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 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
2.22KNew |
$244K - $245K
|
2.22K
$245K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
4.71KNew |
$519K - $521K
|
4.71K
$520K
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
49.3KNew |
$5.43M - $5.45M
|
49.3K
$5.44M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
63New |
$6.94K - $6.96K
|
63
$6.95K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.37K+ 3.91% |
$150K - $151K
|
36.3K
$4M
|
|
|
May 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-1.43K- 68.36% |
$157K - $158K
|
660
$72.8K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
392+ 237.58% |
$43.2K - $43.3K
|
557
$61.4K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
37New |
$4.07K - $4.09K
|
37
$4.08K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-9.97K- 70.45% |
$1.1M - $1.1M
|
4.18K
$461K
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
48.3KNew |
$5.32M - $5.33M
|
48.3K
$5.32M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
203K+ 24.19% |
$22.3M - $22.4M
|
1.04M
$115M
|
|
|
May 14, 2025
Q1 2025
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-135- 1.42% |
$14.9K - $14.9K
|
9.34K
$1.03M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1.64KNew |
$181K - $182K
|
1.64K
$181K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
39New |
$4.29K - $4.31K
|
39
$4.3K
|
|
|
May 13, 2025
Q1 2025
|
Rock Creek Group, LP
|
BUY
|
- |
26.5K+ 100.0% |
$2.92M - $2.93M
|
53K
$5.85M
|
|
|
May 13, 2025
Q1 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-1.61K- 22.92% |
$177K - $177K
|
5.4K
$596K
|
|
|
May 13, 2025
Q1 2025
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
64+ 0.47% |
$7.05K - $7.07K
|
13.6K
$1.5M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
46New |
$5.07K - $5.08K
|
46
$5.07K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-10- 90.91% |
$1.1K - $1.11K
|
1
$110
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
324New |
$35.7K - $35.8K
|
324
$35.7K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
2.13KNew |
$235K - $235K
|
2.13K
$235K
|
|
|
May 12, 2025
Q1 2025
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-16.5K- 60.66% |
$1.81M - $1.82M
|
10.7K
$1.18M
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-50- 6.67% |
$5.51K - $5.53K
|
700
$77.2K
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
BUY
|
- |
15+ 107.14% |
$1.65K - $1.66K
|
29
$3.2K
|
|
|
May 12, 2025
Q1 2025
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-113- 1.7% |
$12.4K - $12.5K
|
6.54K
$721K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
58+ 11.37% |
$6.39K - $6.41K
|
568
$62.6K
|
|
|
May 12, 2025
Q1 2025
|
Paulson Wealth Management Inc.
|
BUY
|
- |
2.4K+ 2.62% |
$264K - $265K
|
93.7K
$10.3M
|
|
|
May 12, 2025
Q1 2025
|
Blueprint Financial Advisors LLC
Greensboto, NC |
BUY
|
- |
64KNew |
$7.04M - $7.07M
|
64K
$7.05M
|
|
|
May 12, 2025
Q1 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-97K- 53.91% |
$10.7M - $10.7M
|
83K
$9.15M
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
72New |
$7.93K - $7.96K
|
72
$7.94K
|
|
|
May 12, 2025
Q1 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
51.5KNew |
$5.67M - $5.69M
|
51.5K
$5.68M
|
|
|
May 09, 2025
Q1 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
SELL
|
- |
-25.6K- 86.62% |
$2.82M - $2.83M
|
3.96K
$436K
|
|
|
May 09, 2025
Q1 2025
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-6.87K- 67.02% |
$757K - $759K
|
3.38K
$373K
|
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-369- 70.83% |
$40.6K - $40.8K
|
152
$16.8K
|
|
|
May 09, 2025
Q1 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
3.62KNew |
$399K - $400K
|
3.62K
$399K
|
|
|
May 09, 2025
Q1 2025
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-58- 1.08% |
$6.39K - $6.41K
|
5.31K
$586K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
15New |
$1.65K - $1.66K
|
15
$1.65K
|
|
|
May 09, 2025
Q1 2025
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
BUY
|
- |
1.8K+ 90.0% |
$198K - $199K
|
3.8K
$419K
|
|
|
May 08, 2025
Q1 2025
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
140+ 5.42% |
$15.4K - $15.5K
|
2.73K
$301K
|
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-53- 0.75% |
$5.84K - $5.86K
|
7.03K
$776K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
4.82KNew |
$531K - $532K
|
4.82K
$531K
|
|
|
May 06, 2025
Q1 2025
|
Garrison Bradford & Associates Inc
New York, NY |
BUY
|
- |
500New |
$55.1K - $55.3K
|
500
$55.1K
|
|
|
May 05, 2025
Q1 2025
|
Flc Capital Advisors
|
BUY
|
- |
1.56K+ 7.51% |
$171K - $172K
|
22.3K
$2.45M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
596+ 21.11% |
$65.6K - $65.9K
|
3.42K
$377K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
2New |
$220 - $221
|
2
$221
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-47Closed |
$5.18K - $5.19K
|
0
$0
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
SELL
|
- |
-1.86K- 40.52% |
$205K - $206K
|
2.73K
$301K
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
1.68K+ 21.91% |
$185K - $186K
|
9.36K
$1.03M
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
BUY
|
- |
14+ 0.76% |
$1.54K - $1.55K
|
1.85K
$204K
|
|
|
May 01, 2025
Q1 2025
|
Grant
|
BUY
|
- |
24.9KNew |
$2.74M - $2.75M
|
24.9K
$2.75M
|
|