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 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
27.9K+ 11.01% |
$3.07M - $3.08M
|
281K
$31M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
27.5K+ 8.66% |
$3.03M - $3.04M
|
345K
$38M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
27.4K+ 1.29% |
$3.02M - $3.03M
|
2.15M
$238M
|
|
|
Aug 14, 2025
Q2 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
27.2K+ 56.97% |
$3M - $3.01M
|
75.1K
$8.28M
|
|
|
Aug 13, 2025
Q2 2025
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
26.9K+ 27.53% |
$2.96M - $2.97M
|
125K
$13.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
26.7K+ 222.67% |
$2.94M - $2.95M
|
38.8K
$4.28M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
26.7K+ 325.42% |
$2.94M - $2.95M
|
35K
$3.86M
|
|
|
Aug 08, 2025
Q2 2025
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
26.7K+ 1.76% |
$2.94M - $2.95M
|
1.54M
$170M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
26.5K+ 666.77% |
$2.92M - $2.93M
|
30.5K
$3.36M
|
|
|
Jul 17, 2025
Q2 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
26.2KNew |
$2.88M - $2.89M
|
26.2K
$2.89M
|
|
|
Jul 14, 2025
Q2 2025
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
25.6K+ 100.0% |
$2.82M - $2.83M
|
51.3K
$5.66M
|
|
|
Jul 11, 2025
Q2 2025
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
25.2KNew |
$2.78M - $2.79M
|
25.2K
$2.78M
|
|
|
Jul 24, 2025
Q2 2025
|
True Link Financial Advisors, LLC
|
BUY
|
- |
25K+ 3.96% |
$2.76M - $2.77M
|
657K
$72.5M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
23.9K+ 10.06% |
$2.63M - $2.64M
|
262K
$28.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Legacy Advisory Services, LLC
Exton, PA |
BUY
|
- |
23.9K+ 10.14% |
$2.63M - $2.64M
|
259K
$28.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
23.4K+ 1357.83% |
$2.58M - $2.59M
|
25.1K
$2.77M
|
|
|
Aug 13, 2025
Q2 2025
|
Scotia Capital Inc.
|
BUY
|
- |
22.9K+ 49.59% |
$2.52M - $2.53M
|
69.1K
$7.63M
|
|
|
Jul 18, 2025
Q2 2025
|
Astor Investment Management LLC
|
BUY
|
- |
22.6K+ 103.97% |
$2.49M - $2.5M
|
44.4K
$4.9M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
22.1K+ 9.24% |
$2.43M - $2.44M
|
261K
$28.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
21.5K+ 102.38% |
$2.37M - $2.38M
|
42.5K
$4.69M
|
|
|
Aug 14, 2025
Q2 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
21K+ 137.3% |
$2.31M - $2.32M
|
36.3K
$4M
|
|
|
Jul 21, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
19.1KNew |
$2.1M - $2.11M
|
19.1K
$2.11M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
18.9K+ 85.14% |
$2.08M - $2.09M
|
41.1K
$4.53M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
18.6K+ 26.09% |
$2.05M - $2.06M
|
90K
$9.93M
|
|
|
Jul 11, 2025
Q2 2025
|
Bell Bank
|
BUY
|
- |
17.1KNew |
$1.88M - $1.89M
|
17.1K
$1.89M
|
|
|
Aug 13, 2025
Q2 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
16.8KNew |
$1.85M - $1.86M
|
16.8K
$1.86M
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
BUY
|
- |
16.2K+ 572.36% |
$1.78M - $1.79M
|
19K
$2.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
15.9K+ 856.54% |
$1.75M - $1.76M
|
17.8K
$1.96M
|
|
|
Aug 14, 2025
Q2 2025
|
Family Management Corp
New York, NY |
BUY
|
- |
15.7K+ 4.85% |
$1.73M - $1.73M
|
339K
$37.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
15.2KNew |
$1.68M - $1.68M
|
15.2K
$1.68M
|
|
|
Aug 14, 2025
Q2 2025
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
14.6K+ 72.4% |
$1.61M - $1.62M
|
34.8K
$3.84M
|
|
|
Aug 08, 2025
Q2 2025
|
Client First Capital LLC
|
BUY
|
- |
14.4K+ 4.04% |
$1.58M - $1.59M
|
371K
$40.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
14.3K+ 6.22% |
$1.58M - $1.58M
|
245K
$27M
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
13.8K+ 640.1% |
$1.52M - $1.52M
|
15.9K
$1.76M
|
|
|
Oct 10, 2025
Q2 2025
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
13.4K+ 32.19% |
$1.47M - $1.48M
|
54.9K
$6.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
13.3K+ 244.43% |
$1.46M - $1.47M
|
18.8K
$2.07M
|
|
|
Aug 07, 2025
Q2 2025
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
13.1K+ 33.62% |
$1.44M - $1.44M
|
51.9K
$5.73M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
12.9K+ 5.2% |
$1.42M - $1.43M
|
261K
$28.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
12.6K+ 13.81% |
$1.39M - $1.39M
|
104K
$11.4M
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
BUY
|
- |
12.3K+ 1.72% |
$1.35M - $1.35M
|
723K
$79.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Tt Capital Management LLC
Coto De Caza, CA |
BUY
|
- |
11.9K+ 317.94% |
$1.3M - $1.31M
|
15.6K
$1.72M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
11.7K+ 26.06% |
$1.29M - $1.29M
|
56.5K
$6.24M
|
|
|
Jul 09, 2025
Q2 2025
|
Central Bank & Trust CO
|
BUY
|
- |
11.6K+ 139.52% |
$1.27M - $1.28M
|
19.8K
$2.19M
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
11.5K+ 26.68% |
$1.27M - $1.27M
|
54.7K
$6.04M
|
|
|
Aug 07, 2025
Q2 2025
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
11.3K+ 6.98% |
$1.25M - $1.25M
|
173K
$19.1M
|
|
|
Jul 24, 2025
Q2 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
11.3K+ 13.0% |
$1.24M - $1.24M
|
97.8K
$10.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
11.2K+ 8.96% |
$1.24M - $1.24M
|
137K
$15.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
10.8K+ 65.77% |
$1.19M - $1.19M
|
27.2K
$3M
|
|
|
Jul 16, 2025
Q2 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
10.7KNew |
$1.18M - $1.18M
|
10.7K
$1.18M
|
|
|
Jul 29, 2025
Q2 2025
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
10.4K+ 125.95% |
$1.14M - $1.15M
|
18.6K
$2.06M
|