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 04, 2025
Q2 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
4.37K+ 19.34% |
$481K - $483K
|
27K
$2.98M
|
|
|
Aug 07, 2025
Q2 2025
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
4.25KNew |
$467K - $469K
|
4.25K
$468K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
4.2K+ 136.97% |
$462K - $464K
|
7.26K
$801K
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
4.15K+ 25.83% |
$457K - $458K
|
20.2K
$2.23M
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
4.08KNew |
$449K - $450K
|
4.08K
$450K
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
4.02K+ 12.06% |
$443K - $444K
|
37.4K
$4.12M
|
|
|
Jul 28, 2025
Q2 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
3.95K+ 5.79% |
$435K - $437K
|
72.3K
$7.97M
|
|
|
Jul 14, 2025
Q2 2025
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
3.91K+ 11.24% |
$430K - $432K
|
38.7K
$4.27M
|
|
|
Sep 09, 2025
Q2 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
3.87KNew |
$426K - $427K
|
3.87K
$427K
|
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
3.87KNew |
$425K - $427K
|
3.87K
$426K
|
|
|
Jul 17, 2025
Q2 2025
|
Cairn Investment Group, Inc.
|
BUY
|
- |
3.68KNew |
$404K - $406K
|
3.68K
$405K
|
|
|
Aug 07, 2025
Q2 2025
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
3.66K+ 17.87% |
$403K - $404K
|
24.1K
$2.66M
|
|
|
Aug 05, 2025
Q2 2025
|
Hfg Advisors, Inc.
|
BUY
|
- |
3.65K+ 15.45% |
$402K - $403K
|
27.3K
$3.01M
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
BUY
|
- |
3.63KNew |
$399K - $401K
|
3.63K
$400K
|
|
|
Jul 21, 2025
Q2 2025
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
3.6K+ 88.47% |
$396K - $398K
|
7.67K
$846K
|
|
|
Jul 16, 2025
Q2 2025
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
3.35KNew |
$368K - $370K
|
3.35K
$369K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
3.33K+ 24.75% |
$367K - $368K
|
16.8K
$1.85M
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
3.27K+ 60.15% |
$360K - $361K
|
8.71K
$961K
|
|
|
Jul 25, 2025
Q2 2025
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
3.25K+ 1.77% |
$358K - $359K
|
187K
$20.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Sage Financial Group Inc
|
BUY
|
- |
3.2KNew |
$352K - $353K
|
3.2K
$353K
|
|
|
Aug 11, 2025
Q2 2025
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
3.11K+ 116.71% |
$342K - $343K
|
5.77K
$637K
|
|
|
Aug 14, 2025
Q2 2025
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
3.08K+ 19.48% |
$339K - $340K
|
18.9K
$2.08M
|
|
|
Aug 11, 2025
Q2 2025
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
2.99KNew |
$329K - $330K
|
2.99K
$329K
|
|
|
Jul 18, 2025
Q2 2025
|
Clarity Financial LLC
|
BUY
|
- |
2.97KNew |
$326K - $328K
|
2.97K
$327K
|
|
|
Aug 13, 2025
Q2 2025
|
Seaview Investment Managers LLC
|
BUY
|
- |
2.93KNew |
$322K - $324K
|
2.93K
$323K
|
|
|
Aug 13, 2025
Q2 2025
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
2.9K+ 7.42% |
$320K - $321K
|
42K
$4.64M
|
|
|
Aug 13, 2025
Q2 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
2.9KNew |
$319K - $320K
|
2.9K
$320K
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
2.88K+ 42.1% |
$317K - $318K
|
9.72K
$1.07M
|
|
|
Aug 13, 2025
Q2 2025
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
2.88K+ 0.64% |
$317K - $318K
|
450K
$49.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
2.81K+ 7.96% |
$310K - $311K
|
38.1K
$4.21M
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
2.8K+ 11.19% |
$308K - $309K
|
27.8K
$3.07M
|
|
|
Jul 29, 2025
Q2 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
2.7K+ 33.94% |
$297K - $298K
|
10.7K
$1.18M
|
|
|
Aug 11, 2025
Q2 2025
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
BUY
|
- |
2.69K+ 4.3% |
$297K - $298K
|
65.4K
$7.21M
|
|
|
Aug 14, 2025
Q2 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
2.65K+ 63.54% |
$292K - $293K
|
6.83K
$753K
|
|
|
Aug 07, 2025
Q2 2025
|
Strategy Asset Managers LLC
|
BUY
|
- |
2.62K+ 9.38% |
$288K - $289K
|
30.5K
$3.37M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
2.61K+ 7.19% |
$287K - $288K
|
38.9K
$4.29M
|
|
|
Aug 07, 2025
Q2 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
2.51KNew |
$276K - $277K
|
2.51K
$277K
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.49K+ 11.73% |
$274K - $275K
|
23.7K
$2.62M
|
|
|
Jul 23, 2025
Q2 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
2.49K+ 57.59% |
$274K - $275K
|
6.81K
$751K
|
|
|
Aug 07, 2025
Q2 2025
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
2.45K+ 10.92% |
$270K - $271K
|
24.9K
$2.75M
|
|
|
Jul 18, 2025
Q2 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
2.44K+ 14.55% |
$268K - $269K
|
19.2K
$2.12M
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2.43K+ 16.51% |
$267K - $268K
|
17.1K
$1.89M
|
|
|
Jul 30, 2025
Q2 2025
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
2.42K+ 3.98% |
$266K - $267K
|
63.2K
$6.97M
|
|
|
Jul 16, 2025
Q2 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
2.39KNew |
$263K - $264K
|
2.39K
$263K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.38K+ 183.03% |
$262K - $263K
|
3.69K
$406K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.37K+ 10.14% |
$261K - $262K
|
25.7K
$2.84M
|
|
|
Aug 12, 2025
Q2 2025
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
2.28KNew |
$250K - $251K
|
2.28K
$251K
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.26KNew |
$248K - $249K
|
2.26K
$249K
|
|
|
Jul 09, 2025
Q2 2025
|
Presidio Capital Management, LLC
|
BUY
|
- |
2.24K+ 1.5% |
$247K - $248K
|
151K
$16.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Divergent Planning, LLC
|
BUY
|
- |
2.22KNew |
$244K - $245K
|
2.22K
$245K
|