Latest Institutional Sells of Ishares Tr (SHV)
This list provides information on the latest institutional transactions involving Ishares Tr (SHV) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 02, 2023
Q4 2022
|
Palladiem, LLC
|
SELL
|
- |
-1.7K- 12.48% |
$187K - $187K
|
11.9K
$1.31M
|
|
|
Jan 23, 2023
Q4 2022
|
Connable Office Inc
|
SELL
|
- |
-1.7K- 0.83% |
$187K - $187K
|
202K
$22.3M
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-1.05K- 10.91% |
$115K - $116K
|
8.58K
$946K
|
|
|
Feb 09, 2023
Q4 2022
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-445- 6.05% |
$48.8K - $49K
|
6.91K
$762K
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-223- 0.73% |
$24.5K - $24.6K
|
30.2K
$3.33M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-196- 6.08% |
$21.5K - $21.6K
|
3.03K
$334K
|
|
|
Feb 01, 2023
Q4 2022
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-73- 3.6% |
$8.01K - $8.04K
|
1.96K
$216K
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-13- 22.41% |
$1.43K - $1.43K
|
45
$4.96K
|
|
| Q3 2022 | |||||||
|
Nov 04, 2022
Q3 2022
|
Milliman Financial Risk Management LLC
Chicago, IL |
SELL
|
- |
-2.86M- 13.57% |
$314M - $314M
|
18.2M
$2.01B
|
|
|
Nov 08, 2022
Q3 2022
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-59.3K- 57.88% |
$6.51M - $6.53M
|
43.1K
$4.76M
|
|
|
Oct 17, 2022
Q3 2022
|
Strategic Equity Management
|
SELL
|
- |
-53.7K- 33.41% |
$5.9M - $5.91M
|
107K
$11.8M
|
|
|
Oct 12, 2022
Q3 2022
|
Emerald Advisors, LLC
|
SELL
|
- |
-10.9K- 41.11% |
$1.2M - $1.2M
|
15.7K
$1.73M
|
|
|
Nov 14, 2022
Q3 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-9.65K- 75.03% |
$1.06M - $1.06M
|
3.21K
$354K
|
|
|
Nov 01, 2022
Q3 2022
|
Fortem Financial Group, LLC
|
SELL
|
- |
-2.64K- 42.84% |
$290K - $290K
|
3.52K
$388K
|
|
|
May 15, 2023
Q3 2022
|
Northstar Asset Management Inc
Boston, MA |
SELL
|
- |
-2.35KClosed |
$258K - $258K
|
0
$0
|
|
|
Mar 11, 2024
Q3 2022
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-1.94KClosed |
$213K - $213K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-1.82K- 44.41% |
$200K - $200K
|
2.28K
$251K
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-1.16K- 4.07% |
$127K - $127K
|
27.2K
$3M
|
|
|
Nov 16, 2022
Q3 2022
|
Milestone Wealth, LLC
Buffalo, NY |
SELL
|
- |
-1.14K- 20.29% |
$125K - $125K
|
4.46K
$492K
|
|
|
Nov 08, 2022
Q3 2022
|
Bts Asset Management, Inc.
|
SELL
|
- |
-839- 6.38% |
$92.2K - $92.4K
|
12.3K
$1.36M
|
|
|
Nov 02, 2022
Q3 2022
|
Siena Capital LLC
Cincinnati, OH |
SELL
|
- |
-571- 1.22% |
$62.8K - $62.9K
|
46.1K
$5.08M
|
|
|
Jan 03, 2023
Q3 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-556- 9.86% |
$61.1K - $61.2K
|
5.08K
$560K
|
|
|
Nov 10, 2022
Q3 2022
|
Covenant Partners, LLC
|
SELL
|
- |
-291- 2.35% |
$32K - $32K
|
12.1K
$1.33M
|
|
|
Oct 18, 2022
Q3 2022
|
Wealthpoint, LLC
|
SELL
|
- |
-263- 3.84% |
$28.9K - $29K
|
6.59K
$727K
|
|
|
Oct 31, 2022
Q3 2022
|
Concorde Asset Management, LLC
|
SELL
|
- |
-214- 7.65% |
$23.5K - $23.6K
|
2.58K
$285K
|
|
|
Oct 21, 2022
Q3 2022
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-114- 3.24% |
$12.5K - $12.6K
|
3.4K
$375K
|
|
|
Oct 24, 2022
Q3 2022
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-96- 4.65% |
$10.6K - $10.6K
|
1.97K
$217K
|
|
|
Oct 14, 2022
Q3 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-79- 1.7% |
$8.68K - $8.7K
|
4.57K
$504K
|
|
|
Oct 20, 2022
Q3 2022
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-10- 66.67% |
$1.1K - $1.1K
|
5
$551
|
|
|
Nov 08, 2022
Q3 2022
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-5- 1.54% |
$550 - $551
|
319
$35.2K
|
|
| Q2 2022 | |||||||
|
Jul 28, 2022
Q2 2022
|
3 Edge Asset Management, LP
|
SELL
|
- |
-590KClosed |
$64.9M - $65.1M
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Reliant Wealth Planning
|
SELL
|
- |
-160KClosed |
$17.5M - $17.6M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Fure Financial Corp
Bloomington, MN |
SELL
|
- |
-112K- 99.94% |
$12.3M - $12.4M
|
63
$6.95K
|
|
|
Jul 08, 2022
Q2 2022
|
Next Capital Advisers, Inc.
|
SELL
|
- |
-48.2K- 5.87% |
$5.3M - $5.31M
|
773K
$85.2M
|
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-45.9KClosed |
$5.05M - $5.07M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-45K- 29.43% |
$4.95M - $4.96M
|
108K
$11.9M
|
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
SELL
|
- |
-42.3K- 99.9% |
$4.65M - $4.67M
|
41
$4.52K
|
|
|
Jul 08, 2022
Q2 2022
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-28.7KClosed |
$3.15M - $3.16M
|
0
$0
|
|
|
Aug 25, 2023
Q2 2022
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-15.8KClosed |
$1.74M - $1.74M
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Orser Capital Management, LLC
|
SELL
|
- |
-15.5KClosed |
$1.7M - $1.7M
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-15.4KClosed |
$1.7M - $1.7M
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-12.2KClosed |
$1.34M - $1.34M
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-11K- 84.57% |
$1.2M - $1.21M
|
2K
$220K
|
|
|
Jul 13, 2022
Q2 2022
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-9.16KClosed |
$1.01M - $1.01M
|
0
$0
|
|
|
Jul 01, 2022
Q2 2022
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-7.93KClosed |
$872K - $874K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-6.85KClosed |
$753K - $755K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-6.45K- 18.27% |
$709K - $712K
|
28.9K
$3.18M
|
|
|
Jul 25, 2022
Q2 2022
|
Mattern Wealth Management LLC
|
SELL
|
- |
-5.75KClosed |
$632K - $634K
|
0
$0
|
|
|
Aug 25, 2022
Q2 2022
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-5.29KClosed |
$582K - $583K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Barber Financial Group, Inc.
|
SELL
|
- |
-4.35KClosed |
$478K - $480K
|
0
$0
|
|