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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2019
Q3 2019
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-754Closed |
$83.3K - $83.4K
|
0
$0
|
|
|
Oct 18, 2019
Q3 2019
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-275Closed |
$30.4K - $30.4K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-50Closed |
$5.52K - $5.53K
|
0
$0
|
|
|
Nov 05, 2019
Q3 2019
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-43Closed |
$4.75K - $4.76K
|
0
$0
|
|
|
Oct 21, 2019
Q3 2019
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-32Closed |
$3.53K - $3.54K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-880KClosed |
$97.1M - $97.4M
|
0
$0
|
|
|
Jul 10, 2019
Q2 2019
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-634KClosed |
$70M - $70.2M
|
0
$0
|
|
|
Jul 22, 2019
Q2 2019
|
Founders Financial Securities LLC
|
SELL
|
- |
-33.6KClosed |
$3.71M - $3.72M
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Q3 Asset Management
|
SELL
|
- |
-23.4KClosed |
$2.58M - $2.59M
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-14.6KClosed |
$1.62M - $1.62M
|
0
$0
|
|
|
Aug 09, 2019
Q2 2019
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-11.3KClosed |
$1.25M - $1.25M
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Kovack Advisors, Inc.
|
SELL
|
- |
-10.6KClosed |
$1.17M - $1.17M
|
0
$0
|
|
|
Jul 26, 2019
Q2 2019
|
Bailard, Inc.
|
SELL
|
- |
-2.55KClosed |
$282K - $283K
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-2.33KClosed |
$257K - $258K
|
0
$0
|
|
|
Aug 12, 2019
Q2 2019
|
Bruderman Asset Management, LLC
Locust Valley, NY |
SELL
|
- |
-1.94KClosed |
$214K - $215K
|
0
$0
|
|
|
Dec 19, 2024
Q2 2019
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-652- 90.81% |
$71.9K - $72.2K
|
66
$7.29K
|
|
|
Jul 12, 2019
Q2 2019
|
Riverview Trust CO
|
SELL
|
- |
-524Closed |
$57.8K - $58K
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 10, 2019
Q1 2019
|
Price Capital Management, Inc.
Lafayette, LA |
SELL
|
- |
-135KClosed |
$14.9M - $14.9M
|
0
$0
|
|
|
Apr 23, 2019
Q1 2019
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-79.6KClosed |
$8.78M - $8.81M
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Central Asset Investments & Management Holdings (Hk) LTD
|
SELL
|
- |
-45KClosed |
$4.96M - $4.98M
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-40.5KClosed |
$4.46M - $4.47M
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-24.7KClosed |
$2.72M - $2.73M
|
0
$0
|
|
|
May 09, 2019
Q1 2019
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-12.9KClosed |
$1.42M - $1.43M
|
0
$0
|
|
|
May 13, 2019
Q1 2019
|
Symmetry Partners, LLC
|
SELL
|
- |
-4.69KClosed |
$517K - $519K
|
0
$0
|
|
|
Apr 15, 2019
Q1 2019
|
Bt Wealth Management LLC
|
SELL
|
- |
-3.45KClosed |
$380K - $381K
|
0
$0
|
|
|
May 13, 2019
Q1 2019
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-1.85KClosed |
$204K - $205K
|
0
$0
|
|
|
May 01, 2019
Q1 2019
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-800Closed |
$88.2K - $88.5K
|
0
$0
|
|
|
May 10, 2019
Q1 2019
|
Glassman Wealth Services
|
SELL
|
- |
-119Closed |
$13.1K - $13.2K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-583KClosed |
$64.2M - $64.4M
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Mirador Capital Partners LP
|
SELL
|
- |
-9.18KClosed |
$1.01M - $1.01M
|
0
$0
|
|
|
Feb 20, 2019
Q4 2018
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-6.11KClosed |
$674K - $675K
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
Bank Of The West
|
SELL
|
- |
-5.59KClosed |
$616K - $618K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Wexford Capital LP
Greenwich, CT |
SELL
|
- |
-2.54KClosed |
$280K - $281K
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-1.85KClosed |
$204K - $205K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Oct 26, 2018
Q3 2018
|
Mechanics Bank Trust Department
|
SELL
|
- |
-10.8KClosed |
N/A
|
0
$0
|
|
|
Nov 09, 2023
Q3 2018
|
Brewin Dolphin LTD
London, X0 |
SELL
|
- |
-1.71KClosed |
N/A
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-39Closed |
N/A
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-30Closed |
N/A
|
0
$0
|
|
| Q2 2018 | |||||||
|
Jul 31, 2018
Q2 2018
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-2.46KClosed |
N/A
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 15, 2018
Q1 2018
|
Hilton Capital Management, LLC
|
SELL
|
- |
-15.5KClosed |
N/A
|
0
$0
|
|
|
May 15, 2018
Q1 2018
|
East Coast Asset Management, Llc.
Essex, MA |
SELL
|
- |
-3.05KClosed |
N/A
|
0
$0
|
|
|
Apr 25, 2018
Q1 2018
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-2.96KClosed |
N/A
|
0
$0
|
|
| Q4 2017 | |||||||
|
Feb 09, 2018
Q4 2017
|
Tcw Group Inc
|
SELL
|
- |
-176KClosed |
N/A
|
0
$0
|
|
|
Jan 16, 2018
Q4 2017
|
Legacy Private Trust Co.
|
SELL
|
- |
-4.35KClosed |
N/A
|
0
$0
|
|
|
Feb 13, 2018
Q4 2017
|
Capital Counsel LLC
New York, NY |
SELL
|
- |
-2.3KClosed |
N/A
|
0
$0
|
|
|
Feb 06, 2018
Q4 2017
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-58Closed |
N/A
|
0
$0
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-28.2KClosed |
N/A
|
0
$0
|
|
|
Nov 14, 2017
Q3 2017
|
Jacobs Asset Management, LLC
New York, NY |
SELL
|
- |
-25KClosed |
N/A
|
0
$0
|
|
|
Nov 01, 2017
Q3 2017
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-2.99KClosed |
N/A
|
0
$0
|
|