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 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
2.22K+ 1.7% |
$244K - $245K
|
133K
$14.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.2K+ 64.47% |
$242K - $243K
|
5.61K
$618K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.2K+ 81.63% |
$242K - $242K
|
4.88K
$539K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
2.19K+ 18.97% |
$241K - $242K
|
13.7K
$1.51M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
BUY
|
- |
2.18K+ 5.42% |
$240K - $241K
|
42.5K
$4.68M
|
|
|
Jul 28, 2025
Q2 2025
|
Wj Wealth Management, LLC
|
BUY
|
- |
2.16K+ 21.52% |
$238K - $239K
|
12.2K
$1.35M
|
|
|
Aug 13, 2025
Q2 2025
|
Daner Wealth Management, LLC
Alpharetta, GA |
BUY
|
- |
2.1KNew |
$231K - $232K
|
2.1K
$232K
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
2.07KNew |
$227K - $228K
|
2.07K
$228K
|
|
|
Jul 21, 2025
Q2 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
2.06K+ 69.35% |
$227K - $228K
|
5.03K
$555K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.06K+ 9.05% |
$227K - $227K
|
24.8K
$2.73M
|
|
|
Aug 13, 2025
Q2 2025
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
2.04K+ 45.78% |
$225K - $226K
|
6.51K
$718K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.02K+ 3.51% |
$222K - $223K
|
59.5K
$6.57M
|
|
|
Jul 28, 2025
Q2 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
2.01KNew |
$221K - $222K
|
2.01K
$222K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.99K+ 0.2% |
$219K - $220K
|
1.01M
$111M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
1.95K+ 5.73% |
$215K - $215K
|
36K
$3.97M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
1.94K+ 50.06% |
$214K - $215K
|
5.83K
$643K
|
|
|
Jul 22, 2025
Q2 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
1.88KNew |
$207K - $208K
|
1.88K
$208K
|
|
|
Aug 14, 2025
Q2 2025
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
1.83K+ 13.45% |
$201K - $202K
|
15.4K
$1.7M
|
|
|
Aug 15, 2025
Q2 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
1.83K+ 5214.29% |
$201K - $202K
|
1.86K
$205K
|
|
|
Aug 06, 2025
Q2 2025
|
Nvwm, LLC
|
BUY
|
- |
1.71KNew |
$188K - $189K
|
1.71K
$189K
|
|
|
Aug 12, 2025
Q2 2025
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
1.68K+ 9.48% |
$185K - $186K
|
19.4K
$2.14M
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
1.63K+ 53.22% |
$179K - $180K
|
4.69K
$518K
|
|
|
Aug 14, 2025
Q2 2025
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
1.6K+ 4.16% |
$176K - $177K
|
40.1K
$4.42M
|
|
|
Jul 23, 2025
Q2 2025
|
Copperwynd Financial, LLC
|
BUY
|
- |
1.53K+ 5.94% |
$168K - $169K
|
27.3K
$3.01M
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
1.52K+ 8947.06% |
$167K - $168K
|
1.54K
$170K
|
|
|
Jul 18, 2025
Q2 2025
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
1.5K+ 20.32% |
$165K - $166K
|
8.89K
$980K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1.5K+ 9.7% |
$165K - $166K
|
17K
$1.87M
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.48K+ 13.37% |
$163K - $164K
|
12.6K
$1.39M
|
|
|
Jul 25, 2025
Q2 2025
|
Gfs Advisors, LLC
|
BUY
|
- |
1.46K+ 0.99% |
$161K - $162K
|
149K
$16.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Ironwood Investment Management LLC
Boston, MA |
BUY
|
- |
1.44K+ 4.22% |
$159K - $160K
|
35.6K
$3.93M
|
|
|
Jul 21, 2025
Q2 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
1.37K+ 0.95% |
$150K - $151K
|
145K
$16M
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.32K+ 6.2% |
$146K - $146K
|
22.6K
$2.5M
|
|
|
Aug 15, 2025
Q2 2025
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
1.28K+ 215.13% |
$141K - $141K
|
1.88K
$207K
|
|
|
Aug 11, 2025
Q2 2025
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
1.23K+ 24.92% |
$135K - $136K
|
6.17K
$681K
|
|
|
Aug 14, 2025
Q2 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
1.22K+ 0.43% |
$134K - $135K
|
288K
$31.8M
|
|
|
Jul 30, 2025
Q2 2025
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
1.21K+ 0.42% |
$133K - $133K
|
288K
$31.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
1.17K+ 11.02% |
$129K - $130K
|
11.8K
$1.3M
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
1.16K+ 46.62% |
$128K - $129K
|
3.66K
$404K
|
|
|
Aug 08, 2025
Q2 2025
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
1.16K+ 18.58% |
$128K - $129K
|
7.43K
$820K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.15K+ 23.6% |
$127K - $127K
|
6.02K
$664K
|
|
|
Aug 12, 2025
Q2 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
1.13KNew |
$124K - $125K
|
1.13K
$125K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
1.1K+ 8.26% |
$121K - $122K
|
14.5K
$1.59M
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
1.08KNew |
$118K - $119K
|
1.08K
$119K
|
|
|
Aug 13, 2025
Q2 2025
|
Benedict Financial Advisors Inc
|
BUY
|
- |
1.05K+ 11.13% |
$116K - $116K
|
10.5K
$1.16M
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.04K+ 32.17% |
$114K - $115K
|
4.27K
$471K
|
|
|
Jul 31, 2025
Q2 2025
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
1.02K+ 10.95% |
$112K - $113K
|
10.3K
$1.14M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.01K+ 0.69% |
$111K - $111K
|
148K
$16.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Hudson Portfolio Management LLC
Garrison, NY |
BUY
|
- |
1K+ 18.69% |
$110K - $110K
|
6.35K
$700K
|
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
967+ 14.24% |
$106K - $107K
|
7.76K
$856K
|
|
|
Jul 31, 2025
Q2 2025
|
Mader & Shannon Wealth Management, Inc.
|
BUY
|
- |
920+ 1.01% |
$101K - $102K
|
91.6K
$10.1M
|