Purchases and Sales Made in Q2 2025 in Ishares Tr (SHV)
This table provides information about the institutional ownership of Ishares Tr (SHV) during Q2 2025. The information is specifically focused on institutions that hold shares of ISHARES TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
SELL
|
- |
-912- 9.38% |
$100K - $101K
|
8.81K
$972K
|
|
|
Sep 19, 2025
Q2 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-913- 11.51% |
$100K - $101K
|
7.02K
$774K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-921- 9.0% |
$101K - $102K
|
9.31K
$1.03M
|
|
|
Aug 13, 2025
Q2 2025
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-922- 3.09% |
$101K - $102K
|
28.9K
$3.19M
|
|
|
Jul 29, 2025
Q2 2025
|
Calamos Wealth Management LLC
|
SELL
|
- |
-929- 1.73% |
$102K - $103K
|
52.7K
$5.81M
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-934- 4.86% |
$103K - $103K
|
18.3K
$2.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-951- 56.81% |
$105K - $105K
|
723
$79.8K
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.02K- 21.94% |
$112K - $112K
|
3.61K
$398K
|
|
|
Aug 13, 2025
Q2 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-1.03K- 9.75% |
$113K - $114K
|
9.53K
$1.05M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-1.08K- 4.26% |
$119K - $119K
|
24.3K
$2.68M
|
|
|
Aug 15, 2025
Q2 2025
|
Global View Capital Management LLC
Waukesha, WI |
SELL
|
- |
-1.13K- 13.8% |
$124K - $125K
|
7.06K
$778K
|
|
|
Jul 24, 2025
Q2 2025
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-1.14K- 11.53% |
$125K - $125K
|
8.71K
$960K
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
SELL
|
- |
-1.15K- 19.2% |
$127K - $127K
|
4.85K
$535K
|
|
|
Aug 08, 2025
Q2 2025
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-1.18K- 13.31% |
$130K - $130K
|
7.68K
$847K
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.18K- 9.1% |
$130K - $130K
|
11.8K
$1.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.2K- 19.71% |
$132K - $132K
|
4.87K
$537K
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
SELL
|
- |
-1.26K- 7.72% |
$139K - $139K
|
15.1K
$1.66M
|
|
|
Jul 22, 2025
Q2 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-1.32K- 28.19% |
$146K - $146K
|
3.37K
$372K
|
|
|
Jul 29, 2025
Q2 2025
|
Jtc Employer Solutions Trustee LTD
|
SELL
|
- |
-1.35K- 31.92% |
$149K - $149K
|
2.88K
$318K
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-1.35K- 0.73% |
$149K - $149K
|
185K
$20.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.43K- 8.63% |
$157K - $158K
|
15.1K
$1.67M
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-1.44K- 9.89% |
$158K - $159K
|
13.1K
$1.44M
|
|
|
Aug 05, 2025
Q2 2025
|
Astra Wealth Partners LLC
Jersey City, NJ |
SELL
|
- |
-1.49K- 10.64% |
$164K - $164K
|
12.5K
$1.38M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.5K- 3.81% |
$165K - $165K
|
37.8K
$4.17M
|
|
|
Aug 08, 2025
Q2 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-1.52K- 16.93% |
$167K - $167K
|
7.44K
$821K
|
|
|
Aug 08, 2025
Q2 2025
|
Allianz Se
Munich, 2M |
SELL
|
- |
-1.57K- 81.78% |
$172K - $173K
|
349
$38.5K
|
|
|
Aug 07, 2025
Q2 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-1.59K- 7.56% |
$175K - $175K
|
19.4K
$2.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-1.66K- 5.14% |
$183K - $184K
|
30.6K
$3.38M
|
|
|
Jul 16, 2025
Q2 2025
|
Patton Fund Management, Inc.
|
SELL
|
- |
-1.72K- 4.92% |
$190K - $190K
|
33.3K
$3.68M
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.73K- 16.8% |
$191K - $191K
|
8.58K
$946K
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.82K- 45.36% |
$200K - $201K
|
2.19K
$242K
|
|
|
Jul 08, 2025
Q2 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-1.95K- 13.05% |
$214K - $215K
|
13K
$1.43M
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-1.98K- 18.25% |
$218K - $219K
|
8.86K
$978K
|
|
|
Jul 29, 2025
Q2 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-2.06K- 2.39% |
$227K - $228K
|
84.1K
$9.28M
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-2.16K- 32.67% |
$238K - $239K
|
4.45K
$491K
|
|
|
Aug 11, 2025
Q2 2025
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-2.21K- 16.2% |
$243K - $244K
|
11.4K
$1.26M
|
|
|
Aug 01, 2025
Q2 2025
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
SELL
|
- |
-2.22K- 3.92% |
$244K - $245K
|
54.3K
$5.99M
|
|
|
Aug 07, 2025
Q2 2025
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-2.23K- 1.96% |
$245K - $246K
|
112K
$12.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-2.27K- 43.12% |
$250K - $251K
|
2.99K
$330K
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-2.32K- 6.06% |
$256K - $256K
|
36K
$3.97M
|
|
|
Jul 09, 2025
Q2 2025
|
Leibman Financial Services, Inc.
Louisville, NE |
SELL
|
- |
-2.34K- 24.27% |
$258K - $259K
|
7.31K
$807K
|
|
|
Jul 16, 2025
Q2 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-2.38K- 28.84% |
$262K - $263K
|
5.88K
$649K
|
|
|
Aug 01, 2025
Q2 2025
|
Sym Financial Corp
|
SELL
|
- |
-2.45K- 65.67% |
$269K - $270K
|
1.28K
$141K
|
|
|
Aug 06, 2025
Q2 2025
|
Climber Capital Sa
Nyon, V8 |
SELL
|
- |
-2.52K- 2.45% |
$277K - $278K
|
100K
$11.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-2.7K- 5.78% |
$297K - $298K
|
44K
$4.85M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.72K- 4.69% |
$300K - $301K
|
55.4K
$6.11M
|
|
|
Aug 06, 2025
Q2 2025
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-2.77K- 1.67% |
$305K - $306K
|
163K
$18M
|
|
|
Jul 21, 2025
Q2 2025
|
Acute Investment Advisory, LLC
Mesa, AZ |
SELL
|
- |
-3.02K- 38.56% |
$332K - $334K
|
4.81K
$531K
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-3.03K- 59.39% |
$333K - $334K
|
2.07K
$228K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-3.17K- 6.74% |
$349K - $350K
|
43.9K
$4.84M
|