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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
497New |
$54.7K - $55K
|
497
$54.8K
|
|
|
May 08, 2024
Q1 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-1.57K- 43.94% |
$172K - $173K
|
2K
$220K
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-312- 7.81% |
$34.4K - $34.5K
|
3.69K
$406K
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
407+ 7.39% |
$44.8K - $45K
|
5.92K
$652K
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
SELL
|
- |
-1.67K- 41.85% |
$184K - $185K
|
2.32K
$256K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-2.58K- 3.44% |
$284K - $286K
|
72.5K
$8M
|
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
SELL
|
- |
-435- 14.96% |
$47.9K - $48.1K
|
2.47K
$273K
|
|
|
May 07, 2024
Q1 2024
|
Sather Financial Group Inc
|
BUY
|
- |
3.42KNew |
$377K - $378K
|
3.42K
$377K
|
|
|
May 07, 2024
Q1 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
1.14K+ 44.55% |
$126K - $126K
|
3.71K
$409K
|
|
|
May 07, 2024
Q1 2024
|
Pecaut & Co.
|
SELL
|
- |
-10- 0.19% |
$1.1K - $1.11K
|
5.39K
$594K
|
|
|
May 06, 2024
Q1 2024
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-160- 6.69% |
$17.6K - $17.7K
|
2.23K
$246K
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-5.43K- 29.01% |
$598K - $601K
|
13.3K
$1.47M
|
|
|
May 03, 2024
Q1 2024
|
Wbi Investments, Inc.
|
SELL
|
- |
-26K- 91.95% |
$2.86M - $2.88M
|
2.28K
$251K
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
SELL
|
- |
-407- 15.45% |
$44.8K - $45K
|
2.23K
$246K
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-249- 8.42% |
$27.4K - $27.5K
|
2.71K
$299K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1K+ 110.5% |
$110K - $111K
|
1.91K
$210K
|
|
|
May 02, 2024
Q1 2024
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
107+ 0.84% |
$11.8K - $11.8K
|
12.9K
$1.42M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-2.11K- 48.79% |
$233K - $234K
|
2.22K
$244K
|
|
|
Apr 30, 2024
Q1 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
50New |
$5.51K - $5.53K
|
50
$5.51K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
7New |
$771 - $774
|
7
$772
|
|
|
Apr 25, 2024
Q1 2024
|
Grant
|
BUY
|
- |
23.2KNew |
$2.56M - $2.57M
|
23.2K
$2.56M
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-200- 6.67% |
$22K - $22.1K
|
2.8K
$309K
|
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
SELL
|
- |
-443- 5.2% |
$48.8K - $49K
|
8.08K
$891K
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2.28KNew |
$251K - $252K
|
2.28K
$251K
|
|
|
Apr 24, 2024
Q1 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
2.68KNew |
$295K - $296K
|
2.68K
$295K
|
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
214+ 737.93% |
$23.6K - $23.7K
|
243
$26.8K
|
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
SELL
|
- |
-1.32K- 23.91% |
$146K - $146K
|
4.21K
$464K
|
|
|
Apr 23, 2024
Q1 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
17New |
$1.87K - $1.88K
|
17
$1.87K
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
BUY
|
- |
397+ 330.83% |
$43.7K - $43.9K
|
517
$57K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-71- 0.35% |
$7.82K - $7.85K
|
20K
$2.2M
|
|
|
Apr 23, 2024
Q1 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-340- 19.3% |
$37.4K - $37.6K
|
1.42K
$157K
|
|
|
Apr 22, 2024
Q1 2024
|
Retireful, LLC
|
BUY
|
- |
5.56KNew |
$612K - $615K
|
5.56K
$613K
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
9.26KNew |
$1.02M - $1.02M
|
9.26K
$1.02M
|
|
|
Apr 19, 2024
Q1 2024
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
2.88K+ 106.66% |
$317K - $319K
|
5.58K
$616K
|
|
|
Apr 19, 2024
Q1 2024
|
Northland Capital Management LLC
|
BUY
|
- |
113+ 3.34% |
$12.4K - $12.5K
|
3.5K
$385K
|
|
|
Apr 18, 2024
Q1 2024
|
Udine Wealth Management, Inc.
|
SELL
|
- |
-3K- 2.71% |
$330K - $332K
|
108K
$11.9M
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-210- 7.6% |
$23.1K - $23.2K
|
2.55K
$281K
|
|
|
Apr 17, 2024
Q1 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
1.97KNew |
$217K - $218K
|
1.97K
$217K
|
|
|
Apr 17, 2024
Q1 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-1K- 19.79% |
$110K - $111K
|
4.05K
$447K
|
|
|
Apr 17, 2024
Q1 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-1.5K- 13.39% |
$165K - $166K
|
9.7K
$1.07M
|
|
|
Apr 16, 2024
Q1 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-11- 22.92% |
$1.21K - $1.22K
|
37
$4.08K
|
|
|
Apr 15, 2024
Q1 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
2.98K+ 24.76% |
$328K - $329K
|
15K
$1.65M
|
|
|
Apr 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-2.85K- 33.74% |
$314K - $315K
|
5.6K
$618K
|
|
|
Apr 15, 2024
Q1 2024
|
Investment Partners, Ltd.
|
SELL
|
- |
-8.24K- 69.42% |
$907K - $911K
|
3.63K
$400K
|
|
|
Apr 12, 2024
Q1 2024
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
3.65KNew |
$401K - $403K
|
3.65K
$402K
|
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
4.75KNew |
$523K - $526K
|
4.75K
$524K
|
|
|
Apr 12, 2024
Q1 2024
|
Retirement Planning Group
|
SELL
|
- |
-15- 0.12% |
$1.65K - $1.66K
|
12.7K
$1.4M
|
|
|
Apr 12, 2024
Q1 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-21- 0.12% |
$2.31K - $2.32K
|
18.2K
$2.01M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
85.3KNew |
$9.39M - $9.43M
|
85.3K
$9.4M
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
BUY
|
- |
2.09KNew |
$230K - $231K
|
2.09K
$230K
|