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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2024
Q2 2024
|
Worth Asset Management, LLC
|
SELL
|
- |
-4.93K- 26.88% |
$543K - $545K
|
13.4K
$1.48M
|
|
|
Jul 30, 2024
Q2 2024
|
Cadinha & CO LLC
|
SELL
|
- |
-4.48K- 5.05% |
$493K - $495K
|
84.2K
$9.29M
|
|
|
Jul 23, 2024
Q2 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-4K- 68.2% |
$440K - $442K
|
1.87K
$206K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-3.59K- 2.77% |
$394K - $396K
|
126K
$13.9M
|
|
|
Jul 11, 2024
Q2 2024
|
Cherrydale Wealth Management, LLC
|
SELL
|
- |
-3.56K- 42.64% |
$392K - $393K
|
4.79K
$528K
|
|
|
Jul 22, 2024
Q2 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-2.7K- 39.67% |
$297K - $299K
|
4.11K
$454K
|
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-2.44K- 18.72% |
$268K - $269K
|
10.6K
$1.17M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-2.2K- 15.95% |
$242K - $243K
|
11.6K
$1.28M
|
|
|
Jul 26, 2024
Q2 2024
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-1.88K- 38.22% |
$207K - $208K
|
3.04K
$336K
|
|
|
Jul 24, 2024
Q2 2024
|
Destination Wealth Management
|
SELL
|
- |
-1.8K- 14.52% |
$198K - $198K
|
10.6K
$1.17M
|
|
|
Jul 12, 2024
Q2 2024
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-1.72K- 41.59% |
$190K - $190K
|
2.42K
$267K
|
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-1.69K- 47.94% |
$186K - $186K
|
1.83K
$202K
|
|
|
Aug 14, 2024
Q2 2024
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-1.64K- 20.96% |
$180K - $181K
|
6.17K
$681K
|
|
|
Aug 14, 2024
Q2 2024
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-1.62K- 9.81% |
$178K - $178K
|
14.9K
$1.64M
|
|
|
Aug 02, 2024
Q2 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-1.43K- 39.09% |
$158K - $158K
|
2.23K
$246K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-1.43K- 16.45% |
$157K - $157K
|
7.24K
$799K
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
SELL
|
- |
-1.4K- 27.23% |
$154K - $155K
|
3.75K
$414K
|
|
|
Aug 13, 2024
Q2 2024
|
Innova Wealth Partners
|
SELL
|
- |
-1.25K- 14.98% |
$138K - $139K
|
7.12K
$785K
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.07K- 17.32% |
$118K - $118K
|
5.1K
$563K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.04K- 48.85% |
$115K - $115K
|
1.09K
$121K
|
|
|
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
|
|
|
Jul 19, 2024
Q2 2024
|
Cpr Investments Inc.
Rochester, MI |
SELL
|
- |
-799- 6.65% |
$87.9K - $88.3K
|
11.2K
$1.24M
|
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-582- 16.72% |
$64K - $64.3K
|
2.9K
$320K
|
|
|
Jul 16, 2024
Q2 2024
|
Financial Architects, LLC
Woodstock, GA |
SELL
|
- |
-555- 15.81% |
$61.1K - $61.3K
|
2.96K
$326K
|
|
|
Jul 19, 2024
Q2 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-554- 5.75% |
$61K - $61.2K
|
9.08K
$1M
|
|
|
Aug 14, 2024
Q2 2024
|
Vernal Point Advisors, LLC
San Francisco, CA |
SELL
|
- |
-545- 12.35% |
$60K - $60.2K
|
3.87K
$427K
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-453- 85.8% |
$49.8K - $50.1K
|
75
$8.28K
|
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-406- 1.98% |
$44.7K - $44.9K
|
20.1K
$2.22M
|
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
SELL
|
- |
-365- 10.28% |
$40.2K - $40.3K
|
3.19K
$352K
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-314- 53.68% |
$34.6K - $34.7K
|
271
$29.9K
|
|
|
Aug 06, 2024
Q2 2024
|
Cairn Investment Group, Inc.
|
SELL
|
- |
-200- 3.08% |
$22K - $22.1K
|
6.3K
$695K
|
|
|
Jul 10, 2024
Q2 2024
|
Apella Capital, LLC
|
SELL
|
- |
-192- 8.1% |
$21.1K - $21.2K
|
2.18K
$240K
|
|
|
Aug 02, 2024
Q2 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-155- 1.9% |
$17.1K - $17.1K
|
8.02K
$885K
|
|
|
Jul 16, 2024
Q2 2024
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-50- 1.1% |
$5.5K - $5.53K
|
4.49K
$496K
|
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-33- 66.0% |
$3.63K - $3.65K
|
17
$1.88K
|
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-27Closed |
$2.97K - $2.98K
|
0
$0
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-24- 8.89% |
$2.64K - $2.65K
|
246
$27.2K
|
|
|
Jul 24, 2024
Q2 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-20- 0.92% |
$2.2K - $2.21K
|
2.15K
$237K
|
|
|
Aug 14, 2024
Q2 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-19- 0.9% |
$2.09K - $2.1K
|
2.1K
$232K
|
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-4- 57.14% |
$440 - $442
|
3
$331
|
|
|
Jul 22, 2024
Q2 2024
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-1- 33.33% |
$110 - $111
|
2
$221
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-27.3K- 47.91% |
$3M - $3.02M
|
29.7K
$3.27M
|
|
|
May 03, 2024
Q1 2024
|
Wbi Investments, Inc.
|
SELL
|
- |
-26K- 91.95% |
$2.86M - $2.88M
|
2.28K
$251K
|
|
|
May 13, 2024
Q1 2024
|
Perella Weinberg Partners Capital Management LP
|
SELL
|
- |
-19.9K- 19.93% |
$2.19M - $2.2M
|
79.8K
$8.8M
|
|
|
Apr 15, 2024
Q1 2024
|
Investment Partners, Ltd.
|
SELL
|
- |
-8.24K- 69.42% |
$907K - $911K
|
3.63K
$400K
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-6.96K- 56.97% |
$767K - $770K
|
5.26K
$581K
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-6.5K- 15.16% |
$715K - $718K
|
36.4K
$4.01M
|
|
|
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
|
|