-551- 3.44% |
$60.6K - $60.9K
|
15.5K
$1.71M
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-546- 11.39% |
$60.1K - $60.3K
|
4.25K
$470K
|
|
Aug 14, 2024
Q2 2024
|
Vernal Point Advisors, LLC
San Francisco, CA |
SELL
|
- |
-545- 12.35% |
$60K - $60.2K
|
3.87K
$428K
|
|
Aug 14, 2024
Q2 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
SELL
|
- |
-535- 14.77% |
$58.9K - $59.1K
|
3.09K
$342K
|
|
Aug 02, 2024
Q2 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-515- 7.82% |
$56.7K - $56.9K
|
6.07K
$672K
|
|
Jul 23, 2024
Q2 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-515- 12.81% |
$56.7K - $56.9K
|
3.51K
$388K
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-500- 8.76% |
$55K - $55.3K
|
5.21K
$576K
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
SELL
|
- |
-490- 4.93% |
$53.9K - $54.1K
|
9.46K
$1.05M
|
|
Aug 06, 2024
Q2 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-484- 0.27% |
$53.3K - $53.5K
|
176K
$19.4M
|
|
Jul 23, 2024
Q2 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-477- 6.54% |
$52.5K - $52.7K
|
6.81K
$754K
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-461- 2.51% |
$50.7K - $50.9K
|
17.9K
$1.98M
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-454Closed |
$50K - $50.2K
|
0
$0
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-453- 85.8% |
$49.8K - $50.1K
|
75
$8.3K
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
SELL
|
- |
-449- 23.14% |
$49.4K - $49.6K
|
1.49K
$165K
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-403- 64.69% |
$44.3K - $44.5K
|
220
$24.3K
|
|
Jul 08, 2024
Q2 2024
|
Leibman Financial Services, Inc.
Louisville, NE |
SELL
|
- |
-395- 3.55% |
$43.5K - $43.7K
|
10.7K
$1.19M
|
|
Aug 07, 2024
Q2 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-391- 4.47% |
$43K - $43.2K
|
8.36K
$925K
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-367- 71.4% |
$40.4K - $40.6K
|
147
$16.3K
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
SELL
|
- |
-365- 10.28% |
$40.2K - $40.3K
|
3.19K
$352K
|
|
Jul 30, 2024
Q2 2024
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-351- 1.79% |
$38.6K - $38.8K
|
19.2K
$2.13M
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-314- 53.68% |
$34.6K - $34.7K
|
271
$30K
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
SELL
|
- |
-313- 1.47% |
$34.4K - $34.6K
|
21K
$2.32M
|
|
Aug 09, 2024
Q2 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-312- 11.56% |
$34.3K - $34.5K
|
2.39K
$264K
|
|
Jul 15, 2024
Q2 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-302- 6.82% |
$33.2K - $33.4K
|
4.12K
$456K
|