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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-7.28M- 80.63% |
$800M - $805M
|
1.75M
$193M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-366- 4.01% |
$40.2K - $40.5K
|
8.75K
$965K
|
|
|
Feb 12, 2025
Q4 2024
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-91- 0.67% |
$10K - $10.1K
|
13.5K
$1.49M
|
|
|
Feb 12, 2025
Q4 2024
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
251+ 13.68% |
$27.6K - $27.8K
|
2.09K
$230K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
14.2K+ 68.83% |
$1.56M - $1.57M
|
34.9K
$3.85M
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-166- 5.28% |
$18.2K - $18.4K
|
2.98K
$328K
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
13.2KNew |
$1.45M - $1.45M
|
13.2K
$1.45M
|
|
|
Feb 12, 2025
Q4 2024
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
3.59KNew |
$394K - $397K
|
3.59K
$395K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.36K- 27.44% |
$149K - $150K
|
3.59K
$396K
|
|
|
Feb 12, 2025
Q4 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
3.88K+ 22.39% |
$427K - $429K
|
21.2K
$2.34M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
926+ 1.55% |
$102K - $102K
|
60.8K
$6.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
15.5K+ 124.9% |
$1.7M - $1.71M
|
27.9K
$3.08M
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-21.5K- 21.7% |
$2.37M - $2.38M
|
77.7K
$8.56M
|
|
|
Feb 12, 2025
Q4 2024
|
Allianz Se
Munich, 2M |
BUY
|
- |
2.8KNew |
$308K - $310K
|
2.8K
$309K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
354New |
$38.9K - $39.1K
|
354
$39K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
440+ 40.26% |
$48.4K - $48.7K
|
1.53K
$169K
|
|
|
Feb 12, 2025
Q4 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-355- 2.33% |
$39K - $39.3K
|
14.9K
$1.64M
|
|
|
Feb 12, 2025
Q4 2024
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
1.74K+ 0.58% |
$191K - $192K
|
300K
$33.1M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.6K+ 0.79% |
$286K - $287K
|
332K
$36.6M
|
|
|
Feb 12, 2025
Q4 2024
|
First Wilshire Securities Management Inc
Pasadena, CA |
BUY
|
- |
82+ 1.63% |
$9.01K - $9.07K
|
5.13K
$565K
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-447K- 94.08% |
$49.1M - $49.4M
|
28.1K
$3.1M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
SELL
|
- |
-9.65K- 55.61% |
$1.06M - $1.07M
|
7.71K
$849K
|
|
|
Feb 12, 2025
Q4 2024
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
4.22K+ 94.64% |
$464K - $466K
|
8.68K
$956K
|
|
|
Feb 12, 2025
Q4 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-907- 0.16% |
$99.7K - $100K
|
560K
$61.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
100+ 3.94% |
$11K - $11.1K
|
2.64K
$291K
|
|
|
Feb 12, 2025
Q4 2024
|
Cannon Advisors, Inc.
Charlotte, NC |
SELL
|
- |
-631- 4.93% |
$69.4K - $69.8K
|
12.2K
$1.34M
|
|
|
Feb 12, 2025
Q4 2024
|
Climber Capital Sa
Nyon, V8 |
BUY
|
- |
97KNew |
$10.7M - $10.7M
|
97K
$10.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
13KNew |
$1.43M - $1.44M
|
13K
$1.44M
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-139- 1.73% |
$15.3K - $15.4K
|
7.88K
$868K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
353+ 3.29% |
$38.8K - $39K
|
11.1K
$1.22M
|
|
|
Feb 12, 2025
Q4 2024
|
Selway Asset Management
Boise, ID |
BUY
|
- |
10.6K+ 6.55% |
$1.17M - $1.17M
|
173K
$19.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-33.1K- 38.95% |
$3.64M - $3.66M
|
51.9K
$5.72M
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-85- 14.29% |
$9.34K - $9.4K
|
510
$56.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-283- 12.4% |
$31.1K - $31.3K
|
2K
$220K
|
|
|
Feb 11, 2025
Q4 2024
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-11- 0.92% |
$1.21K - $1.22K
|
1.18K
$130K
|
|
|
Feb 11, 2025
Q4 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-3.02K- 3.86% |
$332K - $334K
|
75.3K
$8.29M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.2K- 1.45% |
$132K - $132K
|
81.6K
$8.99M
|
|
|
Feb 11, 2025
Q4 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
50.4K+ 265.48% |
$5.54M - $5.57M
|
69.3K
$7.64M
|
|
|
Feb 11, 2025
Q4 2024
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
165New |
$18.1K - $18.2K
|
165
$18.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Sfmg, LLC
|
BUY
|
- |
69.7KNew |
$7.67M - $7.71M
|
69.7K
$7.69M
|
|
|
Feb 11, 2025
Q4 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
7.2K+ 25.64% |
$792K - $796K
|
35.3K
$3.89M
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
100New |
$11K - $11.1K
|
100
$11K
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
82K+ 83.61% |
$9.01M - $9.06M
|
180K
$19.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
98.7K+ 50.11% |
$10.9M - $10.9M
|
296K
$32.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.32M+ 771.53% |
$145M - $145M
|
1.49M
$164M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
121K+ 6.75% |
$13.3M - $13.3M
|
1.91M
$210M
|
|
|
Feb 11, 2025
Q4 2024
|
Virtus Family Office LLC
El Paso, TX |
BUY
|
- |
40.5K+ 518.95% |
$4.45M - $4.48M
|
48.3K
$5.33M
|
|
|
Feb 11, 2025
Q4 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
219+ 2.93% |
$24.1K - $24.2K
|
7.68K
$847K
|
|
|
Feb 11, 2025
Q4 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-21.7K- 44.48% |
$2.39M - $2.4M
|
27.1K
$2.99M
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-580K- 84.84% |
$63.7M - $64.1M
|
104K
$11.4M
|