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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2025
Q1 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-840- 9.55% |
$92.5K - $92.8K
|
7.96K
$876K
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-819- 5.27% |
$90.2K - $90.5K
|
14.7K
$1.62M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-815- 7.42% |
$89.7K - $90.1K
|
10.2K
$1.12M
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-813- 85.76% |
$89.5K - $89.8K
|
135
$14.9K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-775- 10.18% |
$85.3K - $85.6K
|
6.84K
$753K
|
|
|
May 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-756- 6.89% |
$83.2K - $83.5K
|
10.2K
$1.12M
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-725- 9.51% |
$79.8K - $80.1K
|
6.9K
$759K
|
|
|
Apr 30, 2025
Q1 2025
|
Values First Advisors, Inc.
|
SELL
|
- |
-688- 46.17% |
$75.8K - $76K
|
802
$88.3K
|
|
|
May 05, 2025
Q1 2025
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-685- 4.79% |
$75.4K - $75.7K
|
13.6K
$1.5M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-616- 15.31% |
$67.8K - $68.1K
|
3.41K
$375K
|
|
|
May 01, 2025
Q1 2025
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-600- 3.08% |
$66.1K - $66.3K
|
18.9K
$2.08M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-581- 52.53% |
$64K - $64.2K
|
525
$57.8K
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-551- 4.14% |
$60.7K - $60.9K
|
12.8K
$1.4M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-519- 33.86% |
$57.1K - $57.4K
|
1.01K
$112K
|
|
|
Apr 15, 2025
Q1 2025
|
Atwood & Palmer Inc
|
SELL
|
- |
-502- 5.69% |
$55.3K - $55.5K
|
8.32K
$915K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-477- 20.07% |
$52.5K - $52.7K
|
1.9K
$209K
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-464- 4.31% |
$51.1K - $51.3K
|
10.3K
$1.13M
|
|
|
May 06, 2025
Q1 2025
|
Kdk Private Wealth Management, LLC
Houston, TX |
SELL
|
- |
-437- 1.61% |
$48.1K - $48.3K
|
26.7K
$2.94M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-430- 0.47% |
$47.3K - $47.5K
|
91.6K
$10.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
SELL
|
- |
-421- 18.85% |
$46.4K - $46.5K
|
1.81K
$200K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-419- 9.87% |
$46.1K - $46.3K
|
3.83K
$421K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-418- 86.36% |
$46K - $46.2K
|
66
$7.27K
|
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-409- 7.38% |
$45K - $45.2K
|
5.13K
$565K
|
|
|
May 14, 2025
Q1 2025
|
Hudson Portfolio Management LLC
Garrison, NY |
SELL
|
- |
-400- 6.96% |
$44K - $44.2K
|
5.35K
$589K
|
|
|
Apr 21, 2025
Q1 2025
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-393- 9.74% |
$43.3K - $43.4K
|
3.64K
$401K
|
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-369- 70.83% |
$40.6K - $40.8K
|
152
$16.7K
|
|
|
May 14, 2025
Q1 2025
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-358- 3.54% |
$39.4K - $39.6K
|
9.77K
$1.08M
|
|
|
May 01, 2025
Q1 2025
|
A&I Financial Services, LLC
Lone Tree, CO |
SELL
|
- |
-348- 13.19% |
$38.3K - $38.5K
|
2.29K
$252K
|
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-339- 6.09% |
$37.3K - $37.5K
|
5.23K
$576K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-335- 3.09% |
$36.9K - $37K
|
10.5K
$1.15M
|
|
|
May 15, 2025
Q1 2025
|
Farringdon Capital, Ltd.
London, X0 |
SELL
|
- |
-311- 0.33% |
$34.2K - $34.4K
|
95.1K
$10.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-306- 86.44% |
$33.7K - $33.8K
|
48
$5.28K
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-285- 4.73% |
$31.4K - $31.5K
|
5.74K
$632K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-267- 32.17% |
$29.4K - $29.5K
|
563
$62K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-241- 15.62% |
$26.5K - $26.6K
|
1.3K
$143K
|
|
|
May 02, 2025
Q1 2025
|
Pecaut & Co.
|
SELL
|
- |
-237- 4.39% |
$26.1K - $26.2K
|
5.16K
$568K
|
|
|
Apr 25, 2025
Q1 2025
|
J.Safra Asset Management Corp
|
SELL
|
- |
-233- 9.97% |
$25.7K - $25.7K
|
2.1K
$231K
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-204- 9.71% |
$22.5K - $22.5K
|
1.9K
$209K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-193- 2.66% |
$21.3K - $21.3K
|
7.07K
$779K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-189- 5.33% |
$20.8K - $20.9K
|
3.36K
$370K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-175- 2.26% |
$19.3K - $19.3K
|
7.56K
$832K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
SELL
|
- |
-166- 1.26% |
$18.3K - $18.3K
|
13K
$1.43M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-152- 2.52% |
$16.7K - $16.8K
|
5.87K
$646K
|
|
|
May 02, 2025
Q1 2025
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
SELL
|
- |
-139- 0.25% |
$15.3K - $15.4K
|
56.6K
$6.23M
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-136- 5.95% |
$15K - $15K
|
2.15K
$237K
|
|
|
May 14, 2025
Q1 2025
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-135- 1.42% |
$14.9K - $14.9K
|
9.34K
$1.03M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-134- 2.68% |
$14.8K - $14.8K
|
4.87K
$536K
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-123- 0.6% |
$13.5K - $13.6K
|
20.4K
$2.25M
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-120- 2.18% |
$13.2K - $13.3K
|
5.39K
$593K
|
|
|
Apr 22, 2025
Q1 2025
|
Tt Capital Management LLC
Coto De Caza, CA |
SELL
|
- |
-118- 3.07% |
$13K - $13K
|
3.73K
$410K
|