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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2025
Q3 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-143- 4.43% |
$15.7K - $15.8K
|
3.09K
$340K
|
|
|
Oct 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-140- 4.35% |
$15.4K - $15.5K
|
3.08K
$339K
|
|
|
Nov 05, 2025
Q3 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
SELL
|
- |
-134- 6.81% |
$14.7K - $14.8K
|
1.83K
$202K
|
|
|
Nov 10, 2025
Q3 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-122- 4.08% |
$13.4K - $13.5K
|
2.87K
$316K
|
|
|
Oct 28, 2025
Q3 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-110- 1.69% |
$12.1K - $12.2K
|
6.38K
$704K
|
|
|
Oct 20, 2025
Q3 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
SELL
|
- |
-101- 2.38% |
$11.1K - $11.2K
|
4.14K
$456K
|
|
|
Oct 23, 2025
Q3 2025
|
Finley Financial, LLC
Las Vegas, NV |
SELL
|
- |
-100- 1.47% |
$11K - $11K
|
6.69K
$737K
|
|
|
Oct 22, 2025
Q3 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-86- 2.54% |
$9.47K - $9.5K
|
3.3K
$364K
|
|
|
Nov 07, 2025
Q3 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-84- 1.16% |
$9.25K - $9.28K
|
7.17K
$791K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
SELL
|
- |
-79- 1.86% |
$8.69K - $8.73K
|
4.17K
$460K
|
|
|
Nov 10, 2025
Q3 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-69- 1.42% |
$7.59K - $7.62K
|
4.78K
$527K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
SELL
|
- |
-68- 0.28% |
$7.48K - $7.51K
|
24.2K
$2.67M
|
|
|
Oct 22, 2025
Q3 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-65- 0.66% |
$7.15K - $7.18K
|
9.76K
$1.08M
|
|
|
Nov 07, 2025
Q3 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-64- 2.43% |
$7.04K - $7.07K
|
2.57K
$283K
|
|
|
Oct 15, 2025
Q3 2025
|
Crane Advisory, LLC
Fullerton, CA |
SELL
|
- |
-52- 1.55% |
$5.72K - $5.75K
|
3.3K
$364K
|
|
|
Oct 29, 2025
Q3 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-50- 0.73% |
$5.5K - $5.52K
|
6.77K
$746K
|
|
|
Oct 28, 2025
Q3 2025
|
Cairn Investment Group, Inc.
|
SELL
|
- |
-50- 1.36% |
$5.5K - $5.52K
|
3.63K
$400K
|
|
|
Oct 22, 2025
Q3 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-50- 0.54% |
$5.5K - $5.52K
|
9.16K
$1.01M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-41- 0.83% |
$4.51K - $4.53K
|
4.93K
$543K
|
|
|
Nov 05, 2025
Q3 2025
|
Black Diamond Financial, LLC
|
SELL
|
- |
-38- 0.56% |
$4.18K - $4.2K
|
6.74K
$743K
|
|
|
Nov 10, 2025
Q3 2025
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-37- 0.64% |
$4.07K - $4.09K
|
5.73K
$632K
|
|
|
Nov 14, 2025
Q3 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-36- 0.16% |
$3.96K - $3.98K
|
22.6K
$2.49M
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-36- 21.05% |
$3.96K - $3.98K
|
135
$14.9K
|
|
|
Nov 14, 2025
Q3 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-35- 1.88% |
$3.85K - $3.87K
|
1.82K
$201K
|
|
|
Oct 17, 2025
Q3 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-28- 0.65% |
$3.08K - $3.09K
|
4.27K
$471K
|
|
|
Nov 12, 2025
Q3 2025
|
Mcdonald Partners LLC
|
SELL
|
- |
-26- 0.57% |
$2.86K - $2.87K
|
4.5K
$496K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-14- 26.42% |
$1.54K - $1.55K
|
39
$4.3K
|
|
|
Oct 27, 2025
Q3 2025
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-14- 0.19% |
$1.54K - $1.55K
|
7.42K
$818K
|
|
|
Oct 30, 2025
Q3 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-10- 0.44% |
$1.1K - $1.1K
|
2.25K
$248K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Architects, LLC
Woodstock, GA |
SELL
|
- |
-10- 0.34% |
$1.1K - $1.1K
|
2.96K
$326K
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-8- 0.39% |
$880 - $884
|
2.06K
$227K
|
|
|
Oct 09, 2025
Q3 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-8- 0.13% |
$880 - $884
|
6.29K
$694K
|
|
|
Nov 06, 2025
Q3 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-6- 0.06% |
$660 - $663
|
10.6K
$1.17M
|
|
|
Oct 10, 2025
Q3 2025
|
Clarity Financial LLC
|
SELL
|
- |
-6- 0.2% |
$660 - $663
|
2.96K
$326K
|
|
|
Nov 07, 2025
Q3 2025
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-5- 0.03% |
$550 - $552
|
19.4K
$2.14M
|
|
|
Dec 29, 2025
Q3 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-1- 1.45% |
$110 - $110
|
68
$7.5K
|
|
|
Nov 12, 2025
Q3 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
SELL
|
- |
-1- 5.88% |
$110 - $110
|
16
$1.76K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1- 0.2% |
$110 - $110
|
507
$55.9K
|
|
|
Nov 07, 2025
Q3 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-1- 12.5% |
$110 - $110
|
7
$772
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-1- 0.1% |
$110 - $110
|
975
$108K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1- 10.0% |
$110 - $110
|
9
$993
|
|
| Q2 2025 | |||||||
|
Aug 13, 2025
Q2 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-402K- 98.8% |
$44.3M - $44.4M
|
4.88K
$539K
|
|
|
Aug 12, 2025
Q2 2025
|
Barings LLC
|
SELL
|
- |
-300K- 99.35% |
$33M - $33.1M
|
1.97K
$217K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-55.1K- 64.07% |
$6.06M - $6.08M
|
30.9K
$3.41M
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
SELL
|
- |
-54.9K- 83.44% |
$6.04M - $6.06M
|
10.9K
$1.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Surience Private Wealth LLC
|
SELL
|
- |
-33.8K- 90.58% |
$3.72M - $3.73M
|
3.51K
$388K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-33.5K- 97.99% |
$3.69M - $3.7M
|
688
$75.9K
|
|
|
Jul 25, 2025
Q2 2025
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-12.7K- 67.45% |
$1.4M - $1.41M
|
6.15K
$678K
|
|
|
Aug 22, 2025
Q2 2025
|
Tt Capital Management LLC
Coto De Caza, CA |
SELL
|
- |
-11.8K- 75.87% |
$1.3M - $1.31M
|
3.76K
$415K
|
|
|
Aug 14, 2025
Q2 2025
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-7.05K- 7.63% |
$776K - $779K
|
85.4K
$9.42M
|
|