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 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
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
SELL
|
- |
-224- 2.35% |
$24.7K - $24.7K
|
9.32K
$1.03M
|
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
80+ 3.15% |
$8.8K - $8.84K
|
2.62K
$289K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
244+ 7.09% |
$26.9K - $27K
|
3.69K
$406K
|
|
|
Jul 29, 2025
Q2 2025
|
Jtc Employer Solutions Trustee LTD
|
SELL
|
- |
-1.35K- 31.92% |
$149K - $149K
|
2.88K
$318K
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-190- 2.04% |
$20.9K - $21K
|
9.12K
$1.01M
|
|
|
Jul 28, 2025
Q2 2025
|
Wj Wealth Management, LLC
|
BUY
|
- |
2.16K+ 21.52% |
$238K - $239K
|
12.2K
$1.35M
|
|
|
Jul 28, 2025
Q2 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
53+ 2.87% |
$5.83K - $5.85K
|
1.9K
$210K
|
|
|
Jul 25, 2025
Q2 2025
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
52.6KNew |
$5.79M - $5.81M
|
52.6K
$5.81M
|
|
|
Jul 25, 2025
Q2 2025
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-12.7K- 67.45% |
$1.4M - $1.41M
|
6.15K
$678K
|
|
|
Jul 25, 2025
Q2 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-213- 9.08% |
$23.4K - $23.5K
|
2.13K
$235K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-55.1K- 64.07% |
$6.06M - $6.08M
|
30.9K
$3.41M
|
|
|
Jul 24, 2025
Q2 2025
|
Mainstay Capital Management LLC
|
BUY
|
- |
135KNew |
$14.8M - $14.9M
|
135K
$14.9M
|
|
|
Jul 24, 2025
Q2 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-1- 33.33% |
$110 - $110
|
2
$221
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
4.08KNew |
$449K - $450K
|
4.08K
$450K
|
|
|
Jul 23, 2025
Q2 2025
|
Columbus Macro, LLC
|
BUY
|
- |
76+ 1.74% |
$8.36K - $8.39K
|
4.45K
$491K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
499+ 11.68% |
$54.9K - $55.1K
|
4.77K
$526K
|
|
|
Jul 23, 2025
Q2 2025
|
Copperwynd Financial, LLC
|
BUY
|
- |
1.53K+ 5.94% |
$168K - $169K
|
27.3K
$3.01M
|
|
|
Jul 22, 2025
Q2 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-1.32K- 28.19% |
$146K - $146K
|
3.37K
$372K
|
|
|
Jul 22, 2025
Q2 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-700- 25.93% |
$77K - $77.3K
|
2K
$221K
|
|
|
Jul 21, 2025
Q2 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-150- 3.55% |
$16.5K - $16.6K
|
4.08K
$450K
|
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-279- 11.27% |
$30.7K - $30.8K
|
2.2K
$242K
|
|
|
Jul 18, 2025
Q2 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
500+ 5.68% |
$55K - $55.2K
|
9.3K
$1.03M
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
23New |
$2.53K - $2.54K
|
23
$2.54K
|
|
|
Jul 18, 2025
Q2 2025
|
Astor Investment Management LLC
|
BUY
|
- |
22.6K+ 103.97% |
$2.49M - $2.5M
|
44.4K
$4.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-3.48K- 63.44% |
$383K - $384K
|
2.01K
$221K
|
|
|
Jul 16, 2025
Q2 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
260+ 3.71% |
$28.6K - $28.7K
|
7.28K
$802K
|
|
|
Jul 16, 2025
Q2 2025
|
West Branch Capital LLC
|
BUY
|
- |
21+ 1.06% |
$2.31K - $2.32K
|
2K
$221K
|
|
|
Jul 16, 2025
Q2 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
15+ 0.19% |
$1.65K - $1.66K
|
7.77K
$857K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
214KNew |
$23.6M - $23.7M
|
214K
$23.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Surience Private Wealth LLC
|
SELL
|
- |
-33.8K- 90.58% |
$3.72M - $3.73M
|
3.51K
$388K
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-48Closed |
$5.28K - $5.3K
|
0
$0
|
|
|
Jul 14, 2025
Q2 2025
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
25.6K+ 100.0% |
$2.82M - $2.83M
|
51.3K
$5.65M
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-3.03K- 59.39% |
$333K - $334K
|
2.07K
$228K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
SELL
|
- |
-37- 0.95% |
$4.07K - $4.09K
|
3.86K
$425K
|
|
|
Jul 11, 2025
Q2 2025
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
SELL
|
- |
-375- 9.99% |
$41.3K - $41.4K
|
3.38K
$373K
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
BUY
|
- |
3.63KNew |
$399K - $401K
|
3.63K
$400K
|
|
|
Jul 10, 2025
Q2 2025
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
4.49KNew |
$494K - $495K
|
4.49K
$495K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-33.5K- 97.99% |
$3.69M - $3.7M
|
688
$75.9K
|
|
|
Jul 09, 2025
Q2 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
119New |
$13.1K - $13.1K
|
119
$13.1K
|
|
|
Jul 09, 2025
Q2 2025
|
Divergent Planning, LLC
|
BUY
|
- |
2.22KNew |
$244K - $245K
|
2.22K
$245K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
27New |
$2.97K - $2.98K
|
27
$2.98K
|
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-3.83K- 66.67% |
$421K - $423K
|
1.91K
$211K
|
|