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 14, 2025
Q2 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
185New |
$20.4K - $20.4K
|
185
$20.4K
|
|
|
Aug 11, 2025
Q2 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
182New |
$20K - $20.1K
|
182
$20.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
169+ 0.03% |
$18.6K - $18.7K
|
534K
$58.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
162+ 7.63% |
$17.8K - $17.9K
|
2.29K
$252K
|
|
|
Jul 09, 2025
Q2 2025
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
132+ 2.25% |
$14.5K - $14.6K
|
6.01K
$663K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
123+ 0.69% |
$13.5K - $13.6K
|
17.9K
$1.98M
|
|
|
Jul 09, 2025
Q2 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
119New |
$13.1K - $13.1K
|
119
$13.1K
|
|
|
Jul 16, 2025
Q2 2025
|
Gen Wealth Group, Inc.
|
BUY
|
- |
108+ 0.68% |
$11.9K - $11.9K
|
16K
$1.76M
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
100New |
$11K - $11K
|
100
$11K
|
|
|
Jul 23, 2025
Q2 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
83+ 1.05% |
$9.13K - $9.17K
|
7.99K
$881K
|
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
80+ 3.15% |
$8.8K - $8.84K
|
2.62K
$289K
|
|
|
Jul 23, 2025
Q2 2025
|
Columbus Macro, LLC
|
BUY
|
- |
76+ 1.74% |
$8.36K - $8.39K
|
4.45K
$491K
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
75+ 1.8% |
$8.25K - $8.28K
|
4.25K
$469K
|
|
|
Jul 30, 2025
Q2 2025
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
BUY
|
- |
69+ 2.95% |
$7.59K - $7.62K
|
2.41K
$265K
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
BUY
|
- |
68+ 4.29% |
$7.48K - $7.51K
|
1.65K
$182K
|
|
|
Aug 13, 2025
Q2 2025
|
First Wilshire Securities Management Inc
Pasadena, CA |
BUY
|
- |
54+ 1.05% |
$5.94K - $5.96K
|
5.21K
$575K
|
|
|
Jul 31, 2025
Q2 2025
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
54+ 0.48% |
$5.94K - $5.96K
|
11.4K
$1.26M
|
|
|
Jul 28, 2025
Q2 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
53+ 2.87% |
$5.83K - $5.85K
|
1.9K
$210K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
53+ 0.3% |
$5.83K - $5.85K
|
18K
$1.99M
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
53+ 1.22% |
$5.83K - $5.85K
|
4.4K
$485K
|
|
|
Aug 11, 2025
Q2 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
48+ 4.48% |
$5.28K - $5.3K
|
1.12K
$124K
|
|
|
Jul 23, 2025
Q2 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
45+ 1.07% |
$4.95K - $4.97K
|
4.23K
$467K
|
|
|
Aug 14, 2025
Q2 2025
|
Advisor Os, LLC
|
BUY
|
- |
45+ 0.71% |
$4.95K - $4.97K
|
6.34K
$700K
|
|
|
Aug 11, 2025
Q2 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
41+ 4100.0% |
$4.51K - $4.53K
|
42
$4.63K
|
|
|
Aug 04, 2025
Q2 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
40+ 0.7% |
$4.4K - $4.42K
|
5.78K
$638K
|
|
|
Jul 16, 2025
Q2 2025
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
40+ 0.31% |
$4.4K - $4.42K
|
12.8K
$1.41M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
36+ 26.67% |
$3.96K - $3.98K
|
171
$18.9K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
36+ 0.41% |
$3.96K - $3.98K
|
8.86K
$978K
|
|
|
Aug 14, 2025
Q2 2025
|
Farringdon Capital, Ltd.
London, X0 |
BUY
|
- |
35+ 0.04% |
$3.85K - $3.87K
|
95.1K
$10.5M
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
35+ 0.32% |
$3.85K - $3.87K
|
11.1K
$1.22M
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
33+ 0.46% |
$3.63K - $3.65K
|
7.19K
$793K
|
|
|
Aug 14, 2025
Q2 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
30+ 0.91% |
$3.3K - $3.31K
|
3.33K
$367K
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
30+ 0.17% |
$3.3K - $3.31K
|
17.6K
$1.94M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
27New |
$2.97K - $2.98K
|
27
$2.98K
|
|
|
Aug 13, 2025
Q2 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
24+ 1.08% |
$2.64K - $2.65K
|
2.24K
$247K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
23New |
$2.53K - $2.54K
|
23
$2.54K
|
|
|
Jul 16, 2025
Q2 2025
|
West Branch Capital LLC
|
BUY
|
- |
21+ 1.06% |
$2.31K - $2.32K
|
2K
$221K
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Architects, LLC
Woodstock, GA |
BUY
|
- |
20+ 0.68% |
$2.2K - $2.21K
|
2.97K
$327K
|
|
|
Jul 17, 2025
Q2 2025
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
19+ 1.02% |
$2.09K - $2.1K
|
1.89K
$208K
|
|
|
Aug 14, 2025
Q2 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
18+ 0.62% |
$1.98K - $1.99K
|
2.93K
$323K
|
|
|
Oct 02, 2025
Q2 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
16New |
$1.76K - $1.77K
|
16
$1.76K
|
|
|
Jul 07, 2025
Q2 2025
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
15+ 0.2% |
$1.65K - $1.66K
|
7.46K
$822K
|
|
|
Jul 16, 2025
Q2 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
15+ 0.19% |
$1.65K - $1.66K
|
7.77K
$857K
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
13+ 0.68% |
$1.43K - $1.44K
|
1.92K
$212K
|
|
|
Aug 12, 2025
Q2 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
12+ 0.03% |
$1.32K - $1.33K
|
34.8K
$3.84M
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
12+ 4.44% |
$1.32K - $1.33K
|
282
$31.1K
|
|
|
Jul 22, 2025
Q2 2025
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
10+ 0.47% |
$1.1K - $1.1K
|
2.14K
$236K
|
|
|
Aug 14, 2025
Q2 2025
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
6New |
$660 - $663
|
6
$662
|
|
|
Aug 14, 2025
Q2 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
6+ 0.93% |
$660 - $663
|
652
$71.9K
|
|
|
Aug 01, 2025
Q2 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
6+ 0.24% |
$660 - $663
|
2.53K
$279K
|