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 08, 2025
Q2 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-12.3K- 15.27% |
$1.36M - $1.36M
|
68.5K
$7.56M
|
|
|
Jul 25, 2025
Q2 2025
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-12.7K- 67.45% |
$1.4M - $1.41M
|
6.15K
$678K
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-12.8K- 27.03% |
$1.41M - $1.41M
|
34.5K
$3.81M
|
|
|
Jul 29, 2025
Q2 2025
|
Northwest Quadrant Wealth Management, LLC
|
SELL
|
- |
-13K- 5.05% |
$1.43M - $1.44M
|
244K
$26.9M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-13.7K- 61.58% |
$1.51M - $1.52M
|
8.57K
$945K
|
|
|
Aug 08, 2025
Q2 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-13.9K- 8.79% |
$1.52M - $1.53M
|
144K
$15.9M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-14K- 64.88% |
$1.54M - $1.55M
|
7.6K
$838K
|
|
|
Aug 13, 2025
Q2 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-14.5K- 44.26% |
$1.59M - $1.6M
|
18.2K
$2.01M
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-14.6K- 15.55% |
$1.61M - $1.61M
|
79.3K
$8.75M
|
|
|
Aug 04, 2025
Q2 2025
|
Investment Management Associates Inc
|
SELL
|
- |
-15.4K- 41.29% |
$1.69M - $1.7M
|
21.9K
$2.41M
|
|
|
Aug 11, 2025
Q2 2025
|
Cypress Advisory Group LLC
Scottsdale, AZ |
SELL
|
- |
-15.8K- 6.99% |
$1.74M - $1.75M
|
211K
$23.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Bank Of Nova Scotia
|
SELL
|
- |
-16.8K- 4.21% |
$1.85M - $1.85M
|
381K
$42.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-16.8K- 13.52% |
$1.85M - $1.85M
|
107K
$11.8M
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-17.7K- 47.38% |
$1.95M - $1.95M
|
19.6K
$2.17M
|
|
|
Aug 13, 2025
Q2 2025
|
American Investment Services, Inc.
|
SELL
|
- |
-18.8K- 26.32% |
$2.07M - $2.08M
|
52.7K
$5.81M
|
|
|
Jul 28, 2025
Q2 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-19.3K- 17.45% |
$2.13M - $2.14M
|
91.5K
$10.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-21.9K- 84.42% |
$2.41M - $2.42M
|
4.05K
$446K
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-24.2K- 89.61% |
$2.66M - $2.67M
|
2.8K
$309K
|
|
|
Aug 11, 2025
Q2 2025
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-29K- 41.25% |
$3.19M - $3.2M
|
41.3K
$4.55M
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-29.2K- 68.99% |
$3.22M - $3.23M
|
13.1K
$1.45M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-30.9K- 4.08% |
$3.4M - $3.41M
|
725K
$80M
|
|
|
Aug 08, 2025
Q2 2025
|
Apex Wealth Management, LLC
Bedford, NH |
SELL
|
- |
-32.9K- 29.45% |
$3.62M - $3.64M
|
78.8K
$8.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-33.5K- 97.99% |
$3.69M - $3.7M
|
688
$75.9K
|
|
|
Jul 15, 2025
Q2 2025
|
Surience Private Wealth LLC
|
SELL
|
- |
-33.8K- 90.58% |
$3.72M - $3.73M
|
3.51K
$388K
|
|
|
Aug 11, 2025
Q2 2025
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-40K- 10.25% |
$4.4M - $4.41M
|
350K
$38.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-40.6K- 10.85% |
$4.47M - $4.48M
|
333K
$36.8M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-41.4K- 12.5% |
$4.56M - $4.58M
|
290K
$32M
|
|
|
Jul 31, 2025
Q2 2025
|
Delta Investment Management, LLC
|
SELL
|
- |
-45.8K- 24.43% |
$5.04M - $5.06M
|
142K
$15.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-48.5K- 78.04% |
$5.34M - $5.36M
|
13.7K
$1.51M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-54.5K- 3.59% |
$5.99M - $6.01M
|
1.46M
$161M
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
SELL
|
- |
-54.9K- 83.44% |
$6.04M - $6.06M
|
10.9K
$1.2M
|
|
|
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
|
|
|
Jul 10, 2025
Q2 2025
|
Arkfeld Wealth Strategies, L.L.C.
|
SELL
|
- |
-58.1K- 80.87% |
$6.4M - $6.42M
|
13.7K
$1.52M
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-58.7K- 89.72% |
$6.46M - $6.49M
|
6.73K
$742K
|
|
|
Aug 14, 2025
Q2 2025
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-59.7K- 49.5% |
$6.57M - $6.59M
|
60.9K
$6.72M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-61.7K- 24.52% |
$6.79M - $6.81M
|
190K
$20.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-67.6K- 27.03% |
$7.44M - $7.47M
|
183K
$20.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
SELL
|
- |
-70K- 38.57% |
$7.71M - $7.74M
|
112K
$12.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-73K- 43.01% |
$8.04M - $8.06M
|
96.7K
$10.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Sierra Capital LLC
|
SELL
|
- |
-76.2K- 73.82% |
$8.38M - $8.41M
|
27K
$2.98M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-77.5K- 84.76% |
$8.53M - $8.56M
|
13.9K
$1.54M
|
|
|
Aug 13, 2025
Q2 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-102K- 20.66% |
$11.2M - $11.3M
|
392K
$43.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Hansen & Associates Financial Group, Inc.
Sacramento, CA |
SELL
|
- |
-132K- 13.49% |
$14.5M - $14.6M
|
846K
$93.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-133K- 32.48% |
$14.7M - $14.7M
|
277K
$30.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-139K- 16.96% |
$15.3M - $15.3M
|
679K
$74.9M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-149K- 86.05% |
$16.4M - $16.4M
|
24.1K
$2.66M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-188K- 24.19% |
$20.7M - $20.8M
|
589K
$65M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-231K- 58.11% |
$25.4M - $25.5M
|
166K
$18.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-235K- 24.81% |
$25.9M - $26M
|
712K
$78.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-253K- 22.66% |
$27.9M - $28M
|
865K
$95.5M
|