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 10, 2025
Q2 2025
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
909New |
$100K - $100K
|
909
$100K
|
|
|
Jul 25, 2025
Q2 2025
|
Summa Corp.
Tomball, TX |
BUY
|
- |
902+ 30.07% |
$99.3K - $99.6K
|
3.9K
$430K
|
|
|
Aug 04, 2025
Q2 2025
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
895+ 2.25% |
$98.5K - $98.9K
|
40.6K
$4.48M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
894+ 1.55% |
$98.4K - $98.8K
|
58.5K
$6.46M
|
|
|
Oct 20, 2025
Q2 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
841+ 622.96% |
$92.6K - $92.9K
|
976
$108K
|
|
|
Jul 09, 2025
Q2 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
825+ 9.84% |
$90.8K - $91.1K
|
9.21K
$1.02M
|
|
|
Jul 22, 2025
Q2 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
821+ 0.75% |
$90.4K - $90.7K
|
111K
$12.2M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
814+ 3.38% |
$89.6K - $89.9K
|
24.9K
$2.75M
|
|
|
Jul 29, 2025
Q2 2025
|
Values First Advisors, Inc.
|
BUY
|
- |
809+ 100.87% |
$89K - $89.4K
|
1.61K
$178K
|
|
|
Jul 31, 2025
Q2 2025
|
Hixon Zuercher, LLC
|
BUY
|
- |
808+ 1.88% |
$88.9K - $89.3K
|
43.8K
$4.83M
|
|
|
Jul 16, 2025
Q2 2025
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
768+ 3.23% |
$84.5K - $84.8K
|
24.6K
$2.71M
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
707+ 6.07% |
$77.8K - $78.1K
|
12.4K
$1.36M
|
|
|
Jul 09, 2025
Q2 2025
|
Berkshire Bank
|
BUY
|
- |
700+ 3.89% |
$77K - $77.3K
|
18.7K
$2.06M
|
|
|
Aug 05, 2025
Q2 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
687+ 2.49% |
$75.6K - $75.9K
|
28.3K
$3.12M
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
670+ 3.18% |
$73.7K - $74K
|
21.7K
$2.4M
|
|
|
Jul 30, 2025
Q2 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
648+ 10.57% |
$71.3K - $71.6K
|
6.78K
$748K
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
636+ 11.24% |
$70K - $70.3K
|
6.3K
$695K
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
596+ 596.0% |
$65.6K - $65.8K
|
696
$76.8K
|
|
|
Aug 04, 2025
Q2 2025
|
Virtus Family Office LLC
El Paso, TX |
BUY
|
- |
595+ 8.84% |
$65.5K - $65.7K
|
7.32K
$808K
|
|
|
Jul 25, 2025
Q2 2025
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
543+ 21.51% |
$59.8K - $60K
|
3.07K
$338K
|
|
|
Aug 14, 2025
Q2 2025
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
538+ 1.97% |
$59.2K - $59.4K
|
27.8K
$3.07M
|
|
|
Jul 23, 2025
Q2 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
525+ 15.15% |
$57.8K - $58K
|
3.99K
$440K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
510New |
$56.1K - $56.3K
|
510
$56.3K
|
|
|
Jul 18, 2025
Q2 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
500+ 5.68% |
$55K - $55.2K
|
9.3K
$1.03M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
499+ 11.68% |
$54.9K - $55.1K
|
4.77K
$526K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
498New |
$54.8K - $55K
|
498
$54.9K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
488+ 1.59% |
$53.7K - $53.9K
|
31.2K
$3.44M
|
|
|
Aug 05, 2025
Q2 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
480+ 22.33% |
$52.8K - $53K
|
2.63K
$290K
|
|
|
Aug 11, 2025
Q2 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
473+ 1.93% |
$52.1K - $52.2K
|
25K
$2.76M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
453+ 5.56% |
$49.9K - $50K
|
8.6K
$949K
|
|
|
Jul 23, 2025
Q2 2025
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
424+ 6.06% |
$46.7K - $46.8K
|
7.42K
$819K
|
|
|
Jul 09, 2025
Q2 2025
|
Lincoln Capital Corp
|
BUY
|
- |
388+ 2.46% |
$42.7K - $42.9K
|
16.2K
$1.78M
|
|
|
Jul 23, 2025
Q2 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
379+ 3.53% |
$41.7K - $41.9K
|
11.1K
$1.23M
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
367+ 14.61% |
$40.4K - $40.5K
|
2.88K
$318K
|
|
|
Aug 05, 2025
Q2 2025
|
Ltg Capital LLC
|
BUY
|
- |
362+ 11.11% |
$39.8K - $40K
|
3.62K
$399K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
348+ 38.62% |
$38.3K - $38.4K
|
1.25K
$138K
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
340+ 8.1% |
$37.4K - $37.6K
|
4.54K
$501K
|
|
|
Aug 05, 2025
Q2 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
335+ 1.64% |
$36.9K - $37K
|
20.8K
$2.29M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
332+ 5.28% |
$36.5K - $36.7K
|
6.62K
$730K
|
|
|
Jul 21, 2025
Q2 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
317+ 2.05% |
$34.9K - $35K
|
15.7K
$1.74M
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
303New |
$33.3K - $33.5K
|
303
$33.4K
|
|
|
Aug 04, 2025
Q2 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
284+ 0.97% |
$31.3K - $31.4K
|
29.6K
$3.26M
|
|
|
Jul 16, 2025
Q2 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
260+ 3.71% |
$28.6K - $28.7K
|
7.28K
$803K
|
|
|
Jul 31, 2025
Q2 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
254New |
$28K - $28.1K
|
254
$28K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
244+ 7.09% |
$26.9K - $27K
|
3.69K
$406K
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
235+ 9.64% |
$25.9K - $26K
|
2.67K
$295K
|
|
|
Jul 18, 2025
Q2 2025
|
United Bank
Vienna, VA |
BUY
|
- |
207+ 0.4% |
$22.8K - $22.9K
|
52.5K
$5.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
203+ 11.12% |
$22.3K - $22.4K
|
2.03K
$224K
|
|
|
Jul 31, 2025
Q2 2025
|
Insight Wealth Partners, LLC
|
BUY
|
- |
198+ 2.69% |
$21.8K - $21.9K
|
7.55K
$833K
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
185+ 2.62% |
$20.4K - $20.4K
|
7.26K
$801K
|