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
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-236- 2.7% |
$26K - $26.1K
|
8.5K
$937K
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
SELL
|
- |
-238- 9.03% |
$26.2K - $26.3K
|
2.4K
$264K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-243- 0.06% |
$26.7K - $26.8K
|
421K
$46.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-250- 4.0% |
$27.5K - $27.6K
|
6K
$661K
|
|
|
Jul 16, 2025
Q2 2025
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-270- 2.48% |
$29.7K - $29.8K
|
10.6K
$1.17M
|
|
|
Aug 13, 2025
Q2 2025
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-272- 7.62% |
$29.9K - $30K
|
3.3K
$363K
|
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-279- 11.27% |
$30.7K - $30.8K
|
2.2K
$242K
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-300- 4.35% |
$33K - $33.1K
|
6.6K
$727K
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-308- 14.22% |
$33.9K - $34K
|
1.86K
$205K
|
|
|
Aug 11, 2025
Q2 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
SELL
|
- |
-308- 3.58% |
$33.9K - $34K
|
8.3K
$915K
|
|
|
Jul 28, 2025
Q2 2025
|
Aries Wealth Management
|
SELL
|
- |
-335- 5.02% |
$36.9K - $37K
|
6.34K
$698K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-345- 3.4% |
$38K - $38.1K
|
9.82K
$1.08M
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-369- 10.99% |
$40.6K - $40.8K
|
2.99K
$329K
|
|
|
Jul 11, 2025
Q2 2025
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
SELL
|
- |
-375- 9.99% |
$41.3K - $41.4K
|
3.38K
$372K
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-379- 10.5% |
$41.7K - $41.9K
|
3.23K
$356K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-380- 10.57% |
$41.8K - $42K
|
3.22K
$354K
|
|
|
Aug 14, 2025
Q2 2025
|
Destination Wealth Management
|
SELL
|
- |
-420- 3.24% |
$46.2K - $46.4K
|
12.6K
$1.38M
|
|
|
Jul 16, 2025
Q2 2025
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-458- 0.53% |
$50.4K - $50.6K
|
86.6K
$9.54M
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-465- 16.1% |
$51.2K - $51.4K
|
2.42K
$267K
|
|
|
Aug 15, 2025
Q2 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-474- 34.15% |
$52.2K - $52.4K
|
914
$101K
|
|
|
Aug 13, 2025
Q2 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-475- 3.13% |
$52.3K - $52.5K
|
14.7K
$1.62M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-484- 1.64% |
$53.3K - $53.5K
|
29K
$3.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-489- 3.83% |
$53.8K - $54K
|
12.3K
$1.35M
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-527- 9.14% |
$58K - $58.2K
|
5.24K
$577K
|
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-579- 23.78% |
$63.7K - $64K
|
1.86K
$204K
|
|
|
Jul 09, 2025
Q2 2025
|
Finley Financial, LLC
Las Vegas, NV |
SELL
|
- |
-600- 8.12% |
$66K - $66.3K
|
6.79K
$748K
|
|
|
Aug 04, 2025
Q2 2025
|
Jessup Wealth Management, Inc
Dayton, OH |
SELL
|
- |
-622- 13.68% |
$68.5K - $68.7K
|
3.92K
$432K
|
|
|
Aug 06, 2025
Q2 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-638- 2.73% |
$70.2K - $70.5K
|
22.7K
$2.51M
|
|
|
Aug 13, 2025
Q2 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-639- 3.14% |
$70.3K - $70.6K
|
19.7K
$2.17M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-646- 5.07% |
$71.1K - $71.4K
|
12.1K
$1.33M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-651- 1.42% |
$71.6K - $71.9K
|
45.1K
$4.97M
|
|
|
Aug 06, 2025
Q2 2025
|
Paragon Capital Management Inc
Provo, UT |
SELL
|
- |
-653- 0.62% |
$71.9K - $72.1K
|
104K
$11.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Aspiriant, LLC
|
SELL
|
- |
-663- 3.36% |
$73K - $73.2K
|
19.1K
$2.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
SELL
|
- |
-667- 3.94% |
$73.4K - $73.7K
|
16.3K
$1.79M
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-678- 27.1% |
$74.6K - $74.9K
|
1.82K
$201K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-682- 13.73% |
$75.1K - $75.3K
|
4.29K
$472K
|
|
|
Aug 05, 2025
Q2 2025
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-685- 4.29% |
$75.4K - $75.7K
|
15.3K
$1.68M
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-693- 9.65% |
$76.3K - $76.5K
|
6.49K
$715K
|
|
|
Jul 22, 2025
Q2 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-700- 25.93% |
$77K - $77.3K
|
2K
$220K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-702- 6.69% |
$77.3K - $77.5K
|
9.79K
$1.08M
|
|
|
Jul 25, 2025
Q2 2025
|
Courage Miller Partners, LLC
|
SELL
|
- |
-743- 8.33% |
$81.8K - $82.1K
|
8.18K
$901K
|
|
|
Aug 13, 2025
Q2 2025
|
Kdk Private Wealth Management, LLC
Houston, TX |
SELL
|
- |
-748- 2.8% |
$82.3K - $82.6K
|
26K
$2.86M
|
|
|
Jul 23, 2025
Q2 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-768- 14.68% |
$84.5K - $84.8K
|
4.46K
$492K
|
|
|
Aug 14, 2025
Q2 2025
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-769- 4.72% |
$84.6K - $84.9K
|
15.5K
$1.71M
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-778- 16.44% |
$85.6K - $85.9K
|
3.95K
$436K
|
|
|
Jul 21, 2025
Q2 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
SELL
|
- |
-780- 1.95% |
$85.8K - $86.2K
|
39.2K
$4.32M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-797- 0.51% |
$87.7K - $88K
|
154K
$17M
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-812- 8.75% |
$89.4K - $89.7K
|
8.47K
$933K
|
|
|
Aug 05, 2025
Q2 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-901- 18.38% |
$99.2K - $99.5K
|
4K
$441K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-902- 15.37% |
$99.3K - $99.6K
|
4.97K
$547K
|