Purchases and Sales Made in Q4 2025 in Ishares Tr (SHV)
This table provides information about the institutional ownership of Ishares Tr (SHV) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
127K+ 8.43% |
$14M - $14M
|
1.63M
$180M
|
|
|
Jan 07, 2026
Q4 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
60.9K+ 381.47% |
$6.71M - $6.73M
|
76.8K
$8.47M
|
|
|
Jan 07, 2026
Q4 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
54.7K+ 52.94% |
$6.03M - $6.05M
|
158K
$17.4M
|
|
|
Jan 15, 2026
Q4 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
40K+ 1011.12% |
$4.41M - $4.42M
|
44K
$4.85M
|
|
|
Jan 08, 2026
Q4 2025
|
Westview Management Dba Westview Investment Advisors
Burlington, VT |
BUY
|
- |
35.8KNew |
$3.94M - $3.96M
|
35.8K
$3.95M
|
|
|
Jan 12, 2026
Q4 2025
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
33K+ 2084.73% |
$3.64M - $3.65M
|
34.6K
$3.82M
|
|
|
Jan 16, 2026
Q4 2025
|
Banque Pictet & Cie Sa
|
BUY
|
- |
25.9K+ 27.84% |
$2.86M - $2.87M
|
119K
$13.1M
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
BUY
|
- |
16.9K+ 28.38% |
$1.86M - $1.87M
|
76.6K
$8.44M
|
|
|
Jan 14, 2026
Q4 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
15.4K+ 308.27% |
$1.7M - $1.7M
|
20.4K
$2.25M
|
|
|
Jan 14, 2026
Q4 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
15.1K+ 21.92% |
$1.66M - $1.67M
|
83.9K
$9.25M
|
|
|
Jan 08, 2026
Q4 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
13.6K+ 25.05% |
$1.49M - $1.5M
|
67.8K
$7.47M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
11.6K+ 78.72% |
$1.28M - $1.28M
|
26.4K
$2.91M
|
|
|
Jan 12, 2026
Q4 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
9.79K+ 155.74% |
$1.08M - $1.08M
|
16.1K
$1.77M
|
|
|
Jan 15, 2026
Q4 2025
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
7.89K+ 4.14% |
$869K - $872K
|
199K
$21.9M
|
|
|
Jan 12, 2026
Q4 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
7.27K+ 131.64% |
$801K - $803K
|
12.8K
$1.41M
|
|
|
Jan 15, 2026
Q4 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
5.25KNew |
$579K - $581K
|
5.25K
$579K
|
|
|
Jan 07, 2026
Q4 2025
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
5.14K+ 12.46% |
$566K - $568K
|
46.4K
$5.12M
|
|
|
Jan 08, 2026
Q4 2025
|
Montecito Bank & Trust
|
BUY
|
- |
3.63K+ 84.11% |
$399K - $401K
|
7.94K
$875K
|
|
|
Jan 15, 2026
Q4 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
3.6KNew |
$396K - $397K
|
3.6K
$397K
|
|
|
Jan 09, 2026
Q4 2025
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
3.26KNew |
$359K - $360K
|
3.26K
$360K
|
|
|
Jan 08, 2026
Q4 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
3.08KNew |
$339K - $340K
|
3.08K
$340K
|
|
|
Jan 12, 2026
Q4 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
2.85K+ 35.75% |
$314K - $315K
|
10.8K
$1.19M
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.67K+ 32.49% |
$295K - $295K
|
10.9K
$1.2M
|
|
|
Jan 12, 2026
Q4 2025
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
2.27K+ 18.7% |
$250K - $251K
|
14.4K
$1.59M
|
|
|
Jan 12, 2026
Q4 2025
|
Gen Wealth Group, Inc.
|
BUY
|
- |
2.09K+ 13.38% |
$231K - $231K
|
17.7K
$1.96M
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2.03KNew |
$223K - $224K
|
2.03K
$223K
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
2K+ 3.42% |
$221K - $221K
|
60.6K
$6.68M
|
|
|
Jan 09, 2026
Q4 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
1.45K+ 31.02% |
$160K - $161K
|
6.14K
$677K
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
1.25K+ 0.16% |
$138K - $138K
|
766K
$84.4M
|
|
|
Jan 08, 2026
Q4 2025
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
951+ 0.59% |
$105K - $105K
|
162K
$17.9M
|
|
|
Jan 07, 2026
Q4 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
BUY
|
- |
850New |
$93.6K - $93.9K
|
850
$93.7K
|
|
|
Jan 12, 2026
Q4 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
718+ 9.12% |
$79.1K - $79.3K
|
8.59K
$947K
|
|
|
Jan 09, 2026
Q4 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
175+ 5.69% |
$19.3K - $19.3K
|
3.25K
$358K
|
|
|
Jan 12, 2026
Q4 2025
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
124+ 0.93% |
$13.7K - $13.7K
|
13.4K
$1.48M
|
|
|
Jan 12, 2026
Q4 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
113+ 1.28% |
$12.4K - $12.5K
|
8.96K
$988K
|
|
|
Jan 16, 2026
Q4 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
100+ 1.48% |
$11K - $11K
|
6.87K
$757K
|
|
|
Jan 13, 2026
Q4 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
60+ 0.83% |
$6.61K - $6.63K
|
7.3K
$805K
|
|
|
Jan 06, 2026
Q4 2025
|
Investors Research Corp
|
BUY
|
- |
56+ 3.57% |
$6.17K - $6.19K
|
1.62K
$179K
|
|
|
Jan 12, 2026
Q4 2025
|
Nerd Wallet Wealth Partners, LLC
New York, NY |
BUY
|
- |
54+ 0.04% |
$5.95K - $5.97K
|
136K
$15M
|
|
|
Jan 08, 2026
Q4 2025
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
35New |
$3.86K - $3.87K
|
35
$3.86K
|
|
|
Jan 06, 2026
Q4 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
26+ 1.34% |
$2.86K - $2.87K
|
1.96K
$217K
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
20+ 0.32% |
$2.2K - $2.21K
|
6.36K
$701K
|
|
|
Jan 16, 2026
Q4 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
3+ 0.02% |
$330 - $331
|
19.1K
$2.11M
|
|
|
Jan 14, 2026
Q4 2025
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
1+ 0.01% |
$110 - $110
|
7.82K
$863K
|
|
|
Jan 15, 2026
Q4 2025
|
Founders Capital Management
|
BUY
|
- |
1New |
$110 - $110
|
1
$110
|
|
|
Jan 16, 2026
Q4 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
SELL
|
- |
-10- 0.45% |
$1.1K - $1.1K
|
2.23K
$246K
|
|
|
Jan 05, 2026
Q4 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-32- 6.29% |
$3.52K - $3.54K
|
477
$52.6K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-40- 76.92% |
$4.41K - $4.42K
|
12
$1.32K
|
|
|
Jan 07, 2026
Q4 2025
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-40- 0.93% |
$4.41K - $4.42K
|
4.27K
$470K
|
|
|
Jan 09, 2026
Q4 2025
|
Central Bank & Trust CO
|
SELL
|
- |
-56- 0.37% |
$6.17K - $6.19K
|
15.3K
$1.68M
|
|