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 09, 2025
Q3 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-453- 2.3% |
$49.9K - $50.1K
|
19.2K
$2.12M
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
2.14K+ 31.39% |
$236K - $237K
|
8.97K
$989K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
8.36K+ 17.47% |
$920K - $923K
|
56.2K
$6.2M
|
|
|
Oct 09, 2025
Q3 2025
|
Central Bank & Trust CO
|
SELL
|
- |
-4.53K- 22.85% |
$499K - $501K
|
15.3K
$1.69M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
10.7K+ 7.8% |
$1.17M - $1.18M
|
147K
$16.2M
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
2.26K+ 40.26% |
$249K - $250K
|
7.87K
$868K
|
|
|
Oct 09, 2025
Q3 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-8- 0.13% |
$880 - $884
|
6.29K
$694K
|
|
|
Oct 08, 2025
Q3 2025
|
Kwmg, LLC
|
BUY
|
- |
15.5K+ 14.31% |
$1.71M - $1.71M
|
124K
$13.7M
|
|
|
Oct 08, 2025
Q3 2025
|
Rda Financial Network
|
SELL
|
- |
-1.07K- 22.07% |
$118K - $118K
|
3.78K
$417K
|
|
|
Oct 08, 2025
Q3 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1.79K+ 40.31% |
$197K - $198K
|
6.25K
$689K
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.66K+ 5.71% |
$183K - $183K
|
30.7K
$3.39M
|
|
|
Oct 08, 2025
Q3 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
14.1K+ 35.32% |
$1.56M - $1.56M
|
54.2K
$5.98M
|
|
|
Oct 07, 2025
Q3 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
2.36KNew |
$260K - $261K
|
2.36K
$260K
|
|
|
Oct 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-140- 4.35% |
$15.4K - $15.5K
|
3.08K
$339K
|
|
|
Oct 07, 2025
Q3 2025
|
Strong Box Wealth, LLC
|
BUY
|
- |
28+ 1.26% |
$3.08K - $3.09K
|
2.25K
$248K
|
|
|
Oct 07, 2025
Q3 2025
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
6.7K+ 26.54% |
$737K - $740K
|
31.9K
$3.52M
|
|
|
Oct 07, 2025
Q3 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-1.9K- 30.6% |
$209K - $210K
|
4.31K
$475K
|
|
|
Oct 07, 2025
Q3 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-4.02K- 26.11% |
$442K - $444K
|
11.4K
$1.25M
|
|
|
Oct 06, 2025
Q3 2025
|
Trust CO
|
BUY
|
- |
41K+ 5.67% |
$4.51M - $4.53M
|
764K
$84.3M
|
|
|
Oct 06, 2025
Q3 2025
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
2.57K+ 6.65% |
$283K - $284K
|
41.3K
$4.55M
|
|
|
Oct 06, 2025
Q3 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-9.63K- 55.17% |
$1.06M - $1.06M
|
7.82K
$863K
|
|
|
Oct 03, 2025
Q3 2025
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
25+ 0.34% |
$2.75K - $2.76K
|
7.48K
$825K
|
|
|
Oct 03, 2025
Q3 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
5.53K+ 5.65% |
$609K - $611K
|
103K
$11.4M
|
|
|
Oct 02, 2025
Q3 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
19New |
$2.09K - $2.1K
|
19
$2.1K
|
|
|
Oct 02, 2025
Q3 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-3.86K- 45.59% |
$425K - $426K
|
4.61K
$508K
|
|
|
Oct 02, 2025
Q3 2025
|
Investors Research Corp
|
SELL
|
- |
-86- 5.2% |
$9.47K - $9.5K
|
1.57K
$173K
|
|
| Q2 2025 | |||||||
|
Dec 23, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
25+ 0.55% |
$2.75K - $2.76K
|
4.54K
$500K
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.99K+ 0.2% |
$219K - $220K
|
1.01M
$111M
|
|
|
Nov 12, 2025
Q2 2025
|
Alpha Zero LLC
Boca Raton, FL |
BUY
|
- |
5.74K+ 6.41% |
$632K - $634K
|
95.4K
$10.5M
|
|
|
Nov 06, 2025
Q2 2025
|
Blalock Williams, LLC
Alexander City, AL |
BUY
|
- |
1.37K+ 24.4% |
$151K - $152K
|
7K
$772K
|
|
|
Oct 02, 2025
Q2 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
16New |
$1.76K - $1.77K
|
16
$1.76K
|
|
|
Sep 19, 2025
Q2 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-913- 11.51% |
$100K - $101K
|
7.02K
$774K
|
|
|
Aug 22, 2025
Q2 2025
|
Tt Capital Management LLC
Coto De Caza, CA |
SELL
|
- |
-11.8K- 75.87% |
$1.3M - $1.31M
|
3.76K
$415K
|
|
|
Aug 22, 2025
Q2 2025
|
Carter Financial Group, Inc.
Barrington, IL |
SELL
|
- |
-5.99KClosed |
$659K - $661K
|
0
$0
|
|
|
Aug 18, 2025
Q2 2025
|
Cunning Capital Partners, LP
Morrisville, NC |
SELL
|
- |
-4K- 28.57% |
$440K - $442K
|
10K
$1.1M
|
|
|
Aug 15, 2025
Q2 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-474- 34.15% |
$52.2K - $52.4K
|
914
$101K
|
|
|
Aug 14, 2025
Q2 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
185New |
$20.4K - $20.4K
|
185
$20.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
453+ 5.56% |
$49.9K - $50K
|
8.6K
$948K
|
|
|
Aug 14, 2025
Q2 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
6+ 0.93% |
$660 - $663
|
652
$71.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Farringdon Capital, Ltd.
London, X0 |
BUY
|
- |
35+ 0.04% |
$3.85K - $3.87K
|
95.1K
$10.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
6New |
$660 - $663
|
6
$662
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.2K+ 64.47% |
$242K - $243K
|
5.61K
$618K
|
|
|
Aug 14, 2025
Q2 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-951- 56.81% |
$105K - $105K
|
723
$79.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-250- 4.0% |
$27.5K - $27.6K
|
6K
$662K
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
93.2KNew |
$10.3M - $10.3M
|
93.2K
$10.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-10- 2.35% |
$1.1K - $1.1K
|
415
$45.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-7.05K- 7.63% |
$776K - $779K
|
85.4K
$9.42M
|
|
|
Aug 14, 2025
Q2 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
4.85KNew |
$534K - $536K
|
4.85K
$535K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
303New |
$33.3K - $33.5K
|
303
$33.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
538+ 1.97% |
$59.2K - $59.4K
|
27.8K
$3.07M
|
|