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 23, 2024
Q2 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-4K- 68.2% |
$440K - $442K
|
1.87K
$205K
|
|
|
Jul 11, 2024
Q2 2024
|
Cherrydale Wealth Management, LLC
|
SELL
|
- |
-3.56K- 42.64% |
$392K - $393K
|
4.79K
$527K
|
|
|
Jul 22, 2024
Q2 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-2.7K- 39.67% |
$297K - $299K
|
4.11K
$453K
|
|
|
Jul 26, 2024
Q2 2024
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-1.88K- 38.22% |
$207K - $208K
|
3.04K
$335K
|
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-1.69K- 47.94% |
$186K - $186K
|
1.83K
$202K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-1.43K- 16.45% |
$157K - $157K
|
7.24K
$797K
|
|
|
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
$319K
|
|
|
Aug 14, 2024
Q2 2024
|
Vernal Point Advisors, LLC
San Francisco, CA |
SELL
|
- |
-545- 12.35% |
$60K - $60.2K
|
3.87K
$426K
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-453- 85.8% |
$49.8K - $50.1K
|
75
$8.26K
|
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
SELL
|
- |
-365- 10.28% |
$40.2K - $40.3K
|
3.19K
$351K
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-314- 53.68% |
$34.6K - $34.7K
|
271
$29.8K
|
|
|
Aug 02, 2024
Q2 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-155- 1.9% |
$17.1K - $17.1K
|
8.02K
$883K
|
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-33- 66.0% |
$3.63K - $3.65K
|
17
$1.87K
|
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-27Closed |
$2.97K - $2.98K
|
0
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-19- 0.9% |
$2.09K - $2.1K
|
2.1K
$231K
|
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-4- 57.14% |
$440 - $442
|
3
$330
|
|
|
Jul 22, 2024
Q2 2024
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-1- 33.33% |
$110 - $111
|
2
$220
|
|
| 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
$8.78M
|
|
|
Apr 15, 2024
Q1 2024
|
Investment Partners, Ltd.
|
SELL
|
- |
-8.24K- 69.42% |
$907K - $911K
|
3.63K
$399K
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-6.96K- 56.97% |
$767K - $770K
|
5.26K
$579K
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-5.43K- 29.01% |
$598K - $601K
|
13.3K
$1.46M
|
|
|
May 14, 2024
Q1 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-5.38K- 22.94% |
$592K - $594K
|
18.1K
$1.99M
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4K- 47.42% |
$440K - $442K
|
4.43K
$488K
|
|
|
Apr 18, 2024
Q1 2024
|
Udine Wealth Management, Inc.
|
SELL
|
- |
-3K- 2.71% |
$330K - $332K
|
108K
$11.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-2.85K- 33.74% |
$314K - $315K
|
5.6K
$617K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-2.58K- 3.44% |
$284K - $286K
|
72.5K
$7.99M
|
|
|
Feb 13, 2025
Q1 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-2.52KClosed |
$277K - $278K
|
0
$0
|
|
|
May 10, 2024
Q1 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-2.33K- 27.86% |
$256K - $257K
|
6.02K
$663K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-2.11K- 48.79% |
$233K - $234K
|
2.22K
$244K
|
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-1.75K- 74.57% |
$192K - $193K
|
595
$65.5K
|
|
|
May 08, 2024
Q1 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-1.57K- 43.94% |
$172K - $173K
|
2K
$220K
|
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
SELL
|
- |
-1.32K- 23.91% |
$146K - $146K
|
4.21K
$463K
|
|
|
May 13, 2024
Q1 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-1.24K- 28.37% |
$136K - $137K
|
3.13K
$344K
|
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
SELL
|
- |
-435- 14.96% |
$47.9K - $48.1K
|
2.47K
$272K
|
|
|
Apr 23, 2024
Q1 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-340- 19.3% |
$37.4K - $37.6K
|
1.42K
$157K
|
|
|
May 10, 2024
Q1 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-262- 12.57% |
$28.8K - $29K
|
1.82K
$201K
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-249- 8.42% |
$27.4K - $27.5K
|
2.71K
$298K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-210- 7.6% |
$23.1K - $23.2K
|
2.55K
$281K
|
|
|
May 28, 2025
Q1 2024
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-200- 9.09% |
$22K - $22.1K
|
2K
$220K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-71- 0.35% |
$7.82K - $7.85K
|
20K
$2.2M
|
|
|
Apr 12, 2024
Q1 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-21- 0.12% |
$2.31K - $2.32K
|
18.2K
$2M
|
|
|
Apr 12, 2024
Q1 2024
|
Retirement Planning Group
|
SELL
|
- |
-15- 0.12% |
$1.65K - $1.66K
|
12.7K
$1.4M
|
|
|
Apr 16, 2024
Q1 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-11- 22.92% |
$1.21K - $1.22K
|
37
$4.07K
|
|
| Q4 2023 | |||||||
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-20.9K- 89.04% |
$2.3M - $2.31M
|
2.58K
$284K
|
|
|
Feb 05, 2024
Q4 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-12K- 63.57% |
$1.32M - $1.33M
|
6.9K
$759K
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-10.8K- 27.54% |
$1.19M - $1.19M
|
28.4K
$3.13M
|
|
|
Feb 09, 2024
Q4 2023
|
Pictet Bank & Trust LTD
|
SELL
|
- |
-8.16K- 68.94% |
$897K - $903K
|
3.68K
$405K
|
|