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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2025
Q3 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
SELL
|
- |
-1.44K- 5.51% |
$159K - $159K
|
24.7K
$2.73M
|
|
|
Oct 23, 2025
Q3 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
141+ 7.49% |
$15.5K - $15.6K
|
2.02K
$223K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
62.6K+ 14.88% |
$6.89M - $6.92M
|
483K
$53.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-50- 0.54% |
$5.5K - $5.52K
|
9.16K
$1.01M
|
|
|
Oct 22, 2025
Q3 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-65- 0.66% |
$7.15K - $7.18K
|
9.76K
$1.08M
|
|
|
Oct 22, 2025
Q3 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-86- 2.54% |
$9.47K - $9.5K
|
3.3K
$364K
|
|
|
Oct 22, 2025
Q3 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-960- 0.17% |
$106K - $106K
|
559K
$61.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Greenspring Advisors, LLC
|
SELL
|
- |
-432- 2.49% |
$47.5K - $47.7K
|
16.9K
$1.87M
|
|
|
Oct 22, 2025
Q3 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
16KNew |
$1.76M - $1.76M
|
16K
$1.76M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
899+ 2.57% |
$98.9K - $99.3K
|
35.9K
$3.95M
|
|
|
Oct 22, 2025
Q3 2025
|
Courage Miller Partners, LLC
|
BUY
|
- |
785+ 9.6% |
$86.4K - $86.7K
|
8.97K
$989K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.89K- 55.56% |
$318K - $319K
|
2.31K
$255K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-378- 30.26% |
$41.6K - $41.8K
|
871
$96.1K
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1.39K+ 18.51% |
$153K - $154K
|
8.92K
$984K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-3.55K- 7.86% |
$390K - $392K
|
41.6K
$4.58M
|
|
|
Oct 22, 2025
Q3 2025
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-540- 2.2% |
$59.4K - $59.7K
|
24K
$2.65M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-16.6K- 3.11% |
$1.83M - $1.83M
|
518K
$57.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-170- 1.54% |
$18.7K - $18.8K
|
10.9K
$1.2M
|
|
|
Oct 22, 2025
Q3 2025
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-16.3K- 31.33% |
$1.79M - $1.8M
|
35.7K
$3.93M
|
|
|
Oct 21, 2025
Q3 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
7+ 350.0% |
$770 - $773
|
9
$993
|
|
|
Oct 21, 2025
Q3 2025
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-24.2K- 20.59% |
$2.66M - $2.67M
|
93.1K
$10.3M
|
|
|
Oct 21, 2025
Q3 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
3.72K+ 73.89% |
$409K - $411K
|
8.75K
$965K
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
811+ 10.93% |
$89.3K - $89.6K
|
8.23K
$908K
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
23+ 8.16% |
$2.53K - $2.54K
|
305
$33.6K
|
|
|
Oct 21, 2025
Q3 2025
|
Values First Advisors, Inc.
|
BUY
|
- |
1.12K+ 69.46% |
$123K - $124K
|
2.73K
$301K
|
|
|
Oct 21, 2025
Q3 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
3.4K+ 4.71% |
$374K - $376K
|
75.7K
$8.35M
|
|
|
Oct 21, 2025
Q3 2025
|
Townsend & Associates, Inc
|
BUY
|
- |
22.3K+ 3.76% |
$2.45M - $2.46M
|
615K
$67.8M
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-4.08K- 56.19% |
$449K - $451K
|
3.18K
$351K
|
|
|
Oct 21, 2025
Q3 2025
|
Bell Bank
|
SELL
|
- |
-1.6K- 9.36% |
$176K - $177K
|
15.5K
$1.71M
|
|
|
Oct 21, 2025
Q3 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-422- 0.23% |
$46.4K - $46.6K
|
184K
$20.3M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
83.8K+ 26.58% |
$9.22M - $9.26M
|
399K
$44M
|
|
|
Oct 21, 2025
Q3 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
3.5K+ 9.17% |
$385K - $387K
|
41.6K
$4.59M
|
|
|
Oct 21, 2025
Q3 2025
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-485- 3.8% |
$53.4K - $53.6K
|
12.3K
$1.36M
|
|
|
Oct 21, 2025
Q3 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
1+ 0.01% |
$110 - $110
|
19.1K
$2.11M
|
|
|
Oct 20, 2025
Q3 2025
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
1.78K+ 23.24% |
$196K - $197K
|
9.45K
$1.04M
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
160+ 0.3% |
$17.6K - $17.7K
|
52.9K
$5.83M
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
BUY
|
- |
1.9K+ 6.47% |
$209K - $210K
|
31.3K
$3.45M
|
|
|
Oct 20, 2025
Q3 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
36.4KNew |
$4.01M - $4.02M
|
36.4K
$4.01M
|
|
|
Oct 20, 2025
Q3 2025
|
Leibman Financial Services, Inc.
Louisville, NE |
SELL
|
- |
-1.42K- 19.45% |
$157K - $157K
|
5.89K
$650K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Architects, LLC
Woodstock, GA |
SELL
|
- |
-10- 0.34% |
$1.1K - $1.1K
|
2.96K
$326K
|
|
|
Oct 20, 2025
Q3 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
7+ 0.28% |
$770 - $773
|
2.53K
$279K
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-1- 0.1% |
$110 - $110
|
975
$108K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
3.59K+ 15.06% |
$395K - $396K
|
27.4K
$3.02M
|
|
|
Oct 20, 2025
Q3 2025
|
Delta Investment Management, LLC
|
SELL
|
- |
-115K- 81.22% |
$12.7M - $12.7M
|
26.6K
$2.94M
|
|
|
Oct 20, 2025
Q3 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
SELL
|
- |
-101- 2.38% |
$11.1K - $11.2K
|
4.14K
$456K
|
|
|
Oct 20, 2025
Q3 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
SELL
|
- |
-5.26K- 13.41% |
$579K - $581K
|
34K
$3.74M
|
|
|
Oct 20, 2025
Q3 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
2.13KNew |
$235K - $236K
|
2.13K
$235K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-2.04K- 30.95% |
$225K - $225K
|
4.55K
$502K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
11New |
$1.21K - $1.22K
|
11
$1.21K
|
|
|
Oct 17, 2025
Q3 2025
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-26.2K- 24.44% |
$2.89M - $2.9M
|
81.1K
$8.95M
|
|