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 05, 2025
Q2 2025
|
Key F Inancial Inc
|
BUY
|
- |
3+ 2.78% |
$330 - $331
|
111
$12.2K
|
|
|
Aug 06, 2025
Q2 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
1+ 0.16% |
$110 - $110
|
617
$68.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1+ 0.05% |
$110 - $110
|
1.92K
$212K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-1- 1.43% |
$110 - $110
|
69
$7.61K
|
|
|
Jul 24, 2025
Q2 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-1- 33.33% |
$110 - $110
|
2
$221
|
|
|
Aug 05, 2025
Q2 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-3- 27.27% |
$330 - $331
|
8
$882
|
|
|
Jul 15, 2025
Q2 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
SELL
|
- |
-3- 0.07% |
$330 - $331
|
4.24K
$467K
|
|
|
Aug 06, 2025
Q2 2025
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-5- 0.16% |
$550 - $552
|
3.1K
$341K
|
|
|
Aug 14, 2025
Q2 2025
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-10- 2.35% |
$1.1K - $1.1K
|
415
$45.8K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-11- 47.83% |
$1.21K - $1.22K
|
12
$1.32K
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-14- 0.16% |
$1.54K - $1.55K
|
8.78K
$969K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-17- 3.24% |
$1.87K - $1.88K
|
508
$56K
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-17- 43.59% |
$1.87K - $1.88K
|
22
$2.43K
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-22- 0.45% |
$2.42K - $2.43K
|
4.85K
$535K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-30- 0.11% |
$3.3K - $3.31K
|
28K
$3.09M
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
SELL
|
- |
-37- 0.95% |
$4.07K - $4.09K
|
3.86K
$425K
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-43- 0.22% |
$4.73K - $4.75K
|
19.7K
$2.17M
|
|
|
Jul 29, 2025
Q2 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-44- 0.45% |
$4.84K - $4.86K
|
9.83K
$1.08M
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-48Closed |
$5.28K - $5.3K
|
0
$0
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-49- 0.28% |
$5.39K - $5.41K
|
17.4K
$1.92M
|
|
|
Aug 12, 2025
Q2 2025
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-60- 1.37% |
$6.6K - $6.63K
|
4.31K
$475K
|
|
|
Jul 29, 2025
Q2 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-69- 1.99% |
$7.59K - $7.62K
|
3.39K
$374K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-69- 0.55% |
$7.59K - $7.62K
|
12.6K
$1.39M
|
|
|
Jul 31, 2025
Q2 2025
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-69- 2.25% |
$7.59K - $7.62K
|
3K
$331K
|
|
|
Aug 07, 2025
Q2 2025
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-74- 0.08% |
$8.14K - $8.17K
|
89.2K
$9.84M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-81- 89.01% |
$8.91K - $8.95K
|
10
$1.1K
|
|
|
Jul 23, 2025
Q2 2025
|
Friedenthal Financial
|
SELL
|
- |
-93- 14.93% |
$10.2K - $10.3K
|
530
$58.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-107- 70.86% |
$11.8K - $11.8K
|
44
$4.85K
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
SELL
|
- |
-114- 2.03% |
$12.5K - $12.6K
|
5.5K
$606K
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-118- 2.06% |
$13K - $13K
|
5.61K
$619K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-119- 0.04% |
$13.1K - $13.1K
|
273K
$30.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Gould Capital, LLC
|
SELL
|
- |
-129- 0.37% |
$14.2K - $14.2K
|
34.6K
$3.82M
|
|
|
Aug 05, 2025
Q2 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
SELL
|
- |
-131- 6.24% |
$14.4K - $14.5K
|
1.97K
$217K
|
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
SELL
|
- |
-134- 1.92% |
$14.7K - $14.8K
|
6.86K
$756K
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-135- 1.81% |
$14.9K - $14.9K
|
7.33K
$808K
|
|
|
Jul 28, 2025
Q2 2025
|
Innova Wealth Partners
|
SELL
|
- |
-139- 2.32% |
$15.3K - $15.4K
|
5.86K
$647K
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-146- 1.61% |
$16.1K - $16.1K
|
8.91K
$983K
|
|
|
Jul 21, 2025
Q2 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-150- 3.55% |
$16.5K - $16.6K
|
4.08K
$450K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-151- 3.08% |
$16.6K - $16.7K
|
4.76K
$525K
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-153- 1.99% |
$16.8K - $16.9K
|
7.53K
$830K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-155- 2.05% |
$17.1K - $17.1K
|
7.42K
$818K
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-190- 2.04% |
$20.9K - $21K
|
9.12K
$1.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-201- 2.06% |
$22.1K - $22.2K
|
9.57K
$1.06M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-203- 3.02% |
$22.3K - $22.4K
|
6.51K
$718K
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-206- 8.35% |
$22.7K - $22.8K
|
2.26K
$250K
|
|
|
Jul 25, 2025
Q2 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-213- 9.08% |
$23.4K - $23.5K
|
2.13K
$235K
|
|
|
Jul 29, 2025
Q2 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-214- 3.14% |
$23.6K - $23.6K
|
6.59K
$727K
|
|
|
Aug 12, 2025
Q2 2025
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-216- 1.67% |
$23.8K - $23.9K
|
12.7K
$1.4M
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
SELL
|
- |
-224- 2.35% |
$24.7K - $24.7K
|
9.32K
$1.03M
|