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 |
|---|---|---|---|---|---|---|---|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-380- 10.57% |
$41.8K - $42K
|
3.22K
$354K
|
|
|
Jul 16, 2025
Q2 2025
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-458- 0.53% |
$50.4K - $50.6K
|
86.6K
$9.53M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-484- 1.64% |
$53.3K - $53.5K
|
29K
$3.2M
|
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-579- 23.78% |
$63.7K - $64K
|
1.86K
$204K
|
|
|
Jul 09, 2025
Q2 2025
|
Finley Financial, LLC
Las Vegas, NV |
SELL
|
- |
-600- 8.12% |
$66K - $66.3K
|
6.79K
$747K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-646- 5.07% |
$71.1K - $71.4K
|
12.1K
$1.33M
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-693- 9.65% |
$76.3K - $76.5K
|
6.49K
$714K
|
|
|
Jul 21, 2025
Q2 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
SELL
|
- |
-780- 1.95% |
$85.8K - $86.2K
|
39.2K
$4.32M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-797- 0.51% |
$87.7K - $88K
|
154K
$17M
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-812- 8.75% |
$89.4K - $89.7K
|
8.47K
$932K
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
SELL
|
- |
-1.15K- 19.2% |
$127K - $127K
|
4.85K
$534K
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-1.44K- 9.89% |
$158K - $159K
|
13.1K
$1.44M
|
|
|
Jul 16, 2025
Q2 2025
|
Patton Fund Management, Inc.
|
SELL
|
- |
-1.72K- 4.92% |
$190K - $190K
|
33.3K
$3.67M
|
|
|
Jul 08, 2025
Q2 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-1.95K- 13.05% |
$214K - $215K
|
13K
$1.43M
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-2.16K- 32.67% |
$238K - $239K
|
4.45K
$490K
|
|
|
Jul 09, 2025
Q2 2025
|
Leibman Financial Services, Inc.
Louisville, NE |
SELL
|
- |
-2.34K- 24.27% |
$258K - $259K
|
7.31K
$805K
|
|
|
Jul 16, 2025
Q2 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-2.38K- 28.84% |
$262K - $263K
|
5.88K
$647K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.72K- 4.69% |
$300K - $301K
|
55.4K
$6.09M
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-3.03K- 59.39% |
$333K - $334K
|
2.07K
$228K
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-3.48K- 63.44% |
$383K - $384K
|
2.01K
$221K
|
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-3.55K- 45.25% |
$391K - $392K
|
4.3K
$473K
|
|
|
Jul 17, 2025
Q2 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-3.79K- 51.47% |
$418K - $419K
|
3.58K
$394K
|
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-3.83K- 66.67% |
$421K - $423K
|
1.91K
$211K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-3.87K- 16.61% |
$426K - $428K
|
19.4K
$2.14M
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
SELL
|
- |
-4.85K- 8.92% |
$534K - $536K
|
49.5K
$5.45M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-5.31K- 8.46% |
$585K - $587K
|
57.5K
$6.33M
|
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-5.91K- 10.85% |
$651K - $653K
|
48.6K
$5.35M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-6.67K- 12.23% |
$734K - $736K
|
47.8K
$5.26M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-33.5K- 97.99% |
$3.69M - $3.7M
|
688
$75.7K
|
|
|
Jul 15, 2025
Q2 2025
|
Surience Private Wealth LLC
|
SELL
|
- |
-33.8K- 90.58% |
$3.72M - $3.73M
|
3.51K
$387K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-54.5K- 3.59% |
$5.99M - $6.01M
|
1.46M
$161M
|
|
|
Jul 10, 2025
Q2 2025
|
Arkfeld Wealth Strategies, L.L.C.
|
SELL
|
- |
-58.1K- 80.87% |
$6.4M - $6.42M
|
13.7K
$1.51M
|
|
|
Jul 17, 2025
Q2 2025
|
Hansen & Associates Financial Group, Inc.
Sacramento, CA |
SELL
|
- |
-132K- 13.49% |
$14.5M - $14.6M
|
846K
$93.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-139K- 16.96% |
$15.3M - $15.3M
|
679K
$74.7M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-272K- 26.78% |
$29.9M - $30M
|
743K
$81.8M
|
|
|
Jul 18, 2025
Q2 2025
|
Marks Wealth, LLC
|
SELL
|
- |
-929K- 65.9% |
$102M - $103M
|
481K
$52.9M
|