Institutional shares held 101 Million
0 calls
0 puts
Total value of holdings $11.1B
$0 calls
$0 puts
# of Institutions 783


Latest Institutional Activity in SHV

Top Purchases

Q4 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 1.63M ($180M)
Q4 2025
Cwa Asset Management Group, LLC Shares Held: 76.8K ($8.47M)
Q4 2025
Kfa Private Wealth Group, LLC Shares Held: 158K ($17.4M)
Q4 2025
Westview Management Dba Westview Investment Advisors Shares Held: 35.8K ($3.95M)
Q4 2025
Pacifica Partners Inc. Shares Held: 67.8K ($7.47M)

Top Sells

Q4 2025
Ehrlich Financial Group Shares Held: 15.1K ($1.67M)
Q4 2025
Sulzberger Capital Advisors, Inc. Shares Held: 226K ($24.9M)
Q4 2025
Sagespring Wealth Partners, LLC Shares Held: 7.76K ($856K)
Q4 2025
Procyon Advisors, LLC Shares Held: 54K ($5.95M)
Q4 2025
Fermata Advisors, LLC Shares Held: 17.5K ($1.93M)

About SHV

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