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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4K- 47.42% |
$440K - $442K
|
4.43K
$488K
|
|
|
Apr 18, 2024
Q1 2024
|
Udine Wealth Management, Inc.
|
SELL
|
- |
-3K- 2.71% |
$330K - $332K
|
108K
$11.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-2.85K- 33.74% |
$314K - $315K
|
5.6K
$618K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-2.58K- 3.44% |
$284K - $286K
|
72.5K
$8M
|
|
|
May 10, 2024
Q1 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-2.33K- 27.86% |
$256K - $257K
|
6.02K
$664K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-2.11K- 48.79% |
$233K - $234K
|
2.22K
$244K
|
|
|
May 14, 2024
Q1 2024
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-1.83K- 31.63% |
$202K - $202K
|
3.96K
$436K
|
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-1.75K- 74.57% |
$192K - $193K
|
595
$65.6K
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
SELL
|
- |
-1.67K- 41.85% |
$184K - $185K
|
2.32K
$256K
|
|
|
May 08, 2024
Q1 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-1.57K- 43.94% |
$172K - $173K
|
2K
$220K
|
|
|
Apr 17, 2024
Q1 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-1.5K- 13.39% |
$165K - $166K
|
9.7K
$1.07M
|
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
SELL
|
- |
-1.32K- 23.91% |
$146K - $146K
|
4.21K
$464K
|
|
|
May 13, 2024
Q1 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-1.24K- 28.37% |
$136K - $137K
|
3.13K
$344K
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.21K- 10.81% |
$133K - $134K
|
9.99K
$1.1M
|
|
|
Apr 17, 2024
Q1 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-1K- 19.79% |
$110K - $111K
|
4.05K
$447K
|
|
|
Apr 10, 2024
Q1 2024
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-740- 25.62% |
$81.5K - $81.8K
|
2.15K
$237K
|
|
|
May 15, 2024
Q1 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-625- 1.12% |
$68.8K - $69.1K
|
55K
$6.06M
|
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
SELL
|
- |
-443- 5.2% |
$48.8K - $49K
|
8.08K
$891K
|
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
SELL
|
- |
-435- 14.96% |
$47.9K - $48.1K
|
2.47K
$273K
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
SELL
|
- |
-407- 15.45% |
$44.8K - $45K
|
2.23K
$246K
|
|
|
Apr 23, 2024
Q1 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-340- 19.3% |
$37.4K - $37.6K
|
1.42K
$157K
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-312- 7.81% |
$34.4K - $34.5K
|
3.69K
$406K
|
|
|
May 10, 2024
Q1 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-262- 12.57% |
$28.8K - $29K
|
1.82K
$201K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-250- 92.94% |
$27.5K - $27.6K
|
19
$2.09K
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-249- 8.42% |
$27.4K - $27.5K
|
2.71K
$299K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-210- 7.6% |
$23.1K - $23.2K
|
2.55K
$281K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-200- 6.67% |
$22K - $22.1K
|
2.8K
$309K
|
|
|
May 06, 2024
Q1 2024
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-160- 6.69% |
$17.6K - $17.7K
|
2.23K
$246K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-71- 0.35% |
$7.82K - $7.85K
|
20K
$2.2M
|
|
|
Apr 12, 2024
Q1 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-21- 0.12% |
$2.31K - $2.32K
|
18.2K
$2.01M
|
|
|
Apr 12, 2024
Q1 2024
|
Retirement Planning Group
|
SELL
|
- |
-15- 0.12% |
$1.65K - $1.66K
|
12.7K
$1.4M
|
|
|
Apr 16, 2024
Q1 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-11- 22.92% |
$1.21K - $1.22K
|
37
$4.08K
|
|
|
May 07, 2024
Q1 2024
|
Pecaut & Co.
|
SELL
|
- |
-10- 0.19% |
$1.1K - $1.11K
|
5.39K
$594K
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-361K- 99.88% |
$39.7M - $40M
|
437
$48.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Capital Strategies
|
SELL
|
- |
-109K- 96.89% |
$12M - $12M
|
3.5K
$385K
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-20.9K- 89.04% |
$2.3M - $2.31M
|
2.58K
$284K
|
|
|
Feb 14, 2024
Q4 2023
|
Surience Private Wealth LLC
|
SELL
|
- |
-13.9K- 35.32% |
$1.53M - $1.54M
|
25.4K
$2.81M
|
|
|
Feb 05, 2024
Q4 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-12K- 63.57% |
$1.32M - $1.33M
|
6.9K
$760K
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-10.8K- 27.54% |
$1.19M - $1.19M
|
28.4K
$3.13M
|
|
|
Feb 09, 2024
Q4 2023
|
Pictet Bank & Trust LTD
|
SELL
|
- |
-8.16K- 68.94% |
$897K - $903K
|
3.68K
$405K
|
|
|
Feb 14, 2024
Q4 2023
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-6.78K- 99.81% |
$745K - $749K
|
13
$1.43K
|
|
|
Jan 23, 2024
Q4 2023
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-5.17K- 39.44% |
$568K - $572K
|
7.94K
$875K
|
|
|
Jan 12, 2024
Q4 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-3.62K- 32.41% |
$398K - $400K
|
7.55K
$832K
|
|
|
Feb 09, 2024
Q4 2023
|
Moreno Evelyn V
Boston, MA |
SELL
|
- |
-3.14K- 41.64% |
$345K - $348K
|
4.41K
$486K
|
|
|
Jan 09, 2024
Q4 2023
|
Walker Financial Services, Inc.
Bowling Green, KY |
SELL
|
- |
-2.16K- 53.34% |
$237K - $238K
|
1.89K
$208K
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-2.06K- 21.8% |
$227K - $228K
|
7.41K
$816K
|
|
|
Jan 25, 2024
Q4 2023
|
Madrona Financial Services, LLC
|
SELL
|
- |
-1.99K- 50.25% |
$219K - $220K
|
1.97K
$217K
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.84K- 14.59% |
$202K - $203K
|
10.8K
$1.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-1.15K- 16.42% |
$126K - $127K
|
5.85K
$645K
|
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-840- 85.98% |
$92.3K - $92.9K
|
137
$15.1K
|
|