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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-20.9K- 89.04% |
$2.3M - $2.31M
|
2.58K
$284K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-163- 83.16% |
$17.9K - $18K
|
33
$3.64K
|
|
|
Feb 12, 2024
Q4 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
65New |
$7.14K - $7.19K
|
65
$7.18K
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-2.06K- 21.8% |
$227K - $228K
|
7.41K
$818K
|
|
|
Feb 09, 2024
Q4 2023
|
Pictet Bank & Trust LTD
|
SELL
|
- |
-8.16K- 68.94% |
$897K - $903K
|
3.68K
$406K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
737New |
$81K - $81.5K
|
737
$81.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Crewe Advisors LLC
|
BUY
|
- |
249New |
$27.4K - $27.5K
|
249
$27.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-46- 9.26% |
$5.05K - $5.09K
|
451
$49.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-700- 17.87% |
$76.9K - $77.4K
|
3.22K
$355K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
19.2KNew |
$2.11M - $2.13M
|
19.2K
$2.12M
|
|
|
Feb 09, 2024
Q4 2023
|
Moreno Evelyn V
Boston, MA |
SELL
|
- |
-3.14K- 41.64% |
$345K - $348K
|
4.41K
$486K
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
BUY
|
- |
18+ 39.13% |
$1.98K - $1.99K
|
64
$7.07K
|
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
5.61KNew |
$616K - $620K
|
5.61K
$619K
|
|
|
Feb 06, 2024
Q4 2023
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
2.56KNew |
$281K - $283K
|
2.56K
$282K
|
|
|
Feb 05, 2024
Q4 2023
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
3.26KNew |
$358K - $360K
|
3.26K
$360K
|
|
|
Feb 05, 2024
Q4 2023
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-18- 0.38% |
$1.98K - $1.99K
|
4.7K
$519K
|
|
|
Feb 05, 2024
Q4 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-12K- 63.57% |
$1.32M - $1.33M
|
6.9K
$762K
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-600- 97.09% |
$65.9K - $66.4K
|
18
$1.99K
|
|
|
Jan 31, 2024
Q4 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
7KNew |
$769K - $774K
|
7K
$773K
|
|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
1.93KNew |
$212K - $214K
|
1.93K
$213K
|
|
|
Jan 30, 2024
Q4 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
4.79KNew |
$526K - $530K
|
4.79K
$529K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
6.81K+ 264.77% |
$748K - $753K
|
9.38K
$1.04M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
198+ 173.68% |
$21.8K - $21.9K
|
312
$34.5K
|
|
|
Jan 26, 2024
Q4 2023
|
Kensington Asset Management, LLC
Austin, TX |
BUY
|
- |
95.3KNew |
$10.5M - $10.5M
|
95.3K
$10.5M
|
|
|
Jan 26, 2024
Q4 2023
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
9KNew |
$989K - $995K
|
9K
$994K
|
|
|
Jan 25, 2024
Q4 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
2.92KNew |
$321K - $323K
|
2.92K
$322K
|
|
|
Jan 25, 2024
Q4 2023
|
Madrona Financial Services, LLC
|
SELL
|
- |
-1.99K- 50.25% |
$219K - $220K
|
1.97K
$218K
|
|
|
Jan 25, 2024
Q4 2023
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
2.09KNew |
$230K - $231K
|
2.09K
$231K
|
|
|
Jan 23, 2024
Q4 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
450+ 7.53% |
$49.4K - $49.8K
|
6.42K
$709K
|
|
|
Jan 23, 2024
Q4 2023
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-5.17K- 39.44% |
$568K - $572K
|
7.94K
$877K
|
|
|
Jan 23, 2024
Q4 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
2.26KNew |
$248K - $250K
|
2.26K
$250K
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
408New |
$44.8K - $45.1K
|
408
$45.1K
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3.39KNew |
$373K - $375K
|
3.39K
$375K
|
|
|
Jan 19, 2024
Q4 2023
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-677- 11.5% |
$74.4K - $74.9K
|
5.21K
$576K
|
|
|
Jan 12, 2024
Q4 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-3.62K- 32.41% |
$398K - $400K
|
7.55K
$834K
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
31.4KNew |
$3.45M - $3.47M
|
31.4K
$3.47M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
29.2K+ 102.4% |
$3.21M - $3.23M
|
57.8K
$6.38M
|
|
|
Jan 10, 2024
Q4 2023
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
60.6KNew |
$6.66M - $6.7M
|
60.6K
$6.69M
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
582New |
$63.9K - $64.4K
|
582
$64.3K
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-10.8K- 27.54% |
$1.19M - $1.19M
|
28.4K
$3.14M
|
|
|
Jan 09, 2024
Q4 2023
|
Walker Financial Services, Inc.
Bowling Green, KY |
SELL
|
- |
-2.16K- 53.34% |
$237K - $238K
|
1.89K
$208K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
297+ 1.65% |
$32.6K - $32.8K
|
18.2K
$2.01M
|
|
|
Jan 08, 2024
Q4 2023
|
Vigilare Wealth Management
|
BUY
|
- |
8.1KNew |
$890K - $896K
|
8.1K
$894K
|
|
| Q3 2023 | |||||||
|
Feb 15, 2024
Q3 2023
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-163K- 92.71% |
$17.9M - $18M
|
12.8K
$1.41M
|
|
|
Feb 02, 2024
Q3 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-92.3KClosed |
$10.2M - $10.2M
|
0
$0
|
|
|
Dec 07, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
951New |
$105K - $105K
|
951
$105K
|
|
|
Nov 30, 2023
Q3 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-953Closed |
$105K - $105K
|
0
$0
|
|
|
Nov 20, 2023
Q3 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-100- 10.0% |
$11K - $11.1K
|
900
$99.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-544- 2.25% |
$59.8K - $60.1K
|
23.6K
$2.61M
|
|
|
Nov 14, 2023
Q3 2023
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
452+ 3.62% |
$49.7K - $49.9K
|
12.9K
$1.43M
|
|