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 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
|
|
|
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
|
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
|
|