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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-1.66K- 5.14% |
$183K - $184K
|
30.6K
$3.38M
|
|
|
Aug 13, 2025
Q2 2025
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-272- 7.62% |
$29.9K - $30K
|
3.3K
$364K
|
|
|
Aug 13, 2025
Q2 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
286KNew |
$31.5M - $31.6M
|
286K
$31.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
2.04K+ 45.78% |
$225K - $226K
|
6.51K
$718K
|
|
|
Aug 13, 2025
Q2 2025
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-3.71K- 31.37% |
$408K - $410K
|
8.12K
$895K
|
|
|
Aug 13, 2025
Q2 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
2.9KNew |
$319K - $320K
|
2.9K
$320K
|
|
|
Aug 13, 2025
Q2 2025
|
Seaview Investment Managers LLC
|
BUY
|
- |
2.93KNew |
$322K - $324K
|
2.93K
$323K
|
|
|
Aug 13, 2025
Q2 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-402K- 98.8% |
$44.3M - $44.4M
|
4.88K
$539K
|
|
|
Aug 13, 2025
Q2 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-475- 3.13% |
$52.3K - $52.5K
|
14.7K
$1.62M
|
|
|
Aug 13, 2025
Q2 2025
|
Daner Wealth Management, LLC
Alpharetta, GA |
BUY
|
- |
2.1KNew |
$231K - $232K
|
2.1K
$232K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-107- 70.86% |
$11.8K - $11.8K
|
44
$4.85K
|
|
|
Aug 12, 2025
Q2 2025
|
Barings LLC
|
SELL
|
- |
-300K- 99.35% |
$33M - $33.1M
|
1.97K
$217K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
2.28KNew |
$250K - $251K
|
2.28K
$251K
|
|
|
Aug 12, 2025
Q2 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
1.13KNew |
$124K - $125K
|
1.13K
$125K
|
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
84.8K+ 10942.06% |
$9.33M - $9.37M
|
85.6K
$9.44M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-921- 9.0% |
$101K - $102K
|
9.31K
$1.03M
|
|
|
Aug 12, 2025
Q2 2025
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-60- 1.37% |
$6.6K - $6.63K
|
4.31K
$475K
|
|
|
Aug 12, 2025
Q2 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-4.97K- 96.8% |
$547K - $549K
|
164
$18.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-2.27K- 43.12% |
$250K - $251K
|
2.99K
$330K
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
100New |
$11K - $11K
|
100
$11K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
498New |
$54.8K - $55K
|
498
$54.9K
|
|
|
Aug 11, 2025
Q2 2025
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
2.99KNew |
$329K - $330K
|
2.99K
$329K
|
|
|
Aug 11, 2025
Q2 2025
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
BUY
|
- |
2.69K+ 4.3% |
$297K - $298K
|
65.4K
$7.21M
|
|
|
Aug 11, 2025
Q2 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
SELL
|
- |
-308- 3.58% |
$33.9K - $34K
|
8.3K
$916K
|
|
|
Aug 11, 2025
Q2 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
182New |
$20K - $20.1K
|
182
$20.1K
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
1.08KNew |
$118K - $119K
|
1.08K
$119K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-465- 16.1% |
$51.2K - $51.4K
|
2.42K
$267K
|
|
|
Aug 08, 2025
Q2 2025
|
Allianz Se
Munich, 2M |
SELL
|
- |
-1.57K- 81.78% |
$172K - $173K
|
349
$38.5K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-30- 0.11% |
$3.3K - $3.31K
|
28K
$3.08M
|
|
|
Aug 08, 2025
Q2 2025
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-1.18K- 13.31% |
$130K - $130K
|
7.68K
$847K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.5K- 3.81% |
$165K - $165K
|
37.8K
$4.17M
|
|
|
Aug 07, 2025
Q2 2025
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
2.45K+ 10.92% |
$270K - $271K
|
24.9K
$2.75M
|
|
|
Aug 07, 2025
Q2 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
2.51KNew |
$276K - $277K
|
2.51K
$277K
|
|
|
Aug 07, 2025
Q2 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
5.48KNew |
$603K - $605K
|
5.48K
$604K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
510New |
$56.1K - $56.3K
|
510
$56.2K
|
|
|
Aug 06, 2025
Q2 2025
|
Climber Capital Sa
Nyon, V8 |
SELL
|
- |
-2.52K- 2.45% |
$277K - $278K
|
100K
$11.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Nvwm, LLC
|
BUY
|
- |
1.71KNew |
$188K - $189K
|
1.71K
$189K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-1.98K- 18.25% |
$218K - $219K
|
8.86K
$978K
|
|
|
Aug 05, 2025
Q2 2025
|
Ltg Capital LLC
|
BUY
|
- |
362+ 11.11% |
$39.8K - $40K
|
3.62K
$399K
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.82K- 45.36% |
$200K - $201K
|
2.19K
$242K
|
|
|
Aug 05, 2025
Q2 2025
|
Astra Wealth Partners LLC
Jersey City, NJ |
SELL
|
- |
-1.49K- 10.64% |
$164K - $164K
|
12.5K
$1.38M
|
|
|
Aug 05, 2025
Q2 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-901- 18.38% |
$99.2K - $99.5K
|
4K
$441K
|
|
|
Aug 05, 2025
Q2 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
335+ 1.64% |
$36.9K - $37K
|
20.8K
$2.29M
|
|
|
Aug 05, 2025
Q2 2025
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-685- 4.29% |
$75.4K - $75.7K
|
15.3K
$1.69M
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
SELL
|
- |
-54.9K- 83.44% |
$6.04M - $6.06M
|
10.9K
$1.2M
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.37K+ 10.14% |
$261K - $262K
|
25.7K
$2.84M
|
|
|
Aug 04, 2025
Q2 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
40+ 0.7% |
$4.4K - $4.42K
|
5.78K
$638K
|
|
|
Jul 31, 2025
Q2 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
254New |
$28K - $28.1K
|
254
$28K
|
|
|
Jul 31, 2025
Q2 2025
|
Future You Wealth LLC
New York, NY |
BUY
|
- |
5.07K+ 3.92% |
$558K - $560K
|
134K
$14.8M
|
|