Latest Institutional Transactions on Ishares Tr (SHV)
This table provides information on the latest institutional transactions involving Ishares Tr (SHV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2026
Q4 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
640+ 19.37% |
$70.5K - $70.7K
|
3.94K
$435K
|
|
|
Jan 23, 2026
Q4 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-349- 3.08% |
$38.4K - $38.6K
|
11K
$1.21M
|
|
|
Jan 23, 2026
Q4 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
13.7K+ 24.32% |
$1.5M - $1.51M
|
69.8K
$7.7M
|
|
|
Jan 22, 2026
Q4 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
1.04K+ 3.85% |
$115K - $115K
|
28.1K
$3.1M
|
|
|
Jan 22, 2026
Q4 2025
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
125KNew |
$13.8M - $13.8M
|
125K
$13.8M
|
|
|
Jan 22, 2026
Q4 2025
|
Lincoln Capital Corp
|
SELL
|
- |
-7.15K- 42.57% |
$788K - $790K
|
9.65K
$1.06M
|
|
|
Jan 22, 2026
Q4 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-7.46K- 42.58% |
$822K - $824K
|
10.1K
$1.11M
|
|
|
Jan 22, 2026
Q4 2025
|
Northwest Quadrant Wealth Management, LLC
|
SELL
|
- |
-3.23K- 1.25% |
$355K - $356K
|
254K
$28M
|
|
|
Jan 22, 2026
Q4 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
4.1K+ 16.57% |
$452K - $453K
|
28.8K
$3.18M
|
|
|
Jan 22, 2026
Q4 2025
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-1.09K- 7.79% |
$120K - $121K
|
12.9K
$1.43M
|
|
|
Jan 22, 2026
Q4 2025
|
Prosperity Advisers, LLC
Fort Washington, PA |
BUY
|
- |
15.2KNew |
$1.67M - $1.68M
|
15.2K
$1.67M
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-2- 22.22% |
$220 - $221
|
7
$772
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
638New |
$70.3K - $70.5K
|
638
$70.4K
|
|
|
Jan 21, 2026
Q4 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 21, 2026
Q4 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
1.17K+ 10.74% |
$129K - $129K
|
12.1K
$1.33M
|
|
|
Jan 21, 2026
Q4 2025
|
Apella Capital, LLC
|
BUY
|
- |
54+ 0.86% |
$5.95K - $5.97K
|
6.34K
$699K
|
|
|
Jan 21, 2026
Q4 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
SELL
|
- |
-74- 1.79% |
$8.15K - $8.18K
|
4.06K
$448K
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
3.98K+ 23.57% |
$439K - $440K
|
20.9K
$2.3M
|
|
|
Jan 21, 2026
Q4 2025
|
Mayport, LLC
|
SELL
|
- |
-2.27K- 2.12% |
$250K - $251K
|
105K
$11.6M
|
|
|
Jan 21, 2026
Q4 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
27+ 4.25% |
$2.97K - $2.98K
|
663
$73.1K
|
|
|
Jan 21, 2026
Q4 2025
|
Financial Architects, LLC
Woodstock, GA |
BUY
|
- |
30+ 1.02% |
$3.3K - $3.31K
|
2.99K
$329K
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.43KNew |
$267K - $268K
|
2.43K
$268K
|
|
|
Jan 21, 2026
Q4 2025
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-2K- 44.94% |
$220K - $221K
|
2.45K
$270K
|
|
|
Jan 21, 2026
Q4 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-5.68K- 20.56% |
$626K - $628K
|
22K
$2.42M
|
|
|
Jan 20, 2026
Q4 2025
|
Aspiriant, LLC
|
SELL
|
- |
-898- 4.77% |
$98.9K - $99.2K
|
17.9K
$1.98M
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
5.92K+ 4.02% |
$652K - $654K
|
153K
$16.9M
|
|
|
Jan 20, 2026
Q4 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.33% |
$110 - $110
|
306
$33.7K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-12K- 80.8% |
$1.32M - $1.33M
|
2.85K
$314K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
777+ 13.96% |
$85.6K - $85.9K
|
6.34K
$699K
|
|
|
Jan 20, 2026
Q4 2025
|
Ascent Group, LLC
|
SELL
|
- |
-870- 2.78% |
$95.8K - $96.1K
|
30.4K
$3.35M
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
10K+ 487.65% |
$1.1M - $1.11M
|
12.1K
$1.33M
|
|
|
Jan 20, 2026
Q4 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
SELL
|
- |
-19.8K- 15.98% |
$2.18M - $2.19M
|
104K
$11.5M
|
|
|
Jan 20, 2026
Q4 2025
|
Chatterton & Associates Inc.
Anaheim, CA |
BUY
|
- |
4.51KNew |
$497K - $498K
|
4.51K
$497K
|
|
|
Jan 20, 2026
Q4 2025
|
Cypress Advisory Group LLC
Scottsdale, AZ |
SELL
|
- |
-9.95K- 4.85% |
$1.1M - $1.1M
|
195K
$21.5M
|
|
|
Jan 20, 2026
Q4 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-551- 2.58% |
$60.7K - $60.9K
|
20.8K
$2.3M
|
|
|
Jan 20, 2026
Q4 2025
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
1.18K+ 89.56% |
$129K - $130K
|
2.49K
$274K
|
|
|
Jan 20, 2026
Q4 2025
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
SELL
|
- |
-72- 2.86% |
$7.93K - $7.96K
|
2.44K
$269K
|
|
|
Jan 20, 2026
Q4 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
201+ 1.01% |
$22.1K - $22.2K
|
20.1K
$2.22M
|
|
|
Jan 20, 2026
Q4 2025
|
Stewardship Concepts Financial Services LLC
Spokane, WA |
BUY
|
- |
8.25KNew |
$909K - $911K
|
8.25K
$910K
|
|
|
Jan 20, 2026
Q4 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-200- 1.88% |
$22K - $22.1K
|
10.4K
$1.15M
|
|
|
Jan 20, 2026
Q4 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
7.29KNew |
$803K - $806K
|
7.29K
$804K
|
|
|
Jan 20, 2026
Q4 2025
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-65- 0.53% |
$7.16K - $7.18K
|
12.2K
$1.35M
|
|
|
Jan 20, 2026
Q4 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
150+ 7.41% |
$16.5K - $16.6K
|
2.17K
$240K
|
|
|
Jan 20, 2026
Q4 2025
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-1.17K- 25.11% |
$129K - $129K
|
3.49K
$384K
|
|
|
Jan 20, 2026
Q4 2025
|
Finley Financial, LLC
Las Vegas, NV |
SELL
|
- |
-305- 4.56% |
$33.6K - $33.7K
|
6.38K
$704K
|
|
|
Jan 16, 2026
Q4 2025
|
Kwmg, LLC
|
SELL
|
- |
-3.36K- 2.71% |
$370K - $371K
|
121K
$13.3M
|
|
|
Jan 16, 2026
Q4 2025
|
Banque Pictet & Cie Sa
|
BUY
|
- |
25.9K+ 27.84% |
$2.86M - $2.87M
|
119K
$13.1M
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-40- 76.92% |
$4.41K - $4.42K
|
12
$1.32K
|
|
|
Jan 16, 2026
Q4 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
3+ 0.02% |
$330 - $331
|
19.1K
$2.11M
|
|
|
Jan 16, 2026
Q4 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
SELL
|
- |
-801- 2.36% |
$88.2K - $88.5K
|
33.1K
$3.66M
|
|