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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Hudson Portfolio Management LLC
Garrison, NY |
SELL
|
- |
-50- 2.33% |
$5.5K - $5.53K
|
2.1K
$232K
|
|
| Q2 2023 | |||||||
|
Aug 10, 2023
Q2 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-42.6K- 91.07% |
$4.69M - $4.71M
|
4.18K
$462K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-31.5K- 53.73% |
$3.47M - $3.48M
|
27.1K
$3M
|
|
|
Aug 10, 2023
Q2 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-28.7K- 14.95% |
$3.16M - $3.17M
|
163K
$18M
|
|
|
Aug 01, 2023
Q2 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-20K- 68.6% |
$2.2M - $2.2M
|
9.14K
$1.01M
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-12.4K- 88.89% |
$1.37M - $1.37M
|
1.55K
$172K
|
|
|
Dec 11, 2023
Q2 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-5.48K- 15.16% |
$603K - $606K
|
30.7K
$3.39M
|
|
|
Sep 06, 2023
Q2 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-2.64KClosed |
$291K - $292K
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Jim Chanos
Kynikos Associates LP | New York, Ny
|
SELL
|
- |
-1.81K- 39.91% |
$199K - $200K
|
2.73K
$301K
|
|
|
Aug 14, 2023
Q2 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-1.8K- 40.0% |
$198K - $199K
|
2.7K
$298K
|
|
|
Jul 26, 2023
Q2 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-1.12K- 37.12% |
$123K - $123K
|
1.89K
$209K
|
|
|
Aug 10, 2023
Q2 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-740- 23.47% |
$81.4K - $81.7K
|
2.41K
$267K
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-559- 14.47% |
$61.5K - $61.7K
|
3.3K
$365K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-495- 69.92% |
$54.5K - $54.7K
|
213
$23.5K
|
|
|
Jul 13, 2023
Q2 2023
|
Marks Wealth, LLC
|
SELL
|
- |
-400- 0.56% |
$44K - $44.2K
|
71.1K
$7.86M
|
|
|
Jul 25, 2023
Q2 2023
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-350- 95.63% |
$38.5K - $38.7K
|
16
$1.77K
|
|
|
Aug 15, 2023
Q2 2023
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-11- 57.89% |
$1.21K - $1.21K
|
8
$884
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-6- 1.43% |
$660 - $663
|
413
$45.6K
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-286K- 62.03% |
$31.5M - $31.7M
|
175K
$19.4M
|
|
|
Feb 02, 2024
Q1 2023
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-77.6KClosed |
$8.53M - $8.58M
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-51.1K- 83.15% |
$5.62M - $5.65M
|
10.4K
$1.14M
|
|
|
May 10, 2023
Q1 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-33.3K- 33.73% |
$3.66M - $3.68M
|
65.4K
$7.23M
|
|
|
May 12, 2023
Q1 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-20.5K- 43.33% |
$2.25M - $2.26M
|
26.8K
$2.96M
|
|
|
Apr 21, 2023
Q1 2023
|
Forte Asset Management LLC
|
SELL
|
- |
-7.7K- 53.29% |
$847K - $851K
|
6.75K
$746K
|
|
|
May 03, 2023
Q1 2023
|
Adams Wealth Management
|
SELL
|
- |
-6.66K- 50.9% |
$732K - $735K
|
6.42K
$709K
|
|
|
Apr 10, 2023
Q1 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-2.53K- 57.09% |
$278K - $279K
|
1.9K
$210K
|
|
|
Jun 14, 2023
Q1 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
CALL |
-2.42K- 7.28% |
$266K - $268K
|
30.9K
$3.41M
|
|
|
May 10, 2023
Q1 2023
|
Cardinal Point Wealth Management Partners, LLC
|
SELL
|
- |
-2.42K- 7.28% |
$266K - $268K
|
30.9K
$3.41M
|
|
|
Apr 19, 2023
Q1 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-1.25K- 30.85% |
$137K - $138K
|
2.79K
$308K
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-542- 21.21% |
$59.6K - $59.9K
|
2.01K
$222K
|
|
|
Apr 24, 2023
Q1 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-414- 11.48% |
$45.5K - $45.7K
|
3.19K
$353K
|
|
|
Apr 27, 2023
Q1 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-300- 23.08% |
$33K - $33.2K
|
1K
$111K
|
|
|
May 04, 2023
Q1 2023
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-258- 10.64% |
$28.4K - $28.5K
|
2.17K
$239K
|
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-195- 25.66% |
$21.4K - $21.5K
|
565
$62.4K
|
|
|
Apr 17, 2023
Q1 2023
|
Vahanian & Associates Financial Planning Inc.
|
SELL
|
- |
-188- 4.24% |
$20.7K - $20.8K
|
4.24K
$469K
|
|
|
Apr 17, 2023
Q1 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-170- 1.88% |
$18.7K - $18.8K
|
8.85K
$978K
|
|
| Q4 2022 | |||||||
|
Jan 25, 2023
Q4 2022
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-892K- 99.74% |
$97.9M - $98.2M
|
2.36K
$261K
|
|
|
Feb 13, 2023
Q4 2022
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-104K- 44.23% |
$11.4M - $11.5M
|
131K
$14.5M
|
|
|
Jan 19, 2023
Q4 2022
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-82.6K- 86.28% |
$9.07M - $9.1M
|
13.1K
$1.45M
|
|
|
Feb 08, 2023
Q4 2022
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-25K- 46.38% |
$2.74M - $2.75M
|
28.9K
$3.19M
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-18.2K- 93.14% |
$2M - $2M
|
1.34K
$148K
|
|
|
Feb 09, 2023
Q4 2022
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-12.5K- 63.32% |
$1.37M - $1.37M
|
7.22K
$798K
|
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-6.97K- 58.32% |
$764K - $767K
|
4.98K
$550K
|
|
|
Feb 14, 2023
Q4 2022
|
Rmb Capital Management, LLC
|
SELL
|
- |
-3.86K- 30.38% |
$424K - $425K
|
8.85K
$977K
|
|
|
Feb 14, 2023
Q4 2022
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-2.1K- 37.52% |
$231K - $232K
|
3.5K
$387K
|
|
|
Feb 07, 2023
Q4 2022
|
Gamble Jones Investment Counsel
|
SELL
|
- |
-1.95K- 1.56% |
$214K - $215K
|
123K
$13.6M
|
|
|
Feb 02, 2023
Q4 2022
|
Palladiem, LLC
|
SELL
|
- |
-1.7K- 12.48% |
$187K - $187K
|
11.9K
$1.32M
|
|
|
Jan 23, 2023
Q4 2022
|
Connable Office Inc
|
SELL
|
- |
-1.7K- 0.83% |
$187K - $187K
|
202K
$22.4M
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-1.05K- 10.91% |
$115K - $116K
|
8.58K
$948K
|
|
|
Feb 09, 2023
Q4 2022
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-445- 6.05% |
$48.8K - $49K
|
6.91K
$764K
|
|