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 15, 2025
Q4 2024
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-75- 1.67% |
$8.24K - $8.29K
|
4.42K
$488K
|
|
|
Jan 15, 2025
Q4 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-74- 1.08% |
$8.13K - $8.18K
|
6.75K
$746K
|
|
|
Jan 14, 2025
Q4 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-28.1K- 19.87% |
$3.09M - $3.11M
|
113K
$12.5M
|
|
|
Jan 14, 2025
Q4 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-4.25K- 15.79% |
$467K - $470K
|
22.7K
$2.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
1+ 0.01% |
$110 - $111
|
7.09K
$783K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
6.61KNew |
$727K - $731K
|
6.61K
$730K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-3.99K- 3.41% |
$439K - $442K
|
113K
$12.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Strong Box Wealth, LLC
|
BUY
|
- |
2.3KNew |
$253K - $255K
|
2.3K
$254K
|
|
|
Jan 14, 2025
Q4 2024
|
Edge Wealth Management LLC
|
SELL
|
- |
-7.88K- 74.5% |
$866K - $871K
|
2.7K
$298K
|
|
|
Jan 14, 2025
Q4 2024
|
Client First Capital LLC
|
SELL
|
- |
-4.68K- 1.52% |
$514K - $517K
|
303K
$33.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Sicart Associates LLC
|
SELL
|
- |
-1.5K- 22.56% |
$165K - $166K
|
5.15K
$569K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-9.05K- 45.53% |
$995K - $1M
|
10.8K
$1.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-43- 29.86% |
$4.73K - $4.75K
|
101
$11.2K
|
|
|
Jan 13, 2025
Q4 2024
|
New Capital Management LP
|
SELL
|
- |
-86- 0.29% |
$9.45K - $9.51K
|
29.5K
$3.26M
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
SELL
|
- |
-622- 49.17% |
$68.4K - $68.8K
|
643
$71K
|
|
|
Jan 13, 2025
Q4 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-268- 2.75% |
$29.5K - $29.6K
|
9.48K
$1.05M
|
|
|
Jan 13, 2025
Q4 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
5.21KNew |
$572K - $576K
|
5.21K
$575K
|
|
|
Jan 13, 2025
Q4 2024
|
Leibman Financial Services, Inc.
Louisville, NE |
SELL
|
- |
-719- 6.93% |
$79K - $79.5K
|
9.66K
$1.07M
|
|
|
Jan 13, 2025
Q4 2024
|
Crane Advisory, LLC
Fullerton, CA |
SELL
|
- |
-1- 0.04% |
$110 - $111
|
2.42K
$267K
|
|
|
Jan 13, 2025
Q4 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-1.81K- 38.43% |
$199K - $200K
|
2.9K
$320K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-11.9K- 63.53% |
$1.3M - $1.31M
|
6.81K
$752K
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
1.31K+ 2.04% |
$144K - $145K
|
65.9K
$7.27M
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
43+ 1.62% |
$4.73K - $4.75K
|
2.69K
$297K
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
2+ 0.06% |
$220 - $221
|
3.4K
$376K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
SELL
|
- |
-25- 0.62% |
$2.75K - $2.76K
|
3.99K
$441K
|
|
|
Jan 07, 2025
Q4 2024
|
Innova Wealth Partners
|
BUY
|
- |
7.14KNew |
$784K - $789K
|
7.14K
$788K
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
SELL
|
- |
-1.72K- 3.74% |
$189K - $190K
|
44.2K
$4.89M
|
|
| Q3 2024 | |||||||
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1.43K+ 580.49% |
$157K - $158K
|
1.67K
$185K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.89KNew |
$208K - $209K
|
1.89K
$208K
|
|
|
Nov 15, 2024
Q3 2024
|
United Bank
Vienna, VA |
SELL
|
- |
-2.01K- 3.52% |
$221K - $222K
|
54.9K
$6.06M
|
|
|
Nov 15, 2024
Q3 2024
|
Titan Capital Management, LLC
|
SELL
|
- |
-806- 0.68% |
$88.7K - $89.2K
|
117K
$12.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
1.21K+ 54.5% |
$133K - $133K
|
3.42K
$378K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-274- 11.24% |
$30.2K - $30.3K
|
2.16K
$239K
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
16.3KNew |
$1.79M - $1.8M
|
16.3K
$1.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
365+ 9.53% |
$40.2K - $40.4K
|
4.2K
$463K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-583- 95.57% |
$64.2K - $64.5K
|
27
$2.98K
|
|
|
Nov 14, 2024
Q3 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
3.12K+ 55.26% |
$343K - $345K
|
8.75K
$967K
|
|
|
Nov 14, 2024
Q3 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
16+ 1.19% |
$1.76K - $1.77K
|
1.36K
$150K
|
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-50- 3.62% |
$5.5K - $5.53K
|
1.33K
$147K
|
|
|
Nov 14, 2024
Q3 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
66.7K+ 13.9% |
$7.34M - $7.38M
|
547K
$60.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
7.23KNew |
$796K - $800K
|
7.23K
$799K
|
|
|
Nov 14, 2024
Q3 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
96New |
$10.6K - $10.6K
|
96
$10.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
66New |
$7.26K - $7.3K
|
66
$7.29K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
54New |
$5.94K - $5.97K
|
54
$5.96K
|
|
|
Nov 13, 2024
Q3 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
10.2K+ 8.76% |
$1.12M - $1.13M
|
126K
$14M
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
454New |
$50K - $50.2K
|
454
$50.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
29New |
$3.19K - $3.21K
|
29
$3.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
2K+ 57.14% |
$220K - $221K
|
5.5K
$607K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-2.1K- 37.78% |
$231K - $232K
|
3.46K
$382K
|
|
|
Nov 13, 2024
Q3 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
7+ 0.94% |
$770 - $774
|
752
$83.1K
|
|