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 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-2.67K- 6.44% |
$294K - $295K
|
38.8K
$4.28M
|
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
242+ 2.63% |
$26.6K - $26.8K
|
9.45K
$1.04M
|
|
|
Jan 31, 2025
Q4 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-111K- 68.67% |
$12.1M - $12.2M
|
50.4K
$5.57M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-176K- 19.75% |
$19.3M - $19.5M
|
715K
$79M
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-5.65K- 30.14% |
$621K - $625K
|
13.1K
$1.45M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
52.7KNew |
$5.8M - $5.83M
|
52.7K
$5.82M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
17.1K+ 25.24% |
$1.88M - $1.89M
|
84.8K
$9.37M
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
BUY
|
- |
2.02K+ 8.23% |
$222K - $223K
|
26.5K
$2.93M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
879New |
$96.6K - $97.2K
|
879
$97.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
4.53KNew |
$497K - $500K
|
4.53K
$500K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
325New |
$35.7K - $35.9K
|
325
$35.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-12.2K- 3.78% |
$1.34M - $1.35M
|
310K
$34.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Management Network Inc
|
SELL
|
- |
-7.86K- 11.8% |
$864K - $869K
|
58.7K
$6.49M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-28.6K- 29.3% |
$3.14M - $3.16M
|
68.9K
$7.61M
|
|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
6.48K+ 17.41% |
$712K - $716K
|
43.7K
$4.83M
|
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
9.59K+ 22.78% |
$1.05M - $1.06M
|
51.7K
$5.71M
|
|
|
Jan 31, 2025
Q4 2024
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
964+ 41.13% |
$106K - $107K
|
3.31K
$365K
|
|
|
Jan 30, 2025
Q4 2024
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-48K- 62.37% |
$5.27M - $5.3M
|
28.9K
$3.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.79KNew |
$306K - $308K
|
2.79K
$308K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
13+ 0.15% |
$1.43K - $1.44K
|
8.8K
$972K
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
SELL
|
- |
-670- 1.52% |
$73.6K - $74.1K
|
43.3K
$4.78M
|
|
|
Jan 30, 2025
Q4 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-2.87K- 1.28% |
$316K - $318K
|
221K
$24.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.48K- 5.64% |
$163K - $164K
|
24.7K
$2.73M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.17K+ 9.67% |
$238K - $239K
|
24.5K
$2.71M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
68+ 1.63% |
$7.47K - $7.52K
|
4.24K
$469K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-30.3K- 64.01% |
$3.33M - $3.35M
|
17.1K
$1.88M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
4.09K+ 463.15% |
$449K - $452K
|
4.97K
$549K
|
|
|
Jan 30, 2025
Q4 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
159+ 1.61% |
$17.5K - $17.6K
|
10.1K
$1.11M
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-85- 55.19% |
$9.34K - $9.4K
|
69
$7.62K
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
17KNew |
$1.87M - $1.88M
|
17K
$1.88M
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-28.5K- 31.17% |
$3.13M - $3.15M
|
62.9K
$6.95M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
64New |
$7.03K - $7.08K
|
64
$7.07K
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
5.02KNew |
$551K - $555K
|
5.02K
$554K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
144+ 1.93% |
$15.8K - $15.9K
|
7.62K
$841K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
110+ 2.23% |
$12.1K - $12.2K
|
5.04K
$557K
|
|
|
Jan 29, 2025
Q4 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
1.11K+ 294.18% |
$122K - $123K
|
1.49K
$165K
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
3.6K+ 5.74% |
$395K - $398K
|
66.2K
$7.31M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
SELL
|
- |
-1.93K- 48.75% |
$212K - $213K
|
2.03K
$224K
|
|
|
Jan 29, 2025
Q4 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
2.44KNew |
$268K - $269K
|
2.44K
$269K
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-121- 3.24% |
$13.3K - $13.4K
|
3.61K
$399K
|
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
3.14K+ 140.48% |
$345K - $347K
|
5.37K
$593K
|
|
|
Jan 29, 2025
Q4 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
SELL
|
- |
-1.04K- 33.77% |
$115K - $115K
|
2.04K
$226K
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-690- 14.71% |
$75.8K - $76.3K
|
4K
$442K
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
3.14K+ 47.18% |
$345K - $347K
|
9.8K
$1.08M
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
44.5KNew |
$4.89M - $4.92M
|
44.5K
$4.91M
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
773+ 10.76% |
$85K - $85.5K
|
7.96K
$879K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.98K+ 14.62% |
$218K - $219K
|
15.5K
$1.72M
|
|
|
Jan 28, 2025
Q4 2024
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-2.77K- 49.56% |
$305K - $307K
|
2.82K
$312K
|
|
|
Jan 28, 2025
Q4 2024
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-37.9K- 92.22% |
$4.17M - $4.19M
|
3.2K
$353K
|
|
|
Jan 28, 2025
Q4 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-286- 3.15% |
$31.4K - $31.6K
|
8.8K
$971K
|