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 13, 2025
Q4 2024
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-30- 0.91% |
$3.3K - $3.32K
|
3.28K
$362K
|
|
|
Feb 11, 2025
Q4 2024
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-11- 0.92% |
$1.21K - $1.22K
|
1.18K
$130K
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-3- 2.19% |
$330 - $332
|
134
$14.8K
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-106K- 32.04% |
$11.7M - $11.7M
|
225K
$24.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-86.6K- 9.03% |
$9.54M - $9.59M
|
873K
$96.3M
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-46.8K- 94.99% |
$5.15M - $5.18M
|
2.47K
$272K
|
|
|
Oct 15, 2024
Q3 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-15.1K- 72.02% |
$1.66M - $1.67M
|
5.86K
$647K
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-10.8K- 49.43% |
$1.19M - $1.2M
|
11.1K
$1.22M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-6.68K- 26.73% |
$735K - $739K
|
18.3K
$2.02M
|
|
|
Oct 15, 2024
Q3 2024
|
True Mark Investments, LLC
Chicago, IL |
SELL
|
- |
-3.04K- 29.71% |
$334K - $336K
|
7.19K
$792K
|
|
|
Oct 15, 2024
Q3 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-1.44K- 14.44% |
$159K - $160K
|
8.55K
$943K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.26K- 18.48% |
$139K - $140K
|
5.57K
$614K
|
|
|
Nov 15, 2024
Q3 2024
|
Titan Capital Management, LLC
|
SELL
|
- |
-806- 0.68% |
$88.7K - $89.2K
|
117K
$12.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-724- 1.64% |
$79.7K - $80.1K
|
43.5K
$4.79M
|
|
|
Nov 08, 2024
Q3 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-579- 19.54% |
$63.7K - $64.1K
|
2.38K
$263K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
SELL
|
- |
-408- 96.45% |
$44.9K - $45.1K
|
15
$1.65K
|
|
|
Oct 08, 2024
Q3 2024
|
Sinecera Capital, LLC
|
SELL
|
- |
-384- 8.02% |
$42.3K - $42.5K
|
4.4K
$486K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-274- 11.24% |
$30.2K - $30.3K
|
2.16K
$239K
|
|
|
Jun 10, 2025
Q3 2024
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-268Closed |
$29.5K - $29.6K
|
0
$0
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-174- 3.29% |
$19.1K - $19.2K
|
5.12K
$564K
|
|
|
Nov 06, 2024
Q3 2024
|
River & Mercantile LLC
Waltham, MA |
SELL
|
- |
-45- 1.01% |
$4.95K - $4.98K
|
4.43K
$489K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-476K- 5.91% |
$52.4M - $52.6M
|
7.58M
$836M
|
|
|
Aug 08, 2024
Q2 2024
|
Meeder Asset Management Inc
|
SELL
|
- |
-36.2K- 30.01% |
$3.98M - $4M
|
84.4K
$9.31M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-9.95K- 92.88% |
$1.1M - $1.1M
|
763
$84.2K
|
|
|
Jul 11, 2024
Q2 2024
|
Worth Asset Management, LLC
|
SELL
|
- |
-4.93K- 26.88% |
$543K - $545K
|
13.4K
$1.48M
|
|
|
Jul 30, 2024
Q2 2024
|
Cadinha & CO LLC
|
SELL
|
- |
-4.48K- 5.05% |
$493K - $495K
|
84.2K
$9.29M
|
|
|
Jul 23, 2024
Q2 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-4K- 68.2% |
$440K - $442K
|
1.87K
$206K
|
|
|
Jul 11, 2024
Q2 2024
|
Cherrydale Wealth Management, LLC
|
SELL
|
- |
-3.56K- 42.64% |
$392K - $393K
|
4.79K
$528K
|
|
|
Jul 22, 2024
Q2 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-2.7K- 39.67% |
$297K - $299K
|
4.11K
$453K
|
|
|
Jul 26, 2024
Q2 2024
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-1.88K- 38.22% |
$207K - $208K
|
3.04K
$335K
|
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-1.69K- 47.94% |
$186K - $186K
|
1.83K
$202K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-1.43K- 16.45% |
$157K - $157K
|
7.24K
$798K
|
|
|
Jul 19, 2024
Q2 2024
|
Cpr Investments Inc.
Rochester, MI |
SELL
|
- |
-799- 6.65% |
$87.9K - $88.3K
|
11.2K
$1.24M
|
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-582- 16.72% |
$64K - $64.3K
|
2.9K
$320K
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-453- 85.8% |
$49.8K - $50.1K
|
75
$8.27K
|
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
SELL
|
- |
-365- 10.28% |
$40.2K - $40.3K
|
3.19K
$351K
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-314- 53.68% |
$34.6K - $34.7K
|
271
$29.9K
|
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-33- 66.0% |
$3.63K - $3.65K
|
17
$1.87K
|
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-27Closed |
$2.97K - $2.98K
|
0
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-19- 0.9% |
$2.09K - $2.1K
|
2.1K
$232K
|
|
|
Jul 22, 2024
Q2 2024
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-1- 33.33% |
$110 - $111
|
2
$221
|
|
| Q1 2024 | |||||||
|
May 03, 2024
Q1 2024
|
Wbi Investments, Inc.
|
SELL
|
- |
-26K- 91.95% |
$2.86M - $2.88M
|
2.28K
$251K
|
|
|
May 13, 2024
Q1 2024
|
Perella Weinberg Partners Capital Management LP
|
SELL
|
- |
-19.9K- 19.93% |
$2.19M - $2.2M
|
79.8K
$8.8M
|
|
|
Apr 15, 2024
Q1 2024
|
Investment Partners, Ltd.
|
SELL
|
- |
-8.24K- 69.42% |
$907K - $911K
|
3.63K
$400K
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-6.96K- 56.97% |
$767K - $770K
|
5.26K
$580K
|
|
|
May 14, 2024
Q1 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-5.38K- 22.94% |
$592K - $594K
|
18.1K
$1.99M
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4K- 47.42% |
$440K - $442K
|
4.43K
$489K
|
|
|
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
|
|
|
Feb 13, 2025
Q1 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-2.52KClosed |
$277K - $278K
|
0
$0
|
|