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 17, 2025
Q3 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
5.95K+ 295.78% |
$655K - $658K
|
7.96K
$878K
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
449+ 7.69% |
$49.4K - $49.6K
|
6.29K
$693K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-452- 3.59% |
$49.7K - $49.9K
|
12.1K
$1.34M
|
|
|
Oct 17, 2025
Q3 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-400- 5.15% |
$44K - $44.2K
|
7.36K
$812K
|
|
|
Oct 17, 2025
Q3 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
9.41K+ 72.55% |
$1.04M - $1.04M
|
22.4K
$2.47M
|
|
|
Oct 17, 2025
Q3 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-28- 0.65% |
$3.08K - $3.09K
|
4.27K
$471K
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-18.8K- 34.37% |
$2.07M - $2.08M
|
35.9K
$3.96M
|
|
|
Oct 17, 2025
Q3 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
5.63KNew |
$620K - $622K
|
5.63K
$621K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
40+ 333.33% |
$4.4K - $4.42K
|
52
$5.74K
|
|
|
Oct 16, 2025
Q3 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-185- 1.08% |
$20.4K - $20.4K
|
16.9K
$1.86M
|
|
|
Oct 16, 2025
Q3 2025
|
Brian Low Financial Group, LLC
Baton Rouge, LA |
SELL
|
- |
-358- 3.5% |
$39.4K - $39.6K
|
9.87K
$1.09M
|
|
|
Oct 16, 2025
Q3 2025
|
Beacon Capital Management, Inc.
|
BUY
|
- |
59.6KNew |
$6.56M - $6.59M
|
59.6K
$6.58M
|
|
|
Oct 16, 2025
Q3 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-478- 7.02% |
$52.6K - $52.8K
|
6.33K
$698K
|
|
|
Oct 16, 2025
Q3 2025
|
Lincoln Capital Corp
|
BUY
|
- |
630+ 3.9% |
$69.3K - $69.6K
|
16.8K
$1.85M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-961- 19.87% |
$106K - $106K
|
3.88K
$427K
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
66+ 0.11% |
$7.26K - $7.29K
|
58.6K
$6.46M
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-453- 5.36% |
$49.9K - $50.1K
|
8K
$882K
|
|
|
Oct 15, 2025
Q3 2025
|
Crane Advisory, LLC
Fullerton, CA |
SELL
|
- |
-52- 1.55% |
$5.72K - $5.75K
|
3.3K
$364K
|
|
|
Oct 15, 2025
Q3 2025
|
Friedenthal Financial
|
BUY
|
- |
18+ 3.4% |
$1.98K - $1.99K
|
548
$60.4K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
1.17K+ 8.74% |
$129K - $129K
|
14.6K
$1.61M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
46+ 0.97% |
$5.06K - $5.08K
|
4.81K
$530K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-511- 5.22% |
$56.2K - $56.5K
|
9.28K
$1.02M
|
|
|
Oct 15, 2025
Q3 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
116+ 1.04% |
$12.8K - $12.8K
|
11.2K
$1.24M
|
|
|
Oct 15, 2025
Q3 2025
|
Cabana LLC
Fayetteville, AR |
BUY
|
- |
55+ 0.75% |
$6.05K - $6.08K
|
7.42K
$818K
|
|
|
Oct 15, 2025
Q3 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
1.13K+ 4.0% |
$124K - $125K
|
29.4K
$3.24M
|
|
|
Oct 15, 2025
Q3 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-143- 4.43% |
$15.7K - $15.8K
|
3.09K
$340K
|
|
|
Oct 15, 2025
Q3 2025
|
Paragon Capital Management Inc
Provo, UT |
SELL
|
- |
-2.79K- 2.67% |
$307K - $308K
|
102K
$11.2M
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
250+ 1.47% |
$27.5K - $27.6K
|
17.2K
$1.9M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-7.54K- 10.14% |
$830K - $833K
|
66.8K
$7.37M
|
|
|
Oct 14, 2025
Q3 2025
|
Lake Hills Wealth Management, LLC
|
SELL
|
- |
-1.18K- 19.71% |
$130K - $131K
|
4.82K
$532K
|
|
|
Oct 14, 2025
Q3 2025
|
Foster Group, Inc.
|
BUY
|
- |
882+ 16.04% |
$97.1K - $97.5K
|
6.38K
$704K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
SELL
|
- |
-79- 1.86% |
$8.69K - $8.73K
|
4.17K
$460K
|
|
|
Oct 14, 2025
Q3 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-13K- 14.25% |
$1.43M - $1.44M
|
78.4K
$8.65M
|
|
|
Oct 14, 2025
Q3 2025
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
332+ 2.81% |
$36.5K - $36.7K
|
12.2K
$1.34M
|
|
|
Oct 14, 2025
Q3 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-7.16K- 65.82% |
$788K - $792K
|
3.72K
$410K
|
|
|
Oct 14, 2025
Q3 2025
|
Patton Fund Management, Inc.
|
BUY
|
- |
246+ 0.74% |
$27.1K - $27.2K
|
33.6K
$3.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.04K+ 1.32% |
$224K - $225K
|
156K
$17.2M
|
|
|
Oct 14, 2025
Q3 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
48+ 1.2% |
$5.28K - $5.3K
|
4.04K
$445K
|
|
|
Oct 14, 2025
Q3 2025
|
Old National Bancorp
|
SELL
|
- |
-65.6K- 58.84% |
$7.22M - $7.25M
|
45.9K
$5.06M
|
|
|
Oct 14, 2025
Q3 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
3.64K+ 1.72% |
$400K - $402K
|
215K
$23.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
402+ 355.75% |
$44.2K - $44.4K
|
515
$56.8K
|
|
|
Oct 14, 2025
Q3 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-5.72K- 14.88% |
$629K - $632K
|
32.7K
$3.61M
|
|
|
Oct 10, 2025
Q3 2025
|
Clarity Financial LLC
|
SELL
|
- |
-6- 0.2% |
$660 - $663
|
2.96K
$326K
|
|
|
Oct 10, 2025
Q3 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-8.74K- 6.03% |
$962K - $966K
|
136K
$15M
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1- 10.0% |
$110 - $110
|
9
$993
|
|
|
Oct 10, 2025
Q3 2025
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-1.85K- 17.28% |
$203K - $204K
|
8.85K
$976K
|
|
|
Oct 10, 2025
Q3 2025
|
Hixon Zuercher, LLC
|
BUY
|
- |
3.73K+ 8.52% |
$411K - $412K
|
47.5K
$5.24M
|
|
|
Oct 09, 2025
Q3 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
20K+ 19.25% |
$2.2M - $2.21M
|
124K
$13.7M
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1+ 0.03% |
$110 - $110
|
3.89K
$429K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-4.15K- 34.3% |
$456K - $458K
|
7.94K
$876K
|
|