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 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-892- 8.28% |
$98.2K - $98.6K
|
9.88K
$1.09M
|
|
Apr 23, 2024
Q1 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-888- 24.33% |
$97.8K - $98.2K
|
2.76K
$305K
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-796- 12.91% |
$87.6K - $88K
|
5.37K
$593K
|
|
Apr 22, 2024
Q1 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-774- 11.65% |
$85.2K - $85.6K
|
5.87K
$648K
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-754- 13.06% |
$83K - $83.4K
|
5.02K
$555K
|
|
Apr 10, 2024
Q1 2024
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-740- 25.62% |
$81.5K - $81.8K
|
2.15K
$237K
|
|
Apr 18, 2024
Q1 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-725- 6.91% |
$79.8K - $80.2K
|
9.76K
$1.08M
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-712- 21.11% |
$78.4K - $78.7K
|
2.66K
$294K
|
|
May 08, 2024
Q1 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-697- 7.38% |
$76.7K - $77.1K
|
8.75K
$967K
|
|
May 01, 2024
Q1 2024
|
Cadinha & CO LLC
|
SELL
|
- |
-690- 0.77% |
$76K - $76.3K
|
88.7K
$9.8M
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-679- 9.92% |
$74.8K - $75.1K
|
6.17K
$681K
|
|
May 15, 2024
Q1 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-656- 23.62% |
$72.2K - $72.5K
|
2.12K
$234K
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-651- 0.81% |
$71.7K - $72K
|
80.2K
$8.86M
|
|
May 03, 2024
Q1 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-639- 7.25% |
$70.4K - $70.7K
|
8.17K
$903K
|
|
May 15, 2024
Q1 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-625- 1.12% |
$68.8K - $69.1K
|
55K
$6.08M
|
|
May 08, 2024
Q1 2024
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-621- 16.06% |
$68.4K - $68.7K
|
3.25K
$359K
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
SELL
|
- |
-583- 18.38% |
$64.2K - $64.5K
|
2.59K
$286K
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-575- 5.95% |
$63.3K - $63.6K
|
9.09K
$1M
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-559- 2.24% |
$61.6K - $61.8K
|
24.4K
$2.7M
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-532- 6.58% |
$58.6K - $58.8K
|
7.55K
$835K
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
SELL
|
- |
-443- 5.2% |
$48.8K - $49K
|
8.08K
$893K
|
|
Apr 22, 2024
Q1 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
SELL
|
- |
-438- 11.97% |
$48.2K - $48.4K
|
3.22K
$356K
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
SELL
|
- |
-435- 14.96% |
$47.9K - $48.1K
|
2.47K
$273K
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-434- 6.51% |
$47.8K - $48K
|
6.24K
$689K
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
SELL
|
- |
-407- 15.45% |
$44.8K - $45K
|
2.23K
$246K
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-405- 31.13% |
$44.6K - $44.8K
|
896
$99K
|
|
May 10, 2024
Q1 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-393- 3.79% |
$43.3K - $43.5K
|
9.99K
$1.1M
|
|
Apr 15, 2024
Q1 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-365- 4.16% |
$40.2K - $40.4K
|
8.4K
$928K
|
|
May 08, 2024
Q1 2024
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-355- 4.1% |
$39.1K - $39.3K
|
8.3K
$917K
|
|
May 02, 2024
Q1 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-345- 6.32% |
$38K - $38.1K
|
5.11K
$565K
|
|
Apr 23, 2024
Q1 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-340- 19.3% |
$37.4K - $37.6K
|
1.42K
$157K
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-329- 3.63% |
$36.2K - $36.4K
|
8.73K
$965K
|
|
Apr 15, 2024
Q1 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-325- 4.06% |
$35.8K - $35.9K
|
7.68K
$848K
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-312- 7.81% |
$34.4K - $34.5K
|
3.69K
$407K
|
|
May 15, 2024
Q1 2024
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-300- 1.39% |
$33K - $33.2K
|
21.2K
$2.34M
|
|
May 01, 2024
Q1 2024
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-286- 4.65% |
$31.5K - $31.6K
|
5.87K
$649K
|
|
Apr 17, 2024
Q1 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-275- 2.65% |
$30.3K - $30.4K
|
10.1K
$1.12M
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-275- 6.74% |
$30.3K - $30.4K
|
3.81K
$420K
|
|
Apr 16, 2024
Q1 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-273- 5.81% |
$30.1K - $30.2K
|
4.43K
$489K
|
|
May 10, 2024
Q1 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-262- 12.57% |
$28.8K - $29K
|
1.82K
$201K
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-250- 92.94% |
$27.5K - $27.6K
|
19
$2.1K
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-249- 8.42% |
$27.4K - $27.5K
|
2.71K
$299K
|
|
Apr 24, 2024
Q1 2024
|
Greenspring Advisors, LLC
|
SELL
|
- |
-226- 1.48% |
$24.9K - $25K
|
15.1K
$1.67M
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-219- 8.86% |
$24.1K - $24.2K
|
2.25K
$249K
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-215- 0.32% |
$23.7K - $23.8K
|
66.9K
$7.39M
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-210- 13.2% |
$23.1K - $23.2K
|
1.38K
$153K
|
|
May 07, 2024
Q1 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-210- 0.11% |
$23.1K - $23.2K
|
199K
$22M
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-210- 7.6% |
$23.1K - $23.2K
|
2.55K
$282K
|
|
Apr 29, 2024
Q1 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-202- 7.6% |
$22.2K - $22.3K
|
2.46K
$271K
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-200- 6.67% |
$22K - $22.1K
|
2.8K
$309K
|