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 |
|---|---|---|---|---|---|---|---|
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
119K+ 10.87% |
$13.1M - $13.1M
|
1.21M
$134M
|
|
|
Mar 13, 2025
Q4 2024
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
BUY
|
- |
4.4KNew |
$483K - $486K
|
4.4K
$485K
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.02K+ 15.54% |
$112K - $112K
|
7.55K
$833K
|
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
21New |
$2.31K - $2.32K
|
21
$2.32K
|
|
|
Mar 05, 2025
Q4 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
48+ 1.13% |
$5.28K - $5.31K
|
4.31K
$476K
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
1.45K+ 38.75% |
$160K - $161K
|
5.2K
$574K
|
|
|
Mar 03, 2025
Q4 2024
|
American Investment Services, Inc.
|
BUY
|
- |
7.87K+ 23.46% |
$865K - $871K
|
41.4K
$4.57M
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
223New |
$24.5K - $24.7K
|
223
$24.6K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
35New |
$3.85K - $3.87K
|
35
$3.86K
|
|
|
Feb 28, 2025
Q4 2024
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
2.23KNew |
$246K - $247K
|
2.23K
$247K
|
|
|
Feb 26, 2025
Q4 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-161K- 89.35% |
$17.7M - $17.8M
|
19.2K
$2.12M
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-27- 1.3% |
$2.97K - $2.99K
|
2.05K
$226K
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
12+ 0.24% |
$1.32K - $1.33K
|
5.01K
$552K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.43K- 2.14% |
$158K - $159K
|
65.5K
$7.23M
|
|
|
Feb 25, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
67KNew |
$7.37M - $7.41M
|
67K
$7.4M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
35New |
$3.85K - $3.87K
|
35
$3.86K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.74K+ 16.83% |
$411K - $413K
|
25.9K
$2.86M
|
|
|
Feb 21, 2025
Q4 2024
|
Gould Capital, LLC
|
BUY
|
- |
1.3K+ 3.68% |
$143K - $144K
|
36.6K
$4.04M
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
BUY
|
- |
2.02K+ 13.44% |
$221K - $223K
|
17K
$1.88M
|
|
|
Feb 19, 2025
Q4 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
4.21KNew |
$463K - $465K
|
4.21K
$465K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
57New |
$6.27K - $6.3K
|
57
$6.29K
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
1.86KNew |
$204K - $206K
|
1.86K
$205K
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-14.7K- 13.87% |
$1.61M - $1.62M
|
91.2K
$10.1M
|
|
|
Feb 18, 2025
Q4 2024
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-866K- 97.95% |
$95.2M - $95.7M
|
18.1K
$2M
|
|
|
Feb 14, 2025
Q4 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
16.8KNew |
$1.85M - $1.86M
|
16.8K
$1.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
215K+ 33.22% |
$23.7M - $23.8M
|
864K
$95.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
5.07K+ 68.34% |
$558K - $561K
|
12.5K
$1.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-156K- 18.62% |
$17.2M - $17.3M
|
683K
$75.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
96.6K+ 56.42% |
$10.6M - $10.7M
|
268K
$29.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-11.5K- 44.12% |
$1.26M - $1.27M
|
14.5K
$1.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-8.54K- 43.77% |
$938K - $944K
|
11K
$1.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-47.1K- 58.15% |
$5.18M - $5.21M
|
33.9K
$3.74M
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-3- 2.19% |
$330 - $332
|
134
$14.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-1.77K- 6.76% |
$194K - $195K
|
24.4K
$2.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
5.72K+ 16.54% |
$629K - $632K
|
40.3K
$4.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Apex Wealth Management, LLC
Bedford, NH |
BUY
|
- |
22KNew |
$2.42M - $2.43M
|
22K
$2.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-472K- 15.09% |
$51.9M - $52.2M
|
2.66M
$293M
|
|
|
Feb 14, 2025
Q4 2024
|
Pacific Financial Group Inc
|
BUY
|
- |
58+ 2.65% |
$6.38K - $6.41K
|
2.25K
$248K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
36.7KNew |
$4.04M - $4.06M
|
36.7K
$4.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Presidio Capital Management, LLC
|
SELL
|
- |
-2.01K- 1.44% |
$221K - $222K
|
138K
$15.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
158+ 0.78% |
$17.4K - $17.5K
|
20.5K
$2.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
17+ 0.41% |
$1.87K - $1.88K
|
4.2K
$464K
|
|
|
Feb 14, 2025
Q4 2024
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-14K- 42.7% |
$1.54M - $1.55M
|
18.8K
$2.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Triumph Capital Management
|
SELL
|
- |
-751- 20.87% |
$82.5K - $83K
|
2.85K
$314K
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-2.28K- 20.98% |
$250K - $252K
|
8.58K
$947K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-15.6K- 14.48% |
$1.71M - $1.72M
|
92.1K
$10.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-411K- 24.37% |
$45.2M - $45.4M
|
1.28M
$141M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-571K- 30.46% |
$62.7M - $63.1M
|
1.3M
$144M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-3.41K- 17.03% |
$375K - $377K
|
16.6K
$1.83M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-18.3K- 26.51% |
$2.01M - $2.02M
|
50.7K
$5.6M
|